2024
Presentations
Breakfast & Registration
Grab your badge, hot coffee, breakfast, and get registered for the week ahead!
Finding An Electronic Health Record System For Your Future: The 2024 OPEN MINDS Seminar On Best Practices In EHR Selection, Contracting & Optimization
Over the past twenty years, adopting electronic health record systems (EHRs) has changed how health services are managed and delivered. As the health care system has continued to evolve with more value-based reimbursement, the push towards integrated care coordination, and the rise in consumerism, the technology infrastructure needed by provider organizations has changed—including EHRs. For most executives, the EHR is a significant investment, and choosing the right system (or keeping the wrong system) can make or break any organization.
This essential seminar is for any executive considering a new EHR system—whether it is your organization’s first EHR or upgrading a system that isn’t delivering the functionality needed for sustainability. Also, OPEN MINDS Associates will guide you through a step-by-step process for selecting an EHR that fits all your organization’s needs. The seminar will cover:
- The best practice model for assessing the tech functionality your organization needs for future success
- Steps for vetting vendors and their products and services
- Budgeting for EHR software and implementation
- Ensuring the best value and performance in contract negotiating
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.
Sharon Hicks, MSW, MBA
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.
Lunch On Your Own
Enjoy lunch at the hotel restaurant, Bank & Bourbon, or take a walk down to the famous Reading Terminal Market!
Becoming A Data-Driven Organization – Using Metrics To Drive Performance & Success: The 2024 OPEN MINDS Seminar
The dynamics of accelerated change in the market have created new performance challenges for health and human services organizations. This seminar will focus on the latest performance landscape and critical domains for measuring and managing business and clinical effectiveness. Health and human services organizations have unique and evolving competition in the market—from new digital-first applications demonstrating speedy access, engagement, and satisfaction with consumers to industry disrupters such as retail health clinics providing convenient access to care right where individuals shop. Showing value through data is a must have in this competitive environment, and the ability to demonstrate value through data means that organizations must also use data to drive performance improvement—clinically and administratively. In addition, leaders within organizations are challenged to make rapid course corrections, and having immediate access to the correct data has become critical to organizational success. Key objectives for this seminar will include the following:
- Look at the critical strategic performance domains and metrics for managing business and clinical health effectiveness
- Scorecard and framework for becoming a data-driven organization and for evaluating business health operations
- Decision-making model for prioritization and selection of measures
Carol Clayton, Ph.D.
Carol Clayton brings over 30 years of experience in the health and human service fields to the OPEN MINDS team. She has a wealth of experience both in clinical work and in executive management. Her areas of expertise include data-driven strategy development and management, performance measurement and outcomes reporting, quality improvement, and growth strategies.
Prior to joining OPEN MINDS, Dr. Clayton served as the Vice President of Behavioral Health Solutions Integration for Relias, an online training solution for health care providers. At Relias, Dr. Clayton led the development of analytics-focused market solutions. Her areas of focus were performance measurement systems, management team dashboards, and analytics for managing value-based reimbursement.
Prior to her role at Relias, Dr. Clayton served as the Chief Executive Officer for Care Management Technologies (CMT), an analytics solution organization of which she was a minority owner. With CMT, Dr. Clayton worked with state and county governments and provider collaboratives to develop shared performance management and performance improvement platforms. Her work included creating solution-specific health information exchanges promoting data sharing between multiple payer and provider organizations.
Prior to joining Care Management Technologies, Dr. Clayton served as the Executive Director for the North Carolina Council of Community Programs. In this role, she worked with both public agencies and private provider organizations during the evolution of the North Carolina MH/DD/SA service delivery system to a new managed care model. Her work involved both advocacy to public policy makers and the legislature, as well as working with member organizations on improving their delivery system.
Previously, Dr. Clayton also served as Executive Director for Magellan Behavioral Health. In this role, she was responsible for the Magellan book of business – at-risk managed care, administrative service organization (ASO) contracts, and employee assistance program (EAP) contracts for two million lives across four states.
Dr. Clayton started her career as a Staff Psychologist at John Umstead Hospital. She earned her Bachelor of Science in Special Education from Appalachian State University and her Ph.D. in Psychology from the University of North Carolina at Chapel Hill.
Sharon Hicks, MSW, MBA
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.
Grand Opening Of The Exhibit Hall
Sponsored By: 
Join us for an unveiling of all of our great exhibitors! Unwind from the day and enjoy cocktails and hor ‘doeuvres with your peers and thought leaders. Thank you to our sponsor, Mend, for this special event!
Executive Breakfast & Registration
If you haven’t registered yet, check in with us at the registration desk and then enjoy breakfast in the exhibit hall!
Digital First Pioneers & The Future Of Tech-Enabled Behavioral Health Care
Join leaders from Big Health, Brightside, Care Solace, and Talkspace for a deep dive into the evolution and trends of virtual delivery systems within specialty health care. Discover what cutting edge uses of technology are at the forefront of improved care quality and access, plus get a first-hand look at how leading digital providers are anticipating and meeting the needs of complex consumers. This session will also explore the impact virtual delivery models can have on addressing workforce shortages and informing talent management strategies for providers struggling with clinician recruitment and retention.
Erin Boyd
Erin Boyd is Talkspace’s Chief Growth Officer, Enterprise. A proven leader in the healthcare industry, Erin brings a successful 25-year track record of managing sales operations, business development, strategy and marketing. Erin is responsible for driving growth and delivering differentiated solutions and capabilities to Talkspace’s Enterprise customers.
Prior to joining Talkspace, Boyd led Cigna’s behavioral network strategy, ensuring that customers had affordable, high-quality options when receiving behavioral health and substance abuse care. During her tenure at Cigna, she oversaw network programs and solutions that drove innovation, delivered cost-savings and improved outcomes to advance behavioral health access. Prior to Cigna, Boyd held a leadership position in business development and marketing for Aurora Behavioral Health System, a preeminent psychiatric hospital system.
Marshall Moncrief
At Care Solace, Mr. Moncrief leverages his experience to foster innovative partnerships for mental health care excellence. Prior to this role, Marshall was the founding CEO of Be Well Orange County, a large, multi-system mental health collaborative of hospitals, Medi-Cal health plan and County Public Services, to unify a system of mental health care for all of Orange County.
Arun Gupta
Arun is executive chairman and CEO of Big Health, the world’s leading provider of clinically-validated, non-drug digital mental health treatments and pioneer of the digital therapeutics category. During his tenure as chairman and now CEO, Big Health’s digital treatments – Sleepio, for insomnia and Daylight for generalized anxiety disorder – have been clinically proven in over 80 peer-reviewed papers and in 14 randomized, controlled trials to deliver safe and effective patient outcomes. Under his stewardship, Big Health was the first digital therapeutics company to receive approval from the UK’s National Institute for Health and Care Excellence (NICE) to recommend Sleepio as a first line insomnia treatment.
Previously, Arun founded Quartet Health, a mental health technology startup, leading it through a significant scale-up as CEO and then Executive Chairman of the Board – securing $150M in investments from Google Ventures and Oak HC/FT. Prior to Quartet, Gupta was General Partner at Accretive where he helped build over 10 industry-defining technology companies, driving several IPOs such as Accolade and R1 RCM and creating over $5B of equity value. He spent his earlier career at Palantir Technologies, McKinsey & Company, The World Bank and working as a Clinton Foundation fellow.
Arun earned a Master’s Degree from the Harvard Kennedy School where he was a Reynolds Fellow for Social Entrepreneurship and graduated with honors from Duke University. He serves on the boards of education technology company iD Tech and Autism Partnership Foundation and as an advisor to 8VC and Anthos. Arun and his wife, Dr. Mrinali Patel Gupta, live in Newport Beach, California with their three children.
Julia Bernstein
Julia Bernstein is a seasoned healthcare leader and currently serves as the Chief Operations Officer at Brightside Health, a telehealth platform that delivers life-saving mental healthcare to individuals with mild-to-severe clinical depression, anxiety, and other mood disorders. Before that, she was the Head of Operations and Strategy at Thirty Madison, where she oversaw 250+ people across customer experience, medical operations, and pharmacy. Prior to Thirty Madison, Julia held leadership roles in the behavioral health space at Tempest (acquired by Monument), Beacon Health Options (acquired by Elevance), and Ginger (now Headspace Health). Julia is also an active investor and advisor and sits on the Board of PharmaCCX. She lives in New York with her husband and two children.
Smart Home Expo: Innovative Technologies For The Consumer — Navigating Life
Navigating Life is a compliant private social networking and mobile data collection app designed for various use cases, including community-based independent living for people with disabilities and older adults. It facilitates seamless communication between people supported, their families, and caregivers, enhancing daily management through real-time updates, photo documentation, and secure data sharing. This platform not only simplifies routine communication through instant messaging and social networking features but also ensures that critical health and lifestyle information is accessible anytime, fostering independence and security. It can be used by persons who support themselves to stay connected or by caregivers to ensure communication and documentation on their behalf to increase transparency.
Veronica St. Cyr
Veronica oversees customer success and product management. She works closely with leadership, IT, program staff, clinical teams, and families to ensure the successful adoption of the Navigating Life app. Her role bridges these diverse groups, ensuring that the technology meets the needs of all stakeholders and supports the organization’s mission to improve outcomes in human services.
Thomas Stirling
Thomas focuses on driving growth and expanding market opportunities for the Navigating Life app. With over 15 years of experience driving strategic growth for both large and small brands across industries such as human services, healthcare, and technology, Thomas ensures solutions align with the evolving needs of clients and industry trends.
Thought Leader Discussion
Join our keynote panelists for an interactive discussion where you can take time to ask your own questions and continue the conversation in a more intimate setting.
Erin Boyd
Erin Boyd is Talkspace’s Chief Growth Officer, Enterprise. A proven leader in the healthcare industry, Erin brings a successful 25-year track record of managing sales operations, business development, strategy and marketing. Erin is responsible for driving growth and delivering differentiated solutions and capabilities to Talkspace’s Enterprise customers.
Prior to joining Talkspace, Boyd led Cigna’s behavioral network strategy, ensuring that customers had affordable, high-quality options when receiving behavioral health and substance abuse care. During her tenure at Cigna, she oversaw network programs and solutions that drove innovation, delivered cost-savings and improved outcomes to advance behavioral health access. Prior to Cigna, Boyd held a leadership position in business development and marketing for Aurora Behavioral Health System, a preeminent psychiatric hospital system.
Marshall Moncrief
At Care Solace, Mr. Moncrief leverages his experience to foster innovative partnerships for mental health care excellence. Prior to this role, Marshall was the founding CEO of Be Well Orange County, a large, multi-system mental health collaborative of hospitals, Medi-Cal health plan and County Public Services, to unify a system of mental health care for all of Orange County.
Julia Bernstein
Julia Bernstein is a seasoned healthcare leader and currently serves as the Chief Operations Officer at Brightside Health, a telehealth platform that delivers life-saving mental healthcare to individuals with mild-to-severe clinical depression, anxiety, and other mood disorders. Before that, she was the Head of Operations and Strategy at Thirty Madison, where she oversaw 250+ people across customer experience, medical operations, and pharmacy. Prior to Thirty Madison, Julia held leadership roles in the behavioral health space at Tempest (acquired by Monument), Beacon Health Options (acquired by Elevance), and Ginger (now Headspace Health). Julia is also an active investor and advisor and sits on the Board of PharmaCCX. She lives in New York with her husband and two children.
Arun Gupta
Arun is executive chairman and CEO of Big Health, the world’s leading provider of clinically-validated, non-drug digital mental health treatments and pioneer of the digital therapeutics category. During his tenure as chairman and now CEO, Big Health’s digital treatments – Sleepio, for insomnia and Daylight for generalized anxiety disorder – have been clinically proven in over 80 peer-reviewed papers and in 14 randomized, controlled trials to deliver safe and effective patient outcomes. Under his stewardship, Big Health was the first digital therapeutics company to receive approval from the UK’s National Institute for Health and Care Excellence (NICE) to recommend Sleepio as a first line insomnia treatment.
Previously, Arun founded Quartet Health, a mental health technology startup, leading it through a significant scale-up as CEO and then Executive Chairman of the Board – securing $150M in investments from Google Ventures and Oak HC/FT. Prior to Quartet, Gupta was General Partner at Accretive where he helped build over 10 industry-defining technology companies, driving several IPOs such as Accolade and R1 RCM and creating over $5B of equity value. He spent his earlier career at Palantir Technologies, McKinsey & Company, The World Bank and working as a Clinton Foundation fellow.
Arun earned a Master’s Degree from the Harvard Kennedy School where he was a Reynolds Fellow for Social Entrepreneurship and graduated with honors from Duke University. He serves on the boards of education technology company iD Tech and Autism Partnership Foundation and as an advisor to 8VC and Anthos. Arun and his wife, Dr. Mrinali Patel Gupta, live in Newport Beach, California with their three children.
Transforming A Tech Expense Into A Tech Investment: How Vista Care & ReDiscover Have Embedded Technology In Their Strategy For Growth
Embrace tomorrow’s growth through the strategic investment of technology today. This session will offer insights aimed at transforming your “tech expenses” into technological investments that support financial sustainability.
Discover how a multi-state I/DD agency, Vista Care, serves over 700 individuals throughout Colorado, Illinois, South Dakota, Nevada, and Wisconsin, and ReDiscover, a nonprofit mental health/substance use provider agency serving Kansas City, Missouri and surrounding communities, have leveraged technology to develop creative approaches to meeting consumers where they are and expanding their breadth of services throughout multiple states.
Key takeaways include:
- Explore novel frameworks to rethink Return on Investment (ROI) by considering the cost of avoiding critical decisions and investments
- Gain insights into constructing investment models that extend beyond short-term gains, providing a roadmap for sustained financial benefits over time
- Address the challenges of garnering support for technological advancements, offering strategies to secure both board and staff buy-in for successful implementation
John Tote
John is a career-long health care professional, having concentrated in the areas of mental health, I/DD, substance use disorder, co-occurring disorders, and health care network development.
John’s roles range from front-line staff to business/strategic development to CEO, all while seeing himself as an advocate, first and foremost.
Lastly, with his role at Vista Care, John sees a perfect alignment of culture through shared mission, vision, and values in the work he is so honored and humbled to be a part of.
Wayne Easterwood
Wayne has led and worked in healthcare technology for much of his career. In those early years, he was energized by improvement opportunities, especially the power technology tools could bring to the business. As a part of growing organizations, Wayne led the building and expanding of infrastructure, scaling solutions, improving processes, achieving economies of scale, leading blended teams, and building a healthy organizational culture.
Wayne was the architect of Centerstone’s first electronic health record system in 2001, which was among the first in the nation for behavioral health. He soon joined Qualifacts Systems, a Nashville based startup offering CareLogic. CareLogic, a first-of-a-kind software as a service (SaaS) electronic health record (EHR), was groundbreaking. In his five years, he led the team to transform the CareLogic platform from custom software implementations to a configurable multi-tenant system, built the maintenance and support team, established the service desk, and led the rollout of CareLogic to 200+ locations for a national healthcare customer.
In 2007, he returned to Centerstone as CIO, and they doubled in size with an expansion into Indiana. In years following the $120M, the organization executed additional mergers in Florida, Kentucky, and Illinois, bringing scale to $370M and 6500 employees. In 2020, Wayne left Centerstone as Chief Admin Officer. In the previous 5 years, he was leading Technology, Business Intelligence, Analytics, Human Resources, and Project Management. His team of 200 successfully reduced the cost of shared services as a percent of revenue by 10% while expanding the scope of services.
Today he works in fractional CIO roles to lead organizations through technology change. He has worked with large, mid-sized, and even boutique organizations where opportunity drives change. His focus is aligning technology strategy with business goals and leading the technology work toward those goals.
Wayne lives in Nashville with his wife, Lisa, who is 43 years old. They have 3 married sons and four grandchildren, who affectionately call him Boss; ask him about that. Wayne enjoys running marathons, trail races, and anything outdoors. He dreams of running a 4 Boston Marathon with one of the grands when they are ready.
How Findhelp & United Providers Of Health Are Cultivating Health Equity Through Innovative Technology Partnerships
Research shows that a person’s social needs substantially influence health disparity more than direct medical or clinical services. This emphasis on social care is reflected in recent Request for Proposals (RFPs) from New York and the federal government, signaling a clear interest in tackling these issues through community partnerships or establishing social care networks.
In this session, we will focus on the “how to” — how nonprofit health and human service agencies can move beyond traditional integrated service models.
Attendees will get an inside look at Findhelp’s innovative approach to building the largest network of free & reduced-cost social assistance in the United States, bridging the gap between people who need help and the providers offering services.
Plus, discover how United Providers Of Health, an Independent Providers Association, is revolutionizing access to care and making a real impact in their community by bringing together small I/DD, mental health, primary care, and substance abuse service organizations to fuel innovation in health care delivery and design through collaborative networks, such as medical home practice networks.
Objectives of this session include:
- Discover new approaches for building collaborative partnerships
- Learn how to finance and operationalize a social care collaborative network
- Examine data collection methods to show outcomes relevant to social care – access, reduction in disparities of care, and health outcomes
Jerome Brown
Jerome Brown is the Managing Partner and Co-Founder of United Providers of Health (UPOH). UPOH is an Independent Provider Association (IPA) focusing on Integrated Care and addressing Social Determinants of Health (SDOH). His previous roles were COO/Consultant for various Provider Healthcare organizations serving the MH/SA/ and I/DD populations. He has over 27 years of corporate management and executive experience. Jerome is also the CEO/Owner and founder of New Thought Leadership. New Thought Leadership is a series of workshops where individuals will learn the basic leadership principles, characteristics and leadership styles of being a leader and how to effectively use these styles.
Jerome is a Lean Six Sigma-Green Belt for over 24 years. He is a certified Facilitator and certifications in Leadership Through Quality (LTQ), Problem Solving Process (PSP), Quality Improvement Process (QIP), Organization Development (OD), Business Process Development (BPD) and Change Management (CM). He enjoys leading organizations, collaborating and building growth through networks and business development and managing change. He has implemented operational processes and clinical workflows that achieves strong measured outcomes and financial sound business results for organizations. He has launched and implemented programs and process in corporate America regionally and nationally and statewide within Healthcare. He has chaired on several boards of non-profits and is currently a board member at his church and served on the former i2i-I’m IN, Advisory Group. Jerome attended Millikin University (Decatur, Ill.) where he is in the Hall of Fame and a two time All American in Football and he
received his BS in Psychology.
Carolyn Mayo
Carolyn Mayo is the Managing Partner and Co-Founder of United Providers of Health, LLC. She was most recently the Co-Consultant (June 2018-June 2019) for the Minority Coalition of Behavioral Health Providers of Color(MCBHP) for its Community Reinvestment Initiate, which received funding from Cardinal Innovations for Integrated Care. Carolyn joined Crandell’s Enterprises Inc. in 2007 and has comprehensive experience in corporate management, network technology, and process development. As CIO, Carolyn is responsible for cost-effective operations and strategic long-term success by implementing new technology, systems, protocols, and quality measurements. Carolyn was certified as a trainer by the American Psychiatric Association in 2017 for the integrated Care and Collaborative Care Model. She developed the Certified Mental Health Technician Course with a National Certification, which is being offered fully online and in a classroom setting in collaboration with Durham Technical Community College.
Carolyn has numerous years in Public Relations and Media. She has developed, managed, and launched several marketing campaigns over the years. Her unique skills have provided her the opportunity to work with small and large organizations to bring their ideas from concept to reality. Her forward-thinking and transformational leadership style brings about unique and creative ideas. She embraces change. She is also a radio personality for the talk show “Talk Back” aired on Foxy 107/104.3, Radio One, the largest urban radio station in North Carolina and recently the Host of “Chatting with UPOH”. She is a native of North Carolina and enjoys reading, learning, and spending time with family.
Erine Gray
Erine is the Founder and CEO of Findhelp, a Public Benefit Corporation and the leading social care software company in the US. Their platform is used by most major health plans, hospital systems, state governments, and cause organizations to connect all people in need and the programs that serve them, with dignity and ease. Prior to starting Findhelp, he helped the Texas Health and Human Services Commission streamline their public benefits enrollment process and he has deep expertise in eligibility programs for public healthcare services. Erine is also a 2019 TED Senior Fellow. He lives in Austin, TX.
The Impact Of An Interoperable Platform: A Customer Panel On Integrating Technology, Data & Clinical Practice
Sponsored By: 
In this 90-minute session, we’ll delve into the significant impact of an interoperable platform on the seamless integration of technology, data, and clinical practice within behavioral health. Join our panel of customers as they discuss practical strategies for building cohesive ecosystems that drive innovation, optimize workflows, and improve patient outcomes. Learn how to ensure that technology enhances, rather than complicates, clinical practice, creating a more streamlined and effective care environment.
James H. Stewart
James (Jamie) was appointed CEO in June 2016. He joined Grafton in August 2008 as Chief Administrative Officer and Executive Vice-President. As a successful financial and administrative leader he has over twenty years’ progressive experience in a healthcare environment.
Bob Bates
Bob Bates is the CEO of ContinuumCloud. He is a successful healthcare leader with a proven record of transforming companies into growing and profitable organizations with 3 successful exits. He has managed global teams of over 1500 and has successfully managed multiple P&Ls. He is gifted at leveraging strong processes, innovation, and operational excellence in conjunction with a strong business strategy to produce high growth and extreme customer satisfaction. Bob has held senior positions at RedSail Technologies, Aetna, Molina Healthcare, ACS/Xerox, Connecture, Benefitfocus, and AT&T where he holds multiple technology patents. He holds an MBA from Nova University and a Bachelor’s Degree in Electrical Engineering from the University of Florida.
Smart Home Expo: Innovative Technologies For The Consumer — Asha AI
Asha empowers the elderly to age in place through a fully voice-enabled virtual caregiver while keeping loved ones informed.
Elderly patients chat with Asha, our conversational AI, to receive reminders on upcoming medical appointments, when to take certain medications, and connection to care team or family members. Through Asha, patients can also order wellness services, such as meal planning, transportation to care, or telehealth.
On the other hand, caregiving family members receive alerts and notifications on the health of their loved ones appointments. They can manage medications, communicate with providers and pharmacies, or link Asha with a variety of 3rd party devices and services.
Asha helps detect life-saving health anomalies through AI and presents them in an easily digestible visual format.
Rashmi Joshi
Award winning serial entrepreneur with 17+ years of experience in product innovation and strategy, early stage investing & advising, and a proven track record for spearheading venture backed businesses to fruitful liquidity events with an average 100x return. Rashmi Joshi has spoken at Davos on healthcare AI and impact investing and has been featured in countless organic publications, including Forbes, Hindustan Times, AARP, American Diabetes Association, Alzheimer’s Association, and others. She’s a leading voice in entrepreneurship, sustainable innovation, impact driven healthcare, and AI.
Her industry knowledge ranges from AI to longevity, technology, healthcare, the performing arts, cosmetics, fashion, and gastronomy. She has deep expertise in healthcare technology, loT, and Artificial intelligence solutions- particularly in generative AI and voice based tech. Rashmi has built ventures in both B2B & B2C landscapes in hardware, edge, and cloud-based offerings. She has managed global teams to launch new products that have generated hundreds of millions in revenue, bootstrapped numerous ventures of her own, and has helped drive two companies to successful exits.
In 2019, Rashmi’s grandmother, Asha, was diagnosed with cancer. As Asha battled cancer in India, the rest of her family battled the difficult question of how to care for her while living on the opposite side of the world. With the surprisingly limited number of remote care solutions on the market, and even fewer that cater to non-tech savvy elders, Rasmi realized there was an opportunity to create a more intuitive solution, through the use of technology. Asha AI was founded with the mission of connecting family members to each other and to care.
In addition to Asha, Rashmi has founded several small businesses, advises a handful of Y Combinator companies, and is a board member of a couple of nonprofits focused on helping increase access to care.
Smart Home Expo: Innovative Technologies For The Consumer — GoodLife Innovations, Inc
iLink Technologies is a comprehensive technology infrastructure launched by GoodLife in 1999. iLink is designed to help community service providers deliver high-quality care at the moment and place of need. It is also designed to support individuals/families who self-direct care. iLink is a combination of smart home technologies (iLink Home) and intelligent software (iLink Assist) that deliver seamlessly integrated remote support systems to connect individuals, homes, and neighborhoods to their resources and support network.
iLink’s virtual support systems include advanced, self-directed cameras which allow for an infinite range of privacy controls. Where appropriate, virtual caregivers, just like in-home caregivers, can be invited to see (advanced cameras), hear (full-duplex intercoms, two-way voice wearables, or auto-dial phones), feel (advanced sensors), and act (customizable automations) to support unpredictable needs while allowing maximum privacy, safety, and independence.
Dr. Michael Strouse
For more than 39 years, Mike has led GoodLife Innovations, Inc. and its subsidiaries, including iLink Technologies and GoodLife University. Mike’s extensive work encompasses research, development, refinement, and dissemination of evidence-based, nationally-regarded community service models that consistently produce person-centered care and high quality-of-life outcomes and also improve the capacity of the direct support workforce. Mike earned his Ph.D. in Organizational Behavior Management and holds a courtesy faculty appointment in the Department of Applied Behavioral Science at the University of Kansas. He continues to participate in research, assist with training graduate students, and successfully nurtures this important, 50-year partnership with the University.
Beth McCoach
Beth serves as iLink Technologies Chief Operations Officer and has been with GoodLife for 30 years. Beth is passionate about how iLink’s technology can change both a person’s ability to live as independently as possible, as well as an agency’s ability to transform the way they provide services with the use of technology. She deeply understands the challenges agencies face with staffing and the variety of ways technology can be integrated to ease the burden of staffing crisis, while improving the quality of lives of the individuals involved. Beth leads a dynamic and talented team and is key in the expansion efforts of iLink Technologies.
Implementing Groundbreaking Digital Analytics To Support The Bottom Line With The Gandara Center
For CFOs trying to ensure that technology investments align with both organizational and financial strategy, there are many key things to consider, such as what technology is the most beneficial, what are best practices for implementation, what metrics will be used to evaluate effectiveness, and finally how will we pivot if those metrics aren’t being reached?
In this session, learn from Janine Kent, Chief Financial Officer at Gandara Center, on how they have been able to measure productivity better, address revenue cycle management issues, and bolster the bottom line by implementing analytics software. Ms. Kent will share insights into their decision-making process, the impact technology has had on improving overall revenue cycle management, and strategies for overcoming common implementation challenges.
Gandara Center is a behavioral health, substance use, and preventative services organization that aims to provide equal services in the Hispanic community, Gándara Center delivers quality bilingual care for nearly 15,000 children, adults, and families each year in 100 locations across Massachusetts.
Key takeaways include:
- Discover a process to align the technology plan with strategic and financial plans
- The decision-making process and strategies for assessing the ROI between different technology options
- Learn strategies for evaluating effectiveness and pivoting when needed
Janine Kent
Ms. Kent joined Gandara Center in early 2021 as CFO, and is responsible for strategic planning, financial analysis, budgeting, compliance, and risk management functions.
Her career spans twenty-five years, initially in public accounting with Deloitte & Touche in Hartford, CT, followed by positions in the private and public non-profit sectors. Ms. Kent holds a Bachelor of Science degree in Business Administration with a concentration in accounting and a Master of Business Administration, both from Western New England University.
Ms. Kent currently serves as Vice Chair on the board of directors for Holyoke Community Charter School and as Treasurer at the Hospice of the Fisher Home in Amherst, MA. She has previously served on the board of the Martin Luther King Jr. Charter School in Springfield, MA.
Ms. Kent and her husband of nearly forty years reside in Hampden, MA, and have two grown sons, and one beautiful granddaughter.
Beyond The Appointment: The Integrated Client Portal That Can Help You Grow Your Client Base
Sponsored By: 
Feeling the pinch of client no-shows and communication gaps? Join Qualifacts’ Jon Henderson, VP of Virtual Care, as he dives into the power of an integrated client portal as your digital front door, helping you discover how to integrate appointment scheduling, secure messaging, and billing in a way that empowers clients/patients and boosts engagement and continuity of care. You’ll also learn how Eastern Shore CSB successfully used QR codes to drive access to care and increase attendance at group sessions.
Join this insightful session and walk away with:
- Actionable strategies to improve client engagement and retention
- Best practices for implementing a seamless client portal experience
- Insights into leveraging technology to enhance your practice’s efficiency and growth
Jon Henderson
Jon Henderson is the Vice President of Virtual Care at Qualifacts, a leading provider of behavioral health and human services software solutions. With a strong background in sales leadership and strategy, Jon brings over 15 years of experience in driving growth and delivering value to healthcare technology companies. At Qualifacts, he leads the Virtual Care sales team, focusing on expanding market reach, forging key partnerships, and helping clients improve their operational efficiency through innovative software solutions. Jon is known for his customer-centric approach, passion for healthcare innovation, and commitment to fostering high-performing teams.
Leveraging Technology As A Catalyst For Improved Service Delivery: The Outreach & NuPath, Inc. Approach
Understand the art of crafting a tech strategy harmonizing with your business objectives.
In this session, our industry leaders will examine approaches for building a robust tech strategy that seamlessly aligns with and supports overarching business goals as well as the mission. Whether you’re looking to expand your service portfolio or are keen on leveraging technology to amplify your business impact, this session will demystify the process of building a tech strategy that complements your business strategy, acting as a catalyst for innovation and growth.
Examine how Outreach Project NY was able to build a cohesive system that integrates specialized data management and reporting to build out a technology infrastructure that supports workflows, and ultimately financial outcomes.
Then, learn how NuPath, Inc., a leading disabilities services and support agency that delivers an array of community-based day services, was able to leverage technology to launch a brand new service line which embraces the idea of tech as a human right.
Key Takeaways:
- Discover how to measure your tech investment’s ROI and what to do if you’re not seeing a return
- Explore innovative approaches to utilize your business plan to leverage technology across several key objectives
- Understand what data CEOs should analyze to evaluate how well the tech strategy is working
Kelsey Silver
Kelsey Silver has over a decade of experience in the behavioral health field, seven of which focused on treatment for substance use disorders. As Outreach’s Assistant Vice President of Quality and Data Analytics, she oversees administration of the organization’s AVATAR Electronic Health Record (EHR), the agency’s Continuous Quality Improvement Program, and interfaces with multiple departments to provide vital data analytics in support of the agency’s vision.
As a Licensed Marriage and Family Therapist with a background in technology, Ms. Silver uses her knowledge to bridge communications between the clinical and operational divisions of the agency, towards optimizing training, workflow, and processes. She manages the design, implementation, and maintenance of Outreach’s EHR, including quality assurance, support, training, monitoring, and improvement, and manages the agency ‘help desk’ to ensure prompt and efficient response to requests for assistance within the EHR.
Ms. Silver additionally supports department managers with the design and implementation of Quality Improvement projects; and provides data analytics to support program decision making and agency initiatives.
Ms. Silver earned both her Master’s degree in Marriage and Family Therapy and Bachelor of Arts in Psychology from Hofstra University.
Greg Morris
Greg Morris joined NuPath in 2012 and currently serves as SVP of Administrative Operations for the organization where he oversees all administrative and technological initiatives. Greg collaborates with NuPath staff throughout all levels of the organization to effectively and efficiently deploy solutions designed to improve service delivery.
Prior to coming to NuPath, Greg worked in the High-Tech industry for over 18 years. Greg also serves on the Governing Board of Massachusetts Coordination Network (MCCN), an LTSS Community partner formed in 2017.
How Vista Care Models Are Revolutionizing Improved Access & Outcomes With Technology
To enhance service delivery, providers are actively exploring ways to integrate these digital tools into existing workflows. Beyond simply reducing no-shows, the focus extends to reinforcing client connections to their care plan, promoting medication adherence, facilitating consistent attendance at treatment sessions, and orchestrating the coordination of all necessary services and supports.
Hear how Vista Care, a leading I/DD service and support organization proudly serving over 700 individuals throughout Colorado, Illinois, South Dakota, Nevada, and Wisconsin, has been able to build creative technological solutions to improve access and outcomes for consumers across multiple states.
Attendees will:
- Understand the different types of technology programs and devices that are currently in use in the client engagement arena
- Discuss model programs and hear about outcomes associated with the use of technology
- Explore implementation models that have been used to serve out technology to clients
Liz Olive
Liz Olive leads Vista Care, a leading service and support organization serving more than 1,000 individuals across six states – with more to come. The organization is committed to ongoing innovation to advance its mission to “serve more people better, while keeping them in our hearts and actions at all times”. With a core belief that “people matter,” Vista Care leverages technology to tailor services to the unique needs and aspirations of people receiving services and enhance the experience of their team members. Through compassion, innovation, and boundless dedication to its mission, Vista Care cultivates environments where every person can flourish and lead a life abundant with purpose, joy, and dignity. Prior to joining Vista Care, Liz held various roles in university housing and non-profit organizations ensuring people the opportunity to live their most authentic and meaningful lives in quality environments.
Smart Home Expo: Innovative Technologies For The Consumer — BoundaryCare
BoundaryCare is a wearable-based platform that connects individuals and care teams through communications and alerts. BoundaryCare can monitor for a wide variety of potential incidents – including falls, elopement, certain types of seizures, and proactive help requests – and notify care teams no matter where they are, thanks to built-in cell service on the watch that also supports auto-answering inbound calls from caregivers. BoundaryCare also tracks vitals, activity, and sleep to inform on individuals’ overall well-being, and can deliver text or image-based reminders for ADLs, guides for specific tasks, or biofeedback directly to the individual’s watch. A simple and cross-platform caregiver interface helps front-line caregivers quickly get up and running, while the broad spectrum of use cases, population-management features, and integration with remote support solutions help providers simplify and optimize their technology stacks for care delivery.
Paul Carpenter
Paul Carpenter is the co-founder and head of product and technology for BoundaryCare, a platform that uses real-time data and thoughtful design to help individuals gain and maintain independence while relieving stress from their caregivers. Paul spent over ten years working as an engineer at top technology companies until his own family’s experiences pushed him and his father Scott – a college professor and former technology entrepreneur – to tackle the challenges of caregiving head-on. At BoundaryCare, he applies methodologies for continuous improvement drawn from his technology background to power his vision for making BoundaryCare the most inclusive and comprehensive solution for individuals, families, and providers.
Past, Present & Possibility: The Evolution Of AI In Behavioral Health
To say that AI is all around us would be an understatement. From small daily conveniences—like Alexa turning on our favorite playlist or Google Maps guiding us through an unknown city—to more serious use cases like facial recognition to keep personal information secure, most of us interact with this technology on a regular basis.
But while these broad-use applications of AI are designed to help large swaths of the population, there’s also the realm of specialized AI. These systems focus on tackling specific, often complex tasks—like deciphering human emotion or spotting intricate patterns in data. It’s exactly the type of AI that’s starting to make big waves in behavioral health, and it’s the reason why it’s so important for industry leaders to carefully consider the role of AI in current—and future—behavioral health practice. Because once we bring intelligent technology into the treatment room, the benefit isn’t merely convenience; it has the potential to actually change lives.
In this 1-hour lunch and learn presentation, Dr. Shiri Sadeh-Sharvit will lead a thought-provoking discussion on the evolution of behavioral health-focused AI technology to its current state—as well as the possibilities she foresees in the next several years. Attendees will learn:
- Foundational concepts in generative AI—and how they apply to behavioral health-specific platforms like Eleos.
- Key characteristics and requirements that separate specialized healthcare AI tools from general purpose AI technology.
- The difference between artificial intelligence (or augmented intelligence) and digital therapeutics—and the current state of each in behavioral health.
- What’s next for AI in behavioral health—including emerging applications in decision support, outcomes tracking, supervision, treatment planning, compliance, and more.
Tyler Allem
With over a decade of experience in EHR implementation and management, Tyler Allem serves as a Senior IT Project Manager at Merakey, located just outside of Philadelphia. Merakey is a prominent non-profit organization specializing in developmental, behavioral health, and educational services, providing a wide range of integrated support to individuals and communities nationwide.
Minu Naik
Minu is a strategic healthcare systems executive with over 18 years of leadership experience in behavioral and physical healthcare. Known for her strong communication skills and team-building expertise, she excels in driving digital transformation and operational innovation.
In her current role as Senior Director of Strategy & Innovations, IT at Merakey, Minu oversees clinical systems for more than 1,200 programs nationwide, leading a high-performing team to enhance operational efficiency and support clinical growth.
Beyond her professional accomplishments, Minu is actively engaged in community service, holding leadership roles in several nonprofit organizations focused on diversity, equity, and inclusion. Her dedication to fostering relationships and advancing healthcare innovation makes her a standout leader in the industry.
Shiri Sadeh-Sharvit, Ph.D.
Shiri Sadeh-Sharvit, PhD, is Eleos Health’s Chief Clinical Officer. A clinical psychologist in her training, Dr. Sadeh-Sharvit has over 20 years of experience in treating individuals with complex mental disorders in community based settings. She is responsible for overseeing the company’s clinical and research strategy, including guiding clinical and health economic utility studies. Prior to joining Eleos Health, she served as a visiting faculty member and a consultant for a few years at Stanford University Department of Psychiatry and Behavioral Sciences. She is also an Associate Professor of Research at Palo Alto University. Dr. Sadeh-Sharvit’s clinical and research interests include developing and testing empirically-based and digitally-enabled psychological interventions and clinical training. She has received research grants from the Hilda and Preston Davis Foundation, the National Eating Disorder Association, Stanford Maternal and Child Health Research Institute, Super-Pharm Inc., and the Israeli Defense Forces. She has also served as a researcher and clinical supervisor in two large NIMH studies and published peer-reviewed in top-tier journals. She is also an expert in eating disorders treatment and prevention. She developed a program for parents with an eating disorder history, entitled “Parent-Based Prevention” and is the co-author of the book, “Parents with Eating Disorders: An Intervention Guide”, published by Routlegde Press. Dr. Sadeh-Sharvit has been an invited speaker on the topic of incorporating technology in clinical practice by many national and international organizations, including the American Psychological Association, Academy for Eating Disorders, European iCARE Consortium, Taiwan Association of Clinical Psychology, Anxiety and Depression Association of America, Sheppard Pratt, Johns Hopkins School of Public Health, and Mental Health America. She has also been repeatedly invited to interviews with the media, addressing issues of providing mental healthcare at scale, digital interventions, and healthy parenting practices.
Unlocking Your Organizational Edge: Leveraging AI For Competitive Advantage
Sponsored By: 
How can organizations leverage the innovative potential of Artificial Intelligence (AI) to not only enhance operational efficiency but also create a competitive advantage in a fast-changing landscape? Ravi Ganesan, President and CEO of Core Solutions, will delve into the transformative potential of AI in the business world and provide valuable insights and practical advice on effectively utilizing this powerful technology for behavioral health leaders.
Ravi will explore how AI can drive innovation through new business models, perform competitive analysis, boost operational efficiency, and enhance decision-making with data-driven insights. He’ll also reveal how AI can elevate customer experiences through personalized solutions. Finally, he’ll dive into the critical role of data quality and governance in AI implementation, offering practical insights on building a strong foundation for success within your organization.
Discussion topics include:
- Exploring AI fundamentals
- Harnessing AI for growth and gaining a competitive edge
- Successfully implementing AI within your organization
- Building trust and confidence in AI solutions
Ravi Ganesan, MBA
Ravi Ganesan is the founder and CEO of Core Solutions, where he leads the revolution in behavioral health through artificial intelligence and other cutting-edge technologies. With over 25 years of dedication, Ravi has addressed the unique challenges of the health and human services industry by developing innovative EHR technology, significantly improving treatment outcomes. His deep expertise in healthcare and technology, combined with a strong commitment to customer satisfaction, has established Core Solutions as a leading software provider nationwide. As CEO, Ravi has successfully established partnerships with large providers, government agencies, and leading management consulting firms to improve treatment for behavioral health and intellectual and developmental disability services. Ravi is an active speaker on AI and data-driven decision-making. Ravi received his M.B.A. from St. Joseph’s University in Philadelphia.
Lunch On Your Own
Enjoy lunch at the hotel restaurant, Bank & Bourbon, or take a walk down to the famous Reading Terminal Market!
Post Lunch Pick Me Up
Sponsored By: 
Join us in the exhibit hall for a fun after-lunch snack break!
Smart Home Expo: Innovative Technologies For The Consumer — Hearo Technologies
Hearo Technologies brings a flexible, person-centered approach to remote supports, enabling provider agencies to design and deliver custom programs tailored to individual needs. The ecosystem—featuring patented devices, mobile and tablet apps, a real-time monitoring dashboard with custom notifications, automations, and communication tools—empowers greater independence for individuals while supporting their care circles, including service coordinators, families, and caregivers.
Myke Bates
Myke Bates is co-founder and CEO of Hearo Technologies, an assistive technology company founded in 2018 with the core belief that well-designed technology has the power to increase independence and improve the lives of those that it serves.
With an ever-expanding ecosystem of sensors, all seamlessly monitored and controlled through the Hearo dashboard, Hearo continues to push the boundaries of what’s possible for independent living and what empathetic technology systems can offer the individual and their caretakers.
Myke’s story—like an epic tale filled with twists and turns—began with a naturally curious mind and a tech background that spans IT support, e-commerce, engineering, and even marketing, all of which led him to ask the most important question: How could he use all of this knowledge to make the world a better place?
Beyond Hearo, building community and sharing knowledge is central to Myke’s journey. In 2014, he founded Springfield Devs, a grassroots networking group for tech professionals in Southwest Missouri that’s grown to over 1,000 members and attained non-profit status in 2022.
To know Myke is to know his contagious enthusiasm for ideas, forward-motion, and engaged conversation. You might find yourself on a lively deep dive into music, movies, or memes or thoughtfully discussing how innovative tech solutions can improve systems and benefit individuals. No matter the outcome, it’ll be a memorable ride.
Using Technology As A Means To Enrich Clinical Outcomes: How A Whole Person Care & Crisis Program Are Creating New Quality Standards In A ‘Digital-First’ Age
This session is a must-attend for CEOs passionate about advancing service delivery and outcomes through technology. Our industry experts will explore how technology can be used to create a cutting-edge system of care that can elevate clinical outcomes using a digital-first approach.
Discover how Dr. Balfour’s pioneering work on crisis metrics has been adopted as a national standard and informed the ongoing quality improvement initiatives at Connections Health Solutions, a leading behavioral health and crisis services provider that combines medical and recovery-oriented treatments.
Then, hear how Carelon Behavioral Health is working to improve whole-person health access and outcomes with digital solutions.
Key takeaways:
- Understand what it means to be a digital-first behavioral health provider
- Discover a comprehensive guide for building a hybrid service delivery model and improving clinical outcomes
- Understand the power of data collection and reporting to tell a compelling story about the tangible outcomes of your services.
Hossam Mahmoud, M.D., MPH
Dr. Hossam Mahmoud is Regional Chief Medical Office at Carelon Behavioral Health, overseeing a team of medical directors, psychologists and pharmacists, dedicated to supporting behavioral health programs across multiple states. He leads the overall direction of the regional strategy to optimize behavioral health, improve whole-person health outcomes and implement innovative approaches and digital solutions to enhance behavioral health care access.
Prior to joining Carelon Behavioral Health, Dr. Mahmoud was the Medical Director for Behavioral Health at Cambia/Regence, where he provided medical leadership, strategic direction and clinical oversight for behavioral health services across all lines of business within the health plan. He has also served as medical director and senior vice president at Array Behavioral Care, a national telehealth organization, focusing on expanding access to BH services across the country.
Dr Mahmoud is a Board-Certified psychiatrist, Past President of the Illinois Psychiatric Society and Distinguished Fellow of the American Psychiatric Association. He earned his Medical Degree and Master of Public Health at the American University of Beirut. He worked as a Medical Officer at the World Health Organization before completing his residency training at Northwestern University in Chicago. He is passionate about increasing access to high quality behavioral health services nationally.
Margie Balfour, M.D., Ph.D.
Dr. Margie Balfour is a psychiatrist and national leader in quality improvement and behavioral health crisis care. She is Chief of Quality and Clinical Innovation at Connections Health Solutions And an Associate Professor of Psychiatry at the University of Arizona.
Dr. Balfour was named Doctor of the Year by the National Council for Behavioral Health for her work at the Crisis Response Center in Tucson and received the Tucson Police Department’s medal of honor for helping law enforcement better serve people with mental illness. She contributes to expert panels for SAMHSA and the DOJ. Her pioneering work on crisis metrics has been adopted as a national standard, and she co-authored Roadmap to the Ideal Crisis System: Essential Elements, Measurable Standards, and Best Practices. Dr. Balfour is a Distinguished Fellow of the American Psychiatric Association and serves on the Quality-of-Care Council.
A native of Monroe, Louisiana, Dr. Balfour earned a BA in Biology at Johns Hopkins University, followed by her MD and PhD in Neuroscience from the University of Cincinnati. She completed residency and fellowship in Community Psychiatry at the University of Texas Southwestern Medical Center in Dallas.
The Good, The Bad & The Ugly: Maximizing The Value Of Population Health Data
Sponsored By: 
This live-streamed conference session will unpack the various data requirements to perform population health as well as their strengths and limitations. This session will follow the journey wherein “raw data” becomes “actionable intelligence” and present various methods of expressing this information into the provider and/or CIN workstreams.
Jose Castillo, MBA, PMP
Jose Castillo serves as the Senior Vice President of Informatics & Analytics at Alera Health. In this role, he spearheads transformative initiatives in data ingestion, normalization, analysis, and visualization, leveraging cutting edge technologies such as AI and Machine Learning to translate complex datasets into actionable insights. An engineer by training, Jose joined Alera Health in 2018.
Before joining the company, Jose spent more than 17 years working as the Engineering Manager for the leading Engineering & Construction company in Venezuela, leading large, multidisciplinary, multi-billion-dollar projects in very complex and multicultural environments around the world.
In academia, he spent over 15 years teaching courses like structural design, project management, and calculus as an assistant professor and served as the advisor for 20+ research projects for both undergrad and grad students. He was also a board member in the College of Engineering at his alma mater in Venezuela.
Jose holds a bachelor’s degree in civil engineering and a master’s in project management from the Andres Bello Catholic University in Venezuela, and an MBA from North Carolina State University, with concentrations in Finance, Operations & Supply Chain, and Data Analytics. He’s also a certified Project Management Professional (PMP) since 2015.
In his free time, you will find Jose coaching youth soccer, at the golf course, or traveling with his wife and three daughters.
Smart Home Expo: Innovative Technologies For The Consumer — Braze Mobility, Inc.
Majority of wheelchair users experience accidents that lead to injury. Braze Mobility has developed the world’s first blind spot sensors that can be added to any wheelchair, transforming it into a “smart” wheelchair that automatically detects obstacles and provides alerts to the user through intuitive lights, sounds, and vibrations. For the end user, our system increases independence, confidence, and provides customizable feedback to accommodate a variety of needs, which results in an overall better user experience while navigating. For institutions, reducing collisions helps to offset the financial burden associated with property damage and costs in buildings with a large number of wheelchair users.
Terrence Ho
Terrence is a son, brother, and caregiver. He’s held roles in the public, private and non-profit sectors, where he’s learned to advocate tirelessly for the greater good as a strategist, facilitator, and community builder. One of his biggest influences is his younger brother, who lives with Duchenne Muscular Dystrophy. Caring for his brother for almost 30 years has helped Terrence appreciate the unique needs of patients and caregivers. Terrence has been inspired by these life experiences to become a change agent and advocate for accessibility, inclusion, and mental health. When he’s not advocating for others and caregiving, you’ll find him enjoying a podcast or jumping on his trampoline!
Building Your Technology Team For The Future: The Emergence Health Network & Maryville Academy Strategies
Staffing the right tech team to support strategic business goals and infrastructure is emerging as a complex issue for many executives.
In this dynamic session, learn how Emergence Health Network, the Local Mental Health and I/DD Authority in El Paso County, and Maryville Academy a leading childcare organization in Illinois, have developed holistic approaches to overcoming the challenges and opportunities in tech staffing. Gain perspective on strategies to ensure tech teams are aligned with current organizational strategy and equipped to thrive in the future landscape of technology and business intelligence.
- Understand the impact of adopting business intelligence strategies to reshape your approach to hiring and structuring your tech team
- Explore the changing roles of nonprofit IT and strategies for optimizing your technology staffing
- Uncover the secrets to successful recruitment, hiring, and retention of business technology staff for the 21st century
Kristen Daugherty, LCSW-S, LISW-S, MBA
Kristi Daugherty, CEO for Emergence Health Network, has over twenty years of experience in the behavioral health arena. As chief executive officer for El Paso County’s Mental Health/Intellectual Disabilities Authority for El Paso County, Ms. Daugherty is responsible for all clinical and oversight services delegated through performance contracts with Texas Health & Human Services.
During her tenure as CEO, Ms. Daugherty spearheaded several key initiatives that have significantly increased scope of services offered to the El Paso community. As a result of her leadership, jail-based mental health services are now offered to justice involved patients and crisis intervention teams now partner especially trained police officers with behavioral health clinicians during crisis response.
During this time, Emergence Health Network added key components the system of care such as extended observation unit services and Multi-Systemic Therapy for at-risk adolescents and their families. Ms. Daugherty also orchestrated operational turnaround resulting in significantly improved financial indicators, enhanced quality measures and an emphasis on patient data analytics to improve overall health. These efforts resulted in Emergence Health Network receiving Joint Commission accreditation– a distinction held by only a handful of community centers in the State of Texas. Most recently, EHN also achieved Certified Community Behavioral Health Center (CCBHC) designation, which will help the organization focus on addressing social determinants of health with a behavioral health focus.
Ms. Daugherty has led efforts to form critical community collaborations that have resulted in expanding access points to behavioral health services and expansion of services. Outside the area of crisis services, EHN has developed services in local school districts to include school-based clinics. A strong partnership with the local housing authority has resulted in work on a therapeutic community for individuals that have mental illness and are at risk of homelessness.
As El Paso has recently faced several challenges directly impacting community mental health, and Ms. Daugherty has ensured that EHN has led in crisis behavioral health response. In the aftermath of the August 3rd Walmart shooting, EHN provided a myriad of supports and services to victims, families and the entire community. Similarly, Emergence Health Network’s response to the COVID-19 pandemic has resulted in a strong emphasis on mental health supports.
Ms. Daugherty is a Licensed Clinical Social Work Supervisor in the State of Texas and a Licensed Independent Social Work Supervisor in the State of New Mexico. She has a Master’s Degree in Social Work from New Mexico State University and is a graduate of the Executive MBA Program at the University of Texas at El Paso.
Carlos Ortiz, MBA, MAcc
John Falsetti
Mr. Falsetti is currently the Chief Information Officer for Maryville Academy. A child welfare agency based in Des Plaines, Illinois. His areas of expertise include managing all areas of technology and information services, IT strategic planning, staff development, database development and warehousing, electronic health record (EHR) development and implementation, voice/data infrastructures, helpdesk and user training, business intelligence, and process re-engineering.
Leadership Management Certificate Program Networking Session
Come learn more about the newest OPEN MINDS Circle member benefit – the Leadership & Management Certificate Program. Refreshments will be served! Join us to meet and mingle with other members of the OPEN MINDS Leadership & Management Certificate Program and discuss benefits of the program with OPEN MINDS‘ senior leadership.
To learn more information or to join the program, please click here.
Karen Carloni, NCC, LCPC, CRC
Karen Carloni, NCC, LCPC, CRC, brings more than 20 years of experience to the OPEN MINDS team as a Senior Associate. Ms. Carloni has extensive experience in non-profit management and program development, as well as fiscal oversight and grant writing.
Prior to joining OPEN MINDS, Ms. Carloni served as the Chief Operating Officer at Cornerstone Montgomery, a certified community behavioral health center spanning a four-county region. In this role, she worked alongside the CEO and the board of directors to ensure the development and implementation of the agency strategy. Ms. Carloni helped meet performance expectations under multiple grants (SAMHSA, county, state, private foundation), and managed budgets in multiple cost centers for an overall budget of $33 million and 450 staff. She also trained program directors and managers to ensure successful program delivery. In addition, she served as a freelance content writer for Choosing Therapy, writing articles in a variety of behavioral health content areas for an online blog.
Before that, Ms. Carloni served ten years as the Executive Director, Deputy Director, and PRP Director at Southern Maryland Community Network, Inc, a nonprofit organization with $6 million in annual revenue and 80 staff over a three-county, ex-urban area. She collaborated with the Board of Directors, internal and external stakeholders to provide excellence in service delivery in wide array of programs: PRP, vocational, residential, crisis, assertive community treatment, targeted case management, police liaison, justice reinvestment, and homeless outreach. Ms. Carloni ensured continuous adherence to CARF accreditation standards and COMAR regulations and a positive agency cultural climate and diversity, equity and inclusion in staffing, culture, and services. She oversaw the annual budget process and the development strategy. Ms. Carloni also managed the facilities and Medicaid/Medicare fee for service billing and grant funded programs. In April 2023, she successfully led and completed the strategic plan goal of merging with a CCBHC to ensure future sustainability.
Previously, Ms. Carloni was a Psychotherapist at Synergy E Therapy, where she offered private practice psychotherapy to adults, teens, and couples to meet mental health shortages during Covid-19. Ms. Carloni also served as the Emergency Psychiatric Services Consultant at Calvert Health. There, she preformed psychosocial assessments, linkage, and crisis intervention in the emergency department.
Ms. Carloni received her Master of Arts degree from the University of South Florida and her Bachelor of Science degree from the University of Florida.
Casey Bell
Casey Bell has been with OPEN MINDS since 2001 and has served in a variety of functional areas throughout her tenure and has developed expertise in web development, network and database management, publications, marketing and promotions, and project management.
Currently, Mrs. Bell serves as OPEN MINDS Chief Operating Officer and is instrumental across all of OPEN MINDS departments, including finance, network and database, subscription services, and consulting. In this role, she manages multiple projects, assists staff members in using computer applications to their full capabilities, and evaluates and develops new initiatives for OPEN MINDS staff and customers.
In addition, Mrs. Bell manages the OPEN MINDS Industry Database with its more than 500,000 organizational records. Leading this core department, she has developed and maintains six different industry stakeholder datasets, specializing in Microsoft Access and SQL Server.
In previous roles, Mrs. Bell has overseen the development and management of the OPEN MINDS web site and promotional plans. She was responsible for several areas of the company’s marketing and customer outreach, including design and administration for the company’s web site, coordinating the electronic distribution of the company’s e-publications, and providing technical support to customers. She has also directed the OPEN MINDS sales team and provided support for the company’s annual publications.
Mrs. Bell is a Gettysburg native and studied accounting at Messiah College.
Developing Your Tech-Enabled Service Model For I/DD & In-Home Services
Sponsored By:
As the demand for in-home services continues to grow for aging and medically complex populations, providers must shift away from traditional service delivery models towards tech-enabled models that leverage solutions like remote monitoring and smart home technology to reduce staff burden, increase access, and support improved outcomes.
Yet, studies show that less than 3% of people living with intellectual and developmental disabilities (I/DD) have access to assistive technologies even though more than 60% of individuals with an I/DD live with a family member, and nearly 12% live independently.
In this session, hear how Shiftability and OneVision, a non-profit organization that supports individuals with disabilities, built a tech-enabled service delivery model centered around independence and inclusion for people supported while building organizational capacity to serve more.
The key takeaways for this session include:
- Examine how technology can be implemented into service delivery to reduce staff burden and support Independent living for complex consumers
- Learn how to evaluate current service lines and identify gaps that can be filled with the strategic use of technology to enhance performance, ROI, and outcomes
- Explore solutions to overcoming common challenges of implementation and creating longevity in tech-enabled services
Matt Platell
Matt is the Assistive Technology Coordinator for Tech Enabled Services at One Vision. Matt’s focus is on the Smart Living service model where individuals are supported through a combination of technology and in-person direct care to empower them in realizing their hopes and dreams. Through a focused and person-centered use of technology, the people One Vision support become more-and-more independent and included in their communities. Matt has worked at One Vision for five years in various roles, starting as a Direct Support Professional in 2019.
Matt was born and raised in Australia, obtaining a Bachelor of Science and working for many years as a Science Teacher, specializing in the Life Sciences. He has a lifelong unbounded enthusiasm for service, education, and the sciences. Matt enjoys making a direct impact on the lives of each person he supports in realizing their goals and introducing them to new opportunities.
Javen Swann
As the Smart Living Service Manager, Javen Swann is dedicated to harnessing technology to promote independence, autonomy, and inclusion. With a diverse background and extensive experience, Javen has made significant contributions across various fields, challenging traditional support paradigms for multiple populations. His innovative approach to enhancing quality of life through technology underscores his commitment to empowering individuals. Under Javen’s leadership, One Vision is making a positive impact, fostering a culture of independence, autonomy, and inclusion through cutting-edge technological solutions.
Brian Hart
Brian Hart is the CEO of Smart Living Systems and ShiftAbility, a Cincinnati-based agency focused on assisting I/DD agencies in transforming from typical caregiving models to technology-first models of service. He has made it his mission to push the boundaries of what options exist for adults with disabilities. He is never satisfied and believes there is always a better way to increase the independence of others and break down the systemic barriers that hold them back. He has been at the forefront of expanding services through the use of technology enabled supports and community clusters of services. Through his work, Brian has been able to assist agencies across the country to implement technology first and remote support to increase the number of individuals they support. Brian believes that technology enabled support is the solution to the problems facing I/DD and Mental Health support agencies, and he is excited to be at the forefront of assisting agencies in this change.
CEO Technology To-Do List: What To Accomplish Between Now & Next Year’s Summit
The summit is over, but now what? This wrap-up session will offer concrete next steps that attendees can take to their organization to evaluate best, strategize, and implement improvements to their technology infrastructure and data/reporting processes.
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.
Executive Networking Reception
End your day by unwinding in the exhibit hall for some fun! Refreshments and cocktails will be served.
Morning Yoga
Rejuvenate your creativity, focus, and mindfulness by starting your day with an all-level yoga session. This class will wake you up and get you moving for the rest of the day! Join OPEN MINDS own registered yoga instructor, Joe-Paul Naughton-Travers, RYT-200, for this fun morning activity.
Yoga mats and bottled water will be provided.
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.
Executive Networking Breakfast
Join us for a hot breakfast and coffee in the exhibit hall to start your day! There’s still time to visit with our exhibitors and get scanned to be entered into the raffle drawing.
The Next Frontier In Managed Care: Florida Community Care’s Award Of Florida’s I/DD Managed Care Contract
Join David Rogers, President of Florida Community Care, as he explores their recent award of Florida’s new Comprehensive Intellectual/developmental disability (I/DD) Managed Care Program and what this means for the future of I/DD services on a national level.
Historically, the I/DD population receiving waiver services has been excluded from Medicaid managed care enrollment. The tide is beginning to turn with ten states having specific long-term care managed care plans for persons with I/DD. His recent award of a six-year contract from The Florida Agency for Health Care Administration to Florida Community Care, LLC, to pilot a managed care plan for people living with I/DD is a strong signal of states’ interest in how to better manage Medicaid benefits for the I/DD and LTCC populations. Throughout the pilot, 900 beneficiaries with I/DD will receive comprehensive medical, long-term care, and home- and community-based services (HCBS) waiver services.
In this session, gain a deeper understanding of the intricacies of this contract, including the overall goal of what The State Of Florida is trying to accomplish, how Florida Community Care plans to embrace this complex Medicaid population, and what key outcomes will be evaluated for the short-term pilot.
David Rogers
David Rogers is the President of Independent Living Systems (ILS) and a seasoned leader with more than 30 years of healthcare experience in both the public and private sectors. As President of ILS, Rogers is responsible for day-to-day management of the internal operations of the company as well as execution of strategies to optimize people, process, and technology across the enterprise and to continue to advance ILS as a driving force in healthcare innovation.
Prior to being named President of ILS in 2020, Rogers joined Florida Community Care (FCC), a subsidiary of ILS, as Executive Director and Chief Operating Officer in 2018. Before assuming his role at FCC, Rogers was Managing Principal of Health Management Associates (HMA) Medicaid Market Solutions where he advised and supported state agencies, health systems, health plans, and others. Rogers served as Assistant Deputy Secretary for Medicaid Operations, functioning as the Florida’s Medicaid program’s Chief Operations Officer. He has also served as Idaho’s State Medicaid Director.
David earned his Bachelor’s degree and Graduate Certificate in Health Services Administration and Public Policy from Florida State University.
Thought Leader Discussion
Join our keynote for an interactive discussion where you can take time to ask your own questions and continue the conversation.
David Rogers
David Rogers is the President of Independent Living Systems (ILS) and a seasoned leader with more than 30 years of healthcare experience in both the public and private sectors. As President of ILS, Rogers is responsible for day-to-day management of the internal operations of the company as well as execution of strategies to optimize people, process, and technology across the enterprise and to continue to advance ILS as a driving force in healthcare innovation.
Prior to being named President of ILS in 2020, Rogers joined Florida Community Care (FCC), a subsidiary of ILS, as Executive Director and Chief Operating Officer in 2018. Before assuming his role at FCC, Rogers was Managing Principal of Health Management Associates (HMA) Medicaid Market Solutions where he advised and supported state agencies, health systems, health plans, and others. Rogers served as Assistant Deputy Secretary for Medicaid Operations, functioning as the Florida’s Medicaid program’s Chief Operations Officer. He has also served as Idaho’s State Medicaid Director.
David earned his Bachelor’s degree and Graduate Certificate in Health Services Administration and Public Policy from Florida State University.
The Future Of Aging Services — How Trends, Policies & State Master Plans Are Impacting Traditional Providers
As societies worldwide age due to declining birth rates and longer life expectancies, the looming reality of more adults over 65 than children under five by 2035 necessitates proactive preparation.
Top of mind for organizations looking to expand services for the aging population should be adaptation in service delivery to meet the complex needs of aging and medically complex consumers, strategies for adapting to Medicare funding, the impact of state master plans for aging, and updated public policies put in place to protect aging consumers moving throughout the health care system. In this session, attendees will explore key trends on national and local levels, their impact on traditional service providers, and strategies for organizations looking to expand services to fill this growing gap in care delivery.
Key takeaways from this session include:
- Gain a big picture understanding of how State Master Plans For Aging are influencing funding and access for aging services
- Explore critical factors that contribute to healthy aging and strategies for integrating these factors into service delivery for improved outcomes
- Examine how current market trends are creating new service line opportunities for health and human services organizations
Leanne Clark Shirley, Ph.D.
Leanne Clark-Shirley, PhD, is ASA’s President & CEO. Clark-Shirley is a social gerontologist with nearly 20 years of experience working in aging-related nonprofit, consulting and academic environments. Before joining ASA, she was AARP’s Senior Evaluation Advisor, responsible for strategic planning, building internal evaluation research capacity and applying impact measurement expertise at the departmental and enterprise levels. Prior to that, she led the Aging and Disability research practice at IMPAQ International, a think-tank and policy research firm. Clark-Shirley is a fellow of the Gerontological Society of America, teaches courses on policy and aging and regularly mentors students interested in non-academic careers in aging. She received her doctorate in Gerontology from the University of Maryland, Baltimore County.
Julia Alexis, MA
Julia Alexis is Vice President, Strategic Initiatives and Operations at the AARP Public Policy Institute (PPI) where she oversees its business development, management and operations. She leads a team of professionals whose diverse skills ensure PPI’s operational success. Working with the public and private sectors, including foundations, she identifies and creates new opportunities to strengthen and optimize PPI’s impact and performance.
Prior to joining PPI, Alexis served as Vice President, Health Products and Services at AARP Services, Inc., where she created and managed AARP’s health product portfolio, increased membership and revenue, managed major service providers and multimillion dollar budgets, served as media spokesperson, and launched new products and initiatives. Alexis spent 5 years as a senior executive at an academic medical center, where she built physician practice groups and clinical practices and managed Medicare demonstration projects. Earlier in her career, Alexis developed and led significant advertising campaigns for large insurers, pharmaceutical companies, and health advocacy groups as an executive at a full service, award-winning marketing agency.
She has extensive experience in data driven direct to consumer and business to business marketing.
A member of the Society for Women Business Leaders in Health Care, Alexis serves on several volunteer boards including as board chair for a non-profit focused on young adults with intellectual/developmental disabilities. She authors blogs on health and wellness.
Alexis graduated with honors from Georgetown University, Edmund A. Walsh School of Foreign Service, with a bachelor’s of science, foreign service (international economics/politics.)
Najja Orr, DBA, FCPP
Najja R. Orr assumed the role of PCA’s President & CEO in 2020 as services to Philadelphia’s older adults had to quickly adapt during the COVID-19 pandemic. This included delivering more than 3 million meals to older Philadelphians through home-delivered and community-based meal programs. Prior to coming to PCA, Orr worked for the Bucks County Area Agency on Aging since 2002 and served as that agency’s director until 2011. In 2017, he joined PCA as the chief strategy officer, leading the agency’s planning department.
Orr has served on several boards during his tenure in the aging field and held a number of positions, including chair of the Pennsylvania Department of Aging Cultural Diversity Advisory Council and board secretary and southeast regional representative for the Pennsylvania Association of Area Agencies on Aging. Orr has also served as a member of the Bucks County Area Agency on Aging Cultural Diversity Committee and the United Way of Greater Philadelphia and Southern New Jersey Vision Council.
Orr received his doctorate from Temple University in 2022. He also holds a master’s degree in business administration from Drexel University and a bachelor’s degree in psychology from Morehouse College. Orr was recently selected as one the 2022 nonprofit power 100 honorees by City & State Pennsylvania. In addition to being a dedicated advocate for older adults, Orr is also a dedicated husband and father of four.
Rigo Saborio, MSG
Rigo J. Saborio, MSG, is Vice President of Programs, Equity, and Community Impact at The SCAN Foundation. In this role, Rigo oversees the Foundation’s efforts around diversity, equity, and inclusion (DEI) to ensure all older adults receive the services and supports they need to age well. Over the last year, Rigo implemented the Foundation’s community impact plan for strategic grantmaking.
Rigo has over 30 years of experience in the field of aging with an emphasis on public policy, diversity outreach, administration, and direct service. Rigo’s career included 13 years as Chief Executive Officer of St. Barnabas Senior Services in Los Angeles and eight years with AARP, culminating as a Director of Diversity Outreach and Alliances for AARP’s National Office. He also served six years as Director of USC’s Los Angeles Caregiver Resource Center and worked as a staffer on the U.S. Select Committee on Aging for the U.S. House of Representatives. Rigo is active with numerous charitable and professional organizations and cofounded and served as Chair of the Los Angeles Aging Advocacy Coalition and is a member of the Equity in Aging Advisory Committee, which advises the governor’s administration on the implementation of the California Master Plan for Aging, as well as Department of Aging on the planning and implementation of aging and disability programs.
Rigo holds a Master of Science in Gerontology from the USC Davis School of Gerontology. He also completed a bachelor’s degree in Nutritional Sciences at the California State University, Los Angeles. Rigo enjoys traveling with his wife, spending meaningful time with his two daughters, catching a ballgame with his dad, and sharing a meal with friends and family.
Gulf Coast Center & Well Life Network Track, Monitor & Transform Operational Performance & Reporting Through Data Solutions
One of the most frequently asked questions of the OPEN MINDS Team is about operational efficiency. It is increasing the bottom line through improved workflow processes relative to referral management, appointment scheduling, authorization processes, documentation flow, and timely billing completion. This session will focus on strategies for improving data driven management skills and operational efficiency while avoiding staff and clinician burnout.
Learn how Gulf Coast Center, a provider of mental health, substance use, and I/DD services, was able to implement new technology, and transform their reporting, to inform processes and procedures that ultimately resulted in a 32% increase in the number of clinicians meeting their performance goals.
Then hear how Well Life Network, a nonprofit dedicated to the wellness of New Yorkers faced with disabilities, mental illness and addiction, was able to build a comprehensive dashboard amongst two EHR’s to better collect, analyze, and strategize to support the overall financial growth of the organization.
Key takeaways include:
- Exploration of varied uses of data to improve organizational efficiency
- Strategies for bridging the gap between operational, clinical, and financial data
- An examination of the most important metrics to improve operational performance
Felicia Jeffrey, LPC
Felicia Jeffrey’s work as a CEO in the Mental Health, Substance Use, and I/DD service industry highlights her dedication to advocacy and innovation. Her leadership approach, grounded in empowerment and ethical responsibility, aligns with the essential needs of the communities she serves. This makes her a key advocate for advancing services in these critical areas.
As a leader, Felicia’s qualities are especially impactful when working with communities. By empowering individuals within communities, she fosters collective growth and well-being. Her commitment to transparency and accountability likely builds trust within these groups, while her adaptability helps her respond to the unique challenges that different communities face.
Felicia’s commitment and dedication extend to transforming communities. By fostering partnerships and addressing unique needs, she ensures access to tailored services that make a lasting impact.
As a speaker, Felicia inspires professionals with her expertise in driving innovation, building partnerships, and leading transformational change. Her passion and dedication empower and inspire others to excel in their careers and create meaningful changes in their communities.
Dr. Devon Stanley, DSL, PMP, PMI-ACP, CSEP
Dr. Stanley is an executive in the behavioral health sector, bringing over 15 years of strategic IT leadership to his role as Chief Information Officer at The Gulf Coast Center, the Mental Health Authority for Galveston and Brazoria counties in the Greater Houston Area. A highly regarded transformational leader, he has a robust background in business transformation, digital strategy, technology governance, cybersecurity risk management, enterprise risk management, and strategic planning. Dr. Stanley leverages innovation and technology to drive outcomes while excelling in relationship-building across organizations.
He began his career as an Operations Specialist in the U.S. Navy abroad, the USS San Antonio, where he honed his skills in team leadership and operational excellence. In 2012, he transitioned to the private sector at Newport News Shipbuilding, where he advanced through various roles, from systems administration to project management. At NNS, he was instrumental in architecting and maintaining IT systems that supported a vision of an integrated digital shipyard.
Dr. Stanley holds a Bachelor of Science in Information Systems and Technology from Old Dominion University (2013), a Master of Science in Engineering Management from George Washington University (2016), and a Doctorate in Strategic Leadership from Liberty University. He also holds a graduate certificate in Public Procurement and Contract Management (2016), a Project Management Professional (PMP) Certification (2015), and a Certified Systems Engineering Professional (CSEP) Certification (2019).
At The Gulf Coast Center, Dr. Stanley is dedicated to enhancing mental health services through technology and advancing toward the “clinic of the future,” focusing on the quadruple aim in healthcare. His leadership has driven significant milestones, including improved access to services, increased patient and clinician satisfaction, program expansion, and innovative service models. With a vision for accessible, stigma-free mental health care, Dr. Stanley continues to spearhead transformative initiatives within The Gulf Coast Center and the broader behavioral health landscape.
Amy Platt, Ph.D., LCSW-R
Dr. Platt currently serves as the Vice President of Data Strategy & Analytics for WellLife Network Inc., a non-profit behavioral healthcare organization. In this position, she provides pivotal direction and leadership, while overseeing two Electronic Health Record (EHR) systems, in addition to multiple relevant software applications. Her responsibilities span a wide variety of crucial functions, including leading organizational strategies for technology adoption, oversight of critical technological advancements, building dashboards for Key Performance Indicators (KPI) and creating data analytics for state and federal grants. Dr. Platt fosters a culture of innovation by identifying priorities for workflow modifications to improve the quality and efficiency of service delivery. She continues to drive digital transformation initiatives while serving as the organizational leader for health system technology alignments, their necessary optimizations, and overall adoption.
Prior to her current position, Dr. Platt served as a Division Director, where she managed several addiction recovery service/prevention programs that included a mental health outpatient treatment program. Her additional responsibilities consisted of the creation and implementation of policies and procedures to ensure ongoing compliance with regulatory standards. She spearheaded program developments and expansion efforts, collaborated with community-based coalitions, and coordinated marketing strategies to promote vital health services.
In her role as Program Director, Dr. Platt managed staff in Addiction Recovery Service programs, focusing on quality assurance, program development, and staff supervision. She also facilitated clinical management sessions and directed key services with medical professionals. Further, her experience as a Clinical Supervisor equipped her with valuable insights into both program and staff administration as well as crisis intervention. Demonstrating a strong proficiency in designing and implementing programmatic changes, Dr. Platt led a concerted effort to enhance productivity and outreach efficiency for numerous initiatives.
Beginning her career as a clinician, Dr. Platt specialized in Co-Occurring Disorders (COD) and provided evidence-based therapy to individuals with Substance Use and Mental Health Disorders. She has made significant contributions to academia as an Adjunct Professor at both Stony Brook University and the College of New Rochelle, with a focus on a diverse range of subject matters, such as Psychopharmacology, Adolescent Development, Understanding Addictions, Evidence-Based Practices, and Group Work. Dr. Platt’s scholarly contributions are also comprised of publications centered on the perception of addiction in today’s American media. Her extensive collegiate achievements include a PhD in Social Welfare from Stony Brook University, an MSW from Adelphi University, and a BA in Sociology from the State University of New York at Albany.
With a relentless commitment to improving healthcare outcomes through data-driven strategies, clinical expertise, and academic contributions, Dr. Amy Platt’s multifaceted experience has provided her with a unique skillset to drive innovation and excellence in the healthcare industry.
The Power Of AI: Fueling Organizations & Elevating People
Sponsored By: 
Welcome to the age of AI! On the subject of artificial and augmented intelligence, today’s healthcare leaders are constantly challenged with understanding what’s real and what’s just buzz. Join us for an engaging session where our experts help you develop a roadmap for AI adoption, including what questions to ask. You’ll learn what it takes to adopt a Meaningful AI approach that pinpoints the intersection of effective UX, reliability, compliance, and beyond.
- Learn how to strategically plan for your organization to adopt and integrate AI today with an eye toward the future
- Develop a deeper understanding of how AI can support staff and improve morale by reducing administrative burdens to allow time for more meaningful work
- Explore the power of automation in clinical, operational, and financial workflows across the business
Jessica Fenchel, MA
Jessica Fenchel is the Executive Vice President and COO at Access Services, where she supports the delivery of diverse community-based programming for children, adults, and families in Eastern Pennsylvania. Access Services is a nonprofit organization building community through the delivery of services in Behavioral Health, Children and Families Services, and Intellectual Disability and Autism Programming.
Jess has been at Access Services for over 10 years, during which she was key in the startup of innovative initiatives across multiple service spaces including crisis, forensics, schools, and homelessness. Jess believes that help should be helpful and that the people we serve deserve our best. She has led in partnership building to realize integration between behavioral health and physical health, driving solutions for vulnerable populations. Jess’ work to develop new models of partnership between law enforcement and crisis systems has led to overall reductions in arrest for those experiencing mental health crisis.
Jess received her undergraduate degree from Messiah College, her master’s degree from Lasalle University in Clinical Counseling Psychology, training in Applied Behavior Analysis from the University of North Texas, a certificate in Nonprofit Management from Lasalle University, and a certificate from the Global Trauma Recovery Institute. Jess is an avid sports fan, especially the Buffalo Bills, and loves being active outside with her husband, three kids, and dog.
Erica Gregory
As vice president of Revenue Cycle Management Operations, Erica oversees all billing and back-office operations for healthcare organizations across the country. Through strategy, measurement and execution, she works with internal teams to ensure the client achieves optimal financial performance. Erica is an expert in operations and business development, displaying a track record of consistent, substantial and measurable success across healthcare and technology. She is dedicated to exceeding goals by delivering results that directly impact the bottom line. She accomplishes this by collaborating with teams across Netsmart who bring expertise and technology innovation. Prior to joining Netsmart, Erica was an executive at Center Corporation for more than 10 years. Her roles spanned from financial management to business development/automation. Erica is a long-standing member of the Healthcare Financial Management Association and is a Certified Healthcare Financial Professional (CHFP). Erica received her bachelor’s degree in economics and accounting from the University of Kansas.
Chris Yakscoe
As director of client alignment with Netsmart, Chris works with current clients to optimize their technology platforms and ensure they are using workflows efficiently. He is most proud of Bells, the artificial intelligence (AI) documentation solution, and the difference it makes in the work of clinicians.
Prior to Netsmart, Chris served as vice president of Remarkable Health, where he worked on the team that developed Bells, the popular AI digital assistant. He partnered with clients to successfully implement Bells alongside their EHR and designed strategies to improve documentation and billing processes. Chris routinely speaks at events and as a panelist on webinars sharing the power of effectively using technology to improve the client and staff experience.
Chris is a graduate of the University of Pittsburgh and holds a degree in business administration. He resides in Scottsdale, AZ, and enjoys networking and volunteering in the community.
Developing A Person-Centered Approach To Care Delivery For Aging & Medically Complex Populations: The Columbus Organization Case Study
About 80% of surveyed C-suite executives from U.S. life sciences and health care organizations see improved health equity as a top goal for 2024. Understanding health equity and integrating its principles into service delivery is also essential for providers looking to improve outcomes and negotiate higher rates with health plans.
In this session, hear from leaders at The Columbus Org, the nation’s largest care coordination provider for individuals with I/DD, on how they are working to develop evidence-based practices and improve service delivery to better support the complex needs of the aging I/DD population.
Attendees will discover emerging solutions to overcoming common barriers to accessing care for older adults. Plus, gain strategies for leveraging a person-centered approach to care delivery models that support improved outcomes and bolster a competitive service portfolio that supports the aging population.
Key takeaways from this session include:
- Understand strategies for improving outcomes when serving older adults, like overcoming common barriers to access and developing person-centered service lines
- Discover emerging solutions to overcoming common barriers to access and effective care delivery for serving older adults
- Explore practical tools for developing “person-centered” approaches to service delivery
Tanya Wyant, Ph.D.
Dr. Wyant serves as the Vice President of Northeast Care Coordination for The Columbus Organization. In this role she oversees all operations and business development for several states for the Company. She has also been a part of numerous projects within Columbus to advance its capabilities, providing better opportunities for direct service provider engagement. She has also been a part of or championed numerous efforts to improve the service offering for clients, with a focus on holistic and person-centered care.
Prior to Columbus, Dr. Wyant had a variety of experiences in New York, culminating in working in case management leadership when the state moved to managed care/at risk models.
Dr. Wyant has also served as an adjunct instructor in Psychology for SUNY.
Elaine Aguirre, M.D.
Elaine Aguirre is a general physician from the University of Colima, Mexico, with over 16 years of managed care experience working in various roles, from Care Coordination to Director of Clinical Operations and Medical Management, and currently VP of Clinical Operations and Business Development under the Columbus Organization. Over the last 9 years, she worked in the implementation and growth of the NJ MLTSS department in WellCare NJ. In 2024, she came to the Columbus Organization as part of the strategic plan to expand its capacity and experience within the population with complex needs, long-term care programs, and programs for the aging, as well as the collaboration with our parent-managed care company, Care Source. She grew up as an only child of immigrant Mexican parents, 1st one in her family to finish college and become a doctor, and she has 3 wonderful kids who are her life’s most valuable achievement, the most supportive husband she could ask for…. and 2 spoiled dogs.
Digital Tools With An ROI For Whole Person Care: A Look At The Digital Mental Health Implementation Playbook
Despite the growing evidence supporting the effectiveness of digital mental health tools, integrating these solutions into mainstream health care systems remains a challenge. Many initiatives occur outside traditional academic research, lacking established methods for sharing findings. To bridge this gap, the Society for Digital Mental Health (SDMH) has developed a Digital Mental Health Implementation Playbook. This resource aggregates insights from a Workgroup comprising representatives from companies and health care systems who have navigated the complexities of digital mental health implementations.
In this session, we will delve into key findings and strategic approaches derived from the Workgroup’s experiences, discussing practical tactics for overcoming common challenges in implementing digital mental health tools and solutions, and emphasizing their role in advancing whole person care.
Key learning objectives:
- Understand how digital tools contribute to delivering high-quality, accessible whole person care
- Review the Workgroup’s insights that highlight successful strategies and practices for digital tool integration in health care
- Learn about actionable strategies to overcome implementation challenges and evaluate the return on investment (ROI) for digital mental health tools
David Mohr
David C. Mohr, Ph.D. is a Professor of Preventive Medicine and Chief of Behavioral Medicine in Northwestern University’s Feinberg School of Medicine, with appointments in Departments of Psychiatry and Medical Social Sciences. He is Director of the Center for Behavioral Intervention Technologies (CBITs; www.cbits.northwestern.edu) and leads the Multidisciplinary Postdoctoral Fellowship in Digital Mental Health. Dr. Mohr’s research lies at the intersection of behavioral science, technology, and clinical research, focusing on the design, evaluation, and implementation of digital mental health technologies and services. He has developed and evaluated numerous web-based, mobile, and text messaging interventions for depression and anxiety. While there has been much research over the past decades demonstrating the effectiveness digital mental health interventions, successful implementation in healthcare settings has been elusive. To address this research-to-practice gap, an overarching goal of Dr. Mohr’s current work is to design, evaluate and sustainably implement digital mental health services in real-world healthcare settings. Dr. Mohr has also conducted research in personal sensing, using smartphone sensor data to detect behaviors related to common mental health problems such as depression and anxiety. The goal of this work is to develop more efficient tools that can respond to sensed states to provide just-in-time interventions. Dr. Mohr is President of the Society for Digital Mental Health and a Fellow of the American Psychological Association and the Society for Behavioral Medicine. His research has been consistently funded for more than 30 years by the NIH, other federal agencies, and numerous foundations, resulting in over 350 peer-reviewed publications, and more than 25 book chapters.
Lisa Palko, PharmD
Lisa Palko, PharmD, most recently serves as the Executive Director at the Society for Digital Mental Health. Dr Palko earned her PharmD from the University of Pittsburgh with a specialization in psychiatry and is a passionate advocate for mental health and technology-driven solutions. Her experience in the pharma industry includes serving as the Vice President of Medical Affairs at Akili Interactive and as a Medical Director for Otsuka Digital Health. With more than two decades working in mental digital health/medicine organizations, she has been invited to advise on population health systems and pre-market applications and was instrumental in the development of a military population health tool. She has previously worked at UPMC Health Plan and Western Psychiatric Institute and Clinic (UPMC). Her experience has resulted in the cultivation of a unique skill set essential for navigating the intersection of mental health and technology.
Technology & AI’s Role In Staff Retention: How A Community-Based Program In New York Have Embraced Innovative Technologies To Combat Turnover
Much has been discussed about the sea change around staff recruitment and retention in the health field. The persistent challenge of securing and retaining direct service providers, licensed clinical staff, and various clinical service professionals remains a paramount concern for health care delivery organizations at all levels.
To address this critical issue and enhance staff retention, health care has shifted its focus towards prioritizing the staff experience with technology. This shift aims to retain staff and elevate their work experience, fostering a more fulfilling environment for those delivering care.
In this session, learn how New York Psychotherapy & Counseling Center, a non-profit, community-oriented mental health organization licensed by the New York State Office of Mental Health, is leveraging innovative uses of technology and AI to support staff retention and further advance the user experience.
Attendees will:
- Explore innovative technologies that aim to improve the staff user experience
- Examine implementation models for these types of software and technology solutions
- Learn how AI and other new technologies will be helping with this process in the future
Joshua Klein
Joshua Klein is the VP of Strategy and Business Operations at New York Psychotherapy and Counseling Center (NYPCC), where he dedicates his expertise to increasing access to quality mental healthcare for underserved communities in New York City. Using his background in financial operations and a keen interest in technology, Joshua focuses on creating efficiencies and streamlining operations at NYPCC, with a special emphasis on leveraging technology to improve both consumer engagement and workforce productivity.
Prior to joining NYPCC, Joshua served as a Manager in PwC’s assurance practice, managing audits of large alternative asset managers. A licensed CPA, Joshua brings a strong financial acumen to his role, where he successfully integrates finance and technology to deliver exceptional outcomes.
Revolutionizing I/DD & Aging Support With Smart Home Technology: A Fireside Chat
Dive into the transformative impact of assistive technology in I/DD and aging support services with top Smarthome providers, funders, and industry thought leaders at the forefront of innovation. In this pivotal session, discover how leading I/DD providers like Smart Living Systems by LADD and Easterseals Arkansas are seamlessly incorporating assistive technology and smart home solutions into their service delivery models.
Explore KenCrest’s groundbreaking work in integrating independence-enhancing technologies, which earned them the prestigious Tech First Shift Accreditation in Pennsylvania. Additionally, gain insights into the Pennsylvania Assistive Technology Foundation’s role as a certified Community Development Financial Institution and the efforts of the Age Tech Collaborative to drive advancements in this vital sector.
Key Takeaways:
- Understand how technology solutions can optimize care delivery, improve operational efficiencies, and enhance the overall client experience, positioning organizations as industry innovators and thought leaders
- Discover innovations in assistive technology, collaborations, and service delivery are driving this efficiency, popularity, and accessibility of these solutions
- Learn how local, federal, and private funding streams are supporting the rise of smart home technology
Joel Shapira
Joel Shapira is a distinguished leader in AgeTech with over 20+ years of experience dedicated to improving the lives of older adults through technology and innovation. Currently serving as the Strategic Initiatives Lead for the American Society on Aging and the CEO of AgeTech Chicago, Joel has established himself as a key figure in bridging the gap between technology and aging services. As the founder and Chief Orchestrator of BeyondAge, he helps organizations design and develop tech-enabled solutions for older adults to live longer, better in their homes and communities. He advises numerous startup executive teams on product development and distribution as well as fundraising efforts. His work over the last decade with MyndVR expanding their global growth channels enabled thousands of older adults to enjoy stimulating and therapeutic virtual reality experiences.
Joel also demonstrates his commitment to cultivating meaningful intergenerational relationships serving as National Advisory Board Lead for Perfect Pair, a nonprofit organization that connects older adults with college students across twenty major universities. He has a particular talent for fostering collaboration between for-profits, nonprofits, and government entities while creating sustainable, community-driven solutions that address the complex challenges of global aging, always with the goal of “Invigorating the Aging Experience.”
Brad Hagan
Brad has worked in the Intellectual and Developmental Disability field in Arkansas for more than 23 years. He currently serves as the Vice President of Adult Services at Easterseals Arkansas. For nearly 80 years, Easterseals Arkansas has been empowering individuals with disabilities to live, learn, work, and play in their communities. The organization serves more than 14,000 children and adults across the state of Arkansas with more than 900 employees.
As VP of Adult Services, Brad supports five programs including Community and Employment Supports Waiver program, Roommate Housing, The Center for Training & Wellness, Employment and Transition, Community Living HUD Apartments, and a soon to be launched Community Systems Support Provider (HCBS Waiver + Behavioral Health Waiver). Although each of the programs is different in their implementations, the goal of these programs is to help adults with disabilities live as independently as possible in their community of choice and reach their full potential.
Brad is a graduate of Western Kentucky University and lives with his wife, Stacy, in Bryant, Arkansas. Brad, a triplet himself, has twins in college. Brad is a member of the ANCOR Board of Representatives, a Board Member of the Arkansas Waiver Association, and serves on the Training Committee of Arkansas’ Developmental Disabilities Provider Association.
Wendy Davis
Wendy Davis served on the Board of Directors for Pennsylvania Assistive Technology Foundation for three years before joining the staff as Director of Marketing and Outreach. Upon graduating from Dickinson College (Carlisle, PA), with a Bachelor of Science in Computer Science and Spanish, Wendy joined Shared Medical Systems, a healthcare information systems developer acquired by Oracle, as a software developer. From there she took her technical expertise and applied that knowledge as a Project Leader in Point-of-Sale Development for Pizza Hut and then as the Internet Product Manager for RCN Telecommunications where she wrote the business plan to build an ISP and develop RCN’s suite of Internet products. She was recruited back to YUM! Brands/Pizza Hut as a technical manager and then as an Ecommerce Project Manager where she managed the development of a VPN connecting over 2400 Pizza Hut restaurants with three national call centers, and the development of Internet ordering.
But her most important role is Mom to four children, two of whom, were born with moderate to profound bilateral sensorineural hearing loss and wife to Evan who suffered single-sided deafness about a decade ago taking the family to three of six with hearing loss. Her daughter, Dr. Caroline Davis, is now a board-certified Occupational Therapist with a professional working fluency in ASL. Her son, Clark, is a sophomore in Biomedical Engineering at Rochester Institute of Technology who wants to develop technology to help people with disabilities. Wendy is also the Entertainment Chair for the Hearing Loss Association of America’s Pennsylvania Walk4Hearing which annually welcomes over 1000 attendees.
Karen Latimer
Karen Latimer, ATP, has been appointed as the Director of Enabling Technologies at KenCrest. With over 30 years of experience in the field of Assistive Technology and Disability Services, Ms. Latimer previously held roles such as Assistive Technology Specialist at the Delaware Assistive Technology Initiative Center for Disability Studies at the University of Delaware, as well as at the Pennsylvania Initiative on Assistive Technology (PIAT). She also served as a Student Services Coordinator for Assistive Technology at Disability Student Services at Temple University before joining KenCrest in 2023.
Prior to her move to the East Coast, Ms. Latimer held the position of CEO at TECH4U Adaptive Solutions, LLC in Phoenix, Arizona. In this role, she was responsible for overseeing the training and support of Vocational Rehabilitation Counselors and Veterans Services Counselors in delivering Assistive Technology solutions to clients and veterans. Ms. Latimer played a key role in helping individuals and families access Assistive Technology to enhance their ability to work, live independently, and pursue education. She also collaborated with employers to establish appropriate accommodations for employees with disabilities.
Ms. Latimer is a dedicated Certified Assistive Technology Practitioner (RESNA, ATP) and Enabling Technology Integration Specialist (SHIFT, ETIS) with a strong commitment to providing solutions in the field of Assistive Technology. She holds a degree in Deaf Education and is currently expected to finish a MEd. In Educational Technology in 2027.
Brian Hart
Brian Hart is the CEO of Smart Living Systems and ShiftAbility, a Cincinnati-based agency focused on assisting I/DD agencies in transforming from typical caregiving models to technology-first models of service. He has made it his mission to push the boundaries of what options exist for adults with disabilities. He is never satisfied and believes there is always a better way to increase the independence of others and break down the systemic barriers that hold them back. He has been at the forefront of expanding services through the use of technology enabled supports and community clusters of services. Through his work, Brian has been able to assist agencies across the country to implement technology first and remote support to increase the number of individuals they support. Brian believes that technology enabled support is the solution to the problems facing I/DD and Mental Health support agencies, and he is excited to be at the forefront of assisting agencies in this change.
From Metrics To Meaning: Optimizing Quality Measures For Better Care With Less Work
Sponsored By: 
Health care organizations are tasked with navigating a growing list of quality metrics from funders and regulators. This session will equip you with the tools to not only manage these requirements but to make your data actionable. Learn how to build a reusable, scalable data infrastructure that allows your team to efficiently organize and report on quality metrics without starting from scratch each time, while also gaining meaningful insights that drive decision-making and service improvement.
Through practical strategies and real-world examples, you’ll discover how to transform quality measures from a compliance burden into a strategic asset for organizational growth and improved care delivery.
The key takeaways for this session include:
- Methods for organizing and prioritizing quality metrics based on funder requirements
- Steps to build a reusable, scalable data infrastructure that minimizes administrative overhead
- Techniques for turning quality data into actionable insights that inform decision-making
Chris Akerley
Chris Akerley is the Senior Vice President of Data Analytics at SimiTree, a leading healthcare consulting and data analytics firm. Chris is a renowned expert in leveraging data and technology to drive transformative change in healthcare organizations.
In 2007, Chris co-founded Afia Inc. with the mission of revolutionizing healthcare through data-driven solutions. Under his leadership, Afia became a trusted partner for organizations across the country, helping them improve patient outcomes, reduce costs, and enhance operational efficiency by seamlessly integrating data analytics and innovative technologies.
In 2023, SimiTree announced the acquisition of Afia. The result? Best-in-class analytics, insight, and technology to help continuously elevate organizations nationwide. As SVP of Data Analytics at SimiTree, Chris oversees the development and implementation of cutting-edge data strategies that empower healthcare providers to make more informed decisions. His deep understanding of the industry’s unique challenges, combined with his visionary approach to data management, has made him a sought-after speaker and consultant.
Chief Executive Officer Networking Lunch
If you’re the Chief Executive Officer or Executive Director of an OPEN MINDS member organization, join us for this private networking luncheon. This is an opportunity to share leadership experiences and solutions with your peers from across the nation. Our host for the luncheon is Monica E. Oss, Chief Executive Officer and Kim Bond, Executive Vice President at OPEN MINDS. (To register, contact Erin Deppen, Education Events Manager, at 717-334-1329 or edeppen@openminds.com.)
Monica E. Oss
Monica E. Oss, M.S. is the founder of OPEN MINDS and serves as its chief executive officer, executive editor of its publications and websites, and executive lead of its consulting engagements. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. She is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field – and its focus on the verticals of the field serving consumers with chronic conditions and complex support needs.
Ms. Oss has extensive experience in developing and implementing growth strategies for a wide array of organizations in the field. She has expertise in industry trend analysis, reimbursement and rate setting, and creating actionable plans for market success. In her role, she has led numerous engagements with state Medicaid plans, county governments, private insurers, and health plans, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.
Prior to founding OPEN MINDS, Ms. Oss served as an executive with a nationally managed behavioral health organization, responsible for market development, actuarial analysis, and capitation-based rate setting. She also held a position as vice president of the U.S. risk management and underwriting division of an international insurance company.
Ms. Oss has been the keynote speaker at the conferences of dozens of national associations and has been published in a wide range of professional journals and trade publications. She has provided Congressional and state legislative testimony on issues as diverse as the financial impact of parity and payer medication access policies.
Ms. Oss has led a range of industry research and consultation initiatives, serving as principal investigator on research projects that include the examination of national managed care enrollment and service patterns, development of provider rate structures for government entities, creation of return-on-investment models for technology investments; design of performance-based compensation models within public and private health plans; and analysis of the economic impact of changes in benefit design, adoption of evidence-based practices, and new technologies.
Kim Bond, MS, LMFT
Kimberly Bond, MS, LMFT, brings over thirty years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as the Executive Vice President of Business Development. In this role, Ms. Bond focuses on growing the OPEN MINDS client portfolio across all nine verticals of OPEN MINDS business.
Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III and Clinical Manager of Adult Services and a Program Coordinator II and Clinical Manager of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment.
Prior to joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc, a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs as well as the women and children residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, and training, facilities’ licensing and certifications renewals. Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders.
Previously, Ms. Bond served as the President and CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12M in annual revenue to over $100M and becoming one of the largest providers of behavioral health services in California. In this role, Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. In addition, Bond ensured contract compliance of the agency’s 125 different contracts across federal and state agencies and eight counties.
Ms. Bond received her bachelor’s degree in psychology, with honors, and her master’s degree in counseling education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.
Chief Technology Officer/Chief Information Officer Networking Lunch
Join us for this private luncheon for executive leaders of OPEN MINDS member organization – created for Chief Technology Officers and Chief Information Officers. The objective of this networking session is to provide opportunities for executive leaders from across the country to share solutions to the challenges in serving consumers with complex needs. Our host for the luncheon is Joe Naughton-Travers, Senior Associate and Carol Clayton, Senior Associate at OPEN MINDS. (To register, contact Erin Deppen, Education Events Manager, at 717-334-1329 or edeppen@openminds.com.)
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.
Carol Clayton, Ph.D.
Carol Clayton brings over 30 years of experience in the health and human service fields to the OPEN MINDS team. She has a wealth of experience both in clinical work and in executive management. Her areas of expertise include data-driven strategy development and management, performance measurement and outcomes reporting, quality improvement, and growth strategies.
Prior to joining OPEN MINDS, Dr. Clayton served as the Vice President of Behavioral Health Solutions Integration for Relias, an online training solution for health care providers. At Relias, Dr. Clayton led the development of analytics-focused market solutions. Her areas of focus were performance measurement systems, management team dashboards, and analytics for managing value-based reimbursement.
Prior to her role at Relias, Dr. Clayton served as the Chief Executive Officer for Care Management Technologies (CMT), an analytics solution organization of which she was a minority owner. With CMT, Dr. Clayton worked with state and county governments and provider collaboratives to develop shared performance management and performance improvement platforms. Her work included creating solution-specific health information exchanges promoting data sharing between multiple payer and provider organizations.
Prior to joining Care Management Technologies, Dr. Clayton served as the Executive Director for the North Carolina Council of Community Programs. In this role, she worked with both public agencies and private provider organizations during the evolution of the North Carolina MH/DD/SA service delivery system to a new managed care model. Her work involved both advocacy to public policy makers and the legislature, as well as working with member organizations on improving their delivery system.
Previously, Dr. Clayton also served as Executive Director for Magellan Behavioral Health. In this role, she was responsible for the Magellan book of business – at-risk managed care, administrative service organization (ASO) contracts, and employee assistance program (EAP) contracts for two million lives across four states.
Dr. Clayton started her career as a Staff Psychologist at John Umstead Hospital. She earned her Bachelor of Science in Special Education from Appalachian State University and her Ph.D. in Psychology from the University of North Carolina at Chapel Hill.
The Innovate & Elevate Luncheon
Sponsored By: 
Join OPEN MINDS and NextGen for a peer-learning and networking luncheon with dozens of health and human services industry leaders from across the country. The discussion roundtables will focus on knowledge-sharing and best practices in five key areas that we have identified as driving forces for organizational success in today’s market.
- Strengthening Financial Viability and Growth Strategies
- Enhancing Population Health and Care Delivery
- Championing Alternative Payment Models
- Advancing Data Infrastructure and Interoperability
- Improving Whole-Person Care Models through Technology
*Space is limited. Please RSVP for this event by emailing Erin Deppen at edeppen@openminds.com
Lunch On Your Own
Enjoy lunch at the hotel restaurant, Bank & Bourbon, or take a walk down to the famous Reading Terminal Market!
Post Lunch Pick Me Up & Raffle Prize Drawing
Sponsored By: 
Join us in the exhibit hall for a fun after-lunch snack break, brought to you by Agilian! Starting at 1:45 pm we will also have our much-anticipated raffle drawing, so come see if you’ve won any of the great prizes provided by our generous sponsors! (Must be present to win!)
Paul M. Duck
Paul M. Duck brings over 30 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.
Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts – responsible for a 30% increase in net revenue and initiated over $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.
Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning, including, the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.
Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.
Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.
Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Associate of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc Magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.
Securing Financial Sustainability: How DuPage County Is Implementing Cutting-Edge Tools To Strategize, Execute & Optimize RCM
In health care operations, revenue cycle management (RCM) begins before a prospective client’s first appointment. The seamless execution of processes such as registration, eligibility checking, and prior authorization plays a pivotal role in ensuring timely and accurate payment for services. Employing technology at this critical juncture not only streamlines the intricate processes but also contributes to an overall improvement in customer satisfaction and operational efficiency.
In this session, learn how DuPage County Health Department is using technology tools to enhance RCM, simplify the experience for clients, and enhance the effectiveness of the organizational processes.
Attendees will:
- Examine case studies that have been successful in reducing claims errors that are associated with the initial stages of the RCM
- Explore the various stages of RCM and technology tools to support each
- Understand the importance of managing the initial phase of the RCM in data analytics and process improvement
Robert Baechle
Robert Baechle is a Clinical Informatics Analyst who uses data to help drive clinical and financial decisions at DuPage County Health Department. He is a public servant with a heart for helping people and uses this passion to serve his community. Rob’s career started in an inpatient behavioral health hospital and transitioned to public health in 1997. He has experience in all levels of outpatient care and was promoted into a supervisory role in 2006. During this time, Rob helped implement two behavioral health electronic health records, consulted on the implementation of an environmental health services electronic record, and established centralized scheduling for 100+ employees. Rob regularly uses analytics to support clinical, financial, and administrative staff. Rob’s expertise has helped the health department to achieve numerous best-practice clinical workflows across multiple service areas.
Knowing Where You Stand In The Digital Age: The 2024 OPEN MINDS Technology Adoption Survey & Health Services For Children With Special Needs Case Study
Last year, it was proven that value-based reimbursement is here to stay and helps control cost and quality. To succeed in that environment, specialty provider organizations must adopt new technologies that can help master population health management, data exchange, and clinical decision support. For executives to lead successfully, they need to link those tech investments to strategy for sustainable performance and competitive advantage. OPEN MINDS surveyed specialty provider organizations in health and human services to determine where they are moving toward technology adoption. The survey provides information on several critical variables and where you fit in.
Variables such as:
- Number of staff devoted to information technology functions in specialty provider organizations
- The annual information technology budget of specialty provider organizations (including hardware, software, networks, IT consultation services, outsourced projects/functionality, and IT staff)
- A unique list of technology innovations human services executives are implementing and what they are doing to progress on the path to digital transformation
Then examine a case study that breaks down one pay-vider’s journey to digital transformation, the challenges they overcame, and the impact on revenue and productivity that resulted.
Anna Dunn, MBA, MSW
For the past three years, as a President of Health Services for Children with Special Needs Inc. (HSCSN), Anna Dunn has been leading the health plan strategic direction and performance for developing and implementing business strategies consistent with the organization’s mission. She has ensured compliance with established objectives and the realization of quality, economical healthcare services. Anna has built a framework for addressing access and advocacy by developing culturally and person-centered processes, policies, and standards to produce effective clinical outcomes, strong financial performance, and exemplary membership satisfaction. HSCSN is a local non-profit organization focused exclusively on improving the health and quality of life of children and young adults with complex needs who reside in the District of Columbia. The mission is to coordinate innovative, high-quality, community-based care for individuals with complex needs and their families. Anna’s efforts at HSCSN are focused on providing excellent service to the families of more than 5,000 children with special needs in the District of Columbia, including babies born to HSCSN enrollees and youth in the custody of DC’s Department of Youth Rehabilitation Services (DYRS) and Child and Family Services Agency (CFSA).
Since 2012, Anna has served on the HSCSN board and various committees of HSCSN and its parent organization before she joined as HSCSN’s leader in 2020. Anna is an accomplished leader with 20+ years of healthcare experience across multiple industries, including payor, provider, government, and consulting. Anna has served as a Mayoral appointee on The Ryan White Health Planning Council, which is the entity responsible for community planning related to HIV/AIDS care for federally defined Eligible Metropolitan Areas that encompasses the legal jurisdictions-the District of Columbia, five Maryland counties, eleven Virginia counties and two counties in West Virginia. At the Council, she worked on establishing priorities for the allocation of Ryan White Part A funds in each of the legal jurisdictions within the EMA. In addition, she participated in developing a comprehensive plan for the organization and delivery of coordinated health services and in developing the statewide coordinated statement of needs. Her work at the Council also helped to ensure that people with HIV/AIDS receive timely and quality health care and support services, including substance abuse treatment. In addition, Anna served as a co-chair on the Advisory Board for DC Cohort – a research study funded by the National Institute of Allergy and Infectious Diseases (NIAID). The study aims to establish a clinic-based city-wide longitudinal cohort that will describe clinical outcomes and improve the quality of care for outpatients with HIV/AIDS in Washington, DC. In this capacity, Anna provided recommendations to the DC Cohort Research Study Executive Committee on issues related to the study, such as planning, rollout, enrollment, data collection/security, announcing results, and suggested actions to improve the quality of HIV patient care in DC. As a PrEP Community Advisory Board, Anna advises on the strategic direction of pre-exposure (PrEP) and post-exposure prophylaxis (PEP) outreach programs to HIV-negative youth in the DC metro area.
Anna is not a stranger to the intricate work required within the disability community to ensure access, resources, and navigation to families with children, youth, and adults with medically complex needs. Working with the Intermediate Care Facilities for Individuals with Intellectual Disabilities (ICF/IID) communities regarding payment methodology, state plan amendments, and access to services, she has led projects to ensure a comprehensive approach is considered that includes the family impact and community resources to meet the needs. She is a voice for the voiceless, inspiring to challenge the status quo through advocacy and education. Her work has been in the interest of the families residing in the children and geared towards empowering and acceptance, an invaluable asset to families on how to advocate for themselves.
Before leading HSCSN, as a Principal at Booz Allen Hamilton, she ran a portfolio of healthcare compliance projects supporting the Centers for Medicare & Medicaid Services (CMS) in implementing the Affordable Care Act to reduce expenditures and improve the quality of care provided to beneficiaries. In November 2019, Ms. Dunn was awarded the “Professional Services Heroine of Washington” title by the March of Dimes for her advocacy efforts and contributions to improving the healthcare of children in the District of Columbia.
Ms. Dunn has worked tirelessly in making HSCSN a health plan with national significance by making it a model of national standards for care coordination for children and young adults with complex medical needs.
What’s New! Innovative Programs & Funding Models For The Aging Population
In this session, hear two distinct case studies highlighting innovative programs catering to the aging population’s unique demands. Plus, get an inside look at the funding models fueling each program, with tips and tricks for making it all work together in a cohesive system.
Learn from the New Jersey Institute For Successful Aging on the GUIDE Model, launched by the Center For Medicare & Medicaid Services on July 1, 2024. The GUIDE Model aims to support people with dementia and unpaid caregivers while standardizing the approach to care, with 24/7 access to support. The model goal is to allow consumers to stay in their homes longer rather than being placed in care facilities and improve their quality of life. We’ll delve into the intricacies of this program and how it can be adapted to your organization.
Serving Seniors is a San Diego-based nonprofit that serves older adults who are more than 85% living below the federal poverty level and struggle to meet basic needs. Ms. Sinnott will discuss the Transitional Housing Program, which has aided over 1,000 older adults off the street. Learn how Serving Seniors has created a Needs Assessment and the funding they received to launch this program.
Key Takeaways:
- Explore strategies for innovating current services and developing new service lines catered to the aging population
- Learn about emerging funding models and strategies for developing complementary programs and services
- Gain insight into conducting market research and analysis to identify market gaps and develop competitive services
Lisa Bodenheimer, MSW, LCSW, ASW-G
Lisa Bodenheimer, MSW, LCSW, is an Assistant Professor at Rowan-Virtua School of Osteopathic Medicine’s New Jersey Institute for Successful Aging (NJISA). Ms. Bodenheimer has 20 years of post-graduate experience in the fields of geriatrics, mental health, and healthcare. In her current role, Ms. Bodenheimer provides clinical social work support to older adults in a primary care setting through the NJISA’s team-based Memory Assessment Program, focusing on assessing and managing cognitive impairment. She also provides psychotherapy for patients with anxiety/depression and caregiver support for families with a loved one with Alzheimer’s disease or related dementia. As a member of an interprofessional education team working on the federally-funded Geriatrics Workforce Enhancement Program (GWEP) grant, Ms. Bodenheimer manages projects with the Veterans Administration Community-Based Outpatient Clinic in Vineland and the NJ Division of Aging Services, incorporating the 4Ms framework (What Matters, Mentation, Medications, and Mobility) to support age-friendly care and build a healthcare workforce that provides quality care to older individuals. Ms. Bodenheimer’s clinical and research interests include depression, social isolation and loneliness, the impact of childhood adversity on aging, and advanced care planning.
Jennifer Sinnott, MSW
Jennifer Sinnott is a dynamic leader with over 20 years of dedicated experience in aging services. Currently serving as the Vice President of Health & Social Services at Serving Seniors, she plays a pivotal role in overseeing the integration of essential services such as social work, health education, dental, and wellness programs. Jennifer’s passion for enhancing the lives of seniors extends beyond basic care; she actively fosters collaborative partnerships and initiatives that prioritize a holistic “whole person” approach to well-being.
Jennifer’s educational background includes a Bachelor of Science degree from Iowa State University and a Master of Social Work from Boston College. Throughout her career, she has demonstrated a deep commitment to advancing the field of aging services, working tirelessly within both nonprofit and county government systems to develop innovative solutions that address the diverse needs of older adults.
With her wealth of experience and unwavering dedication to compassionate care, Jennifer Sinnott is a respected authority in the field. She brings invaluable insights and practical strategies to empower others in creating supportive environments that promote aging with dignity and vitality.
Surfing The Triple Disruption Rip Current: Strategies For Navigating Three Forces Reshaping Health & Human Services In The Year Ahead
Ten years ago, technology strategies for specialty care providers focused mainly on billing, compliance, and security, operating separately from overall organizational goals and reacting to regulatory changes.
Today’s market pressures of increased competition, the rise of value-based care, and challenges with reimbursement rates have shifted the focus to tech strategies that drive financial sustainability, growth, and competitive advantage, seamlessly integrating with broader organizational objectives.
In this session, join Monica E. Oss for an examination of key strategies for adapting to tighter margins, value-based reimbursement, and new technology options by implementing a modern, analytics-driven approach to achieve a competitive edge.
Monica E. Oss
Monica E. Oss, M.S. is the founder of OPEN MINDS and serves as its chief executive officer, executive editor of its publications and websites, and executive lead of its consulting engagements. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. She is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field – and its focus on the verticals of the field serving consumers with chronic conditions and complex support needs.
Ms. Oss has extensive experience in developing and implementing growth strategies for a wide array of organizations in the field. She has expertise in industry trend analysis, reimbursement and rate setting, and creating actionable plans for market success. In her role, she has led numerous engagements with state Medicaid plans, county governments, private insurers, and health plans, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.
Prior to founding OPEN MINDS, Ms. Oss served as an executive with a nationally managed behavioral health organization, responsible for market development, actuarial analysis, and capitation-based rate setting. She also held a position as vice president of the U.S. risk management and underwriting division of an international insurance company.
Ms. Oss has been the keynote speaker at the conferences of dozens of national associations and has been published in a wide range of professional journals and trade publications. She has provided Congressional and state legislative testimony on issues as diverse as the financial impact of parity and payer medication access policies.
Ms. Oss has led a range of industry research and consultation initiatives, serving as principal investigator on research projects that include the examination of national managed care enrollment and service patterns, development of provider rate structures for government entities, creation of return-on-investment models for technology investments; design of performance-based compensation models within public and private health plans; and analysis of the economic impact of changes in benefit design, adoption of evidence-based practices, and new technologies.