The 2023 OPEN MINDS CEO Technology Summit

Technology and analytics used to be the domain of the ‘technical team’ for health and human service provider organizations, but the past five years have changed it all. The executive teams for specialty and primary care provider organizations now need to lead the development of strategies for sustainability. The issues – are how to remain ‘in the black’ with rising costs and flat reimbursement, how to keep their current consumers and health plan contracts, and how to develop new services to compete with a growing number of competitors. That means that executives need to lead on tech strategy – strategies for performance metrics, tech to improve administrative efficiency, and tech to improve consumer outcomes and engagement. Join us for this full-day event with an immersive look at these issues.
2023 Summit Agenda
Tech At The Table: How To Have A Tech Enabled Business Strategy
It doesn’t matter which technology platforms your organization adopts if the technology doesn’t align with your strategic goals. A mistake often made is decision-making regarding technology that occurs outside the strategic planning process or, conversely, strategic planning that arises without assessing current technology capabilities to support the plan.
This session will focus on ensuring a business strategy is “tech-enabled,” focusing on the interchangeable process of technology to drive business and business strategy that drives technology decision-making and purchasing. During this session, hear:
- Common steps of strategic business planning
- Decision-making for technology prioritization for growth versus sustainability
- Tips for looking into the future while keeping your feet on the ground
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.
Kristen is speaking during Tech At The Table: How To Have A Tech Enabled Business Strategy.

Andrew Bronson

Mr. Bronson is the Vice-President of Information Services for Mental Health Partners. He graduated from University of New Hampshire with a degree in Electrical Engineering Systems. He has over 25 years of experience within software engineering, infrastructure and client management.
Andrew is speaking during Tech At The Table: How To Have A Tech Enabled Business Strategy.
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.

Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.
Data Governance: A Non Partisan Policy & Best Practice Session
Data governance is more than just a procedure to keep auditors satisfied. Data governance is critical to consistency, trustworthiness, integrity, useability, and permissiveness. This session will discuss the what and how of data governance and provide a framework for defining and implementing a data governance process that engages and gains buy-in across the organization. Data governance is the key to protected and usable data in this high time for data breaches and cyber-attacks coupled with an increased focus on data-driven decision-making.
Using case study illustrations, industry leaders will discuss the following:
- What is data governance, and why should you care
- The difference between data governance and data management
- The role of critical stakeholders in executing a living data governance process
- A process framework for data governance
Gina Brown

Gina Brown is the Director of Health Information Technology at Easterseals UCP North Carolina & Virginia, Inc. She has 29-years’ experience in Healthcare IT and has amassed extensive knowledge in data governance processes and procedures, project and product management, and building key performance indicators (KPIs). As the Director of HIT, she leads, mentors, and develops the HIT team to be innovative, collaborative, and to have a focus on data collection, analysis, and data storytelling. The team is guided by ESUCP mission to provide meaningful and exceptional services so that children, adults, and families living with disabilities and mental health challenges can live, learn, work, and play in their communities.
Gina is speaking during Data Governance: A Non Partisan Policy & Best Practice Session.
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.

Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.
Qualifacts Lunch & Learn
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.

Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.
Analytics – The Data Points That CEOs Should Be Looking At & How To Get Them
What key metrics do CEOs need to monitor their organization’s health? How do you know if you are a sustainable business organization? Is that what growth goal is being met? This session will specifically target CEOs, and other C-Suite Executives charged with overall business success. The session will discuss the following:
- A metric-driven framework for achieving business results
- The distinction of different reporting types and their use cases – with a case study example
- The metrics most important to the CEO

Mark Germann

Mark is speaking during Analytics – The Data Points That CEOs Should Be Looking At & How To Get Them.
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.

Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.
Beyond The Patient Portal – Consumer Technologies To Enhance Care Delivery
New treatment adoption has its hurdles. Payers and health plans are only willing to adopt new treatments if they estimate their costs and cost/benefit. And provider organization management teams are focused on sustaining revenues through fee-for-service billing if a new treatment tool is used. Along with those hurdles, it’s challenging to change the practices of clinical professionals (see The Physician’s Experience Of Changing Clinical Practice: A Struggle To Unlearn).
The net effect of these combined forces creates the 17-year lag from science to practice in the health care field (see The Answer Is 17 years, What Is The Question: Understanding Time Lags In Translational Research). Without clinical adoption and financial alignment among the stakeholders (through some non-fee-for-service funding models), that 17-year wait time will likely continue.
Dimitri Cavathas

Dimitrios has been the CEO of the Lower Shore Clinic (LSC) since 2016, a private non-profit organization established in 1979. The $21 million organization has 160 employees serving over 2400 persons in the Wicomico, Worcester, Somerset, & Dorchester communities of the Eastern Shore of Maryland. Services provided include primary care, health home services, outpatient behavioral healthcare, medicated assisted treatment, substance abuse treatment, vocational services, psychosocial & residential rehabilitation, supportive housing, residential crisis beds, healthy food services, & assertive community treatment teams. He is a Licensed Certified Social Worker-Clinical & holds a Certificate in Child & Adolescent Treatment from the University of Maryland School of Social Work (UMSSW) & is a subject matter expert on homelessness, primary care integration, & assertive community treatment. Prior to his current role he was also an Adjunct Associate Professor at the UMSSW for 11 years teaching Advanced Mental Health & Social Policy at the graduate level & has been in Non-Profit Executive Leadership for 23 years in urban, suburban, and rural settings. In his leadership he strives every day to promote the recovery of all. This means that the community & the people LSC serves are healthy, have a stable & safe place to live, find a purpose they find meaningful for their life, & experience support, friendship, love, & hope.
Dimitri is speaking during Beyond The Patient Portal – Consumer Technologies To Enhance Care Delivery.
Tec Chapman

Tec is the Executive Vice President, Chief Program Officer, Easterseals Midwest. Easterseals Midwest is the largest IDD provider in the state of Missouri providing early interventions services, integrated & competitive employment, and community living services to over 6,500 individuals and/or their families annually with nearly 1,700 employees. Tec is part of a team responsible for agency strategic planning, development, and implementation; work with local, state, and federal funders to securing necessary
rates to provide programmatic and financial stability, and growth of services to meet current and future needs of people with IDD and their families. Most recently he was the Executive Director of Services for Independent Living, which is one of Missouri’s 22 Centers for Independent Living serving persons with disabilities to maximize their independence. With additional experience as the Chief Program Officer and Federal Relations Director for the Missouri School Boards’ Association (MSBA), Deputy Director for the Missouri Division of Developmental Disabilities. He has over 35 years of experience supporting individuals with disabilities, their families, and working with federal, state, and local agencies.
Tec is a recipient of the Anne Rudigier Award from the Association of University Centers for Excellence on Developmental Disabilities (AUCD) for his demonstrated dedication and commitment to enhancing the lives of families and individuals with developmental disabilities.
In 2005, Tec was a Joseph P. Kennedy, Jr. Foundation Public Policy Fellow working in the United States Senate for Mike Enzi, Chairman, Health, Education, Labor, and Pensions committee. At the completion of his fellowship he was hired by the Chairman with a legislative portfolio that included disability policy (IDEA, Rehabilitation Act, Developmental Disabilities Act, Combating Autism Act), K-12 education (NCLB), the Head Start Act, Title II of the Higher Education Act, and child-care issues.
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.

Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.
CEO Technology To-Do List: What To Accomplish Between Now & Next Year’s Summit
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.

Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.