Home » The 2024 OPEN MINDS Strategy & Innovation Institute Livestream Sessions

The 2024 OPEN MINDS Strategy & Innovation Institute Livestream Sessions


* Indicates An OPEN MINDS Leadership & Management Course With Course Hours

8:15 am – 9:30 am CT

The Future Of Private Equity In The Behavioral Health, Children’s Services & I/DD Market Space

St. James Ballroom – Keynote Speaker

Don’t miss this dynamic panel discussion featuring industry experts keen on investment opportunities. Discover what priorities and interests have spurred investor spending, what private investors see as opportunities in the market space for providers and technology solution vendors, the investors’ view of the future landscape of specialty care, and tips for provider positioning and attractiveness.

Eric Strickland

Eric Strickland is Chairman and Founder of 3LS, Inc., a diversified, multi-company employee-owned organization focused on strengthening families and communities. With almost twenty-five years of human services experience, in 2015, Strickland founded 3LS as the parent of the Omni Family of Services, including Omni Visions, Omni Community Health and Omni Family Institute and 3LS Properties. In 2021, he founded and launched Omni’s charitable foundation, The Omni Family Foundation. Following in 2022, he co-founded and launched SigBee and in 2023 he founded HopeNation Consulting and 3LS Ventures.Ā Ā He focuses on developing the long-term strategy and direction, leading innovative change, and building impactful relationships and partnerships to help keep kids, families and the communities they live in strong and healthy.

Eric started his career at the National Children’s Advocacy Center in Huntsville, Alabama before joining Omni Visions in 2005 as Director of Finance, becoming CFO in 2009.  He served as President & CEO of Omni Visions from 2011 to 2015. During his time with the Omni Family, he has founded eight new companies to ensure a comprehensive mix of social services and behavioral healthcare for the communities we serve as well as to ensure a strong ESOP retirement program for our employee-owners.

Strickland holds an MBA from The University of Tennessee at Chattanooga and a bachelor’s degree in economics from Shorter University in Rome, Georgia.  He currently serves as a Chairman of 3LS Ventures, a board member for Sigbee, HopeNation Counseling, Nurture the Next, Middle Tennessee Council, BSA and as President of the Tennessee Center for Employee Ownership. He also serves Special Advisor for Empactful Capital and previously served as a board member and board president for the Family Focused Treatment Association, as a board member for CompuCare Management and Systems, Inc. and as an executive committee member with the ESOP Association of the New South. 

Eric is a member of Franklin First United Methodist Church, is a proud Eagle Scout and is an active volunteer leader at the Council, District and unit levels with the Boy Scouts of America.

Steven Mason, M.Ed.

Steven is a Managing Partner and healthcare industry veteran with more than 25 years of experience starting and operating market-leading technology and services companies in the health and human services industries.

He has been instrumental in Fund I’s investments, including Care Continuity, where he recently served as CEO. Prior to serving as Executive Vice President at Iodine, Steven was the Chief Executive Officer at ChartWise Medical Systems, Inc., a computer-assisted clinical documentation system company that automated and improved the completeness and accuracy of physician documentation for faster and more optimal reimbursement of services provided. Iodine acquired ChartWise in 2021.

​Prior to his success with ChartWise, he led several successful start-up ventures including OnFocus Healthcare, a leading provider of web-based enterprise performance management software solutions for healthcare providers and payers. The company was acquired by MedeAnalytics, where he was Senior Vice President and General Manager of the EPM Business Unit. In this role, Steven was primarily responsible for integrating, managing, and growing the Mede Performance Management (MedePM) business unit within the broader MedeAnalytics portfolio.
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Additionally, he was Co-Founder, President and Chief Executive Officer of Qualifacts Systems, a SaaS based electronic medical records software provider, and Chief Operating Officer of Camelot Care Centers, a national behavioral healthcare provider organization.
 

Steven received his BA in History from the University of Mississippi and an M.Ed. Human and Organizational development / counseling from Vanderbilt University. Mr. Mason currently serves on the Board of Directors of several private digital health companies.

Ben Ross

Ben Ross is the Director of Growth at Seven Hills Capital, where he leads new platforms, M&A origination/development, organic growth, and strategic partnerships for the firm and its Partner Companies. Before joining Seven Hills, Ben worked for Ross & Company, a healthcare executive search firm serving private equity and venture capital sponsors. He previously served as Manager of Network Development at Contessa Health, a provider specializing in inpatient-level recovery care at home, an alternative to hospital stays. Ben began his career as an Analyst in Growth Strategy at The Advisory Board Company, a hospital and healthcare consulting firm that is now part of Optum.

Ben earned his B.A. in Economics and Corporate Strategy from Vanderbilt University. Outside of work, he actively participates in the Best Buddies’ Citizens program, advocating for social inclusion and facilitating one-to-one friendships for people with disabilities. In his down time, Ben enjoys refining his golf swing and enthusiastically supporting the Nashville Predators.

Monica E. Oss

Monica E. Oss, M.S. is the founder ofĀ OPEN MINDSĀ 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 theĀ OPEN MINDSĀ 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.

Leadership & Management Certificate Program Course | Domain: Financial Management | Credit Hours: 1.25

9:45 am – 11:15 am CT

Advancing Behavioral Health Through Digital Innovation: Solace’s Roadmap

Fulton – Knowledge Partner

Sponsored By:

In this session, Dr. Tanveer Chaudhry will provide an overview of Solace Behavioral Health’s use of new technologies that are becoming more mainstream and how these new and innovative treatment technologies offer ideal opportunities for organizations to grow new service lines. 

Dr. Chaudhry will review the current behavioral health landscape, its challenges, emerging trends, and opportunities for technology to transform access and delivery. He will also discuss his organization’s existing new technologies, the core competencies his staff requires, and the unique value proposition Solace brings to the marketplace and the people it serves. Additionally, he will provide real-world examples and discuss cost savings and operational efficiencies. 

Attendees will have a solid understanding of these services along with some tools to determine whether these technologies fit their organization’s innovation strategy.

***French macarons will be served during this session!

Tanveer Chaudhry, M.D.

Dr. Chaudhry is the Chief Executive Officer of Solace Behavioral Health. With over 20 years of experience, he is expanding the footprint of Solace Behavioral Health to several centers in multiple counties, as well as expanding their scope of services through integrating care with lifestyle modifications and chronic disease management to improve outcomes. Dr. Chaudhry received his Doctor of Psychiatric Medicine from the University of Miami School of Medicine, and has clinical expertise in the inpatient, outpatient, and forensic settings.

Michael Lardieri, LCSW

Michael R. Lardieri serves as Senior Vice President – Strategy at Core Solutions. Mr. Lardieri has over 30 years of health care experience in inpatient, outpatient and managed care settings and was behavioral health administrator for one of the largest Federally Qualified Community Health Centers (FQHCs) in the nation.  He has extensive experience in health plan operations, network development, population health, implementing electronic health record and other health information technologies, treatment of opioid addiction, and integrating behavioral health and primary care.  His managed care experience includes senior positions in clinical and provider relations areas. 

Prior to joining Core Solutions Mr. Lardieri was Chief Operating Officer at Kaden Health a virtual MAT startup and Assistant Vice President, Strategic Program Development at Northwell Health (formerly the North Shore-LIJ Health System), the 14th largest health system in the nation.  In this capacity, he oversaw the use of technology in the integration of physical and behavioral health care, including a health information exchange, patient portals, clinical quality measures, use of smart phone technologies and population health. Prior to Northwell, Mr. Lardieri was Vice President, HIT and Strategic Development at the National Council for Mental Wellbeing. 

Mr. Lardieri’s national experience includes work with the National Association of Community Health Centers (NACHC) and the National Council for Mental Wellbeing.  Mr. Lardieri is engaged with community behavioral health organizations, FQHCs, health center controlled networks, health information exchanges, Primary Care Associations, the National Health Information Network and other health information systems to advance the field of health information technology and exchanges.  He was responsible for developing strategy and in assisting with behavioral health centers across the nation,  implementing various HIT strategies to improve quality care. 

In addition, as an experienced and licensed mental health professional, Mr. Lardieri not only provides consulting services in the fields of mental health and substance abuse but also in integrating these services with various medical fields.  Mr. Lardieri is a Member of the National Quality Forum (NQF) Behavioral Health Measures Subcommittee.  He serves as an Advisory Board Member of the Morehouse School of Medicine Health Policy Transdisciplinary Collaborative Center (TCC) for Health Disparities Research in Atlanta and the Georgia Health Information Technology Extension Center (GA-HITEC).  He is an Office of the National Coordinator (ONC) Certified Health Information Technology (HIT) Clinician/Practitioner; in 2014, Mr. Lardieri was selected The Office of the National Coordinator for Health Information Technology as a member of the ONC HIT Policy Committee (HITPC) Workgroup on HIT Implementation, Usability and Safety and has also served on the ONC HIT Policy Workgroup on Voluntary Certification for Technology companies serving providers not eligible for Meaningful Use Incentives.  Mr. Lardieri was a lead participant in developing the Patient Engagement Framework under the ONC and is a national presenter and educator in the areas of behavioral health technology, meaningful use, telebehavioral health and integrated care. He also previously served as a Board Member of the National eHealth Collaborative (NeHC) and the National Research Institute (NRI). 

Rob Hickernell

Rob Hickernell, MBA brings over 20 years of web site development and maintenance, digital marketing and reporting, data analytics, and conversion attribution experience to the OPEN MINDS team. Mr. Hickernell currently serves as a Senior Associate, leading projects related to website development and maintenance, digital marketing, website reporting, data analytics and conversion attribution and web site optimization, acquisition and retention.

Prior to joining OPEN MINDS Mr. Hickernell served as a Digital Marketing and Strategy Consultant for Live Oak Associates, LLC. In this role, Mr. Hickernell served as a consultant and advisor to digital B2B and B2C companies, creating and executing digital marketing strategies (search, social, mobile) by using data insights and analysis to solve business challenges.

Prior to serving as Digital Marketing and Strategy Consultant for Live Oak Associates, LLC, Hickernell served as Vice President, Search for AOL, Inc. in Dulles, VA. In this role Mr. Hickernell was responsible for strategic partnership management (Google, Bing), business development, revenue growth and data analytics of AOL’s search business which incorporates web/site search and content distribution across global web and mobile properties.

Previously, Mr. Hickernell served as the Director/ Sr. Director of Product Management for AOL, Inc. During his tenure Mr. Hickernell was the product marketing leader of AOL Search with focus on marketing partnerships, analytics and site optimization to drive revenue and traffic growth.
Mr. Hickernell has also served in a variety of other roles with AOL, Inc. including Principal Business Planning Manager, Program Director and Sr. Program Director. Mr. Hickernell received his Master of Business Administration with a concentration in marketing from the University of Baltimore, Merrick School of Business in Baltimore, Maryland. He earned his Bachelor of Science in Business Administration with a concentration in management from Towson State University in Baltimore, Maryland.

Leadership & Management Certificate Program Course | Domain: Technology & Analytics | Credit Hours: 1.5

10:00 am – 10:30 am CT

The State Of MA&A In Health Care

St. James Ballroom – The Mergers, Acquisitions, & Affiliations Summit

There were a record number of mergers, acquisitions, and affiliations occurring with organizations serving the complex consumer market in 2021 and 2022. And despite questions about whether that trend would continue in 2023, it appears that the pace has remained consistent. When we look at the data, we see that there is a lot of complexity in the consolidation market – who are the players, and what trends are driving the increase in this strategy? This opening session of the summit will focus on:

  • Understanding the categories of deals in the specialty provider market
  • Market trends that are impacting players in all of the consolidation categories
  • Discussion of deals that are changing the nature of the specialty provider market

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 ā€œWinning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,ā€ ā€œFive Pillars of Management Competency,ā€ ā€œData Driven Decision Making: Moving to an Organizational Measurement Culture,ā€ ā€œSurvival of the Smartest: What is Your Organization’s Information Literacy IQ?,ā€ and ā€œStrategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.ā€ 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.

Ken Carr

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.

Leadership & Management Certificate Program Course | Domain: Leadership Strategy & Governance | Credit Hours: 0.5

10:30 am – 11:30 am CT

The Challenges In Merging Primary Care & Specialty Care

St. James Ballroom – The Mergers, Acquisitions, & Affiliations Summit

Integration of primary care and specialty care is a key strategy for providing consumer-centric services, establishing payer preference, and strengthening competitive position in the market. Plus, there are a number of advantages to service integration through merger or acquisition. This session will highlight key insights from an organization that successfully integrated primary and specialty care and explore solutions to overcoming common challenges.

In this session, attendees will explore:

  • The business model and cultural challenges of integration
  • Strategies for identifying and assessing the challenges prior to finalizing the deal
  • Proven tactics to incorporate cultural alignment into the merger integration activities

Nathan Fawson

Nathan has served in many roles with Southeast Kansas Mental Health Center since starting with the agency originally as a therapist in 1996. After a brief departure, he returned to SEKMHC as the director from 2001 to 2010. In 2013, Nathan accepted the CEO position. His duties include oversight of all services. However, he feels his most important responsibilities are to inspire and support excellence and resilience within SEKMHC.

Ken Carr

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.

Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.

Leadership & Management Certificate Program Course | Domain: Organizational Performance Optimization | Credit Hours: 1.5

11:30 am – 12:45 pm CT

The Evolution Of Integrated Care: Ā Emerging Models & Best PracticesĀ 

Fulton – Knowledge Partner

Sponsored By:

We’re continuing to see a shift in the human services landscape emphasizing models that prioritize integrated, whole-person care.Ā  Join Netsmart leaders, Scott Green, SVP and Managing Director, Care Dimensions, and Ian Laster, Director of Integrated Care, as they discuss the rapidly evolving landscape of integrated care in behavioral health.Ā  The discussion will cover specific models of care, such as Certified Community Behavioral Health Clinics (CCBHCs) and the Innovation in Behavioral Health (IBH) Model recently announced by The Centers for Medicare & Medicaid Services (CMS). They’ll unpack the strategic considerations for building a robust integrated care framework, including how technology plays a key role in financial sustainability, collaborative care, and workforce efficiency.Ā 

Brandie Williams, Deputy Executive Director at Rappahannock Area Community Services Board (RACSB), will also be joining to share how RACSB has approached integrated care.Ā  She’ll share insights into funding, partnerships, and technology implementation on their journey toward improved outcomes within their community.Ā 

Session Objectives:

  • Explore emerging market drivers re-defining integrated care
  • Considerations in building your integrated care strategy
  • Real-life case studies of organizations building their integrated care capabilities
  • Technology essentials to support the infrastructure and delivery of integrated care.

***House made cookies will be served in this session!

Brandie Williams

Ian Laster

Ian brings over 10 years of experience in the healthcare IT space as a strategic consultant, project manager, and growth leader. Currently serving as the Director & GM of Collaborative Care at Netsmart, Ian is focused on initiatives within the Integrated Care and Primary Care space.  FQHC’s represent a significant portion of this focus as Netsmart recognizes the significance of these providers in their respective communities.  Whole-person care continues to serve as a guiding light to optimize both mental and physical health outcomes.    

Ian enjoys building relationships with clients to understand their strategic vision while also helping to achieve results through technology driven efficiencies.  Prior to his current role he spent several years at Cerner within the Regulatory Consulting Practice, which provided him the opportunity to work with different types of healthcare organizations to understand complex federal healthcare regulations including value-based care and medical home models.  Ultimately focused on building governance and driving operational best practices that allowed for continued success.  Ian currently lives in Kansas City, MO and enjoys cooking and playing golf in his free time.    

Scott Green

Scott Green leads the Care Dimensions business unit at Netsmart. In his role, he leads a team focused on building out a comprehensive suite of solutions designed to support organizations as they digitize their operations beyond the EHR. Green has been with Netsmart for 10 years and has held many roles during that time including leading the Human Services business unit.

Prior to joining Netsmart, he spent 13 years with Pfizer where he focused on building relationships and clinical initiatives with Integrated Delivery Networks.

Scott holds a bachelor’s degree in industrial psychology from Kansas State University and a graduate certificate in healthcare leadership from Park University.

Thomas Starling, Ed.D.Ā 

Dr. Tom Starling is a growth-focused executive who has spent his extensive career specializing in defining vision and steering strategy for mission-driven small and mid-sized organizations. Dr. Starling has demonstrated year-after-year success in securing millions of dollars in funding and grants to drive growth, revamp programs, transform operations, and fuel long-term, positive change. Dr. Starling joins OPEN MINDS as a Senior Associate.

Previously, Dr. Starling was the Executive Director of Strategic Partnerships for Rogers Behavioral Health System, a nationally recognized nonprofit provider of highly specialized psychiatric care. In this role, Dr. Starling gave voices to 21 clinics across 10 states and drove the development of a multidisciplinary division, spanning advocacy, government relationships at a state and federal level, and behavioral health prevention and education.  He identified, targeted, and secured donors, oversaw 10 staff, and controlled a $2 million budget. Dr. Starling was responsible for co-managing national sponsorship decisions and hired Public Affairs Director and Advocacy Manager to optimize organizational performance and cohesively connect messaging, media, and corporate platforms to advocacy and government relations.

Dr. Starling was also the President and Chief Operating Officer for Mental Health American (MHA) of Midsouth, a  nonprofit organization that connects community members with specialized mental health and wellness resources, providing services that improve quality of life and promoting effective services where mental health needs exist. Dr. Starling used his extensive leadership and fundraising experience to define overall strategy and implement a new organizational structure for the largest affiliate in the South. He developed partnerships and managed all relations with funders, donors, and foundations, in addition to providers, hospitals, and health systems. Additionally, Dr. Starling partnered with state and federal legislatures, as well as local and city government officials supervised and supported 25 staff members and controlled the $2 million annual budget. Dr. Starling fueled revenues after creating and rolling out numerous impactful programs and outlined continuing education opportunities and expanded the suicide prevention program by 10 states. Dr. Starling was also nominated to serve on the National MHA Board of Directors and was elected Board Chair from 2018 to 2020, making it the first time in 110-year history to have the affiliate CEO serve as Board Chair.

Dr. Starling is also the former Vice President of Operations for HEOPS in Nashville, Tennessee. Dr. Starling led daily operations and expanded business for the start-up healthcare company. He served as ISO-9001 Quality Manager, HR Manager, Call Center Supervisor, and Chief Contract Negotiator. He was responsible for tripling staff size by opening Medicaid and Medicare networks in 12 states, making the entire network expand across 40 states in total and expanding from 1 call center to 3. Dr. Starling also became a Tennessee Supreme Court Rule 31 listed mediator during his tenure.

Dr. Starling graduated with honors from Tennessee State University with his Doctor of Education (Ed.D.) in Educational Administration. He also holds a Master of Arts in Medical Ethics from Vanderbilt University, a Master’s Degree in Theology from Southwestern Baptist Theological Seminary, and a Bachelor of Arts in Psychology from Baylor University. Additionally, he obtained a Medical Gerontology Certification from Meharry Medical College and a Business Leadership Certification from the Vanderbilt University Owen School of Business.

Leadership & Management Certificate Program Course | Domain: Organizational Performance Optimization | Credit Hours: 1.25

1:15 pm – 2:30 pm CT

Making Non-Profit Mergers Work — A Best Practices Session

St. James Ballroom – The Mergers, Acquisitions, & Affiliations Summit

Mergers and acquisitions are increasingly common in health and human services but it doesn’t mean that most of them are successful. Across all industries, between 70% and 90% of M&A transactions fail, and a more recent analysis found that 10% of deals are cancelled after they are announced. When it comes to merger success, a strategic approach and robust planning process are essential ingredients.

Join our industry experts as they share their firsthand experience on what it takes to make mergers successful. Attendees will examine the critical components of an effective merger strategy, gain insights on how to best define merger objectives, and what to look for in the right partner. Then, explore the due diligence and pre-merger planning processes, and strategies for overcoming common obstacles during implementation.Ā Attendees will learn how to capitalize on the benefits of a well-constructed preparation process and strategies for actualizing merger objectives through an effective integration plan.Ā 

During this session attendees will:

  • Examine critical components of a successful merger strategy
  • Discover key competencies for pre-merger planning and what it takes to ā€˜make mergers work’
  • Learn best practices for building an effective post merger integration plan and overcoming common challenges with implementation

Luanne Welch

Luanne Welch is President & CEO of Easterseals PORT Health, a leading disability, mental health & substance use service provider, committed to helping children, adults & their families across North Carolina and Virginia.

With 40 years of non-profit experience, Luanne is recognized as a turnaround leader, reorganizing financially challenged organizations and positioning them for sustained, healthy growth. In addition, she is skilled in portfolio management, service line mission and financial analysis, strategic execution, and the development of leadership talent. Mission driven, Luanne is passionate about fostering positive change, embracing access and opportunity in the workforce, and empowering leaders and teams to feel valued, safe, and heard.

Luanne is a successful relationship builder across all stakeholders including board, staff, volunteers, donors, public and private payers and community influencers. She serves as an Advisory Board Member for Open Minds, an Advisory Board Member for Becoming RentABLE,  and Provider Council Member for Trillium Health Resources.

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 ā€œWinning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,ā€ ā€œFive Pillars of Management Competency,ā€ ā€œData Driven Decision Making: Moving to an Organizational Measurement Culture,ā€ ā€œSurvival of the Smartest: What is Your Organization’s Information Literacy IQ?,ā€ and ā€œStrategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.ā€ 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.

Leadership & Management Certificate Program Course | Domain: Organizational Performance Optimization | Credit Hours: 1.25

2:15 pm – 3:45 pm CT

The IHNSA Story:Ā From Competition To ā€œCoopetitionā€ To Engage The Silent Sufferers

Fulton – Knowledge Partner

Sponsored By:

Join Alera Health and participants in the Integral Health Network of Southern Arizona (IHNSA) to explore their journey in building the region’s first clinically integrated system of care.  Hear how these formerly competitive organizations were able to coordinate behavioral health, medical, and social care resources around a high-cost population with co-occurring medical and behavioral health conditions.  Starting with early medical econ analysis through negotiating the value-based contracts to the realignment of roles and timelines to find, activate, and treat the most challenging cohort… the ā€œunengageable.”

***Giant soft pretzels and mustard will be served during this session!

John Hogeboom

John Hogeboom has worked within the Community Bridges, Inc. (CBI) system of care network since 1994 and currently serves as the President/CEO. Prior to this, John served as Deputy CEO for two years and as the Chief Operating Officer (COO) for the 11 years prior. During his 25-year career in the integrated behavioral/medical health care field, Mr. Hogeboom has gained considerable experience leading clinical operations, quality management, peer support, and medical practice. He enhanced existing programs and developed new programs that have impacted communities and now support agency growth and sustainability.

During his tenure as COO and Deputy CEO, Mr. Hogeboom’s primary focus was on the building of sustainable and meaningful models of care in areas of Arizona that have lacked access to behavioral health services. He and his team have served as the chief architects of the strategy and execution of community-based systems of care which have increased the availability of crisis and general behavioral health services to underserved rural communities throughout Arizona in partnership with local law enforcement, hospitals, tribal and county governments.
In addition to focusing on rural areas, Mr. Hogeboom has been successful in the development of the Access Point and Transition Point models in Maricopa and Pima Counties which provide 24/7 evaluation services to the general community and serve as a police drop-off and short-term crisis residential/hospital step down unit (developing the first community psychiatric emergency center (CPEC) in the East Valley).

In 2019, Mr. Hogeboom became the President/CEO of Community Bridges, Inc., an Arizona private non-profit agency with over 1,600 employees delivering the full continuum of Integrated Behavioral Health services across 31 separate programs across seven counties in Arizona. CBI’s continuum currently delivers over 200,000 episodes of care per year through Crisis, Inpatient, Residential, Housing, Peer Navigation, Women and Children’s Programs, Prevention, Homeless Outreach, Forensic Assertive Community Teams, Medication Assisted Treatment, Patient Centered Medical Homes (PCMH) and Community Education. Mr. Hogeboom’s commitment to the mission and purpose of CBI remains his guiding light to support the talented and innovative staff that make CBI a true community partner.

John Hogeboom has a Master’s Degree in Business Administration from the University of Phoenix and a Bachelor’s Degree of Science Administration of Justice from Arizona State University. He is a Licensed Independent Substance Abuse Counselor (LISAC).

Brenda Benage

Brenda graduated from Indiana University with an MS in counseling.  She has worked in the healthcare sector for 30 years in various capacities—including managed care and direct service. She is well versed in all administrative aspects of provider-payer operations and relationships.

Brenda is currently the Chief Business Officer for Community Bridges, Inc—an Arizona based non-profit agency that provides a full continuum of integrated services for individuals with  mental health and/or substance use disorders. In her current role, Brenda oversees contracting, payer management, claims, eligibility/enrollment, credentialing, and utilization management. Brenda also serves on the multiple committees and task forces with Arizona based ACO’s.

Richard Sandoval

Dr. Amy MuƱoz, DBH, MS, NCC

Dr. Amy Munoz, DBH, MS, NCC is the Chief Compliance Officer at CODAC Health, Recovery & Wellness, Inc. in Pima, County. Amy has been with CODAC for 17 years and currently oversees the Quality Management and Utilization Management departments. These teams specialize in care management of members whose needs have not been well met by more traditional service delivery approaches through residential, intensive recovery team, crisis stabilization, court ordered treatment, hospitalization, or transitional services. In addition to her clinical and administrative work, Amy continues in her CARF program and administrative surveyor role with over 14 years’ experience providing consultation to integrated health care agencies, opioid treatment centers and other various direct service providers internationally. Dedicated to continuous learning, she also maintains a role as adjunct professor working with bachelor’s in health science students. Amy is affiliated with many healthcare organizations including the AzHEC (Health Current) Health Information Exchange Clinical Advisory Council since 2017. Amy is also a licensed therapist specializing in trauma, brief-solution-focused intervention, cognitive behavioral therapy and EMDR. She holds a Doctorate in Behavioral Health Management through Arizona State University and a master’s degree in clinical counseling.

Mike Rhoades

Mike Rhoades is CEO and Founder of Alera Health, the largest population health manager of behavioral health Integrated Systems of Care (ISOCs) in the US. As CEO of Alera Health, Mike oversees the assemblage, governance, technology, analytics, and APM contracting departments supporting 13 ONEcare networks supporting over 3M patients to improve health outcomes and reduce unnecessary costs. Mike was former VP of Population Health at Community Care of NC and COO or RHA Health Services.

Paul Uncanin

Paul Uncanin, Alera Health’s Vice President of Payer Contracting, has ten years of experience in building, developing and managing provider networks and provider agreements. The keys to his success are based in analytical and data-driven decision making, exceptional negotiating skills, and an ability to thrive under pressure and deliver results. Paul has a Master of Business Administration from Boston University and a Bachelor of Arts in Economics from UC Irvine.Ā Ā 

Jose Castillo, MBA, PMP

Jose is a certified Project Management Professional (PMP) with 16+ years of experience managing large-scale infrastructure projects in multidisciplinary and multicultural environments. A Civil Engineer by training, Jose brings his knowledge in project management, business processes improvement, data analytics, financial analysis, and operations to provide a different and unique perspective to the healthcare industry.

Jose holds a Bachelor of Science degree in Civil Engineering and a Master’s in Project Management from Andres Bello Catholic University in Caracas, Venezuela, and a Master of Business Administration from North Carolina State University, with concentrations in Financial Management, Operations and Supply Chain, and Data Analytics. Jose is an active member of the Project Management Institute (PMI) and the American Society of Civil Engineers (ASCE).

Renee White, MSW, LCSW

Renee, a Licensed Clinical Social Worker, has been serving or supporting individuals in need of behavioral health care for over 30 years. She spent the first half of her career in direct practice serving youth and families, many of whom were engaged in the child welfare system, and she received training on multiple evidence-based therapy models. As the community-based agency grew and expanded over the years, Renee’s role also evolved into training and supervision of other clinicians and leading company-wide quality improvement initiatives. In 2019, after 15 years with a statewide comprehensive behavioral health organization, Renee was promoted to executive lead of the organization. As the Vice President of Operations, Renee had clinical and operational responsibility for ensuring 10,000 members, many challenged with serious mental illness, received high-quality behavioral health treatment and crisis support.

Renee is currently supporting 2 Clinically Integrated Networks in Arizona comprised of 10 behavioral health integrated care companies as the Vice President of Network Operations at Alera Health. She is excited to use her clinical knowledge and operational skills to assist these networks with refining their workflows to ensure members are engaged in treatment, and receiving timely health screenings and the highest quality of care possible.

Renee earned a BS in Psychology from the University of Arizona and a Master of Social Work from the University of Kentucky. She has held clinical licensure since 1999. 

Carol Clayton, Ph.D.

Dr. Carol Clayton is a licensed, practicing psychologist with 30 years of healthcare experience in the public and private sector, including non-profit and private practice work. She currently works as the Translational Neuroscientist for Relias, specializing in healthcare 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.

Leadership & Management Certificate Program Course | Domain: Leadership Strategy & Governance | Credit Hours: 1.5

2:45 pm – 3:45 pm CT

Growth Through A Multi-State M&A Strategy

St. James Ballroom – The Mergers, Acquisitions, & Affiliations Summit

Growth is an essential part of financial sustainability strategy. Growth addresses the need for competitive positioning in the changing market and creates opportunities to benefit from economies of scale – access to capital for investment in technology and service line development, acquisition of talent, and lower unit costs. The challenge with growth is that it requires a plan and consistent execution. With the consolidation of national payers and efficiencies from technology, implementing a plan for M&A beyond one’s current state borders can create opportunities – and challenges – for consistent, sustained growth.

This session will focus on the strategy for using M&A to grow impact and revenue, including:

  • The advantages of a multi-state merger strategy
  • How market expansion decisions drive implementation of the strategy
  • The opportunities for driving, or joining multi-state merger opportunities

Blake Dagenais

Blake Dagenais is the Director of Acquisitions and FP&A at VersiCare Group (“VersiCare”), a provider of home and community-based services for the I/DD population, headquartered in Troy, Michigan. As Director of Acquisitions and FP&A, Blake has successfully supported VersiCare through multiple acquisitions and refinancings, significantly expanding VersiCare’s reach throughout the Midwest and Southeast United States. He is also responsible for the Company’s financial scope of work, including budget management, operational forecasting and strategic finance.

Prior to VersiCare, Blake worked for PricewaterhouseCoopers (“PwC”), where he served as a Senior Associate in the Financial Due Diligence group.

Blake graduated from Central Michigan University Honors Program with a B.S. in Business Administration with a focus in Accounting & Finance. He holds the designation of Certified Public Accountant (CPA) in the state of Michigan. Outside of work, Blake is active in golf and pickleball and enjoys reading science fiction novels.

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 ā€œWinning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,ā€ ā€œFive Pillars of Management Competency,ā€ ā€œData Driven Decision Making: Moving to an Organizational Measurement Culture,ā€ ā€œSurvival of the Smartest: What is Your Organization’s Information Literacy IQ?,ā€ and ā€œStrategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.ā€ 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.

Leadership & Management Certificate Program Course | Domain: Innovation, Marketing & Service Line Development | Credit Hours: 1.0

4:00 pm – 5:00 pm CT

Investment In The Specialty Care Space: The Formula For Success

St. James Ballroom – The Mergers, Acquisitions, & Affiliations Summit

With over half of all mergers and acquisitions in the specialty health care market driven by private equity deals, their impact on the market is significant. And there have been a number of lessons learned as equity-funded organizations entered specialty markets and gained rapid growth, and faced a number of challenges – stagnant rates, slow payer implementation of value-based agreements, and competition for staff. This session will feature insights from investors who have a deep understanding of specialty market opportunities and challenges.

Key takeaways of this session include:

  • Opportunities for investment in specialty health care services
  • Challenges that have impacted specialty provider organizations
  • Advantages of establishing economic scale and adapting reimbursement models

Jonathan MorphettĀ 

Jonathan Morphett joined Avondale Partners in 2004 to launch its healthcare investment banking group. Today, as an investment banking boutique firm, Avondale Partners provides mergers and acquisitions and financing transaction advisory services to healthcare companies and private equity firms across the U.S. Jonathan has over 30 years of investment banking experience, having completed over 100 M&A advisory, equity and debt transactions.

Prior to joining Avondale Partners, Jonathan was the Chief Financial Officer of Austar United Communications, a publicly traded Australian company, and a managing director of investment banking at Morgan Stanley. Jonathan is the Immediate Past Chair of the Board of Centerstone’s Institute. He is a former board member of the Nashville Health Care Council; a former board member of Friends Life, a non-profit dedicated to improving the lives of people with disabilities; and a ā€œ2012 Health Care Heroā€ award recipient from the Nashville Business Journal. He earned his undergraduate degrees in economics and law from the University of Adelaide, Australia and his MBA from the Tuck School at Dartmouth.

Ryan Rhoads, LMCH

Ryan Rhoads is Director of Innovation Deployment, Complex Health at CareSource. Ryan is responsible for creating and lading the implementation of an overall Provider Transformation Strategy, including the Community of Innovation ā„¢ and Project ECHOĀ® positioning CareSource as the innovative leader in partnering with complex health and HCBS providers to improve direct services delivery and quality of life for our Complex Health Members.

Ryan has extensive managed care experience with several national carriers supporting complex health populations. He has served as a leader of network and provider relations across multiple markets and lines of business, supporting provider operations and partnering with network providers to improve operations and develop meaningful services for members with I/DD, BH, LTSS, OUD and Foster Care needs. Most recently, leading an organizational redesign of provider relations focusing on provider support and proactive issue resolution through internal operational efficiency. Additionally, Ryan has experience in clinical and network health plan operations through leadership roles in business development, clinical health plan implementations, and pilot program development to support complex health populations through provider partnerships.

Prior to his career in managed care, he worked in direct practice in a community mental health center, serving the juvenile justice and child welfare populations. He also oversaw intensive home and community based service, lead the implementation and operations of a therapeutic foster care division and school based therapy services. He also served as the gatekeeper for juvenile behavioral health state hospital placements and was responsible for grant procurements to expand service delivery.

Ryan earned his bachelor’s degree in psychology from Indiana Wesleyan University and a master’s degree in counseling psychology from Indiana State University. He is a Licensed Mental Health Counselor (LMHC) and resides in Indiana.

Ryan Kaczka

Ryan Kaczka is a seasoned private equity investor, investment banker, and operator with a specialization in leveraged buyouts, mergers and acquisitions, and de-novo companies. Mr. Kaczka has a track record of facilitating multiple exits, including IPOs and 9-figure all-cash acquisitions. With a primary focus on behavioral health, Ryan also spearheads investments in digital health, biotechnology, pharmaceuticals, and banking. With extensive experience in operations and leadership, he has served as CEO, COO, and board member of numerous companies. In 2018, he was recognized as the Tampa Spotlight CEO and named NJBIZ’s 2023 Healthcare Innovator of the Year.

Mr. Kaczka is a prominent figure on various boards, including portfolio companies, the Rutgers University Center for Addiction Studies, the White House/ONDCP Opioid Litigation Abatement Advisory, an international bank, and an international healthcare non-profit. He also serves as a personal advisor to numerous federal, state, and local leaders, including Senators, Congressmen, Committees, Governors, and Department leaders. With a passion for Muay Thai fighting, astrophysics, and advocating for national healthcare and banking reform, Mr. Kaczka brings a unique perspective to his work in the field. His expertise and accomplishments make him the go-to choice for private equity and M&A expertise.

Ken Carr

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.

Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.

Leadership & Management Certificate Program Course | Domain: Financial Management | Credit Hours: 1.0

4:00 pm – 5:30 pm CT

Planning Growth With Service Line Portfolio Analysis – When To Add, When To Fix, & When To Eliminate Services

Fulton – Core Session

Every service has a life cycle. Deciding to change, or even eliminate a service line, can be a daunting one. For provider organizations, service lines that drive your mission can be especially tricky to manage when trying to maintain core organizational values that are inherent to how you operate on a day-to-day basis. The good news is there is a proven ā€˜method to the madness’ when it comes to new service development that involves assessing payer and consumer markets and identifying opportunities related to expanding current services to new markets and new recipients.

Join this session to hear case studies from organizations that have used service line analysis to successfully plan, pivot, and catalyze organizational growth. This essential session will cover:

  • Learn how to compile and analyze key components of service line portfolio data
  • Understand how to conduct service line portfolio analysis — questions, discussion points, and synthesis of strategic themes
  • Key questions to consider when deciding on service line realignment

Michelle Grigsby-Hackett, LCPC, CPRP

Michelle is a seasoned leader with over 25 years of experience in the nonprofit behavioral health sector. As a Licensed Clinical Professional Counselor (LCPC) and Certified Psychiatric Rehabilitation Practitioner (CPRP), she brings a wealth of expertise to her work in clinical practice, executive coaching, and nonprofit business development. Michelle has a strong focus on enhancing mental health services and guiding leadership teams toward greater impact. 

A recognized speaker and thought leader in behavioral health and minority leadership, Michelle is also an active member of Alpha Kappa Alpha Sorority, Incorporated, through which she continues her commitment to community service.

Michelle holds a Bachelor of Arts in Psychology from Arizona State University and a Master of Arts in Professional Counseling from Argosy University. Her career has been dedicated to supporting individuals and families facing mental health challenges, substance use, and behavioral health crises. 

As the first African American and woman to lead the organization, Michelle is committed to understanding community needs and forging partnerships with state and local stakeholders to address the growing demands of individuals living with behavioral health conditions and those in crisis.

Peggy Terhune, Ph.D., MBA, OTR/L

Dr. Peggy Terhune has served as President/CEO of Monarch since 1995. Monarch provides long-term services and behavioral health services for people of all ages with mental illness, substance use disorders, intellectual/developmental disabilities and traumatic brain injury.

In a career spanning more than 50 years, Peggy has worked in multiple settings as an occupational therapist and organization leader. During her tenure at Monarch, Peggy has grown the company significantly focused on giving individuals with disabilities joy and respect. She is the recipient of numerous regional and national leadership awards.

Peggy holds a BS degree in Occupational Therapy from Indiana University, a MBA from RIT and a Ph.D. from The UNC Greensboro.Ā 

In addition to her career, Peggy is mother to seven adult children, two of whom were adopted as teenagers and a grandmother to ten grandchildren. For over twenty years, she and her husband, Bob, have fostered children with and without disabilities. A servant leader, Peggy continues to provide community service in a number of ways. For fun, she serves as an adjunct faculty member for Wingate and Duke Universities and is a Certified Lay Preacher in the Lutheran Church, ELCA Synod.

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.

Leadership & Management Certificate Program Course | Domain: Innovation, Marketing & Service Line Development | Credit Hours: 1.5

8:30 am – 9:30 am CT

Next Generation Whole-Person Care: Behavioral Health As Primary Care

St. James Ballroom – Keynote Speaker

Geisinger is a regional health care system located in central Pennsylvania that services over 3 million patients annually throughout 45 counties.

Under the Geisinger brand there are 10 hospital campuses, a health plan with more than half a million members, a research institute, the Geisinger College of Health Sciences, and the recently opened Geisinger Behavioral Health Center Northeast, a behavioral health joint venture hospital with Acadia Healthcare Systems, Inc.

In this plenary session, Dawn Zieger, Vice PresidentĀ of theĀ Department Of Psychiatry and Behavioral HealthĀ atĀ Geisinger will explore Geisinger’s innovative approach to whole-person care, their pending model for localization of virtual care as a solution for consumers with complex needs, and how they have found success operationalizing these concepts in a cohesive delivery system.

Dawn Zieger, MPH

Dawn Zieger is Vice President of Psychiatry and Behavioral Health at Geisinger. Dawn is a dynamic speaker, change agent, and advocate for mental health services. In her current role, she is responsible for the operations of a full continuum of behavioral health services, including inpatient and outpatient behavioral health, addiction medicine and substance use treatment services serving Central Pennsylvania.Ā  Dawn has led the transformation efforts to bring needed Behavioral Healthcare to rural Pennsylvania through virtual care while creating surge capacity for mental health services. Ms. Zieger has a passion for integration and transformation, leading multi-organizational initiatives to bring needed behavioral healthcare to patients across the continuum.Ā Ā 

Ms. Zieger has a diverse background in healthcare, payer, and technology-based environments. Prior to coming to Geisinger, she led transformation programs at JPS Health Network as Executive Director of Community and Director of Ambulatory Behavioral Health.Ā Ms. Zieger is a proud Army veteran with experience working with PATRIOT missile systems. She’s also an assistant professor at Geisinger Commonwealth School of Medicine, supporting cross disciplinary educational programming.

She earned a master’s degree in public health from the Geisel School of Medicine at Dartmouth College and has a bachelor of science degree from Dallas Baptist University.Ā Dawn is dedicated to developing people and programs, leading teams through change, and serving the needs of the community.Ā 

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 ā€œWinning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,ā€ ā€œFive Pillars of Management Competency,ā€ ā€œData Driven Decision Making: Moving to an Organizational Measurement Culture,ā€ ā€œSurvival of the Smartest: What is Your Organization’s Information Literacy IQ?,ā€ and ā€œStrategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.ā€ 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.

Leadership & Management Certificate Program Course | Domain: Leadership Strategy & Governance | Credit Hours: 1.0

9:45 am – 10:15 am CT

The Current Landscape Of Youth Mental Health In America

St. James Ballroom – The Children’s Services Executive Summit

Join OPEN MINDS and Mental Health America for the 2024 OPEN MINDS Children’s Services Summit opening session and dive into the intricacies of today’s youth mental health landscape. Attendees will engage in a comprehensive examination of current insights and trends that defining the industry, while gaining valuable foresight into the future.

Kelly Davis

Kelly Davis is the Vice President of Peer and Youth Advocacy at Mental Health America, where she works on the expansion of peer support and young adult leadership. She is passionate about lived experience-driven programs, policies, organizations, and research. Kelly has been awarded the Disruptive Innovator Award by the National Association of Peer Supporters and the National Peer Leader of the Year Award by Peerpocalypse. She is a certified yoga teacher and holds a certificate in Applied Positive Psychology from The Flourishing Center.

Kelly and her work have appeared in the New York Times, Teen Vogue, NBC Nightly News, NPR, and the White House. She recently earned her master’s degree in Nonprofit Leadership at the University of Pennsylvania where she served as a research assistant in the Perelman School of Medicine studying lived experience perspectives of inpatient psychiatric units. She is currently pursuing a certificate of specialization in mental health leadership from the Harvard T.H. Chan School of Public Health.

Sharon Hicks, MSW, MBA

Sharon Hicks has more than 30 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 Pittsburgh. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.

Leadership & Management Certificate Program Course | Domain: Leadership Strategy & Governance | Credit Hours: 0.5

10:30 am – 11:30 am CT

Breaking Down Barriers — Revolutionizing Access To Care For Adolescent Psychiatry

St. James Ballroom – The Children’s Services Executive Summit

There are now over 1,100 organizations offering direct-to-consumer services via telehealth; this trend is revolutionizing access to care and amplifying service delivery opportunities for provider organizations. In this session, learn from Array Behavioral Health, the nation’s largest telepsychiatry service provider, what it takes to provide high quality and accessible online psychiatric services, talk therapy, and medication management for the under-18 population.

This session will also share insights into how provider organizations offering digital services can leverage partnerships with hospitals and health systems, community healthcare organizations, and payers to expand access to care and improve outcomes for underserved youth and communities.

Key Takeaways:

  • Explore the impact of digital services for traditionally underserved youth
  • Discover how technology is transforming access to care and offering scalable service line opportunities for provider organizations
  • Learn how to leverage partnerships with health plans, health systems, and community organizations in digital service delivery for youth

Marlene McDermott, LMFT, Ph.D.

Marlene McDermott (she/her/hers) brings more than 20 years of clinical experience in the behavioral health industry to her role. Prior to joining Array, Marlene was the co-owner and therapist of Serenity Counseling LLC where she developed strong referral and consultative relationships with area psychiatrists, psychologists, mental health facilities, and hospitals to ensure each patient and family received proper continuity of care. She also served as the Director of Hampton Counseling Center. Marlene earned her Master’s degree from California State University and is currently earning her doctorate from Capella University; expected in Spring 2023.

Leroy Arenivar, M.D.

Leroy Arenivar, MD (he/him/his) is a double board-certified psychiatrist specializing in child, adolescent and adult psychiatry. Dr. Arenivar received his medical degree from the McGovern School of Medicine in Houston, TX. He completed his residency at the Baylor College of Medicine (Menninger Department of Psychiatry) also in Houston, TX. During his residency, Dr. Arenivar served as Chief Resident of Psychiatry C/L Service at Ben Taub General Hospital and Psychiatry Emergency Center during his fourth year of training. From July 2011 to June 2013, Dr. Arenivar completed his child & adolescent psychiatry fellowship at the University of California San Diego where he participated in Community Psychiatry Track and served as Co-Chief Fellow in his second year. In July 2021, Dr. Arenivar was honored to be featured on the Texas Super Doctors Rising Stars list that is reserved for healthcare providers who have attained a high degree of peer recognition and professional achievement.

Sharon Hicks, MSW, MBA

Sharon Hicks has more than 30 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 Pittsburgh. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.

Leadership & Management Certificate Program Course | Domain: Technology & Analytics | Credit Hours: 1.0

11:45 am – 12:45 pm CT

Empowering Youth & Communities Through Peer Support Programs & Policy

St. James Ballroom – The Children’s Services Executive Summit

This session will dive into the intricacies of building full spectrum peer support programs for young people and explore how these unique programs can offer a more engaging approach to early intervention while ultimately reducing strain on the youth mental health system.

Join Mental Health America as they break down a proven three-tiered approach to creating and scaling peer support systems for youth. Participants will gain insights into how peer support program models can be tailored to align with specific community requirements. Additionally, attendees will discover how comprehensive community-wide initiatives can equip young individuals with tools and knowledge capable of reshaping culture, perspectives, and relationships, ultimately filling the gaps left by the scope of conventional services.

Key takeaways include:

  • Understand the core components and potential impact of peer support programs
  • Discover a framework for setting up a youth peer support program
  • Challenges and opportunities of building and scaling youth peer support programs

Kelly Davis

Kelly Davis is the Vice President of Peer and Youth Advocacy at Mental Health America, where she works on the expansion of peer support and young adult leadership. She is passionate about lived experience-driven programs, policies, organizations, and research. Kelly has been awarded the Disruptive Innovator Award by the National Association of Peer Supporters and the National Peer Leader of the Year Award by Peerpocalypse. She is a certified yoga teacher and holds a certificate in Applied Positive Psychology from The Flourishing Center.

Kelly and her work have appeared in the New York Times, Teen Vogue, NBC Nightly News, NPR, and the White House. She recently earned her master’s degree in Nonprofit Leadership at the University of Pennsylvania where she served as a research assistant in the Perelman School of Medicine studying lived experience perspectives of inpatient psychiatric units. She is currently pursuing a certificate of specialization in mental health leadership from the Harvard T.H. Chan School of Public Health.

Jackie Menjivar

Jackie Menjivar is the Manager of Peer and Youth Advocacy at Mental Health America. She oversees the day-to-day operations of MHA’s youth leadership initiatives and develops content to promote youth leaders, reflect youth perspectives, and report on the evolving field of youth mental health.

Before joining MHA, she served as Content and Creative Strategist at youth-powered non-profit DoSomething.org. Throughout her career, Jackie has sought to amplify the voices and needs of young people through education, advocacy, and storytelling.

While her work has spanned across several social justice issues, mental health remains a passion—informed largely by her identity as a survivor and person living with mental illness. 

Sharon Hicks, MSW, MBA

Sharon Hicks has more than 30 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 Pittsburgh. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.

Leadership & Management Certificate Program Course | Domain: Innovation, Marketing & Service Line Development | Credit Hours: 1.0

2:00 pm – 3:00 pm CT

Guiding Youth Through Transition To Adulthood: An Integrated Approach To Care

St. James Ballroom – The Children’s Services Executive Summit

Annually, thousands of young individuals exit foster care upon turning 18, often left without support or stable housing. In this session, we’ll delve into the ‘Transition to Adulthood’ program by Jewish Family & Children’s Services. This program is specifically designed to aid adolescents and teens in foster care, providing crucial assistance with behavioral health conditions, career planning, college enrollment, housing, daily living skills, and financial management.

The Maricopa County based program stands as one of the country’s largest and most successful initiatives. We’ll examine the challenges and opportunities inherent in this program model, explore its funding sources, and uncover the strategies essential for its sustained success.

Key takeaways include:

  • Gain an understanding of support needs for adolescents exiting foster care, such as housing, education, and behavioral health
  • Evaluate key factors contributing to the success of the program, such as its evidence-based approach, integration of services, and scalability factors
  • Explore funding sources and strategies critical for sustaining and expanding similar programs aimed at assisting young adults exiting foster care

Tracey Olsen, LMSW

Tracey Olsen, LMSW is the Director of the Transition to Adulthood program for Jewish Family and Children services in Phoenix, Arizona. Tracey is responsible for the ongoing development and oversight of the Transition to Adult Program as well as administrative and clinical oversight of her transition facilitators, who provide direct care to the young adult.

Tracey has over 35 years of experience working in the mental health field.Ā  Positions include direct care, counseling, intake and evaluations, system of care, quality management, family support, clinical manager, director of outpatient services for a psychiatric hospital, and her current role. Tracey has a great passion for helping individuals navigate through their mental and/or behavioral health issues as well as assisting with ongoing development in providing quality services.Ā 

Sharon Hicks, MSW, MBA

Sharon Hicks has more than 30 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 Pittsburgh. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.

Leadership & Management Certificate Program Course | Domain: Innovation, Marketing & Service Line Development | Credit Hours: 1.0

3:10 pm – 4:10 pm CT

Innovation Through Times Of Crisis — Creative Strategies For Assessing & Adapting To The Unexpected

St. James Ballroom – The Children’s Services Executive Summit

Organizations invest significant time and energy in planning, strategizing, and preparing for a crisis, but what happens when the unexpected actually strikes? Join leaders from LifeSkills for an insightful exploration of innovative responses in the face of adversity. Attendees will examine the impact on access to care a community experienced when a tornado struck during the COVID-19 pandemic and get a firsthand look at how LifeSkills took a creative approach to assess and respond to the needs of local children and families through times of crisis.

Key takeaways include:

  • Strategies for assessing and responding to the unexpected through innovation
  • Practical solutions to developing community partnerships to support new programs 
  • Approaches to support and retain employees throughout times of crisis

Karen Garrity, LPCC-S, LCADC

Karen Garrity is the Executive Vice President for Behavioral Health at LifeSkills. LifeSkills is a Community Mental Health Center that spans 18 counties in South Central Kentucky. As an Executive Vice President, she works with agency, community, and state leaders to ensure the availability of a quality behavioral health service array. Additionally, Karen oversees a CCBHC grant and an upcoming CCBHC certification process.

Karen has worked in Community Mental Health for 27 years. She began working in the field, providing therapy to individuals with substance and mental health concerns. As a Clinical Director for Addiction Services, she oversaw the development of a robust treatment system, including expanded residential and transitional housing programming for women and their children. As the Vice President for Behavioral Health, she oversaw day-to-day clinical operations of a 10-county service area.

Katie Scheuer Hopper, MA, LPCC-S

Katie Scheuer Hopper, LPCC-S, currently serves as the Clinical Director for Children’s Services at LifeSkills, Inc, a community mental health center located in South Central Kentucky.Ā  Katie received her Bachelor’s degree in Psychology from Converse College and her Master’s degree in Clinical Psychology from Western Kentucky University.Ā  After starting her career journey as a clinical intern, Katie moved into therapist positions serving children and adolescents in day treatment and later in outpatient clinics.Ā  In 2017, Katie was promoted to Center Manager of the children’s outpatient program in the largest of the service counties, ultimately leading to her promotion to her present position.Ā  She maintains oversight of outpatient programs, including therapy, targeted case management, high fidelity wraparound and peer support services across the 10 county region as well as the only therapeutic foster care program run by a community mental health center in Kentucky.Ā  In addition, Katie chairs the agency Zero Suicide Workgroup heading suicide prevention efforts and is an agency wide trainer for Assessing and Managing Suicide Risk (AMSR).Ā  With experience in both rural communities and in more blended rural/urban areas in the region, and her lived experience growing up in a military family, she brings a unique perspective to the children’s behavioral health picture and the critical need for service availability and collaboration across multiple agencies.

Sharon Hicks, MSW, MBA

Sharon Hicks has more than 30 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 Pittsburgh. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.

Leadership & Management Certificate Program Course | Domain: Innovation, Marketing & Service Line Development | Credit Hours: 1.0

4:15 pm – 4:45 pm CT

Trying To Do Something New? A Checklist For Taking Innovation To Market

Fulton – Keynote

It is no longer negotiable: Every health and human services organization needs a growth strategy. From organic growth of current services to intellectual property licensing to affiliation agreements, choosing the right growth strategy for your organization can be daunting.

Join Monica Oss, CEO and Founder at OPEN MINDS, for an exploration of tactical decision-making for executive teams to help them improve or develop new comprehensive strategic plans aligned with long-term organizational goals.

Monica E. Oss

Monica E. Oss, M.S. is the founder ofĀ OPEN MINDSĀ 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 theĀ OPEN MINDSĀ 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.

Leadership & Management Certificate Program Course | Domain: Innovation, Marketing & Service Line Development | Credit Hours: 0.5