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Full Agenda & Schedule Of Events

7:30 am – 8:30 am CT

Breakfast & Registration

Registration

Grab your badge, some hot coffee and breakfast, and get registered for the week ahead!


8:30 am – 11:30 am CT

Creating Growth Strategies To Maximize Revenue & Scale: The 2024 OPEN MINDS Best Practice Marketing Seminar

Executive Seminar

Is your marketing strategy showcasing the distinctive value your organization brings compared to competitors?

Developing a winning marketing strategy is essential for every health and human service organization. To be effective, marketing efforts should align with long-term organizational goals and strategically position your organization in the eyes of consumers, potential partners, heath plans, and even your future workforce.

This seminar, tailored for executives of specialty provider organizations, offers skills to craft a robust yet adaptable marketing plan that is informed by in-depth market analysis.

Key takeaways include:

  • Understand the new “North Stars” in specialty health care and the importance of strategic marketing for strengthening an organization’s bottom line
  • Examine strategies for evaluating and aligning a marketing strategy with long-term organizational goals
  • Learn strategies for leveraging marketing efforts to strategically position your organization’s unique value in the eyes of stakeholders

Nicole Garris

Nicole Garris brings a wide variety of expertise to the OPEN MINDS team, including an extensive background in marketing, creative direction, and brand development and management. In addition to a multitude of experience in digital, traditional and social media marketing, she has years of experience as a graphic designer. She currently serves as a Senior Associate for OPEN MINDS.

In her role at OPEN MINDS, Ms. Garris helped earn the 2017 Silver Healthcare Marketing Impact Award for PsychU’s 2016 Stigma Campaign. She also grew subscribers of PsychU.org from 2,500 to 36,000+ in 3.5 years through developing and executing comprehensive marketing plans.

Prior to joining OPEN MINDS, Ms. Garris served as the Director of Marketing, Culinary Services Group. In this role, she defined and oversaw the execution of strategy for corporate/business dining for all business lines including senior living, hospitals, behavioral health care and retail. Ms.Garris developed the editorial calendar as well as implemented the strategic content marketing plans. She increased LinkedIn followers by 59% in 12 month, from 2,668 to over 4300+. In addition, Ms. Garris utilized blog posts in email campaigns to convert leads to clients, generating an additional $630,000 in revenue for 2019.

Prior to joining Culinary Services Group, Ms. Garris developed and managed the formalwear and factory store brands of Jos. A. Bank Clothiers, a prominent men’s retailer composed of 600+ stores nationwide. In this role, she engineered and ensured the consistent look of all branding, promotions, in-store signage, and outward communications.

Ms. Garris has also worked as an independent marketing and design consultant for multiple organizations—specializing in social media integration, campaign design and execution, and multichannel marketing strategies.

Ms. Garris is a 2009 graduate of the Art Institute of York, Pennsylvania where she earned an Associate Degree in Specialized Technology with a Major in Graphic Design.

Christy Dye, MPH

Christy Dye is a data-focused healthcare executive who brings over 30 years of experience supporting provider organizations, state agencies, and communities in achieving their business, operational, and quality goals in health and human services to OPEN MINDS as a Senior Associate. Christy’s career has included working as a state Medicaid leader, a national expert in substance abuse treatment systems, health information exchange and interoperability, and as chief executive for Arizona’s leading integrated primary/behavioral healthcare provider.

Prior to OPEN MINDS, Ms. Dye served as Chief Business Development Officer for Health Current, (division of Contexture), Arizona’s statewide health information exchange (HIE). While there, Ms. Dye developed provider education and training programs in using clinical and administrative data to improve patient outcomes and manage value-based reimbursement contracts. She led the Health Current HIE research data initiative in partnership with Arizona State University and also served as co-principal investigator for a National Institute of Mental Health project at ASU focused on information sharing for behavioral health populations.

Ms. Dye is the former Chief Executive Officer for Partners in Recovery (now Copa Health), an Arizona agency serving more than 10,000 adults with serious mental illness. At Partners she created a network of fully integrated behavioral and primary care clinics for SMI adults, and launched the company’s population health, value-based and complex care programs, including Arizona’s only Medical Assertive Community Treatment (ACT) Team.

Prior to PIR, she served as Division Chief for Clinical and Recovery Services and Arizona’s state substance abuse director at the Arizona Department of Health, Division of Behavioral Health. As a state official, she served on a team charged with the re-design of Medicaid behavioral health benefits in Arizona and oversaw the expansion of the state’s contracted managed care system to a more recovery focused model, including expansion of peer-delivered mental health, addiction, and consumer-operated services.

Ms. Dye graduated from the University of Arizona with a Master’s in Public Health Administration. She received her Bachelor’s degree from the University of Illinois Urbana-Champaign. She is an active member of the Community Advisory Board for Health Informatics at ASU’s College of Health Solutions.

OPEN MINDS Leadership & Management Certificate Program Course | 3.0 Credit Hours

11:30 am – 1:30 pm CT

Lunch On Your Own

Networking

12:00 pm – 5:00 pm CT

Alera Health ONEcare Symposium & Lunch

Symposium

Sponsored By:

Alera Health is hosting a half-day symposium for ONEcare participants from across the nation.

This event will celebrate our collective impact and share best practices and innovations from the field. Starting with a hosted lunch and ending with the grand opening reception for the OPEN MINDS Strategy & Innovation Institute, the inaugural ONEcare Symposium will feature presentations from Monica Oss, CEO of OPEN MINDS, guest speakers from the managed care industry, and multiple ONEcare network best practice presentations.

Pre-registration is required.

Manuel Arisso

Manny oversees the commercial, Medicaid and Medicare programs for parent company Elevance Health, as well as the Employer/Commercial Division and Direct Care Services for Carelon Behavioral Health. He has extensive experience across multiple domains in and out of healthcare, which includes integrated care, behavioral health, pharmacy, specialty, and ancillary services. Manny is an innovator and catalyst for change who is known for leading improved efficiencies, productivity, and integration for behavioral healthcare.

Prior to joining Carelon Behavioral Health, Manny oversaw specialty areas within Elevance Health. He was also Chief Executive Officer at Magellan Complete Care of Florida; Vice President of State Affairs, Florida at Magellan Health Services; and was a member of the executive team at the Florida Department of Health..

Manny graduated with a Juris Doctorate from Florida State University College of Law and is a licensed health risk manager. He also holds certifications in rate development for regulated industries from Michigan State University.

Shar Najafi-Piper, Ph.D.

A clinical psychologist, Dr. Najafi-Piper has expertise in fully integrated continuums of care for complex-needs individuals and believes in a whole-person health care model that supports successful outcomes.

In leadership roles since 2008, she has also demonstrated notable talent and skill on the business side of the health and human services industry. This ranges from the implementation of quality assurance functions, peer review, utilization review, as well as service and clinical protocols. In addition, Dr. Najafi-Piper has demonstrated success in the areas of program development, contract development/negotiations, public relations, media development, and business growth through revenue diversification including both traditional and non-traditional sources.

Most recently, Dr. Najafi-Piper led in the creation of the first behavioral health Accountable Care Organization (ACO) in Maricopa County. Consisting of six multi-disciplinary providers, the ACO works collaboratively to reduce gaps in care and provide better outcomes while reducing the overall cost of providing services.

Monica E. Oss

Monica E. Oss, M.S. is the founder of OPEN MINDS and serves as its chief executive officer, executive editor of its publications and websites, and executive lead of its consulting engagements. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. She is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field – and its focus on the verticals of the field serving consumers with chronic conditions and complex support needs.

Ms. Oss has extensive experience in developing and implementing growth strategies for a wide array of organizations in the field. She has expertise in industry trend analysis, reimbursement and rate setting, and creating actionable plans for market success. In her role, she has led numerous engagements with state Medicaid plans, county governments, private insurers, and health plans, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.

Prior to founding OPEN MINDS, Ms. Oss served as an executive with a nationally managed behavioral health organization, responsible for market development, actuarial analysis, and capitation-based rate setting. She also held a position as vice president of the U.S. risk management and underwriting division of an international insurance company.

Ms. Oss has been the keynote speaker at the conferences of dozens of national associations and has been published in a wide range of professional journals and trade publications. She has provided Congressional and state legislative testimony on issues as diverse as the financial impact of parity and payer medication access policies.

Ms. Oss has led a range of industry research and consultation initiatives, serving as principal investigator on research projects that include the examination of national managed care enrollment and service patterns, development of provider rate structures for government entities, creation of return-on-investment models for technology investments; design of performance-based compensation models within public and private health plans; and analysis of the economic impact of changes in benefit design, adoption of evidence-based practices, and new technologies.

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.

Sean Schreiber

Sean Schreiber served as Chief Clinical Officer at Alliance from the company’s inception in 2012 through 2016, and prior to that was Director of Service Management at The Durham Center (one of the merging partners in Alliance) beginning in 2009. Before returning to Alliance in 2018 he contracted with a nationwide managed care company overseeing projects related to network strategy, including assisting in the development of value-based contracting strategies. Prior to joining Alliance originally, Mr. Schreiber worked as a Director of Development for a large behavioral health provider, responsible for expanding operations and starting new clinical programs.

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.


1:30 pm – 4:30 pm CT

Building A Stronger Brand & Reputation – Best Practice Brand Management: The 2024 OPEN MINDS Seminar

Executive Seminar

A brand is more than just visual appeal, it should serve as a key part of your organization’s growth strategy. When leveraged appropriately your brand captures the essence of your organization’s mission, voice, and values, enticing key stakeholders and organically driving business.

In this key seminar, OPEN MINDS Senior Associates will break down the intricacies of an effective brand strategy, offering insight on aligning your brand with long-term organizational goals, plus practical solutions for enhancing your brand to stay competitive in the market and meet stakeholders where they are.

  • Learn how to use market research and competitive analysis to measure and examine your competitive brand advantage
  • Examine strategies for transforming your ideal brand perception into a reality for consumers, staff, and stakeholders
  • Explore strategies for reflecting your brand experience in your marketing collateral, services, and communications

Nicole Garris

Nicole Garris brings a wide variety of expertise to the OPEN MINDS team, including an extensive background in marketing, creative direction, and brand development and management. In addition to a multitude of experience in digital, traditional and social media marketing, she has years of experience as a graphic designer. She currently serves as a Senior Associate for OPEN MINDS.

In her role at OPEN MINDS, Ms. Garris helped earn the 2017 Silver Healthcare Marketing Impact Award for PsychU’s 2016 Stigma Campaign. She also grew subscribers of PsychU.org from 2,500 to 36,000+ in 3.5 years through developing and executing comprehensive marketing plans.

Prior to joining OPEN MINDS, Ms. Garris served as the Director of Marketing, Culinary Services Group. In this role, she defined and oversaw the execution of strategy for corporate/business dining for all business lines including senior living, hospitals, behavioral health care and retail. Ms.Garris developed the editorial calendar as well as implemented the strategic content marketing plans. She increased LinkedIn followers by 59% in 12 month, from 2,668 to over 4300+. In addition, Ms. Garris utilized blog posts in email campaigns to convert leads to clients, generating an additional $630,000 in revenue for 2019.

Prior to joining Culinary Services Group, Ms. Garris developed and managed the formalwear and factory store brands of Jos. A. Bank Clothiers, a prominent men’s retailer composed of 600+ stores nationwide. In this role, she engineered and ensured the consistent look of all branding, promotions, in-store signage, and outward communications.

Ms. Garris has also worked as an independent marketing and design consultant for multiple organizations—specializing in social media integration, campaign design and execution, and multichannel marketing strategies.

Ms. Garris is a 2009 graduate of the Art Institute of York, Pennsylvania where she earned an Associate Degree in Specialized Technology with a Major in Graphic Design.

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.

OPEN MINDS Leadership & Management Certificate Program Course | 3.0 Credit Hours

5:00 pm – 6:30 pm CT

Grand Opening Of The Exhibit Hall

Networking

Sponsored By:

Join us for an unveiling of all of our great exhibitors while enjoying a cocktail and hors d’oeuvres!


7:15 am – 8:15 am CT

Executive Breakfast & Registration

Networking

If you haven’t registered yet, check in with us at the registration desk and then enjoy breakfast in the exhibit hall!


8:15 am – 9:30 am CT

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

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.

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.

Eric Strickland

Eric Strickland is President & CEO 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.  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

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.
 

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.

Monica E. Oss

Monica E. Oss, M.S. is the founder of OPEN MINDS and serves as its chief executive officer, executive editor of its publications and websites, and executive lead of its consulting engagements. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. She is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field – and its focus on the verticals of the field serving consumers with chronic conditions and complex support needs.

Ms. Oss has extensive experience in developing and implementing growth strategies for a wide array of organizations in the field. She has expertise in industry trend analysis, reimbursement and rate setting, and creating actionable plans for market success. In her role, she has led numerous engagements with state Medicaid plans, county governments, private insurers, and health plans, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.

Prior to founding OPEN MINDS, Ms. Oss served as an executive with a nationally managed behavioral health organization, responsible for market development, actuarial analysis, and capitation-based rate setting. She also held a position as vice president of the U.S. risk management and underwriting division of an international insurance company.

Ms. Oss has been the keynote speaker at the conferences of dozens of national associations and has been published in a wide range of professional journals and trade publications. She has provided Congressional and state legislative testimony on issues as diverse as the financial impact of parity and payer medication access policies.

Ms. Oss has led a range of industry research and consultation initiatives, serving as principal investigator on research projects that include the examination of national managed care enrollment and service patterns, development of provider rate structures for government entities, creation of return-on-investment models for technology investments; design of performance-based compensation models within public and private health plans; and analysis of the economic impact of changes in benefit design, adoption of evidence-based practices, and new technologies.

OPEN MINDS Leadership & Management Certificate Program Course | 1.0 Credit Hours

9:45 am – 10:45 am CT

Thought Leader Discussion

Thought Leader

Join our keynote panel for an interactive discussion where you can take time to ask your own questions and continue the conversation.

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.

Eric Strickland

Eric Strickland is President & CEO 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.  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

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.
 

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.

Monica E. Oss

Monica E. Oss, M.S. is the founder of OPEN MINDS and serves as its chief executive officer, executive editor of its publications and websites, and executive lead of its consulting engagements. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. She is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field – and its focus on the verticals of the field serving consumers with chronic conditions and complex support needs.

Ms. Oss has extensive experience in developing and implementing growth strategies for a wide array of organizations in the field. She has expertise in industry trend analysis, reimbursement and rate setting, and creating actionable plans for market success. In her role, she has led numerous engagements with state Medicaid plans, county governments, private insurers, and health plans, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.

Prior to founding OPEN MINDS, Ms. Oss served as an executive with a nationally managed behavioral health organization, responsible for market development, actuarial analysis, and capitation-based rate setting. She also held a position as vice president of the U.S. risk management and underwriting division of an international insurance company.

Ms. Oss has been the keynote speaker at the conferences of dozens of national associations and has been published in a wide range of professional journals and trade publications. She has provided Congressional and state legislative testimony on issues as diverse as the financial impact of parity and payer medication access policies.

Ms. Oss has led a range of industry research and consultation initiatives, serving as principal investigator on research projects that include the examination of national managed care enrollment and service patterns, development of provider rate structures for government entities, creation of return-on-investment models for technology investments; design of performance-based compensation models within public and private health plans; and analysis of the economic impact of changes in benefit design, adoption of evidence-based practices, and new technologies.


9:45 am – 11:15 am CT

Creating A Meaningful, Market-Based Strategic Vision For Your Organization

Core Session

Creating an objective-focused, market based strategic vision is key to building resilience and ensuring your organization is prepared for growth opportunities in the ‘new normal’. In this session, industry experts will break down their proven best practice processes for developing growth-oriented business and operational strategies based on a deep understanding of organizational strengths and prevailing market trends.

Attendees will:

  • Learn the process for conducting market trend analysis for specialty healthcare services, including internal and external assessment, establishing strategic priorities, and translating priorities into tactics.
  • Understand how to design and evaluate growth strategies
  • Explore a provider case study on an organization that “reinvented” itself for future growth and sustainability

Richard Rinaldi, MBA, PMP

As Devereux’s senior director of administration, Rich Rinaldi, MBA, PMP, uses project management best practices to either lead or influence every major initiative across the organization.

Rinaldi joined Devereux in 2015 and, since that time, has served in roles of increasing responsibility. In 2021, he was promoted to his current position, overseeing the following areas/departments: 1) Project Management Office 2), New Business Development, 3) Procurement and 4) the national executive administrative assistant team.

Rinaldi has earned the following degrees: Bachelor of Science in Business Administration from Georgetown University and a Master of Business Administration with a concentration in not-for-profit-management from Chaminade University in Honolulu. He holds the following professional certifications: Project Management Professional, Certified Scrum Professional – ScrumMaster and Advanced Certified Scrum Product Owner.

In addition to his work at Devereux, Rinaldi is an adjunct professor at Wake Forest University and Villanova University, where he instructs students in the area of project management. Previously, he served as an adjunct professor at Harcum College and was a member of the Leadership Main Line Class of 2020. Rinaldi is a member of the Project Management Institute (PMI) – Delaware Valley Chapter (treasurer) and serves as a board member for his local library in Narberth, Pennsylvania.

Leah Yaw

In her role at the nonprofit behavioral health organization, Leah is responsible for developing, communicating and executing strategic initiatives which are aligned with Devereux’s critical mission and core values. Specifically, this includes overseeing the strategic planning process, building and sustaining organizational alignment and momentum to achieve strategic goals, and directing the Office of External Affairs. In Leah’s External Affairs role, she oversees Devereux’s outside envelope, directing its strategic and referral marketing, fundraising, issues management, public policy and advocacy, internal and external communications, and brand management functions.

An unwavering advocate for children, adolescents, and adults living with emotional, behavioral, and cognitive differences, Leah helps lead the organization to ensure it provides compassionate, high-quality care for the 25,000 individuals and families Devereux serves every year.

Johnel Reid

Johnel Reid is chief marketing officer for Centerstone, a national leader in behavioral health and addiction services. She leads strategy and oversight for the organization’s branding, communications, grant writing, national policy, and referral marketing.

Reid joined Centerstone as vice president of public affairs and marketing in 2018. Prior to that, she served with two Fortune 500 companies. At Community Health Systems, Reid was vice president for strategic planning and marketing, providing executive support to an operating division that included 38 hospitals and systems across several states. From 2003 to 2012, she was director of marketing and public relations at HCA Healthcare where she led the development of market based branding into a consumer health network.

Reid holds a Bachelor of Science degree in sociology and political science from Longwood University in Virginia.

Aaron Campbell

Kimberly Bond, MS, LMFT

Kimberly Bond, MS, LMFT, brings more than 30 years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as the Executive Vice President of Business Development. In this role, Ms. Bond focuses on growing the OPEN MINDS client portfolio across all nine verticals of OPEN MINDS business.

Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III and Clinical Manager of Adult Services and a Program Coordinator II and Clinical Manager of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment.

Prior to joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc, a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs as well as the women and children residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, and training, facilities’ licensing and certifications renewals. Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders.

Previously, Ms. Bond served as the President and CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12 million in annual revenue to more than $100 million and becoming one of the largest providers of behavioral health services in California. In this role, Ms. Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. In addition, Bond ensured contract compliance of the agency’s 125 different contracts across federal and state agencies and eight counties.

Ms. Bond received her bachelor’s degree in psychology, with honors, and her master’s degree in counseling education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.

OPEN MINDS Leadership & Management Certificate Program Course | 1.5 Credit Hours

Advancing Behavioral Health Through Digital Innovation: Solace’s Roadmap

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.

Tanveer Chaudhry, M.D.

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). 

Thomas Starling, Ed.D. 

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.


10:00 am – 10:30 am CT

The State Of MA&A In Health Care

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 “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

OPEN MINDS Leadership & Management Certificate Program Course | 0.5 Credit Hours

10:30 am – 11:30 am CT

The Culture Challenges In Merging Primary Care & Specialty Care

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, but a number of surveys suggest that 50% to 75% of post-merger integrations fail because of culture issues. This session will highlight key insights from an organization that successfully integrated primary and specialty care.

In this session, attendees will explore:

  • The business model and cultural challenges of integration
  • Strategies for identifying and assessing the cultural 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.

OPEN MINDS Leadership & Management Certificate Program Course | 1.5 Credit Hours

11:30 am – 12:30 pm CT

Measuring What Matters — An Exploration Of Patient-Centered Outcomes & Feedback Informed Care

Breakout Session

Join Dr. Stuart Buttlaire for a discussion on gauging meaningful metrics in Patient Centered Care. Numerous studies have highlighted the positive impact of patient feedback on clinical outcomes. This session will explore the underlying principles and framework supporting this methodology, and provide insights into enhancing your organization’s practices for optimal outcomes.

Stuart Buttlaire, Ph.D., MBA

Stuart Buttlaire has over 35 years of clinical, management, and leadership experience. His career includes diverse experience in both the public and private sectors of healthcare providing leadership and direction in healthcare delivery.

Dr. Buttlaire currently serves as the Regional Director of Behavioral Health and Addiction Medicine for Kaiser Permanente. In this role, Dr. Buttlaire designs and oversees a broad continuum of services and programs for both inpatient, ambulatory, and emergency settings for mental health and addiction medicine. Dr. Buttlaire previously served as the Regional Director of Inpatient Psychiatry and Continuing Care at Kaiser Permanente and the lead Mental Health Representative within Kaiser Permanente’s State Program Initiatives including Medicaid and Medicare.

Additionally, Dr. Buttlaire served as a regional leader in the development of best practices at Kaiser Permanente. Dr. Buttlaire developed and led major program redesigns including Integrated Urgent Services for adults and youth with mental health and substance use disorders, Kaiser Permanente Post-Acute Center (SNF) Behavioral Health Program, mental health and emergency room consultation and suicide prevention, multi-family groups for adults and teens in treatment of severe psychiatric conditions, and intensive outpatient treatment programs for adults and youths. Recently, Dr. Buttlaire implemented a mobile application for eating-disordered patients that won Kaiser’s Innovation Award. Dr. Buttlaire also developed and implemented two psychiatric inpatient units at Kaiser Permanente, one of them was a medical/psychiatric unit to treat those members with both medical and psychiatric co-morbidities and the other, was a free-standing psychiatric health facility.

Additionally, Dr. Buttlaire often provides expertise and consultation on state and federal legislation and its impact on behavioral health within Kaiser Permanente, the State of California, and nationally. Dr. Buttlaire is currently the Board President of the Institute for Behavioral Health Improvement. He was selected to the American Hospital Association Regional Policy Board for Western Section after serving as AHA’s Chair of Behavioral Health and Substance Abuse section. He is currently on the Board of Directors of NAMI California, and the California Hospital Association’s Advisory Board of Behavioral Health.

Dr. Buttlaire is a graduate from the University of California, Irvine’s Paul Merage School of Business with a Master of Business Administration with a concentration in Health Care Management, Finance, and Marketing. Dr. Buttlaire also graduated from the California Institute of Integral Studies with a Ph.D. in Clinical Psychology. Additionally, Dr. Buttlaire holds a Master of Arts in Counseling Psychology from California State University, Humboldt, and a Bachelor of Arts in Psychology and Political Science from the University of Colorado.

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.

OPEN MINDS Leadership & Management Certificate Program Course | 1.0 Credit Hours

11:30 am – 12:45 pm CT

Finding Health Plan Opportunities In A Crowded Market: Best Practice Market Research

Core Session

Commercial health plans manage the benefits of more than half of all Americans, but for executive teams of provider organizations, working with health plans comes with many challenges. Health plans set clinical necessity and appropriateness criteria for services, determine payout rates, and are a critical source for referrals. To ensure financial sustainability and future growth, provider organizations need to be strategic to develop efficient working relationships with health plans. Hear from our case study presenters as they de-mystify health plans and explore:

  • What health plans want, and what they don’t want
  • Strategies for researching payers’ needs and market capacity to develop a growth strategy with health plans
  • Steps to build successful and sustainable relationships with health plans

Kathie Green

2024 will be my 44nd year in the behavioral health field, I started out in a variety of roles- mental health tech, case manager, social worker, and therapist- and later moved to the business side of care. Since then, I’ve held regional and national positions in business development. utilization review, admissions, denials/ appeals and contracting. My current role is VP of Payer Engagement, Growth & Strategy at Lifestance Health. Payer Engagement can be described as contracting, but to me it is much more. Working with payers to support the overall wellness needs of their subscribers is key. The development of relationships, quality of care initiatives and building a foundation of trust is at the core of what I do .

Sean Schreiber

Sean Schreiber served as Chief Clinical Officer at Alliance from the company’s inception in 2012 through 2016, and prior to that was Director of Service Management at The Durham Center (one of the merging partners in Alliance) beginning in 2009. Before returning to Alliance in 2018 he contracted with a nationwide managed care company overseeing projects related to network strategy, including assisting in the development of value-based contracting strategies. Prior to joining Alliance originally, Mr. Schreiber worked as a Director of Development for a large behavioral health provider, responsible for expanding operations and starting new clinical programs.

Mike O’Connor

Mike O’Connor has been employed at New Hope since 2010, and has led the National Referral System since 2012. Mike received his Bachelors of Psychology from Westfield State College in Massachusetts.

Prior to joining the New Hope team, Mike enjoyed a 14-year career in the non-profit sector, working for Eckerd Youth Alternatives in their Wilderness Educational Program. Here, he served in roles of direct care and ultimately as the director of a 200-acre facility in Vance County, NC. Mike has served on numerous professional boards, community provider groups, Managed Care Collaboratives, and advocacy groups. Currently, he is a member of the North Carolina TIDE Committee (Training, Instruction, Development and Education), and serves on the Board of North Carolina Community Alternatives for Youth. Outside of work, Mike delights in his role as a husband and father, as well as the occasional round of golf.

Paul Duck

Paul M. Duck brings over 25 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts – responsible for a 30% increase in net revenue and initiated over $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.

Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning, including, the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.

Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.

Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.

Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Bachelor of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc Magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.

OPEN MINDS Leadership & Management Certificate Program Course | 1.25 Credit Hours

Optimizing Health Care: Embracing Value-Based Strategies In Integrated Care Models

Knowledge Partner

Sponsored By:

Funding models are shifting in behavioral health. The traditional fee-for-service arrangement has evolved into value-based care, a system that prioritizes quality over quantity and offers incentives for improved outcomes, reduced costs and consumer satisfaction. For organizations focused on providing integrated care, the shift to value-based reimbursement is necessary to remain financially sustainable.  

 Join Ian Laster, Director of Integrated Care, Netsmart, as he discusses the shift to value-based care in community health centers––including integrated care delivery, financial stability and workforce satisfaction. Ian will share specific use cases from health centers and how they have made the transition in payment models while diversifying revenue streams through grants and CMS funding. More specifically, he’ll cover how organizations have tied value-based care initiatives to technology investments and infrastructure.

Participants will learn:  

  • Key considerations for participation in the Making Care Primary (MCP) and Innovation in Behavioral Health (IBH) Models.  
  • Why value-based care makes it easier to offer a patient-centered approach and deliver integrated care.  
  • How to prepare your workforce for changes across administrative, clinical and billing departments to support shifting models of care.  
  • Effective implementation of technology to support value-based reimbursement models.  

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.    

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.


11:45 am – 2:15 pm CT

Lunch On Your Own

Networking

1:15 pm – 2:15 pm CT

Post Lunch Pick Me Up

Networking

Join us in the exhibit hall for a fun after-lunch snack break!


1:15 pm – 2:30 pm CT

Making Non-Profit Mergers Work — A Best Practices Session

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. 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. 

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 ‘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 and CEO of Easterseals UCP North Carolina & Virginia, an industry leader supporting 20,000 children, adults & families living with intellectual and behavioral health challenges.

With more than 35 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 adept in portfolio management, service line mission/finance analysis, strategic execution and leadership talent development. Mission driven, Luanne is passionate about influencing culture change, promoting diversity and inclusion in the workplace, and developing leaders and teams where employees feel valued, safe and encouraged to use their voices.

Luanne is a successful relationship builder across all stakeholders including the board, staff, volunteers, donors, public and private payers and community influencers. She serves on the Board of Trustees of Benchmarks NC, as Board Secretary of i2i Center for Integrative Health and is Vice Chair of UCP Regional Affiliate Council.

Joseph P. Naughton-Travers, EdM

Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

OPEN MINDS Leadership & Management Certificate Program Course | 1.5 Credit Hours

2:15 pm – 3:15 pm CT

Stay Ahead: 2024 Payer Insights & Trends Uncovered

Breakout Session

Explore the landscape of 2024’s health care trends with executives from leading health plans. This session is designed to help providers “think like a payer” and get ahead of the competition with an inside look at what’s new and on the horizon for health plans. Attendees will gain insights into developing strong payer/provider relationships, plus strategies for negotiating better rates and getting more referrals.

Manuel Arisso

Manny oversees the commercial, Medicaid and Medicare programs for parent company Elevance Health, as well as the Employer/Commercial Division and Direct Care Services for Carelon Behavioral Health. He has extensive experience across multiple domains in and out of healthcare, which includes integrated care, behavioral health, pharmacy, specialty, and ancillary services. Manny is an innovator and catalyst for change who is known for leading improved efficiencies, productivity, and integration for behavioral healthcare.

Prior to joining Carelon Behavioral Health, Manny oversaw specialty areas within Elevance Health. He was also Chief Executive Officer at Magellan Complete Care of Florida; Vice President of State Affairs, Florida at Magellan Health Services; and was a member of the executive team at the Florida Department of Health..

Manny graduated with a Juris Doctorate from Florida State University College of Law and is a licensed health risk manager. He also holds certifications in rate development for regulated industries from Michigan State University.

Paul Duck

Paul M. Duck brings over 25 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts – responsible for a 30% increase in net revenue and initiated over $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.

Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning, including, the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.

Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.

Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.

Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Bachelor of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc Magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.

OPEN MINDS Leadership & Management Certificate Program Course | 1.0 Credit Hours

2:15 pm – 3:45 pm CT

Housing As Health Care – Addressing The Housing & Homelessness Crisis Through Braided Funding & Housing Supports

Core Session

The linkage between health outcomes and homelessness or lack of affordable housing is well established. Recent flexibilities in federal policy that grant states greater leeway in reimbursing for both housing units and housing support services offer new growth opportunities for specialty healthcare providers serving populations with high housing needs – seriously mentally ill or substance use conditions, high cost/high need individuals, and populations in long-term care or transitioning from institutional environments. This session equips organizations to enter new markets in housing and supports housing service delivery through national experts and case studies of successful housing providers. This session’s key takeaways are:

  • Sources of funding for bricks and mortar, rental subsidies, and service delivery
  • Best practice-supported housing models
  • How states and specialty providers are operationalizing new housing service models through Medicaid

Dr. Michael Franczak

Michael Franczak currently serves as the Director of Population Health Services for Copa Health, Phoenix, Arizona. Dr. Franczak has been involved in Mental Health, Substance Abuse and Development Disability services in Pennsylvania, North Carolina and Arizona for the past 40 years. Dr. Franczak has served as an expert witness in many landmark cases concerning mental health and developmental Disabilities and serves as an expert to the US Department of Justice Civil Rights Division. Dr. Franczak has been the primary investigator on numerous grants from the Substance Abuse Mental Health Service Administration including Housing Approaches for Persons with a Serious Mental Illness, Jail Diversion for Persons with a Serious Mental Illness, Integrated Substance Abuse Mental Health Treatment Models System of Care Practices for Children and Adolescents and Substance Abuse Services for Adolescents.

Rob Rogers

Rob is a graduate of Messiah College, where he received a BA in psychology, and later received his MA in psychology from Geneva College. In 2020, he went back to school and received his MBA from The University of West Alabama.

He has worked in the non-profit sector for over 30 years. He joined Volunteers of America in 1999 and currently serves as the President/CEO of VOA Southeast. The organization serves over 35,000 people each year across Alabama, Georgia, and Mississippi and provides services and support for people with disabilities, veterans, at-risk youth, the elderly, the homeless, and those recovering from addictions. Rob has also served as the President/CEO of VOA Carolinas and the COO of VOA Chesapeake.

Throughout his career, Rob has established an outstanding reputation as a leader, team builder, and strategic thinker. His efforts have led to the development of a variety of human service programs that meet critical community needs and are often operated in conjunction with an affordable housing component.

In addition, Rob has more than 20 years of affordable housing development experience with development costs in excess of $90M. Projects have ranged from single-family homes to large multi-family apartment complexes that were constructed with federal, state, and local dollars. He has also been responsible for the management of over 80 HUD, HOME, and Low-Income Housing Tax Credit funded housing facilities in his career.

One of his proudest career achievements is the development of the Program of All-Inclusive Care for the Elderly (PACE) in Durham, North Carolina. This Centers for Medicare and Medicaid Services program is a comprehensive medical and social service model for serving the nation’s most frail elderly within their homes. The program includes a partnership with the Duke University Healthcare System. 

In 2016, Rob was selected by Merryck & Co., a global executive mentoring firm, for their intensive mentorship program, and those relationships continue to this day. Finally, he is a founding member of the Alabama Service Providers Association, an association of providers of community-based services for individuals with intellectual and developmental disabilities in Alabama, and has served on their board since 2017.

Tiffany Villines, MPA

Tiffany Villines is the Washington State Director for Carelon Behavioral Health.  As the Director she oversees three regions in Washington to include North Central, Pierce and Southwest. Tiffany is an executive with proven strategic and operational skills.  Her background consists of more than 25 years in behavioral health and health care policy. Born and raised in Washington State, she received her bachelor’s degree in business administration in 2001 from the University of Washington and her master’s in public administration from The Evergreen State College in 2003.

Christy Dye, MPH

Christy Dye is a data-focused healthcare executive who brings over 30 years of experience supporting provider organizations, state agencies, and communities in achieving their business, operational, and quality goals in health and human services to OPEN MINDS as a Senior Associate. Christy’s career has included working as a state Medicaid leader, a national expert in substance abuse treatment systems, health information exchange and interoperability, and as chief executive for Arizona’s leading integrated primary/behavioral healthcare provider.

Prior to OPEN MINDS, Ms. Dye served as Chief Business Development Officer for Health Current, (division of Contexture), Arizona’s statewide health information exchange (HIE). While there, Ms. Dye developed provider education and training programs in using clinical and administrative data to improve patient outcomes and manage value-based reimbursement contracts. She led the Health Current HIE research data initiative in partnership with Arizona State University and also served as co-principal investigator for a National Institute of Mental Health project at ASU focused on information sharing for behavioral health populations.

Ms. Dye is the former Chief Executive Officer for Partners in Recovery (now Copa Health), an Arizona agency serving more than 10,000 adults with serious mental illness. At Partners she created a network of fully integrated behavioral and primary care clinics for SMI adults, and launched the company’s population health, value-based and complex care programs, including Arizona’s only Medical Assertive Community Treatment (ACT) Team.

Prior to PIR, she served as Division Chief for Clinical and Recovery Services and Arizona’s state substance abuse director at the Arizona Department of Health, Division of Behavioral Health. As a state official, she served on a team charged with the re-design of Medicaid behavioral health benefits in Arizona and oversaw the expansion of the state’s contracted managed care system to a more recovery focused model, including expansion of peer-delivered mental health, addiction, and consumer-operated services.

Ms. Dye graduated from the University of Arizona with a Master’s in Public Health Administration. She received her Bachelor’s degree from the University of Illinois Urbana-Champaign. She is an active member of the Community Advisory Board for Health Informatics at ASU’s College of Health Solutions.

OPEN MINDS Leadership & Management Certificate Program Course | 1.5 Credit Hours

Alera Knowledge Partner

Knowledge Partner

Sponsored By:

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.


2:45 pm – 3:45 pm CT

Investment In The Specialty Care Space: The Formula For Success

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 Morphett 

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 “2012 Health Care Hero” 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 Kaczka

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.

OPEN MINDS Leadership & Management Certificate Program Course | 1.5 Credit Hours

4:00 pm – 5:00 pm CT

Growth Through A Multi-State M&A Strategy

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

Joseph P. Naughton-Travers, EdM

Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

OPEN MINDS Leadership & Management Certificate Program Course | 1.0 Credit Hours

Leadership Management Certificate Program Networking Session

Networking

Come learn more about the newest OPEN MINDS Circle member benefit – the Leadership & Management Certificate Program. Refreshments will be served! Join us to meet and mingle with other members of the OPEN MINDS Leadership & Management Certificate Program and discuss benefits of the program with OPEN MINDS‘ senior leadership.

To learn more information or to join the program, please click here.

Lauren Nunn

Lauren Nunn brings her expertise in event planning, marketing, and campaign development to OPEN MINDS as the General Manager of Executive Education.

Previously, Ms. Nunn was the Program and Marketing Director for the National Pediatric Cancer Foundation in Tampa, Florida. In this diverse role, Ms. Nunn supervised the foundation’s event and marketing teams and was responsible for event planning/logistics, implementing a strategic plan for the foundation’s digital marketing efforts, and developing custom campaigns for corporate partners.

Prior to her role as Program and Marketing Director, Ms. Nunn served as the foundation’s Program Manager and was responsible for enhancing national programs through innovative campaigns, implementing event marketing strategies, and coordinating more than 20 annual events. Ms. Nunn worked heavily on the foundation’s Fashion Funds the Cure program and event series. A main component of which was a nation-wide event tour that partnered with some of the country’s leading property companies, retail vendors, and corporate entities to create high-end fashion show galas and ultimately raise critical funds for pediatric cancer research.

Ms. Nunn enjoys both the creative and the analytical aspects of her work, she strives to embrace out-of-the-box thinking while also ensuring strategic implementation of processes and communication across teams.  Her work style has been heavily influenced by her background in performing arts and work with local non-profit organizations in the Tampa Bay area. She strives to bring a broad view and creative edge to her work and is always searching for new ways to engage an audience.

Ms. Nunn graduated from the University of South Florida with a Bachelor of Science degree in Health Sciences with a concentration in health management and biological science.


4:00 pm – 5:30 pm CT

Emerging Markets In Behavioral Health Crisis Response Systems

Core Session

Behavioral health crisis response systems have emerged as a new and distinct service market in recent years, driven by state struggles to address rising rates of mental health issues, the escalating problem of psychiatric boarding in emergency rooms, and the launch of the national 988 suicide hotline. This session covers the core components of a comprehensive crisis delivery system, featuring three specialty crisis service providers delivering different levels of crisis care within one community system. The key takeaways are:

  • Learn the core components of an evidenced-based crisis delivery system using the SAMHSA framework for crisis care
  • Understand key trends in federal and state financing of crisis delivery systems
  • Hear how case studies become successful crisis providers: a statewide crisis phone system, a crisis mobile team provider, and a crisis stabilization center provider

Tad Gary

Tad Gary is the Deputy CEO of Mercy Care, an Arizona-based managed care organization serving more than 475,000 Medicaid and Medicare members under six governmental contracts. These include AHCCCS Complete Care, Arizona Long Term Care System (ALTCS), Regional Behavioral Health Authority for Maricopa County, Developmentally Disabled, Department of Child Safety Comprehensive Health Plan (DCS CHP), and Medicare Dual SNP contracts.

As Deputy CEO, Tad is responsible for all health plan activities for all product lines. He also supports all Mercy Care business development and implementation efforts throughout Arizona.

Tad has held multiple leadership roles during his more than 20-year career in health care and social services. Tad is a member of the Greater Phoenix Chamber Board and a Trustee of the Vitalyst Health Foundation. He was also appointed to the State of Arizona Opioid Review Council and to the Phoenix Police Review and Implementation Ad Hoc Committee. Tad is the former president of the Arizona Counselors Association and former President of the Institute for Mental Health Research EpiCenter, serving adolescents experiencing their first episodes of psychosis.

He earned his master’s degrees in counseling and education and has completed executive education in finance and accounting from the Wharton School at the University of Pennsylvania.

Shelley Curran, LPC

Justin Chase, LMSW, MBA, FACHE

Justin is a nationally recognized subject matter expert in crisis systems, recovery-oriented systems of care, peer integration, non-profit organizational leadership and development. His expertise also includes developing sustainable, effective and efficient healthcare programs and systems. He has served as a behavioral health administrator, executive, network/program developer, direct practitioner and project manager within the public behavioral health and child welfare system for more than 15 years. 

Justin earned Bachelor of Science and Master of Science degrees in Social Work from Arizona State University and holds a Certificate in Nonprofit Management from Duke University. Justin is a Licensed Master Social Worker in the State of Arizona, Certified Professional in Healthcare Quality, Certified Six Sigma Green Belt, Certified Peer Support Specialist in the State of Arizona, Certified Crisis Interventionist by the American Academy of Experts in Traumatic Stress and a Fellow with the National Center for Crisis Management and the American College of Healthcare Executives. Justin also serves on the International Council for Helplines Board of Directors. 

Erica Chestnut-Ramirez, MC, LISAC

Erica Chestnut-Ramirez is the Regional Vice President at LaFrontera Arizona in the Central region of Arizona. She oversees all operations at EMPACT-Suicide Prevention Center, which has 9 facilities across Maricopa and Pinal Counties. Erica is a 2002 graduate of Arizona State University’s Masters of Counseling Program and is independently licensed as a Substance Abuse Counselor through the AZ Board of Behavioral Health. Erica has been working in the public mental health system in Arizona for 24 years. Throughout her career she has worked with all major populations, including individuals with serious mental illness and both adult and children with general mental health and substance use issues.  Erica has over 15 years of experience in crisis services (adult and child) and has conducted numerous trainings nationally and internationally related to the effective use of Mobile Crisis Teams.  She is an instructor in crisis training and suicide prevention, including having served as a lead instructor for the Phoenix-Metro CIT Program as well as being a certified Mental Health First Aid instructor.

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).

Christy Dye, MPH

Christy Dye is a data-focused healthcare executive who brings over 30 years of experience supporting provider organizations, state agencies, and communities in achieving their business, operational, and quality goals in health and human services to OPEN MINDS as a Senior Associate. Christy’s career has included working as a state Medicaid leader, a national expert in substance abuse treatment systems, health information exchange and interoperability, and as chief executive for Arizona’s leading integrated primary/behavioral healthcare provider.

Prior to OPEN MINDS, Ms. Dye served as Chief Business Development Officer for Health Current, (division of Contexture), Arizona’s statewide health information exchange (HIE). While there, Ms. Dye developed provider education and training programs in using clinical and administrative data to improve patient outcomes and manage value-based reimbursement contracts. She led the Health Current HIE research data initiative in partnership with Arizona State University and also served as co-principal investigator for a National Institute of Mental Health project at ASU focused on information sharing for behavioral health populations.

Ms. Dye is the former Chief Executive Officer for Partners in Recovery (now Copa Health), an Arizona agency serving more than 10,000 adults with serious mental illness. At Partners she created a network of fully integrated behavioral and primary care clinics for SMI adults, and launched the company’s population health, value-based and complex care programs, including Arizona’s only Medical Assertive Community Treatment (ACT) Team.

Prior to PIR, she served as Division Chief for Clinical and Recovery Services and Arizona’s state substance abuse director at the Arizona Department of Health, Division of Behavioral Health. As a state official, she served on a team charged with the re-design of Medicaid behavioral health benefits in Arizona and oversaw the expansion of the state’s contracted managed care system to a more recovery focused model, including expansion of peer-delivered mental health, addiction, and consumer-operated services.

Ms. Dye graduated from the University of Arizona with a Master’s in Public Health Administration. She received her Bachelor’s degree from the University of Illinois Urbana-Champaign. She is an active member of the Community Advisory Board for Health Informatics at ASU’s College of Health Solutions.

OPEN MINDS Leadership & Management Certificate Program Course | 1.5 Credit Hours

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

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 ‘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
  • Examine the five essential questions for service line realignment

Michelle Grigsby-Hackett, LCPC, CPRP

Michelle Grigsby-Hackett is the CEO for the Affiliated Santé Group (Santé), a community-based behavioral health care organization serving communities in Maryland and North Carolina. Michelle is a Licensed Clinical Professional Counselor (LCPC) and a Certified Psychiatric Rehabilitation Practitioner (CPRP) with over 22 years of experience in the behavioral health industry. Michelle completed her Bachelor of Arts Degree in Psychology from Arizona State University and her Master of Arts Degree in Professional Counseling from Argosy University. She has devoted her career to assisting adults, children, and families experiencing challenges with mental health, substance use, and behavioral health crises.

Michelle is devoted to understanding the needs of our communities. In her role as Chief Executive Officer, Michelle is responsible for the strategic direction of the organization, as well as leading the operational responsibilities for Santé. Michelle is the first African American and woman to hold this role in the organization and is dedicated to ensuring all individuals have equitable access to behavioral health services regardless of race, ethnicity, age, gender, religion, sexual orientation, gender identity, gender expression, disability, and economic status.

Michelle is a loving wife, mother of 2, a member of Alpha Kappa Alpha Sorority Incorporated, and fur mommy to 2 dogs.

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 and 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, an MBA from RIT, and a Ph.D. from The UNC Greensboro. 

In addition to her career, Peggy is a 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 University and Duke University in the Doctoral program for Occupational Therapy.

Kimberly Bond, MS, LMFT

Kimberly Bond, MS, LMFT, brings more than 30 years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as the Executive Vice President of Business Development. In this role, Ms. Bond focuses on growing the OPEN MINDS client portfolio across all nine verticals of OPEN MINDS business.

Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III and Clinical Manager of Adult Services and a Program Coordinator II and Clinical Manager of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment.

Prior to joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc, a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs as well as the women and children residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, and training, facilities’ licensing and certifications renewals. Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders.

Previously, Ms. Bond served as the President and CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12 million in annual revenue to more than $100 million and becoming one of the largest providers of behavioral health services in California. In this role, Ms. Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. In addition, Bond ensured contract compliance of the agency’s 125 different contracts across federal and state agencies and eight counties.

Ms. Bond received her bachelor’s degree in psychology, with honors, and her master’s degree in counseling education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.

OPEN MINDS Leadership & Management Certificate Program Course | 1.5 Credit Hours

5:30 pm – 7:00 pm CT

Jazz Jamboree Networking Reception!

Networking

You won’t want to miss the Jazz Jamboree! This exciting networking reception will have you ending the day New Orleans style by unwinding with refreshments, Cajun cuisine, live jazz music, and the option to participate in a fun and interactive game with a grand prize at the end!


6:15 am – 7:00 am CT

Morning Yoga

Networking

Rejuvenate your creativity, focus and mindfulness by starting your day with an all-level yoga session. This class will wake you up and get you moving for the rest of the day! Join OPEN MINDS own registered yoga instructor, Joe-Paul Naughton-Travers, RYT-200, for this fun morning activity.

Yoga mats and bottled water will be provided.

Joseph P. Naughton-Travers, EdM

Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.


7:30 am – 8:30 am CT

Executive Breakfast

Networking

Start your day off right with a hot breakfast, served in the exhibit hall. Take this time to speak with our great exhibitors and talk to peers about what you’ve heard this week!


8:30 am – 9:30 am CT

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

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 President of the Department Of Psychiatry and Behavioral Health at 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.  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.  

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. 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. Dawn is dedicated to developing people and programs, leading teams through change, and serving the needs of the community. 

Joseph P. Naughton-Travers, EdM

Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

OPEN MINDS Leadership & Management Certificate Program Course | 1.0 Credit Hours

9:45 am – 10:15 am CT

The Current Landscape Of Youth Mental Health In America

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.

Kimberly Bond, MS, LMFT

Kimberly Bond, MS, LMFT, brings more than 30 years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as the Executive Vice President of Business Development. In this role, Ms. Bond focuses on growing the OPEN MINDS client portfolio across all nine verticals of OPEN MINDS business.

Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III and Clinical Manager of Adult Services and a Program Coordinator II and Clinical Manager of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment.

Prior to joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc, a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs as well as the women and children residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, and training, facilities’ licensing and certifications renewals. Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders.

Previously, Ms. Bond served as the President and CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12 million in annual revenue to more than $100 million and becoming one of the largest providers of behavioral health services in California. In this role, Ms. Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. In addition, Bond ensured contract compliance of the agency’s 125 different contracts across federal and state agencies and eight counties.

Ms. Bond received her bachelor’s degree in psychology, with honors, and her master’s degree in counseling education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.

OPEN MINDS Leadership & Management Certificate Program Course | 0.5 Credit Hours

9:45 am – 10:45 am CT

Thought Leader Discussion

Thought Leader

Join our keynote for an interactive discussion where you can take time to ask your own questions and continue the conversation.

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.  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.  

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. 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. Dawn is dedicated to developing people and programs, leading teams through change, and serving the needs of the community. 

Joseph P. Naughton-Travers, EdM

Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.


9:45 am – 11:00 am CT

Beyond Oversight: The Board’s Role In Strategy Development & Governance

Core Session

Board directors bear great responsibility. They are responsible for defining your organizational mission and objectives, measuring your successes, and providing oversight (financial and otherwise) of your operations. Because of that, they must play a more active role in organizational strategic planning than ever. To do this effectively, they need to know exactly what their roles and responsibilities are, as well as the common challenges they will face when helping to develop and oversee an organizational strategy.

In this session, our industry leaders will explore: 

  • Developing appropriate roles and responsibilities in strategic planning of the board and CEO
  • Strategies for reporting performance to the board—key performance indicators, financial reporting, etc.
  • Investing in continuous board development— Roles and responsibilities of directors, effective governance, strategic planning and performance measurement, and up-to-date information on industry trends and best practices

Adam Roberts

Adam Roberts currently serves as the President and Chief Executive Officer (CEO) of Diversus Health, a community mental health center with operations across El Paso, Park, and Teller Counties. Mr. Roberts has held his current role since May of 2019. During his tenure at Diversus Health, Mr. Roberts has focused on developing a vision and strategy, restructuring the organization, improving internal and external stakeholders experience, and improving service delivery and operations. In response to the global COVID-19 pandemic, Mr. Roberts oversaw the organization’s shift to a telehealth model of outpatient services in a span of 48-hours, minimizing the disruption of services to communities.

Celeste Dominguez

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.

OPEN MINDS Leadership & Management Certificate Program Course | 1.25 Credit Hours

9:45 am – 3:45 pm CT

The 2024 OPEN MINDS Investment Pitch Day

Innovation Showcase

Jonathan Evans

Jonathan Evans, MS, brings 30 years of experience in the behavioral health field.  Mr. Evans is currently the Chief Clinical Officer of Quartet.

Previously, Mr. Evans was the Chief Executive Officer of InnovaTel Telepsychiatry, LLC. He was also the Chief Executive Officer of Safe Harbor Behavioral Health, an organization known for clinical innovations. He brings to the OPEN MINDS team noted expertise in the design of community-based programs, new service line development, expertise in telehealth-based service delivery, and governance and leadership expertise.

Mr. Evans began his career at Hamot Institute for Behavioral Health (IBH), where he initially worked in the emergency department providing initial evaluations for patients. He had a long tenure at Hamot IBH, serving as both Director of the Diagnostic and Evaluation Center (DEC) and the Director of the Adult Division.

Mr. Evans left Hamot IBH in 1993 to become the Founding Chief Executive of Safe Harbor Behavioral Health. Safe Harbor was established to assist the State of Pennsylvania with an initiative to close state hospitals and move consumers with serious mental illnesses to the community. Safe Harbor provides intensive outpatient services to patients with serious mental illness and provides 24-hour a day crisis intervention services to anyone in Erie County. The program’s annual operating budget has grown from the initial $300,000 to over $8 million. Safe Harbor currently provides services to over 4,000 consumers each year.

Mr. Evans is also the Founding President of Northwest Beacon Group, LLC.  Northwest Beacon, a subsidiary of Safe Harbor, provides outpatient behavioral health services in the Erie community and employee assistance services to over 100 organizations with over 40,000 employees.

Mr. Evans was also the Founding Board Chairman of Presque Isle Psychiatric Associates, a non-profit organization that provides psychiatric coverage for hospitals and community-based providers. In addition, he serves on many boards, including The Pennsylvania Community Providers Association, The Erie Center on Health and Aging and Community Behavioral HealthCare Network of Pennsylvania Provider Advisory Board.

Mr. Evans received his Bachelor of Arts in Psychology and his Masters’ Degree in Clinical Psychology from Edinboro University of Pennsylvania.

Thomas Starling, Ed.D. 

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.


10:30 am – 11:30 am CT

Breaking Down Barriers — Revolutionizing Access To Care For Adolescent Psychiatry

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, PhD

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.

OPEN MINDS Leadership & Management Certificate Program Course | 1.0 Credit Hours

11:15 am – 12:30 pm CT

Getting The Value From Value-Based Care – Moving From Data To Action

Breakout Session

The ability to manage the health of a group of consumers across medical, behavioral, and social domains is a key to success in the new environment of whole person, value-based care. This session will explore the importance of population health management in whole person care and advanced payment models. It reviews the shift to measurement-based practice models and the importance of developing a data management strategy that allows organizations to proactively identify care gaps across a service population while focusing more targeted interventions on high-cost/high-need individuals.

Participants will learn where to obtain consumer data, how to construct population health reports and high-risk lists, and how to design workflows that use data to drive clinical action and improve patient outcomes and organizational performance.

During this session, attendees will:

  • Understand the importance of population health in supporting whole person care and value-based reimbursement
  • Recognize the need for a comprehensive data management strategy that supports proactive care models and enhanced coordination
  • Learn detailed strategies for aligning their contract performance metrics with data and clinical management strategies for population health use cases

Dr. Michael Franczak

Michael Franczak currently serves as the Director of Population Health Services for Copa Health, Phoenix, Arizona. Dr. Franczak has been involved in Mental Health, Substance Abuse and Development Disability services in Pennsylvania, North Carolina and Arizona for the past 40 years. Dr. Franczak has served as an expert witness in many landmark cases concerning mental health and developmental Disabilities and serves as an expert to the US Department of Justice Civil Rights Division. Dr. Franczak has been the primary investigator on numerous grants from the Substance Abuse Mental Health Service Administration including Housing Approaches for Persons with a Serious Mental Illness, Jail Diversion for Persons with a Serious Mental Illness, Integrated Substance Abuse Mental Health Treatment Models System of Care Practices for Children and Adolescents and Substance Abuse Services for Adolescents.

Jamie Pothast

Jamie Pothast has years of experience providing oversite to crisis programs throughout the state of Arizona. She oversees all CBI crisis and inpatient programs in Central and Southern Arizona, which include both involuntary and voluntary facilities. She is a valuable extension of CBI when it comes to collaborating with stakeholders to ensure processes and services meet the needs of patients and the community.

Jamie began her career at CBI in 2009 as an outpatient counselor. She then served as a Utilization Management Director until becoming the Senior Director of Crisis Services in 2016.

Jamie holds a Bachelor’s Degree from Western Illinois University in Psychology, and a Master’s Degree in Mental Health Counseling from Argosy University.

Christy Dye, MPH

Christy Dye is a data-focused healthcare executive who brings over 30 years of experience supporting provider organizations, state agencies, and communities in achieving their business, operational, and quality goals in health and human services to OPEN MINDS as a Senior Associate. Christy’s career has included working as a state Medicaid leader, a national expert in substance abuse treatment systems, health information exchange and interoperability, and as chief executive for Arizona’s leading integrated primary/behavioral healthcare provider.

Prior to OPEN MINDS, Ms. Dye served as Chief Business Development Officer for Health Current, (division of Contexture), Arizona’s statewide health information exchange (HIE). While there, Ms. Dye developed provider education and training programs in using clinical and administrative data to improve patient outcomes and manage value-based reimbursement contracts. She led the Health Current HIE research data initiative in partnership with Arizona State University and also served as co-principal investigator for a National Institute of Mental Health project at ASU focused on information sharing for behavioral health populations.

Ms. Dye is the former Chief Executive Officer for Partners in Recovery (now Copa Health), an Arizona agency serving more than 10,000 adults with serious mental illness. At Partners she created a network of fully integrated behavioral and primary care clinics for SMI adults, and launched the company’s population health, value-based and complex care programs, including Arizona’s only Medical Assertive Community Treatment (ACT) Team.

Prior to PIR, she served as Division Chief for Clinical and Recovery Services and Arizona’s state substance abuse director at the Arizona Department of Health, Division of Behavioral Health. As a state official, she served on a team charged with the re-design of Medicaid behavioral health benefits in Arizona and oversaw the expansion of the state’s contracted managed care system to a more recovery focused model, including expansion of peer-delivered mental health, addiction, and consumer-operated services.

Ms. Dye graduated from the University of Arizona with a Master’s in Public Health Administration. She received her Bachelor’s degree from the University of Illinois Urbana-Champaign. She is an active member of the Community Advisory Board for Health Informatics at ASU’s College of Health Solutions.

OPEN MINDS Leadership & Management Certificate Program Course | 1.25 Credit Hours

How To Conduct A Service Line Competitor Analysis: Market Positioning For Competitive Advantage

Core Session

Success in strategic planning and service line development requires a deep understanding of the other organizations that compete with you for consumers and payment. It is common to think about your competitors in terms of the “here and now”, but the bigger question is, who will you be competing with in the future, and what will be your organization’s competitive advantage? 

In this session, our case study presenters will help you identify those those competitors for your key service lines and craft a market positioning for a sustainable future. 

During this session, attendees will:

  • Learn how to identify an organization’s competitive service lines  
  • Explore key strategies for building a profile of the competitive services  
  • Understand how profiles of competitor service lines can be used to identify competitive advantage and establish market positioning  

Joseph P. Naughton-Travers, EdM

Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

OPEN MINDS Leadership & Management Certificate Program Course | 1.25 Credit Hours

Strategically Positioning Your Organization For Financial Sustainability & Growth

CFO Consortium Session

The pace of change has increased rapidly for provider organizations in health and human services. These changes require executive teams to create an organizational foundation for dealing with two key challenges:

Addressing margin compression related to stagnant revenue and rising costs. Implementing “next generation” business models to meet new and increasing service demands with new service models and technology. Reimbursement rates have not kept up with inflation for the past decade. And provider organizations face rising labor costs and new competition offering hybrid, integrated, value-based services.

At the same time, consumers and health plans have increased their expectations of provider organizations. To keep revenue and market share, executive teams need to refresh current service lines and develop new business models. To meet this challenge, provider organizations need resiliency – the ability to respond and adapt quickly to disruptions and unplanned changes in the market landscape affecting its services, team members, brand, or reputation. The learning objectives of this session are:

  • Understand the urgency of building a foundation for resiliency and financial sustainability in the rapidly changing market
  • Identify twelve foundational components organizational resilience and financial sustainability
  • Learn how to assess and strengthen your organization’s resiliency and financial sustainability

Deb Steinke

Ms. Steinke is a mission-driven executive who has dedicated her career to accelerating growth through robust financial oversight, innovation, and creating operational efficiencies. She brings a diverse background in healthcare, education, and the not-for-profit sector. Formerly, Ms. Steinke spent over a decade at Benedictine Health System, leading the accounting team through innovative change before serving as a Chief Financial Officer for numerous other organizations. 

Traci Brown

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.

OPEN MINDS Leadership & Management Certificate Program Course | 1.25 Credit Hours

11:45 am – 12:45 pm CT

Empowering Youth & Communities Through Peer Support Programs & Policy

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 framework for setting up a youth peer support program
  • Challenges and opportunities of building and scaling youth peer support programs
  • New approaches to obtaining funding for 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.

OPEN MINDS Leadership & Management Certificate Program Course | 1.0 Credit Hours

12:00 pm – 2:00 pm CT

Chief Executive Officer Networking Lunch

Networking Lunch

If you’re the Chief Executive Officer or Executive Director of an OPEN MINDS member organization, join us for this private networking luncheon. This is an opportunity to share leadership experiences and solutions with your peers from across the nation. Our hosts for the luncheon are Monica E. Oss, Chief Executive Officer, and Kim Bond, Executive Vice President at OPEN MINDS.  (To register, contact Erin Deppen, Event Coordinator, at 717-334-1329 or edeppen@openminds.com.)

Monica E. Oss

Monica E. Oss, M.S. is the founder of OPEN MINDS and serves as its chief executive officer, executive editor of its publications and websites, and executive lead of its consulting engagements. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. She is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field – and its focus on the verticals of the field serving consumers with chronic conditions and complex support needs.

Ms. Oss has extensive experience in developing and implementing growth strategies for a wide array of organizations in the field. She has expertise in industry trend analysis, reimbursement and rate setting, and creating actionable plans for market success. In her role, she has led numerous engagements with state Medicaid plans, county governments, private insurers, and health plans, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.

Prior to founding OPEN MINDS, Ms. Oss served as an executive with a nationally managed behavioral health organization, responsible for market development, actuarial analysis, and capitation-based rate setting. She also held a position as vice president of the U.S. risk management and underwriting division of an international insurance company.

Ms. Oss has been the keynote speaker at the conferences of dozens of national associations and has been published in a wide range of professional journals and trade publications. She has provided Congressional and state legislative testimony on issues as diverse as the financial impact of parity and payer medication access policies.

Ms. Oss has led a range of industry research and consultation initiatives, serving as principal investigator on research projects that include the examination of national managed care enrollment and service patterns, development of provider rate structures for government entities, creation of return-on-investment models for technology investments; design of performance-based compensation models within public and private health plans; and analysis of the economic impact of changes in benefit design, adoption of evidence-based practices, and new technologies.

Kimberly Bond, MS, LMFT

Kimberly Bond, MS, LMFT, brings more than 30 years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as the Executive Vice President of Business Development. In this role, Ms. Bond focuses on growing the OPEN MINDS client portfolio across all nine verticals of OPEN MINDS business.

Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III and Clinical Manager of Adult Services and a Program Coordinator II and Clinical Manager of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment.

Prior to joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc, a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs as well as the women and children residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, and training, facilities’ licensing and certifications renewals. Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders.

Previously, Ms. Bond served as the President and CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12 million in annual revenue to more than $100 million and becoming one of the largest providers of behavioral health services in California. In this role, Ms. Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. In addition, Bond ensured contract compliance of the agency’s 125 different contracts across federal and state agencies and eight counties.

Ms. Bond received her bachelor’s degree in psychology, with honors, and her master’s degree in counseling education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.

Chief Marketing & Business Development Officer Networking Lunch

Networking Lunch

Join us for this private luncheon for OPEN MINDS member organization executive leaders – created for Chief Marketing & Business Development Officers. This networking session aims to provide opportunities for executive leaders from across the country to share solutions to the challenges in serving consumers with complex needs. Our host for the luncheon is Nicole Garris, Executive Vice President at OPEN MINDS. (To register, contact Erin Deppen, Event Coordinator, at 717-334-1329 or edeppen@openminds.com.)

Paul Duck

Paul M. Duck brings over 25 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts – responsible for a 30% increase in net revenue and initiated over $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.

Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning, including, the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.

Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.

Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.

Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Bachelor of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc Magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.

Nicole Garris

Nicole Garris brings a wide variety of expertise to the OPEN MINDS team, including an extensive background in marketing, creative direction, and brand development and management. In addition to a multitude of experience in digital, traditional and social media marketing, she has years of experience as a graphic designer. She currently serves as a Senior Associate for OPEN MINDS.

In her role at OPEN MINDS, Ms. Garris helped earn the 2017 Silver Healthcare Marketing Impact Award for PsychU’s 2016 Stigma Campaign. She also grew subscribers of PsychU.org from 2,500 to 36,000+ in 3.5 years through developing and executing comprehensive marketing plans.

Prior to joining OPEN MINDS, Ms. Garris served as the Director of Marketing, Culinary Services Group. In this role, she defined and oversaw the execution of strategy for corporate/business dining for all business lines including senior living, hospitals, behavioral health care and retail. Ms.Garris developed the editorial calendar as well as implemented the strategic content marketing plans. She increased LinkedIn followers by 59% in 12 month, from 2,668 to over 4300+. In addition, Ms. Garris utilized blog posts in email campaigns to convert leads to clients, generating an additional $630,000 in revenue for 2019.

Prior to joining Culinary Services Group, Ms. Garris developed and managed the formalwear and factory store brands of Jos. A. Bank Clothiers, a prominent men’s retailer composed of 600+ stores nationwide. In this role, she engineered and ensured the consistent look of all branding, promotions, in-store signage, and outward communications.

Ms. Garris has also worked as an independent marketing and design consultant for multiple organizations—specializing in social media integration, campaign design and execution, and multichannel marketing strategies.

Ms. Garris is a 2009 graduate of the Art Institute of York, Pennsylvania where she earned an Associate Degree in Specialized Technology with a Major in Graphic Design.

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.


12:45 pm – 2:00 pm CT

Lunch On Your Own

Networking

1:00 pm – 2:00 pm CT

Post Lunch Pick Me Up

Networking

Join us for an after-lunch boost with a snack in the exhibit hall!


2:00 pm – 3:00 pm CT

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

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

MaryJo Whitfield, MSW

Mary Jo Whitfield, MSW is the Vice President of Integrated Health for JFCS. Possessing 40 years of experience in the behavioral health field, Mary Jo has wide-ranging experience developing and implementing programs within Medicaid systems that provide services to children and families, persons with substance use disorders, and persons with serious mental illness. She has worked in direct service at the provider level and for the Regional Behavioral Health Authority. More recent achievements include: Established Integrated Healthcare Centers operating valley-wide, Child Crisis Hospital Team, Care Coordination Program, Youth in Transition Program, Zero to Five Project, and Case Management Programs for both children/youth and adults.

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.

OPEN MINDS Leadership & Management Certificate Program Course | 1.0 Credit Hours

2:00 pm – 3:30 pm CT

Findings Of The 2024 OPEN MINDS National Innovation Survey: How Specialty Providers Are Moving Innovation To Action

Breakout Session

“Innovation” means novel ideas that can be transformed into services that generate value for customers, payers, and providers. Each year OPEN MINDS conducts a comprehensive survey of provider organizations to uncover which innovations are having the greatest impact in the field and are helping organizations gain a competitive advantage. The survey examines the leading program and service innovations— from telehealth and colocation to eCBT – and compares trends in adoption to prior years.

This session will also feature case studies by organizations that embraced innovation and put it into practice, examining how the idea was selected, how it operates, who pays for it, and lessons learned along the way.

Join OPEN MINDS and our guests for this in-depth examination of how innovative ideas make it to market.

Vicki Staples, MEd, CPRP

Vicki Staples, MEd, joined Valleywise Health in 2016 as the Director of Outpatient Behavioral Health Services, providing administrative and clinical oversight of outpatient behavioral health clinics, including the First Episode Centers, Assertive Community Treatment Program, Mesa Behavioral Health Specialty Center, and the Integrated Behavioral programs located in Federally Qualified Health Centers across Maricopa County. Formerly the Associate Director for Clinical Initiatives at the ASU Center for Applied Behavioral Health Policy and Director of Recovery, Resiliency & Wellness for the Arizona Department of Health Services/Division of Behavioral Health. She has over 35 years of experience implementing evidence-supported clinical and recovery services in Arizona and continues to focus on increasing collaboration with stakeholders and across service systems to stimulate practice improvements and promote recovery for all behavioral health populations.

Ryan Mattson, LCPC, MHPP

Ryan is the director of social services for Connections Montana where he has led the mobile crisis response team since December 2022. Ryan is a Licensed Clinical Professional Counselor and a Certified Mental Health Professional Person in Montana whose career has been driven by his passion for helping those experiencing a behavioral health crisis. Prior to joining Connections, Ryan worked as the Crisis Intervention Specialist (CIS) Supervisor at Bozeman Health and the Service Line Director of Crisis at Western Montana Mental Health Center. 

Ryan has assisted and led the launch of several co-responder programs in several states across his decade-long career including establishing a pilot Co-Responder Program in Larimer County, Colorado, and the first Co-Responder programs in Gallatin County and Flathead County, Montana.

Christy Dye, MPH

Christy Dye is a data-focused healthcare executive who brings over 30 years of experience supporting provider organizations, state agencies, and communities in achieving their business, operational, and quality goals in health and human services to OPEN MINDS as a Senior Associate. Christy’s career has included working as a state Medicaid leader, a national expert in substance abuse treatment systems, health information exchange and interoperability, and as chief executive for Arizona’s leading integrated primary/behavioral healthcare provider.

Prior to OPEN MINDS, Ms. Dye served as Chief Business Development Officer for Health Current, (division of Contexture), Arizona’s statewide health information exchange (HIE). While there, Ms. Dye developed provider education and training programs in using clinical and administrative data to improve patient outcomes and manage value-based reimbursement contracts. She led the Health Current HIE research data initiative in partnership with Arizona State University and also served as co-principal investigator for a National Institute of Mental Health project at ASU focused on information sharing for behavioral health populations.

Ms. Dye is the former Chief Executive Officer for Partners in Recovery (now Copa Health), an Arizona agency serving more than 10,000 adults with serious mental illness. At Partners she created a network of fully integrated behavioral and primary care clinics for SMI adults, and launched the company’s population health, value-based and complex care programs, including Arizona’s only Medical Assertive Community Treatment (ACT) Team.

Prior to PIR, she served as Division Chief for Clinical and Recovery Services and Arizona’s state substance abuse director at the Arizona Department of Health, Division of Behavioral Health. As a state official, she served on a team charged with the re-design of Medicaid behavioral health benefits in Arizona and oversaw the expansion of the state’s contracted managed care system to a more recovery focused model, including expansion of peer-delivered mental health, addiction, and consumer-operated services.

Ms. Dye graduated from the University of Arizona with a Master’s in Public Health Administration. She received her Bachelor’s degree from the University of Illinois Urbana-Champaign. She is an active member of the Community Advisory Board for Health Informatics at ASU’s College of Health Solutions.

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.

OPEN MINDS Leadership & Management Certificate Program Course | 1.5 Credit Hours

3:10 pm – 4:10 pm CT

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

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.  Katie received her Bachelor’s degree in Psychology from Converse College and her Master’s degree in Clinical Psychology from Western Kentucky University.  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.  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.  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.  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).  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.

Kimberly Bond, MS, LMFT

Kimberly Bond, MS, LMFT, brings more than 30 years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as the Executive Vice President of Business Development. In this role, Ms. Bond focuses on growing the OPEN MINDS client portfolio across all nine verticals of OPEN MINDS business.

Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III and Clinical Manager of Adult Services and a Program Coordinator II and Clinical Manager of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment.

Prior to joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc, a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs as well as the women and children residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, and training, facilities’ licensing and certifications renewals. Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders.

Previously, Ms. Bond served as the President and CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12 million in annual revenue to more than $100 million and becoming one of the largest providers of behavioral health services in California. In this role, Ms. Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. In addition, Bond ensured contract compliance of the agency’s 125 different contracts across federal and state agencies and eight counties.

Ms. Bond received her bachelor’s degree in psychology, with honors, and her master’s degree in counseling education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.

OPEN MINDS Leadership & Management Certificate Program Course | 1.0 Credit Hours

3:45 pm – 4:15 pm CT

Raffle Prize Drawing

Networking

Join us for our much-anticipated event in the exhibit hall to see if you’ve won any of the great prizes provided by our sponsors! Be sure to be scanned by as many exhibitors as you to be entered to win. More scans = more entries in the drawing. (Must be present to win!)

Paul Duck

Paul M. Duck brings over 25 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts – responsible for a 30% increase in net revenue and initiated over $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.

Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning, including, the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.

Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.

Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.

Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Bachelor of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc Magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.

Lauren Nunn

Lauren Nunn brings her expertise in event planning, marketing, and campaign development to OPEN MINDS as the General Manager of Executive Education.

Previously, Ms. Nunn was the Program and Marketing Director for the National Pediatric Cancer Foundation in Tampa, Florida. In this diverse role, Ms. Nunn supervised the foundation’s event and marketing teams and was responsible for event planning/logistics, implementing a strategic plan for the foundation’s digital marketing efforts, and developing custom campaigns for corporate partners.

Prior to her role as Program and Marketing Director, Ms. Nunn served as the foundation’s Program Manager and was responsible for enhancing national programs through innovative campaigns, implementing event marketing strategies, and coordinating more than 20 annual events. Ms. Nunn worked heavily on the foundation’s Fashion Funds the Cure program and event series. A main component of which was a nation-wide event tour that partnered with some of the country’s leading property companies, retail vendors, and corporate entities to create high-end fashion show galas and ultimately raise critical funds for pediatric cancer research.

Ms. Nunn enjoys both the creative and the analytical aspects of her work, she strives to embrace out-of-the-box thinking while also ensuring strategic implementation of processes and communication across teams.  Her work style has been heavily influenced by her background in performing arts and work with local non-profit organizations in the Tampa Bay area. She strives to bring a broad view and creative edge to her work and is always searching for new ways to engage an audience.

Ms. Nunn graduated from the University of South Florida with a Bachelor of Science degree in Health Sciences with a concentration in health management and biological science.


4:15 pm – 4:45 pm CT

Taking New Ideas To Scale: The Key To Success With Innovation

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 of OPEN MINDS and serves as its chief executive officer, executive editor of its publications and websites, and executive lead of its consulting engagements. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. She is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field – and its focus on the verticals of the field serving consumers with chronic conditions and complex support needs.

Ms. Oss has extensive experience in developing and implementing growth strategies for a wide array of organizations in the field. She has expertise in industry trend analysis, reimbursement and rate setting, and creating actionable plans for market success. In her role, she has led numerous engagements with state Medicaid plans, county governments, private insurers, and health plans, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.

Prior to founding OPEN MINDS, Ms. Oss served as an executive with a nationally managed behavioral health organization, responsible for market development, actuarial analysis, and capitation-based rate setting. She also held a position as vice president of the U.S. risk management and underwriting division of an international insurance company.

Ms. Oss has been the keynote speaker at the conferences of dozens of national associations and has been published in a wide range of professional journals and trade publications. She has provided Congressional and state legislative testimony on issues as diverse as the financial impact of parity and payer medication access policies.

Ms. Oss has led a range of industry research and consultation initiatives, serving as principal investigator on research projects that include the examination of national managed care enrollment and service patterns, development of provider rate structures for government entities, creation of return-on-investment models for technology investments; design of performance-based compensation models within public and private health plans; and analysis of the economic impact of changes in benefit design, adoption of evidence-based practices, and new technologies.

OPEN MINDS Leadership & Management Certificate Program Course | 0.5 Credit Hours

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