Institute Agenda


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Day One Monday June 4
Day Two Tuesday June 5
Day Three Wednesday June 6
Day Four Thursday June 7
9:00 am - 12:00 pm

Finding The Path To Online Marketing Success: An OPEN MINDS Executive Seminar On Best Practices In Website & Social Media Marketing

Executive Seminar

Having a contract with a managed care company is no longer enough. With health care reform creating more choices for consumers, the effectiveness of a provider organization’s website and “online presence” (social media buzz, search rankings, online reviews etc.) is more important than ever. Regardless of whether you are trying to reach new consumers or build better relationships with your existing consumers, your online brand presence and reputation matters.  It’s also a determining factor in your success with engaging payers, partners, funders and staff recruits. Join us for this interactive session where we will explore best practices in evaluating and improving your organization’s online presence.

Kristi Hamilton, MBA, CPPM

Senior Associate, OPEN MINDS

Kristi Hamilton, MBA, CPPM, brings over 20 years of experience in marketing and communications to the OPEN MINDS team. She currently serves as a Senior Associate where she supports OPEN MINDS clients with marketing assessment, brand development, and strategic planning. Her areas of expertise include organizational strategy, integrated marketing communications, change management communications and planning for launch or sunsetting of program and services.

Prior to joining OPEN MINDS, Ms. Hamilton served as Director of Marketing Communications for Guild Incorporated, a community-based provider of mental health services in St. Paul, Minnesota. In this role, she served on the organization’s leadership team contributing to strategic planning and business development initiatives while leading internal communications and strategic marketing to payers and consumers.

Previously, Ms. Hamilton was a freelance consultant working with social entrepreneurs and health and human services nonprofits to plan, implement and measure marketing communication initiatives.

She also brings many years of consumer marketing experience holding roles in sales and market planning, consumer relationship marketing and public relations within retail, publishing and financial services.

Ms. Hamilton earned her MBA from the Naveen Jindal School of Management at the University of Texas and her Bachelor’s degree in Marketing from Texas Tech University.  She also obtained a Certified Professional Project Manager (CPPM) certification from University of St. Thomas.

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Timothy Snyder, Jr.

Executive Vice President, OPEN MINDS

Timothy G. Snyder, Jr. brings a unique combination of marketing, business development, and online media expertise to OPEN MINDS. Since joining our team in 2008, Mr. Snyder has led over twenty strategic marketing and sales-focused projects, including comprehensive product launch initiatives, corporate re-branding/positioning projects, and website/online marketing programs for some of the largest and most influential pharmaceutical and technology organizations in the industry. In addition to his work in the consulting practice, Mr. Snyder currently oversees the marketing, public relations, and sales divisions of OPEN MINDS.

Prior to his current position, Mr. Snyder served as OPEN MINDS Vice President Of Marketing. During this time he was led the successful launch of multiple new product offerings, the re-design of the OPEN MINDS website, and the launch of PsychU.org – a free online community and resource center for professionals in the mental health community.

Mr. Snyder is a 2008 graduate of the AACSB Internationally accredited John L. Grove College of Business at Shippensburg University of Pennsylvania, where he earned a Bachelor’s Degree in both Marketing Communications and Business Management.

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9:00 am - 4:00 pm

The I/DD Executive Leadership Summit

Executive Summit

Which business models are most likely to succeed given these turbulent times? What does a successful intellectual and developmental disabilities (I/DD) service providers look like, in terms of size, leadership skills, management, financing, and technology? Today’s I/DD provider organizations and executive teams need to consider these questions in order to tackle the numerous challenges in the market and position for sustainability. In order to do this, executives need to understand the latest best practices in the evolving Medicaid managed care system and value-based payment market, as well as how to build a system that accurately measures performance in order to get paid.

The 2018 I/DD Executive Summit is designed to provide practical, cutting-edge ideas for executives, with a clear vision on how to continue to move their organization forward successfully, despite all the turbulence.

To register & for additional information: https://idd.openminds.com/

Ken Carr

Senior Associate, OPEN MINDS

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.

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7:30 am - 8:30 am

Registration & Executive Networking Breakfast In The Institute Exhibit Hall

Networking

Check-in at the registration desk to get your name badge and program materials, then join us in the exhibit hall for breakfast. Take some time to meet your fellow attendees, talk to our sponsors, and prepare for the day ahead.


8:30 am - 9:00 am

Welcome & Announcements Of The Results From The 2018 OPEN MINDS Innovation Survey

Plenary

Monica E. Oss

Chief Executive Officer, OPEN MINDS

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past two decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.

 

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9:00 am - 10:00 am

Sustainability In A Competitive Market: The Daughters Of Charity Services Story

Plenary Address

With the market shifts over the past five years, the status quo for most health and human services organizations is no longer possible due to the eroding financial stability of traditional service lines, the arrival of new value-based payment models, a growing scarcity of resources, and increased competition. For many executives of non-profit provider organizations, the issue of sustainability is a primary challenge - ensuring that your organization will be around to serve the community in the long-term, while also fulfilling your mission in the present can be a difficult balance to achieve. In this session, Michael Griffin, Chief Executive Officer of Daughters of Charity Services will discuss his organization's long history of providing compassionate care in the community; how their organization has evolved to meet the challenges of the changing health care market; and his perspective on how non-profit executives can build an innovative, sustainable organization that remain true to their mission in the community.

Michael G. Griffin

Chief Executive Officer, Daughters of Charity

Michael G. Griffin is leading innovation in health care locally by improving patient outcomes and the patient experience. As duel President and CEO of Daughters of Charity Services of New Orleans (DCSNO) and President and CEO of Marillac Community Health Centers—Griffin runs a non-profit health care organization that has a 180 year history of service to the greater New Orleans region and is a member of Ascension Health, the largest non-profit health system in the United States, as well as Louisiana’s largest federally qualified health center. Griffin’s foremost priority is to provide access to compassionate, high-quality primary and preventive health care services to all residents of greater New Orleans, regardless of their ability to pay.

Since his appointment in 2008, Griffin has provided strategic direction for the non-profit health care organization, expanding patient care from one to ten health centers, eight school based sites, and four mobile medical and dental units in communities of high need serving over 50,000 residents in the New Orleans Metropolitan area. Under Griffin’s visionary leadership, DCSNO has achieved the highest level designation for quality standards of direct patient care by the National Committee for Quality Assurance (NCQA) each year since 2009. The health care organization was also named one of United Healthcare’s Centers of Excellence, garnering a $6.3 million award for the provision of the highest quality coordination of care and preventive services. In addition, the Robert Wood Johnson Foundation recognized DCSNO as an “exemplary model of workforce” as part of the Learning from Effective Ambulatory Practices (LEAP) project; DCSNO was one of 30 primary health care practices selected nationwide.

Over his career Griffin has become an expert and leading voice in the field of patient centered care and quality, as well as envisioning health care design and excellence into the future. Griffin served as the board chair of the local coalition of safety-net providers and testified to the US Congress, Energy and Commerce committee to receive over $200 million for health care recovery after Hurricane Katrina. He has served on the health care transition teams for Louisiana Governor John Bel Edwards, and New Orleans Mayor Mitchell J. Landrieu. He has addressed numerous national conferences and seminars to include the American Journal of Managed Care Conference on ACOs in April 2017, and facilitated the first Ascension Health National Conference on Diversity and Inclusion in 2016. Griffin also serves on the national FQHC advisory board for United Health Care, and is a frequent lecturer an advisor for several Colleges and Universities.

Prior to DCSNO, Griffin held top executive positions in the health care industry. As administrator of the University of Alabama at Birmingham’s Center for Health Promotion in Birmingham, Alabama Griffin worked closely with University faculty, as well as federal project officers and staff at the Centers for Disease Control and Prevention to generate and manage more than $15 million in federal research grants. At the Coordinated Health System of Jefferson County, Inc. in Birmingham, Alabama Griffin served as executive director, overseeing the implementation of a public/private sector collaborative health delivery system for more than 100,000 Jefferson County uninsured residents; while there he acquired a $2 million award for coordinating uninsured care. Griffin has also served as operations manager at Seton Healthcare Network of Hospitals in Austin, Texas; administrative fellow at Daughters of Charity-East Central Region/St. Mary’s Health System in Evansville, Indiana; and administrative resident at St. Thomas Hospital in Nashville, Tennessee. He is a United States Army veteran and is proud to have served our country with a tour in Iraq during Operation Desert Shield/Desert Storm.

Griffin serves as a trustee on several non-profit boards, including 504 Health Net where he was the former chair, the Louisiana Primary Care Association, former member of the Urban League of Louisiana, Health Care Journal of New Orleans editorial board, Daughters of Charity Services of New Orleans (DCSNO), the Daughters of Charity Foundation, and the Marillac Community Health Centers Board of Directors. In 2000 Griffin revitalized the Dillard University Birmingham Alumni Chapter and served as chapter president for 4 years. In 2003 he was elected Dillard University National Alumni President where he served until 2007. From 2003- 2007, Griffin served as a Dillard University Board of Trustee member where he was a member of the Development, Building and Grounds, and Student Liaison committees. After the devastation of Hurricane Katrina Griffin Cast the winning argument to have Dillard University quickly re-establish, and rebuild back in New Orleans, and not relocate in Atlanta, Ga as some argued.

Griffin has a history of service to both HBCUs and students in the field of Public Health. He has been a member of the Meharry Medical College Alumni Board of Management, and on the National Advisory Board for the Meharry Public Health Master’s Program. He currently works with Dillard University as chairman of the Public Health Advisory committee, and a member of the Blue Devil Sports Hall of Fame committee. He has advised hundreds of students on both the undergraduate and graduate levels and has mentored numerous health care professional during their career.

Griffin was selected as the “Young Healthcare Executive of the Year” by the National Association of Health Services Executives (NAHSE) in 2010, a “Health Care Hero” in 2010 by New Orleans CityBusiness Magazine, an “Up and Comer” by Modern Healthcare Magazine in September 2011, and in 2012 was one of five semi-finalists for the Robert Wood Johnson Foundation, National Young Leaders Award. He was also a fellow in the inaugural class of the Norman C. Francis Leadership Institute at Xavier University in New Orleans, Louisiana.

A few of Griffin’s national and local advocacy efforts include appearing before the House Oversight and Government Reform Committee in Washington D.C. to offer testimony on Restoring Health Care in the New Orleans Region Post-Katrina, and speaking alongside former United States Surgeon General Dr. Regina Benjamin to highlight primary care as one of the benefits of the Affordable Care Act in 2011. Most recently, Griffin appeared with former United States Secretary of Health and Human Services Kathleen Sebelius and other local and state leaders in a press conference touting local efforts to enroll consumers in affordable health coverage under the Affordable Care Act prior to the March 31, 2014 enrollment deadline. In March of 2017 Griffin had the honor of hosting US House of Representatives Leader Nancy Pelosi at his facilities in New Orleans, commemorating the seventh anniversary of the launch of the Affordable Care Act.

Griffin earned a Bachelor of Science degree from Dillard University in New Orleans, Louisiana and holds a Master of Science-Public Health degree from Meharry Medical College in Nashville, Tennessee, and received an Honorary Doctor of Humane Letters from Our Lady of Holy Cross University in 2014. Griffin is currently a Candidate for a Doctor of Science degree in Health Services Administration from the University of Alabama at Birmingham.

Griffin is married to Tracie Haydel Griffin, and the couple has five beautiful children: Michael II, Amelia-Grai, Victoria, Olivia and Sophia.

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10:15 am - 11:00 am

An EHR For The Future: A Valant Demo

Technology Demonstration

Sponsored by Valant

The smarter the technology, the simpler it is to use. You see this in every piece of software you use on a day-to-day basis, with the exception of your EHR. This brief demo will cover the foundation of Valant EHR technology and how it’s different from what you’re using today. We’ll dive a bit into the interface to show how this underlying technology creates incredibly easy, straightforward workflows and reporting that takes very little training. We hope you’ll join us in this talk about how complex modern technology enables an intuitive EHR.

Brian Gann

Commercial Product Manager, Valant

Brian Gann has been on the Valant team for over five years, and is an expert in connecting behavioral health administrators with usable and sustainable technology. He is a technical expert who can explain complex functions in relatable language.Brian graduated from the University of Washington with a degree in history before changing course to work in healthcare and technology

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Trevette Lang

Director, Business Development, Valant

Trevette has a reputation as one of the most passionate and forthright leaders in healthcare technology business development. Each of her 26 years in the industry has been spent building a community of thoughtful and passionate connections. As the Director of Business Development, Trevette helped build Valant’s Go To Market Strategy in conjunction with customer and community feedback. Trevette helps Valant build an EHR that is directly beneficial to those in her inner circle. It’s a good place to be.

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10:15 am - 11:30 am

Thought Leader Discussion Session With Michael G. Griffin, CEO, Daughters of Charity

Breakout Discussion Session

Join us for a follow-up session with our keynote speaker, Michael G. Griffin, Chief Executive Officer, Daughters of Charity. Use this time to ask questions and continue the morning’s discussion with Mr. Griffin and OPEN MINDS CEO Monica E. Oss.

Michael G. Griffin

Chief Executive Officer, Daughters of Charity

Michael G. Griffin is leading innovation in health care locally by improving patient outcomes and the patient experience. As duel President and CEO of Daughters of Charity Services of New Orleans (DCSNO) and President and CEO of Marillac Community Health Centers—Griffin runs a non-profit health care organization that has a 180 year history of service to the greater New Orleans region and is a member of Ascension Health, the largest non-profit health system in the United States, as well as Louisiana’s largest federally qualified health center. Griffin’s foremost priority is to provide access to compassionate, high-quality primary and preventive health care services to all residents of greater New Orleans, regardless of their ability to pay.

Since his appointment in 2008, Griffin has provided strategic direction for the non-profit health care organization, expanding patient care from one to ten health centers, eight school based sites, and four mobile medical and dental units in communities of high need serving over 50,000 residents in the New Orleans Metropolitan area. Under Griffin’s visionary leadership, DCSNO has achieved the highest level designation for quality standards of direct patient care by the National Committee for Quality Assurance (NCQA) each year since 2009. The health care organization was also named one of United Healthcare’s Centers of Excellence, garnering a $6.3 million award for the provision of the highest quality coordination of care and preventive services. In addition, the Robert Wood Johnson Foundation recognized DCSNO as an “exemplary model of workforce” as part of the Learning from Effective Ambulatory Practices (LEAP) project; DCSNO was one of 30 primary health care practices selected nationwide.

Over his career Griffin has become an expert and leading voice in the field of patient centered care and quality, as well as envisioning health care design and excellence into the future. Griffin served as the board chair of the local coalition of safety-net providers and testified to the US Congress, Energy and Commerce committee to receive over $200 million for health care recovery after Hurricane Katrina. He has served on the health care transition teams for Louisiana Governor John Bel Edwards, and New Orleans Mayor Mitchell J. Landrieu. He has addressed numerous national conferences and seminars to include the American Journal of Managed Care Conference on ACOs in April 2017, and facilitated the first Ascension Health National Conference on Diversity and Inclusion in 2016. Griffin also serves on the national FQHC advisory board for United Health Care, and is a frequent lecturer an advisor for several Colleges and Universities.

Prior to DCSNO, Griffin held top executive positions in the health care industry. As administrator of the University of Alabama at Birmingham’s Center for Health Promotion in Birmingham, Alabama Griffin worked closely with University faculty, as well as federal project officers and staff at the Centers for Disease Control and Prevention to generate and manage more than $15 million in federal research grants. At the Coordinated Health System of Jefferson County, Inc. in Birmingham, Alabama Griffin served as executive director, overseeing the implementation of a public/private sector collaborative health delivery system for more than 100,000 Jefferson County uninsured residents; while there he acquired a $2 million award for coordinating uninsured care. Griffin has also served as operations manager at Seton Healthcare Network of Hospitals in Austin, Texas; administrative fellow at Daughters of Charity-East Central Region/St. Mary’s Health System in Evansville, Indiana; and administrative resident at St. Thomas Hospital in Nashville, Tennessee. He is a United States Army veteran and is proud to have served our country with a tour in Iraq during Operation Desert Shield/Desert Storm.

Griffin serves as a trustee on several non-profit boards, including 504 Health Net where he was the former chair, the Louisiana Primary Care Association, former member of the Urban League of Louisiana, Health Care Journal of New Orleans editorial board, Daughters of Charity Services of New Orleans (DCSNO), the Daughters of Charity Foundation, and the Marillac Community Health Centers Board of Directors. In 2000 Griffin revitalized the Dillard University Birmingham Alumni Chapter and served as chapter president for 4 years. In 2003 he was elected Dillard University National Alumni President where he served until 2007. From 2003- 2007, Griffin served as a Dillard University Board of Trustee member where he was a member of the Development, Building and Grounds, and Student Liaison committees. After the devastation of Hurricane Katrina Griffin Cast the winning argument to have Dillard University quickly re-establish, and rebuild back in New Orleans, and not relocate in Atlanta, Ga as some argued.

Griffin has a history of service to both HBCUs and students in the field of Public Health. He has been a member of the Meharry Medical College Alumni Board of Management, and on the National Advisory Board for the Meharry Public Health Master’s Program. He currently works with Dillard University as chairman of the Public Health Advisory committee, and a member of the Blue Devil Sports Hall of Fame committee. He has advised hundreds of students on both the undergraduate and graduate levels and has mentored numerous health care professional during their career.

Griffin was selected as the “Young Healthcare Executive of the Year” by the National Association of Health Services Executives (NAHSE) in 2010, a “Health Care Hero” in 2010 by New Orleans CityBusiness Magazine, an “Up and Comer” by Modern Healthcare Magazine in September 2011, and in 2012 was one of five semi-finalists for the Robert Wood Johnson Foundation, National Young Leaders Award. He was also a fellow in the inaugural class of the Norman C. Francis Leadership Institute at Xavier University in New Orleans, Louisiana.

A few of Griffin’s national and local advocacy efforts include appearing before the House Oversight and Government Reform Committee in Washington D.C. to offer testimony on Restoring Health Care in the New Orleans Region Post-Katrina, and speaking alongside former United States Surgeon General Dr. Regina Benjamin to highlight primary care as one of the benefits of the Affordable Care Act in 2011. Most recently, Griffin appeared with former United States Secretary of Health and Human Services Kathleen Sebelius and other local and state leaders in a press conference touting local efforts to enroll consumers in affordable health coverage under the Affordable Care Act prior to the March 31, 2014 enrollment deadline. In March of 2017 Griffin had the honor of hosting US House of Representatives Leader Nancy Pelosi at his facilities in New Orleans, commemorating the seventh anniversary of the launch of the Affordable Care Act.

Griffin earned a Bachelor of Science degree from Dillard University in New Orleans, Louisiana and holds a Master of Science-Public Health degree from Meharry Medical College in Nashville, Tennessee, and received an Honorary Doctor of Humane Letters from Our Lady of Holy Cross University in 2014. Griffin is currently a Candidate for a Doctor of Science degree in Health Services Administration from the University of Alabama at Birmingham.

Griffin is married to Tracie Haydel Griffin, and the couple has five beautiful children: Michael II, Amelia-Grai, Victoria, Olivia and Sophia.

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Monica E. Oss

Chief Executive Officer, OPEN MINDS

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past two decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.

 

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How To Develop A New Service Line: Building A Diversification Strategy & Conducting A Feasibility Analysis

Breakout Session

In the current environment of changing consumer expectations and new financial models, one essential skill that all executives need to master is the ability to evaluate and modify current services – and to develop new services to meet the challenges and opportunities in the market. In this exciting session, we will review everything you need to know about developing a new service line and hear from an executive who has been there. This session will cover:

  • How to analyze current service lines and determine strategic options for diversification
  • A structured approach for selecting new services for your organization and ensuring they are financially sustainable
  • A target costing model for launching new services

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

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.

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Eleanor Castillo Sumi, Ph.D., BCBA-D

Vice President of Research and Program Development, Uplift Family Services

Eleanor Castillo Sumi, Ph.D., BCBA-D, has over 16 years’ experience as a licensed psychologist and Board Certified Behavior Analyst.  Her areas of expertise include new program development and implementation, evidence-based practices, research and evaluation, and quality assurance in behavioral health and education settings.  Currently, she is the Vice President of Research and Program Development at Uplift Family Services, a statewide nonprofit behavioral health and social services agency.  In her role, she oversees the agency’s outcomes and evaluations and provides leadership in the implementation of evidence-based practices, including Applied Behavior Analysis (ABA) for individuals with Autism Spectrum Disorder (ASD).  Previously, Dr. Castillo Sumi served as the agency’s Director of Outcomes and Quality Assurance.

Prior to returning to Uplift Family Services, Dr. Castillo Sumi provided training and coaching to school districts implementing school-wide Positive Behavior Supports and Interventions (PBIS) as a consultant of the National Technical Assistance Center for PBIS in Northern California.  In addition, she was the Founding Clinical Director of the May Institute Pediatric Specialty Center, then a start-up center that served children with developmental disabilities, mental health concerns, learning disabilities, and other behavioral healthcare needs.  In this role, she developed the administrative and clinical infrastructure of this new service.

Dr. Castillo Sumi’s previous experience include Best Practices Specialist at the State of Hawaii Department of Health, Child and Adolescent Mental Health Division (CAMHD) where she provided leadership in development of statewide mental health policy and practice guidelines regarding evidence-based treatment for youth in the state’s system of care that included social services, mental health, education, and juvenile justice.  Her experience related to Quality Assurance includes serving as a Director for Didi Hirsch Community Mental Health Center and Manager at the Santa Clara County Mental Health Division.  Dr. Castillo Sumi has also served as a grant reviewer for the Substance Abuse and Mental Health Service Administration (SAMHSA) and Bureau of Primary Health Care Health Resources and Services Administration (HRSA); manuscript reviewer for various journals and publications; and faculty at various universities in Northern and Southern California.  In addition, Dr. Castillo Sumi has authored and co-authored several articles and technical reports.

Dr. Castillo Sumi received her doctoral degree at Palo Alto University, master’s degree at Chaminade University of Honolulu, and bachelor’s degree at California State University, Northridge.

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Teri Herrmann, MA

Chief Executive Officer, SPARC Services and Programs

Teri Herrmann has over 17 year’s experience in the Behavioral Health Industry. She is currently the CEO of SPARC Services and Programs and is responsible for the company’s program development, and oversight of the clinical and business operations. SPARC is currently providing a unique and customer driven continuum for children and adults with the mission of keeping individuals out of institutionalized care. SPARC is currently engaged in value based contracting with payers.  In her role, Teri participated in the development of the value based contracts.

Teri has been with SPARC for three years and during this time, the company has expanded from one primary Behavioral Health Service, Family Centered Treatment, delivered in one county, to hold contracts for seven different service lines across 26 counties in NC.

Teri holds a Masters in Forensic Psychology from Sage Graduate School in New York.

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Population Cost Management: Using Data To Improve Care

Knowledge Partner

Sponsored by Streamline Healthcare Solutions

Predicting impending expenditures can be a daunting task. This session will provide best practices one MCO organization used to better manage their population cost management. Attendees will hear how the organization used functional outcome tools to help create levels of care for the populations they served as well as how they managed the service utilization across populations. The outcome from utilizing these tools provided the entire system with a better approach to the allocation of services across the population as well as improved efficiencies in staff time of monitoring costs. We will explore the pros and cons of this particular model and how to apply the lessons learned to your own business model.

Katie Morrow

VP Account Management, Streamline Healthcare Solutions

Katie Morrow is a Licensed Bachelor’s Social Worker with seven years’ experience in the clinical field. In her clinical experience she was a Case Manager for adults with mental illness and developmental disabilities. After receiving a Master’s Degree in Public Administration, she transitioned to also doing quality improvement tasks as a Performance Improvement Clinician, which included coordination of The Joint Commission and State audit reviews, data analysis of the electronic health record data, and staff training for her agency on the use of Streamline products. She began working directly for Streamline in August of 2011. With Streamline, Katie has been the project manager on several implementations as well as providing training and support to Streamline’s customers.

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11:45 am - 1:00 pm

Fundraising In A Competitive, Social Media-Driven Environment: Strategies For Non-Profit Executives

Breakout Session

Social media and online marketing has changed the definition of fundraising. Non-profit organizations are driving awareness, sharing their story, cultivating donor relationships, and opening up two-way communication with advocates in ways that were never before possible in the past. To be competitive, executives need to understand this new fundraising environment and build a new fundraising strategy to  expand relationships and reach new audiences with a creative and unique approach. In this session, we will explore:

  • An overview of 21st century fund development
  • Strategies for successful fundraising in competitive market
  • Case studies of successful approaches to fundraising in current health and human service market

Kristi Hamilton, MBA, CPPM

Senior Associate, OPEN MINDS

Kristi Hamilton, MBA, CPPM, brings over 20 years of experience in marketing and communications to the OPEN MINDS team. She currently serves as a Senior Associate where she supports OPEN MINDS clients with marketing assessment, brand development, and strategic planning. Her areas of expertise include organizational strategy, integrated marketing communications, change management communications and planning for launch or sunsetting of program and services.

Prior to joining OPEN MINDS, Ms. Hamilton served as Director of Marketing Communications for Guild Incorporated, a community-based provider of mental health services in St. Paul, Minnesota. In this role, she served on the organization’s leadership team contributing to strategic planning and business development initiatives while leading internal communications and strategic marketing to payers and consumers.

Previously, Ms. Hamilton was a freelance consultant working with social entrepreneurs and health and human services nonprofits to plan, implement and measure marketing communication initiatives.

She also brings many years of consumer marketing experience holding roles in sales and market planning, consumer relationship marketing and public relations within retail, publishing and financial services.

Ms. Hamilton earned her MBA from the Naveen Jindal School of Management at the University of Texas and her Bachelor’s degree in Marketing from Texas Tech University.  She also obtained a Certified Professional Project Manager (CPPM) certification from University of St. Thomas.

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Jim Wallis

Corporate Director of Business Development & Public Affairs, Chestnut Health Systems

Bio coming soon!

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Todd A. Landry

Chief Executive Officer, Lena Pope Home, Inc.

Todd Landry brings extensive experience in child and family social services and business to Lena Pope.  His professional accomplishments are recognized nationally and led to his appointment as Director of Nebraska’s Division of Children and Family Services.  On April 1, 2009, Mr. Landry became the fifth Chief Executive Officer in the 88-year history of Lena Pope in Fort Worth, Texas.  Lena Pope’s mission is to help create hope, happiness, and success for children and families and provides prevention, early intervention, counseling, and education services.

Landry received a Bachelor’s of Science in Chemistry from Lamar University and earned his Master’s of Business Administration from Southern Methodist University.  He is expected to receive his Doctorate degree in Educational Leadership from Southern Methodist University in May 2018. He currently serves on several local and national boards, including as the current board treasurer of CWLA (Child Welfare League of America).

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Timothy Snyder, Jr.

Executive Vice President, OPEN MINDS

Timothy G. Snyder, Jr. brings a unique combination of marketing, business development, and online media expertise to OPEN MINDS. Since joining our team in 2008, Mr. Snyder has led over twenty strategic marketing and sales-focused projects, including comprehensive product launch initiatives, corporate re-branding/positioning projects, and website/online marketing programs for some of the largest and most influential pharmaceutical and technology organizations in the industry. In addition to his work in the consulting practice, Mr. Snyder currently oversees the marketing, public relations, and sales divisions of OPEN MINDS.

Prior to his current position, Mr. Snyder served as OPEN MINDS Vice President Of Marketing. During this time he was led the successful launch of multiple new product offerings, the re-design of the OPEN MINDS website, and the launch of PsychU.org – a free online community and resource center for professionals in the mental health community.

Mr. Snyder is a 2008 graduate of the AACSB Internationally accredited John L. Grove College of Business at Shippensburg University of Pennsylvania, where he earned a Bachelor’s Degree in both Marketing Communications and Business Management.

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Innovation In Addiction Treatment: The New Community-Based, Tech-Enabled Models

Breakout Session

New treatment models and new technologies are changing how we deliver services, and payer preferences for more integrated, community-based care are changing where we deliver services. For addiction treatment provider organizations, this new market requires new strategies to build a successful business model that will enable your organization to compete. This engaging session will include:

  • A review of the key trends shaping the addiction treatment market
  • Best practices in building a community-based, tech-enabled strategy to compete in the shifting addiction treatment market
  • Case studies from organizations building a new addiction treatment model

Steve Ramsland, Ed.D.

Senior Associate, OPEN MINDS

Steven Ramsland, Ed.D. has more than 25 years of experience in the development and delivery of health and human service programs. He has held senior leadership positions in the development of several innovative service systems including Medicare Shared Savings Program ACOs, a primary care provider network, several national managed behavioral health initiatives, and innovative community programming.

Dr. Ramsland recently served as chief executive officer at Redwood Community Health, a network of 17 community health centers, with over 40 sites in northern California. The organization provides primary care, behavioral health and oral health to over 240,000 patients each year. While at Redwood he managed the implementation of an ACO, a capitated Medicaid managed care contract, and a pay-for-performance quality improvement program.

Prior to this, he was the executive director of Buckelew Programs, a leading provider of community-based, recovery-oriented behavioral health programs in Northern California. The organization provides supported housing and employment, and recovery supports, as well as two social enterprise businesses.

Dr. Ramsland was previously vice president and practice leader for United Behavioral Health’s Public Sector Practice (now Optum).   In that role, he analyzed opportunities and implemented strategies to expand public sector business – and collaborated with executive leadership at United to design and build organizational capabilities in public sector behavioral health, disease management, and consumer-directed care to support revenue growth.

In addition to his work with Optum, Dr. Ramsland also served as the chief development officer and Public Sector President for Comprehensive Behavioral Care, and as vice president, Government Programs, for ValueOptions. He has worked with government policy leaders throughout the nation to develop new, recovery-oriented approaches to delivering behavioral health and integrated medical services. He was also the Chief Executive Officer of a community mental health center, SERV Behavioral Health in New Jersey.

Dr. Ramsland earned a Doctoral Degree in Psychology from Rutgers University, a Master’s Degree in Psychology from Duquesne University, and a Bachelor’s Degree in Psychology and English from Trinity College.

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Janelle Wesloh, LADC, MBA

Vice President of Clinical Excellence, Innovation and Recovery Management, Hazelden Betty Ford Foundation

Janelle Wesloh, LADC, MBA, Vice President of Clinical Excellence, Innovation & Recovery Management at the Hazelden Betty Ford Foundation has been in the addiction treatment field for 27 years. Wesloh has held many roles, including youth counselor, intake counselor, continuing care counselor, electronic medical record designer, and privacy officer.

She currently provides integration and standardization support to clinical operations across the organization to ensure the optimal functioning of a national system of care. She strives to further establish HBFF's clinical innovation function and helps Hazelden Betty Ford continue to lead the field through research and design. She oversees the Recovery Management division that provides ongoing recovery support through online, phone, and in-person programs and services.

Wesloh is a licensed alcohol and drug counselor; she has an undergraduate degree in psychology with an emphasis in chemical dependency counseling, and an MBA from Hamline University.

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Brent Cummins, MA, LPC, CADC, ATE, GCE

Director of Adult Addiction Treatment & Recovery Support, Chestnut Health Systems

Brent Cummins has over 15 years of experience in both clinical and administrative roles in the substance use treatment field. He is currently the Director of Adult Addiction Treatment & Recovery Support at Chestnut Health Systems: a not for profit organization that has provided a broad array of behavioral health care services to residents in Central and Southern Illinois for four decades. Brent has managed several innovative projects that are focused on transferring research findings and evidence-based treatments into implementation at community based behavioral health settings. He currently oversees the implementation of TRACT, which focuses on utilizing technology and the Community Reinforcement Approach (CRA) to engage individuals in rural communities with quality substance use treatment.

Brent holds a Masters in Professional Counseling from Lindenwood University in St. Charles, Missouri. He is a licensed professional counselor, a certified alcohol and drug counselor, and holds gender competency and adolescent treatment endorsements. He is also a certified clinical supervisor for the Community Reinforcement Approach.

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Data Sharing & Security: Challenges & Best Practices

Knowledge Partner

Sponsored by ODH, Inc.

In a value-based care environment, the ability to integrate data from disparate sources - physical and behavioral health, pharmacy, and social determinants - is critical. But systemic, organizational and security barriers to data-sharing hamper integration efforts. How can vast amounts of data - often embedded in incompatible legacy systems - be standardized, validated, and converted to actionable insights without compromising patient privacy? Join ODH, Inc. for an exciting panel discussion on best practices in managing the rising tide of data, leveraging technology to enhance interoperability, and maintaining security.

Annie Medina, MBA, ACNP-BC

Senior Associate, OPEN MINDS

Annie Medina, MBA, ACNP-BC, brings over ten years of experience in the health and human services industry to the OPEN MINDS team. Her expertise spans both clinical and operational functions and is focused in business operations, strategic planning, project management, training and curriculum development, and policy and procedure design. Ms. Medina currently serves as OPEN MINDS Executive Vice President of the Consulting Practice. In addition to her work with OPEN MINDS, Ms. Medina is a Hospice Nurse Practitioner for Crater Community Hospice.

Prior to joining the OPEN MINDS team, Ms. Medina was the Chief Operating Officer for Poplar Springs Hospital, a member of Universal Health Services, based in Petersburg, Virginia. In this role, she was responsible for performance improvement, policy and procedure creation, and strategy development and implementation for the hospital’s Joint Commission and CMS regulatory surveys. Prior to this role, Ms. Medina was a MBA intern for the Popular Springs CEO where she focused on business development, process improvement, training tool development and evaluation of newly offered programs.

Previously, Ms. Medina served as a Nurse Practitioner (NP) for both Hospitalist Consultants, Inc. and for VCU Health System. At Hospitalist Consultants, she was an Internal Medicine NP. As a hospitalist, she provided medical care to patients in Tucker’s Psychiatric Hospital and educated psychiatric nurses regarding the patients’ diagnoses and medical needs. At VCU, Ms. Medina was an Emergency Department NP, where she provided care to patients at a Level I Trauma Center. Additionally, she was a provider in the observation unit, a 10-bed patient unit attached to the Emergency Department, and coordinated clinical care for patients who would otherwise be medical inpatients.

Complementing her past experience, Ms. Medina remains highly involved in professional organizations and is currently a member of the Virginia Council of Nurse Practitioners, Sigma Theta Tau Honors Society of Nursing, and American College of Healthcare Executives. She was recognized in the 2011 cohort of “40 under 40” by the Virginia Nurses Foundation for activities that support her profession and community.

Ms. Medina earned her Master of Business Administration focused in Health Sector Management and Bachelor of Science in Psychology from College of William & Mary. She also earned a Master of Science in Nursing (Acute Care Advanced Practice) and a Bachelor of Science in Nursing from Virginia Commonwealth University, and later went on to teach both nursing students and medical students at the school. Ms. Medina is a registered nurse (RN) in Virginia with multistate authority and is a registered acute care nurse practitioner (ACNP-BC) in Virginia.

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Michael Jarjour

President & Chief Executive Officer, ODH, Inc.

Michael Jarjour is president and CEO of ODH, Inc., a health technology company providing data aggregation and analytics solutions that enable the delivery of integrated health care. He oversees ODH’s overall operations and drives strategy for its flagship product, Mentrics, a clinically-focused technology platform that integrates social determinants, behavioral, physical, pharmacy and other health data into actionable insights for the health industry.

With more than 20 years of experience in pharmaceutical and healthcare technology, Michael has a proven track record of growing businesses, maximizing revenues and building highly motivated, effective management teams on a global scale.

  • Prior to leading ODH, Michael served as vice president, global commercialization and portfolio management at Otsuka Pharmaceutical and led the company’s global digital strategy.
  • Before that, as president and CEO of Kinematik, he successfully grew the R&D software company.
  • Throughout his career, he has held key leadership positions at Bristol-Myers, Pharmacia/Pfizer, Warner-Lambert/Pfizer and Wyeth.

Michael earned his undergraduate degree in finance from Florida International University and his MBA from Rutgers University.

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Monica E. Oss

Chief Executive Officer, OPEN MINDS

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past two decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.

 

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Wayne Easterwood

Chief Information Officer, Centerstone

As Chief Administrative Officer, Wayne Easterwood leads administrative and support teams for Centerstone, the nation’s largest community-based behavioral healthcare organization. His teams include technology, technical infrastructure, business intelligence, data analytics, human resources, and project management. His work involves planning, implementation and support of innovations as well as ongoing operations across the five-state organization. While often leveraging technology for improvement, the focus is always on improving the delivery of care.

Easterwood was the architect of Centerstone’s first electronic health record in 2001 which was among the very first in the nation for behavioral health.

He holds a Bachelor in Business Administration from Belmont University.  Wayne is a member of College Health Information Management Executives (CHIME and participates in TN Health Information Management Systems Society (HIMSS) as well as other healthcare technology groups. He is on the board of TechBridge Tennessee and volunteers with The Bridge both serving those in poverty with unstable housing or suffering from the effects of mental illness. He is a husband to Lisa for 37 years and father of three married sons.  He credits his family with the constant pull to the front of the wave of technology and innovation.

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1:00 pm - 2:30 pm

Lunch On Your Own

Networking


The Role Technology Should Have In Your Strategic Plan

Invitation-Only Lunch

Sponsored by Credible Behavioral Health Software

Technology has shifted from a nice to have to a must have. For a limited number of Agencies, technology is actually a competitive advantage providing the Agency financial and clinical benefits. Leveraging 18 years of experience in Behavioral Health Enterprise Technology, from mobile solutions, to data mining, to optimized billing, Credible’s CEO, Matthew M. Dorman will share an evaluation tool for determining your Agency’s use of technology.

Learning Objectives

  1. Attendees will develop a process for determining their Agency’s basic use and strategic use of technology.
  2. The ability to convert shared information into action.

Matthew M. Dorman

Co-Founder & CEO, Credible Behavioral Health Software

With more than 30 years’ experience in technology management, operations, finance and investment banking and 18 years of political and government understanding and knowledge, Mr. Dorman has driven Credible from a start-up with a Mission to improve the quality of care in behavioral health to a profitable, financially stable company with over 350 Partner Agencies spanning 33 states and D.C., annual revenues exceeding $25,000,000 and more than 150 staff nationwide. Prior to starting Credible and growing Credible to a leadership role in the Behavioral Health Enterprise software market, Mr. Dorman managed a $40 million E-Commerce division for Lockheed Martin. Previously, Mr. Dorman worked in the private sector managing turn-arounds and providing investment banking and management consulting. Prior to his MBA, Mr. Dorman worked in county and state government in Maryland, as well as on Capitol Hill for US Senator Paul Sarbanes and for Senator Al Gore’s Vice Presidential campaign in 1988. He earned his MBA in Finance from the University of Maryland and a B.A. in Political Science from the University of Delaware.

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1:00 pm - 3:30 pm

Do You Need A New Look? A Roundtable Discussion On Re-Branding Your Organization

Roundtable Discussion

The session is limited to 20 attendees and lunch will be provided

Is your organization considering re-branding or are you questioning your organization’s current branding? If you are, join this roundtable discussion over lunch! Kristi Hamilton, Senior Associate with OPEN MINDS will lead the discussion and attendees are invited to brainstorm about rebranding and focus on next steps for their organization.

Kristi Hamilton, MBA, CPPM

Senior Associate, OPEN MINDS

Kristi Hamilton, MBA, CPPM, brings over 20 years of experience in marketing and communications to the OPEN MINDS team. She currently serves as a Senior Associate where she supports OPEN MINDS clients with marketing assessment, brand development, and strategic planning. Her areas of expertise include organizational strategy, integrated marketing communications, change management communications and planning for launch or sunsetting of program and services.

Prior to joining OPEN MINDS, Ms. Hamilton served as Director of Marketing Communications for Guild Incorporated, a community-based provider of mental health services in St. Paul, Minnesota. In this role, she served on the organization’s leadership team contributing to strategic planning and business development initiatives while leading internal communications and strategic marketing to payers and consumers.

Previously, Ms. Hamilton was a freelance consultant working with social entrepreneurs and health and human services nonprofits to plan, implement and measure marketing communication initiatives.

She also brings many years of consumer marketing experience holding roles in sales and market planning, consumer relationship marketing and public relations within retail, publishing and financial services.

Ms. Hamilton earned her MBA from the Naveen Jindal School of Management at the University of Texas and her Bachelor’s degree in Marketing from Texas Tech University.  She also obtained a Certified Professional Project Manager (CPPM) certification from University of St. Thomas.

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Timothy Snyder, Jr.

Executive Vice President, OPEN MINDS

Timothy G. Snyder, Jr. brings a unique combination of marketing, business development, and online media expertise to OPEN MINDS. Since joining our team in 2008, Mr. Snyder has led over twenty strategic marketing and sales-focused projects, including comprehensive product launch initiatives, corporate re-branding/positioning projects, and website/online marketing programs for some of the largest and most influential pharmaceutical and technology organizations in the industry. In addition to his work in the consulting practice, Mr. Snyder currently oversees the marketing, public relations, and sales divisions of OPEN MINDS.

Prior to his current position, Mr. Snyder served as OPEN MINDS Vice President Of Marketing. During this time he was led the successful launch of multiple new product offerings, the re-design of the OPEN MINDS website, and the launch of PsychU.org – a free online community and resource center for professionals in the mental health community.

Mr. Snyder is a 2008 graduate of the AACSB Internationally accredited John L. Grove College of Business at Shippensburg University of Pennsylvania, where he earned a Bachelor’s Degree in both Marketing Communications and Business Management.

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2:30 pm - 3:45 pm

How To Develop A Case Rate: A Guide To Bundled Payments

Breakout Session

Thoroughly understanding how to develop bundled payments/ case rates will ensure that your clinical services deliver outcomes-based care and provide the necessary revisions needed for billing, financial reporting and data tracking are made to fit this new payment model. This session will provide attendees with a guide to developing and managing a successful case rate payment model and will include:

  • The drivers of the move to case rates and other value-based reimbursement models
  • A guide to developing a case rate proposal and preparing your organization for managing case rate contracts
  • Examples of successful case rate contracting models

Ken Carr

Senior Associate, OPEN MINDS

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.

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Paul Duck

Principal & Consultant, Paul M. Duck, LLC

Mr. Duck is a senior healthcare executive with over 25 years of experience in behavioral healthcare and has developed a deep understanding of the transformational changes taking place in the healthcare market. He currently serves as Vice President of Strategy and Development for Beacon Health Options – the nation’s largest specialty behavioral managed care company. Prior to joining Beacon, Paul was the Vice President of Business Development for Netsmart.

He is the past Chairman of the Board of Centerstone of Florida where he directed the affiliation and merger of Manatee Glens with the largest community mental health company in the United States, Centerstone of America.

He has previous senior executive experience serving as the CEO of a large outpatient radiology company in central Florida where he and the company were awarded by INC magazine as one of America’s fastest growing companies. In addition, he served as CEO of one of the largest orthopedic and ambulatory surgery center company’s in Florida where he was responsible for a massive turnaround.

Mr. Duck is known for his strong passion for our industry and is also renowned as a thought-leader to state and national audiences.

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Integrating Digital Apps Into Your Service Lines

Breakout Session

The use of digital apps is becoming universal in our culture and is rapidly gaining acceptance in behavioral health treatment, recovery support, and prevention programs. Many organizations have been able to integrate digital apps into their service lines to enhance their consumers’ treatment experience. In this session, we will learn more about the how digital tech can enhance your services and hear from organizations that have had success with integrating apps into their program model. The session will include:

  • An overview of the digital technology treatment market and its impact on the health and human service field
  • Steps your organization can take to explore digital treatment options
  • Case studies from organizations that have had successfully integrated digital apps into their home and community based services lines

Annie Medina, MBA, ACNP-BC

Senior Associate, OPEN MINDS

Annie Medina, MBA, ACNP-BC, brings over ten years of experience in the health and human services industry to the OPEN MINDS team. Her expertise spans both clinical and operational functions and is focused in business operations, strategic planning, project management, training and curriculum development, and policy and procedure design. Ms. Medina currently serves as OPEN MINDS Executive Vice President of the Consulting Practice. In addition to her work with OPEN MINDS, Ms. Medina is a Hospice Nurse Practitioner for Crater Community Hospice.

Prior to joining the OPEN MINDS team, Ms. Medina was the Chief Operating Officer for Poplar Springs Hospital, a member of Universal Health Services, based in Petersburg, Virginia. In this role, she was responsible for performance improvement, policy and procedure creation, and strategy development and implementation for the hospital’s Joint Commission and CMS regulatory surveys. Prior to this role, Ms. Medina was a MBA intern for the Popular Springs CEO where she focused on business development, process improvement, training tool development and evaluation of newly offered programs.

Previously, Ms. Medina served as a Nurse Practitioner (NP) for both Hospitalist Consultants, Inc. and for VCU Health System. At Hospitalist Consultants, she was an Internal Medicine NP. As a hospitalist, she provided medical care to patients in Tucker’s Psychiatric Hospital and educated psychiatric nurses regarding the patients’ diagnoses and medical needs. At VCU, Ms. Medina was an Emergency Department NP, where she provided care to patients at a Level I Trauma Center. Additionally, she was a provider in the observation unit, a 10-bed patient unit attached to the Emergency Department, and coordinated clinical care for patients who would otherwise be medical inpatients.

Complementing her past experience, Ms. Medina remains highly involved in professional organizations and is currently a member of the Virginia Council of Nurse Practitioners, Sigma Theta Tau Honors Society of Nursing, and American College of Healthcare Executives. She was recognized in the 2011 cohort of “40 under 40” by the Virginia Nurses Foundation for activities that support her profession and community.

Ms. Medina earned her Master of Business Administration focused in Health Sector Management and Bachelor of Science in Psychology from College of William & Mary. She also earned a Master of Science in Nursing (Acute Care Advanced Practice) and a Bachelor of Science in Nursing from Virginia Commonwealth University, and later went on to teach both nursing students and medical students at the school. Ms. Medina is a registered nurse (RN) in Virginia with multistate authority and is a registered acute care nurse practitioner (ACNP-BC) in Virginia.

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Stacee DeLisle, LPC

Clinical Director, The Center for Mental Health

Stacee DeLisle is a Licensed Professional Counselor in Colorado and has worked at the Center for Mental Health since 2007. She has worked as an Outpatient Clinician, Regional Manager, and is currently the Clinical Director of Montrose, Ouray, and San Miguel counties. Stacee has been a certified Incredible Years Parent Facilitator and a Youth/Adult Mental Health First Aid Instructor. She has been involved in creating Open Access and Zero Suicide at the Center for Mental Health in addition to being passionate about suicide education and prevention.

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Wayne Easterwood

Chief Information Officer, Centerstone

As Chief Administrative Officer, Wayne Easterwood leads administrative and support teams for Centerstone, the nation’s largest community-based behavioral healthcare organization. His teams include technology, technical infrastructure, business intelligence, data analytics, human resources, and project management. His work involves planning, implementation and support of innovations as well as ongoing operations across the five-state organization. While often leveraging technology for improvement, the focus is always on improving the delivery of care.

Easterwood was the architect of Centerstone’s first electronic health record in 2001 which was among the very first in the nation for behavioral health.

He holds a Bachelor in Business Administration from Belmont University.  Wayne is a member of College Health Information Management Executives (CHIME and participates in TN Health Information Management Systems Society (HIMSS) as well as other healthcare technology groups. He is on the board of TechBridge Tennessee and volunteers with The Bridge both serving those in poverty with unstable housing or suffering from the effects of mental illness. He is a husband to Lisa for 37 years and father of three married sons.  He credits his family with the constant pull to the front of the wave of technology and innovation.

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Digital Healthcare In A Subscription-Based Economy

Knowledge Partner

Sponsored by Core Solutions, Inc.

Over the last several years we have seen a paradigm shift in the way people and organizations do business. As we deviate from a pay-per-product/service point of view towards a subscription-based economy mindset, it is pertinent that business leaders embrace change in this new digital transformation age. In an increasingly digital world where data is transforming entire industries (think Amazon, Netflix, Uber), how can you leverage digital technologies to reach your organization's mission - better, faster and cheaper? During this interactive workshop, attendees will work collaboratively to understand the role of technology in our current digital transformation age and the effects of new regulations, reforms and requirements on their business, all while establishing meaningful connectivity amongst each other to achieve worthwhile outcomes.

Key Learning Objectives:

1. Learn the importance of embracing innovation and technology as they pertain to the use of data collection and knowledge sharing.
2. Develop a roadmap and strategy for digital transformation at their organization.
3. Understand the role of their organization in a collaborative health ecosystem.
4. Understand how to leverage digital technologies to transform their payer relationships and overall consumer experiences.

Ravi Ganesan

President & CEO, Core Solutions, Inc.

When Ravi Ganesan started Core Solutions nearly a decade ago, he began the venture as a developer of custom solutions for select organizations in behavioral health and human services. Since then, he has used his passion for entrepreneurship and a rich background in consulting and software development to grow the company into a premier provider for clients of all types and sizes across the country.
Prior to founding the company, Ravi was a systems architect and software developer with Management Concepts, Inc., an IT consulting firm. Before this, Ravi launched his career in the Greater Philadelphia region at New York Life, the nation’s oldest and largest mutual life insurance company. While there, he established a technical assistance program initially developed to help insurance agents integrate technology into their businesses, which evolved to include business consulting, marketing and related support activities.
Ravi received his M.B.A. from St. Joseph’s University in Philadelphia.

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3:45 pm - 4:15 pm

Refresh & Recharge Break

Networking

Sponsored by Genoa Healthcare


4:15 pm - 5:15 pm

Can Telehealth Be Sustainable For Specialty Provider Organizations? A Town Hall Discussion On Reimbursement, Regulation, & The Next Generation Of Telepsychiatry

Plenary Address

Sponsored by Genoa Healthcare

Telepsychiatry services are changing the fundamental functionality and distribution system of the health care market. As the market continues to evolve, with new advances in technology, changing payer preferences for value-based care models, and legislative and regulatory momentum for fundamental rules changes, provider organizations need to build new strategies to make telepsychiatry sustainable. In this session, our panelists will discuss:

  • How the telepsychiatry market is changing in terms of regulations, reimbursement, and technology advancements
  • The challenges of making a telepsychiatry program sustainable for provider organizations
  • How the telepsychiatry market will continue to evolve and shape the future health care delivery system

Monica E. Oss

Chief Executive Officer, OPEN MINDS

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past two decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.

 

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Samir Malik

EVP and General Manager - Genoa Telepsychiatry, Genoa Healthcare

Samir Malik is currently the Executive Vice President and General Manager of Genoa Telepsychiatry, the largest outpatient telepsychaitry provider in the country. Samir came into this role through the acquisition of his company, 1DocWay, a New York City-based telepsychiatry company, which he co-founded and served as CEO. The company expands access to mental healthcare in rural America. Samir and his team have built the technology-enabled-services company from scratch, treating over 100,000 patients across the country.

Prior to 1DocWay, Samir was the President of Signature Healthcare, and CEO of ZipCare Transportation, two healthcare service companies he started and led. These two endeavors have grown in the past 5 years from two employees to over 200, while improving access to healthcare in markets and populations in need of mental health access. From 2010 to 2012, Samir was the Director of Strategic Planning at CenterPointe Hospital, a 150-bed health system in St. Louis, Missouri, where he designed and built a new model for outpatient mental health programs across 3 states. Prior to CenterPointe Hospital, Samir’s career began with McKinsey & Co as a Business Analyst, where he focused on a wide range of strategic and operational initiatives for large organizations both inside and outside healthcare. While there, Samir served as a McKinsey Hospital Institute Fellow.

Samir received a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania, a Bachelor of Arts in Neuroscience from Penn with distinction, and a Master’s of Business Administration at Wharton in Healthcare Management. Samir and his wife Saara live in NYC.

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Deb Adler

Senior Associate, OPEN MINDS & Former SVP Network Strategy, UnitedHealth Group/Optum

Deb Adler brings more than 20 years of experience in executive health care roles, serving in a variety of capacities including network executive, quality management executive and chief operating officer, to the OPEN MINDS team.

Her consultant work with OPEN MINDS spans a broad range of customers (provider organizations, payors and government programs) and topics, including: collaborative care models/medical behavioral integration, provider network functions– contracting, network designs/tiering, recruitment, telehealth network implementation, and strategic planning. In addition, Ms. Adler has a special interest in helping technology-enabled providers in “go-to-market” strategies and streamlining network functions.

Since entering the managed behavioral health care field, she has become an industry-recognized leader in value-based contracting and alternative payment models. An innovator known for her ability to execute results, she has facilitated network designs and benefit plan approaches that achieve both quality outcomes and healthcare cost savings.

Before joining OPEN MINDS, Ms. Adler served as Senior Vice President of Network Strategy for Optum (now UnitedHealth Group) where she was responsible for behavioral health network development, contracting, and strategy for over 185,000 providers. In this role she developed the largest, performance-tiered behavioral health network, largest telemental health network, and largest medication assisted treatment (MAT) network. She was also responsible for implementing network initiatives to promote medical/behavioral integration, improve member outcomes, and reduce total cost of care through collaborative care models.

Prior to joining Optum/UnitedHealth, Ms. Adler spent over 12 years with ValueOptions, Inc. (now Beacon Options) where she held a variety of senior leadership roles including, Executive Vice President of National Networks; Chief Executive Officer, Health Plan Division; Vice President, Network Operations; Executive Director, Corporate Quality Management; and Executive Director, Quality & Information Systems. She was responsible for quality management and coordinated NCQA and URAC accreditation efforts.

Ms. Adler spent her early career in health care quality, serving as a quality director in two state-run psychiatric centers.

Ms. Adler received her Master’s degree in educational psychology and evaluation from Catholic University of America and is a Certified Professional in Health Care Quality (CPHQ).

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Kristi Daugherty, LCSW, LISW, MBA

Chief Executive Officer, Emergence Health Network

Kristi Daugherty, CEO for Emergence Health Network, has over fifteen years of experience in the behavioral health arena.  As chief executive for El Paso County’s Mental Health/Intellectual Disabilities Authority for El Paso County, Ms. Daugherty is responsible for all clinical and oversight services delegated through performance contracts with Texas Health & Human Services.

Previously, Ms. Daugherty served as Chief Clinical Officer for Emergence and as Director for Sun City Behavioral Health Care, Emergence’s non-profit subsidiary.  She also has extensive experience in the private behavioral health sector, serving as Director of Clinical Services University Behavioral Health in El Paso and Director of Outpatient Services Mesilla Valley Hospital in Las Cruces, New Mexico.

Ms. Daugherty is a Licensed Clinical Social Worker in the State of Texas and a Licensed Independent Social Worker in the State of New Mexico.  She has a Master’s Degree in Social Work from New Mexico State University and is a graduate of the Executive MBA Program at the University of Texas at El Paso.

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Mehdi Qalbani, M.D.

Psychiatrist, Integrated Behavioral Health

Dr. Qalbani graduated from Tulane University School of Medicine and completed his residency at the University of Illinois at Chicago where he served as Chief resident. He returned to New Orleans for a fellowship in Forensic Psychiatry and to begin this practice. Dr. Qalbani provides care for adults with psychiatric illness in a holistic and compassionate matter. His philosophy is based on a bio-psycho-social approach where he will work with each individual patient to address the potential pharmacological, therapeutic, and lifestyle interventions to best address your particular challenge.

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5:15 pm - 6:15 pm

Executive Networking Reception

Networking


7:30 am - 8:30 am

Executive Networking Breakfast In The Institute Exhibit Hall

Networking


8:30 am - 9:30 am

Going Beyond Innovation – Developing Partnerships With Health Plans

Plenary

What is top of mind with thought leaders who are focused on behavioral health/physical health integration? Four words—engagement, access, availability, and partnership. In this exciting keynote session, Dr. Charles Gross, Vice President or Behavioral Health at Anthem, Inc. will discuss how those four words are reshaping the health and human service market – and how health plans are and provider organizations can collaborate to build a new value-based system of integration. Dr. Gross is responsible for helping promote access to integrated services for more than 8.2 million combined Medicaid and Medicare covered lives, as well as 19.4 million commercially covered lives. His session will cover the challenges of managing care for consumers with complex needs; the and how Anthem is evolving and growing their health system to focus on building partnerships with provider organizations and increasing consumer engagement and access to care.

Charles Gross, Ph.D.

Vice President, Behavioral Health, Anthem, Inc.

Charles Gross, PhD is the Vice President Behavioral Health/Physical Health Integration at Anthem Blue Cross Blue Shield.  In this role he is responsible for integrated behavioral health services for more than 8.2 million combined Medicaid and Medicare covered lives as well as over 19.4 million Commercially covered lives.  Dr. Gross has over 20 years of clinical and operational managed care experience in the public and private sectors, including; direct clinical work with the Health and Hospital Corporation of New York, extensive private practice experience, clinical and management experience with Kaiser Permanente, ValueOptions, United Health and Anthem Blue Cross Blue Shield.

Dr. Gross received his undergraduate degree from the University of Michigan, and his PhD. from Yeshiva University.

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9:45 am - 11:00 am

Thought Leader Discussion Session With Charles Gross, Ph.D., Vice President, Behavioral Health, Anthem, Inc.

Breakout Discussion Session

Join us for a follow-up session with our keynote speaker, Charles Gross, Ph.D., Vice President, Behavioral Health, Anthem, Inc. Use this time to ask questions and continue the morning’s discussion with Dr. Gross and OPEN MINDS Senior Associate Joseph P. Naughton-Traves, EdM.

Charles Gross, Ph.D.

Vice President, Behavioral Health, Anthem, Inc.

Charles Gross, PhD is the Vice President Behavioral Health/Physical Health Integration at Anthem Blue Cross Blue Shield.  In this role he is responsible for integrated behavioral health services for more than 8.2 million combined Medicaid and Medicare covered lives as well as over 19.4 million Commercially covered lives.  Dr. Gross has over 20 years of clinical and operational managed care experience in the public and private sectors, including; direct clinical work with the Health and Hospital Corporation of New York, extensive private practice experience, clinical and management experience with Kaiser Permanente, ValueOptions, United Health and Anthem Blue Cross Blue Shield.

Dr. Gross received his undergraduate degree from the University of Michigan, and his PhD. from Yeshiva University.

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Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

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.

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New Contract Development: Marketing To Payers & Other Stakeholders

Breakout Session

The shift to value-based care has shifted health plan/provider organization relationships from transaction vendor, to collaborative partnerships. In this session, you’ll learn from the experience of Steve Ramsland, Ed.D., Senior Associate, OPEN MINDS and William G. Wood, M.D., Former National Medical Director, Medical Management, Behavioral Health, Government Business Division at Anthem as they discuss trends in value-based contracting, organizational capabilities required to succeed in managed care contracting, how to improve organizational positioning, and the process for marketing to payers.

Steve Ramsland, Ed.D.

Senior Associate, OPEN MINDS

Steven Ramsland, Ed.D. has more than 25 years of experience in the development and delivery of health and human service programs. He has held senior leadership positions in the development of several innovative service systems including Medicare Shared Savings Program ACOs, a primary care provider network, several national managed behavioral health initiatives, and innovative community programming.

Dr. Ramsland recently served as chief executive officer at Redwood Community Health, a network of 17 community health centers, with over 40 sites in northern California. The organization provides primary care, behavioral health and oral health to over 240,000 patients each year. While at Redwood he managed the implementation of an ACO, a capitated Medicaid managed care contract, and a pay-for-performance quality improvement program.

Prior to this, he was the executive director of Buckelew Programs, a leading provider of community-based, recovery-oriented behavioral health programs in Northern California. The organization provides supported housing and employment, and recovery supports, as well as two social enterprise businesses.

Dr. Ramsland was previously vice president and practice leader for United Behavioral Health’s Public Sector Practice (now Optum).   In that role, he analyzed opportunities and implemented strategies to expand public sector business – and collaborated with executive leadership at United to design and build organizational capabilities in public sector behavioral health, disease management, and consumer-directed care to support revenue growth.

In addition to his work with Optum, Dr. Ramsland also served as the chief development officer and Public Sector President for Comprehensive Behavioral Care, and as vice president, Government Programs, for ValueOptions. He has worked with government policy leaders throughout the nation to develop new, recovery-oriented approaches to delivering behavioral health and integrated medical services. He was also the Chief Executive Officer of a community mental health center, SERV Behavioral Health in New Jersey.

Dr. Ramsland earned a Doctoral Degree in Psychology from Rutgers University, a Master’s Degree in Psychology from Duquesne University, and a Bachelor’s Degree in Psychology and English from Trinity College.

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William G. Wood, M.D.

Former National Medical Director, Medical Management, Behavioral Health, Government Business Division, Formerly with Anthem, Inc.

New Program Development, management and creative innovation in clinical program development as a provider of outpatient services as well as inpatient services and in managed care in working with providers to develop programs through creative collaboration. Experience in creative solutions in commercial and publicly funded Behavioral Health Programming. Previous experience was in new psychiatric hospital building and development, leading hospital programs as Medical Director, change management in existing academic hospitals and developing successful private practices. Experience in marketing new programs, using print media, television and radio as well as frequent appearances before professional audiences.

Specialties: Managed Care Management; Private Practice Development; Academic Institution Leadership; Inpatient Hospital Residency Program Development; New Hospital Program Development; Change Management in Hospitals, Practice Groups leadership, Health Plans, Developing Programs for the Seriously Mentally Ill, Developing Healthcare Programs.

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Within Your Reach: Creating A Virtual Healthcare Network

Knowledge Partner

Sponsored by Netsmart

Does your organization have a network expansion and outreach strategy that maximizes your potential to best serve your current clients and expand to reach new populations? Learn how it’s possible today to create a virtually-connected healthcare community to scale services and resources to improve health outcomes at a lower cost for current clients and new, underserved populations.

  • Recognize how creating a virtual healthcare network with telehealth as a key element can improve patient access to your services and expand the number of specialties you serve
  • Learn how to enable integrated care through sharing of authorized health data with other providers in a virtual network for fully-informed diagnosis and treatment
  • Understand how you can use an already-established network to integrate with more than 55 health plan partners, and 70 health system partners and Integrated Delivery Networks (IDNs)
  • Hear use cases for telehealth and virtual healthcare networks across a variety of modalities of care that enable new ways to reach and improve the health of often-underserved persons.

Scott Green

Senior VP & GM, Behavioral Health and CareGuidance, Netsmart

Scott Green is senior vice president and general manager, Behavioral Health and CareGuidance business units at Netsmart. In this role, Mr. Green oversees Netsmart’s solutions and services offerings to the behavioral health, social services, addiction services, IDD and child welfare communities. He also leads the teams charged with aligning the company’s population health, consumer engagement, clinical content, analytics and interoperability strategies and solutions to the user communities Netsmart serves. Green works closely with Netsmart’s product, clinical and operational teams, and drives collaboration with clients to maximize the benefits of their investment in healthcare information technology.

Prior to joining Netsmart, Mr. Green held a variety of positions in the pharmaceutical industry, including roles in government relations, marketing, sales and managed markets. Mr. Green’s experience includes leveraging technology to enable operational and clinical teams to develop and deploy innovative initiatives and programs designed to drive improved standardization of care and outcomes. He has a bachelor’s degree in psychology from Kansas State University and a graduate certificate in healthcare leadership from Park University.

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Matthew Arnheiter

Sr. Vice President, Innovations, Netsmart

Matthew is responsible for leading Netsmart’s innovation initiatives…solutions that can be used near-term but also with an eye toward new paths for healthcare in the future. Some of his current efforts focus on telecollaboration, integrated “whole person” care that encompasses both physical and mental health, data visualization, user experience, and knowledge management.

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A Return On Investment Framework For EHRs: An Analytical Approach From A Large I/DD Service Provider

Technology Demonstration

Sponsored by Welligent

I/DD providers are faced with growing workforce challenges, including high rates of staff turnover, fewer high-skilled workers, dynamic work environments, and higher expectations from regulatory and contracting entities. Staff need efficient and easy to use tools, so they can spend more time providing services. Supervisors and managers need a framework for evaluating the effectiveness of staff, services, quality of care, and compliance. Finally, stakeholders want to know if an EHR can effectively address all of these issues.

This session will present the results of an EHR’s return on investment (ROI), including key areas like staffing to contract, medication administration, healthcare follow-up, incident reporting, and more. Additional topics covered include:

  • A quantitative analysis of numerous organizational efficiencies before and after EHR implementation
  • A qualitative review of strategies used to overcome the challenges facing I/DD providers today
  • A discussion about the future of home and community-based services in an exceedingly regulated healthcare field

Kendra Ellis

Executive Director, Embassy Management

Kendra Ellis is a professional leader with over ten years of experience serving as a member of executive leadership teams. Ms. Ellis is currently employed by Embassy Management, a multi-state provider of ID/DD Residential, Employment and Autism services.  Ms. Ellis is known for being accomplishment driven with a proven history of working with teams to align systems and achieve integration. Ms. Ellis operates with a focus on organic growth and has partnered with stakeholders to develop policies and design innovative services.

In her current role as Executive Director for Idaho, Washington and Oregon Ms. Ellis oversees operations for a variety of service lines including Residential Services for adults, Licensed Residential homes for children, In Home Intensive Services for children and adults as well and Supported Employment programs.

Ms. Ellis entered the human service field with a passion for advocating for adults and children with developmental and intellectual disabilities. She fulfills this mission through her leadership and legislative advocacy on a local, state and national platform. Throughout her career, she has remained focused on the service needs of each person as a unique individual. Ms. Ellis was nominated for the American Health Care Association ID/DD Residential Services Committee in 2016 and is currently serving her second term.  Kendra is a native to the Pacific Northwest, currently calling Seattle, Washington home.

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Michael M. Hailye

Chief Information Officer, Embassy Management

Michael Hailye is Chief Information Officer of Embassy Management, LLC. Providing Behavioral Health services in support of persons with intellectual developmental disabilities, autism, and employment services.  Responsible for business and technology strategy, data and systems integration, and innovation.  Recently implemented business critical software systems including Salesforce, Microsoft Power BI Business Analytics, Dynamics, and Piloting the Welligent EHR.

Mr. Hailye was the former Chief Information Officer of Phoenix House, Inc. a nonprofit healthcare organization helping people recover from substance abuse and related mental health disease. Responsible for all aspects of Technology, including strategy, business alignment, organization and staffing, vendor relationships, and implementation and operations. 2008 to 2015.

Prior to joining Phoenix House, he was a Senior Manager at Ernst & Young IT, leading their New York IT Effectiveness advisory services practice from 2002-2008.  Michael advised Fortune 1000 organizations with IT strategy development, organizational change management, IT governance, IT spending management, and technology architecture.

During 1999 – 2002, Michael was a member of Arthur Anderson’s Technology Risk Services practice, based in New York, and built and led their New York computer forensics services. Michael served four years as a commissioned officer in the United States Air Force.  Graduate of the United States Air Force Officer Training School. S. Aeronautical Engineering, Rensselaer Polytechnic Institute, and M.S. Aerospace Engineering, University of Michigan

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11:15 am - 12:30 pm

The Return On Investment Of Health Homes & Medical Homes

Breakout Session

Health homes and medical homes are increasingly viewed as strategies to help address escalating health care costs and fragmented care delivery. In this session, we will explore the health home concept and its potential to improve quality while reducing costs. The session will include:

  • A trends update on existing state health home programs and plans to implement new health home programs in the future
  • A review of health home program outcomes and value
  • A discussion with health plans and provider organizations about the future of health home programs

Athena Mandros

Market Intelligence Director, OPEN MINDS

Athena Mandros brings over five years of experience in research and publication to the OPEN MINDS team. She currently serves as the Director of OPEN MINDS Market Intelligence team. In this role, she is responsible for the research, analysis, and development of all special Market Intelligence Reports and resources produced by the OPEN MINDS team. Some of the topics of the briefing reports include non-traditional Medicaid expansion, State Innovation Model (SIM) Grants, and permanent supportive housing.

Ms. Mandros is also the editor of the OPEN MINDS Behavioral Health System State Profile series. The series is an annually updated market intelligence report on mental health and addiction treatment financing in each of the fifty states. The content of the profile series includes Medicaid managed care and fee-for-service enrollment numbers, top health plans, description of the Medicaid delivery system, behavioral health covered services and carve-outs, core coordination models utilized by the state such as health homes or ACOs, and a description of the dual eligible delivery system.

In addition to her work on these key market intelligence publications, Ms. Mandros serves as a resource for OPEN MINDS customers on state Medicaid policy, with a particular emphasis on behavioral health, developmental disabilities, long-term care, and corrections. Ms. Mandros tracks changes to state Medicaid programs, synthesizes state information to follow and analyze trends, and creates publications detailing state delivery systems and upcoming changes.

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Alyssa Brown, J.D.

Deputy Director, Planning Administration, Office of Health Care Financing, Maryland Department of Health and Mental Hygiene

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David Wawrzynek, MS, MBA

Chief Financial Officer, Spectrum Human Services

David E. Wawrzynek MS, MBA is Senior Vice President for Finance and Chief Financial Officer at Spectrum Health and Human Services which is a private, non-profit community behavioral health organization, recognized as one of the most effective behavioral healthcare providers in Western New York. David has more than 37 years’ experience in public behavioral health and in his career has worked as a Substance Abuse Counselor, Mental Health Clinician/Supervisor, Clinical Program Director and Executive Management CFO. David has joined his clinical training and experience with his business/financial training and experience to bring a unique perspective and set of skills to the efficient and effective management of behavioral health services. In recent years David has been concentrating on the development of analytic modeling tools, communication platforms, and knowledge management supports to transform raw data into meaningful information to enable more effective strategic and operational insights and decision-making.

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How To Manage A Community-Based Workforce

Breakout Session

As community based services grow, the challenges of workforce management become more significant. Supervisory training, open communication, empowerment of front line staff, peer mentoring, and minimizing turnover are a few examples of the challenges organizations face when managing a community based workforce when all services are home-based. In this session, we will cover:

  • The health and human service market trends impacting staffing models, organizational culture, and workforce management
  • Best practices in managing a community-based workforce
  • A discussion with provider organizations about the challenges of managing a community-based workforce

Annie Medina, MBA, ACNP-BC

Senior Associate, OPEN MINDS

Annie Medina, MBA, ACNP-BC, brings over ten years of experience in the health and human services industry to the OPEN MINDS team. Her expertise spans both clinical and operational functions and is focused in business operations, strategic planning, project management, training and curriculum development, and policy and procedure design. Ms. Medina currently serves as OPEN MINDS Executive Vice President of the Consulting Practice. In addition to her work with OPEN MINDS, Ms. Medina is a Hospice Nurse Practitioner for Crater Community Hospice.

Prior to joining the OPEN MINDS team, Ms. Medina was the Chief Operating Officer for Poplar Springs Hospital, a member of Universal Health Services, based in Petersburg, Virginia. In this role, she was responsible for performance improvement, policy and procedure creation, and strategy development and implementation for the hospital’s Joint Commission and CMS regulatory surveys. Prior to this role, Ms. Medina was a MBA intern for the Popular Springs CEO where she focused on business development, process improvement, training tool development and evaluation of newly offered programs.

Previously, Ms. Medina served as a Nurse Practitioner (NP) for both Hospitalist Consultants, Inc. and for VCU Health System. At Hospitalist Consultants, she was an Internal Medicine NP. As a hospitalist, she provided medical care to patients in Tucker’s Psychiatric Hospital and educated psychiatric nurses regarding the patients’ diagnoses and medical needs. At VCU, Ms. Medina was an Emergency Department NP, where she provided care to patients at a Level I Trauma Center. Additionally, she was a provider in the observation unit, a 10-bed patient unit attached to the Emergency Department, and coordinated clinical care for patients who would otherwise be medical inpatients.

Complementing her past experience, Ms. Medina remains highly involved in professional organizations and is currently a member of the Virginia Council of Nurse Practitioners, Sigma Theta Tau Honors Society of Nursing, and American College of Healthcare Executives. She was recognized in the 2011 cohort of “40 under 40” by the Virginia Nurses Foundation for activities that support her profession and community.

Ms. Medina earned her Master of Business Administration focused in Health Sector Management and Bachelor of Science in Psychology from College of William & Mary. She also earned a Master of Science in Nursing (Acute Care Advanced Practice) and a Bachelor of Science in Nursing from Virginia Commonwealth University, and later went on to teach both nursing students and medical students at the school. Ms. Medina is a registered nurse (RN) in Virginia with multistate authority and is a registered acute care nurse practitioner (ACNP-BC) in Virginia.

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Boris Vilgorin

Healthcare Strategy Officer, NYU McSilver Institute

Boris Vilgorin currently works at the McSilver Institute for Poverty Policy and Research at New York University Silver School of Social Work as the Health Care Strategy Officer providing technical assistance to all publicly funded mental health and substance abuse agencies in New York State transitioning to Managed Care and Value Based Services. Mr. Vilgorin currently is an Adjunct Lecturer at New York University Silver School of Social Work and Columbia University School of Social Work. He is a graduate of City College of New York with Bachelor of Arts in Psychology and the Baruch College with a Masters of Public Administration, Executive Program.  He has over 20 year career in Health and Human Services. Mr. Vilgorin was formerly the Vice President Managed Care & Business Development, overseeing Managed Care Contracts and Services for F•E•G•S behavioral health network which covered New York City and Long Island. It consisted of an array of programs serving persons with either mental illness or developmental disabilities – or both. In this position, he supported clinical, residential and health home programs. Mr. Vilgorin also assisted in the design and development of new business opportunities. In the past 10 years, Mr. Vilgorin was instrumental in designing and implementing projects that ranged from $1 million to $40 million.  Mr. Vilgorin was part of New York State Office of Mental Health Clinic Restructuring Stakeholder Workgroup and involved in implementation of New York State Department of Health Chronic Illness Demonstration Project, PROS and Health Home services. In addition, Mr. Vilgorin served in number of DSRIP/PPS Senior/Executive Committees and on a Board of Independ Practice Association (IPA). Prior to coming to FEGS, Mr. Vilgorin worked at Magellan Behavioral Health. At Magellan, Mr. Vilgorin implemented and supervised Call Center services, was part of development and implementation team and served as contract manager for ambulatory care network for the metropolitan region.

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Chris Copeland

Chief Operating Officer, The Institute for Community Living (ICL)

Mr. Copeland joined ICL in 2011. He has over 30 years of clinical and administrative experience both in the United States and England. Mr. Copeland received his social work degree in England in 1985 where he worked in inner city projects and subsequently as an administrator for a psychiatric social work team at St James University Hospital in Leeds, England. Mr. Copeland moved to Maine in 1993 where he took progressively more responsible positions at Tri-County Mental Health Services, assuming the position of CEO in 2005. In addition to leading the agency through serious financial stress, Mr. Copeland was also very active at a state level, being voted the President of the Maine Association of Mental Health Services. Mr. Copeland’s expertise is in combining the need for fiscal responsibility with clinical excellence, particularly when funding and resources are severely compromised. He is also a recognized expert in the role that trauma plays in seeking and receiving social and health care, and transforming service systems to be trauma informed.

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12:30 pm - 2:00 pm

Lunch On Your Own

Networking

Data Creators Vs. Data Consumers: Facilitating Data Driven Decision Making In Behavioral Health

Invitation-Only Lunch

Sponsored by TenEleven Group

Can you be an outcomes-driven organization without an army of data whizzes? Yes! Yes you can!

To operate as an effective data-driven organization, you need to understand the separation between the two key roles; Data Creator and Data Consumer. Tristan Keelan, the Marketing Strategist from TenEleven Group will draw on his experience working with behavioral health analytics projects to discuss the fundamental differences between Creators and Consumers.

This presentation will help you better understand how to harness the analytical talent you have, and deploy it for effective use of analytics across your entire agency. Outcomes reports for clinicians need to look and behave different than reports for an insurance payer, or for your board of directors. But you don’t need an army of analytic talent to create them – just good Data Creators.

Join us for lunch to learn how to identify the Data Creators and Data Consumers in your agency, and how to bridge the gap between them.

 

Tristan Keelan

Marketing Strategist, TenEleven Group

Tristan Keelan is the Marketing Strategist at TenEleven Group. Tristan holds a BA in English from Elmira College and an MBA from St. Bonaventure University. He uses his experiences working in Government, Non-profit National Service, and Banking to bring business process and analytics driven insights to the behavioral health industry.

Tristan is the Co-Author of the TenEleven training course Data, Analytics, & You, which explores how to manipulate your EHR data in a business analytics tools for maximum visibility into behavioral health agency outcomes. In this capacity Tristan is responsible for delivering training that is designed to help behavioral health agencies incorporate analytics into their strategic plan and management of clinical outcomes measures.
You can read blog posts from Tristan here.

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2:00 pm - 3:15 pm

Challenges In Making Mergers & Acquisitions Work

Breakout Session

In recent years, studies have shown mergers to have a high failure rate – sometimes failing as often as 50%-90% of the time. However, economies of scale and organizational size are an integral part of strategy for health and human service organizations. The question – how to develop a merger and acquisition plan that makes your organizational strategy successful. In this crucial session, we will discuss how to overcome the challenges of making mergers and acquisitions work.  including:

  • Best practices through the merger and acquisition process
  • The challenges of managing a bigger and more diverse organization after the merger
  • Case study presentations from executives who have made their mergers and acquisitions work

Ken Carr

Senior Associate, OPEN MINDS

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.

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Danita Johnson Hughes, Ph.D.

President & CEO, Edgewater Health

As Chief Executive Officer, Dr. Danita Johnson Hughes leads Edgewater Health in providing behavioral health care, primary care and child welfare services to residents of Gary and Northwest Indiana. Her ultimate goal is to help make a measurable difference in community health and well-being.  She specializes in organization transformation and has had much success in managing organizations through challenging times.  Edgewater Health has enjoyed much success for more than 20 years under her leadership.  Some of the more recent examples include the following: In January 2014, Edgewater Systems opened the doors to a new $16M housing complex for homeless individuals.  In July 2015, the organization opened the Rapid Access Center (RAC), the first of its kind in Indiana, for persons experiencing an acute psychiatric episode. In August of 2016, Edgewater began operating its newly acquired primary care practice with locations in both Gary and Griffith, Indiana.

Danita is the recipient of numerous awards including the state of Indiana Governor’s Distinguished Hoosier Award.  She is a 2013 inductee into the Northwest Indiana Business & Industry Hall of Fame.

In addition to being a healthcare industry executive, Dr. Danita Johnson Hughes is a speaker, author and entrepreneur.  Through her professional work, keynotes, writing and philanthropic activities, she inspires people to dream big and understand the role personal responsibility plays in achieving success.

Dr. Hughes is a graduate of Indiana University with both Bachelors and Master’s degrees in Public Administration.  She also holds a Master’s degree in Social Service Administration and a Graduate Certificate in Health Administration and Policy from the University of Chicago.  Additionally, she earned a Ph.D. from Walden University.

Dr. Hughes is very active in professional and civic activities. She is an avid runner and fitness enthusiast.  She has completed 6 marathons.  Dr. Hughes is also an award winning porcelain doll artist.  As a doll artist and collector, her collection consists of over 300 dolls.  She enjoys gardening as well.

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Nicholas C. Riehl, J.D., MBA

VP of Corporate Development and General Counsel, ncgCARE

Nick joined ncgCARE in 2015 to assist the team in corporate development, specifically mergers and acquisitions. Nick had previously served as Chief Operating Officer of Community Alternatives, Inc., a company providing community based behavioral health services in western Pennsylvania.
Mr. Riehl earned his bachelor’s in business management from Saint Vincent College in Pennsylvania, his MBA and Juris Doctor from the University of Akron. Mr. Riehl is licensed to practice law in the Pennsylvania and is registered to provide corporate counsel in Virginia. He currently serves on the Board of Directors of the Pennsylvania Council for Children, Family, and Youth Services, an organization representing human service providers across the state.

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David C. Guth, Jr.

Chief Executive Officer, Centerstone

David Guth is Chief Executive Officer and co-founder of Centerstone, one of the nation’s largest behavioral healthcare providers. The non-profit organization, headquartered in Nashville, Tennessee, serves nearly 142,000 individuals in facilities in Florida, Illinois, Indiana and Tennessee, and nationwide through our national provider network.

Guth has served in the capacity of chief executive for Centerstone since 1991. With 40 years of behavioral healthcare experience, 32 in executive leadership, his experience and expertise comprise a vast number of areas, both business and clinical. He has presented extensively before national and international audiences on the adoption of information technology in the healthcare industry, the integration of behavioral and primary healthcare, and the importance of improving the field of behavioral health through research-driven protocols. His insights on these topics and others have been featured in numerous professional journals.

The National Council for Behavioral Health published Guth’s first book in 2013 (now available in second edition since 2014) on mergers entitled, “Strategic Unions: A Marriage Guide to Healthy Not-for-Profit Mergers.” He has provided merger presentations through both the National Council and state trade associations and has consulted extensively with not-for-profits exploring mergers and with both for-profits and not-for profits in the areas of managing growth and business development. He is currently working on his second book entitled “Nonprofit Governance.”

Under Mr. Guth’s guidance, in 2013 Centerstone announced a joint venture with Unity Physician Partners to improve patient care and enhance the quality of healthcare across the U.S., by creating an environment in which primary care and mental health providers operate within a collaborative and co-located clinical model. Unity Medical Clinics are embedded within select Centerstone facilities today offering coordinated, whole-health care.

He is the recipient of numerous recognitions including the National Council 2010 Visionary Leadership award, and is recognized as one of Health Care’s Power Leaders in the March 2013 Nashville Business Journal.

Guth received his BA in Mathematics from Vanderbilt University and his MSSW in Social Work Administration and Planning from the University of Tennessee.

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Innovative Community-Based Care Models For Consumers With Complex Conditions

Breakout Session

In today’s health care market, there are two parallel paths leading towards community-based care, the proliferation of new technologies that allow for less restrictive care environments and the increase of policy and payer interest in community-based service models as a cost saving measure. These issues, coupled with increasing consumer desire for more community-based care, have led to a new service delivery landscape. In this session, we’ll discuss:

  • The market trends driving new community-based care models
  • How organizations serving consumers with complex conditions can build a sustainable strategy for community-based program models
  • Examples of provider organizations that are successfully shifting services to community-based care settings

Annie Medina, MBA, ACNP-BC

Senior Associate, OPEN MINDS

Annie Medina, MBA, ACNP-BC, brings over ten years of experience in the health and human services industry to the OPEN MINDS team. Her expertise spans both clinical and operational functions and is focused in business operations, strategic planning, project management, training and curriculum development, and policy and procedure design. Ms. Medina currently serves as OPEN MINDS Executive Vice President of the Consulting Practice. In addition to her work with OPEN MINDS, Ms. Medina is a Hospice Nurse Practitioner for Crater Community Hospice.

Prior to joining the OPEN MINDS team, Ms. Medina was the Chief Operating Officer for Poplar Springs Hospital, a member of Universal Health Services, based in Petersburg, Virginia. In this role, she was responsible for performance improvement, policy and procedure creation, and strategy development and implementation for the hospital’s Joint Commission and CMS regulatory surveys. Prior to this role, Ms. Medina was a MBA intern for the Popular Springs CEO where she focused on business development, process improvement, training tool development and evaluation of newly offered programs.

Previously, Ms. Medina served as a Nurse Practitioner (NP) for both Hospitalist Consultants, Inc. and for VCU Health System. At Hospitalist Consultants, she was an Internal Medicine NP. As a hospitalist, she provided medical care to patients in Tucker’s Psychiatric Hospital and educated psychiatric nurses regarding the patients’ diagnoses and medical needs. At VCU, Ms. Medina was an Emergency Department NP, where she provided care to patients at a Level I Trauma Center. Additionally, she was a provider in the observation unit, a 10-bed patient unit attached to the Emergency Department, and coordinated clinical care for patients who would otherwise be medical inpatients.

Complementing her past experience, Ms. Medina remains highly involved in professional organizations and is currently a member of the Virginia Council of Nurse Practitioners, Sigma Theta Tau Honors Society of Nursing, and American College of Healthcare Executives. She was recognized in the 2011 cohort of “40 under 40” by the Virginia Nurses Foundation for activities that support her profession and community.

Ms. Medina earned her Master of Business Administration focused in Health Sector Management and Bachelor of Science in Psychology from College of William & Mary. She also earned a Master of Science in Nursing (Acute Care Advanced Practice) and a Bachelor of Science in Nursing from Virginia Commonwealth University, and later went on to teach both nursing students and medical students at the school. Ms. Medina is a registered nurse (RN) in Virginia with multistate authority and is a registered acute care nurse practitioner (ACNP-BC) in Virginia.

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Nancy Wexler, DBH, MPH

Director, Innovation and Collaborative Care, Banner University Health Plans

Nancy Wexler, DBH, MPH is the Director of Innovation and Collaborative Care for the University of Arizona Health Plans in Tucson, Arizona, where since 2012, she has developed integrated care delivery and population health payment models aimed at improving the quality, value, and experience of care. Prior to this, she spent almost 10 years at two Arizona Federally Qualified Health Centers where she developed and managed integrated health programs in the areas of school-based health, primary care behavioral health, oral health, and community-based services and before that, worked in the arena of child abuse prevention and family support. She is a graduate of the University of Wisconsin-Madison in the History of Science, received her Master’s Degree in Public Health from the University of Arizona, and completed a Doctorate of Behavioral Health Management at Arizona State University where she concurrently earned a graduate certificate in Healthcare Innovation.

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Kristin Cline, MS, LPC, CAADC

Clinical Lead Specialist, Merakey

Kristin has dual Masters of Science degrees in School Psychology and Mental Health Counseling.  She is a Licensed Professional Counselor and a Certified Advanced Alcohol and Drug Counselor from Pittsburgh, PA.  Kristin is the Clinical Lead Specialist for five of the Merakey Dual Diagnosis Treatment Teams (DDTT).  She provides support by conducting case consultations, record reviews and fidelity audits (to ensure teams are adhering to the DDTT Service Model).  Kristin also works with the Quality Improvement team at Merakey to analyze outcomes related to service delivery and the DDTT KPIs.  She works with the Clinical Director to create trainings and also provides education to staff related to evidence based practices for supporting dually diagnosed individuals (mental health/IDD).  She is also a member of the DDTT Steering Committee, and sits on several subcommittees including those related to NADD Accreditation and practices.

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Kevin Kumpf, Ph.D., LPC, NCC, ACS

DDTT Clinical Director, Merakey

Dr. Kumpf received his PhD in Counselor Education & Supervision from Duquesne University; he is also a National Certified Counselor, Approved Clinical Supervisor, and a Licensed Professional Counselor from Pittsburgh, PA.  Dr. Kumpf is the Clinical Director for all nine of Merakey’s Dual Diagnosis Treatment Teams (DDTTs).  He provides clinical and administrative supervision to both of the DDTT Clinical Lead Specialists and he also works collectively with Merakey’s administration to develop innovative supervisory interventions that are used to enhance the efficacy of the DDTT program collectively.  Dr. Kumpf is an acting member of the DDTT Steering Committee, which supports the DDTTs by updating the DDTT service model, audit tools, outcome tools, policies, procedures, etc.  Dr. Kumpf is also the lead clinical consultant for several Merakey subcommittees such as the NADD Accreditation Subcommittee, and the Clinical Case Review Subcommittee.  Dr. Kumpf has taught at the University level for over 10 years as an Adjunct Professor of Counseling within Duquesne University’s Counselor Education Program as well as California University of Pennsylvania’s Counselor Education Department.  Dr. Kumpf is a practicing martial artist of 34 years and currently holds a 6th degree black belt (Renshi-Go) in Isshinryu Karate through the Isshinryu Karate Association (IWKA) in Okinawa, Japan. He is a 7 time IWKA World Karate Champion, and he currently sits on the Board of Directors for the Isshinryu Karate Academy of Pittsburgh as well as the William H. Duessel Affiliation (WHD). Dr. Kumpf is recognized as a national and international authority on Isshinryu Karate and he continues to represent the IWKA and the WHD Affiliation by teaching seminars nationally on a range of martial arts related topics including kata/kobudo, self defense, and kumite.

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3:30 pm - 4:30 pm

Incorporating Innovation Into Everyday Operations: A New Strategy For Sustainability

Plenary

Competitive advantage in a performance-based market depends on the ability of organizations to innovate – and take successful innovation to scale. Join Monica E. Oss, Chief Executive Officer, OPEN MINDS for her can’t-miss institute closing keynote session, where she will review highlights from the week’s events, summarize the key takeaways from the institute agenda, and discuss the innovation challenge for specialty provider organizations. Her session will help attendees:

  • Understand the innovations and practices that are shaping (and reshaping) the field
  • Challenge your assumptions about impediments to innovation – and catalyze change in the experience and delivery of services at your organization
  • Identify the core organizational competencies needed for rapid cycle innovation

Monica E. Oss

Chief Executive Officer, OPEN MINDS

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past two decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.

 

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4:30 pm - 5:00 pm

Closing Remarks & Raffle Prize Drawings In The Institute Exhibit Hall

Closing Remarks


9:00 am - 12:00 pm

Best Practice Service Line Development: An OPEN MINDS Seminar On New Service Line, Design, Development, & Launch

Executive Seminar

In the current environment of changing consumer expectations and new financial models, one essential skill that all executives need to master is the ability to evaluate and modify current services – and to develop new services to meet the challenges and opportunities in the market. In this exciting session, we will review everything you need to know about developing a new service line. We will review how to analyze current service lines and determine strategic options for diversification, a structured approach for selecting new services for your organization and ensuring they are financially sustainable, a target costing model for launching new services, and a structured service line feasibility analysis and development process.

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

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.

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