Institute Agenda

1:00 pm – 3:00 pm CT

Virtual Only: Making The Right Technology Investments For Your Organization: An OPEN MINDS Executive Seminar On Technology Strategy, Budgeting & Planning

Virtual Seminar

As technology takes a more central role in the strategy development and sustainability for health and human service organizations, it brings new issues for executive teams to grapple with: What technology to invest in to support the organization and deliver a competitive advantage? How much to spend on technology infrastructure? Who is responsible for technology purchasing, implementation, and optimization?

These are big questions. The range of available technologies and tech-enabled functionality that shape and support strategy is large and growing rapidly. In this session, we will cover the big challenges facing executives as they lead their organization on the path to a tech-driven future, including:

  • How to develop a technology strategy that aligns with your organization’s strategic plan.
  • How to establish a technology budget that allows your organizations to meet its strategic goals.
  • How to apply best practices in technology selection, implementation, and optimization.

This Executive Seminar will be presented in person in New Orleans, Louisiana, June 14, from 9:00 a.m. – 12:30 p.m. CT

Sharon Hicks

Sharon Hicks has more than 30 years of experience in the health and human service field. She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division.   Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization.  She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.

Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work. Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburgh. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.

Carol Clayton, Ph.D.

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


8:00 am – 4:30 pm CT

The 2022 OPEN MINDS I/DD Executive Summit

Summit

The OPEN MINDS 2022 I/DD Executive Summit: Strategies For The ‘Next Normal’: Responding to I/DD At The Crossroads is the “must-attend” summit event for executives at organizations serving people with intellectual/developmental disabilities (I/DD). It is designed to provide both practical and cutting-edge ideas for executives who are growing their organization despite the turbulence of the past two years. This information-packed event will include ways to innovate, integrate, and coordinate services catered to the complexities of this consumer population while laying out a clear picture of the future in I/DD services.
Throughout the day, we will hear case study presentations led by payer and provider organizations who will discuss service delivery in a value-based model, care coordination options for I/DD support organizations and payers, the complexities of dual diagnoses of I/DD with behavioral health, and the intersectionality of I/DD and justice-involved individuals. Attendees will be able to dialogue with presenters, ask questions about challenges & opportunities, and discuss perspectives on the future of I/DD care.

Agenda

9:15am-10:15am: Keynote Address

10:15am-10:30am: Break

10:30am-11:45am: Care Coordination Models For The Most Complex Consumers with I/DD

11:45am-12:00pm: Break

12:00pm-1:15pm: Designing A Service Delivery System For Consumers With I/DD & Complex Medical Needs

1:15pm-2:15pm: Lunch

2:15pm-3:30pm: The Corrections System & The Consumer With I/DD – Innovative Programs

3:30pm-3:45pm: Break

3:45pm-5:00pm: Managed Care & I/DD  Services – Innovative Approaches

Peggy Terhune, Ph.D.

Dr. Peggy Terhune has served at the helm at Monarch since June 1995. As President and Chief Executive Officer she oversees Monarch’s large, statewide network of services for individuals with intellectual and developmental disabilities, mental illness and substance use disorders, serving nearly 30,000 North Carolinians each year.

Under Peggy’s leadership, Monarch has implemented evidence-based and best practices in all areas, has successfully added numerous services, enhanced community integration, improved customer satisfaction, reduced turnover, and has effectively developed programs to serve consumers with multiple disabilities. She has grown the agency significantly, in part, due to the excellence of the supports offered. She diligently pursues her methodology to incorporate continuous improvement within the organization. Peggy has served as an advocate for people with disabilities for more than 40 years and she has often been invited to present at national conferences and technical workshops across the country, particularly on emerging practices that are used at Monarch. She has also served as an adjunct faculty member at Rochester Institute of Technology, Strayer University and is currently teaching at Wingate University.

She is a founding board member of the North Carolina Providers Council and past president of the National Conference of Executives of the Arc. Additionally, Peggy was appointed to the N.C. Department of Health and Human Services Waiver Advisory Committee (DWAC) and has been appointed twice to the N.C. Commission on Mental Health, Developmental Disabilities, and Substance Abuse Services. She is also a board member of the N.C. Council of Developmental Disabilities and was appointed twice by the Governor. Peggy is a past member and officer of the Board of Directors for the National Alliance on Mental Illness (NAMI) North Carolina and former member of the Benchmarks’ Board of Trustees.

Peggy is the recipient of numerous regional and national leadership awards. In 2016, she was the firstever recipient of the Distinguished Professional Award in Diversity and Cultural Competency by The National Conference of Executives (NCE) of The Arc. The award recognizes leaders from The Arc’s national network of nearly 700 chapters that provide innovative programs that meet the needs of the diverse I/DD community.

A graduate of Indiana University, Peggy received a Bachelor of Science degree in Occupational Therapy, she earned a Master of Business Administration (MBA) degree from Rochester Institute of Technology, and a Ph.D. in Curriculum and Teaching with a concentration in Cultural Studies/Human Development/Families from The University of North Carolina at Greensboro. She is culturally competent, and her competencies include a wide range of clinical and administrative skills.

Ray Wolfe, J.D.

Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.

Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.

Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.

Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.

Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.

Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.

Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.

Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.

The 2022 OPEN MINDS Mergers, Acquisitions & Affiliations Summit

Summit

We saw a record number of mergers, acquisitions, and affiliations among organizations serving the complex consumer market in 2020-2021. As the landscape continues to shift in the health and human services space, we will continue to see more activity in this area for specialty provider organizations. As we look back– did these collaborations work? As we look forward – will they work? Strategic partnerships and growth plans will inform the future success of your organization. Join us for an information packed day examining lessens learned from previous mergers, the future of private equity firms, and collaborations and affiliations serving the complex consumer. Learn from industry experts to position your organization for sustainability and growth as we move forward into the “next normal.”

9:00am-10:30am – The Investor Perspective – The Trends & Future Of Investment In The Complex Consumer Market Space

10:45am-12:15pm – National Specialty Provider Organizations – Current Developments & Future Trends

1:15pm- 2:45pm – Affiliation With A Merger- Perspectives From Executives Who Are Making It Work

2:45pm- 4:00pm- Making Mergers & Acquisitions Work – Perspectives From Executives Post-Mergers

Ken Carr

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

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

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

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

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

Joseph P. Naughton-Travers, EdM

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

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

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

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

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


9:00 am – 12:30 pm CT

Making The Right Technology Investments For Your Organization: An OPEN MINDS Executive Seminar On Technology Strategy, Budgeting & Planning

Executive Seminar

As technology takes a more central role in the strategy development and sustainability for health and human service organizations, it brings new issues for executive teams to grapple with: What technology to invest in to support the organization and deliver a competitive advantage? How much to spend on technology infrastructure? Who is responsible for technology purchasing, implementation, and optimization?

These are big questions. The range of available technologies and tech-enabled functionality that shape and support strategy is large and growing rapidly. In this session, we will cover the big challenges facing executives as they lead their organization on the path to a tech-driven future, including:

  • How to develop a technology strategy that aligns with your organization’s strategic plan.
  • How to establish a technology budget that allows your organizations to meet its strategic goals.
  • How to apply best practices in technology selection, implementation, and optimization.

This Executive Seminar will be held virtually June 9 | 1:00 pm – 3:00 pm CT

Carol Clayton, Ph.D.

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

Sharon Hicks

Sharon Hicks has more than 30 years of experience in the health and human service field. She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division.   Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization.  She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.

Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work. Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburgh. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.


1:00 pm – 4:30 pm CT

How To Optimize Technology: An OPEN MINDS Seminar On Getting The Most Value From Your Technology Investments

Executive Seminar

As technology becomes increasingly essential and the range of available technologies and tech-enabled functionality is rapidly growing, organizations are spending more on tech investments. Unfortunately, tech investments often fall short of meeting expectations. However, with proper planning and staff engagement, organizations can position themselves to optimize the value of their tech investments.

In this session, Carol Clayton, Senior Associate at OPEN MINDS will discuss what needs to be addressed to ensure your organization is on the path to maximizing your tech investment, including:

  • How to evaluate new technologies for your organization
  • Engaging staff in a best practice technology evaluation process
  • Determining anticipated financial and non-financial return-on-investments for the
    selected technology
  • Go or No-Go: Moving beyond pilot to full implementation
  • Ensuring implementation success

Carol Clayton, Ph.D.

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

Sharon Hicks

Sharon Hicks has more than 30 years of experience in the health and human service field. She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division.   Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization.  She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.

Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work. Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburgh. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.


5:00 pm – 6:30 pm CT

Thought Leader Networking Reception

Networking Reception

Grab a beverage and unwind with our Summits speakers and attendees as well as the OPEN MINDS team!


7:30 am – 8:30 am CT

Networking Breakfast

Networking

Start your day with coffee and conversation. Join us for an executive networking breakfast where you will have a chance to connect with other executives, and your own team.


8:30 am – 9:00 am CT

Welcome & Announcements Of The 2022 OPEN MINDS National Innovation Survey: Innovation Adoption Among Specialty Provider Organizations

Welcome & Survey Results

During this opening session, OPEN MINDS Chief Executive Officer, Monica E. Oss will kick-off the institute by sharing the results of The 2022 OPEN MINDS National Innovation Survey.

An innovation is defined as a new idea that can be translated into service that creates value (either by improving consumer outcomes or lowering costs). For executives of provider organizations, choosing from the long list of innovations available can be daunting. As a result, OPEN MINDS surveyed executives of provider organizations to understand what program and treatment innovations are gaining the most traction in the field and what innovations can help organizations gain competitive advantage.

The survey looks at program innovations—telehealth, colocation, hospital or ER diversion programs, etc.—and treatment innovations—medication assisted treatment for addiction, peer support specialists, and eCBT, etc. It explores trends in adoption compared to 2021, by market.”

Monica E. Oss

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. 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.

 


9:00 am – 10:00 am CT

Keynote Address

Keynote Address

10:15 am – 11:15 am CT

Thought Leader Discussion

Thought Leader Discussion

Join us for a follow-up session with our keynote speaker. This is a great time to ask questions and continue the conversation.

Evaluating Skilled Nursing Facilities (SNF)-At-Home Models

Topical Case Study

With an aging population and expanding number of Americans with disabilities, there are opportunities to introduce new models of in-home support. While the clinical capabilities of in-home care remain limited, some providers are already looking to expand skilled nursing at-home programs alongside their acute care models. However, as staffing shortages and reimbursement uncertainties continue, some are questioning the long-term viability of patient care inside the home. In this session, we’ll examine the variety and complexities of SNF-at-home models, and how the pandemic has accelerated the public’s acceptance of, and preference for, home health services. This session will cover:

  • A review of SNF-at-home models and the positives & negatives of each
  • Which type of organizations would most greatly benefit from SNF-at-home model implementation
  • Case studies from organizations who advanced SNF-at-home models and the lessons learned expand skilled nursing at-home programs alongside their acute care models. But as staffing shortages and reimbursement uncertanties continue, some are questioning the long-term viability of patient care inside the home. In this session, we’ll discuss the variety and complexities of SNF-at-home models, and how the pandemic has accelerated the public’s acceptance of and preference for home health services. This session will cover:
  • A review of SNF-at-home models and the positives & negatives of each
  • Which type of organizations would most greatly benefit from SNF-at-home model implementation
  • Case studies from organziations who advanced SNF-at-home models and the lessons learned

Chris Watson, Unity Point, Well Sky

Improving Your Net Promoter Scores With Patient Journey Mapping To Improve the Consumer Experience: The Centerstone Case Study

Topical Case Study

The Net Promoter Score® is a widely captured metric for measuring customer experience and has become more popular in recent years. But it has also been met with skepticism, as it provides limited information on how to improve customer experience or even the factors that influence it. Join Debbie Cagle Wells from Centerstone to learn how Patient Journey Mapping helped clear the confusion of NPS, and within the context of actual patient journeys, revealed the qualitative customer behaviors that most impacted their NPS. This session will provide:

  • A deeper look at the simplicity, yet complexity of Net Promoter Score
  • A review of how Patient Journey Mapping analytics can better identify actional insights to improve NPS
  • One provider organization’s experience with Patient Journey Mapping in improving its patients’ experience factors that influence it. Join Debbie Cagle Wells from Centerstone to learn how Patient Journey Mapping helped clear the confusion of NPS, and within the context of actual patient journeys, revealed the qualitative customer behaviors that most impacted their NPS. This session will provide:
  • A deeper look at the simplicity, yet complexity of Net Promoter Score
  • A review of how Patient Journey Mapping analytics can better identify actional insights to improve NPS
  • One provider organization’s experience with Patient Journey Mapping in improving its patients’ experience

Emily Korns, MBA, RDN

Emily Korns, MBA, RDN brings nearly 20 years of health care marketing and communications experience to OPEN MINDS. Having started her career as a Program Manager for the Allegheny County Health Department where she developed and delivered behavior change and education programs designed to prevent chronic disease in vulnerable populations throughout greater Pittsburgh, PA, Ms. Korns brings a similar focus on population health, wellness, and nutrition expertise to OPEN MINDS.

Most recently, Ms. Korns was the Director of Communications and Marketing for Conemaugh Health System in Johnstown, PA, part of Duke Lifepoint Healthcare, where she led marketing communications for the health system’s four hospitals, outpatient clinics, and 40+ physician practices. Ms. Korns managed, executed, and measured the ROI of the department’s $1.4 million budget and served on the executive leadership team. During her tenure with the health system, Ms. Korns directed external media relations, internal communications strategies, and executed digital and social media, advertising, and sponsorship campaigns focused on consumer access. Ms. Korns implemented service line launches, regional expansion projects, and organization change initiatives that led to revenue and EBITDA growth exceeding budget targets.


1:00 pm – 2:15 pm CT

Primary Care For Specialty Provider Organizations – Evaluating The Options

Topical Case Study

As executive teams of specialty provider organizations continuously look at how best to stabilize their revenue base and gain competitive advantage in the “next normal,” adding primary care services is one of the options on the table. With 68% of adults with mental disorders also having chronic health disorders, the market need is growing. In this session, we’ll take a discerning look at what factors drive the important decisions by specialty provider organizations when adding primary care to their service lines, and how best to evaluate the options. This session will cover:

  • Enlightening case studies from specialty provider organizations with experience in adding primary care
  • The methodology to best evaluate service line options
  • Lessons learned to optimize the addition of a primary care service line

Ray Wolfe, J.D.

Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.

Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.

Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.

Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.

Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.

Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.

Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.

Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.

Jim Fiorenzo

Are You The Wrong Size? Making Decisions About How Big Is Big Enough

Executive Roundtable

A question many executive teams in health and human services are grappling with is whether their organization is ‘big enough.’ Organizations need scale for many reasons, including market share, unit cost control, and capital for expansion. But how big is “too big” or “big enough?” In this session, provider organization executives will walk through the process of using strategic planning to answer the question of scale — and identify the best tactics for long term sustainability. This session will cover:

  • The strategy/scale connection
  • Positioning for mergers, acquisitions & affiliations
  • A best practice for MA&A model

Joseph P. Naughton-Travers, EdM

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

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

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

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

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


1:30 pm – 3:45 pm CT

Preparing For CalAIM – Developing A Strategy For Sustainability & Success For Specialty Care & Primary Care In A Changing Medi-Cal Market

Institute

The California Advancing and Innovating Medi-Cal (CalAIM) initiative will implement broad reforms to California’s Medicaid delivery system, programs, and payment methodologies. The policy goals of CalAIM are to reduce system complexity, increase flexibility, improve quality of care, and drive system transformation through the use of value-based initiatives, payment reform, and integrated approaches for behavioral health, addiction treatment, and primary care for complex populations. In the multi-year implementation, some of the provisions go live on January 1, 2022 including new contracts with specialty provider organizations to deliver Enhanced Case Management and Community Supports (In Lieu of Services) for adult SMI populations. The final provisions are projected to go live by 2027.

One big question for executives of specialty care and primary care organizations is how to approach developing a sustainable strategy within the changing Medi-Cal market. As CalAIM unfolds, the fundamentals of sustainability will change for most organizations – including the services delivered, the contracting process, and reimbursement models. Executive teams need to monitor financial strength and service line portfolio performance – and create plans for developing new services for the changing market landscape and addressing issues of capital and scale needed for success.

The session will cover:

  • New service line opportunities for specialty provider organizations and primary care organizations under CalAIM
  • Best practice models for developing strategies for sustainability in a changing Medicaid landscape

A panel discussion of executives of specialty and primary care organizations on their strategic planning and service line development initiatives

Richard Louis III

Richard Louis, III has extensive experience as a behavioral healthcare administrator, business development specialist, and innovator of new service lines for behavioral healthcare organizations and currently serves the Vice President –  Western Region at OPEN MINDS.

Previously, Mr. Louis was the Director of Development – Behavior & Addiction Medicine at Southern California Healthcare Systems Inc. / Prospect Medical. There, he was involved in many consulting projects focused on health care integration, developing new service lines, and health plan contract development. Most recently, he pioneered the development of a series of innovative and profitable integrated behavioral health treatment and population health management solutions that target high cost and complex behavioral health populations. These solutions have shown to reduce payer spend while improving client outcomes for acute care hospital systems, health plans, managed care organizations (MCO), managed service organizations (MSO), managed behavioral healthcare organizations (MBHO), medical groups (IPA) and social service agencies.

Mr. Louis was also the Executive Director of Strategic Development and Planning at Pathways – Molina Healthcare, a national for-profit behavioral healthcare company operating in 23 states. In this role, Mr. Louis developed and launched population health management program strategies that included in-community care management and in-home coordinated care services to reduce hospital readmissions, emergency department (ED) visits, and improve HEDIS scores for national health plans and Managed Care Organizations.

Mr. Louis is also a former Psychiatric Hospital Administrator and Assistant Director of Mental Health for San Bernardino County Department of Behavioral Health in CA, where he was responsible for behavioral health program management, clinical operations, strategic alliances, and outcome-based service delivery models for complex adult and youth populations.

Mr. Louis also served in various positions at College Health Enterprises (CHE), a Los Angeles based for-profit hospital system, most notably serving as Vice President of Government Operations. While in this role, he created the first public sector division for CHE by establishing new service lines, contracts, and new profit/revenue streams. His responsibilities included business and program development as well as administration of inpatient, outpatient, and residential continuums of care for public payers (i.e. county mental health systems, state department of developmental disabilities, county jail, state prison, and federal government agencies).

Mr. Louis is in his 32nd year as an active duty reserve police officer (volunteer) currently holding the rank of Captain, City of Monterey Park Police Department in Los Angeles County. He has worked closely with police, county sheriff’s departments, and healthcare systems to educate and craft “treatment versus incarceration” collaborations promoting treatment and cost-effective crisis triage interventions for persons with mental illness.

Mr. Louis graduated with a Bachelor of Arts in psychology from Whittier College and is a Police Academy Graduate from Rio Hondo College in Whittier, California.


2:15 pm – 3:30 pm CT

Integrating Consumer Apps Into Your Service Delivery System: A Best Practice Approach

Topical Case Study

Mobile health care apps are revolutionizing the health care ecosystem by improving communication, efficiency, and quality of service. Health care apps can be advantageous to the medical industry. Providers and patients can reap the benefits of this technology. Mobile health care apps can be used for online assessments, consultations, diagnosis, appointments, consumer engagement, and patient monitoring. With the increase in smartphone adoption, proliferation of wearables like smart watches and pedometers, and the introduction of powerful technologies like artificial intelligence (AI), blockchain, and IoT in health care apps, numerous provider organizations are evaluating integration of health care apps into their service delivery strategy. In this session, we’ll look at:

  • How mobile apps can benefit health care businesses
  • Popular technology trends that provider organizations should consider for health care mobile app implementation

Paul Duck

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

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

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

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

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

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

Laird Sapir

Laird Sapir brings a diverse background of user-experience design, project management, customer service, and over ten years of web development experience to the OPEN MINDS team. In her current role as Vice President of Web Services, Ms. Sapir leads our team of web developers; brings technical guidance and business practicality to every web-based application that OPEN MINDS develops; and defines a strategic purpose and unique digital brand for each client project that crosses her path.

Prior to her role with OPEN MINDS, Ms. Sapir was the sole proprietor, lead graphic designer, and web developer for Memphis McKay – a boutique marketing firm that primarily served authors, publishing companies, and small businesses. In this role she designed and built over 200 websites and managed the ongoing maintenance for over 100 client sites. She is well-versed in site architecture and planning, responsive design, and various open source technologies such as WordPress, PHP, Javascript, and React. Ms. Sapir has written several widely used open source plugins serving the author community, and has been cited in industry publications such as Torque Magazine and WPMU Dev.

Ms. Sapir is a Le Cordon Bleu-trained chef who has served as a Restaurant Manager and Executive Assistant to the Vice President for Nordstrom. Throughout Ms. Sapir’s history with Nordstrom, she experienced first-hand the importance of having an “ear to the ground” to better understand the customer experience. Ms. Sapir’s tenure with Nordstrom provided unparalleled insight into consumer expectations, preferences, and purchasing patterns – all of which directly translate into optimal user experience best practices.

Ms. Sapir holds a Bachelor of Arts in Sociology from the University of North Carolina at Asheville, in addition to an Associate of Arts in Culinary Arts from the California School of Culinary Arts.

Developing A Hybrid Service Delivery Model – Panning For Virtual, In-Clinic & In-Home Services

Best Practice “How To”

Post-pandemic service delivery is likely going to be a hybrid combination of virtual, in-clinic, and in-home services. Is your organization ready? How does an organization assess where it is with service delivery and strategically identify how to align resources for sustainability to weather change and drive organizational growth? In this session, we’ll discuss the hybrid method to patient care and how it goes beyond just the virtual visit and should provide a more personalized, flexible, and seamless patient journey. We will cover:

  • Models of hybrid service delivery
  • Assessment of service gaps to help plan a hybrid service delivery infrastructure
  • Technologies that will best support and advance hybrid models

Sharon Hicks

Sharon Hicks has more than 30 years of experience in the health and human service field. She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division.   Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization.  She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.

Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work. Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburgh. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.


3:30 pm – 4:45 pm CT

Next Generation Care Coordination For Complex Consumers: Innovative Health Plan Programs

Plenary Panel

Join us in this visionary discussion with a panel of payer executives on the future of health plan care programs for complex patients. Payers are driven by the pressure to deliver value through improved outcomes and lower costs. And consumer expectations and preferences are increasingly being shaped by the digital economy with extreme convenience, information, accessibility, and instant gratification. In this panel we’ll discuss what the future might hold for all stakeholders, and how health plans and providers will partner to create and implement those advancements. In this session, you’ll learn:

  • A preview of in-the-pipeline program innovations from national health plan executives
  • The ‘next big thing’ in novel technologies, and how it might improve the patient experience
  • How payers & providers can better partner to deliver next generation care coordination

Joseph P. Naughton-Travers, EdM, Senior Associate, OPEN MINDS

Joseph P. Naughton-Travers, EdM

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

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

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

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

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


5:00 pm – 6:00 pm CT

Networking Reception

Networking

Grab a beverage and unwind with Institute speakers and attendees as well as the OPEN MINDS team!


8:00 am – 9:00 am CT

Networking Breakfast

Networking

Start your day with coffee and conversation. Join us for an executive networking breakfast where you will have a chance to connect with other executives, and your own team.


9:00 am – 10:00 am CT

Keynote Address

Keynote

Joseph P. Naughton-Travers, EdM

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

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

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

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

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


10:15 am – 11:15 am CT

Thought Leader Discussion

Thought Leader Discussion

Join us for a follow-up session with our keynote speaker. This is a great time to ask questions and continue the conversation.

Joseph P. Naughton-Travers, EdM

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

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

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

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

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


10:15 am – 11:30 am CT

Emerging Hybrid Models For Addiction Treatment

Topical Case Study/Panel Discussion

As we see substance use climb, we are also seeing emerging models of treatment utilizing innovative methods. Our panel of specialty provider organization executives will discuss best practice models for new hybrid addiction treatment programs. As addiction treatment services shift into a blended model of onsite and online, we are seeing a change in how we look at substance use disorder and availability of treatment models. This discussion will also cover how best to measure treatment effectiveness using the metrics and data needed to assess the efficacy of a blended approach to care, and best practices in leveraging technology to deliver care in the “next normal.” In this session, you’ll take away:

  • An understanding of emerging addiction treatment models that best address hybrid needs in the “next normal.”
  • How to maintain patient engagement through online and onsite treatment
  • How to best partner with payers leveraging a hybrid model of addiction treatment

Erin Pressel

Erin Pressel

Improving The Financial Performance Of A Service Line: A Best Practice Approach

Topical Case Study

The increasing pressure on the bottom line of specialty provider organizations requires executives who understand and can adeptly apply the basic principles of effective financial and operations management. To ensure success in today’s environment leaders must simultaneously improve quality and service while reducing expense. In this session, we’ll share proven effective tips, tools, and techniques accumulated from real-world challenges and best practices learned to improve the financial performance and profitability of service lines. In this how-to session we’ll cover: – How best to assess the financial health of your current service lines

  • How to identify financial performance restrictions
  • Tools and methodology to assist in improving service line profitability

Ray Wolfe, J.D.

Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.

Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.

Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.

Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.

Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.

Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.

Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.

Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.

Ken Carr

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

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

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

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

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


1:15 pm – 2:30 pm CT

Quality, Outcomes & Performance – What Metrics Matter?

Executive Roundtable

It’s been said “if you can’t keep score, you can’t be in the game.” But which success measurements are most effective and useful? With increased competition, value-based reimbursement requirements, and the need to show value to health plans, establishing the right performance metrics mix is paramount. An effective performance indicator (KPI) system captures financial and non-financial measures and is driven by structured data based upon an organization’s strategic objectives. This session will cover:

  • Ensuring you have the right data to analyze and turn into meaningful metrics to improve performance
  • A review of the different metrics, and how to prioritize which are most effective
  • How to create a timely and accurate reporting dashboard

Joseph P. Naughton-Travers, EdM

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

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

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

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

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


2:45 pm – 4:00 pm CT

Social Media & Health Care: A Look At The Health Care ‘Presence’ On Facebook, Instagram, YouTube, & TikTok

Best Practice “How To”

Health care has seemingly embraced social media, and it has been incorporated into several health care strategies. Public health leaders realize they can build comprehensive public health care initiatives through social media platforms and social media-driven strategies. This session will look at the current health care presence across each of the most-popular social media platforms, and how that’s impacting the provider-patient experience. In this session, you’ll learn:

  • The benefits and challenges of social media in health care
  • Popular uses of social media to build provider practices and improve patient experiences
  • How the future of health care might be influenced by social media

Nicole Garris

The New Workforce Landscape – Planning For Shorter Tenure

Executive Roundtable

According to a recent estimate from SAMHSA, nearly 4.5 million more behavioral health professionals are needed in the U.S. to provide adequately staffed care for the current population with chronic mental health issues. Adding to the staffing crisis, the current workforce is more likely than ever to ‘test the waters’ for a dream position. So how can health & human service organizations recognize the age of shorter tenures and cultivate a work environment that empowers staff, incorporates cutting-edge technology, and maximizes the time they do have with their current staff? In this Executive Roundtable, hear from prominent provider organization executives as they share:

  • Best practices in recruiting and retaining a longer haul staff
  • Tools to train, empower, and reward your current staff
  • How to create an ’employer of choice’ environment to help attract the best and brightest

Paul Duck

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

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

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

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

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

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


3:45 pm – 4:15 pm CT

Raffle Prize Drawing

Networking

Tim Snyder


4:00 pm – 5:00 pm CT

Closing Keynote

Keynote

Monica E. Oss

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. 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.

 


1:00 pm – 3:00 pm CT

Virtual Only: How To Optimize Technology: An OPEN MINDS Executive Seminar On Getting The Most Value From Your Technology

Virtual Seminar

As technology becomes increasingly essential and the range of available technologies and tech-enabled functionality is rapidly growing, organizations are spending more on tech investments. Unfortunately, tech investments often fall short of meeting expectations. However, with proper planning and staff engagement, organizations can position themselves to optimize the value of their tech investments.

In this session, Carol Clayton, Senior Associate at OPEN MINDS will discuss what needs to be addressed to ensure your organization is on the path to maximizing your tech investment, including:

  • How to evaluate new technologies for your organization
  • Engaging staff in a best practice technology evaluation process
  • Determining anticipated financial and non-financial return-on-investments for the selected technology
  • Go or No-Go: Moving beyond pilot to full implementation
  • Ensuring implementation success

This Executive Seminar will be presented in person in New Orleans, Louisiana, June 14, from 1:00 p.m. – 4:30 p.m. CT

Carol Clayton, Ph.D.

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

Sharon Hicks

Sharon Hicks has more than 30 years of experience in the health and human service field. She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division.   Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization.  She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.

Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work. Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburgh. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.


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