2021 Institute Agenda


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Day One Monday June 14
Day Two Tuesday June 15
Day Three Wednesday June 16
8:00 am - 5:00 pm EDT

The OPEN MINDS Integration Summit: A Tale Of Two Years: New Models For Integrated Care In Today's Post-Pandemic World

Executive Summit

The OPEN MINDS Integration Summit: A Tale of Two Years: New Models for Integrated Care in Today’s Post-Pandemic World is designed to help organizations across the country identify the new drivers to deliver integration resulting from COVID-19, and ensure their teams are prepared for successful implementation in the new normal.

Throughout the day, we will hear case study presentations led by executives who will discuss their integration efforts; review the key competencies organizations will need for integration models coming out of the pandemic; and discuss how to assess whether developing integrated programming should be part of an organization’s strategy.

At the end of the day, we will wrap up with a town hall discussion, where you will have a chance to talk with our presenters, ask questions about their models-challenges & opportunities, and discuss their perspective on the future of integrated care.

John F. Talbot, Ph.D.

Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Senior Associate, OPEN MINDS

John Talbot, Ph.D. has more than 30 years’ experience in all aspects of health care, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board.

Dr. Talbot is currently Vice President of Corporate Strategy at Jefferson Center for Mental Health (JCMH) in Denver, Colorado. In this role, he is responsible for the development and implementation of corporate strategy, strategic alliances and new product development. Dr. Talbot also served as the Vice President of Integration Development for JCMH where he led all new business development opportunities in integrated care and participated in region wide and statewide initiatives.

Prior to his current role, Dr. Talbot served as an Executive Vice President for OPEN MINDS for eight years and provided consultation, training and operational assistance to behavioral health providers, nonprofit organizations, and managed care organizations across the country. His areas of focus for consultation and training include strategic planning, the development of successful strategic alliances, board development, organizational reengineering, operations management, management and leadership development, and change management.

Previously, Dr. Talbot served as the President of Colorado Care Management, a network of agencies providing care to children and families. Dr. Talbot led the development of a coalition of Colorado business executives to address the issues of providing care to abused and neglected children, and the establishment of a nationwide purchasing cooperative for non-profits. The innovative work of Colorado Care Management received national recognition, including participation in a Federal IV-E waiver study that demonstrated measurable superior clinical outcomes.

Dr. Talbot’s additional experience includes serving as the Associate Dean of Operations, the Director of the Master of Health Systems Program, and Adjunct Faculty for University College, University of Denver. He also held a senior management position at Mount Airy Psychiatric Center in Denver, Colorado.

Dr. Talbot has been a featured speaker at a number of national and state venues, and is the former publisher and editor of Today’s Healthcare Manager, a newsletter focusing on leadership and management skills for healthcare managers, and has written numerous articles, manuals, and book chapters.

Dr. Talbot received his Ph.D. from the University of Denver, Master of Occupational Therapy from Western Michigan University, and Bachelor of Science from Loyola University.

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Kelvin McCord

Senior Associate, OPEN MINDS

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9:00 am - 12:00 pm EDT

How To Develop a Strategic Plan: An OPEN MINDS Executive Seminar On Best Practices in Strategy, Portfolio Management, & Scenario-Based Planning

Executive Seminar

In the current health and human service market, executives face uncertainty. This leads many executive teams to either avoid or reluctantly initiate any major strategic initiatives that require long-term commitments. Unfortunately, “waiting for the dust to settle,” isn’t a wise management choice. Regardless of what lies ahead in the market, strategic planning is essential to ensure continued success. A successful strategic planning process will provide your organization with a roadmap – not only for developing plans in uncertain times, but also for putting those plans into action and evaluating their success. In this crucial seminar, we will discuss OPEN MINDS three-phase approach to strategy development, including:

  • The OPEN MINDS best practice approach to building a strategic plan
  • A guide to strategy implementation planning
  • An in-depth review of how to manage strategy implementation for success

Ray Wolfe, J.D.

Senior Associate, OPEN MINDS

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.

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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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1:00 pm - 4:00 pm EDT

How To Build Value-Based Payer Partnerships: An OPEN MINDS Executive Seminar On Best Practices In Marketing, Negotiating, & Contracting With Health Plans

Executive Seminar

Across the country, managed care organizations are successfully delivering treatment services to large populations and doing it in a way that saves states significant sums of money. These demonstrated savings show that value-based reimbursement and managed care arrangements aren’t going anywhere, which means that executives of provider organizations must find a way to position themselves to work closely with managed care companies.

How? By developing relationships with the payers in your market, considering what metrics they are tied to and how you can help them to meet their performance requirements, discussing how you can align programs and services with the goals of the payers and health plans in your market, and providing data that proves your service lines can achieve both high quality outcomes and lower costs. In this crucial seminar, we will discuss:

  • How to start strategic conversations with health plans
  • How to demonstrate your organization’s value in way that will capture health plan’s interest
  • How to secure and optimize service agreements with health plans

Richard Louis

Vice President, OPEN MINDS

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.

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Cathy Gilbert

Senior Associate, OPEN MINDS

Healthcare executive with over twenty years experience in the health care industry including non-profit, government and private insurance with ten years progressively higher level experience in provider networks in behavioral health arena.

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7:30 am - 8:30 am EDT

Registration & Networking Breakfast

Networking


8:30 am - 9:00 am EDT

Welcome & Announcements Of The 2021 OPEN MINDS National Innovation Survey: Innovation Adoption Among Specialty Provider Organizations

Welcoming

During this opening session, OPEN MINDS Chief Executive Officer, Monica E. Oss will kick-off the institute by sharing the results of this year's survey, The 2021 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 2020, by market.

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 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.

 

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9:00 am - 10:00 am EDT

Making Social Service Supports More Than A Referral

Keynote Address

RWJBarnabas Health RWJBH, New Jersey’s most comprehensive academic health care system, with a service region that covers five million of the state’s nine million residents across nine counties, has made the commitment to care management that embraces consumer needs for social supports. In October 2020, Ms. Minus-Vincent led RWJBH’s launch of Health Beyond the Hospital (HBH), a comprehensive program to address social determinants in the care coordination process. The program, which has launched as a pilot with 100,000 consumers served at multiple locations, is expected to be deployed across their entire system in 2022.

In her keynote address, Ms. Minus will share details of the program, the barriers HBH is seeking to breakdown and how they plan to scale up the program.

DeAnna Minus-Vincent

Senior Vice President, Chief Social Integration & Health Equity Strategist, RWJBarnabas Health

DeAnna Minus-Vincent serves as the Senior Vice President, Chief Social Integration and Health Equity Strategist at RWJBarnabas Health. In her role, Ms. Minus-Vincent leads the system’s "Ending Racism, Together". She is responsible for developing, instituting, and monitoring an anti-racist strategy to ensure all RWJBarnabas Health patients and employees are afforded an equitable environment that is free from discriminatory practices. In addition to promoting equity within the walls of the hospital, Ms. Minus-Vincent works with internal and external stakeholders to promote anti-racist policies, design programs and invest in the communities that it serves to promote equitable health, social, and economic outcomes.

Throughout her tenure at the system, Ms. Minus-Vincent has demonstrated programmatic and policy prowess, as well as an affinity for scaling initiatives. She has worked with diverse stakeholders to implement strategies that improve health outcomes and promote health equity. She recently co-designed and launched the system’s new social determinants of health integration initiative, Health Beyond the Hospital (HBH), which will allow physicians to identify social factors contributing to their patients’ health and streamline connection to resources when needed. Ms. Minus-Vincent also oversees the system’s housing and community development initiatives.

Before coming to RWJBarnabas Health, Ms. Minus-Vincent served as the Chief Engagement Officer at Benefits Data Trust, a national social change organization. Additionally, she has served as the Assistant Commissioner for the New Jersey Department of Community Affairs and Director of Planning and Development for the Central Jersey Family Health Consortium. She currently sits on the Board of the Corporation for Supportive Housing and the Housing and Community Development Network of New Jersey. She received a Master of Public Administration from Rutgers University; a Bachelor of Arts in sociology from Morgan State University; and is currently pursuing a Doctorate in Business Administration with a concentration in Strategic Leadership and Innovation from Concordia University, Chicago. Born and raised in Trenton, DeAnna is a native New Jerseyan and lives in Lumberton with her husband, Daryl and daughter, Darynn.

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10:15 am - 11:30 am EDT

Thought Leader Discussion Session With DeAnna Minus-Vincent, Senior Vice President, Chief Social Integration & Health Equity Strategist, RWJBarnabas Health

Thoughtleader Forum

DeAnna Minus-Vincent

Senior Vice President, Chief Social Integration & Health Equity Strategist, RWJBarnabas Health

DeAnna Minus-Vincent serves as the Senior Vice President, Chief Social Integration and Health Equity Strategist at RWJBarnabas Health. In her role, Ms. Minus-Vincent leads the system’s "Ending Racism, Together". She is responsible for developing, instituting, and monitoring an anti-racist strategy to ensure all RWJBarnabas Health patients and employees are afforded an equitable environment that is free from discriminatory practices. In addition to promoting equity within the walls of the hospital, Ms. Minus-Vincent works with internal and external stakeholders to promote anti-racist policies, design programs and invest in the communities that it serves to promote equitable health, social, and economic outcomes.

Throughout her tenure at the system, Ms. Minus-Vincent has demonstrated programmatic and policy prowess, as well as an affinity for scaling initiatives. She has worked with diverse stakeholders to implement strategies that improve health outcomes and promote health equity. She recently co-designed and launched the system’s new social determinants of health integration initiative, Health Beyond the Hospital (HBH), which will allow physicians to identify social factors contributing to their patients’ health and streamline connection to resources when needed. Ms. Minus-Vincent also oversees the system’s housing and community development initiatives.

Before coming to RWJBarnabas Health, Ms. Minus-Vincent served as the Chief Engagement Officer at Benefits Data Trust, a national social change organization. Additionally, she has served as the Assistant Commissioner for the New Jersey Department of Community Affairs and Director of Planning and Development for the Central Jersey Family Health Consortium. She currently sits on the Board of the Corporation for Supportive Housing and the Housing and Community Development Network of New Jersey. She received a Master of Public Administration from Rutgers University; a Bachelor of Arts in sociology from Morgan State University; and is currently pursuing a Doctorate in Business Administration with a concentration in Strategic Leadership and Innovation from Concordia University, Chicago. Born and raised in Trenton, DeAnna is a native New Jerseyan and lives in Lumberton with her husband, Daryl and daughter, Darynn.

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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 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.

 

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Addressing The Issue Of Access: Virtual Behavioral Health Delivery Systems

Topical Case Study

The behavioral health crisis in the U.S. isn’t new, but the pandemic clearly brought it to the forefront. Virtual care models during the current pandemic provided reliable behavioral healthcare at a distance while providing access to care to many. As a result, more and more providers are integrating tech-enabled care into their service lines.

In this session, we will:

  • Discuss how to identify what services should be tech-enabled
  • Walk through the implementation steps
  • Hear from organizations that have solved the problem of access with virtual care

Meena Dayak

Executive Vice President, Market Intelligence, OPEN MINDS

Meena Dayak brings over 20 years of experience in the health and human services field to the OPEN MINDS team. Ms. Dayak currently serves as the Executive Vice President of Market Intelligence. Her areas of expertise include organizational strategy analysis and execution, marketing plan strategy and management, media relations strategy development and implementation, and digital media planning and development.

Before joining OPEN MINDS, Ms. Dayak served as Vice President of Integrated Media and Communications with the American Public Power Association in Washington D.C. In this role, she led strategic planning, branding, and corporate communications, enterprise-wide content management, and internal and external partnership development. Ms. Dayak participated in needs analysis and organizational decision making as part of the senior leadership team. She directed a high-energy team and external contractors in growing industry profiles, services, and impact through award-winning owned, earned, paid, and shared media. Ms. Dayak also directed content creation and dissemination to enable local community outreach by 1,200-member electric utilities.

Previously, Ms. Dayak served as Vice President of Marketing and Communications with National Council for Behavioral Health in Washington D.C. In this role, she directed member marketing, media relations, public education, conference programming, and publishing projects. Ms. Dayak built the department from one staff person to 10 communications and event specialists. She significantly raised the profile of subject matter experts among association staff, board, and members. She also managed relationships with corporate partners, including pharmaceutical and insurance companies. Ms. Dayak also served as the Director of Marketing and Communications for the National Council for Behavioral Health before becoming the Vice President of Marketing and Communications.

Before her time with the National Council for Behavioral Health, Ms. Dayak was the Senior Account Manager and a Copywriter for the U.S. Pharmacopeial Convention in Rockville, MD. Ms. Dayak also served as an Account Manager and Copy writer for O’Connell Meier in Alexandria, VA.

Ms. Dayak attended Harvard University, John F. Kennedy School of Government, Executive Education for Strategic Frameworks for Nonprofit Organizations. She also has an M.A. in Public Communications from the American University, Washington D.C.

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11:45 am - 1:00 pm EDT

Making The Tough Decisions: Knowing When & How

Topical Case Study

Our entire lives are structured around making decisions. Every day we make simple choices, yet the bigger decisions — ones that could have greater impact — can be and most often are, a significant challenge. Tough decisions need to be dealt with head on and at the right time to keep your organization moving forward.

Join us for this session, where we will discuss:

  • Strategies for when you’re struggling to make a decision
  • Tools and processes for decisionmaking
  • Determining the “timing” for effective results

Ray Wolfe, J.D.

Senior Associate, OPEN MINDS

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.

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Online Marketing—Strategies For Success

Best Practice "How To"

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.

Meena Dayak

Executive Vice President, Market Intelligence, OPEN MINDS

Meena Dayak brings over 20 years of experience in the health and human services field to the OPEN MINDS team. Ms. Dayak currently serves as the Executive Vice President of Market Intelligence. Her areas of expertise include organizational strategy analysis and execution, marketing plan strategy and management, media relations strategy development and implementation, and digital media planning and development.

Before joining OPEN MINDS, Ms. Dayak served as Vice President of Integrated Media and Communications with the American Public Power Association in Washington D.C. In this role, she led strategic planning, branding, and corporate communications, enterprise-wide content management, and internal and external partnership development. Ms. Dayak participated in needs analysis and organizational decision making as part of the senior leadership team. She directed a high-energy team and external contractors in growing industry profiles, services, and impact through award-winning owned, earned, paid, and shared media. Ms. Dayak also directed content creation and dissemination to enable local community outreach by 1,200-member electric utilities.

Previously, Ms. Dayak served as Vice President of Marketing and Communications with National Council for Behavioral Health in Washington D.C. In this role, she directed member marketing, media relations, public education, conference programming, and publishing projects. Ms. Dayak built the department from one staff person to 10 communications and event specialists. She significantly raised the profile of subject matter experts among association staff, board, and members. She also managed relationships with corporate partners, including pharmaceutical and insurance companies. Ms. Dayak also served as the Director of Marketing and Communications for the National Council for Behavioral Health before becoming the Vice President of Marketing and Communications.

Before her time with the National Council for Behavioral Health, Ms. Dayak was the Senior Account Manager and a Copywriter for the U.S. Pharmacopeial Convention in Rockville, MD. Ms. Dayak also served as an Account Manager and Copy writer for O’Connell Meier in Alexandria, VA.

Ms. Dayak attended Harvard University, John F. Kennedy School of Government, Executive Education for Strategic Frameworks for Nonprofit Organizations. She also has an M.A. in Public Communications from the American University, Washington D.C.

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12:30 pm - 2:00 pm EDT

Lunch On Your Own

Networking


2:30 pm - 3:45 pm EDT

Challenges In Making Mergers & Acquisitions Work

Topical Case Study

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
  • Presentations from executives of private equity firms that will share their experiences making mergers and acquisitions work

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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Gain A Competitive Advantage—Make The Most of Your Website

Best Practice "How To"

Your organization's website can be the public face of your business with consumers, and during the pandemic the website as a "digital front door" has become even more important. The website should be a one-stop portal for patients to communicate with their provider, including helping them understand your organization's services and mission, locate a doctor, make an appointment, understand payment capabilities, and, in general, come away with a good online experience. In this session we'll discuss how a website can be more than just a functional necessity and become a marketing advantage. Join us for this illustrative session where we will explore best practices in evaluating and improving your organization’s website.

Kelvin McCord

Senior Associate, OPEN MINDS

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4:00 pm - 5:00 pm EDT

Managing Capitated Contracts: A Discussion With Health Plans & Providers

Executive Roundtable

The business model for health and human service organizations has changed and continues to change. Today’s models are linking health plan and provider organization reimbursement to value – incorporating cost, consumer health outcomes, and consumer experience into the payment equation. This shift poses many challenges.

In this discussion session, we’ll hear from health plans and providers on balancing the needs of their consumers with the needs of health plans and organization’s financing arrangements.

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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5:00 pm - 6:00 pm EDT

Executive Networking Reception

Networking


8:00 am - 9:00 am EDT

Networking Breakfast

Networking


9:00 am - 10:00 am EDT

Keynote

Keynote Address


10:15 am - 11:30 am EDT

Thought Leader Discussion Session With Keynote

Thoughtleader Forum

Meena Dayak

Executive Vice President, Market Intelligence, OPEN MINDS

Meena Dayak brings over 20 years of experience in the health and human services field to the OPEN MINDS team. Ms. Dayak currently serves as the Executive Vice President of Market Intelligence. Her areas of expertise include organizational strategy analysis and execution, marketing plan strategy and management, media relations strategy development and implementation, and digital media planning and development.

Before joining OPEN MINDS, Ms. Dayak served as Vice President of Integrated Media and Communications with the American Public Power Association in Washington D.C. In this role, she led strategic planning, branding, and corporate communications, enterprise-wide content management, and internal and external partnership development. Ms. Dayak participated in needs analysis and organizational decision making as part of the senior leadership team. She directed a high-energy team and external contractors in growing industry profiles, services, and impact through award-winning owned, earned, paid, and shared media. Ms. Dayak also directed content creation and dissemination to enable local community outreach by 1,200-member electric utilities.

Previously, Ms. Dayak served as Vice President of Marketing and Communications with National Council for Behavioral Health in Washington D.C. In this role, she directed member marketing, media relations, public education, conference programming, and publishing projects. Ms. Dayak built the department from one staff person to 10 communications and event specialists. She significantly raised the profile of subject matter experts among association staff, board, and members. She also managed relationships with corporate partners, including pharmaceutical and insurance companies. Ms. Dayak also served as the Director of Marketing and Communications for the National Council for Behavioral Health before becoming the Vice President of Marketing and Communications.

Before her time with the National Council for Behavioral Health, Ms. Dayak was the Senior Account Manager and a Copywriter for the U.S. Pharmacopeial Convention in Rockville, MD. Ms. Dayak also served as an Account Manager and Copy writer for O’Connell Meier in Alexandria, VA.

Ms. Dayak attended Harvard University, John F. Kennedy School of Government, Executive Education for Strategic Frameworks for Nonprofit Organizations. She also has an M.A. in Public Communications from the American University, Washington D.C.

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Developing Capitated Rates for Health Plans

Best Practice "How To"

Thoroughly understanding how to develop capitated 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 capitated rate payment model and will include:

  • The drivers of the move to capitated rates and other value-based reimbursement models
  • A guide to developing a capitated rate proposal and preparing your organization for managing case rate contracts
  • Examples of successful capitated 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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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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11:30 am - 1:15 pm EDT

Lunch On Your Own

Networking


1:15 pm - 2:30 pm EDT

Rapid New Service Implementation—"Go To Market" Strategies

Best Practice "How To"

The health and human service sector is in flux as we move to the “next normal.” As a result, specialty provider organizations are navigating new service lines for sustainability. Implementing a new service rapidly requires an infrastructure capable of handling change, new approaches to service line evolution, and an executive team capable of managing complexity. In this session, we will discuss how the rapid pace of change in the market has ramped up the process for new service implementation, requiring executive teams to operate with both speed and efficacy.

The session will include:

  • A structured best practice process for expanding and implementing new service lines
  • How to assess your organization’s infrastructure for supporting new service lines
  • Steps to creating a “go to market” strategy

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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Expanding Your Service Portfolio With Elder Care Services

Topical Case Study

As the older adult population increases, so are the number of elderly with behavioral health needs. National and state policies have begun to incorporate behavioral health into aging network services and this network is heavily reliant on the mental health network to provide services for older adults.

In this session, we will:

  • Discuss strategic options for diversifying your service portfolio with elder care services.
  • Learn a structured approach to selecting services and ensuring that they are financially sustainable.
  • Hear from organizations who have incorporated behavioral health services for older adults.

John F. Talbot, Ph.D.

Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Senior Associate, OPEN MINDS

John Talbot, Ph.D. has more than 30 years’ experience in all aspects of health care, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board.

Dr. Talbot is currently Vice President of Corporate Strategy at Jefferson Center for Mental Health (JCMH) in Denver, Colorado. In this role, he is responsible for the development and implementation of corporate strategy, strategic alliances and new product development. Dr. Talbot also served as the Vice President of Integration Development for JCMH where he led all new business development opportunities in integrated care and participated in region wide and statewide initiatives.

Prior to his current role, Dr. Talbot served as an Executive Vice President for OPEN MINDS for eight years and provided consultation, training and operational assistance to behavioral health providers, nonprofit organizations, and managed care organizations across the country. His areas of focus for consultation and training include strategic planning, the development of successful strategic alliances, board development, organizational reengineering, operations management, management and leadership development, and change management.

Previously, Dr. Talbot served as the President of Colorado Care Management, a network of agencies providing care to children and families. Dr. Talbot led the development of a coalition of Colorado business executives to address the issues of providing care to abused and neglected children, and the establishment of a nationwide purchasing cooperative for non-profits. The innovative work of Colorado Care Management received national recognition, including participation in a Federal IV-E waiver study that demonstrated measurable superior clinical outcomes.

Dr. Talbot’s additional experience includes serving as the Associate Dean of Operations, the Director of the Master of Health Systems Program, and Adjunct Faculty for University College, University of Denver. He also held a senior management position at Mount Airy Psychiatric Center in Denver, Colorado.

Dr. Talbot has been a featured speaker at a number of national and state venues, and is the former publisher and editor of Today’s Healthcare Manager, a newsletter focusing on leadership and management skills for healthcare managers, and has written numerous articles, manuals, and book chapters.

Dr. Talbot received his Ph.D. from the University of Denver, Master of Occupational Therapy from Western Michigan University, and Bachelor of Science from Loyola University.

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2:30 pm - 3:00 pm EDT

Raffle Prize Drawing In The Institute Exhibit Hall

Networking


3:00 pm - 4:00 pm EDT

Keynote

Keynote Address

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 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.

 

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