Institute Agenda


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Day One Monday June 1
Day Two Tuesday June 2
Day Three Wednesday June 3
Day Four Thursday June 4
8:00 am - 5:30 pm

The 2020 I/DD Executive Summit: Strategies For The Future

Executive Summit

Join us at this must-attend summit event for executives at organizations serving people with intellectual/developmental disabilities. Learn how to innovate in the face of challenges. Get the information, tools, and resources to build efficient service models and business processes and deliver more effective care. Discuss the future of I/DD. Discover new ways to engage and retain staff to ensure continuity of service. See how innovative technologies are being harnessed to improve care and business processes. Review your readiness to navigate mergers, acquisitions, and affiliations.

View the complete agenda!

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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1:00 pm - 4:00 pm

Succeeding With Value-Based Reimbursement: An OPEN MINDS Executive Seminar On Organizational Competencies & Management Best Practices For Value-Based Contracting

Executive Seminar

Sponsored by The Value Based Care for Behavioral Health Online Community powered by carelogic

The shift from traditional fee-for-service reimbursement models to value-based reimbursement and population health models for specialty provider organizations means it’s no longer business as usual. How do you keep up with current operations, while preparing for the transition? Join us to review the key competencies for value-based reimbursement ­­­-- leadership, organizational infrastructure, financial management, technology functionality, provider network management, clinical performance optimization, and consumer access and engagement. Explore examples of organizations that are prepared for value-based contracts and see how to address gaps in your own readiness.

Ken Anderson

Senior Associate, OPEN MINDS

Kenneth J. Anderson brings to the OPEN MINDS team over 40 years of experience in leadership and management focusing on Medicaid and Medicare programs operated by states, counties and health plans.   Prior to joining OPEN MINDS, Mr. Anderson served as the Vice President of Public Sector Business Development of Optum.  In this role, Mr. Anderson was responsible for Medicaid and Medicare business development activities with states, counties, and health plans.   Mr. Anderson worked with a variety of Optum services including behavioral health management, person-centered care management, and medical-behavioral integration.  And, he was also accountable for developing customer relationships, solution design, proposal development and implementation processes.

In addition to those business development roles, Mr. Anderson was also was involved with internal planning regarding the impact of Medicaid expansion.   He had an active role with analysis of market approaches for  serving people with I/DD conditions, people with criminal justice involvement,  and housing programs.   Mr. Anderson was recognized as Optum’s  “Top Producer” three times with an average annual sales of over $100M.

Mr. Anderson has also served as the Vice President of Public Sector Quality Improvement & Implementations at Optum Health, Public Sector.  In this role, Mr. Anderson lead public sector managed care program implementations and quality initiatives.   He ensured the coordination of services between stakeholders, as well as managing programs to meet customer expectations.   Mr. Anderson also served as the Vice President, Public Sector for United Behavioral Health’s operations in Washington State.   He was responsible for managing the Project Director’s for United’s contracts in the King County (Seattle), Clark County (Vancouver), and Spokane County including budget development, customer relations, and program management.

Before working with United Health Group and Optum, Mr. Anderson was the Managed Care Administrator for California’s Solano County.  In that role, he was responsible for the management of the capitated Medicaid mental health system, two primary care clinics, a dental clinical, family planning and perinatal services, and public health funds for indigent individuals.    He led a department-wide initiative to integrate service delivery across these funding streams.

Mr. Anderson earned his Master of Arts in Psychology from Chapman College, in Orange, California.  He earned his Bachelor of Arts in Math from Colorado College in Colorado Springs, Colorado.

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Drew Di Giovanni

Senior Associate, OPEN MINDS

Drew DiGiovanni, MPH, FACMPE, brings over thirty years of marketing, management, and strategy experience to the  OPEN MINDS team.  This broad knowledge has contributed to his success in service innovation, service line development, and market positioning.

Mr. DiGiovanni previously served as the Vice President of Quality for Premise Health/ CHS Services.  In this role Mr. DiGiovanni led the development and implementation of a performance management program 150 clinic locations in thirty-eight states.  When the organization completed a merger with Take Care, he led the integration plan for 500 service locations.   Throughout his tenure with Premise Health, Mr. DiGiovanni was also responsible for patient satisfaction, clinical quality, risk management, facilities and compliance auditing, operational efficiency and workflow redesign, policy management and document control, and patient safety programming.

Prior to his work with Premise Health, Mr. DiGiovanni served as the Director of Education and Distance Learning for the Medical Group Management Association (MGMA).  During his tenure, he directed a revenue center of over ten million dollars and maintained consistent increase in revenue with a ten to fifteen percent growth yearly.

In this role, Mr. DiGiovanni developed a comprehensive curriculum in ambulatory care administration, with focus on operational efficiency, finance, compliance, and executive leadership.   He also created a professional bootcamp for MGMA.

Earlier in his career, Mr. DiGiovanni served in multiple roles with the Mendocino Community Health Clinic in Ukiah, California including Director of Marketing & Strategic Planning, Director of Operations and Director of Support Services.

In addition to his commercial experience, Mr. DiGiovanni was also an  Associate Professor position at Regis University in Denver.   He developed and taught courses in marketing for for physicians and administrators in the university’s Healthcare MBA program.  Mr. DiGiovanni also co-developed the online curriculum for Healthcare Marketing for the institution.

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6:30 am - 7:30 am

Morning Walk In The French Quarter

Activity

Begin your day by joining us for a refreshing 1.6 mile walk through the French Quarter and see the sights: the Mississippi River, the Audubon Aquarium of the Americas, Woldenberg Park, Café du Monde, the French Market, and Jackson Square! Bottled water to take on your walk will be provided by OPEN MINDS. Meet in the hotel lobby at the Canal Street Entrance.


7:30 am - 8:30 am

Registration & Executive Networking Breakfast

Networking

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


8:30 am - 9:00 am

Welcome & Announcement Of The Results From The 2020 OPEN MINDS National Innovation Survey: Innovation Adoption Among Specialty Provider Organizations

Introduction

During this opening session, OPEN MINDS Chief Executive Officer, Monica E. Oss will open the institute by sharing the results of this year's survey, The 2020 OPEN MINDS National Innovation Survey.

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

Innovation By Design: Capturing Value In Healthcare

Keynote Address

As the President & CEO of the Mental Health Center of Denver, Dr. Carl Clark believes that the ability to lead in health care relies on an organization’s ability to act on innovative ideas, which takes time, resources and discipline. In this keynote address, Dr. Clark will highlight the organization’s Technology Innovation Lab, which tests and implements solutions to leverage technology in a changing healthcare landscape. Using a process called Innovation by Design, Dr. Clark has infused design thinking principles throughout the organization to create a culture of innovation. This focus on innovation has led to nationally recognized projects including Dahlia Campus for Health & Well-Being, Sanderson Apartments & the Co-Responder Program.

In this session you will gain insights necessary to apply the principles of Innovation by Design in your organization, business or network.

Carl Clark, M.D.

President & Chief Executive Officer, Mental Health Center of Denver

As the President & CEO of the Mental Health Center of Denver, Dr. Clark inspires a culture of innovation and well-being by delivering strengths-based, person-centered, culturally- proficient services as well as employing trauma-informed, evidence-based practices. Under his leadership, the Mental Health Center of Denver has recently been named a finalist for a 2018 World Changing Idea Award from Fast Company Magazine, and won the 2018 Excellence in Behavioral Healthcare Management Award from the National Council for Behavioral Health. The Mental Health Center of Denver is proud to be a Denver Post Top Work Place for 7 years running.

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10:15 am - 11:30 am

Thought Leader Discussion Session With Carl Clark, M.D., President & Chief Executive Officer, Mental Health Center Of Denver

Breakout Session

Join us for a follow-up session with our keynote speaker, Carl Clark, M.D., President & Chief Executive Officer, Mental Health Center of Denver. Use this time to ask questions and continue the morning's discussion with Dr. Clark and OPEN MINDS Chief Executive Officer, Monica E. Oss.

Carl Clark, M.D.

President & Chief Executive Officer, Mental Health Center of Denver

As the President & CEO of the Mental Health Center of Denver, Dr. Clark inspires a culture of innovation and well-being by delivering strengths-based, person-centered, culturally- proficient services as well as employing trauma-informed, evidence-based practices. Under his leadership, the Mental Health Center of Denver has recently been named a finalist for a 2018 World Changing Idea Award from Fast Company Magazine, and won the 2018 Excellence in Behavioral Healthcare Management Award from the National Council for Behavioral Health. The Mental Health Center of Denver is proud to be a Denver Post Top Work Place for 7 years running.

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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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Creating A Sustainable Growth Strategy In A Rapidly Changing Market

Breakout Session

To survive and thrive in the world of value-based reimbursement, where increased performance transparency and a greater focus on consumer preference is changing how provider organizations operate, leading with vision and purpose is paramount. Leaders must be able to forecast where the industry is headed and position their organization for success by building a sustainable strategy with the flexibility to pivot when the market changes.

This session will focus on:

  • Developing a new vision for your organization
  • Ensuring a sustainable strategy
  • Putting a plan into action

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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11:45 am - 1:00 pm

Managing To A 10% Margin: Strategies For Increasing & Maintaining Your Organization’s Margins

Breakout Session

Your profit margin is a metric that should always be on your radar since it provides critical information about your organization and answers many questions - Are you making money? Are you pricing your services correctly? Are you providing the right services for your market? Do you need to streamline your operations? In this session, Joe Naughton-Travers, Senior Consultant, OPEN MINDS will lead the discussion on the factors affecting your margins and provide strategic advice and the tools needed to manage to a 10% margin!

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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Demonstrating Organizational Value To Gain A Competitive Advantage

Breakout Session

For today's organizations in the health and human service field, the status quo is not an option for sustainability and success. Organizations must be competitive, be able to demonstrate the unique value they bring to the marketplace, and that they have a greater ability to meet the consumers' needs than their competition.

This session will focus on:

  • Defining and demonstrating your organization's value
  • Differentiating your organization from the competition by evidencing superior performance
  • Case study presentations from organizations that have gained a competitive advantage by demonstrating themselves as a "provider of choice"

Drew Di Giovanni

Senior Associate, OPEN MINDS

Drew DiGiovanni, MPH, FACMPE, brings over thirty years of marketing, management, and strategy experience to the  OPEN MINDS team.  This broad knowledge has contributed to his success in service innovation, service line development, and market positioning.

Mr. DiGiovanni previously served as the Vice President of Quality for Premise Health/ CHS Services.  In this role Mr. DiGiovanni led the development and implementation of a performance management program 150 clinic locations in thirty-eight states.  When the organization completed a merger with Take Care, he led the integration plan for 500 service locations.   Throughout his tenure with Premise Health, Mr. DiGiovanni was also responsible for patient satisfaction, clinical quality, risk management, facilities and compliance auditing, operational efficiency and workflow redesign, policy management and document control, and patient safety programming.

Prior to his work with Premise Health, Mr. DiGiovanni served as the Director of Education and Distance Learning for the Medical Group Management Association (MGMA).  During his tenure, he directed a revenue center of over ten million dollars and maintained consistent increase in revenue with a ten to fifteen percent growth yearly.

In this role, Mr. DiGiovanni developed a comprehensive curriculum in ambulatory care administration, with focus on operational efficiency, finance, compliance, and executive leadership.   He also created a professional bootcamp for MGMA.

Earlier in his career, Mr. DiGiovanni served in multiple roles with the Mendocino Community Health Clinic in Ukiah, California including Director of Marketing & Strategic Planning, Director of Operations and Director of Support Services.

In addition to his commercial experience, Mr. DiGiovanni was also an  Associate Professor position at Regis University in Denver.   He developed and taught courses in marketing for for physicians and administrators in the university’s Healthcare MBA program.  Mr. DiGiovanni also co-developed the online curriculum for Healthcare Marketing for the institution.

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Nicole Lawson, Ph.D.

Deputy Executive Director/ Chief Operating Officer, Oakland Community Health Network

Nicole Lawson, Ph.D., is Deputy Executive Director and Chief Operations Officer of Oakland Community Health Network (OCHN), in Troy, Michigan. She oversees strategic planning and implementation of operational functions and leads practice improvement and outcome-based strategic initiatives. Dr. Lawson received her Bachelor’s degree in counseling psychology from Rochester College, her Master’s degree in counseling psychology from Siena Heights University, and her Doctorate of Philosophy in business administration from Northcentral University. Her leadership and commitment promotes quality services for individuals supported by the public mental health system.
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George Orras, Ph.D.

Chief Executive Officer, Windstone Health Services/Windstone Behavioral Health

Elected Chief Executive Officer in 2014. Responsibilities include direct management of all clinical & operational activities of Windstone Behavioral Health/Windstone Health Services. Duties include oversight of all Windstone Health Departments. Additional duties include program development, strategic innovations, & business expansion efforts along with the creations, development & implementation for new contracts. The company currently provides behavioral health care to over 400,000 geriatric HMO and commercial members in Southern California. Co-owner.

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Joe F. Rutherford, MA, MBA

Chief Executive Officer, Gracepoint

Joseph F. Rutherford, M.A., M.B.A., is the Chief Executive Officer of Gracepoint, Inc., in Tampa, Florida. He has extensive professional experience in managing community-base behavioral service delivery, including financial and technology management.

As CEO of Gracepoint (rebranded from Mental Health Care, Inc.), Joe manages a $36 million community mental health agency. Prior to his current position, Joe served as the Chief Executive Officer of Avita Community Partners, a Georgia community service board. Prior to joining Avita, he was the Assistant Director of Northside Mental Health Center in Tampa, overseeing the administrative functioning at this organization.

Areas of Expertise

  • Administrative and leadership of service provider organization
  • Financial management and design of financial indicator systems
  • Development of funding and clinical program initiatives
  • Managed care implementation and revenue maximization

Professional Highlights

  • Chief Executive Officer of Gracepoint, Inc.
  • Chief Executive Officer, Avita Community Partners
  • Associate Director, Northside Mental Health Center
  • Partner, Behavioral Management Solutions
  • Quality Assurance Director, Helen Ross McNabb Center

Joe’s current focus is the integration of health care within a large Behavioral Health organization. Working closely with local FQHCs and hospital systems, models for care are now being finalized to better coordinate the health care for the patients served. Prior to this, he led the turn-around process necessary for a Georgia Community Service Board suffering from a $4.8 million reduction in funding. Mr. Rutherford also became a certified independent consultant with CMHC Systems, and was involved in management activities ranging from new system implementations to managed care information systems setup.

Mr. Rutherford started his career working as a Licensed Psychological Examiner for the Clinton City School System. After three years in this role, he was appointed as the Assistant Administrator and Director of Quality Assurance for the Helen Ross McNabb Mental Health Center. Mr. Rutherford directed the implementation and management of the first management information system at the McNabb Center.

Born in Knoxville, Tennessee, Mr. Rutherford received his B.A. and Master degrees in psychology in 1979 and 1982 respectively from Tennessee Technological University. In 1995, he completed a Master’s in Business Administration (MBA) with Nova Southeastern University.

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1:00 pm - 2:30 pm

Lunch On Your Own

Networking

The Institute hotel is located in the heart of New Orleans, steps away from many world class restaurants and local favorites. Stop by the registration desk for a listing of restaurants.


2:30 pm - 3:45 pm

Building The Leadership Team For Tomorrow: Balancing Skills & Culture

Breakout Session

It is essential for organizations to evaluate leaders not only on their ability to play a specific role or on their skill set, but also on whether they are a fit in the workplace culture. An ideal leader is someone who has the talent to help the company grow, is a "cultural fit" to thrive in the role and can contribute to the work philosophy and company values.

This session will include discussions on:

  • Building a leadership team that brokers new ideas and drives change leveraging organizational culture
  • Creating an engaged workforce that is a fit with your organization's culture
  • Best practices for recruiting and retaining top talent

Drew Di Giovanni

Senior Associate, OPEN MINDS

Drew DiGiovanni, MPH, FACMPE, brings over thirty years of marketing, management, and strategy experience to the  OPEN MINDS team.  This broad knowledge has contributed to his success in service innovation, service line development, and market positioning.

Mr. DiGiovanni previously served as the Vice President of Quality for Premise Health/ CHS Services.  In this role Mr. DiGiovanni led the development and implementation of a performance management program 150 clinic locations in thirty-eight states.  When the organization completed a merger with Take Care, he led the integration plan for 500 service locations.   Throughout his tenure with Premise Health, Mr. DiGiovanni was also responsible for patient satisfaction, clinical quality, risk management, facilities and compliance auditing, operational efficiency and workflow redesign, policy management and document control, and patient safety programming.

Prior to his work with Premise Health, Mr. DiGiovanni served as the Director of Education and Distance Learning for the Medical Group Management Association (MGMA).  During his tenure, he directed a revenue center of over ten million dollars and maintained consistent increase in revenue with a ten to fifteen percent growth yearly.

In this role, Mr. DiGiovanni developed a comprehensive curriculum in ambulatory care administration, with focus on operational efficiency, finance, compliance, and executive leadership.   He also created a professional bootcamp for MGMA.

Earlier in his career, Mr. DiGiovanni served in multiple roles with the Mendocino Community Health Clinic in Ukiah, California including Director of Marketing & Strategic Planning, Director of Operations and Director of Support Services.

In addition to his commercial experience, Mr. DiGiovanni was also an  Associate Professor position at Regis University in Denver.   He developed and taught courses in marketing for for physicians and administrators in the university’s Healthcare MBA program.  Mr. DiGiovanni also co-developed the online curriculum for Healthcare Marketing for the institution.

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Improving Your Decision-Making Skills: How To Be A Nimble Leader

Breakout Session

The health and human services sector of the healthcare industry is changing rapidly. Successfully navigating the roiling waters of risk-sharing, outcomes focused, consumer-centered payment models demands nimble leadership. The old rules no longer apply. Are you able to make decisions under pressure or when there is a sudden change in events? In today's intensely competitive environment it is imperative that executives be able to make decisions quickly when an organization's direction or the environment shifts unexpectedly. Drew Di Giovanni, Senior Associate, OPEN MINDS will lead this session and focus on the keys to improving decision making, including how to sharpen your strategic skills, how to anticipate change and the impact that change will have on your organization.

Ken Anderson

Senior Associate, OPEN MINDS

Kenneth J. Anderson brings to the OPEN MINDS team over 40 years of experience in leadership and management focusing on Medicaid and Medicare programs operated by states, counties and health plans.   Prior to joining OPEN MINDS, Mr. Anderson served as the Vice President of Public Sector Business Development of Optum.  In this role, Mr. Anderson was responsible for Medicaid and Medicare business development activities with states, counties, and health plans.   Mr. Anderson worked with a variety of Optum services including behavioral health management, person-centered care management, and medical-behavioral integration.  And, he was also accountable for developing customer relationships, solution design, proposal development and implementation processes.

In addition to those business development roles, Mr. Anderson was also was involved with internal planning regarding the impact of Medicaid expansion.   He had an active role with analysis of market approaches for  serving people with I/DD conditions, people with criminal justice involvement,  and housing programs.   Mr. Anderson was recognized as Optum’s  “Top Producer” three times with an average annual sales of over $100M.

Mr. Anderson has also served as the Vice President of Public Sector Quality Improvement & Implementations at Optum Health, Public Sector.  In this role, Mr. Anderson lead public sector managed care program implementations and quality initiatives.   He ensured the coordination of services between stakeholders, as well as managing programs to meet customer expectations.   Mr. Anderson also served as the Vice President, Public Sector for United Behavioral Health’s operations in Washington State.   He was responsible for managing the Project Director’s for United’s contracts in the King County (Seattle), Clark County (Vancouver), and Spokane County including budget development, customer relations, and program management.

Before working with United Health Group and Optum, Mr. Anderson was the Managed Care Administrator for California’s Solano County.  In that role, he was responsible for the management of the capitated Medicaid mental health system, two primary care clinics, a dental clinical, family planning and perinatal services, and public health funds for indigent individuals.    He led a department-wide initiative to integrate service delivery across these funding streams.

Mr. Anderson earned his Master of Arts in Psychology from Chapman College, in Orange, California.  He earned his Bachelor of Arts in Math from Colorado College in Colorado Springs, Colorado.

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4:00 pm - 5:00 pm

The Payer Perspective: An OPEN MINDS Forum On Innovative Treatment Programs     

Town Hall

With the continued shift to risk-sharing, bundled, value-based reimbursement models, provider organizations and payers are working collaboratively to implement programs that improve care delivery and outcomes. Join Joseph P. Naughton-Travers, EdM, Senior Associate, OPEN MINDS and a panel of health plan representatives who will share what their organizations look for when evaluating new treatment programs and determining appropriate reimbursement. Participants will learn how payers determine program efficacy and how provider organizations can work with payers to create innovative treatment programs that meet the guideline of better outcomes at lower costs.

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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5:00 pm - 6:00 pm

Executive Networking Reception

Networking

Wrap up the day by taking time to network with your colleagues and partners. Take some time to discuss the day's events while enjoying a drink and hors d'oeuvres.


7:00 am - 8:00 am

Start Your Day With Yoga!

Activity

Enhance your creativity, focus, and mindfulness by starting your day with yoga. This class will wake you up and get you going for the rest of the day!
Open to all levels. Bring your own mat or use one of ours. Bottled water will be provided by OPEN MINDS.

Meet Joe Naughton-Travers, Senior Associate, OPEN MINDS on the 4th floor by Nottoway.

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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8:00 am - 9:00 am

Registration & Executive Networking Breakfast

Networking

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


9:00 am - 10:00 am

Emerging Models & New Benefits For Individuals Dually Eligible For Medicare & Medicaid

Keynote Address

Individuals dually eligible for Medicare and Medicaid ("duals") are a medically and socially complex population, often with functional limitations and unmet behavioral health needs. In many instances, duals must navigate a fragmented, misaligned health care and social service system, which can lead to stress for the individual and his/her caregiver, poorer health outcomes, and challenges for providers. Additionally, this population often has unmet social needs that our healthcare system has historically been unable to address. Allison Rizer, MHP, MBA, Vice President of Strategy & Health Policy, UnitedHealthcare will walk through numerous emerging models Congress, CMS, and states are considering to address system fragmentation as well as expanded social service Medicare benefit opportunities, and the potential role of health plans and providers operating in this new world.

Allison Rizer, MHP, MBA

Former Vice President of Strategy & Health Policy, UnitedHealthcare

Allison Rizer, MHS, MBA is Vice President of Strategy & Health Policy at UnitedHealthcare where she focuses on issues related to Medicare-Medicaid integration. In this capacity, Allison addresses and anticipates the evolving policy landscape in an effort to promote sustainable solutions to serve individuals dually eligible for Medicare and Medicaid. She is a champion of policy and program design efforts both internally and externally that minimize burdens and barriers for dual eligibles navigating the complex healthcare and social services systems.

Prior to joining UnitedHealthcare, Allison worked with The Lewin Group, a healthcare and human services policy consulting firm. While at Lewin, Allison’s work focused on vulnerable, aging populations. She led numerous projects with the Centers for Medicare & Medicaid Services, the Assistant Secretary for Planning and Evaluation, and the Office on Women’s Health involving the Medicare population and older lesbian and bisexual women. Her work at Lewin strived to improve health outcomes and programmatic experiences for these individuals.

Allison has a Master of Health Science in Health Policy from Johns Hopkins University School of Public Health and a Master of Business Administration with a focus on Healthcare from University of St. Thomas.

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10:15 am - 11:30 am

Thought Leader Discussion Session With Allison Rizer, MHP, MBA, Former Vice President of Strategy & Health Policy, UnitedHealthcare

Breakout Session

Join us for a follow-up session with our keynote speaker, Allison Rizer, MHP, MBA, Vice President of Strategy & Health Policy, UnitedHealth Care. Use this time to ask questions and continue the morning's discussion with Allison Rizer and OPEN MINDS Senior Associate, Joe Naughton-Travers.

Allison Rizer, MHP, MBA

Former Vice President of Strategy & Health Policy, UnitedHealthcare

Allison Rizer, MHS, MBA is Vice President of Strategy & Health Policy at UnitedHealthcare where she focuses on issues related to Medicare-Medicaid integration. In this capacity, Allison addresses and anticipates the evolving policy landscape in an effort to promote sustainable solutions to serve individuals dually eligible for Medicare and Medicaid. She is a champion of policy and program design efforts both internally and externally that minimize burdens and barriers for dual eligibles navigating the complex healthcare and social services systems.

Prior to joining UnitedHealthcare, Allison worked with The Lewin Group, a healthcare and human services policy consulting firm. While at Lewin, Allison’s work focused on vulnerable, aging populations. She led numerous projects with the Centers for Medicare & Medicaid Services, the Assistant Secretary for Planning and Evaluation, and the Office on Women’s Health involving the Medicare population and older lesbian and bisexual women. Her work at Lewin strived to improve health outcomes and programmatic experiences for these individuals.

Allison has a Master of Health Science in Health Policy from Johns Hopkins University School of Public Health and a Master of Business Administration with a focus on Healthcare from University of St. Thomas.

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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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How Big Is Big Enough: Deciding When, How, Or If To Grow Your Organization

Breakout Session

Size is relative. Not every organization has to strive to be an international behemoth. In some markets and in some industries, fitting neatly into a niche with natural limitations on growth is the right decision. For others in different market sectors, growth is essential to sustainability. How do executives make that determination? And once the determination to grow is made, how do you know whether to grow organically, merge, acquire, or partner?

In this session, we will discuss strategies for scale including:

  • What data is needed to determine appropriate and sustainable growth
  • Keys to identifying the right growth opportunity for your organization
  • Case study presentations from organizations on their growth strategies

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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Joe Costa

President & Chief Executive Officer, Hillsides

Since 2010, Joseph Costa has been the president and chief executive officer of Hillsides, a California charity that creates lasting change for vulnerable children and their families.

Previous leadership roles include chief executive officer of Sunny Hills Services in Northern California, executive vice president and chief operating officer at Para Los Niños in Los Angeles, director of planning and director for community services at the Roman Catholic Diocese of Fall River, as well as executive director and administrator of St. Vincent’s Home in Fall River, Massachusetts.

Joe currently serves on the Board of the Association of Community Human Service Agencies, was the past Chairman of the Child Welfare League of America and still serves on its Board, as well as on the governing body of California Alliance for Child and Family Services. He is a member of the National Association of Social Workers.

Joe earned his bachelor’s degree in philosophy and social services in 1973 from St. John’s Seminary College in Boston. In 1977, he earned his master’s degree in divinity from St. John’s Seminary, School of Theology before earning another master’s degree in social work from Boston College Graduate School of Social Work in 1986.

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Mike Lyons

General Counsel, Mosaic

Mike joined Mosaic in 2013. He brings more than 15 years’ experience in the regulatory and legal field. Prior to joining Mosaic, he served for 10 years as corporate counsel for a major health insurance company specializing in privacy and security issues, complex business arrangements and health care reform. In his role at Mosaic, Mike oversees the legal, compliance and government relations teams. Mike holds a bachelor of arts from Louisiana Tech University in Ruston, Louisiana and a juris doctor from Creighton University in Omaha, Nebraska

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Health Plan-Provider Partnerships: Improving Care Through Collaboration

Breakout Session

The shift to value-based reimbursement models is driving payers and providers to establish relationships in which the resources of each can be leveraged for maximum impact. The combined experience, tools, technology and data from each partner all are needed to lower costs and improve the quality of care. By strategically collaborating, providers and health plans can make significant and sustainable progress toward the common goals of lower costs and shared savings. This session will focus on payers partnering with provider organizations and the programs they have implemented to improve care while providing value.

Drew Di Giovanni

Senior Associate, OPEN MINDS

Drew DiGiovanni, MPH, FACMPE, brings over thirty years of marketing, management, and strategy experience to the  OPEN MINDS team.  This broad knowledge has contributed to his success in service innovation, service line development, and market positioning.

Mr. DiGiovanni previously served as the Vice President of Quality for Premise Health/ CHS Services.  In this role Mr. DiGiovanni led the development and implementation of a performance management program 150 clinic locations in thirty-eight states.  When the organization completed a merger with Take Care, he led the integration plan for 500 service locations.   Throughout his tenure with Premise Health, Mr. DiGiovanni was also responsible for patient satisfaction, clinical quality, risk management, facilities and compliance auditing, operational efficiency and workflow redesign, policy management and document control, and patient safety programming.

Prior to his work with Premise Health, Mr. DiGiovanni served as the Director of Education and Distance Learning for the Medical Group Management Association (MGMA).  During his tenure, he directed a revenue center of over ten million dollars and maintained consistent increase in revenue with a ten to fifteen percent growth yearly.

In this role, Mr. DiGiovanni developed a comprehensive curriculum in ambulatory care administration, with focus on operational efficiency, finance, compliance, and executive leadership.   He also created a professional bootcamp for MGMA.

Earlier in his career, Mr. DiGiovanni served in multiple roles with the Mendocino Community Health Clinic in Ukiah, California including Director of Marketing & Strategic Planning, Director of Operations and Director of Support Services.

In addition to his commercial experience, Mr. DiGiovanni was also an  Associate Professor position at Regis University in Denver.   He developed and taught courses in marketing for for physicians and administrators in the university’s Healthcare MBA program.  Mr. DiGiovanni also co-developed the online curriculum for Healthcare Marketing for the institution.

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Alexsis Desrochers

Vice President, Value Based Programs, Magellan Complete Care

Coming Soon!

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Neha Patel, LPC

Director Care Delivery Transformation - Southeast Region (VA, KY, GA), Anthem, Inc.

Neha Patel is the Director of Community Transformation for the Southeast Region for the Enhanced Personal Health Care (EPHC) Program at Anthem. The EPHC program focuses on improving value based care within care delivery systems in healthcare. She takes great pride in finding operational, clinical and strategic opportunities to support providers to achieve the Quadruple Aim - improve quality, lower cost and improve provider/patient satisfaction.

Neha is a Licensed Professional Counselor (LPC) receiving her Masters in Counseling Psychology from the University of Denver. She also holds a Masters in Management from Colorado State University. Neha has worked as a therapist in a variety of roles including private practice, inpatient and residential settings, and community mental health centers.

With a background and passion in behavioral health, Neha has utilized her experience and knowledge over her career to develop, promote, and support implementation of BH Integration through her work in the EPHC program at Anthem as well as through community programs/partnerships such as the 4 year SIM Grant in Colorado.

Finally, Neha enjoys living in Colorado and all the benefits of the outdoor life with her husband and daughter.

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11:30 am - 1:15 pm

Lunch On Your Own

Networking

The Institute hotel is located in the heart of New Orleans, steps away from many world class restaurants and local favorites. Stop by the registration desk for a listing of restaurants.


1:15 pm - 2:30 pm

Creating & Managing The Clinical Models You Need For Value Based Reimbursement (VBR)

Breakout Session

While there is no single definition of a value based reimbursement model, there are roughly four types: Pay for performance (P4P), patient-centered medical home, bundled payment, and shared savings/accountable care organization. The common thread for all VBR models is that the consumer is at the center of all care decisions and payment is based on clinical outcomes, not volume of services provided. Consequently, it is imperative that health and human services provider organizations have in place the organizational processes, technology, and talent to accurately report on clinical outcomes. How, by whom, when and where care is delivered is all part of the equation. Documentation of the treatment path from commencement of care to resolution of the condition to ensure outcomes are properly reported also needs to take place.

  • An overview of the development process for clinical models for VBR
  • Contemplating evidence-based treatment plans for consumers with complex needs to ensure measurable outcomes
  • Case studies of organizations that have built effective clinical models for VBR

Drew Di Giovanni

Senior Associate, OPEN MINDS

Drew DiGiovanni, MPH, FACMPE, brings over thirty years of marketing, management, and strategy experience to the  OPEN MINDS team.  This broad knowledge has contributed to his success in service innovation, service line development, and market positioning.

Mr. DiGiovanni previously served as the Vice President of Quality for Premise Health/ CHS Services.  In this role Mr. DiGiovanni led the development and implementation of a performance management program 150 clinic locations in thirty-eight states.  When the organization completed a merger with Take Care, he led the integration plan for 500 service locations.   Throughout his tenure with Premise Health, Mr. DiGiovanni was also responsible for patient satisfaction, clinical quality, risk management, facilities and compliance auditing, operational efficiency and workflow redesign, policy management and document control, and patient safety programming.

Prior to his work with Premise Health, Mr. DiGiovanni served as the Director of Education and Distance Learning for the Medical Group Management Association (MGMA).  During his tenure, he directed a revenue center of over ten million dollars and maintained consistent increase in revenue with a ten to fifteen percent growth yearly.

In this role, Mr. DiGiovanni developed a comprehensive curriculum in ambulatory care administration, with focus on operational efficiency, finance, compliance, and executive leadership.   He also created a professional bootcamp for MGMA.

Earlier in his career, Mr. DiGiovanni served in multiple roles with the Mendocino Community Health Clinic in Ukiah, California including Director of Marketing & Strategic Planning, Director of Operations and Director of Support Services.

In addition to his commercial experience, Mr. DiGiovanni was also an  Associate Professor position at Regis University in Denver.   He developed and taught courses in marketing for for physicians and administrators in the university’s Healthcare MBA program.  Mr. DiGiovanni also co-developed the online curriculum for Healthcare Marketing for the institution.

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Dominick DiSalvo, MA, LPC

Corporate Director of Clinical Services, KidsPeace

Dominick DiSalvo is the Corporate Director of Clinical Services at KidsPeace. He completed his Graduate and Post Graduate education at LaSalle University earning a MA in Clinical Counseling and is a Licensed Professional Counselor. He has been an Adjunct Professor of Psychology at Lehigh Carbon Community College. Dominick has worked in the mental health field in numerous capacities for over the past 13+ years. Dominick was offered the opportunity to become one of the first in the state of Pennsylvania to become nationally certified as a Trauma Focused Cognitive Behavior Therapy (TF-CBT) therapist and was first in the nation to be re-certified in 2018. At KidsPeace, Dominick has developed clinical programming with the emphasis on Trauma-Informed, Family/Youth Led, Data-Driven, and Evidence-Based interventions helping to ensure holistic care of families. This led to KidsPeace’s residential program becoming designated as an Evidence Based Program by EPIC for the use of TF-CBT.  His work continues to look for innovative and data-led ways to ensure KidsPeace is on the for-front of bringing hope, help and healing to children, adults and those who love them.

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One Foot In Two Canoes: Managing Service Lines For Value Based Reimbursement & Fee-For Service At The Same Time!

Breakout Session

There are many challenges for health and human services provider organizations transitioning to value-based reimbursement while continuing to operate in the traditional fee-for service payment model. In addition to the differences in reimbursement, attention needs to be paid to the management of the service lines. Can organizations have the same staff managing operations for both types of reimbursement? Probably not. The move to VBR requires the development of a new organizational infrastructure, as well as new technical and financial competencies to make the transition successful. For executive teams of provider organizations, developing these new functional capabilities is key to sustainability and success.

This session will include:

  • Identifying the talent/skill staffing mix to be successful in a VBR world
  • Adopting new work flows and clinical processes while transitioning from fee-for service to VBR
  • Presentations from organizations that are managing service lines for both VBR & Fee-For Service on their approach to operations

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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M. Brad Nunn, Ph.D.

Vice President, Quality, Centerstone

M. Brad Nunn, Ph.D. serves as Vice President for Quality at Centerstone in Tennessee.  Centerstone is a not-for-profit organization that is one of the nation's largest providers of community-based behavioral health care. Dr. Nunn obtained a Ph.D. in Clinical Psychology from Auburn University and has been licensed as a Clinical Psychologist in the state of Tennessee since 1988.  He spent the first 15+ years of his career providing psychotherapy, clinical supervision, and psychological evaluations before moving into his current role focusing on planning for and measuring improvement in care and services.  He provides feedback to management regarding whether care and services meet the expectations of customers and he provides leadership and direction for the Quality Improvement Department.   Dr. Nunn helped establish a research and analytics department at Centerstone that has since gone on to become Centerstone’s Research Institute.  He has been a leader in Centerstone’s involvement in the CMS Transforming Clinical Practice Initiative designed to help clinicians and practices achieve large scale health care transformation, successfully participate in value-based payment arrangements, and improve the quality of care. He served on the Transformation Advisory Board for a regional Practice Transformation Network (COSEHC/QualityImpact).  Dr. Nunn also successfully led Centerstone’s preparations for and response to the state of Tennessee’s implementation of an Episode of Care based payment model.

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Mandi Ryan, MSN, RN

Director Healthcare Innovation, Centerstone

Mandi Ryan, MSN RN is Director of Healthcare Innovation for Centerstone, a national, private, not-for-profit 501(c) (3) healthcare organization. She is the Health Link Administrator, which provides Health Home services by promoting whole-person care coordination, health promotion, and wellness coaching to adults, children, and adolescents across all of the organization’s twenty-one outpatient clinics throughout Tennessee through value-based contracts.

She serves as the Project and Clinical Director for a Substance Abuse and Mental Health Service Administration (SAMHSA) Minority AIDS Initiative: Service Integration (MAI-SI) grant, which provides HIV prevention services. She is also the Project Director for a Substance Abuse and Mental Health Service Administration (SAMHSA) Targeted Capacity Expansion-HIV Program (TCE-HIV) grant, which provides substance use disorder treatment and HIV prevention services. She serves as Site Principal Investigator for a Patient-Centered Outcomes Research Institute Study comparing two self-management programs.  She has served as the Project Director for two Substance Abuse and Mental Health Service Administration (SAMHSA) Primary and Behavioral Health Care Integration (PBHCI) grants, which provide Health Home services to adult clients in Nashville and Clarksville, resulting in improved mental and physical health outcomes.

Under her leadership, Centerstone became one of the first providers to receive accreditation from the Commission on Accreditation of Rehabilitation Facilities (CARF) as a Behavioral Health Home for children and adults in May 2015 in four of the organization’s outpatient clinic and in May 2016, received Health Home accreditation in all of the organization’s outpatient clinics throughout Tennessee.

Ryan has over nineteen years of experience in nursing, behavioral health, primary care and integrated services. She received her MS in Nursing in Leadership and Administration from Walden University, her RN Nursing Degree from Baptist Health Systems and her BS in Biology from Ouachita University.

Honors

Nashville Medical News Women to Watch

In the News

Behavioral Healthcare Executive - What Works: Centerstone improves outcomes through health home model

The Tennessean - Centerstone takes comprehensive approach to health care

Nashville Public Radio - How TennCare Hopes To Save Money Treating Mind And Body Of Vulnerable Patients

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Cindy Mahan

Chief Executive Officer, Friendship Community Care

Cindy Mahan established Friendship Community Care (FCC) in 1972.  She has served as CEO for over 45 years and developed FCC Statewide systems.  FCC has over 1,400 employees providing a comprehensive array of services for diversification in children and adults with developmental disabilities, early intervention, therapies, housing corporation for individuals with developmental disabilities, supportive living, elderly housing and life programs, behavioral health, personal care, and foster care services.

Ms. Mahan is civically engaged and has served as Secretary for American Network of Community Options and Resources’ (ANCOR) Board of Directors and currently supports the Governance Act since the 1990’s.  She has served as President for the State Providers Association and still serves as a Board Member.

She is a Member advising the development of the Provider-Led Arkansas Shared Savings Entity (PASSE) and the Arkansas Provider Coalition.  She is working with the Managed Care Company (MCO) leading a new model assuring provider’s control the MCO structure payments and decision-making.  She is a Board Member for Arkansas Provider Coalition doing business as Summit Community Care (Provider Led PASSE).

Ms. Mahan has developed a Grass Roots statewide State Grant to develop Champions for sustaining programs for individuals with disabilities. She has been heavily involved in governmental relations activities and is a lifelong advocate for developing and protecting systems for individuals with developmental and behavioral health disabilities.

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Craig Cloud

Executive Vice President Strategy & Planning, Friendship Community Care

Bio coming soon!

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2:30 pm - 3:00 pm

Networking & Raffle Prize Drawing

Networking


3:00 pm - 4:00 pm

Transforming Organizational Performance: Using Data To Find Advantage & Sustainability

Keynote Address

The health and human service sector is in flux. Specialty provider organizations are navigating new reimbursement models, a more consumer-driven marketplace, disruptive competitors from conventional and unconventional (Apple, FitBit, CVS, app start ups) and consolidation. All of which is fundamentally changing the competitive advantage and sustainability of traditional service lines. The reality of this market is that few organizations will have a sustainable future model without innovation. In her closing keynote address, Monica E. Oss, Chief Executive Officer of OPEN MINDS will offer her perspective on the current state of the market for organizations serving complex consumer populations, share her advice for provider organizations as they navigate the market challenges, and explore what she sees as the future of innovation in the health and human service 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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7:00 am - 3:00 pm

The OPEN MINDS Children’s Services Executive Summit: Emerging Models For Children's Health Homes

Executive Summit

Provider organizations and payers are connecting physical and behavioral health to provide complete care for children and youth with medically complex issues. The CMS initiative for health homes for children with medically complex conditions reinforces the need to look at the whole child across the care continuum. New opportunities and challenges await, whether you are currently serving children and youth, thinking about expanding your services, or interested in care coordination for this population. Join us to get insights and success strategies from payer and provider organizations, market trend setters, and industry thought leaders. Get a big picture overview of market trends for services and financing. Review exciting case studies from organizations that have developed innovative coordinated care programs – hear about their models, program outcomes, and plans.

View the complete agenda!

Ken Anderson

Senior Associate, OPEN MINDS

Kenneth J. Anderson brings to the OPEN MINDS team over 40 years of experience in leadership and management focusing on Medicaid and Medicare programs operated by states, counties and health plans.   Prior to joining OPEN MINDS, Mr. Anderson served as the Vice President of Public Sector Business Development of Optum.  In this role, Mr. Anderson was responsible for Medicaid and Medicare business development activities with states, counties, and health plans.   Mr. Anderson worked with a variety of Optum services including behavioral health management, person-centered care management, and medical-behavioral integration.  And, he was also accountable for developing customer relationships, solution design, proposal development and implementation processes.

In addition to those business development roles, Mr. Anderson was also was involved with internal planning regarding the impact of Medicaid expansion.   He had an active role with analysis of market approaches for  serving people with I/DD conditions, people with criminal justice involvement,  and housing programs.   Mr. Anderson was recognized as Optum’s  “Top Producer” three times with an average annual sales of over $100M.

Mr. Anderson has also served as the Vice President of Public Sector Quality Improvement & Implementations at Optum Health, Public Sector.  In this role, Mr. Anderson lead public sector managed care program implementations and quality initiatives.   He ensured the coordination of services between stakeholders, as well as managing programs to meet customer expectations.   Mr. Anderson also served as the Vice President, Public Sector for United Behavioral Health’s operations in Washington State.   He was responsible for managing the Project Director’s for United’s contracts in the King County (Seattle), Clark County (Vancouver), and Spokane County including budget development, customer relations, and program management.

Before working with United Health Group and Optum, Mr. Anderson was the Managed Care Administrator for California’s Solano County.  In that role, he was responsible for the management of the capitated Medicaid mental health system, two primary care clinics, a dental clinical, family planning and perinatal services, and public health funds for indigent individuals.    He led a department-wide initiative to integrate service delivery across these funding streams.

Mr. Anderson earned his Master of Arts in Psychology from Chapman College, in Orange, California.  He earned his Bachelor of Arts in Math from Colorado College in Colorado Springs, Colorado.

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Josh Boynton

Vice President, Aetna

Josh is currently the VP of Aetna (Medicaid) Better Living and with various stakeholders including the Aetna Medicaid National Advisory Council is responsible for developing Aetna’s innovative approach to supporting people with complex needs including people with Intellectual and Developmental Disabilities.   Aetna Better Health has nearly two million Medicaid members across the nation, all with diverse ethnicities, social complexities and health needs.

Prior to joining Aetna, Josh and his wife Rachel started LifeShare in 1996 with the intention of creating an organization that supports people of all abilities with dignity and respect.  Josh is a steadfast advocate of equality for all people and believes strongly that everyone can and should live and work in the community.  Josh passionately believes independence and self-determination is not a privilege but a civil right for all.

Under Josh’s entrepreneurial leadership, he grew LifeShare into a nationally recognized, COA accredited, multi-state, multi-million-dollar organization.  Collectively, Josh developed sustainable and scalable “go to market strategies” around person-centered, and whole-person health plan solutions, including a fully integrated managed care program for individuals with developmental disabilities.  Josh was instrumental in developing innovative solutions including Pathways, Visions for an Integrated Life, RCRS (Rapid Crisis Response System) now known as BeyondCrisis a behavioral health suite of services. Today, LifeShare employs hundreds of people in several states all over the country.

LifeShare was acquired by the Centene Corporation in 2013 and Josh stayed on as President & CEO during the integration and served as Chairman Emeritus through 2017. During this time, Josh served on the board of the Health Care Enterprises group and was nominated and selected by Centene’s Chairman, President and CEO, to attend REACH a Health Care Executive Leadership program affiliated with Trinity University in San Antonio, Texas, Washington University in St. Louis, Missouri and The Brookings Institute in Washington, DC.

Previously, Josh served as Managing Director for VERTESS a nationally recognized Mergers and Acquisition firm specializing in health care consulting and advisory services and received his CMAA at Pepperdine University.  Josh received his bachelor’s Degree from Keene State College in Psychology, with a concentration in Clinical Psychology and graduated with a master’s in management/leadership from New England College.

In 2009, Josh was named by Business NH Magazine’s one of 25 leaders to watch in the next 25 years and was appointed by Governor Lynch as a Commissioner for the NH Commission for Human Rights. Josh was appointed by Governor Craig Benson to serve on the NH Developmental Disability Council and was appointed by Governor Jeanne Shaheen to serve on the Statewide Independent Living Council (SILC) and served as the chairperson for 4 years.  Josh was named to the 40 under 40 Class of 2007 and was also awarded the Keene State College Alumni Inspiration Award.  Josh has served in various leadership positions in the disability community over the past twenty years.

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Wendy Burkholder, FACHE, MBA, CSSBB

Chief Clinical Operating Officer, District Medical Group

Wendy Burkholder, MBA, CCSB has over 20 years of hospital and community health experience. She earned her Master’s Degree in Business Administration from Nova Southeastern University, and her Bachelor’s Degree in Occupational Therapy from Medical University of South Carolina. In the pursuit of ongoing quality improvement, Wendy has also obtained her Lean Six Sigma Black Belt Certification.

In her current and previous leadership roles, Wendy has worked with health care systems to improve primary care services and specialty care services to the local community. As a health care leader, Wendy is constantly seeking ways to promote high quality patient centered care and is committed to continuous improvement and system change.

In her efforts to collaborate and enhance services amongst community partners, Wendy has served on the Homeless Continuum of Care Board, MedStar’s Community Advisory Board and the Healthy Moms, Healthy Babies and Healthy Community Oversight Board.

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Elizabeth Wendel, MSW, LSW

Business Project Program Manager, Aetna

Elizabeth Wendel, MSW, LSW, a business project program manager for Aetna. Ms. Wendel began her career in child welfare with the study and implementation of Family Finding program in the city of Philadelphia and state of Pennsylvania. She served in multiple positions, including program director of the Family Finding program at Turning Points for Children for nearly ten years. This program served over 10,000 children in her tenure, and connected them with more than 23,000 committed supports. Ms. Wendel is also a certified clinician specializing in trauma work and is trauma informed practice certified. Ms. Wendel has joined a collaborative effort with Aetna to inform change practice for Aetna’s amazing change agent work for special populations, particularly young people in foster care.

Ms. Wendel was recognized for the Eloquent Rising Leader Scholarship at the Alliance Senior Leadership Conference in 2019 and wrote the presentation for the 2020 conference. Ms. Wendel has also been published in The Chronicle for Social Change and is the recipient of the Aetna Community Heard Award in 2019.

Ms. Wendel holds a Master’s degree in social work from Temple University and completed her dissertation on the effects of social isolation amongst young people in care. Ms. Wendel is an adoptive parent and lives with her family in Philadelphia.

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Kevin Campbell

Model Aurthor Family Finding, Center for Youth Connectedness

Bio coming soon!

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Kathy Szafran, MA, LPC

Executive Director, Mountain Health Promise, Aetna

Kathy F. Szafran, MA, LPC, is the Executive Director of Mountain Health Promise, Aetna Better Health West Virginia. She is the former President and CEO of Crittenton Services of West Virginia. Ms. Szafran has over 25 years of behavioral health experience encompassing senior level management, program and policy development. She is a qualified expert witness for legal proceedings regarding the clinical treatment of abused children.

Ms. Szafran has presented workshops at numerous national conferences and she has presented at Congressional briefings related to gender responsive-trauma focused care for marginalized girls. In 2016 she presented at The White House, specific to trauma-informed approaches in schools. She successfully integrated the ARC (Attachment, Self-Regulation and Competency) trauma-treatment framework into both residential and rural community based behavioral health services.

Ms. Szafran is currently a peer reviewer and team leader for the Council on Accreditation. Co-Chair of the West Virginia ACEs Coalition. Board member for West Virginia Kids Count. She is active with the National Crittenton Foundation, advocating for best practices, specific to trauma focused- gender responsive services for multi-system involved girls.

Ms. Szafran is a recipient of the Commissioner’s Award from the US Department of Health and Human Services, Committee on Child Sexual Abuse. She holds a master’s degree from West Virginia University and is a Licensed Professional Counselor with a certification in Traumatic Stress Studies from the Trauma Center at the Justice Resource Center.

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1:00 pm - 4:00 pm

How To Develop A New Service Line: An OPEN MINDS Seminar On Building A Diversification Strategy & Conducting A Feasibility Analysis

Executive Seminar

In the current environment of changing consumer expectations and new financial models, one essential skill that all executives need to master is the ability to evaluate and modify current services -- and to develop new services to leverage market opportunities and overcome challenges. Learn everything you need to know about developing a new service line. Discuss how to analyze current service lines and determine strategic options for diversification. Discover a structured approach to select new services and ensure that they are financially sustainable. Learn a costing model for launching new services, and a structured service line feasibility analysis and development process.

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

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

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

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

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

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

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