Institute Agenda


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Day One Monday June 3
Day Two Tuesday June 4
Day Three Wednesday June 5
Day Four Thursday June 6
9:00 am - 4:00 pm

The I/DD Executive Summit

Executive Summit

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

This shift away from traditional fee-for-service reimbursement models to value-based reimbursement (VBR) has turned “business as usual” on its head for many specialty provider organizations. It has forced executive teams to continue their current operations, while simultaneously preparing for the move to value-based reimbursement and population health models. The move to VBR requires the development of a new organizational infrastructure, as well as new technical and financial competencies to make the transition successfully. For executive teams of provider organizations, developing these new functional capabilities is key to sustainability and success.

This executive seminar is designed to help organizations across the country ensure their teams are prepared for value-based contracting and have all the required competencies needed for success. In the seminar, executive teams of provider organizations will:

  • Review the key competencies their organizations need to prepare for value-based reimbursement, including leadership, organizational infrastructure and financial management; technology infrastructure functionality; provider network management and clinical performance optimization; and consumer access and engagement.
  • Discuss how to assess their organization's preparedness for VBR and steps to address gaps in organizational readiness
  • Explore examples of organizations that have gone through the readiness assessment process to prepare for value-based contracts

David Wawrzynek, MBA

Senior Associate, OPEN MINDS

David Wawrzynek, MBA brings more than 40 years of public behavioral health, clinical, financial, and management experience to the OPEN MINDS team. He brings a truly unique combination of experience  with his clinical, business, and financial experience, as well as a demonstrated history of efficient and effective management of behavioral health services.

Mr. Wawrzynek currently serves as a Senior Associate and Subject Matter Expert in the OPEN MINDS Consulting Practice, where he leads projects related to value-based purchasing, financial modeling, and clinical and financial data analysis. In recent years, Mr. Wawrzynek has focused on the development of analytic modeling tools, communication platforms, and knowledge management supports to transform raw data into meaningful information, to enable more effective strategic and operational insights and decision-making.

Before joining OPEN MINDS, Mr. Wawrzynek served 18 years as the Senior Vice President, Finance and Chief Financial Officer at Spectrum Human Services, a private, non-profit community mental health organization in Western New York. In this role, Mr. Wawrzynek designed, implemented and monitored systems to support information technology, human resources, billing, budgeting, financial modeling and reporting, site operations, risk management, security, as well as change management.

Previously, Mr. Wawrzynek served as the Vice President of Finance and Chief Fiscal Officer with Health Management Group in Buffalo, New York. In this role, he managed the corporate financial resources through the supervision and coordination of the functions of reimbursement, budget, banking, and general accounting.

Previously, Mr. Wawrzynek served his first 14 year tenure with Spectrum Human Services as Director of Financial Operations. In this role, he was responsible for the fiscal, facility, personnel, and business functions of the corporation. In addition he was responsible for data analysis and worked closely with the Clinical and Quality Assurance Directors in the development and monitoring of performance and outcome indicators.

Before joining Spectrum, Mr. Wawrzynek served as an Outpatient Psychiatry Supervising Counselor with Buffalo General Hospital Community Mental Health Center. In this role, he held dual clinical and administrative responsibilities and assisted in the daily operation of the department, acted as a liaison to other hospital departments, and supervised staff activities.

Mr. Wawrzynek began his career as a clinical Supervising Counselor for the City of Buffalo’s Division of Drug Abuse Services where he was responsible for supervision of all counseling and clinical activities at a community-based drug treatment center and provided counseling services for clinic patients.

In recognition of his professional successes, Mr. Wawrzynek was named as the 2007 Not-for-profit Chief Financial Officer of the Year by Buffalo Business First.

In addition to his professional experience, Mr. Wawrzynek has served in a number of leadership roles for affiliations including past President for the New York State Cerner Software User Group; past Board President for Child Resource Network; and Treasurer for Spectrum Human Services Foundation.

Mr. Wawrzynek earned his Master of Business Administration and his bachelors in psychology from SUNY at Buffalo and his Master of Science in Rehabilitation Counseling from Syracuse University.

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7:30 am - 8:30 am

Registration & 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 Results From 2019 OPEN MINDS Strategy & Innovation Executive Survey

Plenary

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 2019 OPEN MINDS Strategy & Innovation Executive 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 two decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.

 

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9:00 am - 10:00 am

Opportunity & Innovation In The Autism Market: The Beacon Health Options Strategy

Keynote Address

James Craig, LCSW, MBA

Vice President, Corporate Clinical- Autism Solutions, Beacon Health Options

James Craig, LCSW, MBA, is the Corporate Vice President for Autism Services at Beacon Health Options. In this role, he is responsible for the ongoing development, implementation and quality of clinical services delivered to children diagnosed with autism spectrum disorder and their families. Mr. Craig has held numerous positions in managed behavioral health care, most recently as the General Manager for Behavioral Health at Aetna for the Eastern United States for health plans and self-insured customers. In this capacity, he developed the first autism case management program, incorporating a case coordination and utilization management model in fulfillment of the emerging state mandates. Mr. Craig has also developed a wide range of behavioral health programs designed to improve quality and effectiveness, which have led to behavior change for those with co-occurring medical and behavioral health issues, such as telehealth coaching, online social media resources and client and provider engagement strategies.

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10:15 am - 11:00 am

Valant Technology Demonstration

Technology Demonstration

Sponsored by Valant


10:15 am - 11:30 am

Thought Leader Discussion With James Craig, Corporate Vice President, Autism Services, Beacon Health Options

Discussion Breakout

Monica E. Oss

Chief Executive Officer, OPEN MINDS

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

 

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Building A Specialty Primary Care Program: New Models For Consumers With Complex Conditions

Breakout Session

Stacy DiStefano

Chief Operating Officer, OPEN MINDS

Stacy DiStefano brings over 20 years of business development and executive leadership experience in the health and human services industry to OPEN MINDS. She currently serves as OPEN MINDS Chief Operating Officer where she is responsible for operations management, business development, and innovation for OPEN MINDS Strategic Advisory Services.

Before joining OPEN MINDS, Ms. DiStefano served as the Vice President of Innovation for Resources for Human Development (RHD) in Philadelphia, Pennsylvania. In this role, she led the innovation, strategy, and national development efforts to broaden the scope of services, diversify funding sources, engage and maintain political relationships, and design programs based on regional needs to enhance systems of care. In addition, she built and maintained relationships through individual meetings, public speaking, conferences, providing expert testimony and research, making her a trusted leader of remote, mission driven teams with matrix reporting.

Previously, Ms. DiStefano served as the Director of National Business Development and Social Innovation, as well as the New Jersey Supportive Housing Director. Prior to her service at Resources For Human Development, Ms. DiStefano was a lead therapist at the Center For Behavioral Health in New Jersey, practicing individual, child, family, and couples-solution focused counseling in a managed care setting, while also mentoring and clinically training Master’s interns. Starting her career in Arizona, Ms. DiStefano gained valuable experience in community behavioral health at EMPACT-Suicide Prevention Center, now La Frontera, where she managed the Service Utilization Department while regularly filing shifts on the crisis response team.

Throughout her extensive career, Ms. DiStefano has demonstrated success in high level contract negotiations, strategy, government relations and creating collaborative partnerships. While she is skilled at public policy analysis, identifying and managing trends, Mergers and Acquisitions, and all phases of business development, she also brings a thorough understanding of corporate fiscal oversight and the budgeting budget process.

Recognized for her clinical acumen with a deep understanding of SPMI and IDD population, Medicaid waivers, homelessness and systemic effects of SUD and the opioid crisis, Ms. DiStefano has a proven ability to understand conflicting interests and build consensus.

She is considered to be a subject matter expert in Supportive Housing, Housing First, Harm Reduction, Trauma Informed Care, Olmstead, HCBS, Value Based Payment Arrangements, Managed Care Organizations, MLTSS, and population health management. In addition, Ms. DiStefano has been featured at numerous international speaking engagements discussing topics such as strategic planning and housing advocacy, as an engaging public speaker with confidence speaking to settings of all sizes.

Ms. DiStefano earned her Master of Counseling from the University of Phoenix and her Bachelor of Arts degree in Sociology from Arizona State University.

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11:45 am - 1:00 pm

How To Develop A Case Rate: A Guide To Making Bundled Payments Work For Your Organization

Breakout Session

David Wawrzynek, MBA

Senior Associate, OPEN MINDS

David Wawrzynek, MBA brings more than 40 years of public behavioral health, clinical, financial, and management experience to the OPEN MINDS team. He brings a truly unique combination of experience  with his clinical, business, and financial experience, as well as a demonstrated history of efficient and effective management of behavioral health services.

Mr. Wawrzynek currently serves as a Senior Associate and Subject Matter Expert in the OPEN MINDS Consulting Practice, where he leads projects related to value-based purchasing, financial modeling, and clinical and financial data analysis. In recent years, Mr. Wawrzynek has focused on the development of analytic modeling tools, communication platforms, and knowledge management supports to transform raw data into meaningful information, to enable more effective strategic and operational insights and decision-making.

Before joining OPEN MINDS, Mr. Wawrzynek served 18 years as the Senior Vice President, Finance and Chief Financial Officer at Spectrum Human Services, a private, non-profit community mental health organization in Western New York. In this role, Mr. Wawrzynek designed, implemented and monitored systems to support information technology, human resources, billing, budgeting, financial modeling and reporting, site operations, risk management, security, as well as change management.

Previously, Mr. Wawrzynek served as the Vice President of Finance and Chief Fiscal Officer with Health Management Group in Buffalo, New York. In this role, he managed the corporate financial resources through the supervision and coordination of the functions of reimbursement, budget, banking, and general accounting.

Previously, Mr. Wawrzynek served his first 14 year tenure with Spectrum Human Services as Director of Financial Operations. In this role, he was responsible for the fiscal, facility, personnel, and business functions of the corporation. In addition he was responsible for data analysis and worked closely with the Clinical and Quality Assurance Directors in the development and monitoring of performance and outcome indicators.

Before joining Spectrum, Mr. Wawrzynek served as an Outpatient Psychiatry Supervising Counselor with Buffalo General Hospital Community Mental Health Center. In this role, he held dual clinical and administrative responsibilities and assisted in the daily operation of the department, acted as a liaison to other hospital departments, and supervised staff activities.

Mr. Wawrzynek began his career as a clinical Supervising Counselor for the City of Buffalo’s Division of Drug Abuse Services where he was responsible for supervision of all counseling and clinical activities at a community-based drug treatment center and provided counseling services for clinic patients.

In recognition of his professional successes, Mr. Wawrzynek was named as the 2007 Not-for-profit Chief Financial Officer of the Year by Buffalo Business First.

In addition to his professional experience, Mr. Wawrzynek has served in a number of leadership roles for affiliations including past President for the New York State Cerner Software User Group; past Board President for Child Resource Network; and Treasurer for Spectrum Human Services Foundation.

Mr. Wawrzynek earned his Master of Business Administration and his bachelors in psychology from SUNY at Buffalo and his Master of Science in Rehabilitation Counseling from Syracuse University.

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Self-Determination In The I/DD Market: Keys To Incorporating Consumer-Directed Care Into Your Services

Breakout Session

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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Building Scale Without A Merger: Independent Practice Association Models For Innovation

Breakout Session

Stacy DiStefano

Chief Operating Officer, OPEN MINDS

Stacy DiStefano brings over 20 years of business development and executive leadership experience in the health and human services industry to OPEN MINDS. She currently serves as OPEN MINDS Chief Operating Officer where she is responsible for operations management, business development, and innovation for OPEN MINDS Strategic Advisory Services.

Before joining OPEN MINDS, Ms. DiStefano served as the Vice President of Innovation for Resources for Human Development (RHD) in Philadelphia, Pennsylvania. In this role, she led the innovation, strategy, and national development efforts to broaden the scope of services, diversify funding sources, engage and maintain political relationships, and design programs based on regional needs to enhance systems of care. In addition, she built and maintained relationships through individual meetings, public speaking, conferences, providing expert testimony and research, making her a trusted leader of remote, mission driven teams with matrix reporting.

Previously, Ms. DiStefano served as the Director of National Business Development and Social Innovation, as well as the New Jersey Supportive Housing Director. Prior to her service at Resources For Human Development, Ms. DiStefano was a lead therapist at the Center For Behavioral Health in New Jersey, practicing individual, child, family, and couples-solution focused counseling in a managed care setting, while also mentoring and clinically training Master’s interns. Starting her career in Arizona, Ms. DiStefano gained valuable experience in community behavioral health at EMPACT-Suicide Prevention Center, now La Frontera, where she managed the Service Utilization Department while regularly filing shifts on the crisis response team.

Throughout her extensive career, Ms. DiStefano has demonstrated success in high level contract negotiations, strategy, government relations and creating collaborative partnerships. While she is skilled at public policy analysis, identifying and managing trends, Mergers and Acquisitions, and all phases of business development, she also brings a thorough understanding of corporate fiscal oversight and the budgeting budget process.

Recognized for her clinical acumen with a deep understanding of SPMI and IDD population, Medicaid waivers, homelessness and systemic effects of SUD and the opioid crisis, Ms. DiStefano has a proven ability to understand conflicting interests and build consensus.

She is considered to be a subject matter expert in Supportive Housing, Housing First, Harm Reduction, Trauma Informed Care, Olmstead, HCBS, Value Based Payment Arrangements, Managed Care Organizations, MLTSS, and population health management. In addition, Ms. DiStefano has been featured at numerous international speaking engagements discussing topics such as strategic planning and housing advocacy, as an engaging public speaker with confidence speaking to settings of all sizes.

Ms. DiStefano earned her Master of Counseling from the University of Phoenix and her Bachelor of Arts degree in Sociology from Arizona State University.

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Elizabeth Mauro, LCSW-R

Chief Executive Officer, Endeavor Health Services

Ms. Elizabeth L. Mauro, LCSW-R was appointed to her current position as Chief Executive Officer of Endeavor Health in 2007.  In this role she is responsible for managing the full range of behavioral health and support services, which Endeavor provides to the community; and works with Board Officers and Senior Staff to promote a sharing of knowledge and resources in advancing the Mission of Endeavor throughout the organization and the community. Ms. Mauro is also the President of the Endeavor Foundation.

Since her appointment, Ms. Mauro has led the growth and expansion of the organization from Erie County into Niagara, Orleans, Genesee and Monroe Counties.  Most recent accomplishments include the implementation of a Certified Community Behavioral Health Clinic (CCBHC), becoming a founding partner of the region’s first Behavioral Health Care Collaborative (BHCC) in the form of an IPA, implementing integrated clinics with primary care including specifically tailored Medication Assisted Treatment for adolescents and young adults and changing the name and brand of her agency to better reflect the service expansion and evolving role of behavioral healthcare.  Endeavor currently operates 35 different programs and is licensed in the areas of Adult Mental Health, Child Mental Health, Alcohol and Substance Abuse Services and Integrated Services.

Ms. Mauro is from the Buffalo area and a graduate of The State University of New York at Buffalo’s Graduate Program in Social Work.  Ms. Mauro has been with Endeavor for the past 26 years.  She has been in various positions including Corporate Compliance Officer, Supervisor of Child Mental Health Clinics, Site Team Leader and Mental Health Counselor.

Ms. Mauro is the recipient of the 2018 Lifetime Achievement Award by the National Association of Social Workers, NYS Western Division.  She serves on the Board of Directors of People Inc., a not-for-profit health and human services agency. Ms. Mauro is a founding partner, Treasurer and Advisory Board member of Value Network IPA, LLC. Ms. Mauro is the Advisory Board Chair for the Oishei Healthy Kids Children’s Health Home Care Management Committee along with serving on the Utilization Management and Quality Management Behavioral Health subcommittees for Your Care Health Plan, Beacon Health Options. Ms. Mauro is a recipient of a scholarship to Harvard University, John F. Kennedy School of Government Executive Education program; an Adjunct Professor at Saint Bonaventure University Graduate School of Education; a past teacher/moderator for The Harvard Business School Club of Buffalo; and serves as the Western Region Representative Board Member for the New York Council on Community Behavioral Healthcare.

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Matt Berg, NHA

Chief Executive Officer, LeadingChoice Network

Bio Coming Soon!

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Genoa Healthcare Knowledge Partner

Knowledge Partner

Sponsored by Genoa Healthcare


1:00 pm - 2:30 pm

Lunch On Your Own

Networking


2:30 pm - 3:45 pm

Taking Action On Social Determinants: New Social Support Models For Consumers With Complex Conditions

Breakout Session

John F. Talbot, Ph.D.

Vice President, Corporate Development, Jefferson Center for Mental Health, & Advisory Board Member, OPEN MINDS

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

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

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

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

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

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

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

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Finding The Right Partner: A Guide To Starting The M&A Process For Non-Profit Organizations

Breakout Session

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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Joe Getch, MBA, MS

Chief Operating Officer, PRS, Inc.

Joe Getch is Chief Operating Officer at PRS, Inc., where he has worked since March 2005.  As COO, Joe provides the leadership, management and vision necessary to ensure that PRS meets its strategic goals.  Joe is also an Administrative Surveyor with CARF International.  He has over 26 years of experience working in the nonprofit and philanthropic sector in the Washington, DC area, and has previous experience holding C level positions with the Benton Foundation, Hitachi Foundation and First Nations Development Institute.  Joe holds a B.S. in Economics from George Mason University, an M.S. in Administration from Central Michigan University, and an MBA from Virginia Tech.  He is on the Board of the Virginia Association of Community-Based Providers, and has also been active in the community, having served on the Boards of Directors of the Domestic Violence Legal Empowerment and Appeals Project based at the George Washington University Law School, the Rappahannock Council Against Sexual Assault and Connect for Kids.

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Wendy Gradison, LCSW

President & Chief Executive Officer, PRS, Inc.

Wendy Gradison currently serves as President and CEO of PRS, Inc. (Psychiatric Rehabilitation Services) a community-based, non-profit organization dedicated to helping people living with mental illness, substance use disorders, mild intellectual disabilities, autism spectrum disorders, and anyone who faces life crises achieve safety, personal wellness, recovery and community integration. A licensed clinical social worker, trained family therapist and facilitator, Wendy received her Bachelor of Arts in Psychology from Williams College and her Masters in Social Work from Catholic University.  Under Wendy’s leadership, PRS was named as a finalist for the Washington Post Award for Excellence in Nonprofit Management, and by the Nonprofit Times as one of the nation’s 50 Best Nonprofits to Work For the last six years. Wendy was awarded the regional Center for Nonprofit Advancement’s  EXCEL Award for outstanding nonprofit leadership and was the recipient of the Fairfax County Mental Health Consumer Award for Service Provider Excellence.

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Relias Knowledge Partner

Knowledge Partner

Sponsored by Relias


4:00 pm - 5:00 pm

Community-Based Care & The Complex Consumer Market: A Town Hall Discussion On The Challenges, Innovations, & Opportunities In A Value-Based Market

Plenary


5:00 pm - 6:00 pm

Executive Networking Reception

Networking


8:00 am - 9:00 am

Executive Networking Breakfast

Networking


8:30 am - 9:30 am

Harnessing The Power Of Analytics To Create Innovative Solutions For Complex Consumers

Keynote Address

Lynda Zeller

Senior Behavioral Health Fellow, Michigan Health Endowment Fund

Bio Coming Soon!

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9:45 am - 11:00 am

Thought Leader Discussion With Lynda Zeller, Senior Behavioral Health Fellow, Michigan Health Endowment Fund

Discussion Breakout

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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Lynda Zeller

Senior Behavioral Health Fellow, Michigan Health Endowment Fund

Bio Coming Soon!

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Addressing The Opioid Crisis: An Opportunity For Innovation In Serving High-Risk Consumers

Breakout Session

John F. Talbot, Ph.D.

Vice President, Corporate Development, Jefferson Center for Mental Health, & Advisory Board Member, OPEN MINDS

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

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

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

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

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

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

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

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Devin A. Reaves, MSW

Co-Founder & Executive Director, Pennsylvania Harm Reduction Coalition

Devin is a person living in recovery since 2007. He is a community organizer and grassroots advocacy leader. Devin has worked on the expansion of access to the lifesaving medication Naloxone, implantation of 911 Good Samaritan policies, and the development of youth oriented systems. He wants to build constituencies of consequence that will lead to meaningful public health policy changes around substance use disorders. Devin is the co-founder and Executive Director of the Pennsylvania Harm Reduction Coalition (PAHRC). Devin received a Master of Social Work from the University of Pennsylvania School of Social Policy & Practice with a focus on community and organizational change and has a BA in Human Services from Lynn University. Devin also serves on the Pennsylvania Overdose Task Force and the Board of Directors for the Association of Recovery Schools.

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Core Solutions, Inc. Knowledge Partner

Knowledge Partner

Sponsored by Core Solutions, Inc.


11:00 am - 11:30 am

Raffle Prize Drawing In The Institute Exhibit Hall

Networking


11:30 am - 12:30 pm

What Does It Take To Outlast The Disruptors? Building A New Strategy For A New Market

Keynote Address

Monica E. Oss

Chief Executive Officer, OPEN MINDS

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

 

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2:00 pm - 5:00 pm

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

Executive Seminar

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

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

Ray Wolfe, J.D.

Senior Associate, OPEN MINDS

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

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

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

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

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

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

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

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

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9:00 am - 4:00 pm

The OPEN MINDS Consumer Engagement Technologies Summit

Executive Summit

As consumers’ adoption of digital technology in their health service continuum increases, the demand for, and sustainability of, traditional models of service delivery will decrease. Executives need a proactive plan to integrate these new digital technologies into their service system—to both increase consumer preference for their services and decrease service cost. But implementing a new technology can have far-reaching implications for an organization’s clinical operations, financial sustainability, and consumer relationships. Digital treatment technologies need to be integrated into existing treatment protocols, clinical teams need to accept and learn to excel in using these new tools, and consumers need to feel comfortable and empowered to play a new role in their care.

During this summit, we will review the emerging trends in consumer treatment technologies, explore the new digital treatment options, hear case study presentations from organizations that have successfully incorporated consumer and technologies into their programing discuss how executives of provider organizations can incorporate new technologies into their strategy.

John F. Talbot, Ph.D.

Vice President, Corporate Development, Jefferson Center for Mental Health, & Advisory Board Member, OPEN MINDS

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

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

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

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

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

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

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

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