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The 2022 OPEN MINDS I/DD Executive Summit

The OPEN MINDS 2022 I/DD Executive Summit: Innovations In Care Delivery For Consumers With I/DD & Complex Care Needs is the “must-attend” summit event for executives at organizations serving people with intellectual/developmental disabilities (I/DD). It is designed to provide both practical and cutting-edge ideas for executives who are growing their organization despite the turbulence of the past two years. This information-packed event will include ways to innovate, integrate, and coordinate services catered to the complexities of this consumer population while laying out a clear picture of the future in I/DD services.

Throughout the day, we will hear case study presentations led by payer and provider organizations who will discuss service delivery in a value-based model, care coordination options for I/DD support organizations and payers, the complexities of dual diagnoses of I/DD with behavioral health, and the intersectionality of I/DD and justice-involved individuals. Attendees will be able to dialogue with presenters, ask questions about challenges & opportunities, and discuss perspectives on the future of I/DD care.


8:00 am – 9:00 am Executive Networking Breakfast

9:00 am – 9:15 amWelcome/Opening


Peggy Terhune, Ph.D., President & Chief Executive Officer, Monarch & Advisory Board Member, OPEN MINDS

Ray Wolfe, Senior Associate, OPEN MINDS

9:15 am – 10:30 am
For I/DD Services, “Managed Care” Is Not A Bad Word: How United Healthcare Is Expanding Services To Meet This Growing Need

Providing services to complex consumers like those living with Intellectual and Developmental Disabilities (I/DD) can be tricky at best. Between care coordination across disparate entities, figuring out who provides what services for the dual-eligible (Medicare and Medicaid) population, and navigating differences in information systems, it is easy to see why the consumer may become lost in the middle. United Healthcare may have the solution in managed care for the I/DD population. Specialty provider groups and individual providers have often thought of “managed care” as a bad word, but by leveraging the resources and technology that United Healthcare has at their disposal, they are able to serve more consumers living with I/DD, and well. Hear how the state of managed care at United Healthcare started, how it’s going, and where it’s headed as it attempts to expand services for growing needs in the I/DD healthcare space.


Tonya Copeland, MBA, Vice President, Solutions Partner, UnitedHealthcare

10:30 am – 10:45 am — Break

10:45 am – 12:15 am
Care Coordination Models For The Most Complex Consumers with I/DD

Complex consumers require comprehensive care planning and coordination, and this is especially true with the intellectual and developmental delay (I/DD) population. Medically and behaviorally this population can be challenging to support, especially when the community resources and provider infrastructures are not fully prepared. The rapid expansion of retail health care, increasing health plan investment in primary care practices coupled with behavioral health, and changing care delivery models enabled by technology and data are all contributing to shifting perceptions about where and how care is delivered for specialty populations. In the current health and human service environment, the payer focus is on integration and on reducing the spend on the complex consumer population by increasing integrated models of care coordination across medical, behavioral, pharmacy, and social support systems. In this session we will hear:

  • Best Practices for an integrated model of care coordination serving the I/DD population
  • Implications of the market shift for specialty provider organizations
  • Case studies from organizations that have developed specialty care coordination models for complex consumer populations


Melissa Covert, Vice President, Clinical, Complex Health Solutions, CareSource

Melissa Richards, Ph.D., BCBA-D, Senior Vice President, Clinical Operations, The Columbus Organization

Peggy Terhune, Ph.D., President & Chief Executive Officer, Monarch & Advisory Board Member, OPEN MINDS

12:15 pm – 1:15 pm Lunch

1:30 pm – 3:00 pm
Designing A Service Delivery System For Consumers With I/DD & Complex Medical Needs

Those living with an intellectual or developmental disability are more likely to experience chronic conditions such as obesity, thyroid conditions, and premature aging. This coupled with the potential need for mental health services creates a slice of the population that have higher specialty needs from providers in multiple areas. In an evolving managed care marketplace new payer service delivery requirements and expectations for care coordination and the ability to “do it all” are changing the way community mental health provider organizations deliver traditional mental health services, as well as the way that primary care delivers services. Being an organization that can provide the right (multiple) levels of cares of care in an integrated manner for this complex consumer is becoming increasingly important and to be successful, provider organizations must be positioned as a “preferred provider” in this competitive market, especially as we see more primary care groups entering the behavioral health space. When you add consumer’s increased adoption of digital technology in their health service continuum, the demand for, and sustainability of, traditional models of service delivery will decrease. Executives need a proactive plan to integrate digital technologies into their service system, as well as a strategic plan to ensure they are partnered in a way that allows for comprehensive care for this specialty population, which helps increase consumer preference for their services and decrease service cost. And what are these service models that work for the most complex of consumers? Join as we delve into:

  • The best practice model for service line evolution and on-going program performance management
  • An overview of the market trends driving the increased use of treatment technologies
  • How organizations have created innovative solutions for service delivery in the physical and mental health space


Karen Lindgren, Chief Clinical Officer, The Bancroft Group

Mark Treat, Chief Strategy Officer, Upward Health

Anubhav Kaul, Senior Vice President – Medical Affairs, Upward Health

Ray Wolfe, Senior Associate, OPEN MINDS

3:00 pm – 3:15 pm — Break

3:15 pm – 4:45 pm
The Criminal Justice System & The Consumer With I/DD — Innovative Programs

Individuals with intellectual and/or developmental disabilities (I/DD) can become involved with the criminal justice system in many ways, but face a lack of understanding, fear, and prejudice are key contributors. This can be compounded with un and mis- diagnoses, and those with I/DD are often victimized and discriminated against at high rates, and yet our legal systems remain outdated and lacks an understanding of due process and appropriate representation for this sector of the population. And yet, there are organizations out there that are meeting this seemingly ignored need and offering innovative approaches to answer the call. These organizations are attempting to appropriately integrate this complex consumer back into the community at large, and ensure their needs are not being ignored through innovative approaches. You can expect to:

  • Understand the intricacies of how this population becomes justice-involved, and the challenges they face
  • Identify systemic changes that are in place, or need to change, in order to accommodate the I/DD population
  • Hear about innovative case studies happening at the cross-sectionalism of criminal justice and the individual living with I/DD


Amy Gaddor, Assistant Director, Clinical Services, Mountain Lake Services

Sarah Louer, Director, Clinical Services, Mountain Lake Services

Wayne Young, Chief Executive Officer, The Harris Center

Peggy Terhune, Ph.D., President & Chief Executive Officer, Monarch & Advisory Board Member, OPEN MINDS