The Autism & I/DD service landscape is changing, and these changes are bringing new opportunities for providers to enhance existing services, develop new services, and improve the overall quality of care to meet the new and shifting needs of this complex population.
The OPEN MINDS Autism & I/DD Learning Path is designed to help executive leaders examine industry trends, understand emerging funding models, demystify technology innovations, and share opportunities for improved care and new service line development.
View featured courses and sessions below to get started!
Creating & Enhancing Service Lines: The 2025 OPEN MINDS Executive Seminar On Developing A Winning Growth Strategy
In the current environment of changing consumer expectations and new financial models, two essential skills that all executives need to master are the ability to evaluate and modify existing service lines as well as the ability to develop new services to meet the changes in the evolving market.
In this revamped seminar, OPEN MINDS industry experts Ray Wolfe and Joe Naughton-Travers will break down the process of evaluating current service lines to help answer the questions, which ones should you keep, invest in or curtail? They will also discuss the details of the finances, legacy and compliance issues that come with enhancing the service lines you already have. In addition, they’ll review real-world case studies, and the tools used in the analysis to help create a budget for new service lines, the understanding of reimbursement rates, and the units of service and staffing needed to help organizations decide if this is a viable option.
Attendees will take away:
- A multi-faceted approach for evaluating service line opportunities
- The tools needed to analyze current and new service lines
- Real world examples of new service line development and decision making from successful organizations
Ray Wolfe, J.D.
Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.
Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.
Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.
Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.
Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.
Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.
Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.
Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.
Joseph P. Naughton-Travers, EdM
Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.
Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics. Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.
Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.
He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.
Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.
Having An Impact On Health Equity—Challenges, Opportunities & Inspiration
What is the future of measuring and managing health equity issues in the health and human service field? Karen Dale, the Market President at AmeriHealth Caritas District of Columbia provides insights into the challenges of assuring equity in access to and delivery of health care for all members. In her presentation, she will talk about the effects of lack of equity on the AmeriHealth plan performance and their new initiatives to measure and improve health equity among their members.
AmeriHealth Caritas is a national leader in health care solutions for complex consumers, currently serving approximately 5 million members in 13 states and the District of Columbia. In her tenure as Market President, Ms. Dale has been dedicated to improving health care service delivery and outcomes.
Karen Dale
Karen M. Dale is Market President for AmeriHealth Caritas District of Columbia, a mission-based Medicaid Managed Care Organization in Washington, D.C., and the Chief Diversity, Equity, and Inclusion Officer for the AmeriHealth Caritas Family of Companies. Her focus includes applying a health equity lens to impact all levels of policies, processes, decisions, laws, and outcomes for the communities AmeriHealth Caritas serves.
She also leads a decidedly metric-driven business approach to mobilize leaders and accelerate strategies to advance diversity, equity, and inclusion inside and outside the walls of AmeriHealth Caritas. As a result, opportunities for people to experience health, wholeness, and belonging are enhanced by addressing the social, economic, and environmental conditions that are drivers of poor health.
In addressing the landscape of needs among the nation’s vulnerable populations, Dale has cultivated a focus that has helped AmeriHealth Caritas concurrently innovate, while meeting the highest levels of quality and service. These efforts include the use of digital tools to aid in the management of chronic diseases, peer-to-peer outreach using community health workers and peer specialists, and the use of a human-centered member engagement approach.
Dale’s vision is notably reflected in key programs addressing Black maternal health, racism, housing, transportation, violence interruption, and food insecurity. In addition, her philosophy that health care must evolve into a health ecosystem that promotes wellness without barriers, starting where people are, has led to several collaborative relationships with providers, community partners, philanthropists, and businesses to implement sustainable, scalable solutions with high impact.
Her hobbies include gardening, creating healthy Caribbean recipes, traveling, and watching her son’s soccer games.
Evolving Best Practice Models In Whole Person Care For People With Cognitive Disabilities: A Panel Discussion
As we embark on times of great change, organizations must reflect on where they are on the journey to whole person care, and what their strategic vision for the future is. With challenges like funding for dual eligibles and complex care individuals, organizations are looking for ways to integrate care to ensure there is “no wrong door” when consumers are receiving services.
Join a panel of experts and hear how they are addressing these challenges by shifting to integrated care models and developing innovative programs in order to serve the most complex and costliest of consumers with great outcomes and cost-savings to the system.
During this session, attendees will hear:
- Advances in whole person care models for people with cognitive disabilities, including technology, staffing, and service models of care
- The legal, governance, and programmatic strategies when implementing a whole person care model
- Solutions to integrate whole person care strategies for a more holistic and impactful approach to service delivery
Tine Hansen-Turton, MGA/MPA, J.D., FCPP, FAAN
A seasoned Healthcare and Human Services Executive with 25 years of experience in C-suite executive leadership throughout her career in Nonprofit, Private, and Government Organizations, Tine Hansen-Turton is the President and CEO of Woods System of Care (WSOC). WSOC is a leading population health and advocacy organization in PA and NJ that provides life cycle care to meet the lifelong needs of children and adults with intellectual disabilities and autism (ID/A), acquired brain injuries, and /or mental health challenges who may also have complex medical and genetic conditions. She oversees 7500 staff that serves more than 52,000 individuals. Ms. Hansen-Turton also serves as the founding Executive Director and Administrator for the Convenient Care Association (CCA), the national trade association of over 3500 private-sector retail clinic industry, serving 40 million people with basic health care services across the country. Ms. Hansen-Turton formerly served as the Chief Operating Officer and Chief Strategy Officer at Public Health Management Corporation, where she oversaw and led corporate strategy, operations, business development, and M&A. Additionally, Ms. Hansen-Turton served as CEO of the National Nurse-led Care Consortium, a non-profit organization supporting the growth and development of over 500 nurse-managed and school health clinics. Ms. Hansen-Turton also teaches public and social innovations, leading nonprofits, health policy, and the social innovations lab at the University of Pennsylvania Fels Institute of Government and School of Nursing. Ms. Hansen-Turton is the founder and publisher of a social impact/innovation journal and has published eight books. She received her BA from Slippery Rock University, her Master of Government/Public Administration from the University of Pennsylvania Fels Institute of Government, and her Juris Doctor from Temple University Beasley School of Law.
Simon Kimmelman
Simon Kimmelman, Esq., serves as Senior Executive Vice President and Chief Operating and Legal Officer for the Woods System of Care. In his role as Chief Legal Officer, he heads up the Woods Legal Department and oversees all law-related matters for Woods, its affiliates, and related entities. As Chief Operating Officer, he is directly responsible for implementing the Woods Strategic Directions Plan and coordinating the Woods System of Care operations. Previously, he was a member of Sills Cummis & Gross P.C. and served as Managing Partner of the Firm’s Princeton, New Jersey office. Mr. Kimmelman’s practice was focused on business bankruptcy, health law, general corporate matters, and commercial litigation. He has represented major entities involved in many of the most significant Chapter 11 cases filed in New Jersey and several other jurisdictions. He served as the bankruptcy trustee for Kiwi International Airlines and John Z. DeLorean. He is admitted to the Bar in Pennsylvania and New Jersey. He is a fellow of the American College of Bankruptcy and former Chair of the Bankruptcy Law Section of the New Jersey State Bar Association and the Lawyers’ Advisory Committee to the New Jersey Bankruptcy Court. In recognition of his contributions to the advancement of medicine and dental medicine, he has recently been elected a Fellow of the College of Physicians of Philadelphia. Mr. Kimmelman has been involved in various charitable endeavors and most recently served as President of Har Sinai Temple in Pennington, New Jersey. He also served as a long-standing Member and Board Chair of the Woods Resources Board of Trustees. Mr. Kimmelman received his B.A. from the University of Pennsylvania and his law degree from Vanderbilt University Law School.
Dr. Sailaja Musunuri
Dr. Sailaja Musunuri, MD, Executive Vice President of Integrative Medicine and Chief of Psychiatry. Dr. Musunuri is an accomplished physician, psychiatrist, and leader with over 20 years of experience in clinical practice, specializing in the care of children and adults with intellectual disabilities, autism, co-occurring psychiatric disorders, and other complex medical conditions. She currently serves as the Executive Vice President of Integrative Medicine and Chief of Psychiatry at Woods System of Care, where she is recognized for her exceptional leadership, innovative thinking, and ability to deliver results across diverse clinical settings. Double board-certified in both Adult and Child & Adolescent Psychiatry, Dr. Musunuri is known for her compassionate, high-quality care and her ability to think creatively, challenging conventional approaches to healthcare. Her leadership extends beyond clinical practice to include fostering key collaborations with nonprofit health organizations and pharmaceutical leaders, focusing on improving services and outcomes for individuals with intellectual disabilities. She has played a pivotal role in building trust and driving mission-critical initiatives within her organization. Dr. Musunuri is also the founder of the Mollie Woods Hare Center for Excellence in Neurodivergence – Intellectual Disability, Autism, and Mental Health, which serves as the training and dissemination hub for best practices in the field. In addition, she is an active Board Member of The Network: Toward Unity for Health (TUFH), a global non-state actor aligned with the World Health Organization. TUFH works to foster equitable, community-oriented health services and research globally, and Dr. Musunuri’s involvement further underscores her commitment to enhancing healthcare access for vulnerable populations. With her unique combination of clinical expertise, leadership, and global partnerships, Dr. Musunuri continues to drive forward the strategic goals of Woods System of Care, ensuring that individuals with disabilities receive the highest quality of care and support. Her connections across the U.S. and India are instrumental in developing new programs and partnerships aimed at improving services for people with disabilities in both regions.
Jeanne Marshall, M.Ed, MA, BCBA, LBA
Jeanne Marshall has been affiliated with the Easterseals Midwest organization since 1987 when she began volunteering and working as a classroom assistant. She graduated from the University of Missouri with a Master’s degree in Special Education in 1991. She served in a variety of program roles prior to becoming the Director of the Training Program in 1997. In 2004, Jeanne was appointed as Chief Program Officer for and continued in that role until 2024 when she was appointed President. In 2004, she completed a Master’s degree in Applied Behavior Analysis from The University of Nevada and is a Board Certified and Licensed Behavior Analyst. She also holds teaching certifications in Special Education for Learning Disabilities and Behavior Disorders.
Jeanne has served for more than 15 years as a surveyor for CARF International , a not for profit organization that reviews and grants accreditation for organizations providing services in the industry. She has served on the Board of Directors for St. Bridget of Kildare School, The Association for Aging With Developmental Disabilities, the Missouri Association for Behavior Analysis, and The Autism Collective. She currently serves on the Missouri Autism Commission and the Starling Board of Directors.
Tisha Jackson
Tisha Jackson is an experienced executive leader in healthcare operations, currently serving as the Chief Operating Officer at Abound Health. In this role, Tisha is responsible for leading operational strategies, ensuring quality and compliance, and fostering innovation.
Previously, as a Novant Health leader, she was responsible for both ambulatory and acute facility neuroscience programming. Tisha holds a Master of Science in Health Administration from Louisiana State University at Shreveport and is dedicated to advancing quality outcomes in healthcare.
Addressing Health-Related Social Needs In Your Service Delivery: Strategies & Solutions
Social determinants of health, such as housing instability, food insecurity, and lack of access to care significantly impact overall well-being, especially for those with cognitive disabilities. Service providers across various sectors of health care, social services, and community organizations, are increasingly called upon to address these needs to improve health outcomes. In this session, we will explore effective strategies for integrating health-related social needs into service delivery for the autism and I/DD populations.
This session will cover:
- Identifying common health related social needs in persons with cognitive disabilities
- Practical strategies for incorporating screenings and assessments into service delivery
- Building collaborative partnerships with community organizations and leveraging technology to better track and address social needs.
Marco Damiani, MA, BS, ABD
Marco Damiani has spent his entire career in disability rights, fighting for full inclusion of people with intellectual/developmental disabilities into their communities. Starting as a Direct Support Professional, working for a non-profit at the Willowbrook State School as it began closing, he quickly realized the power of collective advocacy on behalf of people who are perceived as different. As Marco’s career progressed, he devoted much of his energy in working to achieve health equity for people with disabilities, playing a major role in developing integrated care models for people frequently underserved by the conventional healthcare system.
As CEO of AHRC NYC, a Forbes Best American mid-size company, he leads a staff of 5,000, supporting 15,000 individuals with IDD and their families.
Marco is an appointee to the NYU College of Dentistry Dean’s Strategic Advisory Council and is a recipient of the Kriser Medal, the College’s highest honor, a recipient of Pace University’s Opportunitas-in-Action Medal, The Arc of the United States National Convention of Executives Outstanding Lifetime Achievement Award, a Certificate of Special U.S. Congressional Recognition for outstanding and invaluable service to the community, Crain’s Business and Empire BCBS Whole-Healthcare Hero and The Excellence in Autism Award from Mental Health News Education. He has also received Citations from The NYS Assembly and the Bronx Borough President for Meritorious Advocacy and Community Service.
He is a Mayoral Appointee of the NYC Community Services Board, a member of NYC Mayor Eric Adams’ Transition Team, Board Member of the Inter-Agency Council of IDD Agencies, NY Disability Advocates, Care Design NY, Metro Community Health Centers, and Cafe Joyeux U.S., an international network of cafes staffed primarily by neurodiverse people. He has published articles in the Journal of the American Medical Association, the Journal of Policy and Practice in Intellectual Disabilities and the Journal of Social Work in Disability and Rehabilitation, among others. Marco has a BS in psychology from Manhattan College, a Masters in Developmental Psychology from Columbia University, and is ABD in Educational Psychology from New York University.
Nia Uhlenhake
With over a decade of experience in the field of Autism and advocacy, Nia Uhlenhake is the Family Support and Community Outreach Manager at AZA United, where she has been a driving force for the past six years. Nia’s journey in this field began 12 years ago when her son, now 17, was diagnosed with Autism, ADHD, ODD, and Anxiety. Motivated by a deep desire to understand the systems of care to better support her son, she began working at the Division of Developmental Disabilities as a Support Coordinator. This early experience ignited her passion for helping families navigate complex systems and led her to AZA United.
Starting as the sole Family Support Specialist, Nia helped develop the family support program from the ground up. Soon she began leading a thriving team of five additional family support specialists. Her unwavering commitment to advocacy and her “no stone left unturned” approach has made her a trusted resource for families, ensuring they receive the support and resources they need to thrive. Nia has become a reliable community resource and has been invited to present at multiple events and serve as a panelist, sharing her expertise and experiences with a wider audience. She was also the recipient of the 2024 Arizona Peer and Family Career Academy’s Family Support Partner of the Year Award, a recognition of her dedication to supporting families in need. Nia is passionate about creating lasting positive changes in the lives of families and individuals.
The Monarch Whole Person Care Model: A Lunch & Learn Session
Blake Martin, MHA
Blake Martin, MHA, serves as Monarch’s President. Under the direction of Chief Executive Officer Dr. Peggy Terhune, Blake leads the organization’s strategic planning efforts, build and maintain relationships with state and national policymakers and oversee operations of key business units, enabling the company to continue as well as expand the delivery of exceptional care across all services.
As President, Blake is directly responsible for identifying and developing strategic opportunities and maintaining relationships with the North Carolina Department of Health and Human Services, statewide local management entities and managed care organizations (LME/MCOs), social services agencies, licensing agencies and the people and families Monarch supports, among other key stakeholders.
Blake brings extensive experience in health care administration, operational oversight and fiscal management, having most recently served as Monarch’s Chief Strategy Officer, where he led the development and implementation of a new five-year strategic plan. He holds both a Master of Health Administration (MHA) degree and a bachelor’s degree from Pfeiffer University. He also serves as a member of Pfeiffer University’s Board of Trustees.
Measuring Outcomes In Whole Person Care
For people with cognitive disabilities, a holistic approach requires tailored methods to assess progress, identify needs, and ensure that care plans are comprehensive and individualized. During this session, explore effective strategies for measuring outcomes in whole person care for individuals with cognitive disabilities.
During this session, attendees will:
- Examine challenges and best practices in engaging individuals with cognitive disabilities in outcome measurement.
- Learn how to measure health and wellness outcomes beyond clinical indicators, incorporating factors like quality of life, social engagement, and independence
- Gain insights into how interdisciplinary teams can collaborate to measure outcomes and make adjustments to care to meet evolving needs
Kimber Bruhn
Kimber Bruhn is the National Director of Quality and Nursing Services at Vista Care. She holds a Master’s Degree in Organizational Leadership and Administration. Kimber has worked in over 17 states as well as internationally to support people with disabilities over the past 20 years. She has worked in a variety of role,s including operations, project management, and quality & nursing. In her current role, she is responsible for technology supports, assistive technology, and building an electronic health record system in addition to all things Quality and Nursing.
Uncovering The Challenges & Opportunities For Reimbursement: A Payer Panel
Join our expert payer panel as they delve into the complexities of reimbursement in the Autism and I/DD market. This session will explore the key challenges and emerging opportunities for payers, providers, and stakeholders navigating this landscape. Panelists will share insights on policy changes, funding models, and innovative solutions that can help ensure accessible and effective care for the autism and I/DD populations. Don’t miss this opportunity to gain a deeper understanding of how reimbursement strategies can drive improvements in care and outcomes for these complex consumers.
David Donohue, MBA
David Donohue is the Market President of CareSource’s Arkansas Market, CareSource PASSETM. Prior to joining CareSource, David served as the Executive Director of the New Hampshire Medicaid plan with WellSense Health Plan, where he led state operations. David’s dedication to Arkansas extends back to the launch of the Provider-Led Arkansas Shared Savings Entity.
David has extensive experience working with people with complex needs, including individuals with Intellectual and Developmental Disabilities and those with significant Behavioral Health challenges.
His passion for these populations is rooted in working for and with fee-for-service providers of services as well as hospital systems and provider practices.
He has also supported the launch of managed care programs for both traditional and complex populations across the country. His previous work includes helping to develop specialized programs for people with Intellectual and Development Disabilities, Crisis Programs, and Value-Based arrangements for a variety of provider-types.
Community involvement is a priority for David, and he regularly supports organizations focused on eliminating food insecurity and improving health equity.
David holds a bachelor’s degree in telecommunications from Ball State University and an MBA from Southern New Hampshire University.
David Rogers
David Rogers is the President of Independent Living Systems (ILS) and a seasoned leader with more than 30 years of healthcare experience in both the public and private sectors. As President of ILS, Rogers is responsible for day-to-day management of the internal operations of the company as well as execution of strategies to optimize people, process, and technology across the enterprise and to continue to advance ILS as a driving force in healthcare innovation.
Prior to being named President of ILS in 2020, Rogers joined Florida Community Care (FCC), a subsidiary of ILS, as Executive Director and Chief Operating Officer in 2018. Before assuming his role at FCC, Rogers was Managing Principal of Health Management Associates (HMA) Medicaid Market Solutions where he advised and supported state agencies, health systems, health plans, and others. Rogers served as Assistant Deputy Secretary for Medicaid Operations, functioning as the Florida’s Medicaid program’s Chief Operations Officer. He has also served as Idaho’s State Medicaid Director.
David earned his Bachelor’s degree and Graduate Certificate in Health Services Administration and Public Policy from Florida State University.
The Future Of Value-Based Care For Consumers With Behavioral Health Disorders: The Centene Total Cost Of Care Model In Florida’s Sunshine Health Plan
For health plans, a big challenge is addressing the 5% of the member population with behavioral and cognitive conditions who use 35% of the total resources. The question is how to develop an integrated care model for those consumers that balances the quality of care with the cost of care. In this informative session, Carole Matyas, Vice President of Sunshine Health, a Centene health plan, reviews Centene’s total cost of care model – a program that assigns responsibility for the management of specific consumers to provider organization partners that can address their behavioral health, primary care, and social service needs. Ms. Matyas will discuss the challenges of advanced health plan/provider partnerships – and the future of these partner relationships in a changing health care environment.
Carole Matyas, MSW
Carole Matyas is the Vice President Operations for Sunshine Health Plan. She oversees the SMI Specialty Plan in Florida and has responsibility for overall operation of the program. Carole is accountable to assure the development of a fully integrated medical/behavioral program that is centered in whole person attention and care. She assists with representing the company externally to assure our members, providers and stakeholders have the information and support they need.
Carole has more than 30 years of behavioral health-related experience, with 20 of those years of experience in health plan operations. She joined WellCare in 2011 as VP Behavioral Health Operations at WellCare Corporate office. Previously she worked for Magellan Health Services, first as a general manager for call center operations, and then as Chief of Clinic Operations, where she led practice management and operations of 23 mental health clinics and a psychiatric urgent care center in Arizona. Her additional experience includes serving as Vice President of Public Sector Operations for Schaller Anderson, a Medicaid managed care organization and helped to develop their integrated model; and as Vice President for Value Options, a managed behavioral health care company whose contracts included carve out managed care for state and government agencies, where Carole was executive lead on a large carve out program in Texas. Carole spent her early career as a licensed social worker providing direct clinical services in a group practice, community mental health and a residential treatment center.
Carole has been recognized by Mental Health America and NAMI Texas for her dedication to mental health advocacy. Carole earned both her undergraduate and Master of Social Work degrees from Marywood University in Scranton, Pennsylvania.
Growth Through Mergers, Acquisitions & Affiliations With Devereux Advanced Behavioral Health & Terros Health
A record number of organizations serving complex populations are looking to manage the uncertainties of the current economic climate by pursuing mergers, acquisitions and affiliations (MA&A). Join this exciting session to learn how to position your organization for growth in the changing and challenging health and human services environment through MA&A. Attendees will learn from the real-world experiences of Devereux, a national non-profit provider of specialty residential and outpatient services for persons with autism, disabilities and severe behavioral health conditions, and TCV Community Services, who chose to affiliate with Devereux after careful consideration and scenario planning. Attendees will also learn from Terros Health, Arizona’s largest non-profit community behavioral health provider, as it progressed on its affiliation journey.
Key takeaways:
- The implementation of best practice affiliation strategies and how to select a potential partner
- How to align organizational cultures and sustain employee engagement while managing through turbulent economic times
- MA&A planning, roll-out and implementation management
- Practical lessons the agencies learned on overcoming short-term pain points to achieve new synergies and long-term success
Karen Hoffman Tepper, Ph.D.
Karen Hoffman Tepper oversees the strategic plan and provides guidance and leadership for Terros Health. She leverages the people around her and empowers them to do what they do best: Inspire Change for Life. Karen has over 20 years of Chief Officer experience and holds Doctorate Degrees from the University of Arizona in Human Development and Family Studies.
Richard Rinaldi, MBA, PMP
As Devereux’s senior director of administration, Rich Rinaldi, MBA, PMP, uses project management best practices to either lead or influence every major initiative across the organization.
Rinaldi joined Devereux in 2015 and, since that time, has served in roles of increasing responsibility. In 2021, he was promoted to his current position, overseeing the following areas/departments: 1) Project Management Office 2), New Business Development, 3) Procurement and 4) the national executive administrative assistant team.
Rinaldi has earned the following degrees: Bachelor of Science in Business Administration from Georgetown University and a Master of Business Administration with a concentration in not-for-profit-management from Chaminade University in Honolulu. He holds the following professional certifications: Project Management Professional, Certified Scrum Professional – ScrumMaster and Advanced Certified Scrum Product Owner.
In addition to his work at Devereux, Rinaldi is an adjunct professor at Wake Forest University and Villanova University, where he instructs students in the area of project management. Previously, he served as an adjunct professor at Harcum College and was a member of the Leadership Main Line Class of 2020. Rinaldi is a member of the Project Management Institute (PMI) – Delaware Valley Chapter (treasurer) and serves as a board member for his local library in Narberth, Pennsylvania.
Fran Sheedy Bost, M.Ed.
Fran Sheedy Bost, M.Ed., served as executive director of TCV Community Services, a position she has held for over 16 years until her retirement in January 2025. For over 50 years, TCV Community Services has been one of Allegheny County’s most-respected nonprofit organizations providing treatment, care and services to individuals living with behavioral health differences and intellectual and developmental disabilities. In her role as executive director, Bost oversaw TCV’s comprehensive array of programs and services for youth and adults through intensive outpatient, partial hospitalization, community living support programs and group homes for mental health adults and individual with intellectual and disabilities, as well as school-based services for children and adolescents.
In 2017, Fran began working with the TCV Board to affiliate with a stronger organization to build capacity to more adequately address the needs of the county. In January, 2022, TCV completed an affiliation with Devereux. The affiliation and integration are viewed as a model on how two mission driven organizations can work together to achieve amazing results.
Prior to TCV, Bost holds more than 35 years of administrative experience in healthcare in Western Pennsylvania. Prior to joining TCV, Bost held the role of vice president of operations at Heritage Valley Health System in Pittsburgh, where she directed the Staunton Clinic and inpatient psychiatric services at two hospitals and six outpatient psychiatric programs. She also oversaw other hospital departments, such as cardiology, radiology and laboratory services.
She also worked for Allegheny Health Choices, Inc. (AHCI), which oversaw Medicaid Behavioral Health managed care in Allegheny County.
Bost also served on the board of Embolden Workers Compensation Trust and as an executive committee member and past president of the Allegheny County Providers Association. She is currently a member of the Allegheny County Behavioral Health Advisory Board.
The Innovation Success Factor In A Chaotic Market
Monica E. Oss
Monica E. Oss, M.S. is the founder of OPEN MINDS and serves as its chief executive officer, executive editor of its publications and websites, and executive lead of its consulting engagements. 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. She is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field – and its focus on the verticals of the field serving consumers with chronic conditions and complex support needs.
Ms. Oss has extensive experience in developing and implementing growth strategies for a wide array of organizations in the field. She has expertise in industry trend analysis, reimbursement and rate setting, and creating actionable plans for market success. In her role, she has led numerous engagements with state Medicaid plans, county governments, private insurers, and health plans, 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.
Prior to founding OPEN MINDS, Ms. Oss served as an executive with a nationally managed behavioral health organization, responsible for market development, actuarial analysis, and capitation-based rate setting. She also held a position as vice president of the U.S. risk management and underwriting division of an international insurance company.
Ms. Oss has been the keynote speaker at the conferences of dozens of national associations and has been published in a wide range of professional journals and trade publications. She has provided Congressional and state legislative testimony on issues as diverse as the financial impact of parity and payer medication access policies.
Ms. Oss has led a range of industry research and consultation initiatives, serving as principal investigator on research projects that include the examination of national managed care enrollment and service patterns, development of provider rate structures for government entities, creation of return-on-investment models for technology investments; design of performance-based compensation models within public and private health plans; and analysis of the economic impact of changes in benefit design, adoption of evidence-based practices, and new technologies.