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!

1:30 pm – 4:30 pm CT

Improving Consumer Experience: The 2026 OPEN MINDS Executive Seminar On Creating Better Engagement & Increasing Revenue

Best Practices Seminar

Sponsored By:

Much focus has been on digital strategies for health and human service organizations. A post-pandemic strategy involves a multi-pronged technology-driven approach that leads to streamlining processes and higher performance. While the pandemic has accelerated the use of technology to support consumer access, using a technology strategy to assure business success goes beyond a consumer digital interface. This seminar will focus on the eight dimensions of digital transformation and provide a road map for executive teams to integrate and incorporate their entire organization. Attendees will gain insights into a digital-first approach focused on consumer experience, organizational efficiency, resiliency, growth, and sustainability. Key objectives include:

  •  A road map for digital-first evolution and what it means to be a digital-first organization
  • The eight dimensions of a digital-first framework for quality and performance
  • Critical organizational competencies needed for leading-edge technology transformation

4:00 pm – 4:30 pm

Giving Client Engagement A True Home At Christian Children’s Home Of Ohio

Part of the Consumer Experience Seminar

At Christian Children’s Home of Ohio (CCHO), client engagement wasn’t struggling because of a lack of effort or commitment — it was operating within a highly complex environment. With many teams, systems, and handoffs in play, it wasn’t always clear what came next—slowing progress across intake, documentation, communication, and billing. When intake, documentation, communication, and billing span multiple teams and systems, even simple questions can slow progress if answers aren’t easy to find. Staff and leaders frequently found themselves asking: Is this ready to go to the client? Did the client receive it? Who owns the next step? 

In this session, Tonia Hanshaw shares how CCHO stepped back and realized the work was getting done — just across too many disconnected tools and workarounds. Rather than adding another system, CCHO focused on giving client engagement a true home by anchoring it directly to their Qualifacts EHR. With the Client Engagement Suite, CCHO extended existing workflows, replaced assumptions with visibility from intake through billing, and developed clear, intentional engagement with its clients.  

The result is a more confident, predictable client experience — and a quieter, more trusted operational environment. Staff isn’t left guessing, clients engage at the right time with the right context, and leadership doesn’t have to investigate or intervene to keep things moving. This session offers a practical, real‑world look at the value of consolidating client engagement into the same ecosystem as your EHR â€” and what changes when engagement finally has a place to live. 

Sharon Hicks, MSW, MBA

Sharon Hicks has more than 30 years of experience in the health and human service field. She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division.   Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization.  She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.

Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work. Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburgh. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.

Tonia Hanshaw

Tonia Hanshaw, Special Projects Manager at Christian Children’s Home of Ohio (CCHO), has been a dedicated employee since June 2007. Initially hired to spearhead the credentialing of the agency’s clinical providers with commercial insurance companies, Tonia transitioned into the role of Assistant Director of Finance. In 2016, she took the lead in the agency’s implementation of Qualifacts’ CareLogic EHR. Recognizing the demands of this critical project, Tonia moved into her current role as Special Projects Manager, allowing her to focus on the ongoing development and optimization of the EHR. Building on her commitment to leveraging technology for enhanced care, Tonia led the 2023 implementation of Qualifacts Client Experience Solutions (formerly OnCall). In 2024, her proactive approach led CCHO to participate in Qualifacts® iQ Beta team, and she continues to drive the adoption of the product across the agency’s provider network.

Leadership & Management Certificate Program Course | Domain: Technology & Analytics | Credit Hours: 3.0

9:45 am – 10:00 am CT

The I/DD & Autism Landscape: Population Trends, Co-Occurring Needs & Market Pressures

The Autism & I/DD Executive Summit

This session provides a comprehensive overview of the current I/DD & Autism markets, with a focus on population growth, increasing clinical complexity, and the prevalence of co-occurring mental health, chronic conditions, and substance use disorders. Executives will gain insight into workforce shortages, reimbursement constraints, regulatory pressures, and access challenges shaping service delivery nationwide. Speakers will highlight key data trends and emerging risks to help leaders better anticipate demand, align resources, and position their organizations for sustainability in a rapidly evolving environment.

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.

Leadership & Management Certificate Program Course | Domain: Leadership Strategy & Governance | Credit Hours: 0.5

10:00 am – 11:30 am CT

Integrated Care In Action: Lessons From Multi-Service I/DD, MH & SUD Providers

The Autism & I/DD Executive Summit

As individuals with I/DD present with increasingly complex behavioral and substance use needs, integrated service models are becoming essential. This session features real-world case studies from organizations delivering both I/DD, MH or SUD services under one operational and clinical framework. Presenters will discuss lessons learned, barriers to integration, regulatory considerations, and measurable outcomes, offering executives practical insights into scaling integrated care while maintaining quality, compliance and financial viability.

Kelley Krueger, Ph.D., BCBA

Afm Z. Haque, M.D., MPH

Leadership & Management Certificate Program Course | Domain: Innovation, Marketing & Service Line Development | Credit Hours: 1.25

11:45 am – 12:45 pm CT

Accountable Care For Autism & I/DD: Inside The ACO Model

The Autism & I/DD Executive Summit

What does accountable care look like for individuals with I/DD? This session explores ACO models designed to improve care coordination, outcomes and cost management for this population. Hear directly from ACO leaders and participating providers about governance, data sharing, quality metrics, and financial alignment. Attendees will gain a balanced view of the opportunities and challenges of ACO participation, along with actionable considerations for organizations evaluating or operating within these models.

Pam Matuszewski

Leadership & Management Certificate Program Course | Domain: Leadership Strategy & Governance | Credit Hours: 1.0

2:00 pm – 3:00 pm CT

Breakout Discussion Group: Treatment Considerations For Co-Occurring Disorders

The Autism & I/DD Executive Summit

This breakout discussion group will gather for a deeper conversation about treatment considerations and issues for populations with co-occurring disorders, including how to cross train staff and clinical leaders, overcoming communication barriers when it comes to diagnosing, and adopting trauma-informed, person-centered care models.

Choose which 2:00 pm discussion group you’d like to attend!

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.

Breakout Discussion Group: Making The Funding Work For Integrated Care

The Autism & I/DD Executive Summit

This breakout discussion group will gather for a deep dive into funding integrated care models including braided funding strategies, approaches to health plan contracting relationships and marketing to payers, as well as merger and acquisition growth strategies.

Choose which 2:00 pm discussion group you’d like to attend!

Paul Duck

Paul M. Duck brings over 25 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts – responsible for a 30% increase in net revenue and initiated over $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.

Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning, including, the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.

Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.

Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.

Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Bachelor of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc Magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.


3:15 pm – 4:30 pm CT

Medicaid Innovation For Autism & I/DD: 1115 Waivers, Emerging Models & Funding-Driven Change

The Autism & I/DD Executive Summit

Medicaid policy continues to be a primary driver of innovation in I/DD services. This session examines new and experimental Medicaid waivers, with a particular focus on Section 1115 demonstrations and their impact on care models, funding structures, and service integration. Presenters will review current waiver activity, early results, and state-level trends, helping executives understand how funding mechanisms are shaping the future of I/DD services and where strategic opportunities may exist.

Janet Butler

Janet Butler has developed and led residential and individualized support programs for over 35 years, primarily with Community Systems, where she is the CEO and President.  Her innovative thinking and dedication to the discovery of each person’s definition of their own happiness have led to scores of remarkable success stories, most notably with persons considered too challenging to ever enjoy community success or live independently.

Ms. Butler received her degree in nursing and later a BS in Nonprofit Management from Skidmore College.  She was the Executive Director of Community Systems, Inc. in Massachusetts for more than 20 years, starting the operations and growing the organization to support 250 individuals with more than 350 staff. 

Janet assumed the role of CEO upon the retirement of the founders at CSI, who had filled their roles for more than 30 years. Prior to this role, she worked as a nurse in acute care and helped develop one of the first hospice services in southeastern Massachusetts when it was strictly charity responsibility. 

Community Systems, Inc. is a group of nonprofit organizations providing support to persons with disabilities in Massachusetts, Connecticut, Virginia, and Delaware.  The organization operates primarily in the ID/DD  but also provides brain injury services, including to disabled veterans.   For the last 15 years, the primary focus of her role has been to help build leaders.

Stacey Dixon, Ph.D., MHA

Leadership & Management Certificate Program Course | Domain: Financial Management | Credit Hours: 1.5

4:35 pm – 5:30 pm CT

The Road Ahead For Autism & I/DD Organizations: A Payer & Provider Executive Roundtable

The Autism & I/DD Executive Summit

This closing panel brings together senior leaders from Autism & I/DD provider organizations and payer partners for a candid discussion on the future of the field. Panelists will address shared challenges, evolving expectations, and opportunities for collaboration across care delivery, reimbursement, and innovation. Designed as an interactive executive dialogue, this session will leave attendees with forward-looking perspectives and practical takeaways to guide strategic planning in an increasingly complex I/DD landscape.

Rita Wiersma

Rebecca Richwine, MS

Becki Richwine is the Senior Vice President for Merakey’s Children & Family Services, responsible for overseeing all program operations and driving clinical and business development. She began her career at Merakey in 2007 as the Regional Director of Autism Services. Becki’s leadership has been instrumental in significantly expanding program operations, while she continues to foster new ideas to improve programming for all Merakey children’s services.

Becki received her BA in Psychology from Shippensburg University and went on to receive her Master’s in Clinical Psychology with a focus in Behavioral Disorders and Social Emotional Disorders. She started her career in human services as Therapeutic Support Staff before moving into management roles, such as the Assistant Director of BHRS, the Director of Outpatient Services, the Executive Director of Operations, and the Vice President of Education & Autism Services.

In her over 20 years of experience, Rebecca has focused her career on delivering high quality services to all individuals in need and skilling operational and clinical leaders to help fulfill that mission.

Dean Pastras, ACSW, LCSW

Leadership & Management Certificate Program Course | Domain: Organizational Performance Optimization | Credit Hours: 1.5

8:30 am – 9:30 am CT

Looking Towards The Horizon: How Magellan Health Is Advancing Behavioral Health Through Clinical Innovation

Keynote

Leaders at Magellan Health are looking to the future as the organization transitions to an independent managed behavioral health care organization. In this keynote, Dr. Steven Pratt, Chief Medical Officer of Magellan Health, will share how the company plans to expand its clinical services into new markets with enhanced technology, AI, data and analytical solutions, providing quality access to care to more communities. Discover how Magellan is continuing to focus on whole person care, excellent customer service, and collaborating more effectively with providers to improve outcomes for complex populations.

Steven Pratt, M.D.


3:10 pm – 3:40 pm CT

Strategy With Purpose: Creating Growth, Competitive Advantage & Sustainable Impact

Closing Keynote

For leaders in health and human services, challenging times present a unique opportunity to rethink strategy, reimagine service delivery, and redefine marketing approaches. Join Monica E. Oss, Chief Executive Officer of OPEN MINDS, as she takes a candid look at the current industry landscape and offers actionable insights and tools to help organizations take control of their strategy, focus on their strengths and mission, and emerge stronger.

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.

Leadership & Management Certificate Program Course | Domain: Innovation, Marketing & Service Line Development | Credit Hours: 0.5