8:00 am - 5:30 pm CT

The I/DD Executive Summit

Executive Summit

One of the major challenges I/DD executives face is the changing way in which stakeholders across systems of care need to collaborate in this new arena. With the landscape morphing, stakeholders are forced to both think and work differently with Medicaid, managed care, payers, state workers, elected officials, and other partner organizations just to survive. In order to do this, executives need to understand the latest best practices in the evolving Medicaid managed care system and value-based payment market, as well as how to build a system that accurately measures performance in order to get paid. Organizations are also faced with the challenges of understanding the new financing options and meeting the increasingly demanding performance expectations of payers. Executives must prepare and understand how to evaluate if and when to consider a merger or acquisition, and what technology is needed to meet these new payer expectations in order to succeed in the ever changing value-based marketplace.

The 2019 I/DD Executive Summit is designed to provide practical, cutting-edge ideas for executives, with a clear vision on how to continue to move their organization forward successfully, despite all the turbulence. This information-packed event will give your organization the strategies and tools you need to overcome the challenges of today’s changing marketplace.

For the complete agenda click here.

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.


1:00 pm - 4:00 pm CT

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

7:30 am - 8:30 am CT

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.

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 CT

Welcome & Announcement Of Results From The 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

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

 

Welcome & Announcement Of Results From The 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

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

 


9:00 am - 10:00 am CT

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

Keynote Address

The rising prevalence of autism in the U.S. population, the increasing cost of delivering services, and the complex care management needs of this population have caused payers—both public sector and private sector—to look for new solutions for meeting the needs of consumers with autism, including a shift to more managed care. Exactly what this shift to managed systems of care means for specialty provider organizations is a new question. During his opening keynote presentation, James Craig, Corporate Vice President for Autism Solutions at Beacon Health Options will discuss the challenges of managing care for consumers with autism—for both payers and provider organizations; Beacon's approach to managing care for this complex consumer population; and his views on the future of care coordination and service delivery for consumers with autism.


10:15 am - 11:30 am CT

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

Discussion Breakout

Join us for a follow-up session with our keynote speaker, James Craig, LCSW, MBA, Vice President, Corporate Clinical- Autism Solutions, Beacon Health Options. Use this time to ask questions and continue the morning’s discussion with Mr. Craig and OPEN MINDS Chief Executive Officer Monica E. Oss.

Monica E. Oss

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

 

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

Breakout Session

The primary care market is being reinvented before our eyes. The rapid expansion of retail care, increasing health plan investment in primary care practices, and changing delivery models enabled by technology are all contributing to shifting perceptions about the role of primary care. In the midst of this change, we’re also seeing a new payer preference for “specialty” primary care (and specialty medical homes). Health plans are looking for a best practice model that integrates care coordination with long-term services and supports, medical, pharmacy, behavioral health, and social services—and coordinates/provides primary care. In this session, we’ll discuss this new model for primary care for complex consumers and explore how it is reshaping the market for provider organizations. The session will include:

  • A review of the trends reshaping the primary care market for complex consumers and the foundations of emerging specialty primary care models
  • Case models about organizations that have developed specialty primary care models for complex consumer populations
  • A discussion about the implications of the market shift for specialty provider organizations

Stacy DiStefano

With over 25 years of leadership experience in the health and human services industry, Stacy DiStefano has been recognized for her clinical acumen, with a deep understandingof SPMI and IDD populations, market intelligence, and systemic effects of the opioid crisis. Stacy is currently the Chief Operating Officer for Chimes International. Ms. DiStefano was the Chief Operating Officer at OPEN MINDS, overseeing Strategic Consulting Services, Business Development and Marketing teams. After leaving this role, she served on the OPEN MINDS Advisory Board, where she contributed to projects involving national provider organizations, managed care organizations, and pharma and technology vendors, which allows her to bring a timely national perspective to the Chimes Family of Services. Prior to OPEN MINDS, Stacy spent 12 years with Resources for Human Development (RHD) in Philadelphia, PA, where she began as NJ Supportive Housing Program Director, overseeing the inception of the program bringing individuals out of state psychiatric hospitals into home and community-based services. She was integral in expanding the program to six counties, after which she was then promoted to Director of National Business Development & Social Innovation,and eventually to Vice President of Innovation. From 2007-2009 Ms. Distefano served as the Ocean County Campaign Coordinator for NJ of Obama. She is the founding Principal of Consulting for Human Services, which she has operated since 2015. Ms. DiStefano earned her Master’s of Counseling from the University of Phoenix Campus and her Bachelor of Arts degree in Sociology from Arizona State University. She serves on several non-profit Boards and is a member of the HealthCare Business women’s Association.

Building An Infrastructure For Data-Driven Performance: An Executive Guide For Success In A Value-Based Market

Knowledge Partner

Sponsored by Qualifacts Systems, Inc.

For most executives, long-term sustainability in our changing market comes down to performance management. Health plans are looking for high-value services and relying on risk-based contracting. New competitors are serving complex consumers. There is less volume in “aging” service lines. These market shifts demand innovation in operations, financing, and service line development. In this session, we will discuss how to build an infrastructure that supports performance management within your organization—from enhancements to financing systems and data management, to developing new leadership competencies and a data-driven organizational culture.


11:45 am - 1:00 pm CT

How To Develop Alternative Payment Models: A Guide To Building Successful Bundled Payment Models

Breakout Session

In spite of the constant changes in the world of health care policy, the move towards payment models (APMs) isn’t something that we expect to see change. If anything, the Centers for Medicare and Medicaid Services has been reaffirming its commitment to value-based care in recent years—this means executive teams of provider organizations must continue to prepare their organizations for a shift to bundled payment models. In this session, we’ll discuss why your organization needs to build new competencies to prepare for the shift to APMs and learn about the process from organizations that have successful managed the shift to bundled payments. The session will include:

  • An overview of the market changes and trends driving the shift to alternative payment models
  • A discussion on best practices in developing bundled payment models within your organization
  • A review of organizational examples of successful alternative payment models in practice

David Wawrzynek, MBA

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.

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

Breakout Session

The concept of self-determination in the intellectual/developmental disabilities (I/DD) field has been around for a while. However, with the growing focus on consumerism in the health and human service field, incorporating this concept into services for consumers with disabilities is receiving new attention. Payers and provider organizations are looking for new ways to engage and enable consumers as part of the care team, and self-directed consumers that are engaged are also empowered to lead their own recovery—increasing service retention and performance outcomes. For provider organizations, successful self-direction will mean finding a way to educate and prepare consumers to participate in the decision-making process. We’ll discuss that challenge in this discussion session, which will cover:

  • The market trends and challenges shaping the market for organizations serving the I/DD population
  • Essential components to developing a program model that incorporates consumer self-direction
  • Case studies from organizations that are managing their programs using the principles of self-direction

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.

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

Breakout Session

The push for integrated care management, the emergence of new technologies, and the rise of value-based reimbursement models are shaking up the traditional roles of stakeholder organizations in the field and changing their value proposition in the system. The impact of these major system changes has lead to the creation of new partnerships and the formation of new management models that can help specialty provider organizations to control costs, gain bargaining power with payers, and improve the quality of care and service for consumers. In this market, independent practice associations (IPA) have continued to gain traction across the health care market, with specialty provider organizations forming their own partnerships and working with health plans to improve care management for consumers. In this session, we'll discuss the market forces that are driving integration, new partnerships, and the creation of more IPAs among both provider organizations and health plans; and hear case studies to hear from two organizations that have successfully formed IPAs to learn more about how their practice works, their challenges, and their plans for the future.

Stacy DiStefano

With over 25 years of leadership experience in the health and human services industry, Stacy DiStefano has been recognized for her clinical acumen, with a deep understandingof SPMI and IDD populations, market intelligence, and systemic effects of the opioid crisis. Stacy is currently the Chief Operating Officer for Chimes International. Ms. DiStefano was the Chief Operating Officer at OPEN MINDS, overseeing Strategic Consulting Services, Business Development and Marketing teams. After leaving this role, she served on the OPEN MINDS Advisory Board, where she contributed to projects involving national provider organizations, managed care organizations, and pharma and technology vendors, which allows her to bring a timely national perspective to the Chimes Family of Services. Prior to OPEN MINDS, Stacy spent 12 years with Resources for Human Development (RHD) in Philadelphia, PA, where she began as NJ Supportive Housing Program Director, overseeing the inception of the program bringing individuals out of state psychiatric hospitals into home and community-based services. She was integral in expanding the program to six counties, after which she was then promoted to Director of National Business Development & Social Innovation,and eventually to Vice President of Innovation. From 2007-2009 Ms. Distefano served as the Ocean County Campaign Coordinator for NJ of Obama. She is the founding Principal of Consulting for Human Services, which she has operated since 2015. Ms. DiStefano earned her Master’s of Counseling from the University of Phoenix Campus and her Bachelor of Arts degree in Sociology from Arizona State University. She serves on several non-profit Boards and is a member of the HealthCare Business women’s Association.

Leveraging Pharmacy To Improve Medication Adherence & Impact Health Outcomes

Knowledge Partner

Sponsored by Genoa Healthcare

Working on the front lines of care, pharmacists are a critical yet underutilized resource for improving medication adherence for patients living with complex, chronic conditions, including mental illnesses and substance use disorders. Providers and pharmacy can and should partner to improve adherence rates, boost access to care and decrease total cost of care. This session will focus on:

  • How elevating the role of pharmacy can improve medication adherence and tie in to triple aim
  • Identifying barriers to medication adherence and the role of pharmacists in overcoming them
  • Case studies from providers who have benefited from greater integration with pharmacy

1:00 pm - 2:30 pm CT

Lunch On Your Own

Networking

Identifying Strategic Opportunities: Cultivating, Negotiating, & Decision-Making

Invitation-Lunch-Only

Sponsored by Credible Behavioral Health Software

In an ever changing industry, where do you optimize growth opportunities? When do you negotiate and when do you walk away? Join Credible as we explore the strategy behind successful growth.

Learning Objectives:

  • Uncover the range of strategic opportunities in your business.
  • Select the right opportunities for you.
  • Learn how to cultivate a pipeline of opportunities.
  • Negotiate and make decisions.

Grafton’s Journey Into Measurable Patient Success

Invitation-Lunch-Only

Sponsored by Welligent

Capturing outcomes data in behavioral healthcare is not easy. How do you know that your success is not just conjecture? Scott Zeiter, Executive Vice President/ Chief Operation Officer, Development at Grafton Integrated Health Network and Jeremy Ulderich, Director of Education Consultation & Development at Grafton Integrated Health Network will discuss their multi-decade journey from nowhere to somewhere in relation to measuring the real efficacy of their services. This journey has taken Grafton to the land of statistics, to the world of the information technology and to the marbled halls of the US Patent Office with their Goal Mastery Program™. Join Mr. Zeiter and Mr. Ulderich for a transparent discussion highlighting process, tools, lessons learned, and the challenges yet to come.


2:30 pm - 3:45 pm CT

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

Breakout Session

Payers have a growing interest in the social determinants of health (SDH) and lifestyle factors contributing to illness and health care costs. The reason for their interest is quite straightforward—it is estimated that over half of health care costs are due to “lifestyle factors”. Consumers without access to stable housing, adequate nutrition, sufficient income, and/or education are more likely to be high utilizers of acute care services; account for the majority of both preventable hospitalizations and readmissions; have higher rates of smoking and obesity; and have shorter life spans. In light of these challenges, we’re seeing the emergence of new care models designed to address the SDH. In this session, we’ll discuss those new models and the impact they are having on the overall health of the complex consumer population. This session will cover:

  • The latest trends in programs designed to address social determinants of health
  • How to incorporate social determinants into programs for complex consumers
  • Case studies from payer and provider organizations that have implemented social support models for complex consumers

John F. Talbot, Ph.D.

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.

Finding The Right Partner: A Guide To Starting The Merger, Acquisition & Affiliation Process For Non-Profit Organizations

Breakout Session

When executives of health and human service organizations have made the strategic decision that they need a partner, the question is: what’s next? The process of finding the “right” partner for a merger, acquisition, or affiliation (MA&A) demands careful vetting to identify good matches before you’ve spent too much time and money on a bad match. This panel discussion will cover everything your team needs to know when starting the MA&A process—including:

  • How to identify what your organization needs in a strategic partner and how a partner could provide solutions to your organizational challenges
  • How to begin your search for a strategic partner to meets your organization’s needs
  • How to explore partnerships with potential organizations to ensure that you have strategic agreement on key elements before you move forward with the next phase of the MA&A process

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.

Beyond Suicide Risk Assessment: Adopting A Comprehensive Solution To Rising Suicide Rates

Knowledge Partner

Sponsored by Relias

Between the high-profile celebrity deaths, mass shootings, controversial television dramas, and recent CDC report, suicide risk has garnered significant national attention. This begs the question: with so much visibility around suicide in the U.S., is the current approach of assessment and safety planning enough?

We propose that with increased access to evidence-based resources healthcare organizations can create comprehensive population-specific plans for suicide risk reduction, not just management. During this session, the potential within our evolving healthcare systems to use healthcare analytics to identify high risk patients and provide them with targeted treatment strategies. We will also discuss how assessment of provider readiness to address suicide with patients can guide provider education initiatives and promote better patient care.

Course Objectives:

  • Explain the value of using analytics to track and monitor suicide risk
  • Compare methods for identifying and addressing care gaps for high-risk populations
  • Implement one new evidence-based strategy to promote readiness to address suicide with patients
  • Create a workflow for tracking and measuring suicide risk-related data to drive improved clinical performance and patient outcomes

4:00 pm - 5:00 pm CT

Preparing I/DD & Other Long-Term Care Organizations For Managed Care – Implications For Consumers, Health Plans, & The Rest Of Us

Plenary

Sponsored by Core Solutions, Inc.

The slow and steady march towards managed care is reshaping the market for health plans, provider organizations, and consumers in need of long-term services and supports. As management of long-term services and supports are integrated with management of acute health care services and behavioral health services, new challenges will be brought to the surface. For executives of provider organizations that have never worked in managed care systems-from intellectual/developmental disability support services to home care and assisted living-this shift is creating new infrastructure, strategy, and marketing challenges. In this thought-provoking town hall discussion, our experienced panel of industry thought leaders will discuss the latest market intelligence on the shift to managed care for new consumer populations, how this trend towards integrated, risk-based models is changing the market position for specialty provider organizations, and how they see the financing system evolving in the future for organizations serving consumers with chronic conditions and complex support needs.

Ravi Ganesan

When Ravi Ganesan started Core Solutions nearly a decade ago, he began the venture as a developer of custom solutions for select organizations in behavioral health and human services. Since then, he has used his passion for entrepreneurship and a rich background in consulting and software development to grow the company into a premier provider for clients of all types and sizes across the country.
Prior to founding the company, Ravi was a systems architect and software developer with Management Concepts, Inc., an IT consulting firm. Before this, Ravi launched his career in the Greater Philadelphia region at New York Life, the nation’s oldest and largest mutual life insurance company. While there, he established a technical assistance program initially developed to help insurance agents integrate technology into their businesses, which evolved to include business consulting, marketing and related support activities.
Ravi received his M.B.A. from St. Joseph’s University in Philadelphia.

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.


5:00 pm - 6:00 pm CT

Executive Networking Reception

Networking

7:30 am - 8:30 am CT

Executive Networking Breakfast

Networking

8:30 am - 9:30 am CT

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

Keynote Address

In the complex consumer market, decisions about policy and practice are increasingly made using analytics. With advancements in technology tools and increasing payer preference for value-based reimbursement models and performance management, there has also been a shift in how organizations capture, analyze, store, and share data. Even with this focus on data and analytics, the health care industry is struggling with preparedness for disruptive business models and many organizations lack the digital dexterity to yield results.  In this keynote presentation, former Deputy Director for the Michigan Department of Behavioral Health and Developmental Disabilities, Linda Zeller, will review the big policy changes and industry trends shaping the market; discuss how provider organizations can utilize data analytics to build a meaningful strategy and operational practices; and offer her perspective on the future of care delivery and coordination for the complex consumer market.

Lynda Zeller

Lynda is the Senior Fellow, Behavioral Health for the Michigan Health Endowment Fund.   The mission of the fund is to improve the health of Michigan residents, with special emphasis on health and wellness of children and seniors while reducing the cost of care.  Her work is focused specifically on cross cutting goals of strengthening the workforce in behavioral health systems and seamless integration of services including social determinants of health and wellness.

Previously, she served seven years as the deputy director for the Behavioral Health and Developmental Disabilities at the Michigan Department of Health and Human Services. In this position, Lynda functioned as the State Authority for all community based mental health, substance use disorder, intellectual and developmental disabilities policy and services; including all publicly funded treatment, prevention and supports; and was responsible for the five state psychiatric and forensic hospitals   For the three years prior, she served as the Health Services Administrator for the Michigan Department of Corrections, overseeing provision of all health, behavioral heath and dental services for the state’s prison system.   Immediately prior to Michigan Department of Corrections, Lynda was the Chief Executive Officer for the Kent Health Plan, a safety net health coverage plan in Michigan.

In total, Lynda has more than 30 years of service in fields of indigent health care, developmental disabilities support and services, community behavioral health, and managed care.   Her job responsibilities across those years are wide-ranging and include direct care residential, case management, information technology, quality, government relations strategy and more.   Lynda’s most recent national board experience includes: National Association for State Mental Health Program Directors (immediate past president), The Council of State Governments Justice Center, and the National Research Institute (current Vice President).  Lynda is also a sister of persons receiving services in intellectual/developmental disabilities and behavioral health service systems.  She counts her siblings as sources of important strength, encouragement and learning throughout her life’s work.


9:45 am - 11:00 am CT

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

Discussion Breakout

Join us for a follow-up session with our keynote speaker, Lynda Zeller, Senior Behavioral Health Fellow, Michigan Health Endowment Fund. Use this time to ask questions and continue the morning’s discussion with Ms.Zeller and OPEN MINDS Senior Associate Joseph Naughton-Travers.

Lynda Zeller

Lynda is the Senior Fellow, Behavioral Health for the Michigan Health Endowment Fund.   The mission of the fund is to improve the health of Michigan residents, with special emphasis on health and wellness of children and seniors while reducing the cost of care.  Her work is focused specifically on cross cutting goals of strengthening the workforce in behavioral health systems and seamless integration of services including social determinants of health and wellness.

Previously, she served seven years as the deputy director for the Behavioral Health and Developmental Disabilities at the Michigan Department of Health and Human Services. In this position, Lynda functioned as the State Authority for all community based mental health, substance use disorder, intellectual and developmental disabilities policy and services; including all publicly funded treatment, prevention and supports; and was responsible for the five state psychiatric and forensic hospitals   For the three years prior, she served as the Health Services Administrator for the Michigan Department of Corrections, overseeing provision of all health, behavioral heath and dental services for the state’s prison system.   Immediately prior to Michigan Department of Corrections, Lynda was the Chief Executive Officer for the Kent Health Plan, a safety net health coverage plan in Michigan.

In total, Lynda has more than 30 years of service in fields of indigent health care, developmental disabilities support and services, community behavioral health, and managed care.   Her job responsibilities across those years are wide-ranging and include direct care residential, case management, information technology, quality, government relations strategy and more.   Lynda’s most recent national board experience includes: National Association for State Mental Health Program Directors (immediate past president), The Council of State Governments Justice Center, and the National Research Institute (current Vice President).  Lynda is also a sister of persons receiving services in intellectual/developmental disabilities and behavioral health service systems.  She counts her siblings as sources of important strength, encouragement and learning throughout her life’s work.

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.

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

Breakout Session

The opioid epidemic is estimated to have cost the United States a total of $1 trillion since 2001, with a cost of $95.8 billion in 2016 alone. Between 2010 and 2015, the rate of opioid-related hospitalizations among older adults increased by about 34%, and the rate of opioid-related emergency department visits increased by over 70%. Statistics like these continue to startle the public. With the continuation of this public health crisis, we have seen the emergence of new programs (such as safe injection sites and mobile therapy) and the expansion of existing program models (such as medication assisted treatment). In this session, we’ll look at how the health and human service field is addressing the challenge of the growing opioid crisis. The session will include:

  • A review of the recent legislation, regulation changes, and programming trends addressing the opioid crisis
  • A look at innovative addiction treatment program models
  • A discussion of the continuing challenges preventing provider organizations from expanding programming to address addiction treatment needs

John F. Talbot, Ph.D.

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.


11:00 am - 11:30 am CT

Refreshments & Raffle Prize Drawing In The Institute Exhibit Hall

Networking

Refreshments & Raffle Prize Drawing In The Institute Exhibit Hall

Networking

11:30 am - 12:30 pm CT

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

Keynote Address

The health and human service landscape is the perfect storm right now for specialty provider organizations. The synergistic effects of a few key market factors—reimbursement, consumerism, disruptive competitors, and consolidation—are combining to fundamentally change the competitive advantage and sustainability of traditional service lines for most organizations in the field. The reality of this market is that few organizations will have a sustainable future model without innovation. In her closing keynote address, Monica E. Oss, Chief Executive Officer of OPEN MINDS will offer her perspective on the current state of the market for organizations serving complex consumer populations, share her advice for provider organizations as they navigate the market challenges, and explore what she sees as the future of innovation in the health and human service market.

Monica E. Oss

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

 


2:00 pm - 5:00 pm CT

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.

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.

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.

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.


8:00 am - 4:00 pm CT

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 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 emerging trends in consumer treatment technologies, explore the new digital treatment options, hear case study presentations from organizations that have successfully incorporated consumer technologies into their programing and discuss how executives of provider organizations can incorporate new technologies into their strategy. For the complete agenda click here.