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9:00 am - 12:00 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 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,” isn’t a wise management choice. Regardless of what lies ahead in the market, strategic planning is essential to ensure continued success. 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.

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.


10:00 am - 1:00 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 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,” isn’t a wise management choice. Regardless of what lies ahead in the market, strategic planning is essential to ensure continued success. 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 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

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.

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.


11:00 am - 12:00 pm CT

The Need for Speed: Rapidly Delivering Quality & Effective In-House Training Courses

Technology Demonstration

Sponsored By Relias

Given conflicting priorities placed on organizations amid the pandemic and an existing workforce shortage, creating in-house training courses and content for staff proves to be challenging. That’s why Relias is excited to introduce Course Creator, an easy-to-use course authoring tool within the Relias Platform.

Using this tool, you can rapidly design training content, update existing content with a single click, and seamlessly collaborate with SMEs throughout your organization. Want to see how it works?

Join us to hear experts John Jay and Rebecca McDougall share how you can leverage Course Creator to easily develop your own training modules within the Relias Platform.

Objectives:

  • Get a live look at the Course Creator tool within the Relias Platform
  • See first-hand how easy it is to create training modules
  • Hear how Relias client, ShadowFax, leveraged Course Creator to train staff on their internal policies and procedures

11:00 am - 5:30 pm CT

The OPEN MINDS Integration Summit: A Tale Of Two Years: New Models For Integrated Care In Today’s Post-Pandemic World

Executive Summit

The OPEN MINDS Integration Summit: A Tale of Two Years: New Models for Integrated Care in Today’s Post-Pandemic World is designed to help organizations across the country identify the new drivers to deliver integration resulting from COVID-19, and ensure their teams are prepared for successful implementation in the new normal.

Throughout the day, we will hear case study presentations led by executives who will discuss their integration efforts; review the key competencies organizations will need for integration models coming out of the pandemic; and discuss how to assess whether developing integrated programming should be part of an organization’s strategy.

At the end of the day, we will wrap up with a town hall discussion, where you will have a chance to talk with our presenters, ask questions about their models-challenges & opportunities, and discuss their perspective on the future of integrated care.

Agenda

11:00am - 11:15am: Welcoming & Introduction
John F. Talbot, Ph.D., Senior Associate, OPEN MINDS
Meena Dayak, Vice President, OPEN MINDS

11:15am - 12:15pm: Keynote Session: Drivers of Integration Today & Post Pandemic-The Challenges & Opportunities
Consumer-centric, whole person health should emphasize individual goals to achieve wellness. In this keynote, Lisa Kay, Clinical Innovation Lead at Cigna Medical Group, will kick off the Summit with an introduction to Cigna’s successful care pathways to promote whole person health including the referrals process and care coordination issues. She will share the lessons learned during the pandemic and actions taken to address disruptions. Ms. Kay will address drivers of integration from both the generalist and specialist perspectives, the reimbursement models that work for integrated care, and the performance measures to demonstrate successful outcomes. Ms. Kay will also take part in the end-of-day Executive Roundtable to continue the Integration discussion and answer questions from attendees.
Lisa Kay, Clinical Innovation Lead, Cigna Medical Group

12:15pm - 12:30pm: Break

12:30pm - 1:15pm: What Integration Will Look Like Going Forward?

A valuable look at one provider organization’s integration model, and the competencies needed before COVID-19 and new integration competencies needed in the ‘next normal.’ Adult & Child Health will share their extensive integration programming, including four family medicine clinics and initiatives to address the social determinants of health, such as housing assistance, job training, etc. They will describe how integration provided better services to persons, especially highest risk populations such as homeless persons, addictions populations, and persons involved with the criminal justice system. Attendees will hear recommended steps and actions an organization can take to assess whether integrated programming should be a part of their business strategy.

Allen Brown, CEO, Adult & Child Health
Dan Arens, COO, Adult & Child Health

1:15pm - 1:30pm: Break

1:30pm - 2:15pm: Integrated Care In Indiana: One Specialty Provider Organization’s Journey To Address Premature Death Through Whole Person Care
In the US, a death certificate for a person should not read “died of natural causes” when he or she is 60 years old. This scenario exists in communities across Indiana, and Bowen Center could see the clear connection in how lack of coordination between physical and mental health providers is contributing to early death. They set out on an integrated care journey that intersected with the COVID-19 pandemic presenting new challenges and opportunities in the market. Hear their story on how they successfully launched an integrated care model, adapted to the challenges of the pandemic and the lessons learned along the way.
Rob Ryan, Ph.D., Ed.S., Senior Vice President Of Operations, Bowen Center
Shannon Hannon, MBA, CMPE, Vice President Of Healthcare Integration, Bowen Center

2:15pm - 2:30pm: Break

2:30pm - 3:15pm: Innovation In The Time Of COVID: A Catalyst For Integrated I/DD Care
They say that necessity is the mother of all invention, and that certainly proved the case at provider organizations during the COVID-19 pandemic. In this session, Boundless President and CEO Patrick Maynard, PhD, will share how the Boundless leadership team successfully used the pandemic as a catalyst for innovation. You’ll learn how, over 12-months, Boundless refocused its priorities, reimagined its operations, and in doing so, built a solid foundation for integrated I/DD care.
Patrick Maynard, PhD, President and CEO, I Am Boundless, Inc.

3:15pm - 3:30pm: Break

3:30pm - 4:15pm: Jefferson Center Integration Case Study: Accessible Paths to Total Wellness
“Integration” is defined in many ways and exists across a continuum and across sectors. Over the past 15 years, Jefferson Center has taken a community-focused approach to the integration of physical and behavioral health care. From the establishment of integrated health homes to co-locating behavioral health providers in medical practices, offering the services that are accessible to individuals, acceptable within a primary care practice model, and sustainable based on changing funding streams, has been a challenge. There are many lessons learned and more to come as we seek to evolve the way we co-create total wellness for those we serve.
Kiara Kuenzler, CEO & President, Jefferson Center

4:15pm - 4:30pm: Break

4:30pm - 5:30pm: The Challenges & Opportunities In the Next Normal
Executive Roundtable featuring all presenters from the day

View full agenda here

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.


1:00 pm - 4:00 pm CT

How To Build Value-Based Payer Partnerships: An OPEN MINDS Executive Seminar On Best Practices In Marketing, Negotiating, & Contracting With Health Plans

Executive Seminar

Across the country, managed care organizations are successfully delivering treatment services to large populations and doing it in a way that saves states significant sums of money. These demonstrated savings show that value-based reimbursement and managed care arrangements aren’t going anywhere, which means that executives of provider organizations must find a way to position themselves to work closely with managed care companies.

How? By developing relationships with the payers in your market, considering what metrics they are tied to and how you can help them to meet their performance requirements, discussing how you can align programs and services with the goals of the payers and health plans in your market, and providing data that proves your service lines can achieve both high quality outcomes and lower costs. In this crucial seminar, we will discuss:

  • How to start strategic conversations with health plans
  • How to demonstrate your organization’s value in way that will capture health plan’s interest
  • How to secure and optimize service agreements with health plans

Cathy Gilbert

Cathy Gilbert

Healthcare executive with over twenty years experience in the health care industry including non-profit, government and private insurance with ten years progressively higher level experience in provider networks in behavioral health arena.


1:30 pm - 5:00 pm CT

How To Build Value-Based Payer Partnerships: An OPEN MINDS Executive Seminar On Best Practices In Marketing, Negotiating & Contracting With Health Plans

Executive Seminar

Sponsored By Netsmart

Across the country, managed care organizations are successfully delivering treatment services to large populations and doing it in a way that saves states significant sums of money. These demonstrated savings show that value-based reimbursement and managed care arrangements aren’t going anywhere, which means that executives of provider organizations must find a way to position themselves to work closely with managed care companies.

How? By developing relationships with the payers in your market, considering what metrics they are tied to and how you can help them to meet their performance requirements, discussing how you can align programs and services with the goals of the payers and health plans in your market, and providing data that proves your service lines can achieve both high quality outcomes and lower costs. In this crucial seminar, we will discuss how to:

  • Begin a strategic conversations with health plans
  • Demonstrate your organization’s value in way that will capture health plan’s interest
  • Secure and optimize service agreements with health plans

 

Cathy Gilbert

Cathy Gilbert

Healthcare executive with over twenty years experience in the health care industry including non-profit, government and private insurance with ten years progressively higher level experience in provider networks in behavioral health arena.


10:15 am - 11:30 am CT

Thought Leader Discussion Session With DeAnna Minus-Vincent, Senior Vice President, Chief Social Integration & Health Equity Strategist, RWJBarnabas Health

Thoughtleader Forum

DeAnna Minus-Vincent

DeAnna Minus-Vincent serves as the Senior Vice President, Chief Social Integration and Health Equity Strategist at RWJBarnabas Health. In her role, Ms. Minus-Vincent leads the system’s "Ending Racism, Together". She is responsible for developing, instituting, and monitoring an anti-racist strategy to ensure all RWJBarnabas Health patients and employees are afforded an equitable environment that is free from discriminatory practices. In addition to promoting equity within the walls of the hospital, Ms. Minus-Vincent works with internal and external stakeholders to promote anti-racist policies, design programs and invest in the communities that it serves to promote equitable health, social, and economic outcomes.

Throughout her tenure at the system, Ms. Minus-Vincent has demonstrated programmatic and policy prowess, as well as an affinity for scaling initiatives. She has worked with diverse stakeholders to implement strategies that improve health outcomes and promote health equity. She recently co-designed and launched the system’s new social determinants of health integration initiative, Health Beyond the Hospital (HBH), which will allow physicians to identify social factors contributing to their patients’ health and streamline connection to resources when needed. Ms. Minus-Vincent also oversees the system’s housing and community development initiatives.

Before coming to RWJBarnabas Health, Ms. Minus-Vincent served as the Chief Engagement Officer at Benefits Data Trust, a national social change organization. Additionally, she has served as the Assistant Commissioner for the New Jersey Department of Community Affairs and Director of Planning and Development for the Central Jersey Family Health Consortium. She currently sits on the Board of the Corporation for Supportive Housing and the Housing and Community Development Network of New Jersey. She received a Master of Public Administration from Rutgers University; a Bachelor of Arts in sociology from Morgan State University; and is currently pursuing a Doctorate in Business Administration with a concentration in Strategic Leadership and Innovation from Concordia University, Chicago. Born and raised in Trenton, DeAnna is a native New Jerseyan and lives in Lumberton with her husband, Daryl and daughter, Darynn.

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.

 

Addressing The Issue Of Access: Virtual Behavioral Health Delivery Systems

Topical Case Study

The behavioral health crisis in the U.S. isn’t new, but the pandemic clearly brought it to the forefront. Virtual care models during the current pandemic provided reliable behavioral healthcare at a distance while providing access to care to many. As a result, more and more providers are integrating tech-enabled care into their service lines.

In this session, we will:

  • Discuss how to identify what services should be tech-enabled
  • Walk through the implementation steps
  • Hear from organizations that have solved the problem of access with virtual care

11:30 am - 12:00 pm CT

Welcome & Announcements Of The 2021 OPEN MINDS National Innovation Survey: Innovation Adoption Among Specialty Provider Organizations

Welcoming

During this opening session, OPEN MINDS Chief Executive Officer, Monica E. Oss will kick-off the institute by sharing the results of this year's survey, The 2021 OPEN MINDS National Innovation Survey.

An innovation is defined as a new idea that can be translated into service that creates value (either by improving consumer outcomes or lowering costs). For executives of provider organizations, choosing from the long list of innovations available can be daunting. As a result, OPEN MINDS surveyed executives of provider organizations to understand what program and treatment innovations are gaining the most traction in the field and what innovations can help organizations gain competitive advantage.

The survey looks at program innovations—telehealth, colocation, hospital or ER diversion programs, etc.—and treatment innovations—medication assisted treatment for addiction, peer support specialists, and eCBT, etc. It explores trends in adoption compared to 2020, by 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.

 


11:45 am - 1:00 pm CT

Making The Tough Decisions: Knowing When & How

Topical Case Study

Our entire lives are structured around making decisions. Every day we make simple choices, yet the bigger decisions — ones that could have greater impact — can be and most often are, a significant challenge. Tough decisions need to be dealt with head on and at the right time to keep your organization moving forward.

Join us for this session, where we will discuss:

  • Strategies for when you’re struggling to make a decision
  • Tools and processes for decisionmaking
  • Determining the “timing” for effective results

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.

Online Marketing—Strategies For Success

Best Practice "How To"

Having a contract with a managed care company is no longer enough. With health care reform creating more choices for consumers, the effectiveness of a provider organization’s website and “online presence” (social media buzz, search rankings, online reviews etc.) is more important than ever. Regardless of whether you are trying to reach new consumers or build better relationships with your existing consumers, your online brand presence and reputation matters. It’s also a determining factor in your success with engaging payers, partners, funders and staff recruits. Join us for this interactive session where we will explore best practices in evaluating and improving your organization’s online presence.


12:00 pm - 1:00 pm CT

Making Social Service Supports More Than A Referral

Keynote Address

RWJBarnabas Health RWJBH, New Jersey’s most comprehensive academic health care system, with a service region that covers five million of the state’s nine million residents across nine counties, has made the commitment to care management that embraces consumer needs for social supports. In October 2020, Ms. Minus-Vincent led RWJBH’s launch of Health Beyond the Hospital (HBH), a comprehensive program to address social determinants in the care coordination process. The program, which has launched as a pilot with 100,000 consumers served at multiple locations, is expected to be deployed across their entire system in 2022.

In her keynote address, Ms. Minus will share details of the program, the barriers HBH is seeking to breakdown and how they plan to scale up the program.

DeAnna Minus-Vincent

DeAnna Minus-Vincent serves as the Senior Vice President, Chief Social Integration and Health Equity Strategist at RWJBarnabas Health. In her role, Ms. Minus-Vincent leads the system’s "Ending Racism, Together". She is responsible for developing, instituting, and monitoring an anti-racist strategy to ensure all RWJBarnabas Health patients and employees are afforded an equitable environment that is free from discriminatory practices. In addition to promoting equity within the walls of the hospital, Ms. Minus-Vincent works with internal and external stakeholders to promote anti-racist policies, design programs and invest in the communities that it serves to promote equitable health, social, and economic outcomes.

Throughout her tenure at the system, Ms. Minus-Vincent has demonstrated programmatic and policy prowess, as well as an affinity for scaling initiatives. She has worked with diverse stakeholders to implement strategies that improve health outcomes and promote health equity. She recently co-designed and launched the system’s new social determinants of health integration initiative, Health Beyond the Hospital (HBH), which will allow physicians to identify social factors contributing to their patients’ health and streamline connection to resources when needed. Ms. Minus-Vincent also oversees the system’s housing and community development initiatives.

Before coming to RWJBarnabas Health, Ms. Minus-Vincent served as the Chief Engagement Officer at Benefits Data Trust, a national social change organization. Additionally, she has served as the Assistant Commissioner for the New Jersey Department of Community Affairs and Director of Planning and Development for the Central Jersey Family Health Consortium. She currently sits on the Board of the Corporation for Supportive Housing and the Housing and Community Development Network of New Jersey. She received a Master of Public Administration from Rutgers University; a Bachelor of Arts in sociology from Morgan State University; and is currently pursuing a Doctorate in Business Administration with a concentration in Strategic Leadership and Innovation from Concordia University, Chicago. Born and raised in Trenton, DeAnna is a native New Jerseyan and lives in Lumberton with her husband, Daryl and daughter, Darynn.


12:30 pm - 2:00 pm CT

Lunch On Your Own

Networking

1:00 pm - 1:30 pm CT

Thought Leader Discussion Session With DeAnna Minus-Vincent, Senior Vice President, Chief Social Integration & Health Equity Strategist, RWJBarnabas Health

Thought Leader Forum

Join us for a follow-up session with our keynote speaker, DeAnna Minus-Vincent, senior vice president, chief social integration & health equity strategist, RWJBarnabas Health. This is a great time to ask questions and continue the conversation.

DeAnna Minus-Vincent

DeAnna Minus-Vincent serves as the Senior Vice President, Chief Social Integration and Health Equity Strategist at RWJBarnabas Health. In her role, Ms. Minus-Vincent leads the system’s "Ending Racism, Together". She is responsible for developing, instituting, and monitoring an anti-racist strategy to ensure all RWJBarnabas Health patients and employees are afforded an equitable environment that is free from discriminatory practices. In addition to promoting equity within the walls of the hospital, Ms. Minus-Vincent works with internal and external stakeholders to promote anti-racist policies, design programs and invest in the communities that it serves to promote equitable health, social, and economic outcomes.

Throughout her tenure at the system, Ms. Minus-Vincent has demonstrated programmatic and policy prowess, as well as an affinity for scaling initiatives. She has worked with diverse stakeholders to implement strategies that improve health outcomes and promote health equity. She recently co-designed and launched the system’s new social determinants of health integration initiative, Health Beyond the Hospital (HBH), which will allow physicians to identify social factors contributing to their patients’ health and streamline connection to resources when needed. Ms. Minus-Vincent also oversees the system’s housing and community development initiatives.

Before coming to RWJBarnabas Health, Ms. Minus-Vincent served as the Chief Engagement Officer at Benefits Data Trust, a national social change organization. Additionally, she has served as the Assistant Commissioner for the New Jersey Department of Community Affairs and Director of Planning and Development for the Central Jersey Family Health Consortium. She currently sits on the Board of the Corporation for Supportive Housing and the Housing and Community Development Network of New Jersey. She received a Master of Public Administration from Rutgers University; a Bachelor of Arts in sociology from Morgan State University; and is currently pursuing a Doctorate in Business Administration with a concentration in Strategic Leadership and Innovation from Concordia University, Chicago. Born and raised in Trenton, DeAnna is a native New Jerseyan and lives in Lumberton with her husband, Daryl and daughter, Darynn.

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.

 


1:30 pm - 2:30 pm CT

Taking On New Competitors & Managing Consumer Preferences In The Next Normal

Topical Case Study

Innovation Track

Engagement is key! If your organization has consumers who are engaged in their health care, chances are, you have an edge over your competitors – because your consumers are better informed, are more proactive in their health care and insurance coverage, have better outcomes, and cost less.

In this session we'll discuss consumer engagement strategies in the “next normal,” including:

  • Why consumer engagement is essential
  • How to take your competitors head on
  • How to develop a consumer engagement strategy to improve performance and increase consumer satisfaction

Making The Tough Decisions: Knowing When & How To Close A Service Line

Topical Case Study

Strategy Track

Our entire lives are structured around making decisions, some of them extremely difficult. Every day we make simple choices, yet the bigger decisions — ones that could have greater impact — can be and most often are, a significant challenge. The discontinuation of a provider organization’s service line is a challenging decision that presents its own complexities and implications.  In this session, we’ll hear from organizations with first-hand experience of dissolving underperforming service lines, and learn the tell-tale signs, strategies in mapping out the cessation plan, and the financial fallout from the decision.

Paul Duck

Mr. Duck is a senior healthcare executive with over 25 years of experience in behavioral healthcare and has developed a deep understanding of the transformational changes taking place in the healthcare market. He currently serves as Vice President of Strategy and Development for Beacon Health Options – the nation’s largest specialty behavioral managed care company. Prior to joining Beacon, Paul was the Vice President of Business Development for Netsmart.

He is the past Chairman of the Board of Centerstone of Florida where he directed the affiliation and merger of Manatee Glens with the largest community mental health company in the United States, Centerstone of America.

He has previous senior executive experience serving as the CEO of a large outpatient radiology company in central Florida where he and the company were awarded by INC magazine as one of America’s fastest growing companies. In addition, he served as CEO of one of the largest orthopedic and ambulatory surgery center company’s in Florida where he was responsible for a massive turnaround.

Mr. Duck is known for his strong passion for our industry and is also renowned as a thought-leader to state and national audiences.

Managing The Board’s Role In Strategic Planning & Oversight: Best Practices For Executives

Best Practice "How-To"

Strategy Track

Organizations thrive with strategic board members that are strategic and have business savvy, but also are familiar with the major economic and regulatory forces affecting the market. These leaders also must be aware of the resources and risks needed to meet the organization's mission while remaining competitive. In this informative discussion, we will hear from industry leaders who will provide insight on effective board management for creating a competitive advantage and long-term sustainability.

This session will focus on:

  • How to manage the board’s strategic role
  • Effective board management for creating a competitive advantage
  • How to manage the board so it will be stable long-term

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.

Is Your Strategy ‘Mission Impossible?’ Moving From Strategic Plan To Strategic Implementation

Best Practice "How-To"

Implementation Track

Developing a strategic plan is only one side of the strategy triangle. Peter Drucker said that “plans are only good intentions unless they immediately degenerate into hard work”—likewise, strategy is meaningless without implementation and execution. Successful strategy implementation and execution requires a detailed plan, the right managers at the helm on implementation, and robust performance metrics to keep the organization “on course” toward its strategic objectives.

In this session, we will review:

  • The OPEN MINDS best practice approach to strategic planning execution
  • How to overcome the common challenges to strategy implementation
  • Case studies from executives on their experiences with strategy implementation

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.


2:30 pm - 3:45 pm CT

Challenges In Making Mergers & Acquisitions Work

Topical Case Study

In recent years, studies have shown mergers to have a high failure rate – sometimes failing as often as 50%-90% of the time. However, economies of scale and organizational size are an integral part of strategy for health and human service organizations. The question – how to develop a merger and acquisition plan that makes your organizational strategy successful. In this crucial session, we will discuss how to overcome the challenges of making mergers and acquisitions work.  including:

  • Best practices through the merger and acquisition process
  • The challenges of managing a bigger and more diverse organization after the merger
  • Presentations from executives of private equity firms that will share their experiences making mergers and acquisitions 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.

Gain A Competitive Advantage—Make The Most of Your Website

Best Practice "How To"

Your organization's website can be the public face of your business with consumers, and during the pandemic the website as a "digital front door" has become even more important. The website should be a one-stop portal for patients to communicate with their provider, including helping them understand your organization's services and mission, locate a doctor, make an appointment, understand payment capabilities, and, in general, come away with a good online experience. In this session we'll discuss how a website can be more than just a functional necessity and become a marketing advantage. Join us for this illustrative session where we will explore best practices in evaluating and improving your organization’s website.

Kelvin McCord


3:00 pm - 4:00 pm CT

Achieving Size & Scale For Sustainability: When M&A Is The Right Strategy

Topical Case Study

Strategy Track

In recent years, studies have shown mergers to have a high failure rate – sometimes failing as often as 50%-90% of the time. However, economies of scale and organizational size are an integral part of strategy for health and human service organizations. The question is how to develop a merger and acquisition plan that makes your organizational strategy successful.

In this session, we will discuss how to overcome the challenges of making mergers and acquisitions work, including:

  • Best practices through the merger and acquisition process
  • The challenges of managing a bigger and more diverse organization after the merger
  • Presentations from executives of private equity firms that will share their experiences making mergers and acquisitions 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.

Gaining The Competitive Edge: New Marketing & Web Strategies For The Digital First Era Of Health Care

Best Practice "How-To"

Implementation Track

Having a contract with a managed care company is no longer enough. With health care reform creating more choices for consumers, the effectiveness of a provider organization’s website and “online presence” (social media buzz, search rankings, online reviews etc.) is more important than ever. Regardless of whether you are trying to reach new consumers or build better relationships with your existing consumers, your online brand presence and reputation matters. It’s also a determining factor in your success with engaging payers, partners, funders, and staff recruits.

Join us for this interactive session where we will explore best practices in evaluating and improving your organization’s online presence.

Ready For Value-Based Reimbursement? Best Practices For Pitching Health Plans

Best Practice "How-To"

Strategy Track

The health and human service market is facing many new challenges – increased competition for care coordination contracts, evolution toward value-based reimbursement, and the changing role of technology. For provider organization executives, this market shift requires the development of new partnerships with health plans and new business models for sustainability, both which may require pitching to health plans. But the question many executives are asking themselves is ‘How?’

In this session, you will learn how to:

  • Understand the needs of health plans
  • Build mutually beneficial partnerships with health plans
  • Make a convincing pitch to a health plan

What’s New In Behavioral Health Treatment Technologies: The Shape Of Things To Come

Topical Case Study

Innovation Track

As consumers’ adoption of digital technology in their health service continuum increases, the demand for and sustainability of traditional models of service delivery will decrease. Executives need a proactive plan to integrate these new digital technologies into their service system—to both increase consumer preference for their services and decrease service cost. But implementing a new technology can have far-reaching implications for an organization’s clinical operations, financial sustainability, and consumer relationships.

During this session, we will review the emerging trends in consumer treatment technologies, explore the new digital treatment options, and discuss how executives of provider organizations can incorporate new technologies into their strategy. The session will include:

  • An overview of the market trends driving the increased use of treatment technologies
  • Best practices in implementing new digital treatment tools
  • Case study presentations from organizations that have successfully incorporated consumer technologies into their programing

Driving Staff Performance: Developing Balanced Performance Scorecards for Improved Outcomes

Knowledge Partner
Agency funding is increasingly dependent on demonstrated quality and a clear return on investment. Payers are demanding outcomes, but are not always prepared to clearly define what those measures will be and/or implement new metrics with limited lead time for implementation. Staff are struggling to understand why they are being asked to do more. The lack of understanding and seeing the connection to the larger scope is leaving them feeling disheartened and frustrated. Client care may be impacted as a result.
Learning Objectives
  1. Identify agency objectives that link to the 4 perspectives: financial, customer, internal process, and organizational capacity
  2. Define clear measurements for key performance indicators and accountability
  3. Develop a balanced scorecard to motivate staff and improve client outcomes

Katie Morrow

Katie Morrow is a Licensed Bachelor’s Social Worker with seven years’ experience in the clinical field. In her clinical experience she was a Case Manager for adults with mental illness and developmental disabilities. After receiving a Master’s Degree in Public Administration, she transitioned to also doing quality improvement tasks as a Performance Improvement Clinician, which included coordination of The Joint Commission and State audit reviews, data analysis of the electronic health record data, and staff training for her agency on the use of Streamline products. She began working directly for Streamline in August of 2011. With Streamline, Katie has been the project manager on several implementations as well as providing training and support to Streamline’s customers.


4:00 pm - 5:00 pm CT

Managing Capitated Contracts: A Discussion With Health Plans & Providers

Executive Roundtable

The business model for health and human service organizations has changed and continues to change. Today’s models are linking health plan and provider organization reimbursement to value – incorporating cost, consumer health outcomes, and consumer experience into the payment equation. This shift poses many challenges.

In this discussion session, we’ll hear from health plans and providers on balancing the needs of their consumers with the needs of health plans and organization’s financing arrangements.

Ken Carr

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.


4:30 pm - 5:30 pm CT

VBR: Where’s The Beef? Managing Payer Expectations For Value Over Volume

Executive Roundtable

The business model for health and human service organizations has changed and continues to change. Today’s models are linking health plan and provider organization reimbursement to value, incorporating cost, consumer health outcomes, and consumer experience into the payment equation. This shift poses many challenges.

In this session, we’ll hear from health plans and providers on balancing the needs of their consumers with the needs of health plans and organization’s financing arrangements.

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.


5:00 pm - 6:00 pm CT

Executive Networking Reception

Networking

10:15 am - 11:30 am CT

Developing Capitated Rates for Health Plans

Best Practice "How To"

Thoroughly understanding how to develop capitated rates will ensure that your clinical services deliver outcomes-based care and provide the necessary revisions needed for billing, financial reporting and data tracking are made to fit this new payment model. This session will provide attendees with a guide to developing and managing a successful capitated rate payment model and will include:

  • The drivers of the move to capitated rates and other value-based reimbursement models
  • A guide to developing a capitated rate proposal and preparing your organization for managing case rate contracts
  • Examples of successful capitated rate contracting models

Ken Carr

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.

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.


12:00 pm - 1:00 pm CT

The Future Of Mental Health Service Delivery: Up Close & Personal With Ginger, Lyra, & Talkspace

Keynote Address

In this cutting-edge keynote panel, Karan Singh, co-founder/COO, Ginger, Rachel O'Neill, clinical director, Talkspace, and Sean McBride, vice president of partnerships, Lyra Health will provide collective insight into the ever-evolving digital service delivery of behavioral health.  No aspect of health care during the pandemic has seen more of a seismic shift than virtual mental health access, which is expected to continue into the next normal.  Each will discuss their respective company’s path-to-market, innovative product mix and expectations for the state of virtual care in the future.


1:00 pm - 1:30 pm CT

Thought Leader Discussion Session With Karan Singh, Co-founder/COO, Ginger, Rachel O’Neill, Clinical Director, Talkspace, & Sean McBride, Vice President Of Partnerships, Lyra Health

Thought Leader Forum

Join us for a follow-up session with our keynote speakers, Karan Singh, co-founder/COO, Ginger, Rachel O'Neill, clinical director, Talkspace, and Sean McBride, vice president of partnerships, Lyra Health.  This is a great time to ask questions and continue the conversation with our keynote presenters.


1:15 pm - 2:30 pm CT

Expanding Your Service Portfolio With Elder Care Services

Executive Roundtable

As the older adult population increases, so are the number of elderly with behavioral health needs. National and state policies have begun to incorporate behavioral health into aging network services and this network is heavily reliant on the mental health network to provide services for older adults.

In this session, we will discuss developing new services to leverage the elder care market opportunities including:

  • Determining strategic options for diversifying your service portfolio
  • A structured approach to selecting services and ensuring that they are financially sustainable
  • A costing model for launching new services, and a structured service line feasibility analysis and development process.

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.


1:30 pm - 2:30 pm CT

Raising The Stakes In The Consumer Experience: Lessons From Netflix & Amazon

Best Practice "How-To"

Strategy Track

More than ever before, a focus on the consumer is essential for success in population health management. Why? Great customer service is essential to retain consumers. And consumer engagement is essential to improving health and reducing overall health care spending. What competencies are essential for financial management success? Tech-enabled consumer self-service, consumer portals, clear appeals and grievances policies, and monitoring of the consumer experience, to name a few.

In this session, we will discuss:

  • Why the consumer experience matters in population health management
  • The competencies organizations need to provide excellent customer service and a superior consumer experience
  • Lessons we can learn and incorporate from Netflix and Amazon

Paul Duck

Mr. Duck is a senior healthcare executive with over 25 years of experience in behavioral healthcare and has developed a deep understanding of the transformational changes taking place in the healthcare market. He currently serves as Vice President of Strategy and Development for Beacon Health Options – the nation’s largest specialty behavioral managed care company. Prior to joining Beacon, Paul was the Vice President of Business Development for Netsmart.

He is the past Chairman of the Board of Centerstone of Florida where he directed the affiliation and merger of Manatee Glens with the largest community mental health company in the United States, Centerstone of America.

He has previous senior executive experience serving as the CEO of a large outpatient radiology company in central Florida where he and the company were awarded by INC magazine as one of America’s fastest growing companies. In addition, he served as CEO of one of the largest orthopedic and ambulatory surgery center company’s in Florida where he was responsible for a massive turnaround.

Mr. Duck is known for his strong passion for our industry and is also renowned as a thought-leader to state and national audiences.

New Technologies Creating New Opportunities For Consumers With Intellectual & Developmental Disabilities

Topical Case Study

Innovation Track

More and more states are looking to serve the intellectual and/or developmental (IDD) population. Medically and behaviorally, this population can be challenging to support especially when the community resources and provider infrastructures are not fully prepared. Developing these resources and infrastructure is imperative to success. As this market transition expands, the key question is how provider organization executives can help their organizations manage this disruption and position their organizations to be sustainable in a changing environment.

In this session, we will review the new systems and models and discuss how the changing market is affecting service delivery. This discussion session will include:

  • An overview of the changing managed care landscape for the intellectual/developmental disabilities population
  • New key technology being used to serve this complex population
  • A review of the key infrastructure needs, organizational processes, and skill sets executive team need to thrive in the changing market

Market Positioning For Specialized Niche Services: A Primer On Building A Behavioral Health Center Of Excellence

Topical Case Study

Innovation Track

Size is relative. Not every organization has to strive to be an international behemoth. In some markets and in some industries, fitting neatly into a niche with natural limitations on growth is the right decision. For others in different market sectors, growth is essential to sustainability. How do executives make that determination? And once the determination to grow is made, how do you know whether to grow organically, merge, acquire, or partner?

In this session, we will discuss strategies for scale including:

  • What data is needed to determine appropriate and sustainable growth
  • Keys to identifying the right growth opportunity for your organization
  • Case study presentations from organizations on their growth strategies

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.

Innovation Doesn’t Just Happen: A Structured, Staffed & Budgeted Approach To Take Ideas To Scale

Best Practice "How-To"

Implementation Track

The health and human service field is in the middle of a digital transformation with technology innovations changing how provider organizations manage and deliver services. In this market, there is a competitive advantage in bringing next generation services, programs, and technologies to market without undue delay. Organizations need a structured and prompt process for evaluating innovations, testing new technologies using structured proof of concept, and moving from pilot to scale. This requires an infrastructure capable of handling change, new approaches to service line evolution, and an executive team capable of managing complexity.

In this session, we will discuss how the rapid pace of change in the market has ramped up the process for technology implementation, requiring executive teams to operate with both speed and efficacy.

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.


2:30 pm - 3:00 pm CT

Raffle Prize Drawing In The Institute Exhibit Hall

Networking

3:00 pm - 4:00 pm CT

Keynote

Keynote Address

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.

 

Who Will Foot The Bill For Innovation? Finding & Pitching Funders For Pilots & New Programs

Event

Strategy Track

It’s been an unprecedented time for health care innovation and technology launches, but those breakthroughs come with a price tag. Large and small companies alike are looking for funding sources to help develop, test, and launch these innovations.

In this session, we’ll learn from experts who will present ideas on sourcing and approaching private equity companies and other sources of seed money to help offset the cost to bring program and service ideas to life.

Who Will Foot The Bill For Innovation? Finding & Pitching Funders For Pilots & New Programs

Topical Case Study

Strategy Track

It’s been an unprecedented time for health care innovation and technology launches, but those breakthroughs come with a price tag. Large and small companies alike are looking for funding sources to help develop, test, and launch these innovations.

In this session, we’ll learn from experts who will present ideas on sourcing and approaching private equity companies and other sources of seed money to help offset the cost to bring program and service ideas to life.

Paul Duck

Mr. Duck is a senior healthcare executive with over 25 years of experience in behavioral healthcare and has developed a deep understanding of the transformational changes taking place in the healthcare market. He currently serves as Vice President of Strategy and Development for Beacon Health Options – the nation’s largest specialty behavioral managed care company. Prior to joining Beacon, Paul was the Vice President of Business Development for Netsmart.

He is the past Chairman of the Board of Centerstone of Florida where he directed the affiliation and merger of Manatee Glens with the largest community mental health company in the United States, Centerstone of America.

He has previous senior executive experience serving as the CEO of a large outpatient radiology company in central Florida where he and the company were awarded by INC magazine as one of America’s fastest growing companies. In addition, he served as CEO of one of the largest orthopedic and ambulatory surgery center company’s in Florida where he was responsible for a massive turnaround.

Mr. Duck is known for his strong passion for our industry and is also renowned as a thought-leader to state and national audiences.

New Treatments & Technologies To Manage The Rising Tsunami In Children’s Mental Health

Best Practice "How-To"

Innovation Track

The market landscape for organizations serving children is changing. The prevalence of autism and mental health problems are on the rise. In this session, we will review new treatments and technologies industry leading organizations are using to stop the increasing number of children who are not receiving help. Join us to get insights and success strategies from industry thought leaders.

We will cover:

  • Market trends for services and financing
  • Innovative coordinated care programs
  • New models, program outcomes, and plans

How To Develop Your Next Big Thing: A Framework For New Service Line Design & Development

Best Practice "How-To"

Implementation Track

The health and human service sector is in flux as we move to the “next normal.” As a result, specialty provider organizations are navigating new service lines for sustainability. Implementing a new service rapidly requires an infrastructure capable of handling change, new approaches to service line evolution, and an executive team capable of managing complexity. In this session, we will discuss how the rapid pace of change in the market has ramped up the process for new service implementation, requiring executive teams to operate with both speed and efficacy.

The session will include:

  • A structured best practice process for expanding and implementing new service lines
  • How to assess your organization’s infrastructure for supporting new service lines
  • Steps to creating a “go-to-market” strategy

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.

Experience Alone Is Not Enough For Decision-making: Using Metrics To Develop & Evaluate Your Strategic Plan

Best Practice "How-To"

Implementation Track

To make changes and improve decision-making, executive teams need to be using metrics-based management. One method of metrics-based management is the development of a key performance indicator (KPI) system. An effective KPI system captures financial and non-financial measures and is driven by structured data based upon an organization’s strategic objectives. This session will discuss the steps to develop applicable measures and the uses of these measures for strategy and process management—including:

  • The strategic importance of real-time performance management in a value-based market
  • Best practices in building an effective KPI system
  • Case study presentations from organizations that have developed their own performance management system

4:30 pm - 5:30 pm CT

What We’ve Done In The Past Won’t Get Us To Where We Need To Be: Transformational Strategy For The Next Normal

Keynote Address

The big question for most executive teams planning for sustainability in the next few years is whether they can continue to do what they’re doing—and how they’re doing it—and be financially viable. It’s true that the prevalence of behavioral health disorders is on the rise and the proportion of the population that is disabled is growing. But preferred means of meeting the needs of these consumers is changing. Both what consumers want, and what payers and health plans want to pay for, is changing. To keep serving these customers, specialty provider organizations need a transformational strategy and rapid innovation and scaling of ideas to keep up with the growing group of new competitors in the market that are laser-focused on meeting consumer and payer “wants.” Join us as Monica E. Oss presents a roadmap to strategic planning for sustainability.

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.