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The 2023 OPEN MINDS Strategy & Innovation Institute Livestream Sessions

* Indicates An OPEN MINDS Leadership & Management Course With Course Hours

8:30 am – 9:30 am CT

Kaiser’s Human Centered Approach To Strategic Care Innovation

Keynote – St. James Ballroom

Clinical innovation requires a fresh perspective and a deeper understanding of people to design meaningful health care solutions. At Kaiser Permanente, a human-centered approach to care transformation is helping their system strategically innovate and evolve to meet the demands of a changing landscape for its physician partners, workforce, and patients. By working to understand better the challenges facing people, including systemic barriers to receiving care, Kaiser is continually improving its care delivery and member experience. In this keynote presentation, learn how Kaiser’s approach is achieving improved outcomes through strategic innovations that reverberate at the local, regional, and national levels.

Richie Grantham

As a human-centered design pioneer, Richie Grantham has spent the past decades using insight into human behavior to help craft innovation strategies and experiences for brands, ranging from start-ups to Billion-dollar global cultural icons, across industries.

He’s brought his passion for design and innovation expertise to Kaiser Permanente as a senior leader within clinical innovation for Southern California, managing a diverse team of creatives and human centered designers to work with executive leaders and innovation champions within the organization to transform healthcare in meaningful and impactful ways.

Richie is speaking during Kaiser’s Human Centered Approach To Strategic Care Innovation.


9:45 am – 11:15 am CT

The Technology Of Organizational Sustainability

Knowledge Partner – Fulton

Sponsored By:

If your organization is looking to grow, you need technology in your arsenal. In this panel with innovative experts, you’ll learn about the software you need to achieve interoperability, service line expansion, data sharing and a superior consumer experience. Dive into digital solutions that increase efficiency, drive revenue and retain top clinicians. At the end of the day, it’s all about aligning people, process and technology.

Attendees will:

  • Discover ways to use your EHR for “whole person care,” sharing records across any organization for a better clinical perspective and a streamlined operation
  • Understand how an enterprise EHR can give you the efficiency to expand service lines, for horizontal and vertical growth
  • Gain insights into the consumer experience, and how technology influences a person’s choice of care. Learn the importance of adopting a consumer-driven mindset to keep your clients engaged
  • Become better in tune with the social determinants of health, which will make sure you offer the right care to those who need it

Ashley Sandoval, MBA, SHRM-SCP

Ashley Sandoval, Associate Chief Executive Officer for Emergence Health Network (EHN), has close to ten years of experience in the behavioral health arena. As a lead officer for El Paso County’s Mental Health/Intellectual Disabilities Authority, Ms. Sandoval is responsible for the operating and financial sectors of EHN services that include facilitating organizational effective functions and leading large-scale projects. EHN assists more than 15,000 local residents with their mental health/IDD and substance use treatment needs and operates more than 19 service locations throughout the region.

Previously, Ms. Sandoval served as Chief Operating Officer for EHN’s Mental Health Division, Director of Budgeting and Plant Operations and Operations Accountant at Emergence Health Network.  She also has experience in the Human Resources arena and worked as an Employee Assistance Program Representative for Sun City Behavioral Health Care, Emergence’s non-profit subsidiary.

Ms. Sandoval received both her master’s and bachelor’s degree in Business Administration from the University of Texas at El Paso, along with a B.A. in Accountancy.

Ms. Sandoval will be speaking in From Paper To Action – How To Successfully Implement Your Strategic Plan.

Brandon Ward

Brandon’s unique background as a technologist and licensed psychologist allows him to understand both the technical and clinical aspects of integrating valuable technology solutions in healthcare settings. He and his team do this by assistingstaff in using new technologies to more effectively deliver care, by ensuring that staff receive important information about a person’s unique health needs, and by facilitating collaboration between healthcare professionals using efficient and secure technologies.

During his tenure at the Mental Health Center of Denver, Brandon has provided direct care and led various technology teams. His early career clinical specialties were in the treatment of anxiety issues and substance abuse. However, in recentyears, he became a core member of the Harm Reduction Committee, whose mission is to reduce instances of harm to self and others for the community members served by the Mental Health Center of Denver. His work on this committee has played an important rolein implementing several company wide risk reduction initiatives, all with the necessary technology components to support staff in identifying at-risk individuals and identifying ongoing intervention needs.

In addition to his involvement in clinical technology solutions, Brandon also oversees the implementation of technology solutions for many other parts of the business, including human resources, payroll, accounting, facilities, and so on. This necessitates a focus for continuously maturing project management practices and an overall commitment to interoperability between enterprise systems. Brandon oversees a team of staff that follow an Agile Development methodology which allows them to work closely with stakeholders, carefully prioritize upcoming work, and regularly evaluate processes that need improvement. His staff of developers, business analysts, system technicians, and quality assurance professionals work carefully to ensure that software systems at the Mental Health Center of Denver are thoughtfully integrated to support data integrity, ease of use, and scalability.

Brandon is speaking during Integrating Digital Tools Into Service Delivery.

Neal Tilghman

As General Manager of Integrated Care, Neal Tilghman endorses a client focused and strategic market model around Netsmart’s solutions with a keen awareness of the current state of behavioral health, addictions treatment and physical health, while maintaining a forward-looking approach as to where our clients need to be and how we get them there with the appropriate technology. As an advocate of integrated care and its inclusion of addictions, Neal promotes whole-person care as the best means to improve patient care, achieve better outcomes and reduce costs. Neal completed his graduated studies at East Carolina University and has 30 years of experience in behavioral health.

Emily Del Vecchio

Emily Del Vecchio brings over 14 years of experience in strategic, customer-focused, and results-driven marketing in retail and the behavioral health field. Ms. Del Vecchio is the Executive Vice President of Partnerships for OPEN MINDS.

Previously, Ms. Del Vecchio was the Marketing and Communications Manager II for Cleveland Clinic. As Cleveland Clinic’s global interests grew, Ms. Del Vecchio was promoted to manage international marketing and support for International Operations, Global Patient Services, international business development, and global expansion efforts. She was instrumental in setting up the London Marketing and Communications function ensuring the UK-based team was connected to US resources and providing corporate oversight for all foundational marketing elements including recruitment advertising campaigns, grand opening promotional strategy and events, and the creation of a localized website and online tools for patients and referring doctors. She also served as a senior member of the cross-departmental “Digital Optimization Team” that was responsible for strategic oversight of all digital lead generation campaigns, designing, executing, and analyzing testing strategies to roll out scalable programs; and managed day-to-day relationship with digital agency and marketing automation partners.

Prior to Cleveland Clinic, Ms. Del Vecchio was Senior Manager, Affiliate Marketing for Gen3 Marketing. Ms. Del Vecchio led the day-to-day management and strategic development of affiliate marketing programs for some of Gen3’s highest-profile clients ranging from financial services to high-end, luxury retail. She operated as an extension of the client’s internal marketing team to support key initiatives, drive increased sales and maintain set budgets. Ms. Del Vecchio established strong relationships with publishers and network teams on behalf of clients to effectively structure and negotiate terms, secure paid placements, and ensure overall brand presence across affiliate sites. She tracked campaign performance, identified trends and growth opportunities, and analyzed key metrics.

Before Gen3, Ms. Del Vecchio advanced to Online Marketing Specialist, Affiliate Marketing for QVC, Inc. Here she managed QVC’s affiliate marketing program, which had 1K+ publisher partners and generated over $200M in annual revenue. She oversaw daily program activities, implemented strategic plans and offer strategies, managed a multi-million dollar budget, and exceeded aggressive revenue goals. Ms. Del Vecchio ran QVC’s most successful publisher optimization campaign at the time, which generated $300K+ in incremental sales among mid-tier publishers in one month. Ms. Del Vecchio and her team provided creative briefs for print and television, attended photo and video shoots, and oversaw projects from concept to execution. 

Ms. Del Vecchio received her Bachelor of Science in Business Administration for Marketing at Elon University, Elon, NC.


10:00 am – 11:15 am CT

The Due Diligence Process For Mergers, Acquisitions & Affiliations – How To Navigate The Hurdles To Success Without Undue Exposure

The Mergers, Acquisitions, & Affiliations Summit – St. James Ballroom

1.25 Course Hours

There is no playbook for mergers, acquisitions, or affiliations―every engagement is unique and has its challenges and opportunities. However, that doesn’t mean you can’t develop your approach to drive your decision-making process. This session will explore the due diligence checklist and best practices for the due diligence process and bring attention to red flags that your organization should be aware of before you file the final paperwork.

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.

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. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.

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.


11:30 am – 12:45 pm CT

Creating A Value-Based Center Of Excellence Proposal For Health Plans

Core Session – Fulton

1.25 Course Hours

In provider organizations, executive teams seek to remain competitive by positioning themselves as partners with health plans. One strategy involves becoming a center of excellence in serving a particular consumer population or need, but to do so consists of demonstrating results on quality and cost measures. To get started, specialty provider organizations need to have the analytics and platforms in place to report performance measures to health plans and manage care coordination, but how does one articulate data to show value as a center of excellence?

Join industry experts as they consider:

  • Designing and implementing a center of excellence
  • Reimbursement models and selection criteria for establishing a center of excellence
  • Assessing and operationalizing quality outcomes and data metrics for payers

Tim Daley

Tim Daley serves as the Senior Vice President of National Network Development and Delivery Strategy for Behavioral Health at Magellan Healthcare. In this role, Daley is responsible for the behavioral health provider network strategy and provider network transformation. His team focuses on the timely and exceptional delivery of care through high performing provider networks, optimization of network performance and execution on strategies to support value and risk-based provider networks as well as expansion of telehealth utilization.

Daley has 20 years of experience launching new businesses and products within healthcare organizations of all sizes. He specializes in network development and optimization, new product launches, risk-sharing relationships, and value-based care partnerships. Daley also has a proven track record of success in achieving high financial growth through organic and inorganic partnerships across behavioral health, health systems, skilled nursing facilities, Medicare, managed care and the pharmaceutical industry.

Prior to joining Magellan in July 2020, Daley served as the Vice President of Partner Development at Remedy Partners, acquired by Signify Health, where he developed a bundled payments for care improvement team that reduced unnecessary patient days and readmissions. He has also served in key growth roles at PointRight, Inc. and Citeline.

Daley earned his Bachelor of Science degree from Northeastern University, Boston, MA.

Tim is speaking during Creating A Value-Based Center Of Excellence Proposal For Health Plans.

Jennifer Duncan-Sanford

Jennifer Duncan-Sanford, LCSW has over 25 years of experience in direct clinical care, clinical management, and account management in both the public and private sectors. Ms. Duncan-Sanford received her master’s degree from Florida State University and is licensed as a clinical social worker in both Illinois and California. As a National and Strategic Account Director, Ms. Duncan-Sanford is the trusted advisor and primary point of contact for national insurers and Employee Assistance Programs.

Jennifer is speaking during Creating A Value-Based Center Of Excellence Proposal For Health Plans.

Dee DeWitt

Dee DeWitt has extensive experience as a consultant and corporate leader in the healthcare field. Mr. DeWitt brings over 28 years of experience in healthcare finance and operations, M&A, use of technology, strategic planning, and change management in healthcare organizations to OPEN MINDS as a Senior Associate.

Previously, Mr. DeWitt was the Chief Financial Officer and Chief Operating Officer of Momentum for Health, a CARF-accredited non-profit behavioral health organization providing services to individuals with a diagnosed serious mental illness (SMI) and/or substance abuse disorder, in San Jose, California. During his tenure, Mr. DeWitt increased outpatient productivity by 25% and contributed to growing revenues from $55 million to a projected $71+ million for the fiscal year of 2023. Mr. DeWitt also oversaw Momentum ‘s pilot with Santa Clara County’s transition to Netsmart Provider Connect and led a successful grant award and implementation of a multi-year paid intern program in partnership with Santa Clara University, San Jose University, and Palo Alto University.

Mr. DeWitt was also the Chief Financial Officer and Chief Operating Officer of Veridian Financial Group, a strategic consulting firm specializing in performing long-term, on-site C-level and Director roles, evaluating and implementing financial strategies, strategic operational planning, and development strategies for companies that are poised for significant growth, change, or require turnaround attention, in San Jose, California. During his time at Veridian Financial Group, Mr. DeWitt focused primarily on healthcare, finance, technology, and private equity and coordinated licensing, compliance, and external audits for 42 state licenses, including managed care organizations, managed care plans, Medicare, Medicaid, and service provider organizations.

In addition, Mr. DeWitt served as Chief Financial Officer and a Consultant in Strategic Planning and Finance for Home Recovery – Home Aid, Inc., a private equity-backed, for-profit company that provides personal care and skilled care in 35 locations and in-home care throughout Virginia, Maryland, and Washington, D.C. During his time there, Mr. DeWitt was a member of the company’s executive management team, audit team, and License & Compliance team. Mr. DeWitt also served as Chief Financial Officer of Professional Healthcare Resources, Inc., a for-profit holding company comprised of 5 home health companies, 4 hospice companies, and 2 private duty/personal care companies. Mr. DeWitt has also been the Chief Financial and Technology Officer for The Filson, a nationally renowned non-profit archive and research institute, and Director of Strategic Development for Signature Healthcare, LLC, a national private equity-backed for-profit, long-term care company operating over 180 facilities, with 18,000 employees, and over $1 billion in revenues.

Mr. DeWitt also held the positions of Deputy Director of Behavioral Health at the County of Ventura, CA Behavioral Health Services Department, and Director of Finance and Management Services of the Southeastern Arizona Behavioral Health Services (SEABHS), a joint commissioned accredited non-profit.

Mr. DeWitt graduated from the University of Louisville, Kentucky with a Bachelor of Arts Degree in Economics and a Master’s in Political Science with a concentration in Economics and Public Policy.

Build Or Merge? How To Expand Your Service Line Portfolio Or Merge To Get It

The Mergers, Acquisitions, & Affiliations Summit – St. James Ballroom

1.25 Course Hours

Organically building your service line portfolio can take years and require resources you may not have. A merger can lead to organizational sustainability while retaining independence and mission integrity. A merger can also offer opportunities to become more attractive for value-based contracts opportunities, help organizations secure better talent, reduce unit costs, become more competitive in negotiations with payers, be more efficient operationally, expand services or geographic reach, plus increase opportunities for innovation, infrastructure, and technology upgrades. During this session, learn how to decide whether it’s right for your organization to build or merge.

C.J. Davis

C.J. Davis is the CEO of Brightli, Inc., the parent company of Burrell Behavioral Health, where he serves as President and CEO, and Preferred Family Healthcare. Brightli was formed through joint partnership of Burrell and Preferred in 2022; together the companies employ nearly 5,000 individuals in more than 200 locations across the four-state system.

At Burrell, C.J. has made mission expansion through strategic mergers and acquisitions a top priority. Earlier this year, Burrell merged with Comprehensive Mental Health Services, an Independence-based Community Mental Health Center, establishing Burrell/Brightli’s presence in the metro-Kansas City mental heath market. This, coupled with the PFH partnership, have made Brightli one of the largest nonprofit mental health providers in the Midwest.

With more than 25 years of experience in the mental health industry as both an executive and a clinical psychologist, Dr. Davis has managed and practiced at nearly every level of behavioral health care, including community treatment settings, residential treatment, primary care behavioral health, inpatient hospital services and criminal justice. C.J. previously held executive leadership positions in Missouri, Pennsylvania, and Indiana, focusing on improving accessibility to care at each stop in his career. After being hired as President and CEO of Burrell Behavioral Health in 2017, he has remained committed to accessibility, mission expansion, and promoting community conversations related to behavioral health issues.

With a passion for community service, C.J. serves on the boards of the Missouri Behavioral Health Council, the National Psychology Training Consortium, and the Springfield Area Chamber of Commerce. In 2019 C.J. was named one of Biz 417 Magazine’s “10 for the Next 10” as well as one of the Springfield Business Journal’s Men of the Year. In 2021 he was chosen as the SBJ’s CEO of the Year at their annual Dynamic Dozen awards.

C.J. will be speaking during Build Or Merge? How To Expand Your Service Line Portfolio Or Merge To Get It.

Bill Bailey

During his tenure, Cenikor expanded from 3 to 10 locations providing vital addiction recovery treatment to thousands of Texans suffering from Substance Abuse Disorder. Bill’s dedication to Cenikor and the behavioral health community is centered on raising public awareness in the areas of treatment, prevention, education, and continuing a progressive movement on a national level.

Bill’s leadership, derived from 30-years of executive experience with Hillcrest Health System and InterFirst Bank, has contributed to his expertise in strategic planning, board development, community development, and corporate partnerships. A proud supporter of the United Way, Habitat for Humanity, Houston Food Bank, and Boy Scouts of America, Bill provides direction and advocacy for two universities, and several church committees.

A strong proponent of philanthropy in the communities served by Cenikor recovery centers, Bill is a catalyst for innovation and advancement at the State Association of Substance Use Providers in Texas, and the Houston Network for Behavioral Health Providers, where he is a member as well as the Chair of the Policy Committee. He was also nominated by the Secretary of Texas Health and Human Services Commission (HHSC) to serve as one of 15 members of the Insurance Parity Work Group for the State of Texas. Additionally, Bill is a member of the Addiction Committee for the National Council for Behavioral Health and served on other national work groups.

Bill is a graduate of Texas Tech University with a Bachelor of Arts in Real Estate Finance.

Bill will be speaking during Build Or Merge? How To Expand Your Service Line Portfolio Or Merge To Get It.

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. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.

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.


12:45 pm – 2:15 pm CT

Overcoming The Data Challenges That MA&A Can Create: Best Practices In Maintaining Continuity In Client Data

MA&A Summit Lunch & Learn – St. James Ballroom

Merging and restructuring client data and electronic medical records is one of the organizations’ most prominent challenges during a merger or acquisition. While daunting, technology integration and data management are critical elements to maintaining continuity in client data. Collaboration and partnership between IT teams with a well-planned strategy for tech and data integration are the keys to success, all while planning for upcoming regulation changes related to client data (§ 170.315 (b)(10) Electronic Health Information export, for example). Whether your organization is acquiring (or being acquired) or merging with another organization, this session will offer valuable strategies for overcoming challenges while supporting data continuity.

In this session, learn more about:

  • The demands of continuity of client data, why it is essential, and ensuring data is secure, especially as systems are merged
  • How to create the alignment needed between IT teams to ensure client data continuity
  • Incorporating regulatory demands and potential implications into technology integration plans
  • The importance of easy-to-use and configurable systems to allow for a more seamless merging of systems

Scott Budzien

Scott Budzien is a Data Scientist I at Monarch. He is passionate about serving others and seeks to transform data into practical and purpose-driven information that maximizes positive care delivery outcomes. He leads a team in designing, building, and presenting reporting products that fulfill operational, financial, and clinical requests. Prior to joining Monarch in 2019, Scott was a Mathematics Teacher for 14 years and used student performance data to inform lesson design, measure learning progress, and determine staffing needs. Scott holds a BS in Mathematics and is currently pursuing a MS in Analytics. Monarch is a premier nonprofit organization that provides innovative support to thousands of people with intellectual and developmental disabilities, mental illness and substance use disorders in North Carolina. With approximately 400,000 patient encounters annually, Monarch offers quality, person-centered services, and treatment to nearly 30,000 people to help them learn, grow, work and heal.

Scott is speaking Overcoming The Data Challenges That MA&A Can Create: Best Practices In Maintaining Continuity In Client Data.

Kevin Schmidt

Kevin has 3 decades of health care experience. He’s been in EMS for 9 years, IT Director for a TPA with 5 high risk state pools, created the interoperability capabilities and business for a very large EMR vendor as well as helped define and manage all data for the population health platform for that same vendor; he was also the executive over a control substance repository. He has served on committees in the federal space with ONC and CMS, as well as helped states plan and define their data, analysis, and state reporting. Currently Kevin has responsibility over Data Innovations for Qualifacts. He has executive responsibilities over the strategies for big data.

Kevin is speaking Overcoming The Data Challenges That MA&A Can Create: Best Practices In Maintaining Continuity In Client Data.

Emily Del Vecchio

Emily Del Vecchio brings over 14 years of experience in strategic, customer-focused, and results-driven marketing in retail and the behavioral health field. Ms. Del Vecchio is the Executive Vice President of Partnerships for OPEN MINDS.

Previously, Ms. Del Vecchio was the Marketing and Communications Manager II for Cleveland Clinic. As Cleveland Clinic’s global interests grew, Ms. Del Vecchio was promoted to manage international marketing and support for International Operations, Global Patient Services, international business development, and global expansion efforts. She was instrumental in setting up the London Marketing and Communications function ensuring the UK-based team was connected to US resources and providing corporate oversight for all foundational marketing elements including recruitment advertising campaigns, grand opening promotional strategy and events, and the creation of a localized website and online tools for patients and referring doctors. She also served as a senior member of the cross-departmental “Digital Optimization Team” that was responsible for strategic oversight of all digital lead generation campaigns, designing, executing, and analyzing testing strategies to roll out scalable programs; and managed day-to-day relationship with digital agency and marketing automation partners.

Prior to Cleveland Clinic, Ms. Del Vecchio was Senior Manager, Affiliate Marketing for Gen3 Marketing. Ms. Del Vecchio led the day-to-day management and strategic development of affiliate marketing programs for some of Gen3’s highest-profile clients ranging from financial services to high-end, luxury retail. She operated as an extension of the client’s internal marketing team to support key initiatives, drive increased sales and maintain set budgets. Ms. Del Vecchio established strong relationships with publishers and network teams on behalf of clients to effectively structure and negotiate terms, secure paid placements, and ensure overall brand presence across affiliate sites. She tracked campaign performance, identified trends and growth opportunities, and analyzed key metrics.

Before Gen3, Ms. Del Vecchio advanced to Online Marketing Specialist, Affiliate Marketing for QVC, Inc. Here she managed QVC’s affiliate marketing program, which had 1K+ publisher partners and generated over $200M in annual revenue. She oversaw daily program activities, implemented strategic plans and offer strategies, managed a multi-million dollar budget, and exceeded aggressive revenue goals. Ms. Del Vecchio ran QVC’s most successful publisher optimization campaign at the time, which generated $300K+ in incremental sales among mid-tier publishers in one month. Ms. Del Vecchio and her team provided creative briefs for print and television, attended photo and video shoots, and oversaw projects from concept to execution. 

Ms. Del Vecchio received her Bachelor of Science in Business Administration for Marketing at Elon University, Elon, NC.

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.


2:15 pm – 3:45 pm CT

Planning A Digital Consumer Experience

Core Session – Fulton

1.25 Course Hours

Consumer’s satisfaction with their health care experiences is linked to continuity of care and positive outcomes. To improve consumer engagement and satisfaction, executive leaders seek digital solutions that create customized experiences. Providers are tasked with delivering convenient access to physical, behavioral, and social services with quicker wait times, more transparency, and assurances of data privacy and security. Hear from provider organizations that are planning and implementing a range of digital services to improve the consumer experience, including:

  • Developing practical technology innovations around consumer needs
  • Incorporating digital tools to enhance consumer experience and consumer engagement
  • Delivering more significant value to consumers by reshaping how technology is deployed

Vincent Bemmel, Ph.D.

Dr. Vincent Bemmel is a seasoned technologist with over 25 years’ experience with the research and development of emerging technology solutions. Prior to joining Catalight, Dr. Bemmel has held various leading roles where he was driving digital transformation through innovation across different industries. Throughout his journey he has focused on leveraging advanced technology to deliver increased value to end-users and their environment.  

As the Director of Technology and Innovation at Catalight, Dr. Bemmel leads the investigation into the use of consumer-grade technology for improving the wellbeing of their client population. In addition, he also conducts qualitative research to uncover clinical insights into the large amounts of data that is collected through their practice. 

Vincent is speaking during the Planning A Digital Consumer Experience.

Lindsey Sneed, Ph.D., BCBA-D

Dr. Lindsey Sneed is the Vice President of Clinical Excellence, providing clinical oversight and leadership to the organization. She also conducts applied research where she evaluates the efficacy of different models of care and assists in the development of new care models with a specialized interest in parent-mediated interventions, parental stress and parental self-efficacy. Dr. Sneed emphasizes the value of person-centered care that accentuates the self-determination of individuals and the whole family.

Dr. Sneed has been working in the field of behavioral health treatment, specifically supporting autistic individuals and people with other development disabilities, for 15 years and has been with Catalight for 10 years. Her experience includes direct implementation of applied behavior analysis, parent-mediated interventions, diagnostics, and CBT with youth and adults who are both neurodiverse and neurotypical. Dr. Sneed holds a PhD in Clinical Psychology and is a Board Certified Behavior Analyst-Doctoral level. She also has a Master of Science in Applied Psychology and Master of Science in Educational Counseling.

Lindsey is speaking during the Planning A Digital Consumer Experience.

Michaela Statt, LMSW

Michaela has a Bachelor’s Degree in Psychology and a Master’s Degree in Social Work from ASU. Throughout her career she found her niche in health care administration and operations. She has worked at Copa Health for over nine years in a variety of roles including Clinical Coordinator (East Valley Campus), Clinical Director (West Valley/Wickenburg), Site Administrator (Arrowhead Campus), and most recently, Director of Health Information Management (Brookstone).

Michaela played a vital role in working across all Integrated Health Solutions locations to support Copa Health in various value based purchasing arrangements, resulting in improved health outcomes for members in addition to earning financial incentives for the organization. Under her leadership, Michaela’s team built the infrastructure for measurement-based care across multiple service lines allowing Copa Health to be well positioned for program expansion across the state of Arizona.

Michaela is passionate about supporting employees by being accessible, responsive, transparent, and optimistic. She strives to create opportunities that allow staff to be innovative in their work leading to improved job satisfaction and performance resulting in members receiving the best possible care within every service line.

Michaela is speaking during the Planning A Digital Consumer Experience.

Emily Del Vecchio

Emily Del Vecchio brings over 14 years of experience in strategic, customer-focused, and results-driven marketing in retail and the behavioral health field. Ms. Del Vecchio is the Executive Vice President of Partnerships for OPEN MINDS.

Previously, Ms. Del Vecchio was the Marketing and Communications Manager II for Cleveland Clinic. As Cleveland Clinic’s global interests grew, Ms. Del Vecchio was promoted to manage international marketing and support for International Operations, Global Patient Services, international business development, and global expansion efforts. She was instrumental in setting up the London Marketing and Communications function ensuring the UK-based team was connected to US resources and providing corporate oversight for all foundational marketing elements including recruitment advertising campaigns, grand opening promotional strategy and events, and the creation of a localized website and online tools for patients and referring doctors. She also served as a senior member of the cross-departmental “Digital Optimization Team” that was responsible for strategic oversight of all digital lead generation campaigns, designing, executing, and analyzing testing strategies to roll out scalable programs; and managed day-to-day relationship with digital agency and marketing automation partners.

Prior to Cleveland Clinic, Ms. Del Vecchio was Senior Manager, Affiliate Marketing for Gen3 Marketing. Ms. Del Vecchio led the day-to-day management and strategic development of affiliate marketing programs for some of Gen3’s highest-profile clients ranging from financial services to high-end, luxury retail. She operated as an extension of the client’s internal marketing team to support key initiatives, drive increased sales and maintain set budgets. Ms. Del Vecchio established strong relationships with publishers and network teams on behalf of clients to effectively structure and negotiate terms, secure paid placements, and ensure overall brand presence across affiliate sites. She tracked campaign performance, identified trends and growth opportunities, and analyzed key metrics.

Before Gen3, Ms. Del Vecchio advanced to Online Marketing Specialist, Affiliate Marketing for QVC, Inc. Here she managed QVC’s affiliate marketing program, which had 1K+ publisher partners and generated over $200M in annual revenue. She oversaw daily program activities, implemented strategic plans and offer strategies, managed a multi-million dollar budget, and exceeded aggressive revenue goals. Ms. Del Vecchio ran QVC’s most successful publisher optimization campaign at the time, which generated $300K+ in incremental sales among mid-tier publishers in one month. Ms. Del Vecchio and her team provided creative briefs for print and television, attended photo and video shoots, and oversaw projects from concept to execution. 

Ms. Del Vecchio received her Bachelor of Science in Business Administration for Marketing at Elon University, Elon, NC.

Reflections: The State Of Health & Human Service Organizations After A Merger – What They’ve Learned & Where They’re Headed

The Mergers, Acquisitions, & Affiliations Summit – St. James Ballroom

1.25 Course Hours

The right merger can lead to two organizations earning more revenue while reducing expenses. This win-win synergy often has a compounding effect that can lead to organizational transformation while profoundly impacting the lives of the people served. Hear the lessons learned from executives who have made mergers, acquisitions, or affiliations work and where it takes them.

Kathleen Jordan, DHA

Dr. Kathleen Jordan is the Executive Vice President/Chief Executive Officer at Seven Hills Foundation, an integrated health and human services company with an annual operating budget of $400 million and 4800 employees.  In this role, Kathleen oversees the programmatic and clinical aspects of the Affiliate companies in Massachusetts, New Hampshire and Rhode Island.  In addition, Kathleen is responsible for quality assurance and program improvement, risk management, Medicaid Demonstration Projects, the Seven Hills Research Center, and the Institutional Review Board (IRB).  Dr. Jordan has been with Seven Hills Foundation for the past 19 years.  She speaks frequently on issues related to HIV/AIDS, Long Term Services and Supports (LTSS) and Data Analytics.  In addition to her role at Seven Hills, Dr. Jordan is an adjunct professor at Clark University teaching Global Health, Research Strategies and Nonprofit Management and at Central Michigan University where she teaches Strategic Philanthropy, Health Informatics and Communication and Substance Abuse Services.  Dr. Jordan holds a Doctor of Health Administration degree from Central Michigan University; a Masters in Education Administration from Boston College; and a Bachelor of Science in Journalism from West Virginia University.  She is also a Fellow in the American College of Health Executives.

Kathleen is speaking during Reflections: The State Of Health & Human Service Organizations After A Merger – What They’ve Learned & Where They’re Headed.

Diane Gould, LICSW

Diane Gould joined Advocates in 1985 and was appointed President and CEO in 2013. In a career at Advocates spanning over forty years, she has held many clinical and leadership roles and directed a range of clinical, residential, and support services promoting empowerment, inclusion, and health equity. Diane is also the President and CEO of Family Continuity Program, as of January 1, 2023.

Central to Diane’s approach to leadership is a commitment to collaboration. At Advocates, Diane emphasizes partnership with employees, funders, and individuals who receive services as an essential way to advance the agency’s mission.

In the broader community Diane is an active board member of the Massachusetts Providers Council, Association of Behavioral Healthcare, and several other industry advocacy organizations. Throughout her career, Diane has worked to build diverse, inclusive community coalitions that address behavioral health and social service needs. Diane’s several community recognitions include the 2011 Deborah Blumer Community Health Leader Award from the MetroWest Health Foundation, the 2015 MassPRA Public Advocacy Award, and The Providers’ Council’s 2020 CEO Award and 2022 Chair’s Award. Diane’s leadership has resulted in Advocates being selected one of the Top 100 Women Led Businesses, and Top 100 Places to Work in Massachusetts by the Boston Globe.

Diane holds a Master of Social Work degree from Simmons College, and the values of the social work profession continue to inform her vision and leadership. Previously, she earned a Bachelor of Arts degree from the University of Massachusetts with a concentration in English and Women’s Studies.

Diane is speaking during Reflections: The State Of Health & Human Service Organizations After A Merger – What They’ve Learned & Where They’re Headed.

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. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.

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.


4:00 pm – 5:30 pm CT

Too Small To Survive – How Do I Find An Acquisition Or Affiliation Partner?

The Mergers, Acquisitions, & Affiliations Summit – St. James Ballroom

1.5 Course Hours

In these turbulent times, provider organizations must begin exploring potential solutions before their situation is dire. Affiliations allow organizations to tap into more support and operate efficiently while conducting business as usual. Then, when affiliations are successful, organizations can explore the possibility of being acquired. During this session, hear from organizations who have been through the process and their perspective on finding the right acquisition or affiliation partner.

Jeff Holsinger

Jeffrey M. Holsinger has served as CEO of Volunteers of America Northern Rockies for the last 22 years, serving tens of thousands of people in need. Jeff is a visionary leader who values each person’s unique abilities and contributions. He understands that success happens when alliances are forged in a way that strengthens those around him. Under his leadership, the organization has expanded services from a small revenue base of under one million dollars a year to over $55 million today, supported by over 450 professional staff and several hundred volunteers.

Volunteers of America Northern Rockies operates innovative human service programs in eight core areas of service including community corrections, youth services, veteran’s services, low-income housing, healthcare services, homeless services, ministry, & community outreach. It operates under the governance of a board of directors that is represented throughout region of Montana, Wyoming, & Western South Dakota. The organization is one of 30 independent faith-based affiliates within Volunteers of America, Inc. through a federated model. Volunteers of America Northern Rockies has successfully fostered growth and innovation through entrepreneurial thinking, radical hospitality, and organizational citizenship. The organization has been intentional with growth strategies to prioritize the replication of successful programs and the acquisition of new service lines that enhance mission impact. Mergers and acquisitions have contributed to over 50% of the organization’s growth through ten separate engagements. Investing time in the leadership development of team members, fostering an organizational culture centered around Servant Leadership, and creating transformational change in those served are all passions of Jeff. He encourages his team to challenge institutional thinking while preparing for the certainty of change.

Jeff currently serves on the Wyoming Department of Family Services Advisory Council through appointment by Governor Gordon. He previously served on the Wyoming Workforce Development Committee. Jeff is also an avid outdoorsman who enjoys fishing, bird hunting and woodworking when time permits. He is married to Beth who also shares his outdoor passions and deep faith. He holds a bachelor’s degree from the University of Missouri-Columbia with continuing education in facilitation, executive development, and social entrepreneurship. Jeff’s organizational practices and leadership vision related to social entrepreneurship was profiled in the 2011 college text Moral Courage in Organizations.

Jeff is speaking during Too Small To Survive – How Do I Find An Acquisition Or Affiliation Partner?

Anne Tyree, MPA, CFRE

Anne Tyree, MPA, CFRE, is Regional Chief Operating Officer for Centerstone operations in Illinois. She joined Centerstone through a merger with her former organization in 2014. Centerstone is a nonprofit health system providing mental health and substance use disorder treatments. Services are available nationally through the operation of outpatient clinics, residential programs, and the use of telehealth and an inpatient hospital. As Regional COO, Tyree oversees Illinois operations, administrative and support systems for 600 staff members serving over 10,000 clients annually in Southern Illinois. Previously Tyree served as the organization’s Chief Administrative Officer and Chief Financial Officer. Before joining Centerstone, she worked for a number of nonprofit human services organizations in Chicago, Illinois and as a nonprofit consultant. In these roles she planned and implemented significant strategic growth initiatives, revenue enhancement projects, public policy and marketing initiatives, and the development and funding of services to better serve children, adults and families experiencing behavioral health challenges. Tyree retired from the Illinois Air National Guard after serving as an enlisted member and becoming an officer; at her retirement she held the rank of Major (0-4).

She has more than 20 years expertise in strategic business planning, marketing, financial reporting and budgeting, and program and business development. Tyree received her B.A. from the University of Illinois-Chicago and her MPA with an emphasis on health care from American Public University.  

Tyree has led a number of state and local boards and commissions, and remains involved with state, local and national organizations that support improving the funding and provision of behavioral health services.   

Anne is speaking during Too Small To Survive – How Do I Find An Acquisition Or Affiliation Partner?

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.

Stronger Together: How Behavioral Health Providers Are Rethinking The Competition

Knowledge Partner – Fulton

Sponsored by Alera Health

Demand for coordinated behavioral health care is at an all-time high, intersecting with expanded payer interest in value-based contracting with Integrated Systems of Care (ISCs). Join Mike Rhoades, CEO of Alera Health, as he facilitates a discussion with representatives from the Integral Health Network of Southern Arizona (IHNSA), a ONEcare network. IHNSA is directly responsible for the whole-person care of over 12,000 lives, many of which have never received care outside of an ED/inpatient setting. Hear how IHNSA uses data, technology, and collaboration to find patients and fully engage a multi-disciplinary care team that drives down crisis/acute care utilization. Most importantly, learn how IHNSA helped turn competition into co-opetition between peer organizations.

***Join us for some fun and a complimentary happy hour bar and “Mardi Gras Fest” during this session!

Dr. Amy Muñoz, DBH, MS, NCC

Dr. Amy Munoz, DBH, MS, NCC is the Chief Compliance Officer at CODAC Health, Recovery & Wellness, Inc. in Pima, County. Amy has been with CODAC for 17 years and currently oversees the Quality Management and Utilization Management departments. These teams specialize in care management of members whose needs have not been well met by more traditional service delivery approaches through residential, intensive recovery team, crisis stabilization, court ordered treatment, hospitalization, or transitional services. In addition to her clinical and administrative work, Amy continues in her CARF program and administrative surveyor role with over 14 years’ experience providing consultation to integrated health care agencies, opioid treatment centers and other various direct service providers internationally. Dedicated to continuous learning, she also maintains a role as adjunct professor working with bachelor’s in health science students. Amy is affiliated with many healthcare organizations including the AzHEC (Health Current) Health Information Exchange Clinical Advisory Council since 2017. Amy is also a licensed therapist specializing in trauma, brief-solution-focused intervention, cognitive behavioral therapy and EMDR. She holds a Doctorate in Behavioral Health Management through Arizona State University and a master’s degree in clinical counseling.

Amy is speaking during From Competition To Co-opetition: How The Integral Health Network Of Southern Arizona (IHNSA) Maximizes Value-Based Performance Through Data-Driven Collaboration.

Becca King

Becca King is the Chief Operating Officer of HOPE, Inc., an Arizona-based peer-run specialty provider. She holds her Master’s in Public Administration with a concentration in nonprofit management and healthcare administration. Over the last 14 years, she has worked and advocated for peer-run services as an evidence-based practice in Arizona’s public healthcare system, overseeing programs and operations that creatively integrate peer support into systems of care, particularly transition points such as release from incarceration and hospitalization. In her current role, she works to foster partnerships with other providers that create opportunities for members to have timely access to the care they need while eliminating barriers, to provide the best opportunity for success. Becca is active in her community and has served on other nonprofit boards including the Diaper Bank of Southern Arizona and is currently the board president for NAMI-Southern Arizona. In 2018, she was featured by the Arizona Daily Star and Tucson Hispanic Chamber of Commerce as one of “Tucson’s 40 under 40”, in recognition of her leadership accomplishments.

Becca is speaking during From Competition To Co-opetition: How The Integral Health Network Of Southern Arizona (IHNSA) Maximizes Value-Based Performance Through Data-Driven Collaboration.

Brenda Benage

Brenda graduated from Indiana University with an MS in counseling.  She has worked in the healthcare sector for 30 years in various capacities—including managed care and direct service. She is well versed in all administrative aspects of provider-payer operations and relationships.

Brenda is currently the Chief Business Officer for Community Bridges, Inc—an Arizona based non-profit agency that provides a full continuum of integrated services for individuals with  mental health and/or substance use disorders. In her current role, Brenda oversees contracting, payer management, claims, eligibility/enrollment, credentialing, and utilization management. Brenda also serves on the multiple committees and task forces with Arizona based ACO’s.

Brenda is speaking during From Competition To Co-opetition: How The Integral Health Network Of Southern Arizona (IHNSA) Maximizes Value-Based Performance Through Data-Driven Collaboration.

Michaela Statt, LMSW

Michaela has a Bachelor’s Degree in Psychology and a Master’s Degree in Social Work from ASU. Throughout her career she found her niche in health care administration and operations. She has worked at Copa Health for over nine years in a variety of roles including Clinical Coordinator (East Valley Campus), Clinical Director (West Valley/Wickenburg), Site Administrator (Arrowhead Campus), and most recently, Director of Health Information Management (Brookstone).

Michaela played a vital role in working across all Integrated Health Solutions locations to support Copa Health in various value based purchasing arrangements, resulting in improved health outcomes for members in addition to earning financial incentives for the organization. Under her leadership, Michaela’s team built the infrastructure for measurement-based care across multiple service lines allowing Copa Health to be well positioned for program expansion across the state of Arizona.

Michaela is passionate about supporting employees by being accessible, responsive, transparent, and optimistic. She strives to create opportunities that allow staff to be innovative in their work leading to improved job satisfaction and performance resulting in members receiving the best possible care within every service line.

Michaela is speaking during the Planning A Digital Consumer Experience.

Mike Rhoades

Mike Rhoades is CEO and Founder of Alera Health, the largest population health manager of behavioral health Integrated Systems of Care (ISOCs) in the US. As CEO of Alera Health, Mike oversees the assemblage, governance, technology, analytics, and APM contracting departments supporting 13 ONEcare networks supporting over 3M patients to improve health outcomes and reduce unnecessary costs. Mike was former VP of Population Health at Community Care of NC and COO or RHA Health Services.

Mike is speaking during From Competition To Co-opetition: How The Integral Health Network Of Southern Arizona (IHNSA) Maximizes Value-Based Performance Through Data-Driven Collaboration.

Emily Del Vecchio

Emily Del Vecchio brings over 14 years of experience in strategic, customer-focused, and results-driven marketing in retail and the behavioral health field. Ms. Del Vecchio is the Executive Vice President of Partnerships for OPEN MINDS.

Previously, Ms. Del Vecchio was the Marketing and Communications Manager II for Cleveland Clinic. As Cleveland Clinic’s global interests grew, Ms. Del Vecchio was promoted to manage international marketing and support for International Operations, Global Patient Services, international business development, and global expansion efforts. She was instrumental in setting up the London Marketing and Communications function ensuring the UK-based team was connected to US resources and providing corporate oversight for all foundational marketing elements including recruitment advertising campaigns, grand opening promotional strategy and events, and the creation of a localized website and online tools for patients and referring doctors. She also served as a senior member of the cross-departmental “Digital Optimization Team” that was responsible for strategic oversight of all digital lead generation campaigns, designing, executing, and analyzing testing strategies to roll out scalable programs; and managed day-to-day relationship with digital agency and marketing automation partners.

Prior to Cleveland Clinic, Ms. Del Vecchio was Senior Manager, Affiliate Marketing for Gen3 Marketing. Ms. Del Vecchio led the day-to-day management and strategic development of affiliate marketing programs for some of Gen3’s highest-profile clients ranging from financial services to high-end, luxury retail. She operated as an extension of the client’s internal marketing team to support key initiatives, drive increased sales and maintain set budgets. Ms. Del Vecchio established strong relationships with publishers and network teams on behalf of clients to effectively structure and negotiate terms, secure paid placements, and ensure overall brand presence across affiliate sites. She tracked campaign performance, identified trends and growth opportunities, and analyzed key metrics.

Before Gen3, Ms. Del Vecchio advanced to Online Marketing Specialist, Affiliate Marketing for QVC, Inc. Here she managed QVC’s affiliate marketing program, which had 1K+ publisher partners and generated over $200M in annual revenue. She oversaw daily program activities, implemented strategic plans and offer strategies, managed a multi-million dollar budget, and exceeded aggressive revenue goals. Ms. Del Vecchio ran QVC’s most successful publisher optimization campaign at the time, which generated $300K+ in incremental sales among mid-tier publishers in one month. Ms. Del Vecchio and her team provided creative briefs for print and television, attended photo and video shoots, and oversaw projects from concept to execution. 

Ms. Del Vecchio received her Bachelor of Science in Business Administration for Marketing at Elon University, Elon, NC.


8:00 am – 9:00 am CT

Behavioral Health Advantage – The Elevance Health Approach To Innovations In Substance Use & Suicide Prevention

Keynote Speaker – St. James Ballroom

With the increased demand for behavioral health services from the pandemic and legacy issues around access, Elevance Health sought to design a system to provide person-centered whole health care. Their approach started with engaging all stakeholders to assess the problems on the ground, designing products that match the needs of populations with complex health conditions, and ultimately connecting them to the right provider organizations. In this keynote presentation, hear how Elevance Health launched its Behavioral Health Advantage (BHA) program. Through BHA, Elevance Health sees significant reductions in suicide, alcohol, and opioid use. By leveraging prevention efforts, they are addressing access issues, providing mental health and substance use navigation support, creating comprehensive care plans, increasing the use of digital tools, and helping to eliminate stigma in the workplace.


9:15 am – 10:30 am CT

Integrating Digital Tools Into Service Delivery

Core Session – Fulton

1.25 Course Hours

Digital transformation and the integration of technological tools into service delivery are reshaping the health and human services field. To remain competitive, executive leaders are contemplating where to invest in technology that can provide a digital front door to meet new consumer and payer expectations. In addition to looking into where technology can improve access, treatment services, and interoperability with other provider organizations, some organizations use consumer apps for self-help, health monitoring devices, and other digital tools.

Find out more as industry experts discuss:

  • Providing digitally enabled services to consumers
  • Cultivating a digital mindset and culture among staff and leadership
  • Tools and techniques for reaching out to consumers digitally

Stephen Smith

Stephen Smith is co-founder and CEO of NOCD — the largest telehealth provider focused on ending worldwide OCD suffering, and home to the world’s largest OCD patient community, providing hundreds of thousands of annual treatment visits through an international OCD-specialized network.

After emerging from a personal struggle with OCD and experiencing first-hand success of Exposure & Response Prevention (ERP) therapy, Smith began to transform the behavioral health system aiming to create an anytime, anywhere virtual care platform allowing those suffering to be diagnosed quickly, accurately, and treated appropriately.

Smith ensured that evidence-based OCD treatment can be insurance-covered, demonstrated by NOCD currently managing 108 million commercially covered lives. He has secured over $84M in financing since 2018, was named to Forbes 2021 30 under 30 in Healthcare, and to the 2020 Crain’s Notable Entrepreneur List.

Stephen is speaking during Integrating Digital Tools Into Service Delivery.

Brandon Ward

Brandon’s unique background as a technologist and licensed psychologist allows him to understand both the technical and clinical aspects of integrating valuable technology solutions in healthcare settings. He and his team do this by assistingstaff in using new technologies to more effectively deliver care, by ensuring that staff receive important information about a person’s unique health needs, and by facilitating collaboration between healthcare professionals using efficient and secure technologies.

During his tenure at the Mental Health Center of Denver, Brandon has provided direct care and led various technology teams. His early career clinical specialties were in the treatment of anxiety issues and substance abuse. However, in recentyears, he became a core member of the Harm Reduction Committee, whose mission is to reduce instances of harm to self and others for the community members served by the Mental Health Center of Denver. His work on this committee has played an important rolein implementing several company wide risk reduction initiatives, all with the necessary technology components to support staff in identifying at-risk individuals and identifying ongoing intervention needs.

In addition to his involvement in clinical technology solutions, Brandon also oversees the implementation of technology solutions for many other parts of the business, including human resources, payroll, accounting, facilities, and so on. This necessitates a focus for continuously maturing project management practices and an overall commitment to interoperability between enterprise systems. Brandon oversees a team of staff that follow an Agile Development methodology which allows them to work closely with stakeholders, carefully prioritize upcoming work, and regularly evaluate processes that need improvement. His staff of developers, business analysts, system technicians, and quality assurance professionals work carefully to ensure that software systems at the Mental Health Center of Denver are thoughtfully integrated to support data integrity, ease of use, and scalability.

Brandon is speaking during Integrating Digital Tools Into Service Delivery.

Jessica Dunbar

Jessica Dunbar currently works at Jefferson Center for Mental Health as their Chief Business Development Officer. In this role, she leads the communications and philanthropy department and the Jefferson Center’s strategic business development efforts to ensure the community mental health center is responsive to the behavioral health needs in the community. She is currently focused on a project to offer permanent supportive housing for people experiencing homelessness, expand wellness and therapy services for the business community in the region, expand integrated behavioral health services with community partners, and advance the community mental health center’s partnerships with commercial payors through value-based contracts.

Prior to joining Jefferson Center, she ran Colorado’s largest independent pediatric practice, Every Child Pediatrics, for 6 years. Earlier in her career she worked on state reform efforts that led to the establishment of Colorado’s health information exchange, now called Contexture, and health insurance exchange, Connect for Health Colorado.

She holds a Master’s in Public Health from the University of Colorado and a BA in Religious Studies and BS in Psychology from Westmont College.

Jessica is speaking during Integrating Digital Tools Into Service Delivery.

Deanne Cornette, MHA, GPC

Deanne Cornette, MHA, GPC, brings over 20 years of experience in the behavioral health field.  Ms.Cornette currently serves as a Senior Associate for OPEN MINDS and brings to the OPEN MINDS team noted expertise in strategic planning, grant writing and revenue development.

Previously, Ms. Cornette was the Vice President of Strategic Development for Tampa Family Health Centers, a Federally Qualified Healthcare Center. In this role, she managed grants, contracts, front desk operations, training, quality assurance special assignments (risk assessments and responses to complaints), credentialing and billing functions.  In a very short time period, she successfully procured funding to integrate behavioral health services, brought a system of processes to track health indicators and improve value-based care payment and service and became proficient in utilizing HRSA’s reporting portals.

As Counsel for Strategic Development at Agency for Community Treatment Services, Inc. (ACTS) and Vice President of Business Development for Gracepoint (merger), Ms. Cornette directed strategic development, contract negotiations, revenue development, marketing and grants.  In this capacity, she targeted funding sources and built a lucrative cash flow that provided needed services to vulnerable populations in need of behavioral health treatment.

Some of her most successful negotiations created best practice services for veteran’s programs, women’s services, as well those involved with the criminal justice system. Her portfolio includes a wide array of awards from a multitude of agencies including, but not limited to: SAMHSA, HUD, Centers for Medicaid, and the Department of Transportation and collaborations with private, non-profit and government entities.  Most recently, she worked with Gracepoint to develop Hillsborough’s Centralized Receiving Facility, one of the first funded in the State of Florida.  From a system of care for jail diversion to evidence based practices for individuals who are homeless with behavioral health needs, her awards have netted over $80 million dollars to our community.

In addition, Ms. Cornette served as the Vice President for the National Contract Management Association Suncoast Chapter, Vice President of ACTS Affordable Housing Board of Directors, Vice President of ACTS Foundation Board of Directors, and was a member of Hillsborough County Health Care Advisory Board.​ She is the recipient of University of South Florida’s 2018 Florida Outstanding Women of the Year in Public Health. Her Centralized Receiving Facility collaborative won a 2018 WEDU PBS Be Brilliant / Innovation Award.  Her concept of Housing, Engagement and Retention Tenancy (HEART) program won the 2018 Heart for Homeless award through the Housing and Education Alliance.

Ms. Cornette received her Bachelor of Arts in Psychology and her Masters Degree in Health Administration from the University of South Florida.

Best Practices In Working With Payers For Children With Complex Needs

The Children’s Services Executive Summit – St. James Ballroom

1.25 Course Hours

The challenges of working with a population as vulnerable as children and youth with complex needs create the necessity for payers and providers to work together to improve processes. This session will discuss how one payer created successful partnerships with providers and with school districts to agree on a set of quality, efficiency, and/or patient satisfaction metrics by which they were able to measure performance.

Holly Cunningham, MBA, M.Ed., LCMHCS

Holly H. Cunningham, MBA, M.Ed., LCMHCS, is the Director of Contracting and Value-Based Purchasing at Trillium Health Resources in Greenville, NC. She earned a Master of Business Administration Degree specializing in Healthcare Management from the University of North Carolina at Wilmington and a Master of Education Degree in Counselor Education from Pennsylvania State University. Holly holds a license as a Licensed Clinical Mental Health Counselor Supervisor. She has over 30 years of experience working in community, school, residential, and managed care settings in mental health and substance use. She demonstrates leadership by overseeing the Practice Management Unit, which creates and implements innovative value-based purchasing initiatives and alternative payment models that drive the quadruple aim of healthcare.

Holly is speaking during Best Practices In Working With Payers For Children With Complex Needs.

Tamra Williams

Dr. Tamra Williams is a Clinical Psychologist and a results-driven public service and behavioral healthcare executive with. Her areas of expertise include managed care operations, large-scale clinical program design and implementation, and children’s mental health.   

Dr. Williams oversees the Montgomery County, PA Department of Health and Human Services where she engages in short and long term strategic planning blending health, social services and managed care solutions. She brings over 15 years leadership experience in managed care, county government, and non-profit settings to the department. Prior to that, Dr. Williams was the Chief Clinical Officer for a behavioral health managed care organization representing over 700,000 lives. In this role, she oversaw a number of initiatives related to children’s behavioral health including development of Medicaid funded school-based treatment programs, value-based contracting, integrated care, and development of a quality and accessible continuum of care.  

Dr. Williams obtained her Ph.D. in Clinical Psychology from the University of South Florida with a minor in public health policy & management and completed her pre-doctoral training at Yale University’s School of Medicine, Dept. of Psychiatry and post-doctoral training in the Division of Law & Psychiatry.

Tamra is speaking during Best Practices In Working With Payers For Children With Complex Needs.

Kimberly Bond, MS

Kimberly Bond, MS, LMFT, brings more than 30 years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as the Executive Vice President of Business Development. In this role, Ms. Bond focuses on growing the OPEN MINDS client portfolio across all nine verticals of OPEN MINDS business.

Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III and Clinical Manager of Adult Services and a Program Coordinator II and Clinical Manager of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment.

Prior to joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc, a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs as well as the women and children residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, and training, facilities’ licensing and certifications renewals. Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders.

Previously, Ms. Bond served as the President and CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12 million in annual revenue to more than $100 million and becoming one of the largest providers of behavioral health services in California. In this role, Ms. Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. In addition, Bond ensured contract compliance of the agency’s 125 different contracts across federal and state agencies and eight counties.

Ms. Bond received her bachelor’s degree in psychology, with honors, and her master’s degree in counseling education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.

Sharon Hicks, MSW, MBA

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

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

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

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

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


10:45 am – 12:00 pm CT

Programs For Addressing The Needs Of Children & Teens With Physical & Mental Health Service Needs

The Children’s Services Executive Summit – St. James Ballroom

1.25 Course Hours

Having a child with a serious medical condition is a stressor for families and caregivers. Practical work on behalf of these families requires an accurate interdisciplinary approach that serves the needs of the family, caregivers, and the identified client. During this session, hear from organizations using an integrated system for children and teens with complex mental and physical health needs and how they make it work.

Juliana Harper

Juliana Harper has over 25 years working in a wide range of health and human services. Her experience includes strategic planning, program development and implementation of sustainable behavioral health and medical rehabilitative programs. Juliana has been with Easterseals MORC in a leadership role since 2008. As the Chief Program Officer, she leads operations in the development, implementation and monitoring of effective services that support and promote recovery and resiliency of individuals/families with behavioral, cognitive, and developmental disabilities from birth to beyond. Juliana holds a bachelor’s and master’s degree in social work from Wayne State University. She is a licensed master level macro and micro clinical social worker and certified advanced addictions counselor in Michigan.

Juliana is speaking during Programs For Addressing The Needs Of Children & Teens With Physical & Mental Service Needs.

Uriel Stephens

Uriel currently serves as the Director of Family Services for Easterseals MORC. She has worked with both adults and children in a variety of behavioral health settings in both Michigan and Texas. She is deeply invested in children and families who have experienced psychological trauma and is a master trainer in the promising practice of Intergenerational Trauma Treatment model.

Uriel is speaking during Programs For Addressing The Needs Of Children & Teens With Physical & Mental Service Needs.

Kimberly Bond, MS

Kimberly Bond, MS, LMFT, brings more than 30 years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as the Executive Vice President of Business Development. In this role, Ms. Bond focuses on growing the OPEN MINDS client portfolio across all nine verticals of OPEN MINDS business.

Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III and Clinical Manager of Adult Services and a Program Coordinator II and Clinical Manager of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment.

Prior to joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc, a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs as well as the women and children residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, and training, facilities’ licensing and certifications renewals. Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders.

Previously, Ms. Bond served as the President and CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12 million in annual revenue to more than $100 million and becoming one of the largest providers of behavioral health services in California. In this role, Ms. Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. In addition, Bond ensured contract compliance of the agency’s 125 different contracts across federal and state agencies and eight counties.

Ms. Bond received her bachelor’s degree in psychology, with honors, and her master’s degree in counseling education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.

Sharon Hicks, MSW, MBA

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

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

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

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

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

A For-Profit Subsidiary Success Story In The Non-Profit World: The Safe Harbor Behavioral Health, InnovaTel, & Quartet Case Study

Breakout Session – Fulton

1.25 Course Hours

Learn from the firsthand experience of organizations that succeeded with a private equity-fueled growth strategy and the journey from CMHC to private investors and then to acquisition by one of the key new players in the behavioral health space. Join Jonathon Evans, Chief Clinical Officer at Quartet Health (the for-profit subsidiary of the CMHC, Safe Harbor Behavioral Health) and Founder & Chief Executive Officer of InnovaTel Telepsychiatry, LLC, with Sal DeTrane, Co-Founder & Managing Director from Empactful Capital as they share what it takes to leverage private equity for organizational growth and long-term sustainability successfully.

In this session, you will:

  • Examine strategies and results from the Safe Harbor/ InnovaTel/ Quartet case study 
  • Hear investor perspectives and preferences for non-profit partners 
  • Engage in discussion with key thought leaders about the challenges and opportunities of non-profit/for-profit service line development 

Jonathan Evans

Jonathan Evans, MS, brings 30 years of experience in the behavioral health field.  Mr. Evans is currently the Chief Clinical Officer of Quartet.

Previously, Mr. Evans was the Chief Executive Officer of InnovaTel Telepsychiatry, LLC. He was also the Chief Executive Officer of Safe Harbor Behavioral Health, an organization known for clinical innovations. He brings to the OPEN MINDS team noted expertise in the design of community-based programs, new service line development, expertise in telehealth-based service delivery, and governance and leadership expertise.

Mr. Evans began his career at Hamot Institute for Behavioral Health (IBH), where he initially worked in the emergency department providing initial evaluations for patients. He had a long tenure at Hamot IBH, serving as both Director of the Diagnostic and Evaluation Center (DEC) and the Director of the Adult Division.

Mr. Evans left Hamot IBH in 1993 to become the Founding Chief Executive of Safe Harbor Behavioral Health. Safe Harbor was established to assist the State of Pennsylvania with an initiative to close state hospitals and move consumers with serious mental illnesses to the community. Safe Harbor provides intensive outpatient services to patients with serious mental illness and provides 24-hour a day crisis intervention services to anyone in Erie County. The program’s annual operating budget has grown from the initial $300,000 to over $8 million. Safe Harbor currently provides services to over 4,000 consumers each year.

Mr. Evans is also the Founding President of Northwest Beacon Group, LLC.  Northwest Beacon, a subsidiary of Safe Harbor, provides outpatient behavioral health services in the Erie community and employee assistance services to over 100 organizations with over 40,000 employees.

Mr. Evans was also the Founding Board Chairman of Presque Isle Psychiatric Associates, a non-profit organization that provides psychiatric coverage for hospitals and community-based providers. In addition, he serves on many boards, including The Pennsylvania Community Providers Association, The Erie Center on Health and Aging and Community Behavioral HealthCare Network of Pennsylvania Provider Advisory Board.

Mr. Evans received his Bachelor of Arts in Psychology and his Masters’ Degree in Clinical Psychology from Edinboro University of Pennsylvania.

Jonathan is speaking during How Non-Profit Provider Organizations Can Create a For-Profit Subsidiary – & Leverage Private Investor Funds For Growth & A For-Profit Subsidiary Success In The Non-Profit World: The Safe Harbor Behavioral Health, Innovatel, & Quartet Case Study.

Sal Detrane

Sal DeTrane co-founded Empactful Capital with a penchant for strategy, growth planning and operational execution, skill which he honed over his 25 years of experience spanning roles in venture capital, business development, organizational development, operations, and finance. 

Sal’s passion for advising technology-focused, early and growth stage entrepreneurs came into focus when he moved to Silicon Valley in 1996. In late 2001, he co-founded Nucleus Partners to serve as a venture capital and catalyst firm for seed and early-stage technology businesses – it was here that Sal pioneered the approach of a “working engagement” diligence model. Sal led Nucleus’ investment in Mede Analytics, the nation’s largest privately held health care analytics business, a company which he went on to run for 12 years as the #2 executive. During this time, Sal gained valuable direct P&L and operational experience. He was instrumental in Mede’s revenue growth in both the hospital and payer markets. This market/product strategy led to Mede’s growth from $3 million to over $120 million in revenues.  Thoma Bravo acquired Mede as it prepared for its IPO in 2015.

Prior to Nucleus, Sal co-managed nearly $50 million of committed capital at The Angels’ Forum after successfully building a technology investment banking practice in Silicon Valley.

Bolstered by a history of developing and managing relationships across the healthcare ecosystem, Sal sits on the boards of several early/growth stage healthcare IT companies.  

A die-hard Philly sports fan, Sal currently splits his time between Bucks County, PA and the Bay Area. Sal graduated Summa Cum Laude with his B.S. in Business Administration, with an emphasis in Accounting, from Temple University. Sal currently serves on Temple University’s President’s Council and the Dean’s Council for the Fox Business School where he is also assisting with the development of a Venture Capital and Private Equity Institute.

Sal is speaking during A For-Profit Subsidiary Success In The Non-Profit World: The Safe Harbor Behavioral Health, Innovatel, & Quartet Case Study.

Paul Duck

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

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

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

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

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

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

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. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.

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.


1:30 pm – 3:00 pm CT

Successful Models For Serving Children With Complex Needs

The Children’s Services Executive Summit – St. James Ballroom

1.5 Course Hours

Complex care in children’s health is a growing clinical focus and expertise area. This population is generally defined as a person, from birth to adulthood, with physical, behavioral, and social care needs. Given the complexity and scope of the issues facing these children and families, it is unlikely that any profession can provide the full scope of high-quality, competent care across all service lines. During this session, industry experts will discuss how specific agencies have created professional relationships to provide adequate care to this vulnerable population.

Lori Poston, LCSW, AADC, CS

Lori is the Vice President of Clinical Services for the Northeast region of Arisa Health, the largest provider of mental health services for the state, covering 41 counties in Arkansas. As a Licensed Clinical Social Worker, she leads all clinical programs and services for the 11 counties in the Northeast region of the state.  She has 27 years of experience, serving our most vulnerable persons who struggle with mental health and substance use issues, both in direct service provision and administrative roles.  Lori has served her agency in several roles: school-based therapist, consultant/trainer with schools in Positive Behavior Supports under a SAMHSA grant, collaborated with Craighead County to create a Juvenile Drug Court program, and now works to help grow Arisa’s outpatient and residential treatment programs. Additionally, she is certified as an Advanced Alcohol and Drug Counselor (AADC) and Clinical Supervisor (CS) for Counselors in Training in Arisa’s substance use programs. 

Lori is speaking during Successful Models For Serving Children With Complex Needs.

Walter Philips

Walter Philips has had a passion to work with troubled youth that stems from his own immigrant experience growing up in Los Angeles. This passion led him to receive his Master’s in Social Work from SDSU. Since first working on the streets of Southeast San Diego with gang kids in the 1980s, he made it his life goal to save one kid at a time. Walter was fortunate to become the CEO of San Diego Youth Services (SDYS) in July 2000.  SDYS serves over 20,000 homeless, abused and at-risk youth and their families each year. Walter has worked for almost 40 years in San Diego as a social worker, including over 30 years in administrative leadership positions in community based non-profits.  In addition, he has served on numerous local and statewide committees and boards.  This includes serving as the immediate past Chair of the California Coalition for Youth, which is the main voice and advocate for homeless youth at the State level.  Because of his leadership in the San Diego community, Walter has received numerous awards, including Social Worker of the Year (2002), Most Admired CEO for large Nonprofits (2011), and Behavioral Health Person of the Year (2018). In addition to raising their own two biological children, Walter and his wife have been foster parents to a son who experienced homelessness and incarceration in the juvenile and adult correctional system.  Walter is an avid endurance athlete who has combined his passions by raising funds and awareness for at-risk youth through several running/biking endurance events.  

Walter is speaking during Successful Models For Serving Children With Complex Needs.

Sharon Hicks, MSW, MBA

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

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

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

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

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

Kimberly Bond, MS

Kimberly Bond, MS, LMFT, brings more than 30 years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as the Executive Vice President of Business Development. In this role, Ms. Bond focuses on growing the OPEN MINDS client portfolio across all nine verticals of OPEN MINDS business.

Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III and Clinical Manager of Adult Services and a Program Coordinator II and Clinical Manager of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment.

Prior to joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc, a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs as well as the women and children residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, and training, facilities’ licensing and certifications renewals. Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders.

Previously, Ms. Bond served as the President and CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12 million in annual revenue to more than $100 million and becoming one of the largest providers of behavioral health services in California. In this role, Ms. Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. In addition, Bond ensured contract compliance of the agency’s 125 different contracts across federal and state agencies and eight counties.

Ms. Bond received her bachelor’s degree in psychology, with honors, and her master’s degree in counseling education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.

Making Tough Decisions: When & How To Close Or Change Services

Core Session – Fulton

1.5 Course Hours

Decision-making on keeping or discontinuing existing service lines is fraught with complexity. This is especially true in a health and human services market undergoing considerable changes, with new consumer expectations, provider needs, and payer requirements. As a result, executives of provider organizations are re-examining their service line portfolios. This includes analyzing if spending aligns with the organization’s mission and strategic priorities to determine which service lines operate at a profit margin, what services are no longer needed, and if new service lines should be added.

Join this engaging conversation on how to:

  • Achieve the right balance of organizational focus and investment of resources
  • Analyze and present data to identify key strategic themes and priorities
  • Evaluate service line portfolio profitability and sustainability

Sherrie Crabb

Sherrie began her career with Arrowleaf in 2008 and has been the Chief Executive Officer since 2014.  Her previously held positions within agency included Youth Outpatient Therapist, Youth Programs Coordinator and Behavioral Health Assistant Director. She has a bachelor of Social Work and Master of Science in Human Development and Family Life degrees from Eastern Illinois University.

Sherrie is speaking during Making Tough Decisions: When & How To Close Or Change Services.

Rochelle Head-Dunham, MD, DFAPA, FASAM

Rochelle Head-Dunham, MD, DFAPA, FASAM, an Endowed Professor at LSU School of Medicine, is a double board-certified Addiction Psychiatrist with academic appointments as Clinical Associate Professor and Adjunct Clinical Assistant Professor of Psychiatry at LSU and Tulane University Schools of Medicine, respectively. Her past immediate appointments were Assistant Secretary and Medical Director for the Office of Behavioral Health (OBH) within the Louisiana Department of Health (LDH). In that capacity, she represented the state of Louisiana nationally as the Mental Health and Addictive Disorders Authority serving as both the Commissioner of Mental Health and the State Substance Use Director. Her impact to systems change was evident in her leadership during the state’s conversion to statewide Medicaid managed behavioral healthcare. She was also an early adopter of collaborative integrative care models, for coordination of primary and behavioral comprehensive healthcare in the field of behavioral health.

Dr. Head-Dunham’s academic and administrative leadership has fostered noteworthy advances in the fields of addiction and mental health. She has served as a subject matter expert on various national and state platforms informing best practices for the field of behavioral health. Her clinical accolades include Clinical Faculty of the Year for the 2021 academic year at LSU School of Medicine. In 2019 she was the recipient of the Nyswander/Dole Award from the American Association for the Treatment of Opioid Dependence, INC. (AATOD). Her clinical acumen coupled with her transformative leadership style has shaped an administrative career that fosters enduring changes for systems, organizations and individual levels of performance. Dr. Rochelle Head-Dunham is a New Orleans native who currently serves as the Executive Director and Medical Director for Metropolitan Human Services District (MHSD), a state local governing entity tasked with service delivery for indigent and Medicaid ensured persons living with mental illness, substance use disorders and intellectual/developmental disabilities, residing in New Orleans and neighboring parishes.

Rochelle is speaking during Making Tough Decisions: When & How To Close Or Change Services.

Kashunda Williams, Ph.D., BCABA-D

Dr. Williams serves as the director of Quality and Data Management for MHSD. Dr. Williams is a licensed clinical psychologist and a Board Certified Behavioral Analyst – Doctoral Level. Dr. Williams has over 15 years of professional experience. Among her roles, she is a consultant, trainer, practitioner, and researcher. Her clinical experiences focus on direct services to youth (e.g., individual, group, and family therapy) for a variety of presenting psychopathology and utilizing ABA methodologies in treatment planning. Her administrative experiences are in healthcare operations including behavioral health program development, accreditation, federal grants, informatics/analytics, and complex project management. She has developed and facilitated trainings and workshops for mental health centers, schools, and community organizations. Dr Williams has authored book chapters and her research can be found in peer reviewed journals.

Dr. Williams brings an in-depth understanding of quality and data management to MHSD. The Quality and Data Management division strives to establish a data driven environment, that includes but is not limited to system infrastructure, data management, and service delivery monitoring, that supports continuous quality improvement across MHSD. 

Kashunda is speaking during Making Tough Decisions: When & How To Close Or Change Services.

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.


3:45 pm – 4:15 pm CT

The Future-Mindedness Strategy Imperative

Keynote – St. James Ballroom

1 Course Hour

Planning for growth and creating an individualized customer experience need to go hand-in-hand. Provider organizations who can wrap their hands around these strategic initiatives, while remaining flexible to the market forces, will seize competitive advantages. Join Monica Oss, Chief Executive Officer of OPEN MINDS, as she unpacks key institute takeaways and lays a foundation for consumer-centered care innovation.

This closing session will review the following:

  • Strategic decision-making in turbulent markets
  • Integrating digital tools into consumer service delivery
  • Marketing for brand awareness and revenue growth

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.