CFO As Strategic Architect
This full-day event is specially curated to position the CFO as a leader, and not just an accountant. Harness your skills as a bridge-builder, mentor, and coach, as well as sharpen your abilities to build financial frameworks, optimize budgets, and succeed with value-based reimbursement.
Summit Chair &
Senior Associate,
OPEN MINDS
Join your financial executive peers and discover the key components for strategic scenario planning, including forecasting and ROI analysis, discover your role in organizational growth through mergers, acquisitions, and partnerships, and understand the value of managed care relationship development.
Strategic Scenario Planning: Forecasting, Financial Modeling & ROI Analysis
In an era of shifting reimbursement models, rising labor costs, and intensifying demand for behavioral health services, financial leaders must navigate uncertainty with precision and confidence. This session equips CFOs and finance executives with advanced tools to strengthen organizational readiness and guide to strategic decision-making.
Participants will explore practical frameworks for scenario-planning, including how to model market, regulatory, and operational variables that directly impact financial sustainability. Through real-world examples, the session will demonstrate how to build robust forecasting models, evaluate the financial viability of emerging service lines, and perform ROI and cost-benefit analyses that resonate with executive teams and boards.
Attendees will leave with:
- Actionable strategies to stress test their assumptions and align financial projections with organizational strategy
- Use data-driven insights to support growth, manage risk, and ensure long term resilience in an evolving landscape
- The tools and framework to perform your ROI analysis
Mergers & Alliances: The Evolving Role Of The CFO In Organizational Growth – M&A, Collaborations & Partnerships
As consolidation accelerates across the behavioral health landscape, CFOs are playing an increasingly strategic role in shaping the future of their organizations. This session examines how financial leaders can guide mergers, acquisitions, affiliations, and cross-sector partnerships that strengthen market position, expand service capacity, and advance mission-driven growth.
Participants will explore the full lifecycle of partnership development– from assessing organizational readiness and conducting rigorous financial and operational due diligence to structuring deals that balance risk, value, and long-term sustainability.
This session will provide:
- Emerging trends in collaborative models, including payer-provider partnerships, joint ventures and alliances that enhance care integration and access
- Practical tools to evaluate strategic fit, model financial impacts, lead negotiations, and communicate partnership value to internal and external stakeholders
- The insight needed to navigate complex decisions and drive successful, future-focused organizational strategy
Building High-Value Managed Care Partnerships: A CFO’s Approach To Sustainable Relationship Development
Strong managed care partnerships have become essential to financial sustainability and strategic growth of behavioral health organizations. In this session, CFO’s and financial executives will learn how to lead the development of resilient, mutually beneficial relationships with health plans that drive reimbursement strength, quality performance, and long-term sustainability.
The session will unpack the financial leader’s role in shaping payer strategy–from preparing compelling organizational value propositions and negotiating contract terms to using data to demonstrate outcomes, reduce friction, and strengthen trust with managed care partners.
Attendees will explore:
- How to analyze payer mix, model contract impacts, and align financial operations with performance expectations
- Practical frameworks, negotiation insights, and communication strategies to enhance payer collaboration and secure favorable terms
- How to position organizations as high-value, reliable partners in a competitive and rapidly evolving managed care environment