2016 Presentations


Day One Wednesday June 8
Day Two Thursday June 9
8:30 am - 9:30 am
The Strategic Path To Health System Sustainability: Lessons From Northwell Health

Plenary Address

  • Kristofer L. Smith, M.D., MPP

    Vice President & Medical Director, Northwell Health Solutions

    Dr. Smith is vice president and medical director for Northwell Health Solutions, Northwell’s care management organization. He is also assistant professor in the Department of Medicine at the Hofstra Northwell School of Medicine.

    Board certified in hospice and palliative care, Dr. Smith was assistant professor and assistant program director at the Mount Sinai Department of Internal Medicine before joining Northwell to lead system-wide care continuum initiatives in the post-acute setting, as well as to direct the Advanced Illness Management program.

    Dr. Smith has published a number of papers on advanced care models for the frail elderly and  has been a co-investigator on a number of grants investigating the outcomes of high-intensity primary care programs.  He has been invited to give regional and national talks on health policy, the frail elderly, and the intersection of payment reform and clinical redesign.

    Dr. Smith has worked with regional and national associations such as the Greater New York Hospital Association, the American College of Physicians, the Coalition to Transform Advanced Care, and the American Association of Home Care Medicine on healthcare reform.  He is the physician lead for a number of governmental demonstration projects including Medicare’s Independence at Home, Bundled Payment for Care Improvement and the New York State Health Home.

    Dr. Smith received his medical degree from Boston University School of Medicine and completed his residency and chief residency at Mount Sinai Medical Center.  He also received a Master of Public Policy degree in health policy from Harvard University, JFK School of Government.

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9:45 am - 11:00 am

Need Capital? A Non-Profit’s Guide To Financing New Services

Breakout Session

  • James Stewart

    Chief Administrative Officer, Grafton Integrated Health Network, & Advisory Board Member, OPEN MINDS

    Jamie Stewart has over twenty years of experience in the healthcare field. Mr. Stewart has helped develop and modify Healthcare plans and benefits, Retirement Plans and benefits, and PTO Plans for multiple behavioral healthcare providers. He has also had an integral role in program development and business planning for new strategic business lines. Additionally, he has led multiple teams in the selection, implementation, and use of multiple Electronic Health Record Systems at several behavioral healthcare entities.

    In his current role as the Executive Vice President, Chief Administrative Officer at Grafton Integrated Health Network, Mr. Stewart is responsible for the supervision of the Finance Departments, Contracting (both payer and vendor), Information Technology, Human Resources, Risk Management, Facilities Department, The Infant and Toddler Program, and the Education Department. He has participated and enabled the expansion of services through the acquisition of facilities and extension of the organization’s IT/HR network into Florida, West Virginia and Australia. He also spearheaded the process of developing and implementing a new paperless Electronic Health Record, as well as a new accounting software that integrated with the Electronic Clinical Record and Billing System.

    Previously, Mr. Stewart was the Chief Financial Officer for the Center for Behavioral Health at Centerstone. In this position he managed the coordination of a multi-disciplinary team through development and implementation of a Davies Award Winning Electronic Health Record. He developed new clinical programs to meet identified locality needs, and established a merger between Non Profit CMHC’s, which crossed state boundaries.

    Mr. Stewart received his MBA with a Healthcare Administration focus from Indiana Wesleyan University. He received a Bachelor of Science degree in Accounting from the University of Kentucky.

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  • Robert Q. Kreider

    President & CEO, Devereux

    As President and Chief Executive Officer of the behavioral health nonprofit Devereux, Bob Kreider leads the provision of life-changing behavioral health services to tens of thousands of individuals and their families, and diagnostic, training and curricular materials impacting the social and emotional health of millions of individuals across the world.

    In an early role with Devereux as a financial consultant, Mr. Kreider developed a turnaround plan that included a complete recapitalization. At the Board’s request, he left his successful consulting and investment management practice to officially join the organization as CFO and execute his recommended plan. Within a year, the recapitalization was completed through simultaneous tax-exempt financings in four states, a new bank line of credit, a “AAA” rating on the debt through a novel bond insurance strategy, a reduction in bank borrowing using a novel financial derivatives strategy to maintain endowment returns but use endowment assets to reduce bank borrowing. These transactions reduced Devereux’s average cost of capital from 9% to 5%, saving more than $2 million per year, and were recognized as the corporate finance deal of the year for 1995 by the National Association of Corporate Treasurers and Treasury and Risk Management magazine.

    When Mr. Kreider joined Devereux, he repositioned the organization to serve the vast majority of consumers with mental health needs in community-based services – therapeutic foster care, wrap-around services, outpatient, case management and group homes – which best practices indicated warranted a larger role, growing this segment from less than $10 million to more than $150 million annually. Campus beds were then focused on consumers with more intensive needs, such as the medically fragile, sexually exploited children, and individuals with multiple diagnoses. This has created the broadest continuum of services available for individuals with the highest need.

    Under Mr. Kreider’s leadership, Devereux has further diversified through acquisition, including extending into the Colorado market by acquiring Cleo Wallace ($20 million in annual revenue), and entering the child welfare managed care market through two start-ups to implement privatization contracts in different regions of Florida, managing over $70 million of services annually. The start-ups are not consolidated with Devereux for financial reporting purposes but are integrated through management contracts.

    In addition to the contributions Mr. Kreider has made to the organization’s financial prospects, he has also been a driving force in leading Devereux forward in its role in the behavioral healthcare industry. Prior to his tenure, women represented 10 percent of the senior officers and less than a third of the business unit heads. Today, they represent more than fifty percent of each group. With his guidance, Devereux has also adopted innovative approaches to Social-Emotional Learning, incorporating a focus on resilience, Positive Behavior Interventions and Supports and a shift toward “brain” health into Devereux’s industry-leading services and programs.

    Prior to joining Devereux Mr. Kreider was co-president of Fairmount Capital Advisors, a member of the Health and Higher Education Finance Group of Kidder, Peabody (an investment banking firm owned by GE) and a bond lawyer with Saul, Ewing, Remick and Saul. In each of these roles Mr. Kreider worked on a range of financing, tax, investment and balance sheet management issues for a broad range of healthcare organizations.

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  • Amy Gallagher, Psy.D.

    Vice President, Whole Health, LLC, a subsidiary of Mind Springs Health, Inc.

    Amy Gallagher, Psy.D., Licensed Psychologist, is the Vice President of Whole Health, LLC, a subsidiary of Mind Springs Health, Inc. in Grand Junction, CO. As Vice President, she is responsible for training and supervising a multi-county team of Community Health Workers and Health Coaches and with building strong relationships between the payer plan, medical offices, and other agencies. Previously, she directed an APPIC-membered, pre-doctoral psychology internship program. Her research interests include integrated care initiatives, health care reform, affective supervision and consultation, and autistic spectrum disorders.

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The Challenges Of Implementing A Strategic Plan: An Executive Discussion Session

Breakout Session

  • Joseph P. Naughton-Travers, EdM

    Senior Associate, OPEN MINDS

    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.

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  • Dyann Roth

    Chief Executive Officer, Resources for Human Development

    Dyann Roth joined RHD full-time as a Development Associate 1991. She then became RHD’s Organizational Development Coordinator, where she helped create RHD’s Access Team and the corporation’s Leadership Development Program, a dynamic seven-month leadership journey grounded in RHD’s Values. Among her many contributions to RHD’s policies and practices, Dyann helped lead the development of RHD’s Bill of Rights and Responsibilities. Dyann became Director of Corporate Operations in 2008. When RHD initiated its formal leadership succession, Dyann was identified as the next CEO, and formally became just the second CEO in RHD’s history on September 25, 2013.

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  • Marco Giordano, CPA

    Chief Financial Officer, Resources for Human Development

    Marco Giordano joined RHD in February 2007 as Chief Accounting Officer and became Chief Financial Officer role in 2013. A Certified Public Accountant since 1996, Marco’s area of expertise was auditing not-for-profit enterprises. He joined RHD after five years of public accounting experience at Cogen Sklar Levick (now Morison Cogen LLP) and nine years at Temple University Hospital, where he began as Accounting Manager in 1998 and became Controller, working closely with the CFO and Senior Management Team. Marco attended Widener University and graduated with a BBA in Accounting.

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Treatment Technology From The Payer Perspective: How UPMC Is Using Computerized Cognitive Behavioral Therapy For Population Health

Knowledge Partner

  • Ellen Beckjord, Ph.D., MPH

    Director, Population Health Program Design & Engagement Optimization, UPMC Health Plan

    Dr. Beckjord did her training in clinical psychology at the University of Vermont, where she worked with more than one hundred cancer survivors and their families delivering evidence-based behavioral medicine interventions from time of diagnosis through end-of-life care. After completing her internship at the Vanderbilt-VA internship consortium, she entered the National Cancer Institute’s Cancer Prevention Fellowship Program and spent her first year of fellowship getting a Masters in Public Health focused on Epidemiology and Biostatistics. At the National Cancer Institute, Dr. Beckjord did her post-doctoral research in the Health Communication and Informatics Research Branch within the Division of Cancer Control and Population Sciences. From NCI, Dr. Beckjord spent three years in research consulting with RAND Corporation before spending nearly five years in academic medicine at the University of Pittsburgh and Hillman Cancer Center, where she received a Career Development Award to develop and test a context-aware mobile application for smoking cessation. In February 2015, she left the University of Pittsburgh to join the UPMC Health Plan as Director of Population Health Program Design and Engagement Optimization. Her current work is focused on behavioral informatics and population health; specifically, the use of mobile technology to promote health, wellness, and health behavior change. She is particularly interested in the role of consumer generated health data in an informatics-enabled learning health care system.

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11:15 am - 12:30 pm

Addiction Treatment Transition? A Review Of The Emerging Models Replacing Residential Treatment

Breakout Session

  • Steve Ramsland, Ed.D.

    Senior Associate, OPEN MINDS

    Steven Ramsland, Ed.D. has more than 25 years of experience in the development and delivery of health and human service programs. He has held senior leadership positions in the development of several innovative service systems including Medicare Shared Savings Program ACOs, a primary care provider network, several national managed behavioral health initiatives, and innovative community programming.

    Dr. Ramsland recently served as chief executive officer at Redwood Community Health, a network of 17 community health centers, with over 40 sites in northern California. The organization provides primary care, behavioral health and oral health to over 240,000 patients each year. While at Redwood he managed the implementation of an ACO, a capitated Medicaid managed care contract, and a pay-for-performance quality improvement program.

    Prior to this, he was the executive director of Buckelew Programs, a leading provider of community-based, recovery-oriented behavioral health programs in Northern California. The organization provides supported housing and employment, and recovery supports, as well as two social enterprise businesses.

    Dr. Ramsland was previously vice president and practice leader for United Behavioral Health’s Public Sector Practice (now Optum).   In that role, he analyzed opportunities and implemented strategies to expand public sector business – and collaborated with executive leadership at United to design and build organizational capabilities in public sector behavioral health, disease management, and consumer-directed care to support revenue growth.

    In addition to his work with Optum, Dr. Ramsland also served as the chief development officer and Public Sector President for Comprehensive Behavioral Care, and as vice president, Government Programs, for ValueOptions. He has worked with government policy leaders throughout the nation to develop new, recovery-oriented approaches to delivering behavioral health and integrated medical services. He was also the Chief Executive Officer of a community mental health center, SERV Behavioral Health in New Jersey.

    Dr. Ramsland earned a Doctoral Degree in Psychology from Rutgers University, a Master’s Degree in Psychology from Duquesne University, and a Bachelor’s Degree in Psychology and English from Trinity College.

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  • Linda Grove-Paul, LCSW, MPA

    Vice President, Adult & Family Services, Centerstone of Indiana

    Linda Grove-Paul, LCSW, MPA, in her 25 years working in behavioral healthcare, including 18 years at Centerstone, she has developed and advanced evidence-based treatment, forensic diversion, and prevention practices, protocols, and pathways, ensuring the best possible care and highest likelihood of recovery for individuals and families battling mental illness and addiction. She has served as an advocate on local and national levels to improve the way that care is delivered and funded with a particular focus on developing Recovery Oriented Systems of Care. Related roles include: Addiction’s Chair of the Indiana Council for Community Behavioral Health; Co-Chair for the State Association of Addiction’s Services; Principle Investigator for multiple federally funded behavioral health demonstration projects; advocate at the Indiana legislature, where she acted as a catalyst to advance issues related to prevention, treatment, recovery, homelessness and problem solving courts. She has developed, implemented, and lead services across south central Indiana, with positive outcomes in diverse focus areas, including addiction, criminal justice, technology integration, home-based, community-based, and clinic-based services.

    Linda Grove-Paul, LCSW, MPA serves as Vice President for Adult and Family Services at Centerstone, and she leads broad innovation and recovery initiatives for the organization. She is a graduate of Indiana University, and she is passionate about empowering people and families with behavioral health issues to improve their quality of life and achieve sustainable recovery.

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  • Maks Danilin

    Strategic Account Executive, Aware Recovery Care, Inc.

    Maks Danilin’s personal journey through recovery has exposed him to various modalities of substance abuse and mental health treatment throughout the United States. His experiences and education have allowed Maks to develop and improve SUD care, specifically within the state of Connecticut. Maks has been involved in the field of addiction and substance abuse treatment for the past 8 years. He has worked for Turning Point Extended Care in New Haven, Connecticut and with Dr. Bono and Dr. Allen at the Shoreline Recovery Center in Branford, Connecticut, and currently is an executive at Aware Recovery Care. Aware Recovery Care ( ARC ) delivers intensive home-based treatment for a full year. Maks holds degrees in International Business Management and Finance, and is currently continuing his education with a Masters degree in health care management. Maks understands, both personally and professionally, the challenges and strengths of various forms of addiction treatment. He specializes in working closely with senior executives improving their operational management processes. He is intimately involved in Aware’s strategic operations, client outreach, and business development. Today, Maks collaborates with providers, executives, and regulators to spread awareness of the advantages of quality home-based addiction treatment and frequently shares Aware Recovery Care’s treatment model and best practices through various speaking engagements around the country.

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Tackling The Big Challenges: The Keys To Effective Partnership With Your Non-Profit Board

Breakout Session

  • Sharon Hicks

    Senior Associate, OPEN MINDS

    Sharon Hicks has more than 20 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.

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  • Peggy Terhune, Ph.D.

    President & CEO, Monarch

    Dr. Peggy Terhune has been CEO of Monarch and The Arc of Stanly County, Inc. since June 1995.
    Monarch provides residential, vocational, employment, community and behavioral health services to
    people of all ages with intellectual disabilities, mental illness, and substance use disorders.
    Peggy received a Bachelor of Science degree in Occupational Therapy from Indiana University, a
    Master of Business Administration (MBA) degree from Rochester Institute of Technology, and a Ph.D.
    from The University of North Carolina at Greensboro. She has worked with and advocated for people
    with disabilities for more than 40 years. Her competencies include a wide range of clinical and
    administrative skills and she is culturally competent.
    Under Peggy’s leadership, Monarch has implemented evidence-based and best practices in all areas,
    has successfully added numerous services, enhanced community integration, improved customer
    satisfaction, reduced turnover, and has effectively developed programs to serve consumers with
    multiple disabilities. She has grown the agency significantly, in part, due to the excellence of
    the supports offered. She diligently pursues her methodology to incorporate continuous improvement
    within the organization. As a leader for The Arc of Stanly County, Peggy is a strong advocate for
    people with disabilities and has presented often at conferences and technical workshops,
    particularly on emerging practices that are used within her agency.
    Peggy is a founding board member of North Carolina Providers Council and past president of the
    National Conference of Executives of The Arc. She serves on the National Board of Directors for the
    Council on Quality and Leadership as the representative from The Arc of the United States and on
    the National Advisory Board for the College of Direct Supports. She is a Trustee for Benchmarks
    (treasurer). Peggy serves on the N.C. Department of Health and Human Services Waiver Advisory
    Committee (DWAC) and has been appointed twice to the N.C. Rules Commission on Mental Health,
    Developmental Disabilities, and Substance Abuse Services. She served on the Blue Ribbon Task force
    to address the IMD and personal care issues in the state as well as being the only MH/DD/SA
    provider on the five-member N.C. Medicaid Reform Committee. She is a board member of the N.C.
    Council of Developmental Disabilities and a board member of NAMI NC.
    In addition to her career, Peggy is mother to seven adult children and wife to Bob. The couple has
    fostered children for more than nine years, and serves as therapeutic foster parents to teenagers.
    A servant leader, Peggy continues to provide community service in a number of ways. For fun, she
    serves as an adjunct faculty member for the MBA program at Strayer University – and in her spare
    time, she enjoys family, needlepoint, knitting, reading and traveling.
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  • Paul R. Beatrice

    President & CEO, Bluegrass.org

    Paul R. Beatrice is the President and CEO of Bluegrass.org, a comprehensive community behavioral health and human services provider in central Kentucky. Prior to joining Bluegrass two years ago, Mr. Beatrice served as Vice President with NHS Human Services, one of the largest non-profit human service providers in the country.  He brings over 25 years of executive management experience including mental health, substance abuse, and intellectual and developmental disabilities experience. His work across multiple states has given him an excellent perspective on the changes currently happening in health care and he has a demonstrated record of program and financial success in multiple payor environments including managed care. Mr. Beatrice has a bachelor’s degree in rehabilitation counseling from Wright State and a Masters of Public Administration degree from the University of Dayton.

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Using Medicare Star Ratings & HEDIS Scores To Develop New Opportunities With Health Plans

Knowledge Partner

  • Orville Mercer, MSW

    Southern Regional Manager, Chestnut Health Systems

    Orville Mercer MSW, has 38 years of experience in the community behavioral health field working primarily with complex and difficult to treat populations. He was the CEO of MetroCentre in Illinois until its merger with Chestnut Health Systems in 1996, and has since then, led the growth of a dynamic community based system that now encompasses 13 locations with 400 employees.  Chestnut Health Systems has been piloting targeted case management approaches to Managed Medicaid Health plans in the region that have resulted in significant reduction of health costs for designated high user cohorts with an outstanding  ROI for these health plans. Mercer received his MSW from Washington University, in St. Louis in 1978.

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  • Thomas Lindquist

    Plan President, Molina Healthcare of South Carolina

    Tom brings more than 15 years of leadership experience to his role.  Before joining Molina, Tom served as president of AccentCare/Texas Home Health, where he was responsible for more than 10,000 employees in 29 skilled Medicare, 20 personal care, and five hospice organizations across two regions in Texas. Prior to that, Tom served as chief operating officer – community and state, Texas, at UnitedHealth Group, Inc. Tom earned his Bachelor of Business Administration in management from the University of Texas at Arlington and his Master of Business Administration in finance from the University of Houston.

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  • Melissa Odorzynski, PharmD, MPH

    Vice President, Marketing & Strategy, Genoa, a QoL Healthcare Company

    Melissa Odorzynski joined Genoa in September 2006 to open a pharmacy within Journey Mental Health Center in Madison, WI. The pharmacy quickly grew to be one of Genoa's most successful operations.
    In January 2008, Odorzynski was promoted to Regional Manager, supervising company operations for the Midwest. While in this role, she developed a training program for pharmacy managers and subsequently transitioned into the role of Director of Training. In 2010, she was instrumental in creating an online training program for all employees, Genoa University, and continues to oversee the program today.
    In March 2011, Odorzynski joined the sales team as a National Sales Manager, developing partnerships with mental health organizations to provide on-site pharmacy services. In October 2012, she began leading the team as the Director of National Sales. Odorzynski transitioned into the role of Vice President, Marketing and Strategy in August 2014, with a greater focus on strategic planning for the company, including managing M&A efforts and strategic partnerships with payers and providers.
    Before joining Genoa, Odorzynski worked as a pharmacist for CVS in Baltimore, MD. Odorzynski graduated from Drake University with a Doctor of Pharmacy (PharmD) in 2005 and earned her Master of Public Health from Johns Hopkins University in 2007. Odorzynski earned her Certification in Mental Health First Aid USA in August of 2013.

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12:30 pm - 1:45 pm
Invitation-Only Lunch Sponsored by Netsmart Technologies

Networking

  • Debbie Cagle

    Chief Marketing Officer, Centerstone of America

    Debbie Cagle is well-known and respected in the healthcare marketing, behavioral health and managed care industries, with more than 20 years of experience in the field. She has worked at Centerstone in a variety of roles for more than ten years including executive leadership for Advantage Behavioral Health, a behavioral health managed care company; Centerstone Military Services, which provides programs and services to veterans and their families; and Centerstone Health Partners, which recently established integrated care clinics for clients with physical and behavioral healthcare needs. Today, she leads marketing and business development for Centerstone, creating and driving business strategy for revenue growth and market share. This includes strategy and oversight of payer relations and contracting, referral marketing, grant writing, branding and communications.

    Prior to joining Centerstone, Debbie served as chief operating officer of ValueOptions of Tennessee; vice president of AdvoCare of Tennessee, a subsidiary of Magellan Health Services, and she has directed behavioral health managed care services contracting for HCA, Inc. and Vanderbilt University Medical Center. Debbie graduated from Texas Woman's University with a B.S., dually certified in Special Education, Mental Retardation/ Learning Disabilities and Elementary Education.

    She graduated from Texas Woman's University with a B.S., dually certified in Special Education, Mental Retardation/Learning Disabilities and Elementary Education.

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  • Paul Duck

    Vice President, Strategy & Development, Beacon Health Options

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

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

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

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

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  • Kevin Scalia

    Executive Vice President, Netsmart

    Kevin Scalia is Executive Vice President of Corporate Development for Netsmart, a cause-connected provider of knowledge and technology that helps health and human services providers deliver outcomes-focused services and care to more than 25 million persons nationwide.

    Netsmart clients include mental health and addiction services agencies, health homes, psychiatric hospitals, private and group mental health practices, public health departments, social services, child and family services agencies, managed care organizations and vital records offices.

    Scalia has executive management responsibility for strategic planning, mergers and acquisitions, and business development He also manages strategic relationships and new business opportunities, and is responsible for developing alliances with key industry associations.

    Scalia plays a significant leadership role in legislative and policy initiatives, including working to extend full eligibility to behavioral health providers for Medicaid and Medicare incentive funds for the Meaningful Use of Electronic Health Records.

    Prior to his current position, Scalia served as Netsmart’s vice president of operations. Before joining Netsmart in 2002, he served as president and chief operating officer of a Long Island, N.Y.- based professional services firm that provided enterprise applications to mid-size and Fortune 500 companies. Prior to that, he was chairman and chief executive officer for a manufacturer of supercomputers, security equipment and medical imaging equipment. Scalia served as an advisor to the first President George Bush, representing small business on issues related to defense transformation.

    Scalia is a founding member of the Long Island Software and Technology Network and a member of the College of Engineering Advisory Board, State University of New York at Stony Brook.

    He graduated from Rochester Institute of Technology with a Bachelor’s Degree in Electrical Engineering and has a Masters Degree in Systems Engineering from Polytechnic University.

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2:00 pm - 3:15 pm

How To Move From Idea To Action: A Guide To Building Successful Partnerships With Managed Care Organizations

Breakout Session

  • Steve Ramsland, Ed.D.

    Senior Associate, OPEN MINDS

    Steven Ramsland, Ed.D. has more than 25 years of experience in the development and delivery of health and human service programs. He has held senior leadership positions in the development of several innovative service systems including Medicare Shared Savings Program ACOs, a primary care provider network, several national managed behavioral health initiatives, and innovative community programming.

    Dr. Ramsland recently served as chief executive officer at Redwood Community Health, a network of 17 community health centers, with over 40 sites in northern California. The organization provides primary care, behavioral health and oral health to over 240,000 patients each year. While at Redwood he managed the implementation of an ACO, a capitated Medicaid managed care contract, and a pay-for-performance quality improvement program.

    Prior to this, he was the executive director of Buckelew Programs, a leading provider of community-based, recovery-oriented behavioral health programs in Northern California. The organization provides supported housing and employment, and recovery supports, as well as two social enterprise businesses.

    Dr. Ramsland was previously vice president and practice leader for United Behavioral Health’s Public Sector Practice (now Optum).   In that role, he analyzed opportunities and implemented strategies to expand public sector business – and collaborated with executive leadership at United to design and build organizational capabilities in public sector behavioral health, disease management, and consumer-directed care to support revenue growth.

    In addition to his work with Optum, Dr. Ramsland also served as the chief development officer and Public Sector President for Comprehensive Behavioral Care, and as vice president, Government Programs, for ValueOptions. He has worked with government policy leaders throughout the nation to develop new, recovery-oriented approaches to delivering behavioral health and integrated medical services. He was also the Chief Executive Officer of a community mental health center, SERV Behavioral Health in New Jersey.

    Dr. Ramsland earned a Doctoral Degree in Psychology from Rutgers University, a Master’s Degree in Psychology from Duquesne University, and a Bachelor’s Degree in Psychology and English from Trinity College.

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  • Andrew F. Vitullo

    Executive Director, BioCare Recovery

    Mr. Vitullo developed BioCare Recovery with the vision to meet the individualized needs of patients struggling with Substance Use Disorders by providing cost effective, evidence based treatment that can be accessed in their real lives. Having witnessed scores of friends and family invest both time and money in substance use treatment facilities that treat a chronic disease in an ineffective, acute setting, he believed there had to be a better way. As a result, BioCare Recovery was born. Andrew is a graduate of The Ohio State University and the Fisher College of Business.

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Outpatient Mental Health Programs: How To Develop A Sustainable Model

Breakout Session

  • Joseph P. Naughton-Travers, EdM

    Senior Associate, OPEN MINDS

    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.

    ×


Crowdsourcing: Uber Brainstorms That Drive Innovation In Behavioral Healthcare

Knowledge Partner

  • Carolyn Spence

    Chief Information Officer, Alexander Youth Network

    Carolyn Spence is the Chief Information Officer with Alexander Youth Network, an organization in North Carolina providing an array of child mental health services in 24 locations.  Carolyn has been with the organization for 19 years using skills in clinical case management, administration, billing, authorizations and most recently EHR development and implementation. The foundation of her success is partnerships with the clinical and IT staff, interdisciplinary teamwork, relationships with technology vendors. These partnerships combined with Carolyn’s dedication and gift for innovation have produced improved efficiency and effectiveness of systems and processes throughout the organization.

    ×
  • Jennifer Greene

    Vice President, Performance Improvement, Alexander Youth Network

    Jennifer Greene is the Vice President, Performance Improvement at Alexander Youth Network, an organization in North Carolina providing an array of child mental health services in 24 locations. Jennifer is a licensed clinical social worker with 28 years of experience in child mental health. Her roles at AYN have included child therapist, program director, and vice president of behavioral health; she currently serves as Vice President for Performance Improvement, leading efforts in Joint Commission accreditation, corporate compliance, risk management, outcomes and quality improvement.  The foundation of her success lies in collaboration with programs, balance between compliance and efficiency, and commitment to blending clinical and business needs.

    ×

4:00 pm - 5:00 pm
What Are The Challenges To Innovation In Serving Complex Consumers? A Town Hall Discussion On Overcoming The Barriers To Change

Plenary Address

  • Joseph P. Naughton-Travers, EdM

    Senior Associate, OPEN MINDS

    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.

    ×
  • Kenneth R. Weingardt, Ph.D.

    Scientific Director, Center for Behavioral Intervention Technologies & Professor, Northwestern University

    Dr. Weingardt is Scientific Director at the Center for Behavioral Intervention Technologies (CBITS; www.cbits.northwestern.edu). CBITs develops and evaluates web, mobile and sensor technologies that help people make positive behavior changes to support health, mental health, and wellness. He works with academic researchers to evaluate new apps, and with health care plans and insurers to implement and scale up the apps that are known to be effective. Dr. Weingardt formerly served as the National Director for Mental Health Web Services for the U.S. Department of Veterans Affairs, where he provided strategic direction and coordination for all Internet, Intranet, and SharePoint sites and led the development of award-winning online courses and mobile apps found on www.veterantraining.va.gov. He has extensive experience in designing, developing, implementing and evaluating Internet interventions and mobile apps for behavioral health issues.

    ×
  • Bruce C. Nisbet, LMSW, DFNAP

    President & CEO, Spectrum Human Services & Health Home Partners of WNY, LLC

    Bruce C. Nisbet, LMSW, DFNAP is President and CEO of Spectrum Human Services, a large not-for-profit community mental health agency with diverse treatment, crisis intervention and recovery-oriented programs serving Western New York. In addition, he is President of Health Home Partners of WNY, LLC, a joint venture of Spectrum, the Catholic Health System, and Evergreen Health which together provide intensive State designated Health Home care coordination services to high need, high cost Medicaid recipients in three counties. Prior to Spectrum Nisbet brings thirty years of experience developing, implementing and administering treatment programs for children, adolescents and their families. In 2013 the members of the National Academies of Practice, an organization chartered by Congress and whose members advise Congress on national health care policy, elected Nisbet a member and Distinguished Fellow of the Academies. He is a board member of New York Council for Community Behavioral Health Care as well as founder and Past President of the New York State Coalition of 853 Schools. He sits on the editorial boards of Best Practices in Mental Health and the Journal of Evidence- Based Social Work, and his scholarly interests and publications include the effects of organizational culture and climate on the adoption of evidence-based interventions as well as care coordination strategies facilitating an individual’s mental health recovery goals.

    ×
  • Peter O'Neill

    Associate Director of Reimbursement and Health Policy, Neuronetics, Inc.

    Peter O’Neill is the Associate Director of Reimbursement and Health Policy at Neuronetics, Inc. (NeuroStar TMS Therapy)

    He hails from Belfast, Ireland and is a Registered Nurse. He trained in London, England and has 25+ years of experience in Managed Care Account Management with US Government and Commercial Insurance companies. Prior to this, Peter was a Managed Care executive in the Diabetes division with Medtronic, bringing Insulin Pump, Continuous Glucose Monitoring and Artificial Pancreas products to market.

    His focus includes Medical Policy development, Health Economics, and Reimbursement and Coding for Medical Device companies with emerging or established medical technologies/ products.

    Among his major areas of expertise are:

    Clearing the appropriate Coding pathways for innovative products by securing their optimal payment positioning in the various payer markets.

    Establishing Medical Policy and Coverage with Payer Medical Directors / P&T committees.

    Education of Clinical Efficacy and Economic Effectiveness of new medical technology, medical devices and therapies with C-level at the payer community.

    Pull-through action plans with market focused initiatives that are mapped against the underlying needs and expectations of progressive sales organizations.

    KOL development and consumer support for adoption of new technology, medical device and therapies to ensure positive on-boarding and maximize clinical and quality of life outcomes.

    ×

8:00 am - 9:00 am
Taking Risks, Finding Rewards: The Ochsner Accountable Care Organization Strategy

Plenary Address

  • Victoria McGhee Smith, M.D.

    Section Head for Primary Care-Kenner Region & Site Lead for St. Charles Parish Hospital, Ochsner Health System

    Dr. Victoria McGhee Smith serves as the Section Head for Primary Care in the Kenner region of Ochsner Health System and site lead for St. Charles Parish Hospital. She is the former Medical Director of Ochsner Physician Partners, a clinical integration network linking more than 1200 independent and Ochsner-employed physicians in collaboration to improve the quality and efficiency of health care for patients in Louisiana and Mississippi. Dr. Smith has spoken on clinical integration at medical management events.

    Over the course of her medical career, Dr. Smith has worked as a solo private practitioner and served as an Assistant Professor in the Department of Family Medicine at Meharry Medical College. Dr. Smith earned her undergraduate degree in New Eastern Languages and Civilizations from Yale University, medical degree from Harvard Medical School and residency in Family Medicine at the LSU Health Sciences Center-New Orleans / Kenner Regional Medical Center.

    ×

9:15 am - 10:30 am

Are Health Homes Working? The Payer Perspective

Breakout Session

  • Sharon Hicks

    Senior Associate, OPEN MINDS

    Sharon Hicks has more than 20 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.

    ×
  • Alyssa Brown, J.D.

    Acting Deputy Director, Planning Administration, Maryland Office of Health Care Financing

    Alyssa Brown joined the Maryland Medicaid Program in 2013 and currently serves as Chief of the Evaluation, Research, and Data Analytics Division of the Planning Administration.  In this role, Ms. Brown oversees the evaluation of existing programs and new initiatives being piloted by the Medicaid Program, including Maryland's Chronic Health Homes, the HealthChoice program, and the state's recent Behavioral Health Integration efforts, as well as other evaluations requested by the Centers for Medicare and Medicaid (CMS) and the Maryland General Assembly.

    Ms. Brown received her Bachelor's degree from Michigan State University and her J.D. from the University of Baltimore School of Law.

    ×
  • Deborah L. Heggie, Ph.D.

    Corporate Chief Clinical Officer, Magellan Health Services

    As chief clinical officer for Magellan Health, Deborah Lynne Heggie, Ph.D. is responsible for developing and overseeing the implementation of national clinical policies and procedures, including the development of clinical program enhancements, case management initiatives and the clinical aspects of new product development.

    Heggie has significant experience in the development of clinical care management policies and procedures. She served as vice president of care management at Green Spring Health Services, and senior vice president of clinical operations at Magellan before being named chief clinical officer in 2010. Other prior clinical leadership experience includes director of managed care at Capitol Region Center in Hartford, Conn., director of outpatient services for Positive Alternatives to Hospitalization (PATH) in West Hartford, Conn., and director of internship training for Mount Sinai Hospital in Hartford, Conn.

    Heggie received her bachelor’s degree in psychology at the University of California, Davis and a doctorate in clinical psychology at Fuller Graduate School of Psychology in Pasadena, Calif.

    ×
  • Alan Rice, LCSW

    Population Health Specialist, VNSNY CHOICE - Select Health HIV SNP

    Coming Soon!

    ×


Building An Innovation Strategy: A Discussion With Dr. Victoria McGhee Smith

Breakout Session

  • Victoria McGhee Smith, M.D.

    Section Head for Primary Care-Kenner Region & Site Lead for St. Charles Parish Hospital, Ochsner Health System

    Dr. Victoria McGhee Smith serves as the Section Head for Primary Care in the Kenner region of Ochsner Health System and site lead for St. Charles Parish Hospital. She is the former Medical Director of Ochsner Physician Partners, a clinical integration network linking more than 1200 independent and Ochsner-employed physicians in collaboration to improve the quality and efficiency of health care for patients in Louisiana and Mississippi. Dr. Smith has spoken on clinical integration at medical management events.

    Over the course of her medical career, Dr. Smith has worked as a solo private practitioner and served as an Assistant Professor in the Department of Family Medicine at Meharry Medical College. Dr. Smith earned her undergraduate degree in New Eastern Languages and Civilizations from Yale University, medical degree from Harvard Medical School and residency in Family Medicine at the LSU Health Sciences Center-New Orleans / Kenner Regional Medical Center.

    ×


Emerging Models, Complex Consumers: Innovative Approaches To Serving The IDD Population

Breakout Session

  • Mitchell Berdie, Psy.D.

    Senior Associate, OPEN MINDS

    Mitchell Berdie, Psy.D. is an experienced executive with a wide range of experience with health plans and care management organizations, in psychiatric hospitals, and with geriatric services. While he started his career as a practicing psychologist, his past two decades have been focused on managing the interface between health plans and provider organizations.

    Before joining OPEN MINDS, Dr. Berdie was the program director of clinical strategy for the behavioral health and employee assistance programs at Anthem. In that role, he directed cross-functional program planning and coordination for Behavioral Health services covering 24M members in commercial division; developed customized managed behavioral health and employee assistance solutions for customers; and lead the integration of strategic planning between the programs and other enterprise departments, including finance, analytics, and corporate development. Dr. Berdie has also served as the director of business development for Anthem’s employee assistance programs.

    Prior to joining Anthem, Dr. Berdie co-founded Pro Behavioral Health, a Colorado-based managed behavioral healthcare and employee assistance organization covering over two million lives across four states. Pro Behavioral Health was sold to Anthem in 2002. In his work with Pro Behavioral Health, he participated in strategic and tactical planning as a member of the executive leadership team; designed information systems, operating systems, and coordinated the work of software developers; and developed Pro Behavioral’s utilization reports and consumer/provider satisfaction surveys.

    Earlier in his career, Dr. Berdie was the Associate Director and Senior Psychologist of Geriatric Resource Organization, an organization providing consultation to nursing homes. He also served as director of the Bethesda Employee Assistance Program and the senior psychologist of the SPMI team at Bethesda Psychealth Systems, a psychiatric service system with a psychiatric hospital, community mental health center, and other mental health treatment programs.

    Dr. Berdie has clinical experience working with adult, geriatric and severely mentally ill populations. He has been active in community advocacy organizations, serving on the board of Mental Health Colorado, where he is on the Public Policy Committee. He is part of the adjunct faculty as an instructor of Business Issues in Psychology at University of Denver.

    Dr. Berdie has his MA in Psychology from the University of Minnesota and his Doctorate in Clinical Psychology from the University of Denver. He is licensed as a Clinical Psychologist in Colorado.

    ×
  • Deceil Moore, LCSW, NADD-CC

    Director of Connxxions, Meridian Health Services

    Deceil Moore began her work with and advocating for persons with dual diagnosis as a social worker in 1987.

    She went on to get her Master’s in Social Work degree with the thought that it should not be as difficult as it was to get good mental health services for persons with dual diagnosis.

    As the Director of the Meridian Health Services’ Connxxions Program, she has been a major creative force in the creation of specialized outpatient behavioral health services for persons with both intellectual and behavioral health challenges.  The program now serves approximately 1200 persons per month across 39 counties in Indiana and was the first outpatient program to be nationally accredited in serving persons with IDD and behavioral health challenges .

    She serves on a several national committees for the National Association for persons with Dual Diagnosis, has spoken nationally for organizations such as the National Council on Community Behavioral Health, The Association for Intellectual and Developmental Disabilities, and The National Association for the Dually Diagnosed.  Her article on Attachment Issues for persons with IDD was recently published in the NADD Bulletin.  She is known for her passion and commitment to serving persons with both IDD and behavioral health challenges.

    ×
  • Grace Dempster

    Executive Vice President, Pennsylvania IDD Division, Resources for Human Development

    Grace Dempster joined RHD in 1998 as a Corporate Assistant Director, responsible for the oversight of a variety of residential and outpatient services in Pennsylvania and Virginia. In 2016 she became RHD's Executive Vice President for the Pennsylvania Division of Services to Individuals with Intellectual and Developmental Disabilities. Grace brings more than 40 years of experience working in rehabilitation as a leader in Pennsylvania IDD services, having worked in development and management positions with two other large community based service providers. She has been RHD's lead for developing and implementing services for individuals with IDD and challenging behaviors, problematic sexual behaviors and/or forensic histories.

    ×

10:45 am - 12:00 pm

Take Your Marketing Online: Using New Digital Marketing Strategies To Your Advantage

Breakout Session

  • Timothy Snyder, Jr.

    Vice President, Marketing, OPEN MINDS

    Tim Snyder, Vice President of Marketing and Senior Associate, has been a member of the OPEN MINDS team since 2008. With an extensive background in promotional marketing, business development, strategic planning, and website development, he brings a wide variety of expertise to the OPEN MINDS team. In addition to developing and overseeing all marketing, public relations, and sales strategies for OPEN MINDS’ award-winning information services department, Mr. Snyder serves as a senior associate for the consulting practice—leading both strategic marketing and website development projects.

    Previously, Mr. Snyder served as OPEN MINDS’ Marketing & Sales Manager. He has also lead initiatives in business development and product development. Prior to joining OPEN MINDS, Mr. Snyder worked as an independent marketing consultant for multiple organizations—specializing in online marketing strategy, campaign design and execution, event promotion, and social media integration. He has also worked as a webmaster and graphic designer for various organizations in the health and human service field—specializing in social media marketing and search engine optimization.

    Mr. Snyder is a 2008 graduate of the AACSB Internationally accredited John L. Grove College of Business at Shippensburg University of Pennsylvania, where he earned a Bachelor’s Degree in Business Marketing and Management Leadership.

    ×
  • Jean Drees

    Executive Director, Marketing & Community Affairs, Harbor Behavioral Health

    Jean M. Drees joined Harbor in 2008, bringing extensive knowledge in brand reputation
    management, sales, and community relations. Ms. Drees is currently the Executive Director of
    Marketing and Community Affairs, overseeing fundraising/event management, communications and
    assists in legislative advocacy work.

    Prior to joining Harbor, Jean worked for Toys R Us and was promoted to the Regional Sales Promotion
    Manager. Her responsibilities included driving sales and customer service initiatives through the
    execution of national marketing initiatives, as well as focusing on corporate relationship
    initiatives such as strengthening philanthropic ties with national causes.

    Previously, Ms. Drees worked as an Internal Account Manager and Project Team Leader, focusing on
    process management, for American Identity, Inc., clients included Fortune 500 companies such as
    Chase Bank, Land-O-Lakes, and Hartford Insurance, Hallmark and Alltel Communications. Jean spent 13
    years as a Sales Executive/Sales Trainer in the Field Sales Division for Hallmark Marketing
    Corporation, voted one of the Top 10 companies to work for nationally.

    Jean earned her Bachelors degree in Business Administration (Accounting and Marketing) from
    Michigan State University. She completed professional training programs through The Leadership
    Development Institute of Eckerd College (St. Petersburg, FL) and the Toledo Regional Chamber of
    Commerce’s Leadership Academy, focusing on legislative and local government issues, brand
    management, communications, project and process management, and human relations.

    Ms. Drees is a member of several organizations in the Toledo area including Rotary Club, Chamber of
    Commerce, Public Relations Society of America, and Chappius Society, a parents club at St. Francis
    de Sales High School. Jean serves as a board member for both the American Advertising Federation
    (Toledo Chapter) and Good Grief, where she also chairs the Marketing/PR Committee. In addition,
    Jean volunteers for the CARE Program at Toledo Children’s Hospital, offering support to parents who
    have suffered a perinatal death.

    Jean is married with three children and currently resides in Lambertville, Michigan. She is an
    avid golfer, loves photography and scrapbooking, and is a life-long Spartan fan.

    ×


When You’ve Seen One Health Home, You’ve Seen One Health Home: The Provider Perspective On Health Homes

Breakout Session

  • Mitchell Berdie, Psy.D.

    Senior Associate, OPEN MINDS

    Mitchell Berdie, Psy.D. is an experienced executive with a wide range of experience with health plans and care management organizations, in psychiatric hospitals, and with geriatric services. While he started his career as a practicing psychologist, his past two decades have been focused on managing the interface between health plans and provider organizations.

    Before joining OPEN MINDS, Dr. Berdie was the program director of clinical strategy for the behavioral health and employee assistance programs at Anthem. In that role, he directed cross-functional program planning and coordination for Behavioral Health services covering 24M members in commercial division; developed customized managed behavioral health and employee assistance solutions for customers; and lead the integration of strategic planning between the programs and other enterprise departments, including finance, analytics, and corporate development. Dr. Berdie has also served as the director of business development for Anthem’s employee assistance programs.

    Prior to joining Anthem, Dr. Berdie co-founded Pro Behavioral Health, a Colorado-based managed behavioral healthcare and employee assistance organization covering over two million lives across four states. Pro Behavioral Health was sold to Anthem in 2002. In his work with Pro Behavioral Health, he participated in strategic and tactical planning as a member of the executive leadership team; designed information systems, operating systems, and coordinated the work of software developers; and developed Pro Behavioral’s utilization reports and consumer/provider satisfaction surveys.

    Earlier in his career, Dr. Berdie was the Associate Director and Senior Psychologist of Geriatric Resource Organization, an organization providing consultation to nursing homes. He also served as director of the Bethesda Employee Assistance Program and the senior psychologist of the SPMI team at Bethesda Psychealth Systems, a psychiatric service system with a psychiatric hospital, community mental health center, and other mental health treatment programs.

    Dr. Berdie has clinical experience working with adult, geriatric and severely mentally ill populations. He has been active in community advocacy organizations, serving on the board of Mental Health Colorado, where he is on the Public Policy Committee. He is part of the adjunct faculty as an instructor of Business Issues in Psychology at University of Denver.

    Dr. Berdie has his MA in Psychology from the University of Minnesota and his Doctorate in Clinical Psychology from the University of Denver. He is licensed as a Clinical Psychologist in Colorado.

    ×
  • Tom Sebastian, MS, MPA

    President & CEO, Compass Health

    Tom Sebastian is the President and CEO of Compass Health, a behavioral health organization in Washington State serving over 20,000 clients each year, and has been with the organization since 1987. He is also Co-CEO of Behavioral Health Northwest, providing health plan and behavioral health services statewide in Washington State. Tom holds an MS from Illinois State University and an MPA from the University of Washington. Tom serves on the Board of the Washington Council For Behavioral Health and is a Board member of Mental Health Corporations of America.

    ×
  • Katie Clay

    Health Home Director, Hudson River Healthcare, Inc.

    Katie Clay is the Health Home Director at Hudson River HealthCare (HRHCare), a Federally Qualified Health Center with locations throughout the Hudson Valley and Long Island in New York.  Katie began her career at HRHCare five years ago by overseeing community programming at HRHCare’s flagship Health Center in Peekskill.  Her work quickly evolved to include the Health Home, and she has been working with the Health Home Program since its inception in 2012.  In her role as Health Home Director, Katie oversees day-to-day operations and strategy for the Health Home, which serves 30,000 patients across 10 counties in New York State.  Katie has extensive experience working with communities throughout New York and Latin America.  Katie graduated from Gettysburg College with a degree in Biology and Spanish.

    ×
  • Danny Rickert

    Chief Executive Officer, Gulf Coast Regional Care Organization

    Danny Rickert received his Bachelor of Arts Degree in Communications and Marketing from the University of South Alabama. He spent the first 13 years of his career with PrimeHealth, a managed care organization based in Mobile, AL. During his time with PrimeHealth he served several roles, including Director of Operations and Marketing Director. Some of his accomplishments included, developing multiple new products, negotiating a joint venture with Columbia/HCA, and helping develop the first Medicaid managed care plan in Alabama. For the last 13 years Danny has been with the University of South Alabama Health System in several roles, including Director of Marketing and Business Development, Administrator for the Department of Obstetrics & Gynecology, and Associate Administrator for External Affiliates. For the last two years he has been primarily involved in the development of Gulf Coast Regional Care Organization. Gulf Coast Regional Care Organization is a provider sponsored, community led managed care organization that will serve 110,000 Medicaid recipients in southern Alabama. In December, 2014, Danny was named Chief Executive Officer of Gulf Coast RCO by the Gulf Coast Regional Care Organization Board of Directors.

    ×


A Guide To Being Acquired: Why Becoming Part Of A Larger Organization May Be The Right Move

Breakout Session

  • Joseph P. Naughton-Travers, EdM

    Senior Associate, OPEN MINDS

    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.

    ×
  • Rev. Ben Marsh

    Board Member, Monarch & Friends of Club Horizon

    Coming Soon!

    ×
  • Jonathan Evans, MS

    CEO, Safe Harbor Behavioral Health & InnovaTel Telepsychiatry

    Jonathan Evans brings 30 years of experience in the behavioral health field. Mr. Evans is currently the Chief Executive Officer of InnovaTel Telepsychiatry, LLC. He previously was 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, an expertise telehealth-based service delivery, and his work on governance and leadership issues with his own organization and the Pennsylvania Community Provider Association.

    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, with serving as both Director of the Diagnostic and Evaluation Center (DEC) and as 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 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 Pennsylvania3 Provider Advisory Board.

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

    ×
  • Anne Tyree, MPA, CFRE

    Vice President, Marketing & Business Development, Centerstone of Illinois

    Anne Tyree, MPA, CFRE, is Vice President Marketing & Business Development for Centerstone’s Illinois affiliate, serving 17,000 individuals and employing 350 staff. In this role she develops strategic marketing and business initiatives for one of Illinois' largest behavioral health providers. She also serves as the organization’s policy advocate. Tyree has extensive experience in online and referral marketing, strategic business planning, business development, public relations, nonprofit fundraising, capital project planning and funding, and supportive housing development. Anne received her BA from UIC and her MPA with an emphasis on health care from APU, both magna cum laude. She is Vice President for the Community Behavioral Healthcare Association of Illinois, serves on the Madison County CSBG Advisory Group, and served on the Governor’s Task Force for Supportive Housing, and the Madison County Illinois Continuum of Care. Born and raised in Chicago, Anne now lives in rural Jersey County in Southwestern Illinois.

    ×

12:30 pm - 1:45 pm
Invitation-Only Lunch Sponsored by Core Solutions, Inc.

Networking

  • Ravi Ganesan

    President & CEO, Core Solutions, Inc.

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

    ×

2:00 pm - 3:15 pm

Making Integrated Service Delivery A Financial Reality: Key Models For Integration With Primary Care

Breakout Session

  • James Stewart

    Chief Administrative Officer, Grafton Integrated Health Network, & Advisory Board Member, OPEN MINDS

    Jamie Stewart has over twenty years of experience in the healthcare field. Mr. Stewart has helped develop and modify Healthcare plans and benefits, Retirement Plans and benefits, and PTO Plans for multiple behavioral healthcare providers. He has also had an integral role in program development and business planning for new strategic business lines. Additionally, he has led multiple teams in the selection, implementation, and use of multiple Electronic Health Record Systems at several behavioral healthcare entities.

    In his current role as the Executive Vice President, Chief Administrative Officer at Grafton Integrated Health Network, Mr. Stewart is responsible for the supervision of the Finance Departments, Contracting (both payer and vendor), Information Technology, Human Resources, Risk Management, Facilities Department, The Infant and Toddler Program, and the Education Department. He has participated and enabled the expansion of services through the acquisition of facilities and extension of the organization’s IT/HR network into Florida, West Virginia and Australia. He also spearheaded the process of developing and implementing a new paperless Electronic Health Record, as well as a new accounting software that integrated with the Electronic Clinical Record and Billing System.

    Previously, Mr. Stewart was the Chief Financial Officer for the Center for Behavioral Health at Centerstone. In this position he managed the coordination of a multi-disciplinary team through development and implementation of a Davies Award Winning Electronic Health Record. He developed new clinical programs to meet identified locality needs, and established a merger between Non Profit CMHC’s, which crossed state boundaries.

    Mr. Stewart received his MBA with a Healthcare Administration focus from Indiana Wesleyan University. He received a Bachelor of Science degree in Accounting from the University of Kentucky.

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  • Jessie J. Peters, MSN, FNP-BC

    Director of Medical Integration, Spectrum Healthcare Group, Inc.

    Jessie J. Peters, MSN, FNP-BC is a Family Nurse Practitioner who has dedicated her career to the integration of Behavioral Health and Primary Care disciplines since 2009.  Jessie brings over a decade of medical and nursing leadership that well-positions her for the roles she fulfills.  As Director of Medical Integration at Spectrum Healthcare Group, she has innovatively navigated many uncharted waters during a season of healthcare delivery already unsettled by reform.  At Spectrum Healthcare Group Jessie has pioneered integrative clinics, developed integrative practice models, managed system infrastructures, led Primary Care improvement projects, and championed Care Management among clinical teams – all while creating a workforce culture that is high-quality, accessible, and compassionate.

    Traditionally trained as a Primary Care provider, Jessie brings unique perspective to the topic of integration.  As a Family Nurse Practitioner she was always impassioned by serving the underserved, but says she was deeply awakened by the healthcare disparity demonstrated among those living with Serious Mental Illness.  This disparity still continues to motivate her, and drives not only the care she gives, but the systems she designs.  Jessie is a dynamic public speaker, story-teller, and poignantly passionate about her work.

    Jessie lives in central Arizona with her husband, three young sons, five hens, and two rescue pups.  She loves a good adventure (which her kids frequently facilitate), listens to audiobooks, and would spend every waking moment outside if permitted.

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  • Peggy DeCarlis, MSSA, LCSW-C

    Senior Vice President & Chief Innovation Officer, New Directions Behavioral Health

    Peggy DeCarlis, MSSA, LCSW-C, is senior vice president and chief innovation officer of New Directions Behavioral Health. Ms. DeCarlis joined New Directions in 2010. She is responsible for clinical strategy, operations and innovations, and oversees account management and the Employee Assistance Program. Additionally, Ms. DeCarlis directs the company’s cross-functional Clinical Product and Innovation Steering Committee. Her experience in clinical innovation, national operations, large project implementation, strategic planning, organizational change, accreditation initiatives and account retention shapes her unwavering focus on our clients’ business goals and members’ clinical outcomes. Ms. DeCarlis works closely with various advocacy, professional, regulatory and trade associations on behalf of New Directions. Her deep understanding of the dynamic changes within the health care market and the importance of medical/behavioral integration places her squarely on the front lines of industry advances.

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  • David E. Cook, MSW, LICSW

    Chief Executive Officer, Zumbro Valley Health Center

    As CEO, Mr. Cook is responsible for the daily operations at Zumbro Valley Health Center. He has over 25 years of administrative and clinical experience, including 20 in a leadership capacity. Mr. Cook currently sits on the State Advisory Task Force to help determine resource allocation for Minnesota’s State Innovation Model grant as well as the Olmsted County Coalition of Community Health Integration (CCHI), which is the governing body for regional efforts at population health management. During his career, he has served in many leadership positions, including at WellPoint, Medica and United Behavioral Health. Mr. Cook also has extensive clinical experience, serving as clinical director and a clinician at Cigna, United HealthCare and the Wilder Foundation.

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Engaging Consumers To Improve Outcomes: Bringing Patient Engagement To Population Health

Breakout Session

  • Sharon Hicks

    Senior Associate, OPEN MINDS

    Sharon Hicks has more than 20 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.

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  • Nicole Schechter, Psy.D.

    Rehabilitation Psychologist, Division of Rehabilitation Psychology and Neuropsychology, Department of Physical Medicine and Rehabilitation, Johns Hopkins School of Medicine

    Nicole Schechter, Psy.D. earned her doctoral degree in Clinical Psychology from Loyola University Maryland in 2013. She completed a one-year internship at the Jesse Brown VA Medical Center in Chicago. She then completed a two-year postdoctoral fellowship specializing in rehabilitation psychology at Johns Hopkins University in the Department of Physical Medicine and Rehabilitation and is now an assistant professor in that department. Clinically, Dr. Schechter specializes in the psychological and cognitive evaluation and therapeutic intervention for emotional adjustment and health behavior change with those with chronic conditions, including spinal cord injury/dysfunction and chronic pain. She directs the Patient Engagement Training program at Johns Hopkins Medical Institution, a program designed to teach health care providers principles and skills that improve communication and inspire health behavior change.

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  • Nancy Ruddy, Ph.D.

    Vice President, Patient Engagement, McCann Health, & Principal, Nancy Ruddy, Ph.D., LLC

    Coming Soon!

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  • Carole Taylor, RN, MSN

    Chief Clinical Officer, Community Care

    Carole Taylor, RN, MSN, Clinical Nurse Specialist, is the Chief Clinical Officer (CCO), of Community Care Behavioral Health Organization, part of the UPMC Insurance Services Division. She is responsible for all clinically related functions of Community Care including care management, quality, complaints and grievances, and customer services operations.  In this role, Ms. Taylor is responsible for ensuring that all clinically related team members respond with professional clinical expertise, and do so promptly, effectively and courteously to all requests and inquiries from members, families, providers and the public.  As the CCO, Ms. Taylor is also responsible for the development and implementation of policies and procedures pertaining to Care Management, Quality and Customer Services Department functions and for monitoring operations consistent with those policies.  Ms. Taylor has been responsible for the implementation of all contracts from a clinical perspective in Pennsylvania and New York.

    Prior to coming to Community Care, Ms. Taylor was Vice President of Patient Services and Quality Management for a private behavioral health managed care carve-out company, managing both Medicaid and commercial contracts.  She has over 40 years experience, including community mental health experience in a rural area providing program development, outreach, case management and inpatient treatment.

    She has also practiced as a clinical psychotherapist for 20 years.  Ms. Taylor has been on faculty at the University of Pittsburgh School of Nursing, Waynesburg College and Community College of Allegheny County, and has written publications for training books for advanced practice nurses in the era of managed care. She has done extensive  conference presentations both regionally and nationally, particularly about member engagement for those who are at high risk for serious mental illness.

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3:15 pm - 4:00 pm
Is Your Organization Innovation-Ready? How To Transform Innovation Into Strategic Advantage

Plenary Address

  • Monica E. Oss

    Chief Executive Officer, OPEN MINDS

    Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past two 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.

     

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