The 2021 I/DD Executive Summit

The OPEN MINDS 2021 I/DD Executive Summit: Strategies For The ‘Next Normal’: Responding To I/DD At The Crossroads – Sponsored by CapGrow Partners

August 23, 2021 | 8:00am – 4:30pm PT

The OPEN MINDS 2021 I/DD Executive Summit: Strategies For The ‘Next Normal’: Responding to I/DD At The Crossroads, is the “must-attend” summit event for executives at organizations serving people with intellectual/developmental disabilities (I/DD). It is designed to provide both practical and cutting-edge ideas for executives who are growing their organization despite last year’s turbulence. This information-packed event will include ways to innovate, build efficient service models and business processes, and deliver more effective care, while laying out a clear picture of the future in I/DD services.

Throughout the day, we will hear case study presentations led by executives who will discuss their leadership efforts; review the key competencies I/DD support organizations will need for success; see how innovative technologies are being harnessed to improve care and business processes, and review the viability of mergers, acquisitions, and affiliations.

At the end of the day, we will wrap up with a roundtable discussion, where attendees can dialog with presenters, ask questions about model challenges & opportunities, and discuss perspectives on the future of I/DD care.

Ray Wolfe, JD, Senior Associate, OPEN MINDS
Peggy Terhune, Senior Associate, OPEN MINDS


8:00am – 9:00am: Registration/Breakfast

9:00am – 9:15am: Welcoming/Opening Comments

Kickoff the 2021 Summit with co-chairs Peggy Terhune and Ray Wolfe, Senior Associates at OPEN MINDS, presenting a high-level overview of the I/DD landscape moving into the next normal.

Ray Wolfe, JD, Senior Associate, OPEN MINDS
Peggy Terhune, Senior Associate, OPEN MINDS

9:15am – 10:15am: The I/DD Landscape:  Looking Ahead To The Next Normal

For an engaging review and look ahead at I/DD service delivery and management post-pandemic, join Victor Armstrong, the North Carolina Division Director of Mental Health, Developmental Disabilities & Substance Abuse Services, as he shares his thoughts on the next crucial issues facing state I/DD services. The question of the day, how these services will be impacted by workforce shortages, social justice, and technology advancements? Mr. Armstrong’s keynote presentation will include details on the care management coordination and social determinants of health initiatives from his home state of North Carolina, and how they are relevant to the I/DD population. The session will highlight what I/DD providers need to think about to prepare for the next normal.

The session will:

  • Offer a state-level assessment of I/DD service challenges and urgencies in the next normal.
  • Detail examples of care program developments impacting the disabled and their families.
  • Present views on I/DD provider priorities post-pandemic.

Victor Armstrong, Director, NC Division of Mental Health, Developmental Disabilities & Substance Abuse Services, North Carolina DHHS

10:15am – 10:30am: Break

10:30am – 11:30am: What’s Ahead For State I/DD Programs? A Look At How To Fundamentally Transform The System Of Community-Based Disability Supports

In this session, ANCOR chief executive officer Barbara Merrill will share highlights from the organization’s collaborative annual report with United Cerebral Palsy entitled “The Case for Inclusion.” Attendees will learn which states are most successfully promoting inclusion for people with intellectual and developmental disabilities. The 2021 report examines policies that address providers’ immediate needs triggered by the pandemic, policies that supercharge the direct support workforce, and policies fostering innovations that enable better outcomes. This session will:

  • Highlight the ways in which providers of community-based I/DD services have been significantly impacted by the COVID-19 pandemic.
  • Take stock of the actions state and federal governments have taken to help ensure the continuity of I/DD services during the pandemic.
  • Discuss concrete policy actions to ensure providers can stay afloat in the next normal, ultimately to ensure people with I/DD have options and resources for living in the community well into the future.

Barbara Merrill, Chief Executive Officer, ANCOR

11:30am – 12:30pm: Innovative Value-Based Contracting and Alternative Payment Models For I/DD – The Health Plan Perspective

Join representatives from Centene’s health plans in Kansas and Iowa as they share their perspectives on value-based reimbursement and improving the performance of health plans for individuals with I/DD. Their session will cover I/DD member initiatives, including value-based contracts for competitive employment and for nursing facility and intermediate care facility transitions covering social drivers of health and value-based contracting; an alternative payment model for supporting persons with I/DD and high-risk behavioral needs (Health Home P4P); crisis support initiatives for persons with I/DD and challenging behavior like intensive residential service homes; and psychotropic Medicaid utilization reviews.

This session will provide:

  • Examples of value-based and alternative payment strategies with I/DD Providers
  • Strategies for supporting persons with I/DD who have complex behavioral needs
  • Strategies for overcoming barriers to successful community placement and employment for persons with I/DD

Nanette Perrin, Senior Director of Kansas Pathways, RCRS & Social Determinants of Health, Sunflower Health Plan
Stephanie Rasmussen, Vice President of Long Term Supports & Services, Sunflower Health Plan
Stephanie Perry, Director of Long Term Care & Support Services, Iowa Total Care

12:30pm – 1:30pm: Lunch & Learn – Sponsored by Netsmart Tools to Improve The Quality of Life: For You and Those You Serve

It’s time to acknowledge we have an opportunity for technology to enhance how we deliver care ad ensure our support models are sustainable long-term. Join Tricia Zerger, Director of Developmental Services and Neal Tilghman, General Manager Integrated Care as they review strategies that can improve health outcomes and support people with I/DD to live and thrive in their community.

This session will provide:

  • Solid and scalable foundation for direct service providers
  • Capabilities beyond your electronic health record –  for home and community-based supports
  • A crosswalk to the rest of healthcare

Tricia Zerger, Director of Developmental Services, Netsmart
Neal Tilghman, General Manager, Integrated Care, Netsmart

1:30pm – 2:30pm: Peer Mentor Training for People with I/DD

Join representatives from Optum’s national behavioral health product team and a leading human services consulting group as they share their efforts to expand peer mentor programs for individuals with I/DD through partnership development and a peer mentor training curriculum pilot.

This session will provide:

  • Background on peer support within the mental health community and State Medicaid plans.
  • A rationale for peer support for persons with I/DD and examples of current programs.
  • Approach and lessons learned in developing and piloting a peer mentor training program for people with I/DD.
  • A North Carolina perspective on pathways to employment.

Tracy Sanders, M.Ed., Sr. Director, Medicaid Complex Population Development, Optum Behavioral Health
Kelly Friedlander, Principal Consultant, Community Bridges Consulting Group

2:30pm – 3:30pm: Beyond The Concept Phase: Using Smart Support Technology To Solve The Problems Facing I/DD Services

This case study presentation will showcase how LADD, an provider organization in Cincinnati that provides services to adults with disabilities, is using technology-enabled supports, wearable technology, and clusters of community housing to find solutions for the two largest barriers to receiving support: not enough funding and the national staffing crisis. For the last two years, LADD has embarked on the Smart Living Initiative to develop from the ground up an innovative new model for service delivery. During this session participants will begin to understand the methods LADD took to develop this model, some of the initial findings of the first year of data from the pilot, and see videos of this model in action.

This session will provide:

• Examples of how smart technology is making life easier for the I/DD population.
• How the LADD initiative addressed two main support barriers by leveraging innovation.
• Initial results from the LADD pilot and an understanding on what’s ahead.

Brian Hart, Chief Strategy Officer, Living Arrangements For The Developmentally Disabled (LADD)

3:30pm – 4:30pm: Executive Roundtable

Join co-chairs Peggy Terhune and Ray Wolfe and all Summit presenters in an Executive Roundtable where attendees can dialog with the Summit speakers, ask questions about model challenges & opportunities, and discuss perspectives on the future of I/DD care.