2022 Institute Agenda

8:00 am – 5:15 pm PT

The OPEN MINDS Children’s Services Leadership Summit: New Opportunities For Serving Children With Complex Needs

Executive Summit – Sponsored By Akili

The world has sustained a massive shift, and children have been unfairly affected, perhaps more than any other population. In this all-day summit focused exclusively on children’s services, we will explore the most pressing issues facing children in the “next normal”. Join our experts as we hear about innovative programs  serving children with complex needs and learn how your organization can incorporate new contract and revenue opportunities into your strategic plan for successful sustainability.

7:00 am – 8:00 am  Executive Networking Breakfast

Sharon Hicks, Senior Associate, OPEN MINDS

Kim Bond, Executive Vice President, OPEN MINDS

8:00 am – 9:15 am  Tear Down The Silos: New York’s Model For Integrated Care In Multi-Agency Children’s Services

April Hamilton, Executive Deputy Director, NY State Department of Health

Sharon Hicks, Senior Associate, OPEN MINDS

Kim Bond, Executive Vice President, OPEN MINDS

9:30 am – 10:45 am  Help At Home: Children’s Medical Homes

11:00 am – 12:15 am  The Rise of Behavioral Health Emergency Departments for Children In Crisis

Ailene Keys, Vice President Children and Family Services, Access Services

1:45 am – 3:00 am  Serving Children With The Most Complex Needs

3:15 am – 4:30 am  How Technology Integration Is Revolutionizing Care For Children


9:00 am – 12:30 pm PT

Succeeding With Value-Based Reimbursement: An OPEN MINDS Executive Seminar On Organizational Competencies & Management Best Practices For Value-Based Contracting

Seminar

The shift away from traditional fee-for-service reimbursement models to value-based reimbursement (VBR) has turned “business as usual” on its head for many specialty provider organizations. It has forced executive teams to continue their current operations, while simultaneously implementing new services, technology, and data-driven systems that are necessary for VBR success. New or redesigned services linked to quality outcomes need to be built, negotiated, and piloted. Technology that drives outcomes and creates operational efficiencies needs to be identified, funded, and implemented. And, a culture of using data to ensure standardized, results-oriented outcomes across the organization must be built. Provider organizations need to move from an understanding of the key competencies required in the VBR model to tactical initiatives for implementing the talent, technology, and systems that deliver quality and value.

This executive seminar is designed to help organizations across the country implement the competencies and tactics for value-based contracts. In the seminar, executive teams of provider organizations will:

  • Confirm the foundational components of infrastructure needed for VBR are in place
  • Identify how to move from service value concepts linked to VBR to discussions with payers and implementation of new VBR services
  • Implement approaches to realigning their service model to ensure success in a value-driven market

This Executive Seminar will be presented virtually September 8, from 1:00 p.m. – 3:00 p.m. PT

Ken Carr

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.

Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

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

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

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

 

Carol Clayton, Ph.D.

Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.


12:15 pm – 1:45 pm PT

Lunch Sponsored by Akili

Sponsored Lunch

1:00 pm – 4:30 pm PT

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

Seminar

August 30, 2022 | 01:00 pm – 4:30 pm PT

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

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

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

This Executive Seminar will be presented virtually August 25, from 1:00 p.m. – 3:00 p.m. PT

Ken Carr

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.

Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

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

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

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

 

Cathy Gilbert

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


5:15 pm – 6:15 pm PT

Thought Leader Networking Reception

Networking

8:00 am – 9:00 am PT

Executive Networking Breakfast

Networking

9:00 am – 10:00 am PT

988 Is The New 911: Beacon Is Answering The Call In The Crisis Response Movement

Keynote

With the launch of 988—the new three-digit national suicide prevention hotline—there will be a heightened awareness of mental health issues, and likely more referrals from different sources. With a shift to a state managed and funded crisis program, executives of provider organizations will need to be aware of opportunities to support these crisis call centers and the potential of increased referrals coming through. What does this mean for your organization? Beacon’s approach is to help build upon state crisis response services, enhancing existing provider response, identifying potential gaps, and developing strategies to strengthen the system. With the implementation of new payment mechanisms, provider organizations can evaluate their organization’s current role in the response model and identify new opportunities to expand existing services lines, or build new service lines, into your portfolio. Join our keynote speaker as she explains how Beacon Health Options will help create a road map to the ideal crisis response, and support your organization in the process.

Wendy Farmer

Monica E. Oss

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.

 


10:15 am – 11:15 am PT

Thought Leader Discussion

Thought Leader Discussion

Wendy Farmer

Monica E. Oss

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.

 


10:15 am – 11:30 am PT

Competing Against Amazon & Walmart For Clinical Talent: The New Best Practices For Optimizing Recruitment & Retainment Post Pandemic

Topical Case Study

Can community-based provider organizations compete with Amazon and Walmart for talent? Maybe not on hourly rates, but by offering flexibility and compensation based on value. Just how can specialty provider organizations contend with big retail chains in attracting and keeping talent? To start, it takes a whole new strategy focused on flexibility and incentive compensation. In this session, learn more about:

  • Updates on current compensation for direct support staff and clinical professionals
  • Models for employee flexibility – part-time work, flexibility schedules
  • Options in the design of incentive compensation

Ken Carr

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.

Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

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

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

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

 

Developing A ‘Winning’ Health Plan Contract By Selling On Performance – Engaging Payers Through Quality Performance Measures

Topical Case Study

Is your organization standing out from the crowd? Showcasing and highlighting what your organization does well is advantageous for attracting new payer partnerships—and remaining viable in a competitive marketplace. How you market your organization and brandish what you do well in serving complex consumers is a necessary for securing a performance edge and becoming a provider of choice. Learn how you can position your organization for beneficial partnerships with health plans, and measure outcomes to showcase the work that you do. We will look at varying options – *Centers of Excellence *Blue’s Distinction *HEDIS Measurements – and how your organization stacks up. This session will cover:

  • How health plan executives are using provider organization performance data
  • The data that health plans want to know about their provider organization partners
  • How provider organizations can best present their performance data to payers/health plans

Cathy Gilbert

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


11:30 am – 1:00 pm PT

Lunch

Lunch

1:00 pm – 1:30 pm PT

Post Lunch Pick Me Up

Networking

1:30 pm – 2:45 pm PT

Best Practice Model For Pursuing Mergers & Acquisitions

Best Practices “How-To”

Don’t Get Caught Off-Guard: Planning For Rate Transparency & The Surprise Billing Rules

Best Practices/How-To

The strategic implications of the new CMS rate transparency and surprise billing rules for health plans and provider organizations are here—and more are on the way. Being proactive about these changes and knowing how they can affect your bottom line can help executive leaders strengthen their organization’s future financial stability. Provider organizations are required to give good faith estimates of the cost of care, but the challenge lies with demonstrating this information without knowing how much care actually costs? Learn how to prepare your organization for meeting these new rules from CMS—among other changes—and not get caught off-guard when additional requirements emerge down the line:

  • Understand new CMS rules on rate transparency and billing
  • Prepare for compliance and operating with the new rules
  • Impacts of the regulatory rules and staying ahead of the game

Carol Clayton, Ph.D.

Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.

Ken Carr

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.

Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

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

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

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

 


1:30 pm – 3:45 pm PT

Preparing For CalAIM – Developing New Service Models To Capitalize On The New CalAIM Opportunities

Institute

The California Advancing and Innovating Medi-Cal (CalAIM) initiative will implement broad reforms to California’s Medicaid delivery system, programs, and payment methodologies. The policy goals of CalAIM are to reduce system complexity, increase flexibility, improve quality of care, and drive system transformation through the use of value-based initiatives, payment reform, and integrated approaches for behavioral health, addiction treatment, and primary care for complex populations. In the multi-year implementation, some of the provisions go live on January 1, 2022 including new contracts with specialty provider organizations to deliver Enhanced Case Management and Community Supports (In Lieu of Services) for adult SMI populations. The final provisions are projected to go live by 2027.

One big question for executives of specialty care and primary care organizations is how to develop the ‘next generation’ of services that will be in high demand under CalAIM. These new service models will likely require integrated approaches, be delivered using hybrid service systems, and have reimbursement based on some measure of performance. To accomplish this, executive teams will need to adopt new models for assessing market opportunities, developing new services, and optimizing their service performance. This session will cover:

  • Emerging service opportunities under CalAIM and how to assess them
  • A best practice service line feasibility analysis and development process
  • A panel discussion of specialty care and primary care provider organization executives on their new service development plan
  • CalAIM And The Impact On The Role Of Specialty Provider Organizations Who Serve Children and Youth
  • Innovative Programming: Leveraging Hybrid Models Of Care For Cost Effective Service Delivery
  • Best Practice Approach To Using Technology In The Competitive CalAIM Landscape

Richard Louis, III

Richard Louis, III, brings extensive experience in public and for-profit behavioral healthcare administration and business development to the OPEN MINDS team. Mr. Louis was formerly the Executive Director of Strategic Development and Planning, Pacific Region, for Providence Service Corporation.

Prior to OPEN MINDS, Mr. Louis served as the Assistant Director of the San Bernardino County Department of Behavioral Health, the 4th largest county behavioral health system in California, where he was responsible for day-to-day operations of a system serving over 50,000 unduplicated consumers annually through 31 county-operated facilities and 60 contract provider organizations.

Prior to his work with San Bernardino County, Mr. Louis was the Vice President of Government Operations for College Health Enterprises. In this role, he pioneered the development of public sector partnerships, contracts, and community mental health system joint ventures in California by creating some of the first inpatient psychiatric hospital-based, outpatient, day treatment, and institutional specialty treatment programs for county, state, and federal government agencies including L.A. County Department of Mental Health, L.A. County Probation Department, California Youth Authority, California Department of Developmental Disabilities, California Department of Corrections & Rehabilitation, and U.S. Immigration Customs Enforcement/Homeland Security.

Mr. Louis has served in a number of leadership roles with several organizations in the community including: the California Hospital Association – Center for Behavioral Health, Advisory Board, and SCAN Health Plan – Advisory Board; the Board of Directors of the Forensic Mental Health Association of California, College Hospitals, and the Intercommunity Child Guidance Center of Whittier; and testified on behalf of the National Association of Psychiatric Healthcare Systems before President Bush’s New Freedom Commission on Mental Health. Mr. Louis is currently a volunteer police officer with the City of Monterey Park Police Department in East Los Angeles serving since 1987 and currently holds the rank of Captain. Mr. Louis was recently appointed to the City of Claremont Police Commission in Los Angeles County.

He is a graduate of Whittier College and of the Police Academy of Rio Hondo College.


3:00 pm – 4:15 pm PT

Consistency Matters – How To Assure Consistency In Clinical Decision Support & Clinical Service Delivery

Topical Case Study

Consistency in consumer experience and in consumer treatment matters more now than ever. Consumers want to count on having a great “experience” every time. Health plan executives want to know that every consumer (or at least most) with the same condition will get the same treatment. And consistency is critical to provider organizations in making value-based reimbursement work. The question is how to build a service delivery system with consistency in clinical decision making and service delivery. This session will cover:

• Best practice model for assuring consistent clinical services

• Available tools for supporting clinical decisions

• Tools for real-time monitoring of clinical service delivery

Carol Clayton, Ph.D.

Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.

Improving “Your Brand” – Marketing Best Practices For Improving the Perception Of Your Organization

Topical Case Study

What’s in a name? Your brand name is how others – consumers, health plan executives, and investors, and donors view you. The question for executive teams pursuing a growth strategy is how to improve the perception of their brand. Building your brand’s muscle can transform your business in a powerful way – and sustaining a positive brand perception is essential. For success, the key is to place your brand’s purpose at the heart of your organization and its service to create meaning and value among your employees, shareholders and customers. This session will cover:

Branding Strategy:

  • Best practices in growing and sustaining a positive brand perception.
  • How to create a measurable competitive brand advantage.
  • Strategies to incorporate hte the brand experience in your services.

Linda Leonard

Linda Leonard brings over 25 years of marketing experience to the OPEN MINDS team  Ms. Leonard currently serves as a Senior Associate for the OPEN MINDS consulting department.

Prior to her role at OPEN MINDS, Ms. Leonard was the Senior Global Marketing Manager at Carlex, where she implemented fast paced, front end ‘innovation sprints’ responsible for identifying over 150 new concepts, including a unique, self-funded near-term opportunity with a projected first year forecast of $3M, and a total 5YR projected $18.5M. Additionally, she was responsible for the cultural transformation and development of the Carlex “Mission, Vision and Values”.  She coached cross functional leaders while deploying several initiatives designed to dissolve work silos, inspire inventive thinking and improve employee engagement.  Within less than a year, Ms. Leonard achieved a significant 18% reduction of cost associated with poor quality, and tracked a 44% YOY increase in employee engagement.

Prior to her time at Carlex, Ms. Leonard served as the Director, US Skin & Wound Management, Brand Strategy & Marketing for Cardinal Health, where she led the brand marketing team for the acute medical and consumer/patient segments During this time she turned around the Cardinal Health ‘Hospital Quality at Home’ initiative focusing on consumer-retail, LTC, direct to patient & e-commerce channels.  She delivered marketing and content strategy for digital, social, mobile, to drive clinician, customer, caregiver and patient engagement.  Through strategic marketing investments and leveraging internal resources, the business tracked from -$5M operating loss in FY16 to achieving financial profitability in FY18.

Ms. Leonard also served as the Brand Manager, Brand Strategy & Marketing for Cardinal Health, where she  realigned strategic marketing plans surrounding the relaunch of Cardinal Health’s B2C product line, Hospital Quality at Home™; spanning 6 product segments, and over 160+ skus.  This endeavor achieved the Good Housekeeping Seal of Approval™ for 28 products. Ms. Leonard also led tactical marketing work streams related to the development of clinical and patient messaging, preparation for retail including all levels of packaging, interactive merchandising and trade investment, and creation of a patient web site with detailed instructions for use.

Prior to her time at Cardinal Health, Ms. Leonard served as the Senior Product Manager at Evenflowhere she was a global business leader accountable for strategic development, financials, and implementation of key initiatives within five product categories – including strollers, travel systems, high-chairs, play yards, and soft carriers.

Ms. Leonard received her Bachelor of Arts in Communication and Marketing/Advertising Research from Cleveland State University.Edit Speaker 


4:30 pm – 5:30 pm PT

We’re Merged, Now Change: Best Practices In Making Newly-Merged Organizations Work

Plenary Panel

Mergers and acquisitions are a fact of live in the health and human service field. But once the deal is done, how do managers make newly merged organizations function efficiently and effectively? There are best practice models for navigating the change required in newly-combined organizations. This session will focus on:

  • The challenges of making newly-combined organizations effective
  • Structural cand communication practices to for merged organizations
  • Best practice change management models for merged organizations

Paul M. Duck

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

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

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

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

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

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

Joseph M. Costa

Joseph Costa has been the Chief Executive Officer of Hillsides since 2010, a Pasadena charity that creates lasting change for vulnerable children and their families. Acknowledged as a leader in the child welfare community, Joe was selected by his peers in 2011 to serve as the Chairman of the Child Welfare League of America.  He was previously on the governing body of California Alliance for Child and Family Services. He is also a member of the National Association of Social Workers.

Joe earned his bachelor’s degree in philosophy and social services in 1973 from St. John’s Seminary College in Boston. In 1977, he earned his master’s degree in divinity from St. John’s Seminary, School of Theology before earning another master’s degree in social work from Boston College Graduate School of Social Work in 1986.


5:30 pm – 6:30 pm PT

Executive Networking Reception

Networking

8:00 am – 9:00 am PT

Executive Networking Breakfast

Networking

9:00 am – 10:00 am PT

Scratching The Surface Of What Value Based Performance Can Be- Anthem’s Proposed Path Forward

Keynote

Lauren Sims

Lauren Sims

10:15 am – 11:15 am PT

Thought Leader Discussion

Thought Leader Discussion

Lauren Sims

Lauren Sims

10:15 am – 11:30 am PT

Managing Multiple Health Plan Contracts – A Best Practice Approach

Topical Case Study

With more specialty provider organizations entering into contractual agreements with health plans, managing all the payer contracts in play can feel overwhelming. And as more states move to managed care for administration of Medicaid health care benefits, provider organizations will likely have more payer contracts to manage and track. So, how do you make sense of it all? It starts with an internal organization of your contract management system. With a clear and concise plan in place, executive leaders can ensure that all contracts are appropriately managed with the ability to track outcomes and deliverables. This allows the organization to better negotiate future agreements that fit with the organization’s long-term needs and goals. Join this session to learn more about:

  • A best practice model for managing health plan contracts
  • The range of contract management systems and tools
  • How to best track and report on service delivery outcomes

Agenda Coming Soon!

Cathy Gilbert

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

Building A “Financial Management Culture” Beyond The CFO: Best Practices & Financial Systems To Improve Organizational Decision Making

Topical Case Study

Communicating financial information that is relevant and timely is critical for the financial success of your organization. But in a market landscape where both payers and consumers value both performance and affordability , financial management needs to extend beyond the CFO to the entire management team and clinical staff. How can CFOs make that happen? This session will focus on how to revamp financial reporting systems to create key performance metrics, implement financial forecasting tools, and engage the entire organization in financial issues. The session will cover:

  • Understanding the financial information needed for decisionmaking at every level of the organization
  • Creating tools for financial management for the board, the executive team, and service delivery teams
  • Addressing the culture of finance” in a mission-driven business

Ken Carr

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.

Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

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

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

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

 


11:30 am – 1:00 pm PT

Lunch

Networking

1:00 pm – 2:15 pm PT

Scaling Up: Best Practices In Replicating A Program In New Geographies & New Markets

Topical Case Study

In an unpredictable market, growth is essential to organizational sustainability. One growth option is to replicate a successful service line – taking it to new consumer groups, new locations, and/or new geographies. The question is how to make replication successful. In this session, the discussion will focus on:

  • A best practice model for service line replication
  • Requirements for successful service line replication
  • A roadmap for rolling out a new service line in a new location

Joseph P. Naughton-Travers, EdM

Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

Study Tour: A Successful Model For Serving the Homeless Population With Serious Mental Illness: A Tour Of The Illumination Foundation Integrated Care Program

Case Study Tour

For 20% of the homeless population, traditional approaches to housing support have been less than successful. But the Illumination Foundation has developed a unique integrated/whole person approach to serving these consumers – with a structured approach to health, mental health, and shelter. In this session, tour the Illumination Foundation facility for integrated care model for persons experiencing homelessness.

Richard Louis, III

Richard Louis, III, brings extensive experience in public and for-profit behavioral healthcare administration and business development to the OPEN MINDS team. Mr. Louis was formerly the Executive Director of Strategic Development and Planning, Pacific Region, for Providence Service Corporation.

Prior to OPEN MINDS, Mr. Louis served as the Assistant Director of the San Bernardino County Department of Behavioral Health, the 4th largest county behavioral health system in California, where he was responsible for day-to-day operations of a system serving over 50,000 unduplicated consumers annually through 31 county-operated facilities and 60 contract provider organizations.

Prior to his work with San Bernardino County, Mr. Louis was the Vice President of Government Operations for College Health Enterprises. In this role, he pioneered the development of public sector partnerships, contracts, and community mental health system joint ventures in California by creating some of the first inpatient psychiatric hospital-based, outpatient, day treatment, and institutional specialty treatment programs for county, state, and federal government agencies including L.A. County Department of Mental Health, L.A. County Probation Department, California Youth Authority, California Department of Developmental Disabilities, California Department of Corrections & Rehabilitation, and U.S. Immigration Customs Enforcement/Homeland Security.

Mr. Louis has served in a number of leadership roles with several organizations in the community including: the California Hospital Association – Center for Behavioral Health, Advisory Board, and SCAN Health Plan – Advisory Board; the Board of Directors of the Forensic Mental Health Association of California, College Hospitals, and the Intercommunity Child Guidance Center of Whittier; and testified on behalf of the National Association of Psychiatric Healthcare Systems before President Bush’s New Freedom Commission on Mental Health. Mr. Louis is currently a volunteer police officer with the City of Monterey Park Police Department in East Los Angeles serving since 1987 and currently holds the rank of Captain. Mr. Louis was recently appointed to the City of Claremont Police Commission in Los Angeles County.

He is a graduate of Whittier College and of the Police Academy of Rio Hondo College.


2:30 pm – 3:45 pm PT

The Behaviorally-Led Primary Care Practice: Addressing Six Key Elements For Successful integration

Executive Roundtable

The data is compelling – integrated medical/behaioral/social models of primary care work best for consumers with chronic health, behavioral, and/or cognitive conditions. For executives of specialty and primary carae organizations that want to serve these consumers, the question is how to deliver (or coordinate) primary care services that are behaviorally-led. The best practice models for these specialized primary care services have distinct characteristics in six domains: culture, payer, clinical, financial, technology/analytics, and performance measurement. In this session, attendees will learn:

  • The range of behaviorally-led primary care practice models
  • Current health plan models for contracting for primary care for consumer with complex needs
  • How to assess primary care services across the six key domains


3:45 pm – 4:15 pm PT

Raffle Prize Drawinh

Networking

Timothy Snyder, Jr.

Timothy G. Snyder, Jr. brings a unique combination of marketing, business development, and online media expertise to OPEN MINDS. Since joining our team in 2008, Mr. Snyder has led over twenty strategic marketing and sales-focused projects, including comprehensive product launch initiatives, corporate re-branding/positioning projects, and website/online marketing programs for some of the largest and most influential pharmaceutical and technology organizations in the industry. In addition to his work in the consulting practice, Mr. Snyder currently oversees the marketing, public relations, and sales divisions of OPEN MINDS.

Prior to his current position, Mr. Snyder served as OPEN MINDS Vice President Of Marketing. During this time he was led the successful launch of multiple new product offerings, the re-design of the OPEN MINDS website, and the launch of PsychU.org – a free online community and resource center for professionals in the mental health community.

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 both Marketing Communications and Business Management.


4:15 pm – 5:00 pm PT

Closing Keynote

Keynote

Monica E. Oss

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.

 


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