2021 Institute Agenda


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Day One Monday August 23
Day Two Tuesday August 24
Day Three Wednesday August 25
Day Four Thursday August 26
Day Five Friday August 27
8:00 am - 4:00 pm PT

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

Executive Summit

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. 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.

Barbara Merrill

Chief Executive Officer, ANCOR

A seasoned disability and association professional, Merrill was selected to serve as ANCOR’s Chief Executive Officer in November 2014, concluding a national search by the ANCOR Board of Directors. Merrill, who had previously served as ANCOR's Vice President for Public Policy, has been involved in disability issues since 1992 as an advocate, state legislator and attorney for people with disabilities and the providers who serve them. At ANCOR, she has led the development and implementation of all aspects of ANCOR's public policy agenda, representing ANCOR's diverse membership of private providers of services for people with disabilities before federal and state policy makers, while keeping ANCOR members fully apprised of the impact of critical system changes and providing guidance and technical assistance.

Prior to joining ANCOR, Merrill was the Director of Government Relations for the MENTOR Network, a national network of community health and human services providers headquartered in Boston. Elected to ANCOR's Board of Directors in 2010, Barbara co-chaired ANCOR's Government Relations Committee prior to joining ANCOR's professional staff.  A native of the state of Maine, she brings over 20 years of experience working with associations. She has represented a variety of clients, including psychologists, NAMI-Maine, nursing facilities, and providers of services to people with disabilities. She successfully orchestrated the passage of legislation in Maine to increase wages for Direct Support Professionals, and Maine’s Mental Health Parity law, and in 2002, became the first Executive Director of the Maine Association for Community Service Providers.

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Peggy Terhune, Ph.D.

President & Chief Executive Officer, Monarch

Dr. Peggy Terhune has served at the helm at Monarch since June 1995. As President and Chief Executive Officer she oversees Monarch's large, statewide network of services for individuals with intellectual and developmental disabilities, mental illness and substance use disorders, serving nearly 30,000 North Carolinians each year.

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. Peggy has served as an advocate for people with disabilities for more than 40 years and she has often been invited to present at national conferences and technical workshops across the country, particularly on emerging practices that are used at Monarch. She has also served as an adjunct faculty member at Rochester Institute of Technology, Strayer University and is currently teaching at Wingate University.

She is a founding board member of the North Carolina Providers Council and past president of the National Conference of Executives of the Arc. Additionally, Peggy was appointed to the N.C. Department of Health and Human Services Waiver Advisory Committee (DWAC) and has been appointed twice to the N.C. Commission on Mental Health, Developmental Disabilities, and Substance Abuse Services. She is also a board member of the N.C. Council of Developmental Disabilities and was appointed twice by the Governor. Peggy is a past member and officer of the Board of Directors for the National Alliance on Mental Illness (NAMI) North Carolina and former member of the Benchmarks' Board of Trustees.

Peggy is the recipient of numerous regional and national leadership awards. In 2016, she was the firstever recipient of the Distinguished Professional Award in Diversity and Cultural Competency by The National Conference of Executives (NCE) of The Arc. The award recognizes leaders from The Arc's national network of nearly 700 chapters that provide innovative programs that meet the needs of the diverse I/DD community.

A graduate of Indiana University, Peggy received a Bachelor of Science degree in Occupational Therapy, she earned a Master of Business Administration (MBA) degree from Rochester Institute of Technology, and a Ph.D. in Curriculum and Teaching with a concentration in Cultural Studies/Human Development/Families from The University of North Carolina at Greensboro. She is culturally competent, and her competencies include a wide range of clinical and administrative skills.

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Nan Perrin

Senior Director of Kansas Pathways, RCRS & Social Determinants of Health, Sunflower Health Plan

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Stephanie Perry

Director of Long Term Care & Support Services, Iowa Total Care

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Stephanie Rasmussen

Vice President Of Long Term Supports & Services, Sunflower Health Plan

Stephanie Rasmussen has over 30 years of hands-on, administrative, and managed care experience in the field of Long Term Supports & Services, including provision of services for persons with Intellectual/Developmental Disabilities, participation in the development of State Policy, consultation in the development of I/DD providers in California and Tennessee, and provision of managed care for Medicaid LTSS Populations in Kansas.

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Tracy Sanders, M.Ed.

Senior Director, Medicaid Complex Population Development, Optum Behavioral Health

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Tonya Copeland

Vice President of I/DD Services, UnitedHealthcare Community Plan

Tonya is Vice President of Intellectual and Developmental Disability Services at UnitedHealthcare Community Plan of Tennessee. UnitedHealthcare Community Plan is the local operation of UnitedHealthcare Community & State, which is a division of UnitedHealth Group, a diversified health and well-being company with a mission to help people live healthier lives and help make the health system work better for everyone.

In this role, Tonya is responsible for leading, implementing and managing the Employment and Community First CHOICES program that serves people with Intellectual and/or Developmental Disabilities (I/DD). She also oversees the team that manages people with I/DD on other state-run waivers who receive their medical and behavioral care from UnitedHealthcare.

Prior to her current role, Tonya served as an executive in the provider community for over 20 years. She worked at two regional provider agencies that deliver residential and other community-based supports. Tonya also served on the statewide provider association board for over 10 years. She chaired the Governmental Affairs committee for more than seven of those years and was instrumental in advocating for continued improvements in service delivery as well as appropriate reimbursement structures for the providers.

Tonya completed a Bachelor’s degree in Social Work from Tennessee State University in Nashville, TN. She also holds a Master of Business Administration degree from Bethel University.

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Ray Wolfe, JD

Senior Associate, OPEN MINDS

Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include managed care and value-based reimbursement models, financial analysis and management, mergers and acquisitions, CCBHC certification, integrated care, performance improvement, and strategic planning.

Before joining OPEN MINDS, Mr. Wolfe served in a 22-year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO), where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved Certified Behavioral Health Center status, earned over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, opened a primary care service that was integrated into programming for the severe and persistent mentally ill and homeless populations, and adopted a new performance management program for managers.

Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as specialized primary care, integrated care management, and high utilizer teams, while maintaining 15 straight years of profitability.

Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next-generation electronic health record (EHR) system.

Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.

Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, in his role as a manager for Healthcare Corporation of America (HCA) and as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit a 95% rate through the implementation of new billing software and department reorganization.

Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role, he provided general legal practice, created and established bylaws for multiple corporations, and handled West Virginia licensing of first vision insurance plan.

Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, Wheeling, WV, where he graduated Magna Cum Laude.

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1:00 pm - 4:00 pm PT

How To Develop A Successful Marketing Plan: The OPEN MINDS Seminar On Marketing Strategy

Executive Seminar

VIRTUAL ONLY

*This seminar will also be presented in-person on Thursday, August 26 at 1:00pm PT.

A winning marketing plan is a business necessity that every health and human service organization needs – particularly in today’s changing market. However, creating a marketing plan can be a daunting task amidst the shifting environment. In this essential seminar, we will walk through the steps needed to design a successful marketing plan based on your organization’s strategic goals. The following key components will be discussed:

  • Key steps to building a successful marketing strategy and comprehensive plans
  • Essential components to developing a marketing budget, including revenue forecasting, expense budgets, and return on investment
  • Case studies on successful marketing plan development and implementation

Timothy Snyder, Jr.

Chief Marketing Officer, OPEN MINDS

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.

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Emily Korns, MBA, RDN

Vice President, Business Development, OPEN MINDS

Emily Korns, MBA, RDN brings nearly 20 years of health care marketing and communications experience to OPEN MINDS. Having started her career as a Program Manager for the Allegheny County Health Department where she developed and delivered behavior change and education programs designed to prevent chronic disease in vulnerable populations throughout greater Pittsburgh, PA, Ms. Korns brings a similar focus on population health, wellness, and nutrition expertise to OPEN MINDS.

Most recently, Ms. Korns was the Director of Communications and Marketing for Conemaugh Health System in Johnstown, PA, part of Duke Lifepoint Healthcare, where she led marketing communications for the health system’s four hospitals, outpatient clinics, and 40+ physician practices. Ms. Korns managed, executed, and measured the ROI of the department’s $1.4 million budget and served on the executive leadership team. During her tenure with the health system, Ms. Korns directed external media relations, internal communications strategies, and executed digital and social media, advertising, and sponsorship campaigns focused on consumer access. Ms. Korns implemented service line launches, regional expansion projects, and organization change initiatives that led to revenue and EBITDA growth exceeding budget targets.

Prior to her time with Conemaugh Health System, Ms. Korns served as the Global Corporate Affairs Learning & Development Director for Mars Inc. in McLean, VA where she led learning and development initiatives for a 550-person global team. In this capacity, Ms. Korns identified opportunities to build employees’ skills and capabilities through data analysis and designed custom training solutions using virtual platforms to deliver content to a globally dispersed workforce. Ms. Korns also served as the Team Business and Effectiveness Manager for the Global Corporate Affairs Leadership Team, driving alignment around global strategic initiatives, and managing an operational budget of $34 million. Ms. Korns organized high impact, worldwide meetings designed to align diverse teams around global strategy.

In her role as Mars North America Health & Nutrition Communications Manager, Ms. Korns managed public relations and nutrition stakeholder engagement for Mars North America, including CocoaVia®, Seeds of Change®, World of Grains®, Uncle Ben's®, Marathon® and Dove® chocolate brands. She collaborated internally and externally on nutrition transparency and responsible marketing initiatives and sat on national food policy committees.

Ms. Korns also served as the Associate Director of Communications for Nestlé Nutrition North America (Gerber Products Company). In this role, Ms. Korns managed public relations, social media, and issues management for the Gerber® brand. Ms. Korns worked on new product launches and line extensions and served on the global team responsible for the first social media policy at Nestlé. Additionally, she was responsible for stakeholder engagement related to the Nestlé Feeding Infants and Toddlers (FITS) study.

Ms. Korns received a Bachelor of Science Degree in Nutrition from the University of Pittsburgh, a Master of Business Administration from the Joseph M. Katz Graduate School of Business at the University of Pittsburgh, and earned a Certificate of Graduate Studies from the Gerald J. and Dorothy R. Friedman School of Nutrition Science and Policy - Tufts University. Ms. Korns is also the owner and founder of Uptown Works, LLC, a coworking center located in rural Somerset, PA.

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1:00 pm - 4:30 pm PT

How To Optimize Technology: An OPEN MINDS Seminar On Getting The Most Value From Your Technology Investments

Executive Seminar

*This seminar will also be presented virtually on Friday, August 27 at 7:00am PT.

As technology becomes increasingly essential and the range of available technologies and tech-enabled functionality is rapidly growing, organizations are spending more on tech investments. Unfortunately, tech investments often fall short of meeting expectations. However, with proper planning and staff engagement, organizations can position themselves to optimize the value of their tech investments.

In this session, Joseph P. Naughton-Travers, EdM, Senior Associate at OPEN MINDS, will discuss what needs to be addressed to ensure your organization is on the path to maximizing your tech investment, including:

  • How to evaluate new technologies for your organization
  • Engaging staff in a best practice technology evaluation process
  • Determining anticipated financial and non-financial return-on-investments for the selected technology
  • Go or No-Go: Moving beyond pilot to full implementation
  • Ensuring implementation success

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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1:00 pm - 5:00 pm PT

Preparing For CalAIM: A Behavioral Health Provider Strategy Summit

By-Invitation-Only Executive Summit

The CalAIM initiative will implement broad reforms to California’s Medicaid delivery system, programs, and payment methodologies. It is intended to reduce system complexity, increase flexibility, improve quality of care, and drive system transformation through the use of value-based initiatives and payment reform. In the multi-year implementation, some of the provisions are slated to go live by January 1, 2022 and the final provisions are projected to go live by 2027.

California’s transformation includes leveraging lessons learned from the state and counties Whole Person Care, Health Homes Program, Coordinated Care Initiative, through integrated approaches for behavioral health, addiction treatment and primary care for complex populations.

In this OPEN MINDS exclusive half day session for California specialty provider organizations, we will hear from health and human services executives and payer system leaders that are trail blazing the transformation effort in the CalAIM new normal.

AGENDA:

1:00pm - 1:30pm: A Current Snapshot Of CalAIM - What We Know
Presenter: Richard Louis, III, Vice President West Region, OPEN MINDS

Brief overview and update of CalAIM: Pending phases, important dates and next steps.

1:30pm - 2:30pm: The Health Plan Perspective On CalAIM

Overview of health plan goals to begin expanding provider networks and the new partnership opportunities for specialty provider organizations under CalAIM, to provide In Lieu of Services (ILOS) as health plans integrate flexible wrap-around services into population health strategies to address medical and social determinant health needs of persons with SMI, SED and co-occurring chronic health conditions.

2:30pm - 4:00pm: CalAIM & "Whole Person Care" Case Studies

Session will feature provider organizations currently operating whole person care models and integrated service delivery approaches moving towards value-based reimbursement.

4:00 - 5:00: Preparing For CalAIM - A Checklist For Specialty Provider Organization Executive Teams

Understanding the administrative tools and organization systems enhancements executive leaders will need in planning, positioning and developing new service delivery capabilities to prepare for CalAIM system transformation to VBR.

Richard Louis, III

Vice President West Region, OPEN MINDS

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.

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8:00 am - 9:00 am PT

Executive Networking Breakfast

Networking


9:00 am - 10:00 am PT

Keynote Address

Keynote Address

Rafael Gonzalez-Amezcua MD

Chief Medical Officer, Aetna Better Health of California

Dr. Rafael Amezcua is the Chief Medical Officer for Aetna Better Health of California. He is a Board-Certified Internist who has a passion for bringing team based innovative solutions to complex health care challenges.

Dr. Amezcua has served in various leadership and management capacities from northern to southern California. He served as supervising physician at On Lok Senior Health in San Francisco, where he was also clinical faculty at UCSFs. He was the Medical Director at the UCSF Fresno General Internal Medicine Clinics. In Southern California he was the Regional Medical Director for Senior Services at AltaMed Health Care Services and then went on to serve as the founding Medical Director for Branden Centers for Senior Care, a PACE program for the Los Angeles Jewish Home. Prior to joining Aetna Dr. Amezcua was the Medicare Medical Director of the LA Care Health Plan where he oversaw all aspects of the Medi-Cal/Medicare dually eligible program Cal MediConnect.

Throughout his career Dr. Amezcua has been an active participant in local and national events. For over ten years he served as medical commentator for San Francisco based Univision KTVU and hosted a live TV weekly medical segment. Dr. Amezcua was selected by the National Institutes of Health (NIH) to co-chair the Council of Public Representatives, (COPR) and a national workshop on patient research participation. He also served in a national advisory group to the Robert Wood Johns Foundation. Dr. Amezcua has participated in multiple boards and has given numerous talks and presentations. He is a graduate of the California Health Care Foundation/ USCF Center for the Health Force Medical Leadership program.

Dr. Amezcua is married and has three children who are all big soccer fans and players. He and his family enjoy reading and traveling and he particularly likes to cook creative dishes for his kids.

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10:15 am - 11:30 am PT

Thought Leader Discussion Session With Keynote

Thought Leader Forum

Join us for a follow-up session with our keynote speaker. Use this time to ask questions and continue the morning’s discussion.

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 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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Rafael Gonzalez-Amezcua MD

Chief Medical Officer, Aetna Better Health of California

Dr. Rafael Amezcua is the Chief Medical Officer for Aetna Better Health of California. He is a Board-Certified Internist who has a passion for bringing team based innovative solutions to complex health care challenges.

Dr. Amezcua has served in various leadership and management capacities from northern to southern California. He served as supervising physician at On Lok Senior Health in San Francisco, where he was also clinical faculty at UCSFs. He was the Medical Director at the UCSF Fresno General Internal Medicine Clinics. In Southern California he was the Regional Medical Director for Senior Services at AltaMed Health Care Services and then went on to serve as the founding Medical Director for Branden Centers for Senior Care, a PACE program for the Los Angeles Jewish Home. Prior to joining Aetna Dr. Amezcua was the Medicare Medical Director of the LA Care Health Plan where he oversaw all aspects of the Medi-Cal/Medicare dually eligible program Cal MediConnect.

Throughout his career Dr. Amezcua has been an active participant in local and national events. For over ten years he served as medical commentator for San Francisco based Univision KTVU and hosted a live TV weekly medical segment. Dr. Amezcua was selected by the National Institutes of Health (NIH) to co-chair the Council of Public Representatives, (COPR) and a national workshop on patient research participation. He also served in a national advisory group to the Robert Wood Johns Foundation. Dr. Amezcua has participated in multiple boards and has given numerous talks and presentations. He is a graduate of the California Health Care Foundation/ USCF Center for the Health Force Medical Leadership program.

Dr. Amezcua is married and has three children who are all big soccer fans and players. He and his family enjoy reading and traveling and he particularly likes to cook creative dishes for his kids.

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Optimizing Your Bottom Line – Tracking Revenue, Payments & Managing Denials

Best Practice "How To"

Financial Track

Provider organizations that understand how to manage payments and denials, while delivering quality service and better outcomes, will be the best positioned to thrive in the value-based world. Although many organizations have revenue cycle management systems in place, most organizations do not track revenue and payments and manage denials effectively.

In this session, we will cover:

  • How to assess your organization’s revenue cycle management - from pre-service authorization and eligibility checks to billing and receivables
  • Managing revenue and monitoring denial trends
  • Understanding and tracking various payer requirements including timely filing and corrected claim resubmission time frames

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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Staff Burnout & Disengagement: Disruptive Forces Facing Employee Well-being

Topical Case Study

Administrative Track

Kim Bond, MS, LMFT

Executive Vice President, OPEN MINDS

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

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

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

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

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

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Best-in-Class Tools For Managing & Tracking Contracts

Best Practice "How-To"

Financial Track

Cathy Gilbert

Senior Associate, OPEN MINDS

Cathy Gilbert brings over 20 years of health care industry experience to the OPEN MINDS team. Ms. Gilbert currently serves as a Senior Associate at OPEN MINDS. Her areas of expertise include advanced project leadership skills, training development, health care processing systems, policy development, and implementation to ensure compliance with accreditation requirements.

Before joining OPEN MINDS, Ms. Gilbert served as the Vice President II, Network Development at Magellan Healthcare Inc. During her role here she directed a national team supporting network development and provider relations for Health Plan, Employer, Medicare and Medicaid provider networks for behavioral health, radiology and muscular skeletal networks. Also, Ms. Gilbert led a network operations team responsible for credentialing, provider data maintenance, rate management and contract administration for all networks. She supported responses for sales opportunities and represented the network department for client and sales meetings. Previously, Ms. Gilbert served as the Assistant Vice President of Network Operations with Beacon Health Options in Latham, NY. In this role, she oversaw provider file Maintenance, provider file configuration, and provider credentialing. Ms. Gilbert also implemented an audit function to improve provider file accuracy and led a process to reduce the initial file credentialing backlog by 45% in four months.

Prior to her work with Beacon Health Options, Ms. Gilbert served as the Vice President of provider relations at Beacon Health Options/ Valueoptions Inc. in Wixom, MI. Ms. Gilbert led and participated in internal and eternal committees including credentialing, policy and procedure, provider satisfaction, provider stakeholder, and quality management. She also led network development projects for new client implementations and specific network expansions. Ms. Gilbert designed and implemented a departmental training program for new and current staff. Ms. Gilbert earned her Master of Science Administration, Health Services at Central Michigan University.

Prior to earning her Masters Ms. Gilbert earned her Bachelor of Science, Social Work at Eastern Michigan University

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11:45 am - 1:00 pm PT

Strategic Planning For Recovery & Sustainability In The Next Normal

Best Practice "How-To"

Administrative Track

In the current environment and new normal, one essential skill that all executives need to master is the ability to evaluate and modify current services – and to develop new services to meet the challenges and opportunities in the market.

This session will focus on the tools and insights organizations need to strategically reposition themselves for sustainability in today’s changing health and human services environment, including:

  • The OPEN MINDS Four Phase model for strategic planning
  • A review of how to manage strategy implementation for success
  • Case study presentations from organizations on their strategies for sustainability

Ray Wolfe, JD

Senior Associate, OPEN MINDS

Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include managed care and value-based reimbursement models, financial analysis and management, mergers and acquisitions, CCBHC certification, integrated care, performance improvement, and strategic planning.

Before joining OPEN MINDS, Mr. Wolfe served in a 22-year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO), where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved Certified Behavioral Health Center status, earned over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, opened a primary care service that was integrated into programming for the severe and persistent mentally ill and homeless populations, and adopted a new performance management program for managers.

Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as specialized primary care, integrated care management, and high utilizer teams, while maintaining 15 straight years of profitability.

Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next-generation electronic health record (EHR) system.

Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.

Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, in his role as a manager for Healthcare Corporation of America (HCA) and as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit a 95% rate through the implementation of new billing software and department reorganization.

Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role, he provided general legal practice, created and established bylaws for multiple corporations, and handled West Virginia licensing of first vision insurance plan.

Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, Wheeling, WV, where he graduated Magna Cum Laude.

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Organizational Change Agents: How To Be A Flexible & Nimble Organization

Best Practice "How-To"

Administrative Track

Paul M. Duck

Senior Associate, OPEN MINDS

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.

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Prioritizing Compliance & Culture

Knowledge Partner

Sponsored By Relias

How does culture factor in to your preparation for the future? It’s more important than you may think, especially considering the context of the market disruptions we have seen over the past year. Addressing organizational culture is imperative for continued success, but it’s nearly impossible to address effectively while if you’re still struggling to stay on top of your compliance. Learn effective strategies to get your organizational compliance on auto-pilot so you can focus on your long-term organizational health through building and reinforcing your culture.

Learning Objectives:

  • Recognize effective ways to streamline and enhance organizational compliance.
  • Discover the importance of organizational culture and its impact on success.
  • Identify strategies and best practices for building a healthy organizational structure.

11:45 am - 1:15 pm PT

Aligning Your Clinical Practice To Meet HEDIS & Plan Requirements: HEDIS Measures Beyond Access To Care

Best Practice "How-To"

Clinical Track

Many health plans have programs designed to help providers meet HEDIS measures through education, tools, and bonuses. Working with payers to meet these goals helps increase the effectiveness of care and can be an important source of revenue for providers.

In this session, we will discuss:

  • How your organization stacks up on HEDIS measures
  • Understanding what measures payers need
  • Rearranging your operations and changing your procedures to improve your scores to be more attractive to payers

Cathy Gilbert

Senior Associate, OPEN MINDS

Cathy Gilbert brings over 20 years of health care industry experience to the OPEN MINDS team. Ms. Gilbert currently serves as a Senior Associate at OPEN MINDS. Her areas of expertise include advanced project leadership skills, training development, health care processing systems, policy development, and implementation to ensure compliance with accreditation requirements.

Before joining OPEN MINDS, Ms. Gilbert served as the Vice President II, Network Development at Magellan Healthcare Inc. During her role here she directed a national team supporting network development and provider relations for Health Plan, Employer, Medicare and Medicaid provider networks for behavioral health, radiology and muscular skeletal networks. Also, Ms. Gilbert led a network operations team responsible for credentialing, provider data maintenance, rate management and contract administration for all networks. She supported responses for sales opportunities and represented the network department for client and sales meetings. Previously, Ms. Gilbert served as the Assistant Vice President of Network Operations with Beacon Health Options in Latham, NY. In this role, she oversaw provider file Maintenance, provider file configuration, and provider credentialing. Ms. Gilbert also implemented an audit function to improve provider file accuracy and led a process to reduce the initial file credentialing backlog by 45% in four months.

Prior to her work with Beacon Health Options, Ms. Gilbert served as the Vice President of provider relations at Beacon Health Options/ Valueoptions Inc. in Wixom, MI. Ms. Gilbert led and participated in internal and eternal committees including credentialing, policy and procedure, provider satisfaction, provider stakeholder, and quality management. She also led network development projects for new client implementations and specific network expansions. Ms. Gilbert designed and implemented a departmental training program for new and current staff. Ms. Gilbert earned her Master of Science Administration, Health Services at Central Michigan University.

Prior to earning her Masters Ms. Gilbert earned her Bachelor of Science, Social Work at Eastern Michigan University

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Margaret Mays

Senior Associate, OPEN MINDS

Margaret Mays brings over 20 years of health care industry experience to the OPEN MINDS team. Ms. Mays currently serves as a Senior Associate at OPEN MINDS. Her areas of expertise include quality program design and metrics-based programs, training development, health care processing systems, policy development, and accreditation/regulatory requirements.
Prior to joining OPEN MINDS, Ms. Mays served as the Vice President of Quality Improvement at Magellan Health Services, where she provided comprehensive quality leadership, developed high-performance teams, and improved metrics. She launched the Magellan Lean Six Sigma Training Institute resulting in an ROI of $1.7 million. Ms. Mays cultivated a high-performance team of over 20 staff members and improved department productivity through mentoring and coaching.
Prior to her role at Magellan Health, Ms. Mays served as the Director of Quality Management at TLC Family Care Healthplan, a division of Amerigroup, where she successfully managed MCO NCQA accreditation and directed all HEDIS processes. Ms. Mays helped produce a 27% improvement in Early Periodic Screening, Diagnosis, and Treatment. She also achieved 95% and above performance on state audits through a full-spectrum quality improvement program.
Previously, Ms. Mays served as the Director of Quality and Compliance at Magellan Health Services, where she managed a wide range of quality processes, developed high impact reporting, and collaborated with cross functional teams to improve data accuracy. At Magellan, Ms. Mays achieved a track record of exemplary audit scores through implementing state-of-the-art practices.
Ms. Mays received a Doctor of Health Sciences from A.T. Still University in Mesa, Arizona. She holds a master’s degree in Health Administration from the University of Washington. She previously earned a Bachelor of Science in Allied Health Administration from the University of Alabama.

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1:00 pm - 2:30 pm PT

Lunch On Your Own

Networking


2:30 pm - 3:45 pm PT

How to Engage Payers & Keep Them Engaged

Best Practice "How-To"

Engagement Track

Health plans whose network teams are shrinking are looking to expand their networks with quality provider organizations. They need you as much as you need them. Even if you are not proactively pitching an idea to a payer, it is important to nurture strong relationships. You want your organization to be top-of-mind when they have a new program to implement. So how do you stay on the forefront?

Join us to learn the best practices for engaging payers, including:

  • How to demonstrate your organization’s value in a way that will capture health plan’s interest
  • Keys to developing partnerships
  • Tips for engaging payers

Richard Louis, III

Vice President West Region, OPEN MINDS

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.

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Addressing The Talent Pipeline Shortage: Who Owns It & How To Reverse It

Topical Case Study

Administrative Track

Cathy Gilbert

Senior Associate, OPEN MINDS

Cathy Gilbert brings over 20 years of health care industry experience to the OPEN MINDS team. Ms. Gilbert currently serves as a Senior Associate at OPEN MINDS. Her areas of expertise include advanced project leadership skills, training development, health care processing systems, policy development, and implementation to ensure compliance with accreditation requirements.

Before joining OPEN MINDS, Ms. Gilbert served as the Vice President II, Network Development at Magellan Healthcare Inc. During her role here she directed a national team supporting network development and provider relations for Health Plan, Employer, Medicare and Medicaid provider networks for behavioral health, radiology and muscular skeletal networks. Also, Ms. Gilbert led a network operations team responsible for credentialing, provider data maintenance, rate management and contract administration for all networks. She supported responses for sales opportunities and represented the network department for client and sales meetings. Previously, Ms. Gilbert served as the Assistant Vice President of Network Operations with Beacon Health Options in Latham, NY. In this role, she oversaw provider file Maintenance, provider file configuration, and provider credentialing. Ms. Gilbert also implemented an audit function to improve provider file accuracy and led a process to reduce the initial file credentialing backlog by 45% in four months.

Prior to her work with Beacon Health Options, Ms. Gilbert served as the Vice President of provider relations at Beacon Health Options/ Valueoptions Inc. in Wixom, MI. Ms. Gilbert led and participated in internal and eternal committees including credentialing, policy and procedure, provider satisfaction, provider stakeholder, and quality management. She also led network development projects for new client implementations and specific network expansions. Ms. Gilbert designed and implemented a departmental training program for new and current staff. Ms. Gilbert earned her Master of Science Administration, Health Services at Central Michigan University.

Prior to earning her Masters Ms. Gilbert earned her Bachelor of Science, Social Work at Eastern Michigan University

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Using Technology To Increase Client Engagement

Knowledge Partner

Sponsored By Welligent

The need for Communication, Collaboration, and Client Engagement is at an all-time high; however, selecting and implementing the right solutions can be a challenging process. Join us for a panel presentation discussing the top tools and strategies used by executive leaders at behavioral health organizations to improve engagement in a remote-first world and produce transformative outcomes with technology.


4:00 pm - 5:00 pm PT

The Evidence Based Practices Health Plans Need & How They Are Used

Executive Roundtable

Evidence-based practice (EBP) is a term we encounter frequently in today’s health care environment. But what does it really mean for the health care provider? What are health plans looking for?

In this session, our panel of payers and provider executives will discuss:

  • The EBPs health plans need
  • How they support the authorization process
  • How to restructure if there are gaps

Richard Louis, III

Vice President West Region, OPEN MINDS

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.

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5:00 pm - 6:00 pm PT

Executive Networking Reception

Networking

Wrap up the day with socially distanced networking by the pool. Enjoy a beverage and hors d'oeuvres while catching up with colleagues and discussing the day’s events.


8:00 am - 9:00 am PT

Executive Networking Breakfast

Networking


9:00 am - 10:00 am PT

Plenary Panel - Medicaid in The Next Normal: Challenges For Funding & Delivering Care For the Most Complex Consumers

Keynote Address

Eric C. Hunter

President & Chief Executive Officer, CareOregon

Eric C. Hunter is the President and Chief Executive Officer of CareOregon, based in Portland, Oregon. Prior to joining the team at CareOregon, Eric was the COO of Boston Medical Center HealthNet Plan which serves Medicaid, Medicare, and Commercial members in Massachusetts and New Hampshire. Previously, he has held Executive positions with Schaller Anderson, Centene, and ValueOptions Behavioral Health. State government experience includes positions in the Oklahoma Governor’s office and with the Oklahoma Health Care Authority. Eric studied Petroleum Engineering at the University of Tulsa, earned a Bachelor’s degree in Business Administration from St. Leo University, and a Masters of Business Administration from Northeastern University.
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Jeffrey A. Nagel, Ph.D.

Behavioral Health Director, Orange County Health Care Agency

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Cathy Gilbert

Senior Associate, OPEN MINDS

Cathy Gilbert brings over 20 years of health care industry experience to the OPEN MINDS team. Ms. Gilbert currently serves as a Senior Associate at OPEN MINDS. Her areas of expertise include advanced project leadership skills, training development, health care processing systems, policy development, and implementation to ensure compliance with accreditation requirements.

Before joining OPEN MINDS, Ms. Gilbert served as the Vice President II, Network Development at Magellan Healthcare Inc. During her role here she directed a national team supporting network development and provider relations for Health Plan, Employer, Medicare and Medicaid provider networks for behavioral health, radiology and muscular skeletal networks. Also, Ms. Gilbert led a network operations team responsible for credentialing, provider data maintenance, rate management and contract administration for all networks. She supported responses for sales opportunities and represented the network department for client and sales meetings. Previously, Ms. Gilbert served as the Assistant Vice President of Network Operations with Beacon Health Options in Latham, NY. In this role, she oversaw provider file Maintenance, provider file configuration, and provider credentialing. Ms. Gilbert also implemented an audit function to improve provider file accuracy and led a process to reduce the initial file credentialing backlog by 45% in four months.

Prior to her work with Beacon Health Options, Ms. Gilbert served as the Vice President of provider relations at Beacon Health Options/ Valueoptions Inc. in Wixom, MI. Ms. Gilbert led and participated in internal and eternal committees including credentialing, policy and procedure, provider satisfaction, provider stakeholder, and quality management. She also led network development projects for new client implementations and specific network expansions. Ms. Gilbert designed and implemented a departmental training program for new and current staff. Ms. Gilbert earned her Master of Science Administration, Health Services at Central Michigan University.

Prior to earning her Masters Ms. Gilbert earned her Bachelor of Science, Social Work at Eastern Michigan University

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Richard Louis, III

Vice President West Region, OPEN MINDS

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.

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10:15 am - 11:15 am PT

Thought Leader Discussion Session With Panel Participants

Thought Leader Forum

Join us for a follow-up session with our keynote address panel participants. Use this time to ask questions and continue the morning’s discussion.

Eric C. Hunter

President & Chief Executive Officer, CareOregon

Eric C. Hunter is the President and Chief Executive Officer of CareOregon, based in Portland, Oregon. Prior to joining the team at CareOregon, Eric was the COO of Boston Medical Center HealthNet Plan which serves Medicaid, Medicare, and Commercial members in Massachusetts and New Hampshire. Previously, he has held Executive positions with Schaller Anderson, Centene, and ValueOptions Behavioral Health. State government experience includes positions in the Oklahoma Governor’s office and with the Oklahoma Health Care Authority. Eric studied Petroleum Engineering at the University of Tulsa, earned a Bachelor’s degree in Business Administration from St. Leo University, and a Masters of Business Administration from Northeastern University.
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Jeffrey A. Nagel, Ph.D.

Behavioral Health Director, Orange County Health Care Agency

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Cathy Gilbert

Senior Associate, OPEN MINDS

Cathy Gilbert brings over 20 years of health care industry experience to the OPEN MINDS team. Ms. Gilbert currently serves as a Senior Associate at OPEN MINDS. Her areas of expertise include advanced project leadership skills, training development, health care processing systems, policy development, and implementation to ensure compliance with accreditation requirements.

Before joining OPEN MINDS, Ms. Gilbert served as the Vice President II, Network Development at Magellan Healthcare Inc. During her role here she directed a national team supporting network development and provider relations for Health Plan, Employer, Medicare and Medicaid provider networks for behavioral health, radiology and muscular skeletal networks. Also, Ms. Gilbert led a network operations team responsible for credentialing, provider data maintenance, rate management and contract administration for all networks. She supported responses for sales opportunities and represented the network department for client and sales meetings. Previously, Ms. Gilbert served as the Assistant Vice President of Network Operations with Beacon Health Options in Latham, NY. In this role, she oversaw provider file Maintenance, provider file configuration, and provider credentialing. Ms. Gilbert also implemented an audit function to improve provider file accuracy and led a process to reduce the initial file credentialing backlog by 45% in four months.

Prior to her work with Beacon Health Options, Ms. Gilbert served as the Vice President of provider relations at Beacon Health Options/ Valueoptions Inc. in Wixom, MI. Ms. Gilbert led and participated in internal and eternal committees including credentialing, policy and procedure, provider satisfaction, provider stakeholder, and quality management. She also led network development projects for new client implementations and specific network expansions. Ms. Gilbert designed and implemented a departmental training program for new and current staff. Ms. Gilbert earned her Master of Science Administration, Health Services at Central Michigan University.

Prior to earning her Masters Ms. Gilbert earned her Bachelor of Science, Social Work at Eastern Michigan University

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Richard Louis, III

Vice President West Region, OPEN MINDS

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.

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Using Mobile Technology To Simplify DSP Documentation In Residential & Community Settings

Product Demonstration

Sponsored By Welligent

From mobile scheduling, treatment plan updates and progress notes, to supervisory approval, learn how others in the industry use a truly mobile application to access information in the field and provide high-quality service to clients.

Rich Daly

Director Of Sales, Welligent

Rich Daly began his work in behavioral health with UPMC’s Askesis Development Group and cognitive behavioral therapy software Beating the Blues, and joined the Welligent team in 2017.

Rich brings EHR and other behavioral health software experience in sales and marketing, customer relationship management, and project management roles. His experience includes technology leveraged by community mental health centers, inpatient psychiatric units, intellectual and developmental disabilities providers, addictions treatment facilities, community-based service providers, and school-based behavioral health and nursing providers.

Since joining Welligent Rich has aided in expansion into new states, new customer service lines and clinical settings, and product enhancements related to key provider markets. Rich focuses on the goal of enhancing provider agencies’ competitive advantage and providing clients with the ability to engage in their care through the use of technology.

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10:15 am - 11:30 am PT


Keys To Calculating Unit Costs & Case Rates

Best Practice "How-To"

Financial Track

Thoroughly understanding how to develop bundled payments/case rates will ensure that your clinical services deliver outcomes-based care and provide the necessary revisions needed for billing, financial reporting, and data tracking are made to fit this payment model.

This session will provide attendees with a guide to developing and managing a successful case rate payment model and will include:

  • The drivers of the move to case rates and other value-based reimbursement models
  • A guide to developing a case rate proposal and preparing your organization for managing case rate contracts
  • Examples of successful case rate contracting models

Ken Carr

Senior Associate, OPEN MINDS

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. 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.

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Strategic Alliances With Key Stakeholders: Providers, Payers & Patients

Topical Case Study

Engagement Track

Ray Wolfe, JD

Senior Associate, OPEN MINDS

Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include managed care and value-based reimbursement models, financial analysis and management, mergers and acquisitions, CCBHC certification, integrated care, performance improvement, and strategic planning.

Before joining OPEN MINDS, Mr. Wolfe served in a 22-year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO), where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved Certified Behavioral Health Center status, earned over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, opened a primary care service that was integrated into programming for the severe and persistent mentally ill and homeless populations, and adopted a new performance management program for managers.

Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as specialized primary care, integrated care management, and high utilizer teams, while maintaining 15 straight years of profitability.

Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next-generation electronic health record (EHR) system.

Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.

Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, in his role as a manager for Healthcare Corporation of America (HCA) and as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit a 95% rate through the implementation of new billing software and department reorganization.

Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role, he provided general legal practice, created and established bylaws for multiple corporations, and handled West Virginia licensing of first vision insurance plan.

Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, Wheeling, WV, where he graduated Magna Cum Laude.

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Surviving An Audit: What Triggers One & How To Ensure Integrity In Your Clinical Billing

Best Practice "How-To"

Administrative Track

Margaret Mays

Senior Associate, OPEN MINDS

Margaret Mays brings over 20 years of health care industry experience to the OPEN MINDS team. Ms. Mays currently serves as a Senior Associate at OPEN MINDS. Her areas of expertise include quality program design and metrics-based programs, training development, health care processing systems, policy development, and accreditation/regulatory requirements.
Prior to joining OPEN MINDS, Ms. Mays served as the Vice President of Quality Improvement at Magellan Health Services, where she provided comprehensive quality leadership, developed high-performance teams, and improved metrics. She launched the Magellan Lean Six Sigma Training Institute resulting in an ROI of $1.7 million. Ms. Mays cultivated a high-performance team of over 20 staff members and improved department productivity through mentoring and coaching.
Prior to her role at Magellan Health, Ms. Mays served as the Director of Quality Management at TLC Family Care Healthplan, a division of Amerigroup, where she successfully managed MCO NCQA accreditation and directed all HEDIS processes. Ms. Mays helped produce a 27% improvement in Early Periodic Screening, Diagnosis, and Treatment. She also achieved 95% and above performance on state audits through a full-spectrum quality improvement program.
Previously, Ms. Mays served as the Director of Quality and Compliance at Magellan Health Services, where she managed a wide range of quality processes, developed high impact reporting, and collaborated with cross functional teams to improve data accuracy. At Magellan, Ms. Mays achieved a track record of exemplary audit scores through implementing state-of-the-art practices.
Ms. Mays received a Doctor of Health Sciences from A.T. Still University in Mesa, Arizona. She holds a master’s degree in Health Administration from the University of Washington. She previously earned a Bachelor of Science in Allied Health Administration from the University of Alabama.

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11:45 am - 1:00 pm PT

Managing A Non-Profit Board: Striving For Board Diversity While Leveraging Experience & Expertise

Topical Case Study

Administrative Track

Cathy Gilbert

Senior Associate, OPEN MINDS

Cathy Gilbert brings over 20 years of health care industry experience to the OPEN MINDS team. Ms. Gilbert currently serves as a Senior Associate at OPEN MINDS. Her areas of expertise include advanced project leadership skills, training development, health care processing systems, policy development, and implementation to ensure compliance with accreditation requirements.

Before joining OPEN MINDS, Ms. Gilbert served as the Vice President II, Network Development at Magellan Healthcare Inc. During her role here she directed a national team supporting network development and provider relations for Health Plan, Employer, Medicare and Medicaid provider networks for behavioral health, radiology and muscular skeletal networks. Also, Ms. Gilbert led a network operations team responsible for credentialing, provider data maintenance, rate management and contract administration for all networks. She supported responses for sales opportunities and represented the network department for client and sales meetings. Previously, Ms. Gilbert served as the Assistant Vice President of Network Operations with Beacon Health Options in Latham, NY. In this role, she oversaw provider file Maintenance, provider file configuration, and provider credentialing. Ms. Gilbert also implemented an audit function to improve provider file accuracy and led a process to reduce the initial file credentialing backlog by 45% in four months.

Prior to her work with Beacon Health Options, Ms. Gilbert served as the Vice President of provider relations at Beacon Health Options/ Valueoptions Inc. in Wixom, MI. Ms. Gilbert led and participated in internal and eternal committees including credentialing, policy and procedure, provider satisfaction, provider stakeholder, and quality management. She also led network development projects for new client implementations and specific network expansions. Ms. Gilbert designed and implemented a departmental training program for new and current staff. Ms. Gilbert earned her Master of Science Administration, Health Services at Central Michigan University.

Prior to earning her Masters Ms. Gilbert earned her Bachelor of Science, Social Work at Eastern Michigan University

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Recruiting, Hiring & Onboarding: The Competencies Needed To Build A High-Quality Provider Network Of Care

Best Practice "How-To"

Administrative Track

Richard Louis, III

Vice President West Region, OPEN MINDS

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.

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1:00 pm - 2:30 pm PT

Lunch On Your Own

Networking


2:30 pm - 3:45 pm PT

Incorporating Social Determinants Of Health Into Your Practice To Improve Patient Outcomes & Increase Reimbursement

Topical Case Study

Clinical Track

June Simmons

President & CEO, Partners in Care Foundation

June Simmons, President, and CEO of the Partners in Care Foundation has enjoyed a long career as a health care executive in hospital and home settings. Since founding Partners in 1997, June has pioneered the development and scaling of evidence-based innovative interventions for the management of medications at home, self-management of chronic conditions, coordinated care to improve health outcomes, and care transitions. Throughout her distinguished career, she has been instrumental in envisioning, creating, funding, and operating forward-looking health and social service programs that meet the mutual needs of patient populations, health care delivery networks and health plans. Her priority is sustainable patient-driven integration of care across settings, from primary care and hospital to home and community in the 21st century.

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Karin Annerhed-Harris

VP Business Development, Resources for Human Development

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Cathy Gilbert

Senior Associate, OPEN MINDS

Cathy Gilbert brings over 20 years of health care industry experience to the OPEN MINDS team. Ms. Gilbert currently serves as a Senior Associate at OPEN MINDS. Her areas of expertise include advanced project leadership skills, training development, health care processing systems, policy development, and implementation to ensure compliance with accreditation requirements.

Before joining OPEN MINDS, Ms. Gilbert served as the Vice President II, Network Development at Magellan Healthcare Inc. During her role here she directed a national team supporting network development and provider relations for Health Plan, Employer, Medicare and Medicaid provider networks for behavioral health, radiology and muscular skeletal networks. Also, Ms. Gilbert led a network operations team responsible for credentialing, provider data maintenance, rate management and contract administration for all networks. She supported responses for sales opportunities and represented the network department for client and sales meetings. Previously, Ms. Gilbert served as the Assistant Vice President of Network Operations with Beacon Health Options in Latham, NY. In this role, she oversaw provider file Maintenance, provider file configuration, and provider credentialing. Ms. Gilbert also implemented an audit function to improve provider file accuracy and led a process to reduce the initial file credentialing backlog by 45% in four months.

Prior to her work with Beacon Health Options, Ms. Gilbert served as the Vice President of provider relations at Beacon Health Options/ Valueoptions Inc. in Wixom, MI. Ms. Gilbert led and participated in internal and eternal committees including credentialing, policy and procedure, provider satisfaction, provider stakeholder, and quality management. She also led network development projects for new client implementations and specific network expansions. Ms. Gilbert designed and implemented a departmental training program for new and current staff. Ms. Gilbert earned her Master of Science Administration, Health Services at Central Michigan University.

Prior to earning her Masters Ms. Gilbert earned her Bachelor of Science, Social Work at Eastern Michigan University

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Keeping Consumers In The Equation: Best Practices In Consumer Experience & Engagement

Best Practice "How-To"

Engagement Track

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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3:45 pm - 4:15 pm PT

Raffle Drawing

Networking


4:15 pm - 5:00 pm PT

Best Practices For Success In The "Next Normal"

Keynote 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 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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8:00 am - 4:00 pm PT

The OPEN MINDS Health Plan Partnership Summit: An Assessment Of Payer Partnership Priorities In The Next Normal

Executive Summit

As we move into the post pandemic next normal of 2022, health plan priorities are being reshaped to meet new challenges of the changing health and human services landscape. Health plans are facing growing price pressure from private and public clients – and repositioning to meet that challenge through mergers and acquisitions, adopting new tech solutions, and better aligning network provider incentives. This shifting market landscape is creating new opportunities for win-win payer-provider partnerships.

For provider organization executives, understanding the dynamics of the health plans in their market is the key to creating preferred health plan relationships. The question executives are asking themselves is ‘how?’ We will explore the answer to that question in this engaging summit designed to help executives understand the new needs of payers, reposition existing service lines through payer-oriented solution marketing, and build mutually beneficial health plan partnerships.

This summit’s agenda will include a market briefing on the state of payer system realignment, informative case studies with key opinion leader executives, thought leader discussions, and interactive dialogue with attendees.

Eleanor Castillo Sumi, Ph.D., BCBA-D

Vice President of Research and Program Development, Uplift Family Services

Dr. Eleanor Castillo Sumi is Vice President of Research and Program Development at Uplift Family Services, a large behavioral health organization throughout California that serves over 35,000 children and their families annually. Dr. Castillo Sumi is responsible for expanding the agency’s business lines and developing new programs, integrating evidence-based treatments into the new programs in alignment with the agency’s clinical vision, and developing the infrastructure for implementation and sustainability of high-quality services. In the past decade she has implemented the following programs: Autism Specialty Applied Behavior Analysis, Health Homes, School-Based Intervention Teams, and a whole-person care program in partnership with a federally qualified health center (FQHC) that is now designated as a Certified Community Behavioral Health Clinic (CCBHC). Dr. Castillo Sumi a licensed psychologist in California and Hawaii and Board-Certified Behavior Analyst with a wide depth and breadth of experiences in the delivery of mental health services to youth and families. In the area of school mental health, her experience includes an emphasis in training and consulting services with school district personnel on School-Wide Positive Behavior Interventions and Supports (SW-PBIS) and Multi-Tiered Systems of Supports (MTSS). Her practice in mental health, behavioral issues and strategies has led her to work with children with autism spectrum disorder, youth in the juvenile justice system, and to manage a personal business venture.  Previously, she was the Best Practices Specialist for the State of Hawaii Child and Adolescent Mental Health Department. Today, she serves as the agency’s subject matter expert in evidence-based treatment. Dr. Castillo Sumi had an earlier incarnation at EMQFF as Corporate Compliance Officer and Outcomes and Quality Assurance Director. She obtained her Ph.D. in Clinical Psychology from Pacific Graduate School of Psychology at Palo Alto University, a program accredited by the American Psychological Association, where she was awarded Dissertation of the Year among her graduating class.

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Eric C. Hunter

President & Chief Executive Officer, CareOregon

Eric C. Hunter is the President and Chief Executive Officer of CareOregon, based in Portland, Oregon. Prior to joining the team at CareOregon, Eric was the COO of Boston Medical Center HealthNet Plan which serves Medicaid, Medicare, and Commercial members in Massachusetts and New Hampshire. Previously, he has held Executive positions with Schaller Anderson, Centene, and ValueOptions Behavioral Health. State government experience includes positions in the Oklahoma Governor’s office and with the Oklahoma Health Care Authority. Eric studied Petroleum Engineering at the University of Tulsa, earned a Bachelor’s degree in Business Administration from St. Leo University, and a Masters of Business Administration from Northeastern University.
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Peter J. Davidson

Chief Executive Officer, Windstone Health Services

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Cathy Gilbert

Senior Associate, OPEN MINDS

Cathy Gilbert brings over 20 years of health care industry experience to the OPEN MINDS team. Ms. Gilbert currently serves as a Senior Associate at OPEN MINDS. Her areas of expertise include advanced project leadership skills, training development, health care processing systems, policy development, and implementation to ensure compliance with accreditation requirements.

Before joining OPEN MINDS, Ms. Gilbert served as the Vice President II, Network Development at Magellan Healthcare Inc. During her role here she directed a national team supporting network development and provider relations for Health Plan, Employer, Medicare and Medicaid provider networks for behavioral health, radiology and muscular skeletal networks. Also, Ms. Gilbert led a network operations team responsible for credentialing, provider data maintenance, rate management and contract administration for all networks. She supported responses for sales opportunities and represented the network department for client and sales meetings. Previously, Ms. Gilbert served as the Assistant Vice President of Network Operations with Beacon Health Options in Latham, NY. In this role, she oversaw provider file Maintenance, provider file configuration, and provider credentialing. Ms. Gilbert also implemented an audit function to improve provider file accuracy and led a process to reduce the initial file credentialing backlog by 45% in four months.

Prior to her work with Beacon Health Options, Ms. Gilbert served as the Vice President of provider relations at Beacon Health Options/ Valueoptions Inc. in Wixom, MI. Ms. Gilbert led and participated in internal and eternal committees including credentialing, policy and procedure, provider satisfaction, provider stakeholder, and quality management. She also led network development projects for new client implementations and specific network expansions. Ms. Gilbert designed and implemented a departmental training program for new and current staff. Ms. Gilbert earned her Master of Science Administration, Health Services at Central Michigan University.

Prior to earning her Masters Ms. Gilbert earned her Bachelor of Science, Social Work at Eastern Michigan University

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Richard Louis, III

Vice President West Region, OPEN MINDS

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.

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1:00 pm - 4:30 pm PT

How To Develop A Successful Marketing Plan: The OPEN MINDS Seminar On Marketing Strategy

Executive Seminar

*This seminar will also be presented virtually on Monday, August 23 at 10:00am PT.

A winning marketing plan is a business necessity that every health and human service organization needs – particularly in today’s changing market. However, creating a marketing plan can be a daunting task amidst the shifting environment. In this essential seminar, we will walk through the steps needed to design a successful marketing plan based on your organization’s strategic goals. The following key components will be discussed:

  • Key steps to building a successful marketing strategy and comprehensive plans
  • Essential components to developing a marketing budget, including revenue forecasting, expense budgets, and return on investment
  • Case studies on successful marketing plan development and implementation

Timothy Snyder, Jr.

Chief Marketing Officer, OPEN MINDS

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.

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Emily Korns, MBA, RDN

Vice President, Business Development, OPEN MINDS

Emily Korns, MBA, RDN brings nearly 20 years of health care marketing and communications experience to OPEN MINDS. Having started her career as a Program Manager for the Allegheny County Health Department where she developed and delivered behavior change and education programs designed to prevent chronic disease in vulnerable populations throughout greater Pittsburgh, PA, Ms. Korns brings a similar focus on population health, wellness, and nutrition expertise to OPEN MINDS.

Most recently, Ms. Korns was the Director of Communications and Marketing for Conemaugh Health System in Johnstown, PA, part of Duke Lifepoint Healthcare, where she led marketing communications for the health system’s four hospitals, outpatient clinics, and 40+ physician practices. Ms. Korns managed, executed, and measured the ROI of the department’s $1.4 million budget and served on the executive leadership team. During her tenure with the health system, Ms. Korns directed external media relations, internal communications strategies, and executed digital and social media, advertising, and sponsorship campaigns focused on consumer access. Ms. Korns implemented service line launches, regional expansion projects, and organization change initiatives that led to revenue and EBITDA growth exceeding budget targets.

Prior to her time with Conemaugh Health System, Ms. Korns served as the Global Corporate Affairs Learning & Development Director for Mars Inc. in McLean, VA where she led learning and development initiatives for a 550-person global team. In this capacity, Ms. Korns identified opportunities to build employees’ skills and capabilities through data analysis and designed custom training solutions using virtual platforms to deliver content to a globally dispersed workforce. Ms. Korns also served as the Team Business and Effectiveness Manager for the Global Corporate Affairs Leadership Team, driving alignment around global strategic initiatives, and managing an operational budget of $34 million. Ms. Korns organized high impact, worldwide meetings designed to align diverse teams around global strategy.

In her role as Mars North America Health & Nutrition Communications Manager, Ms. Korns managed public relations and nutrition stakeholder engagement for Mars North America, including CocoaVia®, Seeds of Change®, World of Grains®, Uncle Ben's®, Marathon® and Dove® chocolate brands. She collaborated internally and externally on nutrition transparency and responsible marketing initiatives and sat on national food policy committees.

Ms. Korns also served as the Associate Director of Communications for Nestlé Nutrition North America (Gerber Products Company). In this role, Ms. Korns managed public relations, social media, and issues management for the Gerber® brand. Ms. Korns worked on new product launches and line extensions and served on the global team responsible for the first social media policy at Nestlé. Additionally, she was responsible for stakeholder engagement related to the Nestlé Feeding Infants and Toddlers (FITS) study.

Ms. Korns received a Bachelor of Science Degree in Nutrition from the University of Pittsburgh, a Master of Business Administration from the Joseph M. Katz Graduate School of Business at the University of Pittsburgh, and earned a Certificate of Graduate Studies from the Gerald J. and Dorothy R. Friedman School of Nutrition Science and Policy - Tufts University. Ms. Korns is also the owner and founder of Uptown Works, LLC, a coworking center located in rural Somerset, PA.

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7:00 am - 10:00 am PT

How To Optimize Technology: An OPEN MINDS Seminar On Getting The Most Value From Your Technology Investments

Executive Seminar

VIRTUAL ONLY

*This seminar will also be presented in-person on Monday, August 23 at 1:00pm PT.

 
As technology becomes increasingly essential and the range of available technologies and tech-enabled functionality is rapidly growing, organizations are spending more on tech investments. Unfortunately, tech investments often fall short of meeting expectations. However, with proper planning and staff engagement, organizations can position themselves to optimize the value of their tech investments.

In this session, Joseph P. Naughton-Travers, EdM, Senior Associate at OPEN MINDS, will discuss what needs to be addressed to ensure your organization is on the path to maximizing your tech investment, including:

  • How to evaluate new technologies for your organization
  • Engaging staff in a best practice technology evaluation process
  • Determining anticipated financial and non-financial return-on-investments for the selected technology
  • Go or No-Go: Moving beyond pilot to full implementation
  • Ensuring implementation success

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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