Institute Agenda


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Day One Monday August 24
Day Two Tuesday August 25
Day Three Wednesday August 26
12:00 pm - 1:00 pm EDT

The Path From Behavioral Health Carve-Out To Integration

Keynote Address

Sponsored by Credible Behavioral Health Software

MaryAnne Lindeblad

State Medicaid Director, Washington State Health Care Authority

MaryAnne oversees the Washington Apple Health (Medicaid) program, which serves more than 1.8 million Washington residents. The executive leaders for HCA’s Medicaid Eligibility and Community Support division and Medicaid Program Operations and Integrity division report to MaryAnne. MaryAnne serves on the executive committees of both the National Association of Medicaid Directors and the National Academy for State Health Policy. She also chairs the Centers for Medicare and Medicaid Services (CMS) Managed Care Technical Advisory Committee.

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1:15 pm - 2:15 pm EDT

Best Practice Models For Collaborative Care: Coordination Between Health Plans & Provider Organizations

One-On-One Interviews

The field is moving from talk to action on value-based reimbursement (VBR) and health plan/provider partnerships. This change brings the need for more mature (and integrated) relationships between health plans and provider organizations. The challenge for provider organization executives and their teams is to form the necessary "partner relationship" with payers. What are the keys to forging payer relationships? Approaches may vary, but bringing data to the table when working with payers; committing to an integrated, community-based approach; and knowing exactly what your costs are and the value you can offer in the relationship are fundamental.

This session will focus on:

  • Best practices in building payer relationships
  • Metrics measured to monitor partnership outcomes
  • Case study presentations from organizations that will share their models in successful collaborations

Jim Coffee, MPA

Chief Operating Officer/Deputy Director, Cowlitz Family Health Center

Jim began his career in health care as an X-Ray Tech, moving into Medical 4 Practice Management in 1984. After relocating to the Boston area he joined Greater Lawrence Family Health Center as their CIO in 1994, in 2004 after completing his Masters in Public Administration Jim moved to Astoria Oregon to become the CEO of the Federally Qualified Health Center there. When the opportunity presented itself to join Cowlitz Family Health Center Jim began working in Longview as Chief Operating Office and Deputy Director in 2015. Jim oversees the daily operations of Family Health Center’s seven medical/dental clinics and three Substance Use Disorder Treatment sites.  Jim is the senior manager on site at FHC’s Harm Reduction Program, talking with clients and providing training on the use of Naloxone and fentanyl testing kits. As part of the team that manages the Syringe Services Program, Jim has been the point person in the expansion of services in that program including disease testing and prevention, family planning, and wound care. FHC began offering primary care MAT at their 14th Avenue clinic in June 2018 and to the Syringe Services Program as a super low barrier entry point. Family Health Center currently has 9 primary care provider waivered to prescribe MAT. Jim works very closely with the FHC Medical Director in the design and operation of FHC’s MAT Program.

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Susan Foster, MSN, FNP-BC

Chief Medical Officer, Hill Country Health and Wellness Center

Susie Foster, a Board Certified Family Nurse Practitioner, has been treating patients at Hill Country Health and Wellness Center since August 2011 and has been the Chief Medical Officer since 2016.  Before studying to be a Nurse Practitioner, Susie worked for 6 years as a Pediatric and Emergency Room nurse in Redding.  Susie has a Bachelor of Science in Nursing from University of San Francisco and a Master of Science in Nursing with specialization as a Family Nurse Practitioner from Sonoma State University.  Susie has traveled to Guatemala, Haiti, Nicaragua and Sierra Leone to work in medical clinics delivering healthcare to underserved villages.

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Margaret Kisliuk, J.D., MPP

Behavioral Health Administrator, Partnership HealthPlan of California

Margaret Kisliuk has extensive experience in the public health care system, including administrative positions with both San Francisco and Marin Counties as well as work with the New York City Medicaid Plan (MetroPlus) and currently with Partnership HealthPlan of California.  Positions included serving as acting Mental Health and Substance Use Director; acting Public Health Director; and Sacramento lobbyist.

Margaret currently serves as Behavioral Health Administrator for Partnership HealthPlan of California, overseeing the mental health benefit for all PHC members (through contracts with Beacon Health Options and Kaiser Health Systems) and developing the Plan’s addiction services benefit.  Immediately prior to this, she was Executive Director for the Northern Region of Partnership HealthPlan, encompassing 7 Northern rural counties, administering the startup of Medi-Cal managed care in these counties.

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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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Making It Painless! Best Practice Models For Streamlining Authorizations & Continued Stay Reviews

Rapid-Fire How-to

In the expanding world of managed care and medical - behavioral integration, authorizations for care can be confusing, time consuming, and frustrating. Prior authorizations, concurrent reviews, retrospective reviews and appeals all have different processes. Reviewers may vary by health plan and Managed Behavioral Health Organizations (MBHO). There can be variations in Level of Care (LOC) guidelines and there can be opportunities for obtaining a "preferred" status to reduce the level of authorization effort.

This "how-to-session" will focus on:

  • Understanding the payers' motivations
  • Best practices on easing the pain, streamlining the process, and handling denials
  • What is being reviewed and why

Sharon Hicks

Senior Associate, OPEN MINDS

Sharon Hicks, OPEN MINDS Senior Associate, has more than 20 years of experience in the health and human service field.  She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division.   Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization.  She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.

Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work.   Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburgh. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.

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How To Build Value-Based Payer Partnerships: Best Practices In Marketing, Negotiating, & Contracting With Health Plans

Knowledge Partner

Sponsored by Qualifacts Systems, Inc.

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

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

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

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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2:30 pm - 3:30 pm EDT

Metrics Management For Business Development & Sustainability

Rapid-Fire How-to

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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Virtual Health: How To Expand Access & Build A Seamless Consumer Experience

Executive Roundtable

Sponsored by Netsmart

The consumer experience in behavioral health is shifting. Care that once took place in a physical location is now occurring in a variety of virtual settings. Organizations are leveraging technology to create a personalized experience that helps consumers find and access the care they need, at the time and place that's right for them. As these technologies are gaining adoption, providers need to support these programs by building the internal capacity to expand access and to effectively manage the scheduling process.

In this session, attendees will:

  • Best practices for incorporating virtual care into your "brick and mortar" organization, and what you need to know and do to ensure reimbursement
  • Adapting workflow processes for scheduling, obtaining consumer consent, emergency intervention and communications between providers, consumers, and schedulers
  • Hear from organizations that have successfully implemented virtual care programs and how they have addressed rapid access to care

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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Diego Garza, MD, MP

VP of Strategy and Innovation and Director of Telehealth, MindPath Care Centers

Diego Garza, MD, MPH is the VP of Strategy and Innovation and Director of Telehealth for MindPath Care Centers. Dr. Garza earned his medical degree from el Tecnologico de Monterrey, the #1 school of medicine in Mexico. After that, he pursued a master’s degree in public health at Gilling’s School of Global Public Health at the University of North Carolina at Chapel Hill, ranked #2 in the nation in the field. In his initial role as the Director of Telemedicine starting in 2017, he developed and implemented a telepsychiatry program that now employs over 150 providers and sees more than 800 patients per wday, placing this program as the largest telepsychiatry/ teletherapy program in the state of North Carolina. His work at MindPath Care granted him the North Carolina Health Care Hero 2018 award, given by the Triangle Business Journal to healthcare professionals that are committed to increasing the quality of services offered to the NC population as well as the Triangle Business Journal 40 Under 40 who recognizes young talent for their leadership in their organizations and their involvement with the community.

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George Kolodner, M.D.

Founder and Medical Director, Kolmac Outpatient Recovery

George Kolodner, M.D., is the designer of the first intensive outpatient addiction treatment program in the country. For over 40 years, he has served the people of the Maryland and D.C. area.

Dr. Kolodner’s specialization lies within substance use disorders. Currently, he serves as medical director and chief innovation officer for Kolmac Outpatient Recovery Centers. They specialize in detox, medication assisted treatment (MAT), rehabilitation, and continuing care.

In addition to his work with Kolmac, Dr. Kolodner serves as a Clinical Professor of Psychiatry at both the University of Medicine and Georgetown University. Dr. Kolodner has a Medical Degree from the University of Rochester. His residency in Psychiatry was held at Yale University.

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Shawn Brooks

Executive Director, Special Projects, Cenerstone

Shawn Brooks is the Executive Director of Special Projects and Initiatives. In his role, he will lead a number of special projects and support Centerstone’s strategic business units, shared services and Centerstone Solutions, the employee assistance program.

Shawn has worked in the nonprofit arena for 20 years and joined Centerstone over 10 years ago. He has held a variety of leadership roles at Centerstone, most recently serving as project management specialist and leading continuous quality improvement projects, strategic planning projects, affiliations and growth related projects.

Shawn graduated from Austin Peay State University with a B.A. in Psychology and minor in business management, as well as Claremont Graduate University with an M.A. dual concentration in program evaluation and developmental psychology. He is also a certified Project Management Professional (PMP).

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3:45 pm - 4:45 pm EDT

Open Forum On Portfolio Management & Service Line Development For Sustainability

Executive Roundtable

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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Patrick Maynard, Ph.D.

Chief Executive Officer, I Am Boundless, Inc.

Patrick Maynard, PhD is the CEO/President for Boundless. With experience working on both a National level (United Cerebral Palsy) and at a statewide regional level in Ohio and Illinois, Dr. Maynard’s goal is to always create the best possible services and systems to support people with disabilities. Qualities that drive the development of his teams and their programs include a high standard of Care, Integrity, Innovation, and Creativity.

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Luanne Welch

President and Chief Executive Officer, Easterseals UCP North Carolina & Virginia

Luanne Welch is the President and Chief Executive Officer of Easterseals UCP North Carolina & Virginia. Throughout her career, her passion has been helping children and adults living with disabilities and their families achieve better days and live their best possible life. With more than 35 years of experience in the non-profit field, she and her teams have touched thousands of lives. A lifelong learner, Luanne’s breadth of knowledge is far-reaching. Luanne is skilled in program development, leadership talent development and market-centric strategy. Her expertise is reorganizing financially challenged organizations; bringing them to a stable, yet vibrant position and situating them for sustained growth.

In her five years at Easterseals UCP North Carolina & Virginia as well as her seven years at Easterseals South Florida, she facilitated turnarounds by recruiting and developing highly engaged and courageous board champions. Luanne works side-by-side with her board members, preparing them to make clear, tough decisions and encouraging them to take action. During her three-year tenure at Easterseals National Headquarters, she supported successful organization turnarounds of seven affiliates and facilitated strategic reorganization for two affiliates.

As an experienced non-profit leader, Luanne is a successful relationship builder across all stakeholders: staff, volunteers, donors, public and private payers, corporate leaders, provider networks and community influencers. She serves on the National Easterseals Affiliate Leadership Council (ALC) and the National Easterseals Board’s Affiliate Relations Committee (ARC). She also serves on the Board of Trustees of Benchmarks NC, and is Board Secretary of i2i Center for Integrative Health. An NC State University graduate and an avid Wolfpack fan, Luanne resides in Raleigh with her
husband Mike, is a proud

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Mark G. Mishek

President and CEO, Hazelden

Mark G. Mishek is a Minnesota native with extensive executive-level experience in health care. Mishek was named President and CEO of Hazelden in August 2008 by the Hazelden Board of Trustees and officially assumed thisrole in November 2008. With the merger of Hazelden and the Betty Ford Center in February 2014, Mishek became President and CEO of the newly-formed Hazelden Betty Ford Foundation.

Mishek's career in health care spans 30+ years. He came from the Allina Hospitals & Clinics system, where he held various senior positions, including President of United Hospital of St. Paul, Executive Vice Presidentfor Law & Public Affairs and General Counsel, and Corporate Secretary.

"The Hazelden Betty Ford Foundation is an outstanding organization with a rich legacy and a bright future," said Mishek. "I am honored and grateful each day to lead such a highly respected, mission-driven company. Ourorganization truly is an international leader in helping people sustain lifelong recovery to addiction to alcohol and other drugs. I'm excited to continue to build upon our strong foundation, started over 60 years ago, to assure that the message of hope andrecovery reaches the broadest possible audience."

Mishek earned a B.A. degree with high honors from the University of Minnesota and a J.D. degree with honors from the University of Minnesota Law School. He is the former chair of the St. Paul Area Chamber of Commerce.He is a past board member of Portico Healthnet, Capital City Partnership and ClearWay Minnesota.
He lives with his family in St. Paul and is in long-term recovery from the disease of addiction.

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12:00 pm - 1:00 pm EDT

Housing Is Health Care: A Post-Pandemic Look At Integrating Social Determinants Of Health

Keynote Address

Sponsored by Netsmart

Andy McMahon

Vice President, Health & Human Services Policy, UnitedHealthcare Community & State

Andy McMahon is the Vice President of Health and Human Services Policy at UnitedHealthcare Community & State. UnitedHealthcare Community & State proudly serves nearly 6.4 million Medicaid members in 31 states, plus Washington D.C. UnitedHealthcare is a division of UnitedHealth Group, a 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 his current role, Andy focuses on integrating and collaborating across an array of public systems to provide better care at lower costs for populations with complex health needs. Andy works with UnitedHealthcare’s Medicaid managed care plans and the myConnections™ team, employing a multi-pronged strategy including policy/systems reform, partnership building, impact investments, and data analytics to better support our members. Andy’s programmatic portfolio includes work in affordable and supportive housing, human services, justice-involved populations and child welfare.

Prior to joining UnitedHealthcare, Andy worked at the Corporation for Supportive Housing (CSH) for 15 years, most recently as the Vice President for Policy and External Affairs. At CSH, Andy led an array of national, state, and local efforts to align systems and integrate resources to create supportive housing opportunities for vulnerable populations. Andy also led CSH's work to develop Pay for Success and impact investing models for supportive housing.

Prior to CSH, Andy held positions in both state and local government, as a lobbyist for state housing and community development agencies in Washington, D.C., and helped found and was the first executive director of a non-profit housing organization in Minnesota.

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1:00 pm - 2:30 pm EDT

Part 1: The New CFO Challenge: An OPEN MINDS Seminar On Becoming Your Organization’s Strategic Leader In A Changing Market

Executive Seminar

Managing for profitability as your organization moves through value based transformation is the new key to long term sustainability. Success with value-based reimbursements that reward outcomes instead of inputs require changes to traditional care team and operational aspects of health care delivery. It changes the role of the CFO from steward of operations to a builder of a stronger more modern care delivery system. How is the c-suite responding to these new demands to ensure ongoing success within the complex care realm?

In this seminar, Ray Wolfe, Senior Associate, OPEN MINDS, will address the changing roles of the finance department & staff reorganization.The following topics will be the focus of this seminar:

  • Unit pricing / episode bundling
  • Value based contract negotiation
  • Flexible budgeting
  • Determining financial risk tolerances
  • Evaluation of market opportunities – from risk adverse to catalyst for growth

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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1:15 pm - 2:15 pm EDT

The Future Of Care – What You Should Be Thinking About Now

Knowledge Partner

Sponsored by Netsmart

Care delivery is evolving, especially throughout the past several months as providers were forced to pivot their in-person services amid a newly virtual world. In light of regulation changes, private equities investments into the space and different approaches to care, what should your healthcare organization keep in mind as they continue adapt and adjust to best serve their communities’ needs. Learn more about what industry leaders and executives are keeping top of mind in order to remain competitive, efficient and person-centered.

Topics and speakers include:

  • C-suite technology insights in the era of COVID
  • Home-based care: Practical strategies to implement now to be ready
  • Workforce management in the era of virtual and mobile care delivery

Mike Dordick

President, McBee & SVP Of Post-Acute Strategy & RCM, Netsmart

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Danielle Ross

vCIO, Netsmart

Danielle has over 17 years of experience working in leadership and consulting roles within the behavioral healthcare system and in post-secondary education in the state of Virginia. Roles include CIO, COO, Director of Quality and Compliance and Director of Education for various organizations. Her experience includes service delivery leadership for intellectual/developmental disorders, mental health and addiction treatment organizations. She is a sought-after advisor for helping organizations align their strategic initiatives and organizational operations. In addition, Danielle is often called upon to provide leadership and staff development training and consultation services for organizations across the Unites States.

She currently serves as a virtual CIO/COO and Leadership Advisor for over 40 organizations across the United States. Danielle is passionate in her work leading organizations to stability and performance, while also cultivating healthy and positive work cultures. As a skilled speaker and presenter, Danielle provides workshops and keynote presentations for a variety of conferences and events each year in addition to her work with the Netsmart Learning Services and Open Minds as a panelist for webinars and author of multiple blog series.

Danielle is a qualified Intellectual Disabilities Professional and a qualified Mental Health Professional. She also received the Noftsinger Leadership Award.

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Matthew Arnheiter

Sr. Vice President, Innovations, Netsmart

Matthew is responsible for leading innovation initiatives…solutions that can be used near-term but also with an eye toward new paths for healthcare in the future. Some of his current efforts focus on telecollaboration, integrated “whole person” care that encompasses both physical and mental health, data visualization, user experience, and knowledge management.

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Navigating Health Plans: Keys To Developing Long Term Relationships

Executive Roundtable

Join our panel with extensive experience working with and for health plans for an open discussion on what it takes to develop long term relationships with health plans. They will share their perspectives, recommend tactics, discuss best practices and answer your questions on building and maintaining relationships for the long haul.

Deb Adler

Senior Vice President, Network Strategy, Optum Behavioral Health

Deb Adler is senior vice president of network services for Optum’s behavioral health business. She joined the company in 2008 and is currently responsible for coordinating all recruitment, credentialing and contracting for a network of over 80,000 providers, assuring members have access to quality providers and a broad continuum of care. With a team of over 300 staff, Deb has facilitated innovative network programs, including implementing tele-psychiatry programs to address member access needs and developing credentialing and operational requirements to incorporate peer- and family-run organizations as part of the array of network services.

Using her background in statistics, Deb began her career in behavioral health as a program evaluator and quality director in two state-run psychiatric centers.  Since entering the managed behavioral health care field 15 years ago, she has worked in a variety of capacities including network executive, quality management executive and chief operating officer.   She has a Master's degree in educational psychology and evaluation from Catholic University of America and is a Certified Professional in Health Care Quality (CPHQ).

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Robert Ciaverelli

Behavioral Health Medical Director, CareFirst

Dr. Robert Ciaverelli is currently the behavioral health medical director for CareFirst, and is responsible for the medical leadership decesions for all of the members CareFirst serves. Prior to his role here, he served in a similar fashion for greater than 15 years as Magellan Behavioral Health’s medical director also in part serving the 3.5 million lives of CareFirst membership, in addition to the total 65 million Magellan Commercial lives as Magellan’s AftrHrs medical director.

Dr. Ciaverelli had an active 30 year psychiatric practice too, focusing on adult psychiatry, specializing in mood and substance disorders. He has published in the Journal of Addiction Medicaine on the barriers to setting up an Office Based Opioid Practice.

Dr. Ciaverelli was graduated from George Washington University with Phi Beta Kappa honors, George Washington School of Medicine, and Sheppard Pratt Psychiatric residency program.

Dr. Ciaverelli has resided in the Roland Park neighborhood of Baltimore for the past 30 years and has developed many close friends and “Smalltimore” people-network connections. He is married for the same amount of time with one son graduated from Savannah College of Arts and design, and a daughter a Junior at Washington University in St. Louis. His time is mainly spent with his better half Susan, who is an advertising maven collecting a Clio along the way, their 2 rescue dogs, and playing tennis, socializing, and besting others at their weekly Trivia night.

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Katherine Knutson

SVP United Health Group, CEO Optum Behavioral Care,

Katherine Hobbs Knutson, MD MPH is a Senior Vice President at United Health Group and CEO of Optum Behavioral Care.  She is an Adult and Child Psychiatrist and adjunct Assistant Professor at the Duke University School of Medicine.  Through Optum Behavioral Care, Katherine is redesigning behavioral health care delivery, creating a scalable model to improve efficiency, quality, and access.  Prior to Optum, Katherine was the Chief of Behavioral Health and Blue Cross North Carolina, and drove value transformation through integrated care, quality improvement, and development of alternative payment models for behavioral health.  At Duke Health, she practices in integrated care settings treating individuals with serious mental illness and substance use disorders. Katherine was the Chief Medical Officer at Alliance Behavioral Healthcare (2017-18), Director of Community Psychiatry at the Children’s National Health System (2014-15), and Associate Medical Director for Psychiatry for the Massachusetts Medicaid program (2013-14). She has conducted health services research on psychiatry telephone consultation programs, behavioral health predictive modeling, and care management interventions that incorporate peer and family support.

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George Kolodner

Founder and Medical Director, Kolmac Outpatient Recovery

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Ann O'Grady

Chief Clinical Officer, New Directions Behavioral Health

Ann O’Grady is the chief clinical officer for New Directions Behavioral Health. In this role, Ann is responsible for the clinical, member services and network operations departments.

Ann has two decades of experience in behavioral health leadership working with healthplan and employers, where her focus has been in the areas of clinical innovation, member engagement and provider delivery system solutions.   Current projects include access to care initiatives, case management services, and provider performance initiatives.

Prior to joining New Directions, Ann worked for Optum and Beacon Health Options in clinical leadership roles.  Ann holds a master’s degree in social work (EAP concentration) from the University of Maryland and a bachelor’s degree from Loyola University. She is a licensed clinical social worker and has Six Sigma Green Belt and Lean certifications.

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4 Tools For Improving Client Engagement In The Era Of COVID-19

Product Demonstration

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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2:15 pm - 2:30 pm EDT

Preparing For The New Normal: What’s Keeping Executives Up At Night? A Conversation With David Klements, Chief Executive Officer, Qualifacts

CEO Conversation

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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David Klements

President & CEO, Qualifacts Systems Inc.

David Klements joined Qualifacts in 2007, when he immediately began the process of transitioning the growing technology startup to the marketing-leading SaaS EHR for behavioral health and human services providers that it is today. During his tenure he has led Qualifacts through recapitalizations in 2014 and 2019, as well as overseeing 1000% growth in the company’s customer base, a record which landed  Qualifacts on the INC 5000 list of America’s fastest-growing companies three years in a row.

Prior to Qualifacts, David spent 19 years in management positions that included Vice President of SunGard Availability Services and General Manager of Inflow, which was later acquired by SunGard.

“I recognized the potential Qualifacts had, through our CareLogic EHR platform, to change how behavioral health and human services providers operate,” Klements says. “Over the years we have been able to grow alongside those providers, giving them the tools they need to operate efficiently, capture revenue more quickly and improve and expand the valuable and much-needed services they provide their clients.”

Klements is a graduate of the University of Wisconsin, and also has completed programs at the University of Madrid in Spain and the Kellogg School of Management at Northwestern University. He has served on the Board of Directors of the Nashville Entrepreneur Center and was recognized with the 2011 NEXT Entrepreneur of the Year award.

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2:30 pm - 3:30 pm EDT

Best Practices For Community Reintegration: From Custody Back To The Community

One-On-One Interviews

When re-entering the community, most offenders face significant social adaption issues that can have a negative impact on their family relationships, their ability to find jobs or housing, or to get a formal education. Unless they receive help coping with these issues, they risk getting caught up in a vicious cycle of reoffending, reconviction, and social rejection.

In this session, we will discuss:

  • Best practices in designing models for community reintegration
  • Developing and managing critical outcomes for success
  • Case study presentations from organizations successfully managing community reintegration programs

Richard Louis, III

Senior Associate, 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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Andy McMahon

Vice President, Health & Human Services Policy, UnitedHealthcare Community & State

Andy McMahon is the Vice President of Health and Human Services Policy at UnitedHealthcare Community & State. UnitedHealthcare Community & State proudly serves nearly 6.4 million Medicaid members in 31 states, plus Washington D.C. UnitedHealthcare is a division of UnitedHealth Group, a 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 his current role, Andy focuses on integrating and collaborating across an array of public systems to provide better care at lower costs for populations with complex health needs. Andy works with UnitedHealthcare’s Medicaid managed care plans and the myConnections™ team, employing a multi-pronged strategy including policy/systems reform, partnership building, impact investments, and data analytics to better support our members. Andy’s programmatic portfolio includes work in affordable and supportive housing, human services, justice-involved populations and child welfare.

Prior to joining UnitedHealthcare, Andy worked at the Corporation for Supportive Housing (CSH) for 15 years, most recently as the Vice President for Policy and External Affairs. At CSH, Andy led an array of national, state, and local efforts to align systems and integrate resources to create supportive housing opportunities for vulnerable populations. Andy also led CSH's work to develop Pay for Success and impact investing models for supportive housing.

Prior to CSH, Andy held positions in both state and local government, as a lobbyist for state housing and community development agencies in Washington, D.C., and helped found and was the first executive director of a non-profit housing organization in Minnesota.

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Tommie Baines

Probation Director, Los Angeles County Probation Department

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Accreditation — A Path To Success

Knowledge Partner

Sponsored by Streamline Healthcare Solutions

A decision to pursue accreditation reflects health care leadership’s commitment to provide high quality patient care with a safety focus. Accreditation standards are developed collaboratively with health care providers and industry experts together with consumer feedback. Standards are supported by evidence based scientific literature and industry consensus aimed at assisting health care organizations with improving overall performance. As health care becomes increasingly consumer driven, ensuring quality, safety and cost effectiveness are maintained is important to overall success and sustainability of the organization. This presentation will provide an overview of the behavioral health accreditation landscape and why it has become an integral part of health care delivery.

Agenda:

  1. What are the prevalent behavioral health accrediting bodies?
  2. Why is accreditation important?
  3. How do organizations achieve accreditation?

Jacqueline Gacek RN MS

Director of Quality, Streamline Healthcare Services

Jacqueline Gacek RN MS is a regulatory and accreditation consultant. In that role, she works with hospitals and healthcare programs nationwide to support them in achieving and maintaining Joint Commission accreditation and CMS compliance. As an independent consultant, she provides technical assistance on standards and the survey process. Additionally, she conducts training, gap analysis, and mock surveys. She is experienced in developing and monitoring action plans to remedy regulatory and accreditation non-compliance.

Ms. Gacek has more than 30 years of healthcare management experience and has been consulting since 2013. She served for 8 years as Director of Quality & Risk Management and a senior leader for a freestanding psychiatric hospital providing inpatient, outpatient, and partial hospitalization services. Her responsibilities included regulatory compliance, health information management, utilization management, risk management, outcomes measurement, and performance improvement.

Ms. Gacek has also held a variety of leadership positions in managed care including Operations Administrator, Director of Government Programs, and Director of Resource Management. Her experience also includes technology implementation assistance in the healthcare setting.

Ms. Gacek is a registered professional nurse in the state of New York with a master’s degree in health systems administration from Rochester Institute of Technology.

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2:45 pm - 4:15 pm EDT

Part 1: Aligning Your Board To The New Sustainability Challenge: An OPEN MINDS Seminar On Non-Profit Management

Executive Seminar

As the health care industry faces extreme disruption in the wake of COVID-19, board members and executives must work together to understand the changing market and map a plan for recovery and resilience. This timely seminar will focus on:

  • How the disruption in the health and human service market is creating new challenges and opportunities for non-profit providers
  • The changing role of the board in a time of recovery
  • Opportunities for special stimulus funding in a recession

George Braunstein, RN, FACHE

Senior Associate, OPEN MINDS

George Braunstein, FACHE has 40 years of experience in the health and human service industry, leading both private and public organizations – in institutional and ambulatory settings.

While working with OPEN MINDS Mr. Braunstein has completed an array of projects. From strategic planning for Intellectual and Developmental Disability and Brain Injury services, to mergers and acquisitions, Mr. Braunstein is comfortable tackling challenges in any health and human service environment. He has experience with multi-agency networks and recently has served as the head of Delaware State Hospital. Mr Braunstein has provided them with stability and direction as they determine the future of their business.

Prior to joining OPEN MINDS, Mr. Braunstein served as Executive Director of the Fairfax-Falls Church Community Services Board (CSB) in Fairfax, Virginia, which provides community-based mental health, substance abuse and developmental disabled services. During his six-year tenure with the CSB, which had a $150+ million budget and over 1,200 employees, he both reduced the budget and increased service access. Mr. Braunstein also developed the organization’s first fully integrated service model that is combining mental health, substance use treatment and primary care services.

Before his role in Fairfax County, Mr. Braunstein was the Executive Director of the Chesterfield County CSB. In his eight years in that role, he restructured management to flatten the organization, which improved both service and budget performance and eliminated a $1.5 million deficit with no reductions in staff.

Mr. Braunstein also served as the Executive Director of Behavioral Health for Aurora Health Care in Milwaukee – the largest integrated health care system in Wisconsin with 13 hospitals, 20,000 employees and $1.5 billion in annual revenues.  He was responsible for management of all aspects of a $40 million dollar, 800-employee multi-site integrated behavioral health service delivery system.  And, Mr. Braunstein brings managed care experience to the OPEN MINDS team, having served as the director of behavioral health for Family Health Plan Cooperative, a Wisconsin HMO.

Well respected in the behavioral health community, Mr. Braunstein is a fellow with the American College of Healthcare Executives (ACHE) and has served on several boards of local and national associations. He has previously been involved with organizations such as the SAMHSA National Leadership Council, the National Association of Community Behavioral Health, the Virginia Association of Community Services Board, and the Hilliard House.

Mr. Braunstein is a certified clinical specialist in adult psychiatry and is a licensed advanced practice nurse practitioner in the state of Wisconsin. He received his Master of Science in Community Mental Health Nursing and his Bachelor’s in Nursing from the University of Wisconsin-Milwaukee. He also earned a Bachelor’s degree in History Education from Rockford College.  In continuing education, Mr. Braunstein completed psychotherapy training from the Family Studies Center at Northwestern University and the University of Virginia Senior Executive Leadership Institute.

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Anthony Zipple, Sc.D., MBA

Senior Associate, OPEN MINDS

Anthony M. Zipple, Sc.D., MBA, brings over 40 years of strategic development and leadership coaching experience to the OPEN MINDS team. Dr. Zipple currently serves as a Senior Associate, leading projects related to rehabilitation services, building and operating community services, leadership development, and community behavioral health services.

Prior to joining OPEN MINDS, Dr. Zipple served as the President and Chief Executive Officer for Centerstone of Kentucky, in Louisville, Kentucky. In this role, Dr. Zipple was Responsible to the Board of Directors and Centerstone of America for all fiscal, strategic, and operational aspects of the organizations. With a budget of $125 million and management responsibility for an additional $70 million of services, CKY employed more than 1,800 staff and serves more than 36,000 persons each year. Dr. Zipple successfully led the merger with Uspiritus, a $20 million provider of children’s residential and foster care services, as well as a successful affiliation with Centerstone of America which resulted in creating the largest non-profit community behavioral health company in the United States. Dr. Zipple also expanded integrated health care services, implemented lab services in all large locations and implemented one of the nation’s first health home for people with opioid addiction.

Previously, Dr. Zipple was the Chief Executive Officer for Thresholds, in Chicago, Illinois. In this role Dr. Zipple was responsible to the Board of Directors for all fiscal, strategic, and operational aspects of the organization. With a consolidated budget of $48 million and 800 staff, Thresholds was the largest provider of its kind in Illinois. Dr. Zipple was responsible for successfully leading Thresholds through Illinois’ FY 2008-2011 fiscal crisis without delaying payrolls or using lines of credit, as well as reorganizing and strengthening fund development resulting in doubling philanthropic revenue despite the recession. Dr. Zipple developed and expanded the use of high fidelity, evidence-based practices including dual disorders treatment, supported employment, wellness management and recovery, smoking cessation, and assertive community treatment.

Prior to Thresholds, Dr. Zipple served as the Chief Operating Officer for Vinfen in Cambridge, Massachusetts. Vinfen is the largest non-profit behavioral health provider in Massachusetts, with a budget of over $70 million, 200 program sites, and 1,400 employees. During his tenure, Dr. Zipple increased revenues by $9.5 million in his first year as COO. Other accomplishments of Dr. Zipple include the development of Vinfen’s first comprehensive risk management system, resulting in significant reductions in adverse incidents, development of several innovations such as a nationally recognized peer education model for people with severe mental illness, a psychosocial rehabilitation oriented inpatient program, intensive crisis stabilization programs, and a patented comprehensive, web-based client database.

Dr. Zipple earned his Doctor of Science in Rehabilitation Counseling from Boston University. He earned his Master of Business Administration from University of New Hampshire. He earned his Certificate of Advanced Graduate Study in Rehabilitation Counseling from the University of Cincinnati. He earned his Master of Science in Environic Design and his Bachelor of Arts in Government and Philosophy from the University of Notre Dame.

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3:45 pm - 4:45 pm EDT

Lack Of Access To Care & Care Continuity Challenges: How Providers & Payers Are Addressing

Executive Roundtable

Sponsored by Credible Behavioral Health Software

Across the country, consumers struggle to gain access to mental health services with many waiting weeks or months to receive the treatment they need. Despite high demand, the health and human services industry is just beginning to figure out how to provide that access. Payers and providers, along with software vendors and technology companies not traditionally associated with health care are working collaboratively to address the problem of access and to ensure continuity of care to prevent readmissions and unnecessary or improper treatment.

In this session, our panel of payers and providers will share their perspectives and discuss what techniques and technologies are succeeding in the quest to drive greater access.

Deb Adler

Senior Vice President, Network Strategy, Optum Behavioral Health

Deb Adler is senior vice president of network services for Optum’s behavioral health business. She joined the company in 2008 and is currently responsible for coordinating all recruitment, credentialing and contracting for a network of over 80,000 providers, assuring members have access to quality providers and a broad continuum of care. With a team of over 300 staff, Deb has facilitated innovative network programs, including implementing tele-psychiatry programs to address member access needs and developing credentialing and operational requirements to incorporate peer- and family-run organizations as part of the array of network services.

Using her background in statistics, Deb began her career in behavioral health as a program evaluator and quality director in two state-run psychiatric centers.  Since entering the managed behavioral health care field 15 years ago, she has worked in a variety of capacities including network executive, quality management executive and chief operating officer.   She has a Master's degree in educational psychology and evaluation from Catholic University of America and is a Certified Professional in Health Care Quality (CPHQ).

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Samir Malik

EVP & General Manager, Optum

Samir Malik is the Executive Vice President and General Manager of Genoa Healthcare Telepsychiatry, a role he came into through the acquisition of the company he co-founded, 1DocWay.

Prior to Genoa Healthcare, Samir was the President of Signature Healthcare, and CEO of ZipCare Transportation. From 2010 to 2012, Samir was the Director of Strategic Planning at CenterPointe Hospital in St. Louis, Missouri, where he built a new model for outpatient mental health programs. Prior to CenterPointe Hospital, Samir’s career began with McKinsey & Co.

Samir received his Bachelor of Science in Economics at Penn and his MBA at Wharton.

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Andrew Vitullo

VP Of Development, Kolmac

Andrew is an experienced executive with deep knowledge of payor relations, practice operations and revenue cycle. Prior to workingin behavioral health, Andrew worked with database and enterprise resource planning software.

In 2013, he started a recovery center to help patients overcome substance use disorders. His goal was to provide cost-effective and evidence-based care that merged the best of patient care and science. He now serves as Kolmac's Vice President of Development.

Andrew obtained his Master of Business Administration from the Kelley School of Business at Indiana University. He earned aBachelor of Science in Business Administration specializing in Finance and International Business from the Fisher College of Business at The Ohio State University.

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Oleg Tarkovsky, MBA, LCPC

Director Behavioral Health Services, CareFirst BlueCross BlueShield

Since 2001, Oleg Tarkovsky has dedicated most of his life to ensuring the provision of social services to those in need – in the private, public and not-for-profit sectors – through direct services delivery, health promotion, education, and advocacy, with a particular emphasis on Mental Illness and Addictions. Most recently, he has joined CareFirst BCBS as the Director of Behavioral Health Service. Before CareFirst, Mr. Tarkovsky was the Division Director of Clinical Services at Mosaic Community Services an affiliate of the Sheppard Pratt Health System. Prior to Mosaic Community Services, Oleg served as second in command to the director of community treatment at the Woodbourne Center Inc., coordinating clinical programs at the diagnostic treatment center. He currently has a small private practice in Baltimore, treating adolescents and adults with mental and addiction disorders. Oleg received his degrees – BS, MA from Towson University and MBA in healthcare management from Johns Hopkins University’s Carey Business school. He also teaches Psychology as an adjunct professor at Towson University.

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Jared Meggs

Founder & CEO, Prosody

Jared Meggs is a strategic thinker and visionary leader with over a decade of operational experience spanning academic medicine, industry healthcare, limited partnerships, and entrepreneurship.

With a background in clinical psychology and business administration, he has consulted leading institutions, collaborated on cross-functional teams during pivotal times of industry change, served as co-investigator for psychotropic drugs and emerging technologies, and co-authored peer-reviewed publications.

Since the beginning of his career, he has dedicated his work to the development of novel tech-enabled solutions that can deliver population level impact in the behavioral health sector and beyond. By combining business, clinical, and social acumen, he seeks to turn complexity into competitive advantage, while tackling today’s most pressing health challenges.

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11:00 am - 3:30 pm EDT

The OPEN MINDS Care Innovation Summit: Solving The Problem Of Access For Consumers With Complex Care Needs

Executive Summit

Sponsored by Welligent

Connecting consumers with complex support needs to effective, innovative treatment programs is an ongoing challenge. Despite the strong demand for behavioral health services, limited options and long waits are often the norm. The summit will kick off with an overview of the trends driving new innovation in the health and human service market and a review of OPEN MINDS strategic framework for designing and launching sustainable treatment programs. The day will feature case study presentations on cutting-edge new clinical programs – including their design, keys to successful implementation and programs to ensure the right complex consumer has access to the right support at the right time. The summit will conclude with a round table discussion on the strategic challenges to innovation for specialty provider organizations and health plans.

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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Vicky Couillard

Executive Director, Vail Place

Vicky Couillard has worked in the mental health field for over 30 years, the last eight as the Executive Director of Vail Place, a Twin Cities community resource center for people with serious mental illnesses. With a degree in Organizational Behavior and Communications and a passion for teaming, Vicky has led the agency’s innovative approach to supporting people with complex needs and addressing the social determinants of health in a collaborative person- and partner-centered manner.

Vicky has developed a reputation for vision and strategic planning that have resulted in Vail’s organic and exponential growth. Under her leadership, Vail’s foundational Clubhouse Programs, based on the internationally acclaimed evidence-based model, advanced to national prominence and Vail is now leading a coalition to expand Clubhouse Programs throughout Minnesota.

In addition, Vicky’s entrepreneurial spirit has helped Vail expand its programming far beyond its two highly respected Clubhouse Programs. She has done this first by developing an internal team of passionate and dedicated professionals; and second by attracting local healthcare experts to serve on a committee whose express goal has been expanding the effectiveness, reach and impact of Vail’s unique programming. This partnership has created a strong model of data-driven care and performance management, analysis and reporting.

Vail is now at the forefront of innovative, data-driven ways to deliver mental health recovery that have resulted in sustainable and scalable “go-to market strategies” around person-centered and whole-person solutions for healthcare systems and managed care organizations. Vicky is dedicated not only to Vail’s continued innovation and growth, but to finding opportunities to help spread what Vail has learned to the broader healthcare community.

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Shelly Zuzek, MSW, LICSW

Director of Integrated Care, Vail Place

Shelly Zuzek is the Director of Integrated Care at Vail Place – located in the Twin Cities metro area in Minnesota – a non-profit that provides a continuum of services and programs for people living with mental illnesses, substance use disorders and chronic health conditions. The focus of Vail’s programming is addressing the social determinants of health through direct services and strategic collaborations.

Shelly is charged with developing those collaborations, a job that merits adding “innovation” to her title. Shelly has built partnerships with healthcare providers, including two unique multi-tiered care models with a national HMO and a local healthcare provider. She has had remarkable success by leveraging her 30+ years of direct service and clinical oversight to envision and develop new care models that help manage the SDOH and overall population health for people on Medicaid.

Shelly was the grant manager and coordinator for a State Innovation Model (SIM) grant awarded to Vail in 2015 to develop an Accountable Community for Health in partnership with North Memorial Health in Robbinsdale, MN. Shelly led the initiative which brought dramatic early results through Rapid Access to Case Management services – resulting in a 77% reduction in unnecessary rehospitalizations. In just a few years the partnership evolved into the Vail Connect model, which expanded services, reach, and impact. Vail Connect’s integrated care approach and rapid access to services has significantly reduced emergency department visits and inpatient psychiatric unit readmission rates, resulting in lowered healthcare costs. Additionally, under Shelly’s leadership, Vail has entered into a contract with HealthPartners in Bloomington, MN to implement Vail’s Results Focused Model as a pilot to test an assertive outreach and integrated care approach to providing wrap-around services with individuals experiencing serious behavioral health and medical challenges and high utilization of healthcare dollars.

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Rick Ashcroft

Payer Relations, Aware Recovery Care Inc.

Rick Ashcroft is a strategic, industry-leading executive with an intense focus on building world-class organizations. Rick brings over 25 years of experience in the media communications and healthcare industries, leading companies in customer-centric omnichannel marketing. With more than 25 years of recovery experience, in his role as Payer Relations, Rick delivers innovative solutions to both insurers and those suffering from addiction. Currently enrolled at The Center for Ignatian Spirituality at Fairfield University, Rick is pursuing an additional degree in Spiritual Direction. He finds his greatest purpose in family and community.

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Shelley Halligan, DNP, PMHNP-BC

Corporate Director of Clinical Services, Aware Recovery Care Aware Recovery Care, Inc.

Dr. Shelley Halligan is a Board Certified Psychiatric Mental Health Nurse Practitioner and the Corporate Clinical Director for Aware Recovery Care, Inc. Dr Halligan has been in the field of addiction medicine for over 15 years specializing in holistic solutions to chronic & complex conditions and is certified as an in-home addiction practitioner. Dr Halligan has been a spokesperson for the field of addiction medicine for over 10 year offering training to medical students, registered nurses, and working with impaired nurses and physicians, encouraging and advocating for safe integration back into practice once recovery has been obtained. Dr Halligan holds a master degree in nutrition allowing her a unique approach to practicing by focusing on the whole-body approach, integrating medical, MAT’s, psychotropic medications, nutrition, meditation, exercise, and spirituality into her practice. Dr Halligan holds a Doctor of Nursing practice from Drexel University School of medicine and brings into practice a humanistic philosophy of holistic care for both mind, body and spirit, and as a person in long time recovery has an abiding commitment to individualized, emphatic, non-judgmental, personalized, comprehensive care. Dr. Halligan is a member of The American Society of Addiction Medicine works extensively with adults with substance use disorder diagnosis and her mission is to advocate for and empower individuals suffering from the pains of addiction to live a life of recovery.

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Annette Fowler, MBA

Chief Operations Officer, Cascade Comprehensive Care, Inc.

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Mara Bryant, MBA

Operations Executive, Adventist Health White Memorial

As Operations Executive, Mara Bryant leads out in key initiatives integration of the Malcolm Baldrige business framework, strategic planning and organizational performance.   In 1999, she became Adventist Health's first national Malcolm Baldrige examiner in the healthcare category, which has helped White Memorial better understand and implement the Malcolm Baldrige criteria.

Bryant has also set up an effective productivity standard to monitor staffing and help ensure correct nursing ratios. She also established the decision support function to provide comparative data, which is vital to strategic and operational planning.

She is actively pursuing research in racially ambiguous babies, its implications in healthcare and social determinants of health. Bryant has 2 publications on this topic and participated on an NIH conference to begin looking at alternative models.

Bryant first worked at White Memorial as a volunteer, at 14 years of age. In 1984, she was hired as a part-time secretary while completing her bachelor's degree. In the 1990s, she held positions as Joint Commission Project Manager and Director of Quality and Resource Management.

Mara holds a Master of Business Administration degree from La Sierra University and a Bachelor of Science degree in Administration of Justice from California State University at Los Angeles.

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Melissa Nichols

VP, Market Operations Development, CareSource

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Sarah Ahmad

Senior Vice President, Product Innovation, Magellan Health Studio

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Michael Koch

Program Manager, ACO and Network Management , North Memorial Health

Michael has been with North Memorial Health for the past 5 years. He began as an Administrative Resident working with NMH’s Primary Care units. Since then Michael began working with the ACO and Network Management team. His primary role is managing the NMH’s Medicare and Medicaid ACO programs and working with payers to achieve success in risk-based contracts. As a part of this work, Michael has had the opportunity to work closely with organizations such as Vail Place to help advance the goals of improving our shared patient’s overall health and wellbeing.

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12:00 pm - 1:00 pm EDT

Does Your Executive Team Have The Data Needed For Nimble Decision Making?

Knowledge Partner

Sponsored By PerformWise

In order to survive the ongoing economic disruption, executives of specialty provider organizations need to embrace a new approach for developing strategies. Leaders need to take data and turn it into actionable information so they can navigate a clear and successful path into what is now a very murky future. This vital information exists somewhere in the organization, but it is often not integrated for reporting, or in a format that's helpful in driving decision making. In this session, our faculty will take executives through twelve clearly defined steps that when executed will deliver the promise of becoming a data-driven organization.

During this session attendees will review:

  • The types of information that are most useful for strategic decision making
  • A field-tested, twelve-step process to move your executive team and your entire organization to data-driven decision making
  • A case study and examples of best practice performance reporting

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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Carol Clayton, Ph.D.

General Manager, Population Health, Relias

Dr. Clayton is a licensed, practicing psychologist with 30 years of healthcare experience in the public and private sector . Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. CMT was acquired by Relias Learning in 2016. Prior to her tenure at CMT and Relias, Dr. Clayton had broad clinical leadership experience including serving as the nonprofit Executive Director for the North Carolina Council of Community MH/DD/SA Programs, serving as the Executive Director for Magellan Health Services for the South Atlantic states of North Carolina, South Carolina, Tennessee and Georgia, and serving as the Child and Family services Director for a mental health authority running a 1915B child waiver.

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Financial Forecasting Models For Fee For Service, Case Rates & New Service Lines

Rapid-Fire How-to

Finance leaders are under more pressure than ever to support their organizations by managing uncertainty, volatility, and risk. As a result, financial forecasting has become more critical and complex. Organizations must have a system in place that provides the tools and data to build models for financial forecasting, specifically for Fee For Service, Case Rates & New Service Lines. Ray Wolfe, Senior Associate, OPEN MINDS, will lead this session and discuss:

  • Best practices for building financial forecasting models
  • Learn what you need to know about revenue cycle management to receive prompt and proper payment for value-based, risk-sharing, shared savings and bundled payment models
  • Case studies of organizations that have successfully navigated through new revenue 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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12:00 pm - 1:30 pm EDT

Part 2: The New CFO Challenge: An OPEN MINDS Seminar On Becoming Your Organization’s Strategic Leader In A Changing Market

Executive Seminar

Managing for profitability as your organization moves through value based transformation is the new key to long term sustainability. Success with value-based reimbursements that reward outcomes instead of inputs require changes to traditional care team and operational aspects of health care delivery. It changes the role of the CFO from steward of operations to a builder of a stronger more modern care delivery system. How is the c-suite responding to these new demands to ensure ongoing success within the complex care realm?

In this seminar, Ray Wolfe, Senior Associate, OPEN MINDS, will address the changing roles of the finance department & staff reorganization.The following topics will be the focus of this seminar:

  • Unit pricing / episode bundling
  • Value based contract negotiation
  • Flexible budgeting
  • Determining financial risk tolerances
  • Evaluation of market opportunities – from risk adverse to catalyst for growth

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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1:15 pm - 2:15 pm EDT

Telehealth – What Will The Payers Change Post-COVID-19? Let’s Ask Them: An OPEN MINDS Executive Roundtable

Executive Roundtable

Sponsored by Qualifacts Systems, Inc.

Deb Adler

Senior Vice President, Network Strategy, Optum Behavioral Health

Deb Adler is senior vice president of network services for Optum’s behavioral health business. She joined the company in 2008 and is currently responsible for coordinating all recruitment, credentialing and contracting for a network of over 80,000 providers, assuring members have access to quality providers and a broad continuum of care. With a team of over 300 staff, Deb has facilitated innovative network programs, including implementing tele-psychiatry programs to address member access needs and developing credentialing and operational requirements to incorporate peer- and family-run organizations as part of the array of network services.

Using her background in statistics, Deb began her career in behavioral health as a program evaluator and quality director in two state-run psychiatric centers.  Since entering the managed behavioral health care field 15 years ago, she has worked in a variety of capacities including network executive, quality management executive and chief operating officer.   She has a Master's degree in educational psychology and evaluation from Catholic University of America and is a Certified Professional in Health Care Quality (CPHQ).

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Roberta Montemayor

Regional Network Manager, OptumHealth Behavioral Solutions

Roberta Montemayor is responsible for the development, maintenance, and servicing of Optum’s innovative Telemental Health network, and works with both internal and external customers in leveraging Optum’s industry-leading Telemental Health program to enhance and augment access to quality care for our Optum members via telemedicine. Roberta has over 25 years in the managed care industry, focusing on network development, provider contracting, and provider relations. Ms. Montemayor was a Magna Cum Laude graduate of Ursinus College with a B.S. degree in psychology and biology, focusing on neurobiology and neuropsych research.

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Sean Schreiber

President, Shift Consulting, LLC

Sean Schreiber is currently the EVP of Network and Community Health with Alliance Health, a regional Medicaid Behavioral Health Managed Care Organization. Prior to his current role, he served as the organization’s Chief Clinical Officer. Before that, Sean served as the Director of Program Development for two large behavioral health provider organizations and was responsible for implementing new programs for youth with complex needs and adults with mental illness and substance use disorders. He has served as a consultant with a national payer and is a Licensed Clinical Mental Health Counselor.

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Amy Pearlman

Vice President, Clinical Provider Strategy, Beacon Health Options

Amy Pearlman oversees a national team of clinical staff who seek to engage providers in collaboration to improve Clinical and Quality outcomes for those who receive Behavioral Health care through the analysis of trends in aggregate data patterns. Ms. Pearlman also plays a leadership role in developing trainings, including Beacon’s national opioid strategy initiative in response to the current opioid crisis. Ms. Pearlman has transitioned between provider and payer settings over the course of her career to develop her clinical skills and maximize her empathy of provider experience, with the mission of aligning perspectives around a shared focus and goal to improve healthcare for individuals and families. Ms. Pearlman has a Master of Social Work degree from Smith College School for Social Work, where she later served an adjunct professor.

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Adherence & The Role For New Technologies

Knowledge partner

Sponsored by Otsuka Pharmaceutical Development & Commercialization, Inc.

Timothy Aungst, PharmD

Associate Professor of Pharmacy Practice, Massachusetts College of Pharmacy and Health Sciences (MCPHS) University, Worcester, MA

Dr Aungst is Associate Professor of Pharmacy Practice at MCPHS University. He is also a clinical pharmacist at a home healthcare agency that focuses on chronic disease medication management. Dr Aungst is an advocate for the use of digital health in the pharmacy space and is interested in the use of digital biomarkers in research. He has served as an editor for iMedical Apps and as a writer for Pharmacy Times, with a focus on mobile apps and digital health.

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Joseph Cirrincione, PharmD, MBA

PsychU Managed Market Liaison, Otsuka Pharmaceutical Development & Commercialization, Inc.

Areas of Expertise: Community Pharmacy Practice, Commercial Managed Care
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2:00 pm - 3:30 pm EDT

Part 2: Aligning Your Board To The New Sustainability Challenge: An OPEN MINDS Seminar On Non-Profit Management

Executive Seminar

As the health care industry faces extreme disruption in the wake of COVID-19, board members and executives must work together to understand the changing market and map a plan for recovery and resilience. This timely seminar will focus on:

  • How the disruption in the health and human service market is creating new challenges and opportunities for non-profit providers
  • The changing role of the board in a time of recovery
  • Opportunities for special stimulus funding in a recession

George Braunstein, RN, FACHE

Senior Associate, OPEN MINDS

George Braunstein, FACHE has 40 years of experience in the health and human service industry, leading both private and public organizations – in institutional and ambulatory settings.

While working with OPEN MINDS Mr. Braunstein has completed an array of projects. From strategic planning for Intellectual and Developmental Disability and Brain Injury services, to mergers and acquisitions, Mr. Braunstein is comfortable tackling challenges in any health and human service environment. He has experience with multi-agency networks and recently has served as the head of Delaware State Hospital. Mr Braunstein has provided them with stability and direction as they determine the future of their business.

Prior to joining OPEN MINDS, Mr. Braunstein served as Executive Director of the Fairfax-Falls Church Community Services Board (CSB) in Fairfax, Virginia, which provides community-based mental health, substance abuse and developmental disabled services. During his six-year tenure with the CSB, which had a $150+ million budget and over 1,200 employees, he both reduced the budget and increased service access. Mr. Braunstein also developed the organization’s first fully integrated service model that is combining mental health, substance use treatment and primary care services.

Before his role in Fairfax County, Mr. Braunstein was the Executive Director of the Chesterfield County CSB. In his eight years in that role, he restructured management to flatten the organization, which improved both service and budget performance and eliminated a $1.5 million deficit with no reductions in staff.

Mr. Braunstein also served as the Executive Director of Behavioral Health for Aurora Health Care in Milwaukee – the largest integrated health care system in Wisconsin with 13 hospitals, 20,000 employees and $1.5 billion in annual revenues.  He was responsible for management of all aspects of a $40 million dollar, 800-employee multi-site integrated behavioral health service delivery system.  And, Mr. Braunstein brings managed care experience to the OPEN MINDS team, having served as the director of behavioral health for Family Health Plan Cooperative, a Wisconsin HMO.

Well respected in the behavioral health community, Mr. Braunstein is a fellow with the American College of Healthcare Executives (ACHE) and has served on several boards of local and national associations. He has previously been involved with organizations such as the SAMHSA National Leadership Council, the National Association of Community Behavioral Health, the Virginia Association of Community Services Board, and the Hilliard House.

Mr. Braunstein is a certified clinical specialist in adult psychiatry and is a licensed advanced practice nurse practitioner in the state of Wisconsin. He received his Master of Science in Community Mental Health Nursing and his Bachelor’s in Nursing from the University of Wisconsin-Milwaukee. He also earned a Bachelor’s degree in History Education from Rockford College.  In continuing education, Mr. Braunstein completed psychotherapy training from the Family Studies Center at Northwestern University and the University of Virginia Senior Executive Leadership Institute.

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Anthony Zipple, Sc.D., MBA

Senior Associate, OPEN MINDS

Anthony M. Zipple, Sc.D., MBA, brings over 40 years of strategic development and leadership coaching experience to the OPEN MINDS team. Dr. Zipple currently serves as a Senior Associate, leading projects related to rehabilitation services, building and operating community services, leadership development, and community behavioral health services.

Prior to joining OPEN MINDS, Dr. Zipple served as the President and Chief Executive Officer for Centerstone of Kentucky, in Louisville, Kentucky. In this role, Dr. Zipple was Responsible to the Board of Directors and Centerstone of America for all fiscal, strategic, and operational aspects of the organizations. With a budget of $125 million and management responsibility for an additional $70 million of services, CKY employed more than 1,800 staff and serves more than 36,000 persons each year. Dr. Zipple successfully led the merger with Uspiritus, a $20 million provider of children’s residential and foster care services, as well as a successful affiliation with Centerstone of America which resulted in creating the largest non-profit community behavioral health company in the United States. Dr. Zipple also expanded integrated health care services, implemented lab services in all large locations and implemented one of the nation’s first health home for people with opioid addiction.

Previously, Dr. Zipple was the Chief Executive Officer for Thresholds, in Chicago, Illinois. In this role Dr. Zipple was responsible to the Board of Directors for all fiscal, strategic, and operational aspects of the organization. With a consolidated budget of $48 million and 800 staff, Thresholds was the largest provider of its kind in Illinois. Dr. Zipple was responsible for successfully leading Thresholds through Illinois’ FY 2008-2011 fiscal crisis without delaying payrolls or using lines of credit, as well as reorganizing and strengthening fund development resulting in doubling philanthropic revenue despite the recession. Dr. Zipple developed and expanded the use of high fidelity, evidence-based practices including dual disorders treatment, supported employment, wellness management and recovery, smoking cessation, and assertive community treatment.

Prior to Thresholds, Dr. Zipple served as the Chief Operating Officer for Vinfen in Cambridge, Massachusetts. Vinfen is the largest non-profit behavioral health provider in Massachusetts, with a budget of over $70 million, 200 program sites, and 1,400 employees. During his tenure, Dr. Zipple increased revenues by $9.5 million in his first year as COO. Other accomplishments of Dr. Zipple include the development of Vinfen’s first comprehensive risk management system, resulting in significant reductions in adverse incidents, development of several innovations such as a nationally recognized peer education model for people with severe mental illness, a psychosocial rehabilitation oriented inpatient program, intensive crisis stabilization programs, and a patented comprehensive, web-based client database.

Dr. Zipple earned his Doctor of Science in Rehabilitation Counseling from Boston University. He earned his Master of Business Administration from University of New Hampshire. He earned his Certificate of Advanced Graduate Study in Rehabilitation Counseling from the University of Cincinnati. He earned his Master of Science in Environic Design and his Bachelor of Arts in Government and Philosophy from the University of Notre Dame.

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2:30 pm - 3:30 pm EDT

Specialty Primary Care Models That Work For Consumers With Complex Needs

One-On-One Interviews

The primary care market is being reinvented before our eyes. The rapid expansion of retail care, increasing health plan investment in primary care practices, and changing delivery models enabled by technology are all contributing to shifting perceptions about where and how primary care is delivered. Amid these changes, we're also seeing payers shift toward supporting "specialty" primary care (and specialty medical homes). Health plans are looking for best practice models that integrate care coordination with long-term services and supports, medical, pharmacy, behavioral health, and social services - and coordinates/provides primary care. In this session, we'll discuss this new model for primary care for complex consumers and explore how it is reshaping the market for provider organizations.

The session will include:

  • A review of the trends reshaping the primary care market for complex consumers and the foundations of emerging specialty primary care models
  • A discussion on the implications of the market shift for specialty provider organizations
  • Case study presentations by organizations that have developed specialty primary care models for complex consumer populations

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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Lantie Elisabeth Jorandby, MD

Chief Medical Officer, Lakeview Health

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Jim Sorg, Ph.D.

Director of Care Integration, Tarzana Treatment Centers, Inc.

Jim Sorg, PhD, is the Director of Care Integration and Information Technology at Tarzana Treatment Centers, Inc. where he manages several integrated primary care clinics, TTC’s Medicaid Health Home program, TTC’s information management systems and TTC’s effort to further integrate medical and behavioral healthcare.  Dr. Sorg worked as a consultant to behavioral health organizations for many years. He received his PhD from Ohio State University's School of Public Policy and Management.

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Tracy Douglas-Wheeler

Vice President, Community Health at Meridian Health Services Corp.

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Lisa Suttle

Regional Vice President of Clinical Services, Meridian Health Services

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3:45 pm - 4:45 pm EDT

Reopening Is Not Recovery: 10 Steps To Navigate The Recession

Keynote Address

Sponsored by Qualifacts Systems, Inc.

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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