2021 Institute Agenda


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Day One Monday August 23
Day Two Tuesday August 24
Day Three Wednesday August 25
Day Four Thursday August 26
Day Five Friday August 27
8:00 am - 4:30 pm PT

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

Executive Summit

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

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

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

Barbara Merrill

Chief Executive Officer, ANCOR

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

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

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Brian Hart

Chief Strategy Office, Living Arrangements For The Developmentally Disabled

Brian Hart is the Chief Strategy Officer of LADD, a Cincinnati non-profit serving adults with developmental disabilities. He has made it his mission to push the boundaries of what options exist for adults with disabilities. He is never satisfied and believes there is always a better way to increase independence of others and break down the systemic barriers that hold them back. Brian has been on the forefront of expanding services through technology-enabled supports and community clusters of services.

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Kelly Friedlander

Principal Consultant, Community Bridges Consulting Group

Kelly Friedlander is the Principal Consultant at Community Bridges Consulting Group. She has worked in the field of intellectual and developmental disabilities for 15 years and consults primarily around stakeholder engagement, advocacy, and managed long-term supports and services. In North Carolina, she worked on stakeholder engagement and policy analysis projects for clients such as the National Association of State Directors of Developmental Disabilities Services, RHA Howell, the National Association of Councils on Developmental Disabilities, Vaya Health and Anthem Healthcare. Her specialty is convening and facilitating diverse work and advisory groups, with the goal of infusing individuals with IDD and their family member’s voices into the public policymaking process. In addition, Kelly has worked as a subject matter expert and writer for managed care RFIs and RFPs in Florida, Washington, Texas, Missouri, and North Carolina.

Before moving to North Carolina, Kelly served as the Operational and Quality Assurance Director of Pyramid, Inc., the largest day training program in Florida. She also has experience working within a state government, as she provided oversight to the Developmental Services Quality Assurance Contract at Florida’s Agency for Health Care Administration.

Kelly holds a Master’s of Social Work, a Master’s of Public Administration, and a Bachelor’s of Social Work.

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Nanette L. Perrin

Senior Director Of Pathways, RCRS & Senior Director Of Pathways, RCRS & Social Determinants Of Health, Sunflower Health Plan

Nanette L. Perrin is currently the Senior Director of Pathways, RCRS and Social Determinants of Health for Sunflower Health Plan. Nanette has over 30 years of experience in supporting individuals with Developmental Disabilities and their families; assessing and supporting quality of life and behavior supports. She has extensive experience in consultation; instruction and mentoring of professionals both pre-service and in-service; providing autism specific and positive behavioral supports consultation and training; administration of in home and center-based intervention and teaching programs. Nanette possesses a PhD in Special Education as well as a Master of Arts in Human Development and is a Board-Certified Behavior Analyst at the Doctoral level (BCBA-D) and is licensed in Kansas and Missouri.

Nanette is a board member of the Autism Society of the Heartland and continuing education coordinator for the Association for Positive Behavior Supports. She has also been an appointed member of the Kansas Governors Commission on Autism and member of the Kansas Autism Waiver Advisory Committee.

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Neal Tilghman, MPA

General Manager, Integrated Care, Netsmart

As General Manager of Integrated Care, Neal Tilghman endorses a client focused and strategic market model around Netsmart’s solutions with a keen awareness of the current state of behavioral health, addictions treatment and physical health, while maintaining a forward-looking approach as to where our clients need to be and how we get them there with the appropriate technology. As an advocate of integrated care and its inclusion of addictions, Neal promotes whole-person care as the best means to improve patient care, achieve better outcomes and reduce costs. Neal completed his graduated studies at East Carolina University and has 30 years of experience in behavioral health.

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Stephanie Perry

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

Stephanie Perry is a Long Term Services and Supports Director at Iowa Total Care a subsidiary of Centene Corporation. She has more than 15 years of experience serving individuals with long term health needs. In addition to her experience helping individuals with intellectual and developmental disabilities, she is also a Certified Brain Injury Specialist. Stephanie is especially skilled in program start up, program expansion, leadership, and talent development. Stephanie is passionate about helping individuals live their best life.

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Stephanie Rasmussen

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

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

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Peggy Terhune, Ph.D.

Senior Associate, OPEN MINDS

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

Under Peggy's leadership, Monarch has implemented evidence-based and best practices in all areas, has successfully added numerous services, enhanced community integration, improved customer satisfaction, reduced turnover, and has effectively developed programs to serve consumers with multiple disabilities. She has grown the agency significantly, in part, due to the excellence of the supports offered. She diligently pursues her methodology to incorporate continuous improvement within the organization. Peggy has served as an advocate for people with disabilities for more than 40 years and she has often been invited to present at national conferences and technical workshops across the country, particularly on emerging practices that are used at Monarch. She has also served as an adjunct faculty member at Rochester Institute of Technology, Strayer University and is currently teaching at Wingate University.

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

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

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

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Tracy Sanders, M.Ed.

Senior Director, Medicaid Complex Population Development, Optum Behavioral Health

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Tricia Zerger, MA

Director, Child & Family and Developmental Services, , Netsmart

As Director of Child & Family and Developmental Services, Tricia Zerger endorses a client focused and strategic market model around Netsmart’s human services solutions and services. Tricia works closely with clients to ensure technology, market demands, and strategy are aligned. She also advances Netsmart thought leadership in the industry promoting behavioral health, I/DD, child and family, autism, foster care, addiction treatment, and other human services markets.

Tricia has a master’s degree in Professional Counseling and a bachelor’s degree in Psychology from the University of Kansas. She serves as one of two Netsmart Certified Mental Health First Aid Trainers. Netsmart has certified 800+ of its more than 2,300 associates in various locations across the country, with a goal of 100% certification.

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Victor Armstrong

Director, North Carolina Division of Mental Health, Developmental Disabilities, & Substance Abuse Services , North Carolina Department of Health & Human Services

Victor Armstrong joined North Carolina DHHS as ‪Director of the NC Division of Mental Health, Developmental Disabilities, Substance Abuse Services in March of 2020, with responsibility and oversight of the public community-based mental health, intellectual and other developmental disabilities, substance use, and traumatic brain injury system in North Carolina. Prior to accepting this role, Victor spent six years as Vice President of Behavioral Health with Atrium Health. Based in Charlotte, NC Victor had responsibility for operations of Atrium’s largest behavioral health hospital, Behavioral Health Charlotte (BHC). The BHC campus contains the southeast’s only psychiatric emergency department, staffed 24/7 with board certified psychiatrists, as well as 66 inpatient beds, and 10 outpatient programs. Victor has over 30 years of experience in human services, primarily dedicated to building and strengthening community resources to serve individuals living with mental illness.‬

Victor currently serves on the board of directors of American Foundation for Suicide Prevention (AFSP) NC. He is also former board chair of NAMI NC, and a member of American Association of Suicidology (AAS), and NASW-NC. Victor is a former member of the Board of Directors of National Council for Behavioral Health, i2i Center for Integrative Health, and RI International.

Victor’s awards and recognitions include 2019 Black Mental Health Symposium -Mental Health Advocate of the Year, 2019 Atrium Health Excellence in Diversity & Inclusion Award, 2018 Distinguished Alumni Award from East Carolina University School of Social Work, Pride Magazine 2018 "Best of the Best", and i2i Center for Integrative Health 2018 Innovation Award for "Whole Person Care", 2012 National Alliance on Mental Illness (NAMI) NC, Mental Health Professional of the Year.

Victor graduated, Magna Cum Laude, from North Carolina Central University with a bachelor’s degree in Business Management and received a Master of Social Work (MSW) from East Carolina University. He is the husband of Dr. Charletta Armstrong and the father of 3 sons, Carter, Alonzo, and Victor Jr.

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Ray Wolfe, JD

Senior Associate, OPEN MINDS

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

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

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

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

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

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

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

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

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1:00 pm - 4:15 pm PT

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

Executive Seminar

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

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

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

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

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

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

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

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

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

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

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1:00 pm - 4:30 pm PT

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

Executive Seminar

VIRTUAL ONLY

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

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

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

Timothy Snyder, Jr.

Chief Marketing Officer, OPEN MINDS

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

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

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

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Emily Korns, MBA, RDN

Vice President, Business Development, OPEN MINDS

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

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

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

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

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

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

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1:00 pm - 5:00 pm PT

Preparing For CalAIM: A Behavioral Health Provider Strategy Summit

By-Invitation-Only Executive Summit

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

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

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

AGENDA:
1:00pm - 1:30pm: A Current Snap Shot of CalAIM – What We Know

Brief overview and update of CalAIM: Pending phases, new specialty provider organization opportunities for service delivery and next steps.

Presenter: Richard Louis, III, Vice President West Region, OPEN MINDS

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

Gain insight into the health plan perspective on the CalAIM initiative and the new partnership opportunities for specialty provider organizations under CalAIM, as health plans explore integration of wrap-around services into population health strategies to address medical and social determinant health needs of persons with SMI, SED and co-occurring chronic health conditions.

Presenters:
Beau Hennemann, Director Special Programs CA Medicaid – Anthem
Sarah Arnquist, Vice President, Account Partnerships, West Region, Beacon Health Options

2:30pm - 4:00pm: CalAIM: Community Strategies In The Development & Implementation Of Cross Sector Collaboration Towards Integration – Be Well OC Case Study

Overview of emerging integrated service delivery approaches moving public payers and provider networks towards value-based reimbursement. The Orange County Health Care Agency, one of California’s largest county behavioral health systems, has contracted with Mind OC, Inc to work collaboratively and with community stakeholders to plan for strategies for value-based contracting. Mind OC is a 501(c)3 non-profit organization was created to facilitate Be Well OC, a movement driven by a coalition of over one hundred public/private/faith based/academic institutions united to build a system of Mental Health and SUD Care for all residents of Orange County.

Presenters:
Jeffery Nagel, Ph.D., Behavioral Health Director, Orange County Health Care Agency
John Freeman, Senior Consultant, Operations, Mind OC
Karen Linkins, Ph.D., Chief Operating Officer, Mind OC, Inc.

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

Understanding the administrative tools and organization systems enhancements is essential for provider organization executives in planning, positioning, contracting and developing new service delivery capabilities that will prepare specialty provider organizations for CalAIM system transformation to value-based reimbursement.

Presenter: Richard Louis, III, Vice President West Region, OPEN MINDS

5:00pm - 6:00pm: Networking Reception

If you are interested in attending the summit, please email rlouis@openminds.com.

Beau Hennemann

Director, Special Programs, CA Medicaid Health Plan, Anthem

Beau Hennemann is the Director of Special Programs for Anthem Blue Cross - California Medicaid. In this role, Beau has statewide responsibility for directing and overseeing the operations, business strategy and alignment for special programs such as Long Term Services and Supports (LTSS), Health Homes, Whole Person Care, Palliative Care, and Social Determinants of Health. This includes responsibility for program performance, provider and community collaboration/engagement, behavioral health integration, clinical care management, policy development, process improvement/program enhancements, managing interdependencies and risks, and developing growth opportunities.

Beau has over eighteen years of experience in program development and implementation within LTSS and other Medicaid-based programs, in both public and private organizations. Prior to working at Anthem, Beau served as Senior Manager of Home and Community Based Services at L.A. Care Health Plan where he oversaw the transition of IHSS and the Multipurpose Senior Services Program into managed care benefits, the development of a Care Plan Options program, and the development of collaborative relationships with community-based organizations working to assist individuals with their psycho-social needs. Beau also spent over 11 years working for the Los Angeles County IHSS Public Authority. Beau is a graduate of the University of Missouri, where he earned a Bachelor of Science degree in Business and Public Administration.

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Jeffrey A. Nagel, Ph.D.

Behavioral Health Director, Orange County Health Care Agency

Dr. Jeffrey Nagel is the Behavioral Health Director for the County of Orange Health Care Agency. He received his Doctor of Philosophy degree from the University of North Texas, where he specialized in clinical child and school psychology. He has over 35 years of healthcare experience from direct clinical care to the management of multiple state contracts and implementation of a mental health and substance use disorder system of care in Orange County. Some of Dr. Nagel’s areas of interest focus around resilience, recovery and positive psychology.

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John Freeman

Senior Consultant, Operations, Mind OC

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Karen Linkins, Ph.D.

Chief Operating Officer, Mind OC, Inc.

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Sarah Arnquist

Vice President, Account Partnerships, West Region, Beacon Health Options

Sarah Arnquist is a Vice President of Client Partnerships with Beacon Health Options. Sarah’s work focuses on designing, implementing, and overseeing the delivery of programs to deliver mental health and substance use services in the Western United States. Prior to joining Beacon in 2013, Sarah worked as a health care policy consultant in California and at Harvard University’s Global Health Delivery Program, where she studied international models of large-scale health care delivery. As a newspaper reporter in Northern California, Sarah won numerous journalism awards for her coverage of health and social welfare issues and published in many outlets, including the New York Times and Harvard Business School Press. Sarah has a master’s degree in public health from Johns Hopkins Bloomberg School of Public Health and a bachelor's degree in journalism from Minnesota’s University of St. Thomas.

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Richard Louis, III

Vice President West Region, OPEN MINDS

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

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

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

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

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

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8:00 am - 9:00 am PT

Executive Networking Breakfast

Networking


9:00 am - 10:00 am PT

A Payer’s Perspective On Crucial Integrated Health Components In The 'Next Normal'

Keynote Address

Join Aetna Better Health of California’s Chief Medical Officer, Dr. Rafael Gonzalez-Amezcua, MD, for an overview of key components of integrated health for effective health care delivery to obtain desired patient and system outcomes. The session will highlight integrated health care systems delivering care to complex populations and touch on health equity themes and social determinants of care concepts as important inclusions for valued based care in the "next normal".

Rafael Gonzalez-Amezcua MD

Chief Medical Officer, Aetna Better Health of California

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

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

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

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

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10:15 am - 11:15 am PT

Thought Leader Discussion Session With Keynote

Thought Leader Forum

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

Monica E. Oss

Chief Executive Officer, OPEN MINDS

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

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Rafael Gonzalez-Amezcua MD

Chief Medical Officer, Aetna Better Health of California

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

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

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

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

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10:15 am - 11:30 am PT


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

Best Practice "How To"

Financial Track

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

In this session, we will cover:

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

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

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

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

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

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

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

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

Topical Case Study

Administrative Track

A recent survey of 500+ health care executives by staffing solutions firm AMN Healthcare found that staff burnout, disengagement, and the resulting shortages that follow are the most disruptive forces facing health care provider organizations over the next three years. In this informative session, we will hear from provider organizations who have faced such disruptive forces and learn how they addressed the challenge.

    • This session will include:

      • Overview of the root causes of employee burnout and disengagement including Covid-19’s role.
      • Real-life stories of disruption from provider organizations and implemented solutions.
      • Central strategies on supporting the workforce while keeping any eye on restoring pre-pandemic revenue.

Amanda Nugent Divine, M.S., LMFT

Chief Executive Officer, Kings View Corporation

Amanda Nugent Divine is the Chief Executive Officer for Kings View Behavioral Health Corporation. She holds a bachelor’s degree in Sociology, a Master of Science degree in Clinical Psychology, a Master of Arts degree in Media Psychology and has just achieved PhD candidacy in Psychology with a focus in Media and Technology. Amanda is licensed as a marriage and family therapist in the state of California and a licensed professional counselor in the state of Texas. She has extensive experience serving as a Clinical Director in both mental health and substance use disorder treatment settings, working with Tribal communities and teaching as adjunct faculty for Sierra College. Amanda is also an Expert Consultant for the California Board of Behavioral Sciences licensing board.

Amanda attended university on a theater scholarship. She worked in the film industry as an actress, writer, producer, director for ten years in Los Angeles before meeting her husband Eric in Northern, California. Amanda loves spending time outdoors hiking with her family and her two Labradors and traveling to remote corners of the world.

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Kim Bond, MS, LMFT

Executive Vice President, OPEN MINDS

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

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

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

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

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

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Best-in-Class Tools For Managing & Tracking Contracts

Best Practice "How-To"

Financial Track

As an ever-growing number of historically publicly funded provider organizations enter into agreements with health plans, and states move to MCO's for administration of Medicaid health care benefits, provider organizations have more payer contracts to manage and track. This session will cover payer contract mandatories and tracking the various requirements, focus on how to create and utilize a contract tracker, and review of contract essentials you need to know about. The session will also include guidelines on how to determine whether you can manage using a spreadsheet, or access databases, or when to consider investing in contract management software.

This session will include:

  • An understanding of health plan expectations when contracting with provider organizations.
  • A how-to discussion on the best methods to manage and track payer contracts.
  • A review of crucial contract particulars that are pertinent to track.

Cathy Gilbert

Senior Associate, OPEN MINDS

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

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

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

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

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11:45 am - 1:00 pm PT

Strategic Planning For Recovery & Sustainability In The 'Next Normal'

Best Practice "How-To"

Administrative Track

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

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

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

Ray Wolfe, JD

Senior Associate, OPEN MINDS

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

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

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

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

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

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

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

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

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

Best Practice "How-To"

Administrative Track

The health and human service field is currently an active change management laboratory — from newly empowered consumers to rapid turnover of employees and leadership, to new tech, to new competition, to new financing systems, and to new performance expectations. The requirements for sustainability are changing so quickly that thriving seems close to impossible for many leaders who are under pressure to deliver on value-based contracting. Change management is integral to all performance management — from identifying targets, setting goals, and managing a team with strong metrics. In this environment, the demand for leaders that can lead provider organizations through change management initiatives — “change agents” — is extremely high. In this session, we will discuss why having a “change agent” mindset is key for health and human service executives to successfully position their organizations for the future.

The session will include

  • Key competencies of a "change agent" leadership role.
  • Best practices and tactics for successfully managing change in a complex market.
  • Example of change management tactics utilized by executives to guide their organizations through change, and the challenges of managing in a turbulent market.

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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11:45 am - 1:15 pm PT

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

Best Practice "How-To"

Clinical Track

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

In this session, we will discuss:

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

Cathy Gilbert

Senior Associate, OPEN MINDS

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

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

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

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

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Margaret Mays

Senior Associate, OPEN MINDS

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

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1:00 pm - 2:30 pm PT

Lunch On Your Own

Networking


2:30 pm - 3:45 pm PT

How to Engage Payers & Keep Them Engaged

Best Practice "How-To"

Engagement Track

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

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

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

Richard Louis, III

Vice President West Region, OPEN MINDS

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

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

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

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

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

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

Topical Case Study

Administrative Track

The talent issue is a critical one for most health and human service provider organizations. By 2025, there will be a shortage of an estimated 250,000 behavioral health professionals. Strategically, the goal for every organization is to bring maximum value (the performance-to-cost ratio) for their investment in human capital. The path to achieving that maximum value is multi-faceted — optimal processes to improve productivity and having each team member operate at the top of their capabilities. In this session, we will discuss the operational and strategic challenges of and organizational responsibility for recruiting and retaining staff in a complex market.

This session will include informative case studies addressing:

  • A guide to building a superior employment value proposition.
  • A review of the key elements to building a recruitment plan to support change and growth.
  • New models for retaining top talent and preventing burnout among staff.

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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4:00 pm - 5:00 pm PT

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

Executive Roundtable

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

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

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

Alexa Baghdassarian, M.S., LMFT

Director of Utilization, Review Discovery Behavioral Health

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Chris Esguerra, MD

Chief Medical Officer, DME Consulting Group

An experienced healthcare leader, Chris Esguerra, MD, MBA, FAPA, CHCQM has led systems transformation, program evolution, and public/private partnerships leading to outcomes meeting the quadruple aim of improving health, cost effectiveness, enhancing patient experience, and supporting provider well-being.  He is currently Chief Medical Officer for DME Consulting Group, which identifies appropriate equipment, supports, and services to help individuals stay safe, healthy, and functional in their home.  He also advises nonprofits partnering in healthcare delivery, healthcare startups, and provider groups.

His experience encompasses health care provider and systems leadership, managed care operations, novel payment models, public-private partnerships, and health care transformation.  He has led significant efforts around integration of care and services for a variety of populations, holistically addressing social determinants of health in healthcare delivery, and helping people remain and age in the community with appropriate long-term services and supports.  He most recently served on a National Academy of Science, Engineering, and Medicine committee that published Integrating Social Needs Care into the Delivery of Health Care to Improve the Nation's Health.  The report can be accessed here.

​Dr. Esguerra is board certified in both Psychiatry and Health Care and Quality Management and is a Fellow of the American Psychiatric Association and the American Board of Quality Assurance and Utilization Review Physicians.  He received his BS in Chemistry and Medical Degree from the University of Southern California.  He completed his residency training in Psychiatry at San Mateo County Behavioral Health and Recovery Services Psychiatry Residency Training Program.  He also received his MBA in business management from the Isenberg School of Management at the University of Massachusetts at Amherst.

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Shawna Morris, MPA

Chief Executive Officer, Casa Pacifica, Casa Pacifica Centers For Children & Families

Shawna Morris, CEO at Casa Pacifica, is a native of Kansas earning her MPA at the University of Kansas. She was senior vice president and chief operating officer at the Menninger Clinic for 18 years before taking over as president and CEO of the Phoenix House California and Texas. The Menninger Clinic is an internationally known psychiatric hospital that treats adults and adolescents with complex mental illnesses, and Phoenix House California is a non-profit that is a nationally recognized and accredited behavioral healthcare provider, specializing in the treatment and prevention of substance use disorders and co-occurring substance use and mental health disorders.

Casa Pacifica offers adolescent and family services designed to treat victims of abuse and neglect, substance abuse, homelessness, and other behavioral and mental health issues. Our Camarillo, Santa Barbara, and Santa Maria offices work with more than 2,100 of the most vulnerable children and their families annually.

We meet youth and families at the most challenging times of their lives and help them overcome some of life’s most difficult circumstances – abuse and neglect, complex emotional and behavioral issues, and family crisis.  We restore hope, help children find joy in daily living, and improve families’ opportunities to build a better life for themselves and find a place in the community where they can be successful.  Casa Pacifica is committed to children and their families unconditionally over time and through all of life’s ups and downs.

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Yagnesh Vadgama BCBA

Vice President Clinical Care Services Autism, Magellan Health

Yagnesh has been with Magellan for over 5 years, in managed care for 6 years, and was a clinician in the field of Behavior Analysis for 11 years prior. Yagnesh has over 17 years experience in ABA, starting off by working directly with individuals on the autism spectrum to directing programs in homes, schools, and community based settings. Currently, as the Vice President of Autism for Magellan, Yagnesh oversees both the autism and ABA product for Magellan nationally. His team of BCBAs and licensed clinicians provide a unique experience in ABA UM as they all have similar experience to Yagnesh with real-world experience. Yagnesh also engages in the decision-making process for ABA both at Magellan and nationally, with participation in workgroups such as Value Based Contracting, ICHOM, speaking at conferences and universities, and developing outcomes measures for the field of ABA.

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Cathy Gilbert

Senior Associate, OPEN MINDS

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

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

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

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

×

Richard Louis, III

Vice President West Region, OPEN MINDS

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

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

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

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

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

×

5:00 pm - 6:00 pm PT

Executive Networking Reception

Networking

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


8:00 am - 9:00 am PT

Executive Networking Breakfast

Networking


9:00 am - 10:00 am PT

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

Keynote Address

The public health and economic effects of the pandemic continue to put pressure on Medicaid spending and enrollment nationwide. Most states are projecting overall FY 2021-22 enrollment to exceed original projections, as more people enroll in Medicaid, increasing program spending at the same time state tax revenues may be falling.

Our panel of experts will discuss the some of the funding challenges state Medicaid systems will face as we continue in the post pandemic new normal well into 2022. These county and state Medicaid executives will share their insights about the growing emphasis on integrated and whole person care approaches in the delivery of coordinated care for complex populations as a strategy to reduce payer cost and improve outcomes, as well as thoughts on payer-provider partnerships to execute these strategies.

Eric C. Hunter

President & Chief Executive Officer, CareOregon

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

Behavioral Health Director, Orange County Health Care Agency

Dr. Jeffrey Nagel is the Behavioral Health Director for the County of Orange Health Care Agency. He received his Doctor of Philosophy degree from the University of North Texas, where he specialized in clinical child and school psychology. He has over 35 years of healthcare experience from direct clinical care to the management of multiple state contracts and implementation of a mental health and substance use disorder system of care in Orange County. Some of Dr. Nagel’s areas of interest focus around resilience, recovery and positive psychology.

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Michael Brodsky, MD

Director For Behavioral Health & Social Services, L.A. Care Health Plan

Michael Brodsky is the Medical Director for Behavioral Health & Social Services at L.A. Care, the nation’s largest publicly operated health plan. He has led behavioral health in both for-profit and non-profit managed care plans. Prior to his work in managed care, Dr. Brodsky was a medical director at safety net organizations in Los Angeles. He attended medical school at Yale University and completed training in adult and child psychiatry at UCLA Medical Center. Dr. Brodsky is a former Rock Sleyster Scholar of the American Medical Association.

×

Cathy Gilbert

Senior Associate, OPEN MINDS

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

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

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

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

×

Richard Louis, III

Vice President West Region, OPEN MINDS

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

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

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

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

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

×

10:15 am - 11:15 am PT

Thought Leader Discussion Session With Panel Participants

Thought Leader Forum

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

Eric C. Hunter

President & Chief Executive Officer, CareOregon

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

Jeffrey A. Nagel, Ph.D.

Behavioral Health Director, Orange County Health Care Agency

Dr. Jeffrey Nagel is the Behavioral Health Director for the County of Orange Health Care Agency. He received his Doctor of Philosophy degree from the University of North Texas, where he specialized in clinical child and school psychology. He has over 35 years of healthcare experience from direct clinical care to the management of multiple state contracts and implementation of a mental health and substance use disorder system of care in Orange County. Some of Dr. Nagel’s areas of interest focus around resilience, recovery and positive psychology.

×

Michael Brodsky, MD

Director For Behavioral Health & Social Services, L.A. Care Health Plan

Michael Brodsky is the Medical Director for Behavioral Health & Social Services at L.A. Care, the nation’s largest publicly operated health plan. He has led behavioral health in both for-profit and non-profit managed care plans. Prior to his work in managed care, Dr. Brodsky was a medical director at safety net organizations in Los Angeles. He attended medical school at Yale University and completed training in adult and child psychiatry at UCLA Medical Center. Dr. Brodsky is a former Rock Sleyster Scholar of the American Medical Association.

×

Cathy Gilbert

Senior Associate, OPEN MINDS

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

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

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

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

×

Richard Louis, III

Vice President West Region, OPEN MINDS

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

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

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

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

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

×

Using Mobile Technology To Simplify Documentation In Residential & Community Settings

Product Demonstration

Sponsored By Welligent

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

Rich Daly

Director Of Sales, Welligent

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

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

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

×

10:15 am - 11:30 am PT


Keys To Calculating Unit Costs & Case Rates

Best Practice "How-To"

Financial Track

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

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

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

Ken Carr

Senior Associate, OPEN MINDS

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

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

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

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

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Strategic Alliances With Key Stakeholders: Providers, Payers & Patients

Topical Case Study

Engagement Track

Covid has shown us the importance of networking and the weakness of America’s health safety nets. We are already moving on customer experience areas and provider integration, but what opportunities lie in payer relationships? Are there areas we can forge new alignments outside of basic billing and collections? Join us for a provider/payer case study presentation and discussion on the innovative ways partner organizations have begun working together and envisioning a collaborative future.

Join us as we discuss:

  • How collaborations with payers can create new programming aimed at better quality of life and reduction of population health costs.
  • How to leverage provider relationships to build a network infrastructure and communicate to payers.
  • In what ways can payer-funded programming help with the experience of care and employee satisfaction and health.

Garret Zabel

Director of Strategy & Innovation , Hillsides

Garret Zabel is the Director of Strategy & Innovation for Hillsides, a multi-service nonprofit agency in Los Angeles. He is instrumental in developing new programs and implementing the organization’s strategic plan for the direction, growth and diversity of revenue and services.

Prior to joining Hillsides, Garret worked for a social enterprise in rural Northwest Vietnam. He has a diverse background with experience in healthcare, non-profit, and academia. Garret graduated with honors from UCLA and earned his M.S. in social entrepreneurship & sustainability from the University of Sydney, Australia.

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Ray Wolfe, JD

Senior Associate, OPEN MINDS

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

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

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

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

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

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

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

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

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

Best Practice "How-To"

Administrative Track

Audits are a fact of life in the health care industry and with increased scrutiny to keep public health care solvent, coding audits are certain to continue and likely increase. In this session we will learn more about what triggers an audit and what main steps to take upon being notified of one. Audits likely cannot be avoided, but this session will discuss how best to increase the probability that submitted codes stand up to scrutiny.

This session will include:

  • A deeper understanding on the reasons for audits.
  • Steps to take when faced with an audit.
  • Proactive preparation organizations can take to minimize the likelihood of an audit.

Margaret Mays

Senior Associate, OPEN MINDS

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

×

11:45 am - 1:00 pm PT

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

Topical Case Study

Administrative Track

With the ever-evolving dynamics in non-profit organizations, the role of governance boards has changed. Organizations need to attract board members that are not only competent and strategic but also address the call for diversity, equity, and inclusion. Organizations need to be familiar with the major environmental and cultural forces affecting the market and are aware of the resources needed to meet the organization’s mission while remaining competitive. In this informative session, organizational executives will share case studies that provide insight on board selection and effective board management for creating a competitive advantage and long-term sustainability.

This session will include:

  • Best practices in keeping abreast of environmental & cultural shifts that can impact a board’s makeup.
  • Discussion on how non-profit organizations should best consider diversity, equity, and inclusion when building a board.
  • Case studies from organizational executives sharing real-world experiences in assembling a board that meet all needs of the organization.

Kim Bond, MS, LMFT

Executive Vice President, OPEN MINDS

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

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

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

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

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

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

Best Practice "How-To"

Administrative Track

For any service provider organization, their workforce is their most important strategic asset, and managing that asset is a critical competency and a challenge. Strategically, the goal for every organization is to bring maximum value (the performance-to-cost ratio) for their investment in human capital. The path to achieving that maximum value is multi-faceted —optimal processes to improve productivity, having each team member operate at the top of their capabilities (and top of their license if they are clinical), and using technology as a substitute or enhancement of human labor. In this session, we will discuss the operational and strategic challenges of recruiting and retaining staff in a complex market.

The session will include:

  • Best practices in recruiting, hiring, and onboarding talented staff.
  • New models for retaining top talent and preventing burnout among staff.
  • How to help the workforce embrace new technology as a tool to increase productivity and augment staffing shortages.

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.

×

1:00 pm - 2:30 pm PT

Lunch On Your Own

Networking


2:30 pm - 3:45 pm PT

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

Topical Case Study

Clinical Track

The growing list of programs focused on the social determinants of health (SDoH) is diverse in approach and size. To deliver better health outcomes, social determinants — including poverty, food insecurity, lack of education, unstable housing, and environmental conditions — must be addressed to find success with whole person, value-based care. For provider organizations, the complexity of SDoH paired with current organizational priorities and services makes it difficult for provider organizations to know where to focus.

This session will include strategic discussions on:

  • How to capture data on consumers to identify what social service programs are needed.
  • How to measure social determinant outcomes as a part of whole person care.
  • Case study presentations from organizations that have integrated SDoH into their service lines.

 

 

June Simmons

President & CEO, Partners in Care Foundation

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

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Karin Annerhed-Harris

Vice President, Business Development, Resources for Human Development

Karin Annerhed-Harris is the VP of Business development at Resources for Human Development. She has been leading forward-thinking policies for the past 15 years across the Human Services spectrum, often involving non-traditional partners. She has successfully collaborated with government administrations to enhance funding and policies that have benefitted adults with intellectual disabilities, individuals experiencing mental health challenges, those experiencing housing challenges, substance use disorder, and children’s services. Karin was on Philadelphia Mayor Kenney’s Transition Team for Human Services in 2015 and is one of the founding board members of Families for Houston, an organization supporting the local public school in her North West Philadelphia neighborhood. Karin joined Resources for Human Development (RHD) in 2020 as VP of Business Development.

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Cathy Gilbert

Senior Associate, OPEN MINDS

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

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

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

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

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

Best Practice "How-To"

Engagement Track

A running theme in the market shift to value-based care is the importance of consumer engagement—both to increase consumer participation in the management of complex conditions and to increase consumer satisfaction. If your organization has consumers who are engaged in their health care, chances are, you have an edge over your competitors – because your consumers are better informed, are more proactive in their health care and insurance coverage, have better outcomes, and cost less.

In this session we will discuss consumer engagement strategies in the new world of value-based care, including:

  • Why consumer engagement is essential in a value-based market.
  • How to develop a consumer engagement strategy to improve performance and increase consumer satisfaction.
  • Case studies from provider organizations who have successfully implemented consumer engagement strategies.

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

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

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

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

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

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

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3:45 pm - 4:15 pm PT

Raffle Drawing

Networking


4:15 pm - 5:00 pm PT

Best Practices For Success In The 'Next Normal'

Keynote Address

Monica E. Oss

Chief Executive Officer, OPEN MINDS

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

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8:00 am - 4:00 pm PT

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

Executive Summit

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

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

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

Caroline Carney, MD

Chief Medical Officer, Magellan Health

Dr. Caroline Carney is a board-certified internist and a board-certified psychiatrist. She joined Magellan Health in 2016 and serves as Magellan Health’s Chief Medical Officer, overseeing Magellan Healthcare and Magellan RX Management.  Her previous experience includes the role of SVP Chief Medical Officer of Magellan Behavioral Health and Magellan Specialty Health.  She served as the chief medical officer for regional health plans where she gained experience in Medicaid, Medicare, Exchange, and commercial populations.

Previously, Dr. Carney served as the medical director for the Indiana Office of Medicaid Policy and Planning, helping to launch the Medicaid expansion product as well as the behavioral health transformation for the state’s community mental health services. While in Indiana, she served on the Governor’s Mental Health Commission.  She is a frequent speaker about behavioral health services, integrated and collaborative care, and the importance of self-care during and following the pandemic.

Dr. Carney is a published author and co-author for over 100 peer and non-peer reviewed publications focusing on issues surrounding comorbid medical and behavioral health conditions.  She was a tenured associate professor of Internal Medicine and Psychiatry at Indiana University, and developed the psychosocial oncology program for Indiana University’s NCI accredited cancer center.

She started her medical and academic career at the University of Iowa where she earned her medical degree, as well as a master’s degree, and directed the Med-Psych residency program. She continues to engage in regular clinical work through supporting the behavioral health team at a federally qualified health center.

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

Vice President of Research and Program Development, Uplift Family Services

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

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Eric C. Hunter

President & Chief Executive Officer, CareOregon

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

Chief Executive Officer, Windstone Health Services

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Krystal Melgoza

Provider Relations Manager, Windstone Health Services

Krystal Melgoza is the Provider Relations Manager at Windstone Health Services. Krystal joined the healthcare industry in 2015 graduating from California State University Long Beach with a Bachelors in Sociology. Prior to joining the Windstone team, Krystal was the Provider Network Manager at Advanced Medical Management.

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Lesley Nolen

Director of Business Development, Windstone Health Services

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Cathy Gilbert

Senior Associate, OPEN MINDS

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

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

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

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

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Richard Louis, III

Vice President West Region, OPEN MINDS

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

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

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

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

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

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1:00 pm - 4:15 pm PT

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

Executive Seminar

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

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

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

Timothy Snyder, Jr.

Chief Marketing Officer, OPEN MINDS

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

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

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

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Emily Korns, MBA, RDN

Vice President, Business Development, OPEN MINDS

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

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

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

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

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

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

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7:00 am - 10:30 am PT

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

Executive Seminar

VIRTUAL ONLY

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

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

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

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

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

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

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

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

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

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

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