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
8:00 am - 4:00 pm EDT

The OPEN MINDS 2021 I/DD Executive Summit

Executive Summit

Join us at this must-attend summit event for executives at organizations serving people with intellectual/developmental disabilities. Learn how to innovate to ensure meaningful lives in the community. Get the information, tools, and resources to build efficient service models, and business processes to deliver more effective care. Join discussions on the future of I/DD, learn how integrated care models are being harnessed to improve care, and discover new alternatives to residential care.

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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Peggy Terhune, Ph.D.

President & CEO, Monarch

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

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

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

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

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

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1:00 pm - 4:00 pm EDT

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

Executive Seminar

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, Tom Base and Ken Carr, Senior Associates with 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

Tom Base

Senior Associate, OPEN MINDS

Tom Base brings over 20 years of experience in growth strategies, investments and health care market knowledge to OPEN MINDS. Mr. Base has extensive experience in leading new initiatives that drive revenue growth, expand market share, and increase strategic advantage through partnerships, acquisitions, and financing.

Prior to joining OPEN MINDS, Mr. Base served as the Managing Director of Boomtown Healthtech Accelerator. In this position, Mr. Base lead the organization’s investments in and mentorship of 28 health care innovation startups.

Prior to his role at Boomtown Healthtech Accelerator, Mr. Base served as a Chief Business Development Officer of Mental Health Partners, where he led the organization’s first commercial managed care strategy and successfully negotiated contracts with their major insurance carriers. Mr. Base also led the organization’s acquisition of a county addiction recovery center to expand into substance abuse services. In parallel, he led Mental Health Partners successful award of the substance abuse state contract and established the first integrated care partnerships with two major health systems by structuring new business, legal and compliance frameworks. Before that work, Mr. Base served as Business Development Director of Mental Health Center of Denver, where he was responsible for developing and implementing new product and service lines to increase and diversify revenue streams.

Mr. Base has also held the positions in the financial services and pharmaceutical sectors. He served as Executive Director, Business Development of CHDI Foundation, an organization focused on Huntington’s disease research and Business Development Director of Ionis (Isis) Pharmaceuticals. He was also Vice President, Investment Banking for Frost Securities and an Associate at RBC Capital Markets where he focused on the life sciences sector.

Mr. Base earned a Bachelor of Science (B.S.) from the U.S. Naval Academy in Annapolis, Maryland, and an MBA/MBI from RSM Erasmus Graduate School of Business, Rotterdam, The Netherlands.

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Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

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

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

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

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

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

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8:00 am - 9:00 am EDT

Executive Networking Breakfast

Networking


9:00 am - 10:00 am EDT

Keynote Address

Keynote Address

Will be announced soon!


10:15 am - 11:30 am EDT

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

Best Practice "How To"

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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11:45 am - 1:00 pm EDT

Making Your Strategic Plan A Sustainability Tool

Topical Case Study

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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What Improving Your HEDIS Scores Means For Payer Relationships

Best Practice "How To "

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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1:00 pm - 2:30 pm EDT

Lunch On Your Own

Networking


2:30 pm - 3:45 pm EDT

How to Engage Payers & Keep Them Engaged

Best Practice "How To "

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

Senior Associate, OPEN MINDS

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

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

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

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

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

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Can Consumers & Referral Sources Find You? Leveraging The Internet & Social Media to Maximize Referrals

Topical Case Study

With health care reform creating more choices for consumers, the effectiveness of a provider organization’s website and “online presence” - social media buzz, search rankings, online reviews, etc.- is more important than ever. Regardless of whether you are trying to reach new consumers or build better relationships with your existing consumers, your online brand presence matters. It’s also a determining factor in your success engaging payers, partners, funders and future talent.

Join us for this interactive session where we will explore best practices in evaluating and improving your organization’s online presence, including:

  • Tracking key performance indicators
  • Making content relevant and engaging to your target audience
  • Successful search engine optimization

Kelvin J. McCord

Senior Associate, OPEN MINDS

Kelvin J. McCord brings over 25 years of planning, marketing, client services and team building experience in the health and human service and private corporate fields to OPEN MINDS. He currently serves as a Senior Associate with the OPEN MINDS consulting practice. In this role, Mr. McCord serves as a portfolio manager in the OPEN MINDS consulting practice where he will lead engagements in strategic planning, marketing, client services, business process improvement, and project execution.

Prior to joining OPEN MINDS, Mr. McCord served as the Segment Marketing Director at OPTUM, a division of UnitedHealth Group, where he was responsible for state government marketing. In this role, he managed a variety of email, social, web and digital marketing tactics. This work included the design and development of a thought leadership content website focused on the Optum-hosted SPARK Initiative, a two-day think tank bringing together leaders in government, non-profit and private sectors. He also co-led the creation of a digital newsletter, Viewpoints, deployed quarterly to a targeted state government audience. Mr. McCord also served as point-of-contact for over 30 non-profit advocacy organizations --fielding and analyzing underwriting proposals and managing conference sponsorships. Prior to his role at OPTUM, he served as the Senior Director, Client Services at Catapult Marketing. In this position, Mr. McCord created insights-driven brand marketing plans, including national entertainment partnerships, targeted media, and in-market activation. He also oversaw national consumer promotions and created direct and digital CRM content. Mr. McCord served as Senior Director, Client Services of Aspen Marketing Services, a marketing services agency with specialties in direct marketing, digital marketing, and analytics. He also held the position of Senior Director, Business Leadership at Momentum Worldwide, where he developed strategic marketing plans for key clients.

Mr. McCord earned a Bachelor of Science in Broadcast Journalism from Southern Illinois University in Carbondale, Illinois and a Master of Arts in Marketing Communications from Webster University in St. Louis.

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4:00 pm - 5:00 pm EDT

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

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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5:00 pm - 6:00 pm EDT

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 EDT

Executive Networking Breakfast

Networking


9:00 am - 10:00 am EDT

Plenary Panel - State Medicaid Directors

Keynote Address

Richard Louis, III

Senior Associate, OPEN MINDS

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

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

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

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

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

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10:15 am - 11:30 am EDT

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.

Richard Louis, III

Senior Associate, OPEN MINDS

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

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

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

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

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

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The Keys To Calculating Case Rates

Best Practice "How To"

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

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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11:30 am - 1:00 pm EDT

Lunch On Your Own

Networking


1:00 pm - 2:15 pm EDT

What Does It Cost? A ROI Analysis On Contract Management Tools For Managed Care

Best Practice "How To"

In a constantly changing health care environment, a provider’s staff directly responsible for managed care contracts needs to have the appropriate tools and systems to collect data and organize contracts. Many factors need to be taken into consideration when selecting a contract management system.

In this session, we will discuss:

  • Deciding what system is right for your organization
  • Budgeting for a system
  • Determining the ROI

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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Elevating The Consumer Experience

Best Practice "How To"

Health care has historically been identified with some of the worst customer experiences. In today’s health care environment, organizational culture and the organization’s ability to differentiate competitively by creating a "raving fan" customer service experience is both expected as well as appreciated.

This session will take us through a new paradigm of thinking where we will address:

  • The key drivers of a great customer service experience in health care
  • Best practices in creating a superior customer experience, including hiring the right team to build a culture of customer service
  • Knowing and understanding your Net Promoter Score
  • The OPEN MINDS Consumer Experience Checklist

Meena Dayak

Executive Vice President of Market Intelligence, OPEN MINDS

Meena Dayak brings more than 20 years of experience in the health and human services field to the OPEN MINDS team. Ms. Dayak currently serves as the Executive Vice President of Market Intelligence. Her areas of expertise include organizational strategy analysis and execution, marketing plan strategy and management, media relations strategy development and implementation, and digital media planning and development.

Before joining OPEN MINDS, Ms. Dayak served as Vice President of Integrated Media and Communications with the American Public Power Association in Washington D.C. In this role, she led strategic planning, branding, and corporate communications, enterprise-wide content management, and internal and external partnership development. Ms. Dayak participated in needs analysis and organizational decision making as part of the senior leadership team. She directed a high-energy team and external contractors in growing industry profiles, services, and impact through award-winning owned, earned, paid, and shared media. Ms. Dayak also directed content creation and dissemination to enable local community outreach by 1,200-member electric utilities.

Previously, Ms. Dayak served as Vice President of Marketing and Communications with National Council for Behavioral Health in Washington D.C. In this role, she directed member marketing, media relations, public education, conference programming, and publishing projects. Ms. Dayak built the department from one staff person to 10 communications and event specialists. She significantly raised the profile of subject matter experts among association staff, board, and members. She also managed relationships with corporate partners, including pharmaceutical and insurance companies. Ms. Dayak also served as the Director of Marketing and Communications for the National Council for Behavioral Health before becoming the Vice President of Marketing and Communications.

Before her time with the National Council for Behavioral Health, Ms. Dayak was the Senior Account Manager and a Copywriter for the U.S. Pharmacopeial Convention in Rockville, MD. Ms. Dayak also served as an Account Manager and Copywriter for O’Connell Meier in Alexandria, VA. Ms. Dayak attended Harvard University, John F. Kennedy School of Government, Executive Education for Strategic Frameworks for Nonprofit Organizations. She also has an Master's Degree in Public Communications from the American University, Washington D.C.

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2:15 pm - 2:45 pm EDT

Raffle Drawing

Networking


2:45 pm - 3:45 pm EDT

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 EDT

The OPEN MINDS Health Plan Partnership Summit: A Guide To Developing & Negotiating Partnership Agreements With Health Plans

Executive Summit

The health and human service market is facing many new challenges – increased competition for care coordination contracts, more value-based reimbursement, and the changing role of technology. For provider organization executives, this market shift requires the development of new partnerships with health plans and new business models for sustainability. But the question many executives are asking themselves is: How? We will explore the answer to that question in this engaging summit designed to help executives understand the needs of payers, reframe the services of typical provider organizations into “solutions” for health plans, negotiate agreements with payers and build mutually beneficial partnerships with payers in their market.

This summit’s agenda will include informative case studies with experienced executives, thought leader discussions, and time for interactive dialogue with attendees.

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

Senior Associate, OPEN MINDS

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

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

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

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

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

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1:00 pm - 4:00 pm EDT

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

Executive Seminar

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.

Executive Vice President, 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

Senior Associate, 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.

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