Annie Medina, MBA, ACNP-BC, Senior Associate, OPEN MINDS
Institute Agenda
Print-friendly Agenda
- Day One Tuesday August 14
- Day Two Wednesday August 15
- Day Three Thursday August 16
- Day Four Friday August 17
8:00 am - 4:00 pm
Designing & Implementing Innovative Treatment Programs: An OPEN MINDS Executive Summit & Showcase
Executive Summit
The focus of the summit is on exploring successful innovative treatment programs for consumers with complex support needs. The day will kick off with an overview of the trends driving new innovation in the health and human service market and a review of OPEN MINDS’ strategic framework for designing and launching sustainable treatment programs. Additionally, the day will feature case study presentations on cutting-edge new clinical programs – including their design and keys to successful implementation and sustainability. The summit will conclude with a round table discussion on the strategic challenges to innovation for specialty provider organizations, which will feature all of the day’s case study presenters.
8:00am - 9:00am
Breakfast and Networking
9:00am - 10:15am
Why Does Innovation Matter In Service Delivery?
For most organizations in the field, building a strategy for sustainability requires innovation – and simply expanding traditional services and service lines is not enough. But, it is important to remember that innovation is more than creativity. Innovation is the process of translating a new idea into a service that creates value for the organization and its customers. In this opening session, OPEN MINDS senior associate Annie Medina will kick off the summit with an overview of the trends driving innovation in the health and human service market and a review of OPEN MINDS’ strategic framework for designing and launching sustainable treatment programs.
Annie Medina, MBA, ACNP-BC, Senior Associate, OPEN MINDS
10:30am - 11:15am
Innovation In Practice: The Elite DNA Therapy Case Study
Depression affects more than 16.1 million adults in the U.S. and is the leading cause of disability among ages 15-44. Patients who seek treatment for Major Depressive Disorder (MDD) have a 27.5% chance of seeking remission, with the likelihood of remission at 6.9% after three treatments. Using Transcranial Magnetic Stimulation (TMS) Elite DNA has been able to treat medication-resistant patients with 71% treatment response and a 47% remission rates. Using technology to leverage the current patients who would benefit, empowering provider organizations, and educating key community stakeholders, Elite DNA has been able to expand it’s TMS presence from one chair to three, scaling to five by the end of 2018. Being innovative with treating MDD has led to happier patients, more confident providers, more align referral partnerships and payer relationships.
Philip Cirrone, MS, Chief Operating Officer, Elite DNA Therapy Services
11:15am - 12:00pm
Innovation In Practice: The Faison Center Case Study
As we move to a system of care focused more on self-determination, community participation, and the development of life sharing and supported living options for consumers with intellectual/developmental disabilities (I/DD), the challenge for many provider organizations is finding a way to deliver a care while also proving independence. The Faison Center has developed a unique, semi-independent living community for adults with autism and other developmental disabilities that allows individuals to transition from home-based services to a more independent lifestyle in adulthood. “The Residence” is comprised of 45 apartments, as well as a community room and recreational facilities for social activities, and features assistive and security technology. The Faison Center has been able to utilize assistive technology to improve consumer outcomes and support their consumers in living independently as possible.
Brian McCann, President & Chief Executive Officer, The Faison Center, Inc.
12:00pm - 1:30pm
Lunch
Lunch will be provided for all attendees – don't miss the opportunity to network with speakers and your fellow attendees!
1:30pm - 2:00pm
Innovation In Practice: The Anka Behavioral Health Case Study
For organizations that serve a widely dispersed community, engaging consumers in their treatment, tracking data and feedback in real-time, and building a team-based care plan can be a challenge. For Anka Behavioral Health, an organization that primarily contracts with behaviorists that are dispersed geographically, this situation meant that consumer tracking and monitoring was paper-based, inconsistent, and decentralized. A system that created problems and inefficiencies throughout the organization. By implementing a centralized system that provides a consistent standard for critical data collection, Anka has found a way to eliminate these issues. By utilizing Mozzaz, Anka’s data can be accessed anytime, anywhere via the internet in real-time with immediate reporting capabilities. This has resulted in substantial time and cost savings and better communication with consumers.
Stephen Hahn-Smith, Ph.D., Vice President, Quality Management, Anka Behavioral Health
2:00pm - 2:30pm
Innovation In Practice: The MAXIMUS Diversion Program Case Study
Building accessible, effective digital solutions that engage consumers and enable clinicians to spend less time on administrative tasks and more time on clinical care is a challenge at every organization. Finding an effective solution that meets that challenge can lead to positive health outcomes and savings in direct care costs. MAXIMUS Diversion Program has been able to build a mobile patient engagement model that provides true whole-person care works seamlessly with every system the consumer may encounter.
Virginia Matthews, RN, BSN, MBA, Project Manager, MAXIMUS Diversion Program
2:30pm - 3:00pm
Innovation In Practice: The Burrell Center Case Study
Consumers that are engaged and active participants in their care have better outcomes and lower costs. The ability of health and human service organizations to develop a tech connection with consumers is a fundamental part of managing populations and ultimately maintaining competitiveness in value-based contracting. The Burrell Center has been able to incorporate new technologies into their treatment plans for consumers with complex conditions. Through myStrength, an interactive digital platform with clinically-based health and wellness resources, the Burrell Center has been able to help consumers with behavioral health issues to manage their care and maximize their potential in the community.
Cristin R. Martinez, MS, LPC, Assistant Director, Burrell Behavioral Health
3:00pm - 4:00pm
The Innovation Challenge: A Town Hall Discussion Session On Implementing Innovation
Implementing new technologies and programs can be a challenge for even the most strategic-thinking organization. During this end-of-day wrap up session, we'll discuss the many challenges and opportunities that come with developing and implementing treatment innovations—from billing and financial issues, to staff training and process challenges. In addition to discussions with our panel, this session will include time for audience participation and open discussion.
Annie Medina, MBA, ACNP-BC, Senior Associate, OPEN MINDS
Annie Medina, MBA, ACNP-BC
Senior Associate, OPEN MINDS
Annie Medina, MBA, ACNP-BC, brings over ten years of experience in the health and human services industry to the OPEN MINDS team. Her expertise spans both clinical and operational functions and is focused in business operations, strategic planning, project management, training and curriculum development, and policy and procedure design. Ms. Medina currently serves as OPEN MINDS Executive Vice President of the Consulting Practice. In addition to her work with OPEN MINDS, Ms. Medina is a Hospice Nurse Practitioner for Crater Community Hospice.
Prior to joining the OPEN MINDS team, Ms. Medina was the Chief Operating Officer for Poplar Springs Hospital, a member of Universal Health Services, based in Petersburg, Virginia. In this role, she was responsible for performance improvement, policy and procedure creation, and strategy development and implementation for the hospital’s Joint Commission and CMS regulatory surveys. Prior to this role, Ms. Medina was a MBA intern for the Popular Springs CEO where she focused on business development, process improvement, training tool development and evaluation of newly offered programs.
Previously, Ms. Medina served as a Nurse Practitioner (NP) for both Hospitalist Consultants, Inc. and for VCU Health System. At Hospitalist Consultants, she was an Internal Medicine NP. As a hospitalist, she provided medical care to patients in Tucker’s Psychiatric Hospital and educated psychiatric nurses regarding the patients’ diagnoses and medical needs. At VCU, Ms. Medina was an Emergency Department NP, where she provided care to patients at a Level I Trauma Center. Additionally, she was a provider in the observation unit, a 10-bed patient unit attached to the Emergency Department, and coordinated clinical care for patients who would otherwise be medical inpatients.
Complementing her past experience, Ms. Medina remains highly involved in professional organizations and is currently a member of the Virginia Council of Nurse Practitioners, Sigma Theta Tau Honors Society of Nursing, and American College of Healthcare Executives. She was recognized in the 2011 cohort of “40 under 40” by the Virginia Nurses Foundation for activities that support her profession and community.
Ms. Medina earned her Master of Business Administration focused in Health Sector Management and Bachelor of Science in Psychology from College of William & Mary. She also earned a Master of Science in Nursing (Acute Care Advanced Practice) and a Bachelor of Science in Nursing from Virginia Commonwealth University, and later went on to teach both nursing students and medical students at the school. Ms. Medina is a registered nurse (RN) in Virginia with multistate authority and is a registered acute care nurse practitioner (ACNP-BC) in Virginia.
Philip Cirrone, MS, Chief Operating Officer, Elite DNA Therapy Services
Philip Cirrone, MS
Chief Operating Officer, Elite DNA Therapy Services
Philip is the Chief Operating Officer of Elite DNA Therapy Services, LLC a for-profit multi-disciplinary company providing services in 6 counties in Southwest Florida. Joining the company in 2014 as its first employee, Philip was able to grow the company’s revenue by at least 20% every year. With over 200 employees and 110+ providers, Elite DNA is the largest outpatient provider in SWFL. Prior to joining Elite DNA, Philip worked for 5-years in the health and wellness industry as an owner/operator and a consultant.
Philip has overseen business development and operations on the creation and expansion of the non-profit branch of Elite DNA Therapy Services; The Center for Progress and Excellence Inc. (CPE). CPE has become one of the fastest growing non-profit agencies in SWFL providing services to victims of Human Trafficking, the uninsured and the underserved. Many of the services offered are provided in Hendry and Glades counties, two rural counties that have been chronically underserved in the area of behavioral health.
Born and raised in Long Island, NY, Philip received his Bachelors of Science in Management from Florida Gulf Coast University and graduated from Florida Atlantic University with a Master’s of Science in Exercise and Health Promotion. As an advocate for those in need or at risk, Philip has presided on several boards including the co-chair of the Lee County Continuum of Care, Visuality and The Center for Progress and Excellence, Inc. Philip was previously a foster parent, and has adopted two children from the foster care system. This experience has led him to be a strong advocate for under-served children who are in foster care. His passion for helping others continues to promote his work in the area, with plans to branch out into residential services and targeted mental health crisis intervention.
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Cristin R. Martinez, MS, LPC, Assistant Director, Burrell Behavioral Health
Cristin R. Martinez, MS, LPC
Assistant Director, Burrell Behavioral Health
Cristin Martinez, LPC is the Assistant Director of Transitions a specialized program in Southwest, Missouri targeted to provide specialized adult services for adults with severe and persistent mental illnesses. Cristin’s role is oversight and leadership of Burrell’s core fidelity based programs, she oversees the operations of the ACT, ACT TAY, Integrated Treatment for Co-Occurring Disorders team as well as the agency’s DM 3700 team, a specialized team targeted to outreach and engage individuals who have an eligible diagnosis and are frequent users of crisis services to manage their physical health needs.
Cristin is a skilled bi-lingual therapist who has worked with youth, families and adults, and promotes a holistic multidimensional approach to her counseling practice. Cristin was an early promoter and adapter of digital technology within the agency; because of her efforts to promote use of myStrength through Burrell Behavioral health she currently holds the title of Project Manager training staff about the value of this product.
Outside of work Cristin enjoys spending time outdoors with her family in Branson, Missouri.
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Stephen Hahn-Smith, Ph.D., Vice President, Quality Management, Anka Behavioral Health
Stephen Hahn-Smith, Ph.D.
Vice President, Quality Management, Anka Behavioral Health
Stephen has been involved in behavioral health research and administration for over 25 years. Research endeavors include several large-scale cross-site studies, including the CAASP Infrastructure grant in New Mexico; the statewide children’s system of care evaluation while at the University of California, San Francisco; and several prevention related national cross-site studies while at EMT Associates.
Currently Stephen is the Vice President of the Quality Management Department at Anka Behavioral Health, a large non-profit organization focused on providing residential and outpatient services for individuals with behavioral health issues at over 70 facilities located throughout California. In this role, he oversees quality management issues throughout the agency, including adherence to compliance and regulatory issues, staff and customer surveys, training, clinical and program audits, program performance, and CARF Accreditation. In addition, the Quality Management Department is responsible for the design, implementation, and support for the Electronic Health Record at Anka Behavioral Health.
Stephen Hahn-Smith earned his PhD from the University of New Mexico in Research Psychology. After earning his PhD, Dr. Hahn-Smith completed a post-doctoral fellowship position at the University of California, San Francisco in Health Services Research. His most recent educational endeavor was completion of the Executive MBA program at Sacramento State University.
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Matthew R. Osborne MS, BCBA, LBA, Director of Adult and Residential Services, The Faison Center, Inc.
Matthew R. Osborne MS, BCBA, LBA
Director of Adult and Residential Services, The Faison Center, Inc.
Matthew Osborne’s first encounter with autism occurred while he was a college senior supporting a teenager with autism at a public high school. At that time there were very few options in the community for adults with autism, and he feared what would happen to his student when he “aged-out” of the public school system. Since then, Matthew has dedicated himself to developing effective, person-centered supports for individuals across the spectrum and across the lifespan.
Prior to joining Faison, Matthew served as the Director of Adult Services at the Virginia Institute of Autism in Charlottesville, VA, and created their Adult Academy. Additionally, he has held the roles of Lead Board Certified Behavior Analyst at Autism Home Support Services in Ann Arbor, MI, and the Director of Psychology at the Northern Virginia Training Center in Fairfax, VA.
Matthew received his M.S. in applied behavior analysis from the Florida Institute of Technology, and his B.S. in psychology from Florida State University. He is a Virginia-licensed Board Certified Behavior Analyst (BCBA) and a member of the Association for Behavior Analysis International, the Virginia Association for Behavior Analysis, and the Association for Professional Behavior Analysts.
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Brian McCann, President & Chief Executive Officer, The Faison Center, Inc.
Brian McCann
President & Chief Executive Officer, The Faison Center, Inc.
Brian was elected President and CEO of The Faison Center by the Board of Directors in December 2015. Prior to joining the team at The Faison Center, Brian was an attorney who devoted his law practice to civil litigation with an emphasis in education law to help families of children with disabilities. During his legal career, Brian was recognized in Virginia Super Lawyers in 2013, 2014 and 2015. Brian was also a member of The National Trial Lawyers Top 100 Trial Lawyers in the Commonwealth of Virginia. In 2013 Brian was recognized as a Top 40 Under 40 in the city of Richmond for his work in Special Education Law.
Born and raised in Richmond, Brian earned his Bachelor of Arts in Economics from the College of William & Mary and graduated from the William & Mary School of Law, where he was a member of Order of the Coif, Law Review and Moot Court. He currently serves on the Board of the Council for Autism Service Providers, a national organization that advocates for provider best practices for autism services.
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Virginia Matthews, RN, BSN, MBA, Project Manager, MAXIMUS Diversion Program
Virginia Matthews, RN, BSN, MBA
Project Manager, MAXIMUS Diversion Program
Ms. Matthews has more than 30 years of experience in health care delivery both in clinical and administrative settings. Her experience includes:
- Project Manager, MAXIMUS California Health Professionals Diversion Program
- Hospital Administrator, CEO and COO
- Assistant Vice President for Clinical Systems, West Region, for a psychiatric hospital company
- Director of Clinical Systems for a major metropolitan Mental Health Hospital
- Consultant to psychiatric and substance abuse facilities for hospital operations
Since joining MAXIMUS in 2007, Ms. Matthews has served as the Program Director for the California Diversion Project. Ms. Matthews brings to the Diversion Project a management perspective that is tempered with practical hands-on experience. As the Diversion Director she has continued to improve the processes and deliverables that support the Diversion Project, bringing the poorly performing project from an annual financial loss to successfully meeting target profitability. This position has provided Ms. Matthews the opportunity to testify twice in front of the California Senate Business, Professions and Economic Development Committee, speak to various California Licensing Boards, and testify in Federal Court in a major litigation.
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9:00 am - 1:00 pm
Is Your Organization Managed Care Ready? An OPEN MINDS Executive Seminar On Provider Organization Planning & Positioning For Success
Executive Seminar
In an evolving managed care marketplace new payer service delivery requirements and expectations are changing the way community mental health provider organizations deliver traditional mental health services. The partnership between payer and provider has resulted in the alignment of shared goals for timely access to treatment and services, client care coordination, targeted client outcomes, strategic market planning/ outreach, and intake and admissions processes. To be successful in this environment, provider organizations must be managed care ready and positioned as a "preferred provider" in this competitive market.
In this seminar, Richard Louis, III, OPEN MINDS Senior Associate & Advisory Board Member, will present essential best management practices and the internal departmental supports necessary to succeed in a high volume and outcomes driven managed care environment. In this seminar, we will discuss:
- Core themes related to customer centric intake and admission processes to ensure maximum client visits and reduce "no show rates"
- Development of winning marketing strategies and account management to drive and maintain maximum referral volume
- Customer focused care coordination for effective continued stay reviews, treatment updates and discharge planning
Richard Louis, III, Senior Associate, OPEN MINDS
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.
1:00 pm - 4:00 pm
How To Develop A Successful Marketing Plan: The OPEN MINDS Seminar On Marketing Strategy
Executive Seminar
A winning marketing plan is one of the basic business necessities 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
Monica E. Oss, Chief Executive Officer, OPEN MINDS
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 two 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 - 9:00 am
Registration & Executive Networking Breakfast In The Institute Exhibit Hall
Networking
Check-in at the registration desk to get your name badge and program materials, then join us in the exhibit hall for breakfast. Take some time to meet your fellow attendees, talk to our sponsors, and prepare for the day ahead.
9:00 am - 10:00 am
Integration, The End Of The Carve-Out & The Importance Of Financing - The Health Plan Role In Facilitating "Whole Person" Care
Keynote Address
The health and human service system is being shaped by a payer focus on integration through consumer-centric care coordination between primary care, wellness maintenance, behavioral health, home care, and community supports. This market evolution is creating a new set of strategic disruptors for all organizations serving complex consumers. In our opening keynote presentation, Devan J. Cross, President, MHN will discuss the challenges of building integration points in our current health care system and how MHN and Centene are facilitating integrated care coordination models throughout their network. He will also cover the culture shift required to successfully move to an integrated care model, the challenges of building partnerships between primary and behavioral health care, alignment of goals, the growing role of technology, and how the shift to integration will influence the future of provider activities.
Devan J. Cross, President, MHN, A Subsidiary of Centene
Devan J. Cross
President, MHN, A Subsidiary of Centene
Devan Cross is the President of MHN, a managed behavioral health organization and a part of the Envolve family of specialty companies of the Centene Corporation. MHN provides comprehensive behavioral health and employee assistance services to over 6M members. Devan brings a wealth of diverse experience to optimize the solutions that deliver great healthcare, driving cost efficiencies, improved care coordination, and customer and member satisfaction.
While with MHN, Devan has served in a variety of operational and leadership roles, including direct oversight of clinical operations and administrative support of federal contracts. Before joining MHN, Devan served as a Naval Officer following his graduation with merit from the United States Naval Academy and holds an MBA from the University of California.
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10:15 am - 11:30 am
Thought Leader Discussion Session With Devan J. Cross, President, MHN
Breakout Discussion Session
Join us for a follow-up session with our keynote speaker, Devan J. Cross, President, MHN. Use this time to ask questions and continue the morning’s discussion with Mr. Cross and OPEN MINDS CEO Monica E. Oss.
Devan J. Cross, President, MHN, A Subsidiary of Centene
Devan J. Cross
President, MHN, A Subsidiary of Centene
Devan Cross is the President of MHN, a managed behavioral health organization and a part of the Envolve family of specialty companies of the Centene Corporation. MHN provides comprehensive behavioral health and employee assistance services to over 6M members. Devan brings a wealth of diverse experience to optimize the solutions that deliver great healthcare, driving cost efficiencies, improved care coordination, and customer and member satisfaction.
While with MHN, Devan has served in a variety of operational and leadership roles, including direct oversight of clinical operations and administrative support of federal contracts. Before joining MHN, Devan served as a Naval Officer following his graduation with merit from the United States Naval Academy and holds an MBA from the University of California.
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Monica E. Oss, Chief Executive Officer, OPEN MINDS
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 two 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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Best Practice Staffing Models For The New Value Equation: An Executive Discussion On Compensation, Retention & Productivity
Breakout Session
This session will uncover the best practices for staffing models, performance based compensation, and the best strategy for employee retention. In addition, participants will have the opportunity to review some examples of current models being used by provider organizations, the benefits and challenges associated with each model, and how to implement the best model for your organization. The agenda for this session includes:
- How to measure clinical staff productivity
- How to develop a compensation strategy that works for your organization
- How to use productivity measurement to maximize your organization’s revenue potential
Ken Carr, Senior Associate, OPEN MINDS
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.
Lori M. Schmidt, Director of Behavioral Health, HealthPartners
Lori M. Schmidt
Director of Behavioral Health, HealthPartners
Lori Schmidt has over 20 years of experience in the healthcare and nonprofit industry with an emphasis on mental health and chemical dependency for underserved populations. Ms. Schmidt is currently the Director of Behavioral Health Services at HealthPartners. In this role, she plans, implements and evaluates innovative and improved clinical care models, workflows, and operations across the organization.
Prior to her current role, Ms. Schmidt was the Executive Director at Central Minnesota Mental Health Center where she led a multi-site behavioral healthcare delivery system with over 300 employees and a $20 million annual budget. While serving as the Executive Director, she was responsible for developing and executing a strategic plan that resulted in a 33% growth in the annual budget. Initiatives implemented as result of the executed strategic plan included adding a pharmacy for integrative care, developing telepsychiatry services, and implementing a new electronic health record system. As a result, Ms. Schmidt was awarded the 2014 Minnesota DHS Commissioner Circle of Excellence Award for innovative program development and implementation.
Previously, Ms. Schmidt served as the Supervisor of Social Services for Wright County based in Buffalo, Minnesota, where she managed mental health services for the residents of Wright County. As part of her role, she coordinated with public health and mental health services across the county; represented organization on various county and community committees, task forces, and planning groups including the Mental Health Advisory Council Local Advisory Council (LAC) and in implementing the county’s SAMHSA (Substance Abuse and Mental Health Services Administration) grant. While serving in this role she was awarded the Johnson & Johnson Dartmouth Award for Individual Placement and Support.
Ms. Schmidt also worked for 13 years as a Senior Social Worker for Hennepin County in Minneapolis, Minnesota, where she worked in various areas of the organization providing legal services, case management, adult services and child crisis interventions. While working in adult services, Ms. Schmidt held an impressive 90% success rate representing clients for Social Security benefits before the administrative law judge and collecting over $1 million for Hennepin County in 1995.
Ms. Schmidt received her Juris Doctorate from William Mitchell College of Law and a Bachelor of Arts in Psychology from Adolphus College. Additionally, she has been a member of the Minnesota State Bar since 2001.
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Cutting Edge Telepsychiatry: Sustainable Program Models In Practice
Breakout Session
Telepsychiatry’s use in health and human services is expanding with new governing policies, new reimbursement opportunities, and new competition showing up every day. Adding telepsychiatry as a new service line based on these developments requires executives to evaluate their market potential, understand their competitors and challenges, and build a strategy that will enable them to invest in telepsychiatry as a sustainable business model for their organization. In this session, our team of experts will cover:
- How the telepsychiatry market has evolved and where we are headed in the future
- A dynamic process for building a telehealth program within your organization
- Case studies from organizations that have gone through a strategic process to build successful telepsychiatry programs
Joseph P. Naughton-Travers, EdM, Senior Associate, OPEN MINDS
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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Increasing Client & Staff Engagement Through Creative Use Of Technology
Knowledge Partner
Sponsored by Welligent
EHR software and functionality continues to improve and new vendors have claims of offering the “perfect” solution. However, it's often beneficial for providers to move beyond focusing on idyllic features and start using their existing EHRs in ways that better support their clinical process. This approach not only extends the life of an organization’s current EHR, but may also have a direct positive impact on staff and client outcomes. Providers can resolve a myriad of issues by considering new techniques for maximizing an organization’s existing EHR.
In this dynamic panelist discussion, hear from providers like you that collaborate with their EHR vendor to enhance complex software and build new applications that are mutually beneficial. Jointly consider questions like:
- What is your organization's product adoption style, and how do you communicate this while planning for an implementation of new tools?
- How can you work with a vendor to develop new tools that are mutually beneficial, and what does this process look like?
- Does integrating clients into a patient portal implementation change how you assemble an internal project team?
- How can your EHR's data be transferred instantly and securely to improve engagement and outcomes?
- How does your organization use tools to alert staff and clients, inform decisions, and set future priorities?
Matt Chamberlain, Chief Operating Officer, Welligent
Matt Chamberlain
Chief Operating Officer, Welligent
Matt has 15+ years of experience in healthcare IT and brings to Welligent an extensive background in EHR solutions architecture, sales, and software engineering. He helps elevate Welligent's market position and supports continued growth and product development. Matt aims to maximize productivity and revenue by developing plans for better resource allocation and driving a strategic analytical approach to measuring performance across departments.
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Heather Rudolph, President, RCI
Heather Rudolph
President, RCI
Healthcare and technology consultant with more than 20 years of software solution experience, spending 10 years working with EHR solutions for community mental health agencies, and the past three years primarily focused on using business intelligence tools to get more value out of EHRs and the valuable data they provide. Heather is equipped with an in-depth understanding of the unique needs of each agency, and is dedicated to helping customers reach their goals of compliance, growth, and improved client care. She specializes in strategy development, implementations, reporting, and business intelligence.
Gaston Nguyen, Ph.D., Director of Electronic Health Information Management Department, Pacific Clinics
Gaston Nguyen, Ph.D.
Director of Electronic Health Information Management Department, Pacific Clinics
Gaston Nguyen, Ph.D., brings over 15 years experience working in the community mental health sector in collaboration with LA County Department of Mental Health and Department of Children and Family Services. His experience spans across clinical, administrative, and technical/operational functions. He served as the Program Director for several DMH and DCFS contracted programs in the last decade, serving both adult and children with severe and persistent mental illnesses, as well as families associated with child protective services. He is currently the Director of the Electronic Health Information Management Department at Pacific Clinics, a non-profit behavioral health agency servicing over 12,000 clients in the Los Angeles, San Bernardino, Orange, and Ventura counties.
In his current position, Dr. Nguyen oversees the electronic health record system (i.e., Welligent) across the 50+ sites at Pacific Clinics that utilizes the EHR system. In this capacity, he manages all of the daily operational functions of the system, as well as the implementation of all new EHRS projects. He assists in the development, design, and integration of the EHRS into the programs’ daily operations. His clinical background lends good expertise and support in the design and application of the EHR system to the clinical programs. He also collaborates closely with the vendor in developing and testing new applications for the system, continually pushing for new ways to innovate and improve the process for the clinical and administrative staff.
Dr. Nguyen received his Bachelors in Clinical Psychology at the University of California, Irvine and his Masters and Doctorate from the California School of Professional Psychology- Los Angeles.
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Yamile Arriola, Project Manager, Pacific Clinics
Yamile Arriola
Project Manager, Pacific Clinics
Yamile Arriola is the Electronic Health Records Project Manager for Pacific Clinics, a non-profit behavioral health agency servicing 12,000 clients in the Los Angeles, San Bernardino, Orange, and Ventura counties. She brings over 15 years of experience in the behavioral health industry. Her expertise involves Business Management, Multicultural Communications, Support Service Management, Data Management and Revenue.
Since joining Pacific Clinics in 2004, Yamile’s inimitable personality and work ethic has formed a tight network of peers, physicians, vendors and county personnel. Being able to build a network is her pride and joy and a standing representation of her customer service.
With heart in hand, Yamile’s dedication to Pacific Clinics is well imprinted in the agency’s history. In 2005, she coordinated and opened new site locations and ensured all needs were met, starting from the inner mechanics, to staff interviews, to the finishing aesthetic touches.
In 2012, Yamile was at the forefront of Pacific Clinics transition into the Electronic Health Records powered by Welligent. With the end users in mind, she created the logistics behind the standardization of workflows and communications that helped Pacific Clinics 1,200 employees successfully transition into the electronic era.
Currently, Yamile is implementing the next level of Electronic Health Records which involves Tele-psychiatry, Electronic Prescriptions of Controlled Substance and E-labs.
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11:45 am - 1:00 pm
Building A New Strategy For A New Market: A Guide To Scenario-Based Planning & Portfolio Management
Breakout Session
In a turbulent market, the question that is top of mind for health and human service executives is: Where will we be next year? The question of sustainability is where strategy comes in. Every organization needs three strategies – the 'now' strategy, the 'future sustainability' strategy, and the plan to get from one to the other. But, the best laid plans do not assure success. A great strategy needs a detailed implementation plan and management framework to assure its implementation. In this information-packed session, you will learn the field-tested, best practice models from the team at OPEN MINDS. This session will include:
- An overview of our best practice strategic planning process
- Implementation planning for taking plan to action – developing an accountable implementation process
- Managing strategy implementation (and change) for success
Stacy DiStefano, Chief Operating Officer, OPEN MINDS
Stacy DiStefano
Chief Operating Officer, OPEN MINDS
Stacy DiStefano brings over 20 years of business development and executive leadership experience in the health and human services industry to OPEN MINDS. She currently serves as OPEN MINDS Chief Operating Officer where she is responsible for operations management, business development, and innovation for OPEN MINDS Strategic Advisory Services.
Before joining OPEN MINDS, Ms. DiStefano served as the Vice President of Innovation for Resources for Human Development (RHD) in Philadelphia, Pennsylvania. In this role, she led the innovation, strategy, and national development efforts to broaden the scope of services, diversify funding sources, engage and maintain political relationships, and design programs based on regional needs to enhance systems of care. In addition, she built and maintained relationships through individual meetings, public speaking, conferences, providing expert testimony and research, making her a trusted leader of remote, mission driven teams with matrix reporting.
Previously, Ms. DiStefano served as the Director of National Business Development and Social Innovation, as well as the New Jersey Supportive Housing Director. Prior to her service at Resources For Human Development, Ms. DiStefano was a lead therapist at the Center For Behavioral Health in New Jersey, practicing individual, child, family, and couples-solution focused counseling in a managed care setting, while also mentoring and clinically training Master’s interns. Starting her career in Arizona, Ms. DiStefano gained valuable experience in community behavioral health at EMPACT-Suicide Prevention Center, now La Frontera, where she managed the Service Utilization Department while regularly filing shifts on the crisis response team.
Throughout her extensive career, Ms. DiStefano has demonstrated success in high level contract negotiations, strategy, government relations and creating collaborative partnerships. While she is skilled at public policy analysis, identifying and managing trends, Mergers and Acquisitions, and all phases of business development, she also brings a thorough understanding of corporate fiscal oversight and the budgeting budget process.
Recognized for her clinical acumen with a deep understanding of SPMI and IDD population, Medicaid waivers, homelessness and systemic effects of SUD and the opioid crisis, Ms. DiStefano has a proven ability to understand conflicting interests and build consensus.
She is considered to be a subject matter expert in Supportive Housing, Housing First, Harm Reduction, Trauma Informed Care, Olmstead, HCBS, Value Based Payment Arrangements, Managed Care Organizations, MLTSS, and population health management. In addition, Ms. DiStefano has been featured at numerous international speaking engagements discussing topics such as strategic planning and housing advocacy, as an engaging public speaker with confidence speaking to settings of all sizes.
Ms. DiStefano earned her Master of Counseling from the University of Phoenix and her Bachelor of Arts degree in Sociology from Arizona State University.
Kristi Daugherty, LCSW, LISW, MBA, Chief Executive Officer, Emergence Health Network
Kristi Daugherty, LCSW, LISW, MBA
Chief Executive Officer, Emergence Health Network
Kristi Daugherty, CEO for Emergence Health Network, has over fifteen years of experience in the behavioral health arena. As chief executive for El Paso County’s Mental Health/Intellectual Disabilities Authority for El Paso County, Ms. Daugherty is responsible for all clinical and oversight services delegated through performance contracts with Texas Health & Human Services.
Previously, Ms. Daugherty served as Chief Clinical Officer for Emergence and as Director for Sun City Behavioral Health Care, Emergence’s non-profit subsidiary. She also has extensive experience in the private behavioral health sector, serving as Director of Clinical Services University Behavioral Health in El Paso and Director of Outpatient Services Mesilla Valley Hospital in Las Cruces, New Mexico.
Ms. Daugherty is a Licensed Clinical Social Worker in the State of Texas and a Licensed Independent Social Worker in the State of New Mexico. She has a Master’s Degree in Social Work from New Mexico State University and is a graduate of the Executive MBA Program at the University of Texas at El Paso.
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A Guide To Self-Direction In The I/DD Market: Incorporating Consumer Self-Direction Into Your Program Model
Breakout Session
For community-based provider organizations operating in the I/DD space, there is a need to diversify program options to provide consumer choice and consumer engagement. This means provider organizations need to tailor their service offerings to individual consumer needs, provide more service options, work to more actively engage consumers in their care decisions, and develop partnerships with other community-based organizations to deliver the services and social supports that consumers need and want.
In this session, we will cover:
- The market trends and challenges shaping the market for organizations serving the I/DD population
- Essential components to developing a program model that incorporates consumer self-direction
- Case studies from organizations that have implemented self-direction into their programs
Richard Louis, III, Senior Associate, OPEN MINDS
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.
Christy Shaver, VP of Operations, Monarch NC
Christy Shaver
VP of Operations, Monarch NC
Christy has been with Monarch for 22 years and leads the agency’s residential, vocational and community services in supporting, educating and empowering people with Intellectual and Developmental Disabilities (I/DD) and Mental Illness to choose and achieve what is important to them.
She oversees major clinical and administrative operations as well as developing and ensuring the implementation of new and existing programs and services in western North Carolina. Christy has aided her division in the accomplishment of national accreditation in both The Commission on Quality Leadership (CQL) and The Joint Commission
Christy holds a Bachelor of Science degree from Gardner-Webb University followed by a Masters of Health Administration from Pfeiffer University. Throughout Christy’s 20 plus years in the field of mental health and human services she has served in both direct support and administration. She is a graduate of the N.C. Advancing Strong Leadership Initiative through the N.C. Developmental Disabilities Council and is a Master Trainer for “Getting It Right.”
She is married, has one daughter and lives in Albemarle, NC.
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Patricia Kreil, Lifesharing Unit Director, Resources for Human Development (RHD)
Patricia Kreil
Lifesharing Unit Director, Resources for Human Development (RHD)
Patricia Kreil has worked for Resources for Human Development of over 20 years. During that time, she has worked with both adults and children diagnosed with Intellectual Developmental Disorder, Autism, and Behavioral Health Disorders. During her time at RHD, Patricia has held many different positions including Direct Support Professional, Team Leader, Program Specialist, Children’s Service Coordinator, and various positions directing Residential Services, Day program and Lifesharing.
Patricia supports services that are person centered and self-directed, which led to her current role as the Director of Lifesharing. In this role, she leads 40 host families supporting 41 individuals diagnosed with IDD, Autism and Behavioral Health live successfully in family community settings. Under this umbrella of Lifesharing, she also supports four homes owned by the individual and their families where their services are self directed. Patricia also provides support to other RHD programs in various states where the provision of Lifesharing services is being pursued.
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Rayann Rohrer, Regional Director, Resources for Human Development (RHD)
Rayann Rohrer
Regional Director, Resources for Human Development (RHD)
Rayann Rohrer, a licensed social worker in the state of Pennsylvania, has worked in hospital-based and community settings for over 35 years. She has been employed by Resources for Human Development (RHD), a national, non-profit, human service agency, for 18 years. In her current position of a Regional Director for the Pennsylvania IDD Division of RHD, she provides administrative and operational oversight to residential programs, including Life Sharing. She also holds responsibility for community participation supports, vocational training and supported employment.
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Evidence-Based Practice & Practice-Based Evidence: How Technology Should Support The Former & Produce The Latter
Knowledge Partner
Sponsored by Netsmart
Evidence-based practices and outcomes-driven treatment tools are more in demand than ever. As the healthcare environment moves to a value-based care model, proven outcomes and measurements are quickly becoming a “must have” for organizations looking to stay one step ahead of the competition.
Recovery-focused evidence-based practices that focus on enabling real world outcomes like employment, education and a sense of well-being have been shown to produce tangible financial and clinical outcomes. This session will focus on how technology can enable consumer-focused care and the implementation of evidence-based practices that drive integration and collaboration.
Featured will be case studies from Netsmart clients using selected evidence-based practices at the point of care to drive real-time clinical decision making on outcomes that matter to understand, monitor and predict progress toward recovery. We will also examine how technology can seamlessly monitor and guide the evolution of all evidence-based practices towards practice-based evidence. Whether it’s genomics or the use of an assessment, you’ll learn from real-world examples of technology informing care in living manner.
Carol Reynolds, Executive Vice President, Client Experience, Netsmart
Carol Reynolds
Executive Vice President, Client Experience, Netsmart
Carol Reynolds is Executive Vice President, Client Experience for Netsmart. Netsmart innovates electronic health records (EHRs), solutions and services that are powerful, intuitive and easy-to-use. The Netsmart platform provides accurate, up-to-date information which is easily accessible to care team members in behavioral health, social services and post-acute.
Carol and her team are responsible for the delivery and support of innovative solutions to Netsmart clients. This includes driving the company’s client health initiative, as well as other areas that affect the client experience, such as solution support, user groups, client councils and product management.
She previously served as senior vice president of implementations and operations and was a manager, leader, mentor and team builder to project managers and project executives. In this role, she created a project management office, developed standard processes for requirements capture and reduced average project duration by 32 percent.
Prior to joining Netsmart in 2002, Carol owned Advanced Information Management, Inc., a software applications developer for the senior living industry. She designed and developed healthcare applications for both financial and clinical environments, as well as implementation services. Her experience included company-wide strategic planning; project planning/ implementation; production programming; and customer service/support and call center operations for 42 applications used by more than 400 long-term care facilities.
Carol earned her bachelor’s degree in business from Marian College and a master’s degree in project management from Boston University, graduating with honors. She served as the vice president of Outreach for Project Management Institute (PMI), Long Island Chapter. She received her project management professional (PMP) certification from the Project Management Institute and her product management certification from Pragmatic Marketing.
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The Valant EHR: An Intuitive Platform
Technology Demonstration
Sponsored by Valant
When searching for an EHR for example, an intuitive user experience and configurable workflows are increasingly important. When it comes to an approachable, straightforward workflow, The Valant Platform EHR is one that must be seen to be believed. The interface looks like a modern experience we have come to expect from current technology, but is unique in the Behavioral Health market.
This brief demo will cover the foundation of Valant EHR technology and how it’s different from what you’re using today. We’ll dive a bit into the interface to show how this underlying technology creates incredibly easy, straightforward workflows and reporting that takes little to no training. We hope you’ll join us in this talk about how modern technology enables an intuitive EHR.
Brian Gann, Comerical Product Manager, Valant
Brian Gann
Comerical Product Manager, Valant
Brian Gann has been on the Valant team for over five years, and is an expert in connecting behavioral health administrators with usable and sustainable technology. He is a technical expert who can explain complex functions in relatable language.Brian graduated from the University of Washington with a degree in history before changing course to work in healthcare and technology.
Colin Flynn, Enterprise Account Executive, Valant
Colin Flynn
Enterprise Account Executive, Valant
Colin Flynn brings business savvy to behavioral health operations. With a background from University of Washington’s Foster School of Business and his experience at Valant, he has helped our customers nationwide get the most out of EHR technology. Colin is the Valant executive representing California, and is passionate about bringing the Platform for Behavioral Health to this community.
1:00 pm - 2:30 pm
Lunch On Your Own
Networking
What Executives Need To Know About EHR/Tech Management
Invitation-Only Lunch
Sponsored by Credible Behavioral Health Software
Not sure how you and your Agency fit in with the new tech oriented world? Not sure how you can leverage EHR technology in a value based or other payment model?
Come listen to a “reformed” behavioral health executive with over 15 years of experience in an Agency and another 1.5 years working with a leading SaaS provider.
Learning objectives:
- Fundamentals of Tech Management
- Advanced Strategies
- Strategic Tech Action Planning
Gary Minnier, MHA, Senior Manager of Partner Experience and Innovation, Credible Behavioral Health Software
Gary Minnier, MHA
Senior Manager of Partner Experience and Innovation, Credible Behavioral Health Software
Gary Minnier is Credible’s Senior Manager of Partner Experience and Innovation. Mr. Minnier has nearly two decades of experience in operational management of community-based health organizations and in providing direct client care. In addition to overseeing the operations and supervision of clinical care teams, Mr. Minnier was responsible for leading the strategic key initiatives for the organization resulting in significant revenue gains and operation efficiency improvements, including those gained by the implementation and adoption of a best in class EHR. Recently, Mr. Minnier has turned his attention to working with the technology and systems utilized to assist care providers and Agencies improve the quality of care for clients and families in Behavioral Health. With his focus on leveraging health information technology to improve service delivery and the quality of care provided, Mr. Minnier has played pivotal roles in collaborating with the wide swath of Behavioral Health Agencies nationwide to enable a more focused and driven effort to incorporate their needs from the front lines into key product initiatives. Mr. Minnier earned his BA’s in English and Sociology from Washington & Jefferson College and his Master’s in Healthcare Administration from Mount St. Mary’s University.
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2:30 pm - 3:45 pm
A Provider Organization's Guide To MAT: How To Incorporate Medication Assisted Treatment Into Your Model Of Care
Breakout Session
There has been an industry movement towards evidence-based addiction treatment services. This has led to an increased interest in medication assisted treatment (MAT) and a new market for community-based, MAT-infused addiction treatment programs. But although MAT has become more widely accepted, integrating MAT within your organization’s programs can have many challenges. This session will include:
- A review of MAT in addiction treatment, including the market trends, industry perspectives, and strategic challenges
- A discussion on best practices in incorporating MAT into your organization
- Case studies from provider organization executives who will share their experiences, successes, and challenges incorporating MAT into their models of care
Annie Medina, MBA, ACNP-BC, Senior Associate, OPEN MINDS
Annie Medina, MBA, ACNP-BC
Senior Associate, OPEN MINDS
Annie Medina, MBA, ACNP-BC, brings over ten years of experience in the health and human services industry to the OPEN MINDS team. Her expertise spans both clinical and operational functions and is focused in business operations, strategic planning, project management, training and curriculum development, and policy and procedure design. Ms. Medina currently serves as OPEN MINDS Executive Vice President of the Consulting Practice. In addition to her work with OPEN MINDS, Ms. Medina is a Hospice Nurse Practitioner for Crater Community Hospice.
Prior to joining the OPEN MINDS team, Ms. Medina was the Chief Operating Officer for Poplar Springs Hospital, a member of Universal Health Services, based in Petersburg, Virginia. In this role, she was responsible for performance improvement, policy and procedure creation, and strategy development and implementation for the hospital’s Joint Commission and CMS regulatory surveys. Prior to this role, Ms. Medina was a MBA intern for the Popular Springs CEO where she focused on business development, process improvement, training tool development and evaluation of newly offered programs.
Previously, Ms. Medina served as a Nurse Practitioner (NP) for both Hospitalist Consultants, Inc. and for VCU Health System. At Hospitalist Consultants, she was an Internal Medicine NP. As a hospitalist, she provided medical care to patients in Tucker’s Psychiatric Hospital and educated psychiatric nurses regarding the patients’ diagnoses and medical needs. At VCU, Ms. Medina was an Emergency Department NP, where she provided care to patients at a Level I Trauma Center. Additionally, she was a provider in the observation unit, a 10-bed patient unit attached to the Emergency Department, and coordinated clinical care for patients who would otherwise be medical inpatients.
Complementing her past experience, Ms. Medina remains highly involved in professional organizations and is currently a member of the Virginia Council of Nurse Practitioners, Sigma Theta Tau Honors Society of Nursing, and American College of Healthcare Executives. She was recognized in the 2011 cohort of “40 under 40” by the Virginia Nurses Foundation for activities that support her profession and community.
Ms. Medina earned her Master of Business Administration focused in Health Sector Management and Bachelor of Science in Psychology from College of William & Mary. She also earned a Master of Science in Nursing (Acute Care Advanced Practice) and a Bachelor of Science in Nursing from Virginia Commonwealth University, and later went on to teach both nursing students and medical students at the school. Ms. Medina is a registered nurse (RN) in Virginia with multistate authority and is a registered acute care nurse practitioner (ACNP-BC) in Virginia.
Christopher Yadron, Ph.D., LCPC, CADC, Vice President of the West Region and Administrator of the Betty Ford Center, Hazelden Betty Ford Foundation
Christopher Yadron, Ph.D., LCPC, CADC
Vice President of the West Region and Administrator of the Betty Ford Center, Hazelden Betty Ford Foundation
In his role, Dr. Yadron oversees the Betty Ford Center in Rancho Mirage and its outpatient sites in West Los Angeles and San Diego, as well as the Oregon Beaverton facility and our Springbrook campus in Newberg, Oregon.
Dr. Yadron has provided top-notch clinical service and highly effective leadership in a wide variety of substance use, mental health and nonprofit settings over the past 20 years. Most recently he served as the executive director of the Hazelden Betty Ford Foundation's facilities in New York, located in the Chelsea and Tribeca neighborhoods of Manhattan.
Dr. Yadron received his PhD from the Chicago School of Professional Psychology. He completed his bachelor's degree in Philosophy at Trinity Christian Colle ge and his master's degree in Counseling Psychology at Loyola University in Chicago. He also received an MDiv in Theology from Covenant Theological Seminary.
He is a Licensed Clinical Professional Counselor and a Certified Alcohol and Drug Counselor. He often speaks at conferences and workshops on addiction and the family, counselor training and development, and organizational leadership.
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David Lisonbee, President & Chief Executive Officer, Twin Town Treatment Centers
David Lisonbee
President & Chief Executive Officer, Twin Town Treatment Centers
David Lisonbee is President and Chief Executive Officer of Twin Town Corp., Dba Twin Town Treatment Centers, which operates a network of six Los Angeles and Orange County based outpatient addiction treatment programs.
Possessing over twenty-five years of behavioral health management and executive experience, Mr. Lisonbee oversees corporate governance, development, finance, compliance, quality management and clinical service. He completed his Bachelors Degree in psychology and has assorted graduate work and continuing education in psychology, public and hospital administration, and addiction science. Prior to operating Twin Town Treatment Centers, Mr. Lisonbee administrated and developed psychiatric hospitals and outpatient programs in such roles as Director, CEO and Regional President.
Having both personal and professional investment in recovery from addiction, David is an advocate for the addiction treatment profession, which includes fostering consumer, regulatory and political causes. Mr. Lisonbee believes that the profession of addiction treatment is best served by scientific research, empirical and experiential insights into the disease, combined with personal and social commitments and ethics.
Mr. Lisonbee is a grateful recipient of a life born out of recovery, grace, and the miraculous. Travel, exploration of the wilderness, and his love of his animals and his husband occupy his spare time.
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Best Practices In Revenue Cycle Management: A Guide To Optimizing Your Revenue Cycle In A Value-Based Market
Breakout Session
Most organizations typically only collect 80% of Medicaid services that are billed. Although many organizations have revenue cycle management systems in place, most have not evolved their systems to tightly measure and manage cost, care, and outcomes across the entire episode of care. But provider organizations that understand how to manage costs, while delivering quality service and better outcomes, will be the best positioned to thrive in the value-based world. In this session one will learn about how to assess your organization’s revenue cycle management, from point of service to billing strategies and how to optimize your revenue cycle for value-based reimbursement.
Joseph P. Naughton-Travers, EdM, Senior Associate, OPEN MINDS
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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How To Be Operable In An Interoperable World
Knowledge Partner
Sponsored by The Echo Group
The session will provide an overview of the interoperability requirements as established in the 21st Century Cures Act and highlight the challenges faced by behavioral health organizations in meeting the new requirements.
Suki Norris, J.D., Senior Knowledge Engineer, The Echo Group
Suki Norris, J.D.
Senior Knowledge Engineer, The Echo Group
Suki joined The Echo Group in 1996 and has more than 35 years of experience in healthcare including healthcare law, managed care and behavioral health.
Suki has extensive experience with Medicaid waivers, meaningful use, and the Excellence in Mental Health Act. She has worked extensively in data analysis, including analysis of big data in support of clients and ongoing research. Her knowledge of behavioral health law has been sought by customers across the country as they address specific needs such as managed care and Health Information Exchange implementation.
Suki received her Bachelor's Degree in economics from Mills College and her Juris Doctor degree from Golden Gate University.
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Minimizing Physical Restraint & Seclusion Initiative: Safety You Can Count On
Technology Demonstration
Sponsored by Grafton Integrated Health Network
This presentation will fully describe the journey of one behavioral healthcare provider with a restraint and seclusion problem. Through an initiative to manage physically aggressive behavior safely without utilizing restraint or seclusion, a problem became an invention and an opportunity to assist other organizations.
Kim Sanders, President, Ukeru Systems & Executive VP, Grafton Integrated Health Network, Grafton Integrated Health Network
Kim Sanders
President, Ukeru Systems & Executive VP, Grafton Integrated Health Network, Grafton Integrated Health Network
Kim is the President of Ukeru Systems and an Executive Vice President at Grafton Integrated Health Network. Kim has worked with individuals with autism and other developmental disabilities for over 29 years. She has served in a variety of both hands-on and leadership roles at Grafton , beginning as a direct support professional. She is recognized as an innovator in assisting organizations move towards a restraint-free environment and tackle changing company cultures.
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Scott Zeiter, Executive Vice President, Chief Operating Officer, Grafton Integrated Health Network
Scott Zeiter
Executive Vice President, Chief Operating Officer, Grafton Integrated Health Network
Scott Zeiter is the Executive Vice President & Chief Operating Officer of Grafton Integrated Health Network. After completing his Masters in Social Work from the University of Pennsylvania he practiced as a clinical social worker and family therapist in a variety of settings including a children’s outpatient mental health clinic, a partial hospital program, a large inpatient psychiatric treatment center, and a Medicaid managed care company. Prior to joining Grafton, Scott was the CEO of a large residential treatment center serving children and families with behavioral challenges and sexual reactivity. Scott lives in Leesburg with his wife, two children, and two ill-behaved dogs.
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Veronica Federiconi, Chief Executive Officer, Autism Services, Inc.
Veronica Federiconi
Chief Executive Officer, Autism Services, Inc.
Veronica is the Chief Executive Officer of Autism Services, Inc. She has worked with people with autism for nearly 50 years. Veronica is committed to ensuring autistic people are empowered, validated, and treated as full human beings with dignity, respect and rights. In 2004, she founded Bridges for New Beginnings, an international collaboration to assist Central and Eastern European countries make the transition for children from institutions to small family homes. In 2011, IMPACT was launched; a 220+ page guide to help caregivers eradicate the use of restraints for those moved into these small family homes. It also helps create a positive culture and supportive environment for special needs populations.
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4:00 pm - 5:00 pm
Can There Be Best Practices In Complex Care? A Town Hall Discussion
Plenary Address
Sponsored by Grafton Integrated Health Network
Less than one third of consumers with serious mental illness receive evidence-based treatment. With 90% of the population insured and behavioral health parity in place throughout much of the system, why is there still such poor performance? During this town hall discussion session, we’ll discuss the complex array of factors contributing to this issue with our panel thought leaders and experts. The discussion will include:
- A review of the factors contributing to the lack of evidence-based practices, ranging from high-level issues that require policy intervention, all the way down to the individual clinician and consumer resistance
- Perspectives on how we can change the systems to incorporate greater use of best practices in working with complex consumers
- A conversation about what health plans are expecting from provider organizations when it comes to treatment best practices
Stacy DiStefano, Chief Operating Officer, OPEN MINDS
Stacy DiStefano
Chief Operating Officer, OPEN MINDS
Stacy DiStefano brings over 20 years of business development and executive leadership experience in the health and human services industry to OPEN MINDS. She currently serves as OPEN MINDS Chief Operating Officer where she is responsible for operations management, business development, and innovation for OPEN MINDS Strategic Advisory Services.
Before joining OPEN MINDS, Ms. DiStefano served as the Vice President of Innovation for Resources for Human Development (RHD) in Philadelphia, Pennsylvania. In this role, she led the innovation, strategy, and national development efforts to broaden the scope of services, diversify funding sources, engage and maintain political relationships, and design programs based on regional needs to enhance systems of care. In addition, she built and maintained relationships through individual meetings, public speaking, conferences, providing expert testimony and research, making her a trusted leader of remote, mission driven teams with matrix reporting.
Previously, Ms. DiStefano served as the Director of National Business Development and Social Innovation, as well as the New Jersey Supportive Housing Director. Prior to her service at Resources For Human Development, Ms. DiStefano was a lead therapist at the Center For Behavioral Health in New Jersey, practicing individual, child, family, and couples-solution focused counseling in a managed care setting, while also mentoring and clinically training Master’s interns. Starting her career in Arizona, Ms. DiStefano gained valuable experience in community behavioral health at EMPACT-Suicide Prevention Center, now La Frontera, where she managed the Service Utilization Department while regularly filing shifts on the crisis response team.
Throughout her extensive career, Ms. DiStefano has demonstrated success in high level contract negotiations, strategy, government relations and creating collaborative partnerships. While she is skilled at public policy analysis, identifying and managing trends, Mergers and Acquisitions, and all phases of business development, she also brings a thorough understanding of corporate fiscal oversight and the budgeting budget process.
Recognized for her clinical acumen with a deep understanding of SPMI and IDD population, Medicaid waivers, homelessness and systemic effects of SUD and the opioid crisis, Ms. DiStefano has a proven ability to understand conflicting interests and build consensus.
She is considered to be a subject matter expert in Supportive Housing, Housing First, Harm Reduction, Trauma Informed Care, Olmstead, HCBS, Value Based Payment Arrangements, Managed Care Organizations, MLTSS, and population health management. In addition, Ms. DiStefano has been featured at numerous international speaking engagements discussing topics such as strategic planning and housing advocacy, as an engaging public speaker with confidence speaking to settings of all sizes.
Ms. DiStefano earned her Master of Counseling from the University of Phoenix and her Bachelor of Arts degree in Sociology from Arizona State University.
Clayton Chau, M.D., Ph.D., Regional Executive Medical Director, St Joseph Hoag Health/Providence St Joseph Health Southern CA Region
Clayton Chau, M.D., Ph.D.
Regional Executive Medical Director, St Joseph Hoag Health/Providence St Joseph Health Southern CA Region
Clayton Chau is currently the Regional Executive Medical Director for the Mental Health Network, St Joseph Hoag Health/Providence St Joseph Health System, Southern California Orange County/High Desert Region, where he joined in January 2017. Previously, he was the Senior Medical Director for Health Services at LA Care Health Plan, the nation’s largest public health plan, responsible for behavioral health, care management, utilization management, disease management, health integration quality improvement, behavioral health long-term care, health education & cultural linguistics, physician concurrent review, strategic initiatives and provider continuing education. He was also the Co-Principal Investigator for a multi-year Center for Medicare & Medicaid Services’ Innovation grant in Transforming Clinical Practice. He is a Lecturer for the UCLA School of Public Health and an Associate Clinical Professor of Psychiatry at UC Irvine School of Medicine. Prior to joining health plan, he worked for the Orange County Health Care Agency Behavioral Health Services for 13 years providing care to people living with severe persistent mental illness and integrated care for the county’s Public Health HIV clinic. He was also the Director of the Center of Excellence in Education, Training, Research and Advocacy for Reducing Health Disparities.
Dr. Chau obtained his MD degree from the University of Minnesota and PhD in Clinical Psychology from Chelsea University. He completed his psychiatry residency at UCLA/San Fernando Valley followed by a fellowship with the National Institute of Mental Health in psychoneuroimmunology focusing on substance abuse and HIV. During his residency he was also selected for the American Psychiatric Association Mead Johnson Fellowship in Community Leadership.
Dr. Chau has conducted international trainings in the areas of health care integration, health care system reform, cultural competency, veteran’s health, trauma, homelessness and mental health policy. He is featured in the 2013 documentary “A New State of Mind: Ending the Stigma of Mental Illness” narrated by Glenn Close, produced by PBS, the 2013 Emmy Awards winner 60 Seconds PSA and the 2012 Emmy Awards winner Informational/Public Affairs Series “Profiles of Hope” produced by the LA Department of Mental Health. Dr Chau was named the 2012 Visionary Leader by the National Council for Behavioral Health. In that same year he was also awarded the prestigious Warren Williams, MD Award from the American Psychiatric Association “for his extraordinary contributions to the profession of psychiatry and the care of those with mental illness.”
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Mario San Bartolomé, M.D., M.B.A., M.R.O., FASAM, National Medical Director, Substance Use Disorders, Molina Healthcare, Inc.
Mario San Bartolomé, M.D., M.B.A., M.R.O., FASAM
National Medical Director, Substance Use Disorders, Molina Healthcare, Inc.
Dr. Mario San Bartolomé is an Addiction Medicine specialist who is board certified in both Family Medicine and Addiction Medicine. Dr. San Bartolomé received his undergraduate degree from UC Davis, his MD from the UC Irvine School of Medicine and received a Master’s in Business Administration from the Paul Merage School of Business at UC Irvine.
Dr. San Bartolomé has leadership and health delivery experience in multiple levels of care related to substance use disorders including inpatient medical withdrawal management, residential treatment and outpatient treatment both in programs and in medical offices. Dr. San Bartolomé has served as founding Director for the Memorial Care Addiction Medicine Unit and has held directorships for several residential and outpatient treatment organizations.
Dr. San Bartolomé has been an active and passionate advocate for improving access to care for people with substance use disorders through leadership at the local, state and national level. As the Medical Director for Substance Use Disorders at Molina Healthcare, Inc., Dr. San Bartolomé´s focus is on aligning Molina’s strategy and to improve the organization’s ability to address member needs with all things related to substance use while moving forward initiatives to integrate behavioral health and physical medicine across the multiple vulnerable groups that Molina serves.
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Scott Zeiter, Executive Vice President, Chief Operating Officer, Grafton Integrated Health Network
Scott Zeiter
Executive Vice President, Chief Operating Officer, Grafton Integrated Health Network
Scott Zeiter is the Executive Vice President & Chief Operating Officer of Grafton Integrated Health Network. After completing his Masters in Social Work from the University of Pennsylvania he practiced as a clinical social worker and family therapist in a variety of settings including a children’s outpatient mental health clinic, a partial hospital program, a large inpatient psychiatric treatment center, and a Medicaid managed care company. Prior to joining Grafton, Scott was the CEO of a large residential treatment center serving children and families with behavioral challenges and sexual reactivity. Scott lives in Leesburg with his wife, two children, and two ill-behaved dogs.
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5:00 pm - 6:00 pm
Networking Reception In The Exhibit Hall
Networking
Looking for new contracts with health plans? Need a partner for a new integration initiative? Want to see how your competitors are collaborating? OPEN MINDS’
networking events are the only opportunity to meet with the organizations having an impact in health and human services.
8:00 am - 9:00 am
Executive Networking Breakfast In The Institute Exhibit Hall
Networking
9:00 am - 10:00 am
The Future Of National Specialty Organizations: Where Do Specialists Fit In An Integrated World?
Plenary Address
In the current health and human service market, payers are focused on reducing the spend on the complex consumer population by increasing integrated models of care coordination across medical, behavioral, pharmacy, and social support systems. As this paradigm shift expands throughout the market, behavioral health and other specialty provider organizations are being challenged to reinvent their market positioning and build a new business model to succeed. Baymark is one specialist organization that has been able to build a strategy for success in a market focused on integration. In this exciting keynote, David K. White, Ph.D., Chief Executive Officer, Baymark Health Services will discuss Baymark’s market strategy and future plans, the key strategic issues for specialist organizations as they navigate our current integration-focused health system, and what he sees as the future of specialty care.
David K. White, Ph.D., Chief Executive Officer, Baymark Health Services
David K. White, Ph.D.
Chief Executive Officer, Baymark Health Services
With more than two decades of health care administration experience in psychiatric care and substance abuse, physical rehabilitation, long term care and acute hospital services, Dr. David White joined MedMark as President and CEO in January of 2008. He grew the company from 3 clinics in California to 22 clinics in 5 states, and from operating losses to over $10M in EBITDA. In December 2015, he assumed the role of CEO for BayMark Health Services, the newly formed parent company of MedMark Treatment Centers and BAART Programs.
Prior to joining the company, he served as President, Hospital Management Services for Nashville-based Psychiatric Solutions, Inc. Prior to that, he was President and Chief Operating Officer of Horizon Health Corporation, managing over 180 hospital locations and overseeing rapid expansion and acquisition strategies, resulting in the acquisition of 15 hospitals until the company merged with Psychiatric Solutions in 2007. Prior to Horizon, Dr. White was the CEO of Charles River Health Management, a psychiatric contract management company in Boston and at Charles River Hospital, a specialty psychiatric and substance abuse hospital also in Massachusetts. He received a bachelor’s degree in science from Tufts University in Medford, Massachusetts, and obtained master’s and doctoral degrees in clinical psychology from Vanderbilt University in Nashville.
10:15 am - 11:30 am
Thought Leader Discussion Session With David K. White, Ph.D., Chief Executive Officer, Baymark Health Services
Breakout Discussion Session
Join us for a follow-up session with our keynote speaker, David K. White, Ph.D., CEO, Baymark Health Services. Use this time to ask questions and continue the morning’s discussion with Dr. White and OPEN MINDS CEO Monica E. Oss.
David K. White, Ph.D., Chief Executive Officer, Baymark Health Services
David K. White, Ph.D.
Chief Executive Officer, Baymark Health Services
With more than two decades of health care administration experience in psychiatric care and substance abuse, physical rehabilitation, long term care and acute hospital services, Dr. David White joined MedMark as President and CEO in January of 2008. He grew the company from 3 clinics in California to 22 clinics in 5 states, and from operating losses to over $10M in EBITDA. In December 2015, he assumed the role of CEO for BayMark Health Services, the newly formed parent company of MedMark Treatment Centers and BAART Programs.
Prior to joining the company, he served as President, Hospital Management Services for Nashville-based Psychiatric Solutions, Inc. Prior to that, he was President and Chief Operating Officer of Horizon Health Corporation, managing over 180 hospital locations and overseeing rapid expansion and acquisition strategies, resulting in the acquisition of 15 hospitals until the company merged with Psychiatric Solutions in 2007. Prior to Horizon, Dr. White was the CEO of Charles River Health Management, a psychiatric contract management company in Boston and at Charles River Hospital, a specialty psychiatric and substance abuse hospital also in Massachusetts. He received a bachelor’s degree in science from Tufts University in Medford, Massachusetts, and obtained master’s and doctoral degrees in clinical psychology from Vanderbilt University in Nashville.
Monica E. Oss, Chief Executive Officer, OPEN MINDS
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 two 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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The Future Of Peer Support Services: A Review Of Successful Models In A Value-Based Market
Breakout Session
A Medicaid reimbursable service in 35 states, a SAMHSA-endorsed best practice, and a practice proven to reduce hospitalizations and improve consumer health outcomes – the use of peer support services is well established in mental health. Yet only about 50% of behavioral health provider organizations utilize peer support services. With more integrated service delivery, value-based reimbursement, and population health management, the role of peer support services is becoming more vital. In this session, we’ll discuss:
- The role that peers play in a more integrated, value-based system and the impact that peer services can have on consumer outcomes
- Best practices in utilizing peer support services
- The future of peer support services in a value-based market
Ken Carr, Senior Associate, OPEN MINDS
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.
Briana Gilmore, Director of Planning & Recovery Practice, Community Access
Briana Gilmore
Director of Planning & Recovery Practice, Community Access
Briana Gilmore is a passionate advocate for the transformation of the mental health system through public-health oriented reform. She is the recipient of the 2016 Advocacy Champion Award from the NYC Coalition of Behavioral Health Agencies for her dedication to implementing a Self-Directed Service approach and for successful advocacy for Crisis Intervention Team training within the NYPD. Briana joined Community Access as the Director of Planning and Recovery Practice in 2015, where she provides management of peer training, supported education, and advocacy activities, and spearheads national and international technical assistance projects. Before her work in mental health, Briana worked to inform migrant and refugee policy with the United Nations, and gained her Research Master’s degree in International Development and Natural Resource Security from the University of Amsterdam. Briana’s commitment to her work is derived in part from her personal experience of survival of the mental health system.
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Sue Ann Atkerson, LPC, MBA, Chief Operating Officer, RI International
Sue Ann Atkerson, LPC, MBA
Chief Operating Officer, RI International
Sue Ann Atkerson, LPC, MBA, serves as Chief Operations Officer at RI International, a global non-profit organization known for its behavioral health crisis solutions and widespread use of peer supports. A seasoned behavioral health professional who has worked in the non-profit public sector for more than twenty years, Sue Ann’s focus is leveraging clinical innovation and best practices to maximize client outcomes. She served on Arizona’s Integrated Treatment Consensus Panel, a group appointed to develop the state’s clinical service guidelines for the treatment of co-occurring disorders. She has provided numerous presentations on evidence-based practices, program development, and behavioral health leadership.
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How To Adapt Your Organization To The Future: A Guide To Managing Data For A Performance-Driven Environment
Breakout Session
The shift to value-based contracting and pay-for-performance is creating the need for all stakeholders in health and human service organizations to create a new business model for future sustainability. Many organizations are creating the metrics-based management tools they need. But the question remains – are they ready to change their organizations based on their performance data? This is the essence of a performance-driven culture. This session will cover:
- The key elements of a performance-driven culture
- An organizational assessment to determine readiness for a competitive market place
- How to develop a new business model based on excellence in performance management
Joseph P. Naughton-Travers, EdM, Senior Associate, OPEN MINDS
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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Bill Dollar, Chief Information Officer, Kings View Corporation
Bill Dollar
Chief Information Officer, Kings View Corporation
Bill provides the IT leadership for Kings View’s corporate office and multiple satellite offices throughout California. Additionally, Bill directs a team of IT professionals providing hardware and software support to 24 California mental health departments/programs. Prior to coming to Kings View, Bill worked for Systems Group in Fresno, CA as a systems programmer/administrator and technician.
Throughout Bill’s twenty‐one years with Kings View he has grown the IT department into a leading resource for behavioral health billing, electronic health record support and development, and tracking of consumer information in California with over $110 million in billing on behalf of counties. Bill has led his team to develop an integrated hardware and software network capable of consumer tracking of behavior health services, billing various funding steams while allowing for state reporting, and clinical productivity. Over the past year, Bill’s team have launched a new division focusing on Health Information Analytics developing interactive dashboards and analytic tools to assist agencies in data driven decisions.
Bill received his B.A. in Applied Mathematics at California State University Fresno.
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Leon Hoover, MSW, MMgmt, CEO, Kings View Corporation
Leon Hoover, MSW, MMgmt
CEO, Kings View Corporation
Mr. Hoover provides the lead executive leadership to Kings View, overseeing all aspects of the organization’s six service lines in the 29 California counties in which Kings View operates. In addition to a portfolio of Community-Based, Behavioral Health and Developmental Disability services, Kings Views also provides EHR implementation, hosting and support, Health Information Analytics, Telepsychiatry and Financial services to Counties and providers. Before working at Kings View, Leon served for eight years as the Vice-President of Everence, a financial services firm, leading the U.S. Eastern Region team to annual sales in excess $100,000,000.
Leon has over 30 years of experience in behavioral health. He started as a clinician providing mental health and substance abuse services and moved on to senior administrative work for Philhaven, a large behavioral health provider in south-central Pennsylvania. From 1996-2000, Leon served as the Executive Director for Advantage Behavioral Health. In collaboration with the Philhaven CEO, Leon developed and executed the business plan for this successful investor-owned, (six hospitals, including Philhaven) risk assuming, behavioral health network for health plan members in Eastern Pennsylvania. Leon and his wife Carolyn, have three children. Bradley Jon is the CEO of Grammarly in San Francisco, CA, daughter Valerie Joy, married to Nathan is a psychologist at Stanford in the women’s health service and son Nathan Kyle, married to Jenna, is a CPA with the Walz Group in Lititz, PA.
Leon serves on the national Boards of Directors for MHS Alliance and MHS Consulting Group. He also serves on the Board of Directors and Executive Board of the California Council of Community Behavioral Health Agencies, and Chairs the Associations Policy Committee. Leon earned his Masters in Management in Business Administration from Penn State University and a Masters in Social Work from Marywood University.
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Alex Rocha, MBA, CPHQ, Quality Improvement Director, Kings View Corporation
Alex Rocha, MBA, CPHQ
Quality Improvement Director, Kings View Corporation
Mr. Rocha provides oversight of Quality and Performance Improvement monitoring activities. Alex works closely with staff to develop and integrate quality improvement activities related to design, process improvement, development and implementation as well as assist in the identification of strategic quality initiatives throughout the organization.
An integral aspect of Alex’s oversight is collecting and extracting data from clinical information systems and medical records to utilize in research, data analysis and reporting to assist in better outcomes for the clients we serve.
Alex has been working in the healthcare field for over 10 years and has worked within both the hospital arena and in community healthcare providers. Alex received his Bachelor’s Degree in Healthcare Administration and Master’s in Business Administration. He is a Certified Professional in Healthcare Quality through the Healthcare Quality Certification Commission.
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Jim Rodriguez, MBA, CSBI, Chief Financial Officer, Kings View Corporation
Jim Rodriguez, MBA, CSBI
Chief Financial Officer, Kings View Corporation
Jim Rodriguez has been serving as the Chief Financial Officer for Kings View Behavioral Health System for the past four years. He is responsible for all financial and insurance matters for the organization. Prior to joining Kings View, Jim served as CFO for Mennonite Central Committee, a faith-based organization headquartered in southeastern Pennsylvania, providing humanitarian aid and disaster relief assistance in 60 countries around the globe. Jim also has twelve years of healthcare finance experience while working for two regional hospital systems serving California, Arizona and Nevada.
Earning his undergraduate degree in Accounting, Jim also earned a Master of Business Administration degree with a certificate in Accounting. In addition, he holds a Certified Specialist in Business Intelligence (CSBI) designation through Healthcare Financial Management Association (HFMA).
For the past five years, Jim has served as an instructor of a Spanish-language church leadership certificate program teaching on the subjects of church financial administration and church polity through Fresno Pacific University Biblical Seminary. Jim has served on numerous community boards and currently is a Board of Director of Everence, a faith-based financial services organization.
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Addressing Quality For Patients With Bipolar Disorder: Diagnosis, Stigma, & Cost Of Care
Knowledge Partner
Sponsored by Frameworks
Bipolar I disorder, marked by extreme manic episodes, affects approximately 4.9 million adult Americans over the course of a lifetime.1,2The onset of bipolar disorder typically begins between the ages of 15-24, and there is often a considerable interval between onset and first treatment or first hospitalization.3The lapse between the onset of symptoms and an accurate diagnosis of bipolar disorder can delay treatment.4The estimated direct and indirect costs of bipolar I and II disorders in 2009 were $30.7 billion and $120.3 billion, respectively.5
Join Heidi Waters, MBA, PhD, Director of Outcomes Management with Otsuka Pharmaceutical Development & Commercialization, Inc. as she presents the Frameworks in Health andQuality: Understanding and Diagnosing Bipolar Disorder program created to provide educational resources and disease management programs to improve quality of care for consumers. This session will touch on understanding and diagnosing bipolar disorder and the impacts of misdiagnosis on patients’ health and cost of care. It will also discuss the important role of a collaborative care model to address comorbidities for consumers with bipolar disorder and the impact of stigma on care, pulling together information from both the payer and provider perspective.
1. American Psychiatric Association. Diagnostic and Statistical Manual of Mental Disorders, 5th ed. Arlington, VA: American Psychiatric Publishing, 2013.
2. Blanco C, Compton WM, SahaTD, et al. Epidemiology of DSM-5 bipolar I disorder: Results from the National Epidemiologic Survey on Alcohol and Related Conditions–III. Journal of Psychiatric Research. 2017;(84)310-317.
3. Hirschfeld R, Bowden CL, Gitlin MJ, et al. Practice Guideline for the Treatment of Patients With Bipolar Disorder, 2nd ed. Arlington, VA: American Psychiatric Publishing; 2002.
4. Living with Bipolar disorder: how far have we really come? National Depressive and Manic-Depressive Association. http://www.dbsalliance.org/pdfs/bphowfar1.pdf. Published 2001. Accessed June 21, 2017.
5. DilsaverSC. An estimate of the minimum economic burden of bipolar I and II disorders in the United States: 2009. J Affect Disord. 2011;129(1-3):79-83.
Annie Medina, MBA, ACNP-BC, Senior Associate, OPEN MINDS
Annie Medina, MBA, ACNP-BC
Senior Associate, OPEN MINDS
Annie Medina, MBA, ACNP-BC, brings over ten years of experience in the health and human services industry to the OPEN MINDS team. Her expertise spans both clinical and operational functions and is focused in business operations, strategic planning, project management, training and curriculum development, and policy and procedure design. Ms. Medina currently serves as OPEN MINDS Executive Vice President of the Consulting Practice. In addition to her work with OPEN MINDS, Ms. Medina is a Hospice Nurse Practitioner for Crater Community Hospice.
Prior to joining the OPEN MINDS team, Ms. Medina was the Chief Operating Officer for Poplar Springs Hospital, a member of Universal Health Services, based in Petersburg, Virginia. In this role, she was responsible for performance improvement, policy and procedure creation, and strategy development and implementation for the hospital’s Joint Commission and CMS regulatory surveys. Prior to this role, Ms. Medina was a MBA intern for the Popular Springs CEO where she focused on business development, process improvement, training tool development and evaluation of newly offered programs.
Previously, Ms. Medina served as a Nurse Practitioner (NP) for both Hospitalist Consultants, Inc. and for VCU Health System. At Hospitalist Consultants, she was an Internal Medicine NP. As a hospitalist, she provided medical care to patients in Tucker’s Psychiatric Hospital and educated psychiatric nurses regarding the patients’ diagnoses and medical needs. At VCU, Ms. Medina was an Emergency Department NP, where she provided care to patients at a Level I Trauma Center. Additionally, she was a provider in the observation unit, a 10-bed patient unit attached to the Emergency Department, and coordinated clinical care for patients who would otherwise be medical inpatients.
Complementing her past experience, Ms. Medina remains highly involved in professional organizations and is currently a member of the Virginia Council of Nurse Practitioners, Sigma Theta Tau Honors Society of Nursing, and American College of Healthcare Executives. She was recognized in the 2011 cohort of “40 under 40” by the Virginia Nurses Foundation for activities that support her profession and community.
Ms. Medina earned her Master of Business Administration focused in Health Sector Management and Bachelor of Science in Psychology from College of William & Mary. She also earned a Master of Science in Nursing (Acute Care Advanced Practice) and a Bachelor of Science in Nursing from Virginia Commonwealth University, and later went on to teach both nursing students and medical students at the school. Ms. Medina is a registered nurse (RN) in Virginia with multistate authority and is a registered acute care nurse practitioner (ACNP-BC) in Virginia.
Heidi Waters, Director of Outcomes Management, Otsuka Pharmaceutical Companies, U.S.
Heidi Waters
Director of Outcomes Management, Otsuka Pharmaceutical Companies, U.S.
Heidi Waters currently serves as Director of Outcomes Management/Health Outcomes at Otsuka Pharmaceutical Development & Commercialization, Inc. In that role, she partners with payers and providers to develop unbranded health services research to improve the process of care and optimize outcomes for consumers with serious mental illness and other conditions that Otsuka products help treat. Prior to joining Otsuka, Heidi worked for Ethicon as Global Franchise Director, Health Economics and Director, Health Economics for Centicor Ortho Biotech, both Johnson & Johnson companies. Heidi also has experience working in drug safety, both at J&J and Wyeth. Prior to joining the pharmaceutical industry, Heidi served as Quality Improvement Director for Magellan Behavioral Health, where she was responsible for conducting quality improvement initiatives, developing preventive health programs, and trending utilization data for both Medicaid and commercial lines of business.
Heidi has a PhD in Health Services from Walden University, a Master’s degree in Counseling from the University of Pennsylvania, and an MBA from LaSalle. Heidi’s dissertation research focused on integrated care for consumers with serious mental illness.
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11:30 am - 12:00 pm
Networking & Raffle Prize Drawing
Networking
12:00 pm - 1:00 pm
Reinventing Your Organization: Key Management Best Practices For A Value-Based World
Plenary Address
The health and human service field does not have a great track record for rapid innovation adoption, and the use of evidence-based practices and “cutting edge” technology isn’t exactly a hallmark of the field. But health and human service organizations may not have the luxury of lagging on the adoption front for new treatment tools. There is too much competition for consumers, who are anxious for new treatment solutions, and competition for health plan partnerships, which are focused on better value. In this closing keynote session, OPEN MINDS’ chief executive officer Monica E. Oss will explore how these changing circumstances are driving the market towards more evidence-based practices and outcomes-driven treatment tools. She will also discuss our changing perceptions of what constitutes a “best practice” and look towards the future of data-driven care in era of value-based reimbursement.
Monica E. Oss, Chief Executive Officer, OPEN MINDS
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 two 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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2:00 pm - 5:00 pm
How To Prepare For & Succeed With Value-Based Reimbursement: An OPEN MINDS Executive Seminar On Organizational Readiness For Value-Based Contracting
Executive Seminar
Once organizations gain the competencies needed for value-based contracting and have a leadership team with the necessary skills, the next important area to focus upon is the competencies that are needed to respond to and acquire a value-based contract. To help organizations assess their readiness, OPEN MINDS has developed its population health/value-based readiness assessment tool. This tool has been used to help organizations across the country ensure their teams are prepared for value-based contracting and have all the required competencies needed for success. Key areas of the assessment include:
- Leadership, Organizational Infrastructure & Financial Management
- Technology Infrastructure Functionality
- Provider Network Management & Clinical Performance Optimization
- Consumer Access, Service & Engagement
Ken Carr, Senior Associate, OPEN MINDS
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.
8:00 am - 4:00 pm
The OPEN MINDS Children's Services Executive Summit
Executive Summit
The market landscape for organizations serving children is changing. The prevalence of autism and mental health problems are on the rise. There is increasing pressure on special education budgets. There is more managed care for children’s mental health services and for children in the child welfare system. There is a growing preference for pay-for-performance financing models and community-based solutions among health plans and other payers. At the same time, new organizations are entering the field, offering consumers and payers new solutions and approaches.
This shifting landscape has created strategic challenges for executives of traditional child-serving organizations and has led to many necessary questions. The sustainability challenge: Is my current business model sustainable for the long-term? The competitive challenge: Will new organizations with new solutions divert contracts and consumers from my organization? The new service line challenge: Can my organization successfully develop and launch new services that meet changing demands of payers and consumers?
For most organizations in the health and human service field, the status quo is not an option for sustainability and success. This is particularly true for organizations serving children – where a reorganization of financing, service delivery, and value proposition is underway. For executives of organizations focused on children – whether in health, mental health, autism, development disabilities, child welfare, juvenile justice, or special education – new approaches to both strategy and management are key.
8:00am - 9:00am
Breakfast & Networking
9:00am – 10:00am
The Five Key Drivers Of Change In The Children’s Service Market
This market evolution is creating a new set of strategic disruptors for the organizations serving children, youth, and families – including new competitors, new treatment and service delivery technologies, and new advances in science and analytics. In this opening session, OPEN MINDS chief executive officer Monica E. Oss and senior associate Howard Shiffman will discuss the main drivers of change in the current health and human service market and how these shifts will shape the market for children's services organizations.
Howard Shiffman, Senior Associate, OPEN MINDS
Monica E. Oss, Chief Executive Officer, OPEN MINDS
10:15am – 12:00pm
Building A New Value Proposition: Strategy & Positioning For Sustainability
Building a new value proposition involves both a plan to identify the competitive advantage and market positioning of an organization’s services, and a plan to manage the organizational performance that assures competitive advantage over time. To be sustainable, organizations must be able to demonstrate value to both payers and consumers. This demands innovative services that meet the needs of stakeholders, a brand that differentiates you organization from the competitors in the minds of customers, and the ability to communicate and showcase your organization’s value. In this session, we will discuss the core elements for competing on value and finding sustainable market positioning in an increasingly competitive and price-sensitive market and best practices in developing a market-oriented strategic plan in an increasingly competitive market.
Joseph M. Costa, MSW, President & Chief Executive Officer, HillSides
Kent Dunlap, President and Chief Executive Officer, Stars Behavioral Health Group12:00pm – 1:00pm
Lunch
Lunch will be provided for all attendees – don't miss the opportunity to network with speakers and your fellow attendees!
1:00pm – 2:15pm
Meeting The Challenge Of New Service Lines
In the current environment of changing expectations and new financial models, 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 children’s market. In this exciting session, we will discuss a structured plan for design and implementation of new service lines and hear from executives who have been there.
Karen O. Yarberry, MA, LPC, Executive Director, Jefferson Hills
Todd A. Landry, MBA, Ed.D., Chief Executive Officer, Lena Pope
2:15pm – 3:30pm
Building An Organization That Can Out-Perform The Competition: Value-Based Reimbursement & Performance Management
As a strategy to improve outcomes, while containing the cost of services to vulnerable children, many states have moved away from “master contracts” and fee-for-service or per diem reimbursement by instituting systems of competitive bidding and value-based contracting that involve some form of shared risk by providers. These funding and service delivery models require a different set of financial and program design strategies and are tied to a set of required organizational competencies that may be significantly different from what children’s organizations have traditionally needed. In this session we will discuss the financial and programmatic skill sets that are necessary to succeed in a performance-based contracting environment; discuss the potential organizational investments and changes that need to be made to achieve success in a competitive, performance-based market; and learn about what payers are looking for as we move into the era of risk-based contracting.
Kristyn Peck, MSW, Chief Executive Officer, West Michigan Partnership for Children
3:30pm – 4:00pm
Town Hall Discussion: Building An Organization That Can Compete: Bringing Together Strategy, Finance, Marketing, & An Effective Workforce
The children's services landscape is the perfect storm right now. The synergistic effects of a few key market factors—reimbursement, consumerism, disruptive competitors, and consolidation—are combining to fundamentally change the competitive advantage and sustainability of traditional service lines for most organizations in the field. In this crucial discussion session, we will discuss how the changing market is shaping service delivery and financing models for organizations that serve children, youth, and their families – and the key competencies organizations need to be sustainable.
Howard Shiffman, Senior Associate, OPEN MINDS
Howard Shiffman
Senior Associate, OPEN MINDS
Mr. Shiffman has over 30 years of successful organizational and business experience in human service fields including expertise in executive management, strategic planning, business development, finance, marketing, market intelligence research, fundraising, and board development. He has hands-on expertise that comes from successful management and consulting with a number of programs. Prior to joining OPEN MINDS Mr. Shiffman served as Chief Executive Officer of Griffith Centers for Children, a COA-accredited, full-service treatment program for severely troubled youth and their families. He also developed one of the first offense-specific sex offender program in the United States.
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Monica E. Oss, Chief Executive Officer, OPEN MINDS
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 two 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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Karen O. Yarberry, MA, LPC, Executive Director, Jefferson Hills
Karen O. Yarberry, MA, LPC
Executive Director, Jefferson Hills
Karen is celebrating 35 years of working with Colorado’s children, youth, and families in a variety of residential, inpatient, and day treatment settings. Being Executive Director at Jefferson Hills since 1995, she is passionate about improving the continuum of care for our at-risk children, integrating quality services, and partnering with entities for maximum benefit and resources. She has spent the past 8 years leading Jefferson Hills through significant changes and new, innovative business ventures that foster business growth. Skillfully negotiating advantageous contracts with health care entities, managed care entities, mental health centers, hospitals, counties, school districts, the State and even real estate transactions, Karen thoroughly assesses and meets the community need while staying true to and furthering the mission of Jefferson Hills. Karen leads Jefferson Hills in continually re-inventing the organization to meet the changing needs in the new business environment and strategically positioning Jefferson Hills to meet the demands of the future.
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Joseph M. Costa, MSW, President & Chief Executive Officer, HillSides
Joseph M. Costa, MSW
President & Chief Executive Officer, HillSides
Joseph M. Costa, Hillsides’ president and chief executive officer, has served as Hillsides chief executive officer since 2011 , with the title of president added in 2017. During his tenure at Hillsides, Joe has used his expertise and experience to significantly expand Hillsides programs and services and to further cement Hillsides as a leader in the child welfare field. In 2016, he oversaw Hillsides’ affiliation with another respected child welfare agency, Bienvenidos. With this affiliation, Hillsides increases our presence in East Los Angeles and adds a foster care and adoption program to increase permanency for children, thus extending our reach to serve 13,000 children, youth and families in Southern California.
Joe is also successfully shepherding Hillsides through a $17 million dollar capital improvement project to significantly enhance the main campus in Pasadena that houses our short-term therapeutic residential program and our school, Hillsides Education Center. Under Joe’s direction, Hillsides has also expanded its Youth Moving On program for transition-aged youth with a drop-in center, the Peer Resource Center, and expanded our Family Resource Centers. Joe has also led Hillsides through the creation of a new Behavioral Health Division to streamline billing and intake and a new substance prevention and intervention program. In 2013, Hillsides achieved national accreditation through the New York-based Council on Accreditation (COA). The same year, Hillsides became recognized as a trauma informed organization by the National Council for Behavioral Health (National Council.
In his role, Joe oversees the overall operation of Hillsides and its affiliate, Bienvenidos, which encompasses planning, directing and coordinating the activities of both agencies. Joe administers the policies of both agencies as designated by the board of directors, including training programs and the administration of over 600 employees. As the chief executive officer, Joe is also accountable for the overall management of the Short-Term Residential Treatment Program on a 17-acre campus, its 14 buildings and the operation of two group homes in the nearby community in addition to its Foster Care and Adoptions Program that serves children and youth in resource homes, the management of a 49-unit apartment building that provides low cost housing for youth who have emancipated from foster care, the Family Resource Centers that provide mental health services to families in crisis, and Hillsides Education Center that offers individualized education plans to students with learning and behavioral challenges. Including Bienvenidos, he oversees 35 sites across four counties: Los Angeles, San Bernardino, Riverside, and Orange.
Acknowledged as a leader in the child welfare community, Joe was selected by his peers to serve on the governing body of Child Welfare League of America, and has served as its Chairman. Previously Joe was on the governing body of the California Alliance for Child and Family Services. He is also a member of the National Association of Social Workers.
Previous to Hillsides, Joe was the chief executive officer of Sunny Hills Services, a multi-service children's charity in Northern California.
Joe earned his bachelor's degree in philosophy and social services from St. John's Seminary College in Boston. Thereafter, he earned his master's degree in divinity from St. John's Seminary, School of Theology before earning another master's degree in social work from Boston College Graduate School of Social Work. He also served as an ordained Roman Catholic Priest of the Diocese of Fall River, Massachusetts.
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Kent Dunlap, President and Chief Executive Officer, Stars Behavioral Health Group
Kent Dunlap
President and Chief Executive Officer, Stars Behavioral Health Group
Kent Dunlap, MPH, President and Chief Executive Officer, has over 30 years’ experience in developing and managing social services and health care facilities, programs, and systems. Mr. Dunlap specializes in strategic planning, contracting, government relations, as well as operations management.
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Todd A. Landry, MBA, Ed.D., Chief Executive Officer, Lena Pope
Todd A. Landry, MBA, Ed.D.
Chief Executive Officer, Lena Pope
Todd Landry brings extensive experience in child and family social services and business to Lena Pope. His professional accomplishments are recognized nationally and led to his appointment as Director of Nebraska’s Division of Children and Family Services. On April 1, 2009, Mr. Landry became the fifth Chief Executive Officer in the 88-year history of Lena Pope in Fort Worth, Texas. Lena Pope’s mission is to help create hope, happiness, and success for children and families and provides prevention, early intervention, counseling, and education services.
Landry received a Bachelor’s of Science in Chemistry from Lamar University and earned his Master’s of Business Administration from Southern Methodist University. He is expected to receive his Doctorate degree in Educational Leadership from Southern Methodist University in May 2018. He currently serves on several local and national boards, including as the current board treasurer of CWLA (Child Welfare League of America).
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Kristyn Peck, MSW, Chief Executive Officer, West Michigan Partnership for Children
Kristyn Peck, MSW
Chief Executive Officer, West Michigan Partnership for Children
Kristyn Peck moved to Michigan from Washington, D.C. to help launch West Michigan Partnership for Children (WMPC), a new Kent County organization piloting a performance-based funding model to improve foster care outcomes for families and children. As Chief Executive Officer, she provides strategic leadership for WMPC’s organizational vision, mission, goals, strategies, and plans. She is chief motivator for a high-performing team of 14 who oversee the placement and care of more than 800 children in foster care in Kent County in partnership with more than 40 sub-recipient private agency providers of child welfare services. Ms. Peck most recently served as Associate Director of Children’s Services for the United States Conference of Catholic Bishops’ department of Migration and Refugee Services. In that capacity, she oversaw residential, foster care, and family reunification services for unaccompanied children in collaboration with a national network of more than 225 community-based sub-recipient agencies. She also served as the Chair of the Vulnerable Minors Working Group of Refugee Council USA; presented on best practices for serving refugee and immigrant children at the United Nations High Commissioner for Refugees (UNHCR) annual meetings in Geneva, Switzerland; and developed child protection policies for a program that served Burmese refugees in Malaysia. Ms. Peck earned an M.S.W. from the University of Maryland-Baltimore and a B.A. in Journalism from the University of Maryland-College Park.
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Nancy Rostoni, Manager, Performance Based Child Welfare, Child Welfare Services and Support, Michigan Department of Human Services
Nancy Rostoni
Manager, Performance Based Child Welfare, Child Welfare Services and Support, Michigan Department of Human Services
Nancy Rostoni is the State Administrative Manager of the Performance Based Child Welfare System for the Michigan Department of Health and Human Services Children's Services Agency. Nancy is responsible for the development, implementation, and oversight of the child welfare performance-based funding model in Michigan. She is also responsible for the technical support and oversight of Michigan’s contracted child placing agencies. She has 23 years' experience in child welfare including oversight and management of the state's foster care policy and program office and 13 years in the child welfare private sector serving in a variety of positions. She is a leader in foster care policy implementation, child welfare programming; including the establishment of the child welfare practice model.
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