Institute Agenda

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Day One Tuesday August 14
Day Two Wednesday August 15
Day Three Thursday August 16
Day Four Friday August 17
9:00 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.

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.

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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

Timothy Snyder, Jr.

Executive Vice President, OPEN MINDS

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

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

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

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

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

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

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

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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, 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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Carol Carmichael

Assistant Vice President, Network Strategy, Beacon Health Options

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Christina Mainelli

Executive Vice President of Strategy and Product Development, Beacon Health Options

Christina Mainelli, Executive Vice President of Strategy and Product Development, has more than 15 years of experience in all facets of health care delivery from payer to patient, with direct experience growing and scaling businesses. Christina is responsible for ensuring Beacon’s long and short-term strategies are aligned with our mission and vision.  She also leads product development and analytics for the organization to ensure Beacon can execute against these strategies.

Prior to her role at Beacon, Christina was the Senior Vice President of Post-Acute Care at CareCentrix, where her responsibilities included product strategy and design, technology enablement, market development and growth of top-line revenue.  Prior to this role, Christina was the Chief Operating Officer for Sleep Management Solutions (SMS), a wholly owned subsidiary of CareCentrix. As COO, Christina had P&L ownership, led the company’s clinical and operational teams, and drove technology innovation.   She led the organization through exponential growth nationally.

Christina has also held a variety of leadership roles at Anthem.  In her most recent role, she was Vice President of Strategy and Governance where she directed the development of Information Technology, eBusiness and Operations strategies for the enterprise.  As part of this role, she led the governance of WellPoint’s $1 billion IT budget with the C-suite.  Before joining WellPoint, Christina held leadership roles in Product Development and Account Management at ChannelPoint, Inc., a health care technology start-up, and served as a Senior Manager in Accenture’s health care practice where she provided strategy, change management, and technology consulting to national and regional health plans.

Christina holds a B.S. from the University of Vermont and an MBA from Yale University, where she serves on the School of Management Alumni Association Board of Directors.

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John MacKenzie

RN Coordinator Psychiatric Telemedicine, Dignity Health

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Welligent Knowledge Partner

Knowledge Partner

Sponsored by Welligent

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 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.

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

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

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

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

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

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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)

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Rayann Rohrer

Regional Director, Resources for Human Development (RHD)

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Netsmart Knowledge Partner

Knowledge Partner

Sponsored by Netsmart


Valant Technology Demonstration

Technology Demonstration

Sponsored by Valant

1:00 pm - 2:30 pm

Lunch On Your Own

Networking

Credible Lunch & Learn

Invitation-Only Lunch

Sponsored by Credible Behavioral Health Software

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
  • A panel of 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, 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.

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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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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.

  • How to assess your organization’s revenue cycle management, from point of service to billing strategies
  • How to optimize your revenue cycle for value-based reimbursement
  • A case study on how one organization has addressed critical issues in the revenue cycle to maximize their collections

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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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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Jeremy J. Gatto, MSW, LICSW

Clinical Social Worker, HealthPartners

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The Echo Group Knowledge Partner

Knowledge Partner

Sponsored by The Echo Group

Suki Norris, J.D.

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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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Grafton Integrated Health Network Technology Demonstration

Technology Demonstration

Sponsored by Grafton Integrated Health Network

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 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.

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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.

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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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

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.

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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

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.

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

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

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

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

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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, 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, 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 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

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

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 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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Frameworks Knowledge Partner

Knowledge Partner

Sponsored by Frameworks

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.

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11:45 am - 12:45 pm

What Is A Best Practice? Exploring The Role Of Evidence-Based Practices, Practice-Based Evidence & Big Data

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

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

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

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

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9:00 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 along with special education budgets. There is more managed care for children’s mental health and for children in the child welfare system. For children served by health plans, the child welfare system, and the juvenile justice system, community-based solutions are preferred and many payers are now shifting to pay-for-success and pay-for-performance models. 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. 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.

9:00am – 10:00am The Five Key Drivers of Change In The Children’s Service Market

10:15am – 12:00pm Building A New Value Proposition: Strategy & Positioning For Sustainability

12:00pm – 1:00pm Lunch Break (lunch provided)

1:00pm – 2:30pm Meeting The Challenge Of New Service Lines

2:30pm – 3:30pm Building An Organization That Can Out-Perform The Competition: Value-Based Reimbursement & Performance Management

3:30pm – 4:00pm Town Hall Discussion: Building An Organization That Can Compete: Bringing Together Strategy, Finance, Marketing, & An Effective Workforce