Institute Agenda

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Day One Monday August 12
Day Two Tuesday August 13
Day Three Wednesday August 14
Day Four Thursday August 15
1:00 pm - 4:00 pm

How To Build Value-Based Payer Partnerships: An OPEN MINDS Executive Seminar On Best Practices In Marketing, Negotiating, & Contracting With Health Plans

Executive Seminar

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

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

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

Deb Adler

Senior Associate, OPEN MINDS

Deb Adler brings more than 20 years of experience in executive health care roles, serving in a variety of capacities including network executive, quality management executive and chief operating officer, to the OPEN MINDS team.

Her consultant work with OPEN MINDS spans a broad range of customers (provider organizations, payors and government programs) and topics, including: collaborative care models/medical behavioral integration, provider network functions– contracting, network designs/tiering, recruitment, telehealth network implementation, and strategic planning. In addition, Ms. Adler has a special interest in helping technology-enabled providers in “go-to-market” strategies and streamlining network functions.

Since entering the managed behavioral health care field, she has become an industry-recognized leader in value-based contracting and alternative payment models. An innovator known for her ability to execute results, she has facilitated network designs and benefit plan approaches that achieve both quality outcomes and healthcare cost savings.

Before joining OPEN MINDS, Ms. Adler served as Senior Vice President of Network Strategy for Optum (part of UnitedHealth Group) where she was responsible for behavioral health network development, contracting, and strategy for over 185,000 providers. In this role she developed the largest, performance-tiered behavioral health network, largest telemental health network, and largest medication assisted treatment (MAT) network. She was also responsible for implementing network initiatives to promote medical/behavioral integration, improve member outcomes, and reduce total cost of care through collaborative care models.

Prior to joining Optum/UnitedHealth, Ms. Adler spent over 12 years with ValueOptions, Inc. (now Beacon Options) where she held a variety of senior leadership roles including, Executive Vice President of National Networks; Chief Executive Officer, Health Plan Division; Vice President, Network Operations; Executive Director, Corporate Quality Management; and Executive Director, Quality & Information Systems. She was responsible for quality management and coordinated NCQA and URAC accreditation efforts.

Ms. Adler spent her early career in health care quality, serving as a quality director in two state-run psychiatric centers.

Ms. Adler received her Master’s degree in educational psychology and evaluation from Catholic University of America and is a Certified Professional in Health Care Quality (CPHQ).

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8:00 am - 9:00 am

Registration & Executive Networking Breakfast

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

Mind, Body, Community: Kaiser Permanente’s Unique Approach

Keynote Address

Good health begins beyond the walls of a doctor’s office or hospital – it begins in our communities. Community Health is a core strategy for Kaiser Permanente. Driven by a mission to provide high-quality, affordable health care services, Kaiser Permanente’s Chief Community Health Officer oversees the organization’s efforts to improve conditions for health and equity, creating communities with stable affordable housing, meaningful work that pays a living wage, successful schools, clean air and water, nourishing foods in neighborhood stores, and safe places to exercise and play.

Learn more about how one of America’s leading health care providers and not-for-profit health plans is going upstream to address conditions for health and equity, improving health for its 12.4 million members and the 68 million people who live in the communities it serves.

Bechara Choucair, M.D.

Senior Vice President & Chief Community Health Officer, Kaiser Permanente

Bechara Choucair, MD, is senior vice president and chief community health officer at Kaiser Permanente. He oversees the organization’s national community health efforts and philanthropic giving activities aimed at improving the health of its 12.2 million members and the 68 million people who live in the communities it serves. Prior to joining Kaiser Permanente, Dr. Choucair was the commissioner of the Chicago Department of Public Health for five years before serving as senior vice president, Safety Net and Community Health at Trinity Health. In 2018, Dr. Choucair was named #10 on Modern Healthcare’s list of the 50 Most Influential Health Executives in the U.S.

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10:15 am - 11:30 am

Thought Leader Discussion Session With Bechara Choucair, M.D., Senior Vice President & Chief Community Health Officer, Kaiser

Discussion Breakout

Join us for a follow-up session with our keynote speaker, Bechara Choucair, M.D., Senior Vice President & Chief Community Health Officer, Kaiser Permanente. Use this time to ask questions and continue the morning’s discussion with Dr. Choucair and OPEN MINDS Chief Executive Officer Monica E. Oss.

Bechara Choucair, M.D.

Senior Vice President & Chief Community Health Officer, Kaiser Permanente

Bechara Choucair, MD, is senior vice president and chief community health officer at Kaiser Permanente. He oversees the organization’s national community health efforts and philanthropic giving activities aimed at improving the health of its 12.2 million members and the 68 million people who live in the communities it serves. Prior to joining Kaiser Permanente, Dr. Choucair was the commissioner of the Chicago Department of Public Health for five years before serving as senior vice president, Safety Net and Community Health at Trinity Health. In 2018, Dr. Choucair was named #10 on Modern Healthcare’s list of the 50 Most Influential Health Executives in the U.S.

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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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Prioritizing Access To Care: How Health Plans & Provider Organizations Are Improving Consumer Access

Breakout Session

The consumer access issue is a big one if you’re either a manager of a provider organization or a manager of a health plan. Studies show that the more quickly a consumer can access an appointment from the point of deciding to seek treatment, the more likely the consumer will engage in treatment. Consumers with long wait times to make an appointment are more likely to “no show”—or to leave an appointment. And longer wait times to get appointments also can prove to be costly for health plans, as long wait times can result in increased emergency room and inpatient utilization. This has resulted in an increased focus from health plans on access issues as a means to improve the consumer experience and promoting engagement and positive outcomes.In this session, we'll discuss why access to care matters and how provider organizations can work with health plan partners to improve access issues. The session will include:

  • A review of the market factors leading to the prioritization of access to care
  • How to partner with health plans to improve access and how to become a preferred provider organization in a "rapid access" or "quick access" health plan network
  • Examples of provider organization strategies to improve access, including a discussion of the program models, benefits, and challenges

Deb Adler

Senior Associate, OPEN MINDS

Deb Adler brings more than 20 years of experience in executive health care roles, serving in a variety of capacities including network executive, quality management executive and chief operating officer, to the OPEN MINDS team.

Her consultant work with OPEN MINDS spans a broad range of customers (provider organizations, payors and government programs) and topics, including: collaborative care models/medical behavioral integration, provider network functions– contracting, network designs/tiering, recruitment, telehealth network implementation, and strategic planning. In addition, Ms. Adler has a special interest in helping technology-enabled providers in “go-to-market” strategies and streamlining network functions.

Since entering the managed behavioral health care field, she has become an industry-recognized leader in value-based contracting and alternative payment models. An innovator known for her ability to execute results, she has facilitated network designs and benefit plan approaches that achieve both quality outcomes and healthcare cost savings.

Before joining OPEN MINDS, Ms. Adler served as Senior Vice President of Network Strategy for Optum (part of UnitedHealth Group) where she was responsible for behavioral health network development, contracting, and strategy for over 185,000 providers. In this role she developed the largest, performance-tiered behavioral health network, largest telemental health network, and largest medication assisted treatment (MAT) network. She was also responsible for implementing network initiatives to promote medical/behavioral integration, improve member outcomes, and reduce total cost of care through collaborative care models.

Prior to joining Optum/UnitedHealth, Ms. Adler spent over 12 years with ValueOptions, Inc. (now Beacon Options) where she held a variety of senior leadership roles including, Executive Vice President of National Networks; Chief Executive Officer, Health Plan Division; Vice President, Network Operations; Executive Director, Corporate Quality Management; and Executive Director, Quality & Information Systems. She was responsible for quality management and coordinated NCQA and URAC accreditation efforts.

Ms. Adler spent her early career in health care quality, serving as a quality director in two state-run psychiatric centers.

Ms. Adler received her Master’s degree in educational psychology and evaluation from Catholic University of America and is a Certified Professional in Health Care Quality (CPHQ).

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Sayeed Khan, M.D.

Chief Medical Officer, Molina Healthcare of California

Dr. Sayeed Khan is a physician executive with over a decade of experience working with coordinated care managed delivery systems for both Medicare and Medicaid. He has held both clinical and leadership positions at several large medical groups in Southern California, namely Healthcare Partners Medical Group, Heritage Provider Network, and AltaMed Health Services. Currently, he is the Chief Medical Officer of Molina Healthcare of California healthplan, serving the needs of more than 600k members in California.

Dr. Khan completed his undergraduate studies at Boston University, completed medical school in Chicago, Illinois at Rush University, and did his internship and residency at Kaiser Permanente Medical Center in Santa Clara, California. He is board certified in Internal Medical.

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Guy Maytal, M.D.

Chief Integrated Care & Psychiatric Oncology, Weill Cornell Medicine

Guy Maytal, MD is the innaugural Chief of Integrated Care and Psychiatric Oncology in the Psychiatry Department of Weill Cornell Medical College / New York Hospital in New York City. In that role, he serves as the Medical Director of the Weill Cornell Psychiatry Collaborative Care Center. He is also an Assistant Professor of Clinical Psychiatry at Weill Cornell Medical College.

Until May of 2018 Dr. Maytal was the Medical Director of Ambulatory Psychiatry at Massachusetts General Hospital (MGH) and the Director of the MGH Psychiatry Urgent Care and Primary Care Psychiatry Clinics for 9 years. He served as the Psychiatric Liaison to the Palliative Care Team at MGH from 2007-2019 and was a senior member of the MGH Ethics Committee for 11 years. He was also an Assistant Professor of Psychiatry at Harvard Medical School, where he taught medical ethics and professionalism.

Dr. Maytal graduated with high honors from Harvard College and then attended the Johns Hopkins University School of Medicine. Afterwards he trained at the MGH/McLean Adult Psychiatry Residency Training Program where he served as Chief Resident of the Consultation-Liaison Service. He completed further training as the Psycho-Oncology fellow at the Dana Farber Cancer Institute in Boston, and the Fellowship in the Division of Medical Ethics at Harvard Medical School.

Dr. Maytal has spent much of his career developing systems of care that integrate mental health services and measures into general medical practice. His clinical practice focuses on urgently ill psychiatric patients and also on the care of patients with cancer and other life-limiting illnesses. Dr. Maytal lectures and publishes on physician-patient communication, the psychiatric aspects of medical ethics, the psychiatric care of the medically complex patient, the interface of spirituality and psychiatry, and managing challenging interactions with patients and families.

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Daniel Zeh

Director, Network Strategy - Employer External Payer Customers, Optum

Daniel Zeh is Director of Network Strategy & Innovation at Optum. He joined Optum in February of 2011 as a Director of Network Contracting. In that role, Daniel was responsible for improving Network processes that supported Optum’s provider network of over 150,000 providers, assuring members have access to quality providers and a broad continuum of care.

In Daniel’s current role, he facilitates innovative network programs to address member access needs and increase provider engagement through:

  • Behavioral Network Growth
  • Expedited Access Programs
  • Pay for value programs

Using his background in Systems Engineering and Six Sigma, Daniel entered the health care field 11 years ago. He has worked in a variety of capacities including network contracting and analytics, provider service and automation, and product development for local, regional and national organizations.

Daniel lives in Austin, TX and is an accomplished musician and actor that played a role in the Academy Award winning movie “Boyhood” in 2014.

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Going From Tech Tolerant To Tech Savvy: How Managerial Staff Can Directly Impact The Adoption Of Technology

Knowledge Partner

Sponsored by Streamline Healthcare Solutions

Transitioning an agency's culture from one that tolerates technology to one who integrates with technology begins with an understanding of how technology can benefit your organization’s performance goals. Once implemented, the EHR becomes the technology cornerstone of the organization and will be used to develop strategies, improve client care and to collect data to meet organizational metrics. However, new technology will not have an impact without your staff's complete buy in. This session will explore how to maximize the use of your EHR technology by enhancing your organization's culture and your staff’s buy in and we will discuss how each of these areas can directly relate to managerial approaches in driving adoption of an EHR.

By attending this session, you will:

  • Learn how to identify the underlying cultural assumptions that are driving your organization’s adaptation to technology, specifically an EHR.
  • Learn the phases of EHR integration and identify where your organization is and where you’d like to be.
  • Learn how to move through the phases of integration to where your organization’s culture embraces the integration of technology into day to day practices.

Katie Morrow, LBSW, MPA

Vice President of Compliance, Streamline Healthcare Solutions

Katie Morrow is a Licensed Bachelor’s Social Worker with seven years’ experience in the clinical field. In her clinical experience she was a Case Manager for adults with mental illness and developmental disabilities. After receiving a Master’s Degree in Public Administration, she transitioned to also doing quality improvement tasks as a Performance Improvement Clinician, which included coordination of The Joint Commission and State audit reviews, data analysis of the electronic health record data, and staff training for her agency on the use of Streamline products. She began working directly for Streamline in August of 2011. With Streamline, Katie has been the project manager on several implementations as well as providing training and support to Streamline’s customers.

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11:45 am - 1:00 pm

Community Integration & Consumer-Centered Care: Building A New Model For Community Living & Participation

Breakout Session

“Community-based care” has long been a buzzword in health and human services. The focused effort to move consumers in need of long-term services and supports (LTSS) into the community is working—and forcing the entire health care system to rethink what “community” means. For most consumer populations, the goal is to limit residential and inpatient services wherever possible and to focus care delivery on home- and community-based services (HCBS). But simply delivering services in the community isn't enough; to truly achieve community integration, provider organizations need to focus on consumer-centered care models, and create a plan to help consumers participate in meaningful living situations, employment, education, relationships, and leisure activities. In this session, we'll discuss how to build a consumer-focused care model for community integration. The session will cover:

  • Current models and key elements of a community integration model of care
  • Key challenges and best practices for specialty provider organizations in building a consumer-focused community-based program model
  • Case study examples of organizations that have successfully implemented community integration programs

 

Margaret M. Conner-Levin, MSW

Senior Associate, OPEN MINDS

Margaret M. Conner-Levin, MSW brings more than 20 years of experience across the health care continuum to the OPEN MINDS team. In her two decades of experience, Ms. Conner-Levin has held positions in a variety of management settings, including: executive management, consultation, education, direct clinical work, as well as payer relations.

Prior to joining OPEN MINDS, Ms. Conner-Levin served as the Chief Executive Officer of the Archway Programs in Atco, New Jersey. In this capacity, she led and managed all aspects of the organization through a successful turnaround initiative, generating and increasing a fiscal surplus for first time in 10 years through program expansion. She also was responsible for increasing the current donor contribution base by 50%.

In addition to serving as the Chief Executive Officer, Ms. Conner-Levin also served as the Chief Operating Officer for Strategic Business Development and Fundraising, of the Archway Programs prior to serving as the CEO. In this role, she provided leadership and executive direction to all areas of program operations including, but certainly not limited to business development, fiscal planning, human resources, as well as strategic planning, in terms of partnership development.

Prior to her experience at Archway Programs, Ms. Conner-Levin served as Writer/Consultant/Performance Improvement Leader with CFG Health Systems in Marlton, New Jersey. In this role, she led performance improvement activities including pursuit of JCAHO accreditation, data design, collection, and analysis activities. In her tenure as senior writer for CFG Health Systems, she specialized in developing telemedicine programs producing marketing and operations presentation materials. In addition to her numerous published program operation and development materials, she is also pending the copyright of a telemedicine manual.

Ms. Conner-Levin served as the Chief Operating Officer for Drenk Mental Health Center in Mt. Holly, New Jersey, from 2000-2004. In this capacity, she led all aspects of agency operations including day-to-day management of the twenty-one programs and human resource management responsibilities of over three-hundred employees. Prior to serving as the Chief Operating Officer, she also served as the Associate Executive Director, Behavioral Healthcare from 1997-2000.

In 1985, Ms. Conner-Levin earned her Bachelor of Science in Psychology, from Rutgers University, Cook Campus, in New Brunswick, New Jersey. She then went to earn her Master of Social Work, Administration and Policy Planning, Rutgers University, Camden, New Jersey, in 1994.

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Jeffrey Friedman

Chief Executive Officer, CN Guidance and Counseling Services

Jeffrey Friedman is a non-profit executive leader with 25 years of progressive senior and executive level management experience in serving disadvantaged, at-risk, and vulnerable individuals and communities in the New York metropolitan area. He currently serves as the Chief Executive Officer of CN Guidance & Counseling Services (cnGuidance.org), a four-decade-enduring nonprofit organization providing person-centered, comprehensive services to individuals and families on Long Island affected by mental health and/or substance use disorders.

As a results-producing leader (e.g., measurably improving client outcomes, reducing costs, and enhancing clients’ service experiences) with a passion for assuring sustained services for those in need, Mr. Friedman offers expertise in strategically assessing and addressing needs of nonprofit / health services organizations, individuals, communities, and high-needs populations, increasingly against a backdrop of fast-paced change in economic, political, and regulatory conditions. He is a leader who balances big-picture strategic planning with detailed day-today operations leadership and staff motivation. His daily practices encompass long-range sustainability planning, program visioning, and staff development. Leveraging more than two decades of progressive, senior-level, nonprofit management responsibility, Mr. Friedman is also a seasoned grant strategist: attracting millions of dollars in funding to fuel health and human services for needed programs. Mr. Friedman’s core beliefs lie in the power of strong partnerships, strategic alliances, and collaboration.

A leader with stamina, dedication, and an ability not just to endure change, but to lead it innovatively and collaboratively, he evokes strong inspiration, momentum, and results. Mr. Friedman’s expertise includes: partnership building, organizational steering, data-informed decision making, fiscal management and accountability, collaboration with boards of directors, developing and retaining staff, fundraising, managing grants, and prioritizing program evaluation and outcomes documentation.

Previously serving as the Executive Director of The Retreat, a domestic violence shelter and comprehensive domestic violence services organization in eastern Suffolk County, NY, Mr. Friedman assured the ongoing provision of direct hotline, emergency shelter, advocacy, and counseling services and linkages to services for people affected by mental and emotional health disorders (including conditions such as post-traumatic stress disorder), substance abuse behaviors, HIV, homelessness, ongoing threats to personal wellness and safety, and urgent need for comprehensive receipt of critical services including medical, psychiatric, and psychological care.

Mr. Friedman has led staff sizes ranging from 40 to 300+ in exploring, pursuing, winning, and implementing relevant federal and foundation funding opportunities—including grants from the Administration for Children and Families (ACF), the Centers for Disease Control (CDC), the Office on Violence Against Women, and the Substance Abuse and Mental Health Services Administration (SAMHSA). Prior to joining The Retreat, Mr. Friedman served and helped drive & inspire the missions of other non-profit groups including Federation Employment and Guidance Service in New York City and ARC [previously Association for Retarded Citizens] in Port Henry, New York.

Mr. Friedman earned a Master of Arts in Administration for Nonprofits from State University of New York at Plattsburgh (May 1995) and a Bachelors of Science in Rehabilitation Counseling from Boston University (September 1992). He has led CN Guidance as Chief Executive Officer since October 2013.

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Mark McHugh

President & Chief Executive Officer, Envision Unlimited

Mark is an experienced senior executive with an established track record of achieving successful growth and positive outcomes for several leading not-for-profit enterprises in the Chicago area. Mark comes to Envision from One Hope United, where he has worked for the last seven years. He has most recently been their Chief Operating Officer, prior to that, the Executive Director of One Hope United’s Northern Region, where he led the development of programs resulting in significant measurable improvements in the quality of client lives. Additionally, Mark has experience as the Executive Director of the Midway Center for Metropolitan Family Services and as the Director of Operations/Director of Child and Family Services for Christopher House.

Mark holds masters degrees in Social Work and Education. His bachelors degree is in Sociology.

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Best Practices In Workforce Development: Recruiting & Retaining Staff

Breakout Session

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

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

John F. Talbot, Ph.D.

Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Senior Associate, OPEN MINDS

John Talbot, Ph.D. has more than 30 years’ experience in all aspects of health care, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board.

Dr. Talbot is currently Vice President of Corporate Strategy at Jefferson Center for Mental Health (JCMH) in Denver, Colorado. In this role, he is responsible for the development and implementation of corporate strategy, strategic alliances and new product development. Dr. Talbot also served as the Vice President of Integration Development for JCMH where he led all new business development opportunities in integrated care and participated in region wide and statewide initiatives.

Prior to his current role, Dr. Talbot served as an Executive Vice President for OPEN MINDS for eight years and provided consultation, training and operational assistance to behavioral health providers, nonprofit organizations, and managed care organizations across the country. His areas of focus for consultation and training include strategic planning, the development of successful strategic alliances, board development, organizational reengineering, operations management, management and leadership development, and change management.

Previously, Dr. Talbot served as the President of Colorado Care Management, a network of agencies providing care to children and families. Dr. Talbot led the development of a coalition of Colorado business executives to address the issues of providing care to abused and neglected children, and the establishment of a nationwide purchasing cooperative for non-profits. The innovative work of Colorado Care Management received national recognition, including participation in a Federal IV-E waiver study that demonstrated measurable superior clinical outcomes.

Dr. Talbot’s additional experience includes serving as the Associate Dean of Operations, the Director of the Master of Health Systems Program, and Adjunct Faculty for University College, University of Denver. He also held a senior management position at Mount Airy Psychiatric Center in Denver, Colorado.

Dr. Talbot has been a featured speaker at a number of national and state venues, and is the former publisher and editor of Today’s Healthcare Manager, a newsletter focusing on leadership and management skills for healthcare managers, and has written numerous articles, manuals, and book chapters.

Dr. Talbot received his Ph.D. from the University of Denver, Master of Occupational Therapy from Western Michigan University, and Bachelor of Science from Loyola University.

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James Carlino, SPHR, CCP, SHRM-SCP, CHHR

Chief Human Resourses Officer, Bancroft

Jim Carlino joined Bancroft in December 2016. Carlino, who has over 30 years leadership experience in Human Resources, oversees workforce strategy and engagement, leadership development and training, occupational health, benefits and compensation and performance management. He also advises on policy development and compliance for all Bancroft employees.

Jim has an MBA and MS in Organizational Leadership and Development, and is recognized as a Senior Professional in Human Resources, a Senior Certified Professional with the Society for Human Resource Management, a Certified Compensation Professional, and most recently as a Certified Healthcare Human Resources Professional.

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Kiara Kuenzler, Psy.D., LP

President & Chief Executive Officer, Jefferson Center for Mental Health

Dr. Kiara Kuenzler is President and CEO of Jefferson Center for Mental Health, a non-profit, community focused provider of mental health and substance use disorder services in Colorado.  Jefferson Center serves more than 30,000 children, individuals and families each year through prevention, early intervention, treatment and recovery services. Dr. Kuenzler is a licensed Psychologist and received her Doctorate in Clinical Psychology from the University of Denver, followed by a Post-Doctoral Fellowship at the University of Colorado Medical School, in Administration and Evaluation Psychology. In addition to her more than 10 years of experience in health care administration, quality, and program evaluation, Dr. Kuenzler spent many years providing direct clinical services and teaching at the University of Colorado, Denver. In her current role, Dr. Kuenzler brings a fierce passion and vision for a healthy community, where mental health and substance use matters and care is accessible to all. She seeks community partnerships and innovative solutions to meet the growing needs of the people served and drives excellence in care to promote wellbeing and thriving communities.

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Telepsychiatry’s Potential To Close The Access Gap In Behavioral Health Care

Knowledge Partner

Sponsored by Genoa Healthcare

Over the past decade, telepsychiatry has grown from a novel idea used in academic and experimental settings to an increasingly mainstream way to provide psychiatric care. Over 1 million appointments have been delivered nationwide, and the industry is growing by more than 20 percent a year.
This is especially important given the huge shortage of psychiatric resources and growing demand for mental health care across the country. According to the National Council on Behavioral Health, 77 percent of counties in the U.S. are underserved and 55 percent of states have a “serious shortage” of child and adolescent psychiatry.

Genoa Healthcare recently released the results of a peer-reviewed study published in the American Psychological Association’s Journal of Rural Mental Health that found that the availability of telepsychiatry led to more timely and frequent care for patients. In this presentation, Samir Malik, EVP & General Manager of Telepsychiatry at Genoa Healthcare, will discuss the transformative potential of telepsychiatry for underserved populations.

Samir Malik

Senior Vice President & General Manager, Genoa Healthcare Telepsychiatry

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

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

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

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1:00 pm - 2:30 pm

Lunch On Your Own

Networking


Using Digital Transformation As A Catalyst For Strategic Organizational Change

Invitation-Lunch-Only

Sponsored by Welligent

Change is difficult. Although it is constant in today's world, it is still met with significant resistance within many organizations. Opposition to change can quickly derail improvements to business processes and impede progress, as well as increase exposure to risks and inefficiencies. Find out how Shaun Poulton, CIO and Tracy Hockenberry, Director of Business Systems at Salisbury Management utilized their digital transformation initiatives as a driver for organizational change within the Salisbury House portfolio of behavioral healthcare companies. Shaun and Tracy will share their approach, initial results, roadblocks and continued plans for Salisbury’s transformation from a “mom and pop” culture to more data driven, process focused enterprise.

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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Tracy Hockenberry, MA, NCC, LPC

Director of Business Systems, Salisbury Management, Inc.

Leveraging a strong clinical background in Behavioral Health and electronic health records, Tracy serves as Director of Business Systems at Salisbury where she is responsible for all clinical and business systems at Salisbury House companies. These systems notably include all EHR and Student Information Systems as well as other key systems across the enterprise. Tracy drives operational excellence across our internal teams through development of technical solutions that align with business strategy.

A veteran of the industry, Tracy previously served as Director of Operations for the Western Region, overseeing six mental health programs while at Salisbury prior to being recruited into the Information Technology team. Tracy has over 16 years of leadership and clinical experience. She received her BA in Psychology from the University of Pittsburgh at Johnstown and her Masters in Counseling from West Virginia University. She is also a Licensed Professional Counselor (LPC) and a Nationally Certified Counselor (NCC).

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Shaun Poulton

Chief Information Officer, Salisbury Management, Inc.

As Salisbury Management’s first Chief Information Officer, Shaun provides technology vision and leadership in support of both clinical and business operations within the Salisbury House family of companies. Shaun has led the company’s digital transformation including several business process improvement initiatives and technology implementations since joining the company in 2017. In addition to IT, Shaun also provides leadership for the Marketing and Communications areas within Salisbury House.

Prior to Salisbury Management, Shaun served as Chief Technology Officer and then Chief Operating Officer at Regent Education, a cloud-based software platform for Financial Aid.

Shaun started his career as a web developer and software engineer and then continued as a consultant and executive IT advisor. Shaun has delivered a range of technology solutions to prominent global organizations, including Black & Decker, Johns Hopkins University, Merck, Legg Mason. AmerisourceBergen and the World Wildlife Fund among others.

Shaun holds patents for his work on cloud-based and mission-critical software products and has a BS, Information Systems Management from the University of Maryland.

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2:30 pm - 3:45 pm

Building A Value-Based Sustainability Strategy: How To Develop Innovative Programs & Manage Your Service Line Portfolio

Breakout Session

In a market moving towards value-based reimbursement, specialty provider organizations are asking themselves new questions about their service line portfolio: What are the service models that work for consumers? What are the programs health plans are expecting as they look for more integrated care models? What are the management practices that make those services financially sustainable? In this changing market, deliberate and continuous service line evolution is an essential element in maintaining financial sustainability. In this session, our speakers will discuss the market factors challenging specialty provider organizations to expand beyond traditional service delivery models and best practice models in designing innovative services and programs for a new market. The session will include:

  •  An overview of the service line assessment and development process
  • The best practice model for service line evolution and on-going program performance management
  • Case studies of organizations that have build innovative services and programs as a part of their sustainability strategy for a complex market

John F. Talbot, Ph.D.

Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Senior Associate, OPEN MINDS

John Talbot, Ph.D. has more than 30 years’ experience in all aspects of health care, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board.

Dr. Talbot is currently Vice President of Corporate Strategy at Jefferson Center for Mental Health (JCMH) in Denver, Colorado. In this role, he is responsible for the development and implementation of corporate strategy, strategic alliances and new product development. Dr. Talbot also served as the Vice President of Integration Development for JCMH where he led all new business development opportunities in integrated care and participated in region wide and statewide initiatives.

Prior to his current role, Dr. Talbot served as an Executive Vice President for OPEN MINDS for eight years and provided consultation, training and operational assistance to behavioral health providers, nonprofit organizations, and managed care organizations across the country. His areas of focus for consultation and training include strategic planning, the development of successful strategic alliances, board development, organizational reengineering, operations management, management and leadership development, and change management.

Previously, Dr. Talbot served as the President of Colorado Care Management, a network of agencies providing care to children and families. Dr. Talbot led the development of a coalition of Colorado business executives to address the issues of providing care to abused and neglected children, and the establishment of a nationwide purchasing cooperative for non-profits. The innovative work of Colorado Care Management received national recognition, including participation in a Federal IV-E waiver study that demonstrated measurable superior clinical outcomes.

Dr. Talbot’s additional experience includes serving as the Associate Dean of Operations, the Director of the Master of Health Systems Program, and Adjunct Faculty for University College, University of Denver. He also held a senior management position at Mount Airy Psychiatric Center in Denver, Colorado.

Dr. Talbot has been a featured speaker at a number of national and state venues, and is the former publisher and editor of Today’s Healthcare Manager, a newsletter focusing on leadership and management skills for healthcare managers, and has written numerous articles, manuals, and book chapters.

Dr. Talbot received his Ph.D. from the University of Denver, Master of Occupational Therapy from Western Michigan University, and Bachelor of Science from Loyola University.

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Faith Richie

Senior Vice President, Development, Telecare Corporation

Faith oversees Telecare’s Development Department.

In this role, Faith is responsible for all new business development, start-up operations, strategic growth, and government relations.

Prior to joining Telecare, Faith held executive positions with behavioral health organizations in Washington state, including West Seattle Psychiatric Hospital (now known as Navos). She also served as Assistant Director of San Mateo County Behavioral Health.

She holds a BA from Pomona College and an MBA from Stanford University.

She is a member of the National Council for Behavioral Health, the National Association of County Behavioral Health and Developmental Disability Directors (NACBHDD), and NAMI.

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Kim Scott

Chief Executive Officer, Trillium Family Services

Kim Scott is responsible for providing executive leadership for all Trillium Group operations. He provides direct supervision to the organization’s Chief Executive Officers, and leadership in the development of organizational policy and procedure, compliance with national accrediting bodies, and program and business development activities. Kim is committed to the health and well-being of Oregon’s children and families, and has dedicated his life’s work to making the world a safer, more supportive place for ALL people to thrive. Over the past few years, Kim Scott and his team at Trillium have adopted a trauma-informed lens to the work of the organization. Understanding the profound impact that trauma and stress have on individuals, families, organizations, systems, communities, and all human systems has led Trillium down a path toward creating a network of trauma-informed community partners determined to change the conversation about people and problems from, “What’s wrong with you?” to “What has happened to you?” and now to “What’s possible for you?”.

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Jamie Vandergon, LPC

President, Trillium Family Services

Jamie Vandergon, President of Trillium Family Services, provides leadership to a diverse array of community based and inpatient behavioral health programs across the state of Oregon.

Over the past seventeen years Ms. Vandergon has held leadership positions within the organization and continues to grow the size and scope of Trillium’s programs. Ms. Vandergon is a passionate advocate for addressing upstream issues and expanding school and community based mental health promotion programs across the state.  Ms. Vandergon began her career working in community-based children’s mental health programs at Johns Hopkins Hospital and initially began working for Trillium Family Services in 2002 as a school-based Child & Family Therapist. In 2007 she left Trillium briefly to spend some time working with Multnomah County as a Family Care Coordinator on system wide transformation efforts and the creation of a more robust system of care. Ms. Vandergon earned her Master of Science degree in Psychology from Loyola University in Maryland and is a Licensed Professional Counselor in the State of Oregon.

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Can Social Determinants Of Health Replace Traditional Utilization Management?: An Aetna Case Study

Breakout Session

To better manage the rising costs for the complex consumer population, we’re seeing a continued focus on value-based reimbursement and models of care coordination across medical, behavioral, pharmacy, and social support systems. Given that over half of the factors that influence a consumer’s health status are related to lifestyle issues, it isn’t surprising that health plans have a growing interest in addressing social determinants of health (SDoH). Though their approaches are different, its clear that health plans recognize the value in social support services—with the current focus on identifying the programs and services that have the greatest effect on health care costs for their members. In this session, we will discuss how one health plan is approaching the challenge. Aetna is currently exploring a program that leverages SDoH to produce better member outcomes, enabling them to forgo traditional utilization management activities. In this session, we'll discuss their program model, the challenges and benefits of the program, how they are working with provider organization partners to make the program a success, and their plans for continuing to address SDoH in the future.

Deb Adler

Senior Associate, OPEN MINDS

Deb Adler brings more than 20 years of experience in executive health care roles, serving in a variety of capacities including network executive, quality management executive and chief operating officer, to the OPEN MINDS team.

Her consultant work with OPEN MINDS spans a broad range of customers (provider organizations, payors and government programs) and topics, including: collaborative care models/medical behavioral integration, provider network functions– contracting, network designs/tiering, recruitment, telehealth network implementation, and strategic planning. In addition, Ms. Adler has a special interest in helping technology-enabled providers in “go-to-market” strategies and streamlining network functions.

Since entering the managed behavioral health care field, she has become an industry-recognized leader in value-based contracting and alternative payment models. An innovator known for her ability to execute results, she has facilitated network designs and benefit plan approaches that achieve both quality outcomes and healthcare cost savings.

Before joining OPEN MINDS, Ms. Adler served as Senior Vice President of Network Strategy for Optum (part of UnitedHealth Group) where she was responsible for behavioral health network development, contracting, and strategy for over 185,000 providers. In this role she developed the largest, performance-tiered behavioral health network, largest telemental health network, and largest medication assisted treatment (MAT) network. She was also responsible for implementing network initiatives to promote medical/behavioral integration, improve member outcomes, and reduce total cost of care through collaborative care models.

Prior to joining Optum/UnitedHealth, Ms. Adler spent over 12 years with ValueOptions, Inc. (now Beacon Options) where she held a variety of senior leadership roles including, Executive Vice President of National Networks; Chief Executive Officer, Health Plan Division; Vice President, Network Operations; Executive Director, Corporate Quality Management; and Executive Director, Quality & Information Systems. She was responsible for quality management and coordinated NCQA and URAC accreditation efforts.

Ms. Adler spent her early career in health care quality, serving as a quality director in two state-run psychiatric centers.

Ms. Adler received her Master’s degree in educational psychology and evaluation from Catholic University of America and is a Certified Professional in Health Care Quality (CPHQ).

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Core Solutions, Inc. Knowledge Partner

Knowledge Partner

Sponsored by Core Solutions, Inc.

4:00 pm - 5:00 pm

Town Hall

Plenary Address

Sponsored By Netsmart

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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5:00 pm - 6:00 pm

Executive Networking Reception

Networking

8:00 am - 9:00 am

Executive Networking Breakfast

Networking

9:00 am - 10:15 am

Implementing Provider Rating Scales For Substance Use Disorders: Payer Pilot Results & Impact On Benefit Design

Keynote Address

Samantha Arsenault, MA

Director, National Treatment Quality Initiatives, Shatterproof

Samantha (Sam) Arsenault is the Director of National Treatment Quality Initiatives for Shatterproof. In this role, Sam manages the Substance Use Treatment Task Force, and provides strategic guidance and support to critical stakeholders across sectors to improve the quality of substance use disorder treatment nationally. Sam is an impact-driven public health professional with demonstrated experience managing multi-stakeholder collaborations for systems-level changes and a personal commitment to reduce the stigma around substance use disorders and their treatment.

Prior to joining Shatterproof, Sam worked on the Substance Use Prevention and Treatment Initiative at The Pew Charitable Trusts. In this role, Sam worked to advance programs and policies that improve access and quality of substance use disorder treatment at the state and federal levels, with a focus on medication-assisted treatment for opioid use disorder, and changes to infrastructure and payment systems. In addition, Sam worked on research and policy-based initiatives to reduce the inappropriate use of prescription drugs while ensuring that patients have access to effective pain management.

Previously, Sam worked as a Research Assistant at the Mosakowski Institute for Public Enterprise, where she provided technical assistance to the Academic Health Collaborative of Worcester and conducted quantitative research on childhood trauma and violent offenses. Sam also worked on a number of projects with the Worcester Division of Public Health, including youth substance use and tobacco prevention.

She received both a Bachelor’s Degree in Economics, summa cum laude, and a Master’s Degree in Community Development and Planning both from Clark University.

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Eric Bailly, LPC, LADC

Business Solutions Director, Anthem, Inc.

  • Eric Bailly is currently a Business Solutions Director at Anthem, Inc. In his 11th year at Anthem, Eric’s role is focused on the enterprise substance use disorder strategy, with recent emphasis on the enterprise opioid strategy.
  • Eric earned a Bachelors Degree in Psychology from Concordia College in Moorhead, MN in 1993, and a Masters Degree in Counseling Psychology from the University of Colorado at Denver in 1996.
  • Eric is a Licensed Professional Counselor in the states of ND and CO, and is a Licensed Alcohol and Drug Counselor in the state of MN. Eric has worked as a behavioral health clinician in several settings including Outpatient Substance Use Disorder treatment services at both Kaiser Permanente and the Jefferson County Department of Health and Environment, both in the Denver, CO metro area.
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Doug Nemecek, M.D., MBA

Chief Medical Officer - Behavioral Health, Cigna

Bio Coming Soon!

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10:30 am - 11:45 am

Best Practices In The Shift To Virtual Health: How To Integrate Digital Treatment Tools Into Programs & Treatment Models

Breakout Session

As consumers’ adoption of digital technology in their health service continuum increases, the demand for, and sustainability of, traditional models of service delivery will decrease. Executives need a proactive plan to integrate these new digital technologies into their service system—to both increase consumer preference for their services and decrease service cost. But implementing a new technology can have far-reaching implications for an organization’s clinical operations, financial sustainability, and consumer relationships. During this session, we will review the emerging trends in consumer treatment technologies, explore the new digital treatment options, and discuss how executives of provider organizations can incorporate new technologies into their strategy. The session will include:

  • An overview of the market trends driving the increased use of treatment technologies
  • Best practices in implementing new digital treatment tools
  • Case study presentations from organizations that have successfully incorporated consumer technologies into their programing

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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David Heffron

Vice President, Operations, Telecare Corporation

David Heffron is a Vice President of Operations for Telecare Corporation. David has worked in the field of behavioral health for over 34 years. David has worked as a front line clinician and a manager in both inpatient and field based services. As the leader of Telecare’s Recovery Centered Clinical System, David leads and trains staff at all levels in a recovery, strengths based approach to engaging individuals with serious mental illnesses and co-occurring conditions. David understands that an individual’s readiness for change must come from that individual’s unique hopes and dreams and a strong internal belief that they can once again, control their life’s journey.

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Sandra Stein, M.D.

Medical Director of Care Integration, Banner University Health Plans

Sandra Stein, M.D. has been the Medical Director of Care Integration at Banner University Health Plans in Arizona since October of 2017. From Oct. 2015-Sept. 2017 Sandra served as the Chief Medical Officer for Intermountain Centers in Arizona. From March- September 2015 Sandra served as the Behavioral Medical Director for the Arizona Comprehensive Medical Dental Program (CMDP)/State of Arizona Department of Child Safety (DCS). From July 1997-March of 2015 Dr. Stein served as a Medical Director for the Community Partnership of Southern Arizona (CPSA), the Regional Behavioral Health Authority (RBHA). Dr. Stein has a double board certified in general and child and adolescent psychiatry. Sandra Stein, M.D graduated from Albany Medical College in Albany, NY in 1992 and did an internship, general psychiatry residency and child psychiatry fellowship which were completed in 1997 at University of Arizona Health Sciences Center in Tucson, Arizona.

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A New Value-Proposition: Primary Care & Behavioral Health Integration In A Value-Based Market

Breakout Session

In the current health and human service environment, the payer focus is on integration and on reducing the spend on the complex consumer population by increasing integrated models of care coordination across medical, behavioral, pharmacy, and social support systems. The focus of integrated care coordination is aimed at achieving less acute care services and more home-based services. And this push is paving the way for both value-based reimbursement and the broader use of new technology. In this session, we will review several organizations’ paths to integration in a value-based market, the service delivery models they have created, how they work with health plans to finance their care models, and their advice for other provider organizations considering new integration models. The session will include:

  • An overview of the market factors driving integrated behavioral health/primary care service delivery models
  • Key ingredients for success of an integrated care practice
  • Case study examples of successful integrated behavioral health/primary care service practices

Margaret M. Conner-Levin, MSW

Senior Associate, OPEN MINDS

Margaret M. Conner-Levin, MSW brings more than 20 years of experience across the health care continuum to the OPEN MINDS team. In her two decades of experience, Ms. Conner-Levin has held positions in a variety of management settings, including: executive management, consultation, education, direct clinical work, as well as payer relations.

Prior to joining OPEN MINDS, Ms. Conner-Levin served as the Chief Executive Officer of the Archway Programs in Atco, New Jersey. In this capacity, she led and managed all aspects of the organization through a successful turnaround initiative, generating and increasing a fiscal surplus for first time in 10 years through program expansion. She also was responsible for increasing the current donor contribution base by 50%.

In addition to serving as the Chief Executive Officer, Ms. Conner-Levin also served as the Chief Operating Officer for Strategic Business Development and Fundraising, of the Archway Programs prior to serving as the CEO. In this role, she provided leadership and executive direction to all areas of program operations including, but certainly not limited to business development, fiscal planning, human resources, as well as strategic planning, in terms of partnership development.

Prior to her experience at Archway Programs, Ms. Conner-Levin served as Writer/Consultant/Performance Improvement Leader with CFG Health Systems in Marlton, New Jersey. In this role, she led performance improvement activities including pursuit of JCAHO accreditation, data design, collection, and analysis activities. In her tenure as senior writer for CFG Health Systems, she specialized in developing telemedicine programs producing marketing and operations presentation materials. In addition to her numerous published program operation and development materials, she is also pending the copyright of a telemedicine manual.

Ms. Conner-Levin served as the Chief Operating Officer for Drenk Mental Health Center in Mt. Holly, New Jersey, from 2000-2004. In this capacity, she led all aspects of agency operations including day-to-day management of the twenty-one programs and human resource management responsibilities of over three-hundred employees. Prior to serving as the Chief Operating Officer, she also served as the Associate Executive Director, Behavioral Healthcare from 1997-2000.

In 1985, Ms. Conner-Levin earned her Bachelor of Science in Psychology, from Rutgers University, Cook Campus, in New Brunswick, New Jersey. She then went to earn her Master of Social Work, Administration and Policy Planning, Rutgers University, Camden, New Jersey, in 1994.

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Allen Brown, MSSW

Chief Executive Officer, Adult & Child Health

Allen Brown, MSSW, is CEO of Adult and Child Health in Indianapolis, a nonprofit agency employing 700 employees in central Indiana. Organized as a certified community mental health center and licensed child placement agency, Adult and Child is expanding into community health clinic services as an FQHC Look Alike program.  Accredited by the Joint Commission, Adult and Child’s programs for the underserved include behavioral health, primary care, child welfare, supportive housing, and supportive employment.  Prior to joining Adult and Child in 2014, Allen held managed care and community mental health leadership positions in Texas, Colorado, and Georgia.

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Christy Dye, MPH

President & Chief Executive Officer, Partners In Recovery, LLC

Christy’s background spans 30 years as a state administrator, provider and system leader in managed behavioral health, healthcare integration and recovery-focused provider networks in Arizona and other states. She was early innovator in implementing an integrated service system for adults with co-occurring mental health/substance use disorders, including strategies for network development, financing, licensure and consensus building. She also oversaw the expansion of Arizona’s contracted behavioral health managed care system to a more recovery focused model, including expansion of peer-delivered mental health, addiction and peer-delivered services. Today she directs strategy and operations of Partners In Recovery, a integrated behavioral/medical health home system serving 8,000 adults with serious mental illness in Arizona. Christy has been the recipient of numerous awards including the Visiting Scientist award from Harvard University and the prestigious Behavioral Health Leadership in Services Award from the ASU Center for Applied Behavioral Health Policy. She is a contributing author to multiple articles and books on peer support and recovery services. More recently, Christy’s interests have turned to health IT and using technology to improve behavioral healthcare practice and outcomes. She is a member of the governing board of Health Current, Arizona’s health information exchange, and serves as a co-principal investigator for a National Institute of Mental Health research project focused on health information sharing preferences among persons with serious mental illness.  She received her bachelor’s degree from the University of Illinois and her master’s from the University of Arizona.

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Qualifacts Systems, Inc. Knowledge Partner

Knowledge Partner

Sponsored by Qualifacts Systems, Inc.

11:45 am - 12:15 pm

Networking & Raffle Prize Drawing

Networking

12:15 pm - 1:00 pm

The ‘Melting’ Value Chain: Defining Best Practice Management Models In An Era Of Change

Keynote Address

The health and human service market has been long on good intentions and short on best practices. In our rapidly changing market, downward cost pressures, increased competition, and the growth of value-based reimbursement models add more pressure to specialty provider organizations searching for a sustainable business model. It is the organizations with established clinical and administrative best practices that will have the edge in this competitive market. In her closing keynote address, Monica E. Oss, Chief Executive Officer of OPEN MINDS will offer her perspective on the current state of the market for organizations serving complex consumer populations, explore the key management best practices that are essential for sustainability, and share her advice for provider organizations as they build a strategy for long-term success in a competitive health and human service market.

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 Reduce Your Unit Costs When Market Rates Go Down: An OPEN MINDS Executive Seminar On Reengineering Unit Costs

Executive Seminar

As we move to a more customer-driven competitive market, payers and consumers don’t always care about the costs to deliver a service. They only care about the rate charged – and how that rate and the other attributes of the service compares to that of our competition. For most, payers are not giving rate increases, but the costs of doing business (health benefits, salaries, technology investments, etc.) are increasing. This environment makes unit cost management a critical management team competency that can be addressed through target costing – a pricing method which takes into account a desirable profit margin as well as the rates of competitors – and value reengineering – a key tool for reducing unit costs through the redesign of processes and infrastructure. In this important session, we’ll discuss the shifting reimbursement market, as well as how to manage unit costs in the shifting landscape to accommodate the market rate, while improving quality and increasing sales.

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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8:00 am - 4:00 pm

The OPEN MINDS Mergers, Acquisitions, & Affiliations Summit: Best Practices For Non-Profit Health & Human Service Organizations – A Centerstone & OPEN MINDS Collaboration

Executive Summit

No issue is more top-of-mind for executives of health and human service organizations than figuring out the strategic implications of the unstoppable flow of mergers and acquisitions announcements. Every day there is a new headline announcing a new partnership, leaving executives to consider their market position and ask new strategic questions: Do any of these affiliations create a “super competitor” that will be more attractive to our current consumers? Do any take away our current contracts with payers or health plans? Do any provide services “for less,” depressing our market rates and reducing our bottom line?

These are relatively simple questions, but the answers are quite nuanced—and, they vary by market, service, consumer type, payer, and geography. The OPEN MINDS Mergers, Acquisitions, & Affiliations Summit is designed provide non-profit provider organizations the tools they need to build a successful partnership strategy and overcome the challenges of making mergers and acquisitions work. This year, our focus is on understanding how different types of collaborations can provide different benefits and challenges for organizations—and helping executives to determine which opportunity is the best fit for their organization.

During this one-day experiential summit we will hear case study presentations from non-profit provider organizations who have participated in a merger, acquisition, or affiliation in different formats. From mergers driven by the desire to integrate with primary care, to a sole member affiliation model, to the formation of an administrative services organization to create affiliations—each of these case study presentations will review the ups and downs of the process and offer strategic advice for organizations exploring the same path. Don’t miss this exclusive opportunity to hear directly from the organizations leading the way in non-profit partnerships, network with non-profit organizations looking for collaboration opportunities, and learn best practices in the merger, acquisition, or affiliation process.

For the complete agenda click here.

NEW THIS YEAR!

Exclusive MA&A Private Consulting Sessions

Are you considering a Merger, Acquisition or Affiliation?

Meet with an OPEN MINDS Senior Consultant to discuss your organization’s direction and challenges.

This session is being provided Free of Charge for a limited number of attendees of The 2019 OPEN MINDS Mergers, Acquisitions & Affiliations Summit. Instructions for registration for the Exclusive MA&A Private Consulting Sessions will be forwarded with your registration confirmation for The 2019 OPEN MINDS Mergers, Acquisitions, & Affiliations Summit.

John F. Talbot, Ph.D.

Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Senior Associate, OPEN MINDS

John Talbot, Ph.D. has more than 30 years’ experience in all aspects of health care, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board.

Dr. Talbot is currently Vice President of Corporate Strategy at Jefferson Center for Mental Health (JCMH) in Denver, Colorado. In this role, he is responsible for the development and implementation of corporate strategy, strategic alliances and new product development. Dr. Talbot also served as the Vice President of Integration Development for JCMH where he led all new business development opportunities in integrated care and participated in region wide and statewide initiatives.

Prior to his current role, Dr. Talbot served as an Executive Vice President for OPEN MINDS for eight years and provided consultation, training and operational assistance to behavioral health providers, nonprofit organizations, and managed care organizations across the country. His areas of focus for consultation and training include strategic planning, the development of successful strategic alliances, board development, organizational reengineering, operations management, management and leadership development, and change management.

Previously, Dr. Talbot served as the President of Colorado Care Management, a network of agencies providing care to children and families. Dr. Talbot led the development of a coalition of Colorado business executives to address the issues of providing care to abused and neglected children, and the establishment of a nationwide purchasing cooperative for non-profits. The innovative work of Colorado Care Management received national recognition, including participation in a Federal IV-E waiver study that demonstrated measurable superior clinical outcomes.

Dr. Talbot’s additional experience includes serving as the Associate Dean of Operations, the Director of the Master of Health Systems Program, and Adjunct Faculty for University College, University of Denver. He also held a senior management position at Mount Airy Psychiatric Center in Denver, Colorado.

Dr. Talbot has been a featured speaker at a number of national and state venues, and is the former publisher and editor of Today’s Healthcare Manager, a newsletter focusing on leadership and management skills for healthcare managers, and has written numerous articles, manuals, and book chapters.

Dr. Talbot received his Ph.D. from the University of Denver, Master of Occupational Therapy from Western Michigan University, and Bachelor of Science from Loyola University.

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Scott Hoffman

Mosaic, Chief Financial Officer

Scott has worked at Mosaic since 2002 and became Chief Financial Officer in 2015. Prior to his promotion, Scott served as the Finance Director for Nebraska. Before coming to Mosaic, Scott worked at public accounting firm specializing in healthcare and banking. He holds a bachelor’s in business administration with a concentration in accounting and management from Midland University in Fremont, Nebraska.

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Mike Lyons

Strategy & General Counsel, Mosaic

Mike joined Mosaic in 2013. He brings more than 15 years’ experience in the regulatory and legal field. Prior to joining Mosaic, he served for 10 years as corporate counsel for a major health insurance company specializing in privacy and security issues, complex business arrangements and health care reform. In his role at Mosaic, Mike oversees the legal and compliance teams, as well as directs the organization’s strategic initiatives. Mike holds a bachelor of arts from Louisiana Tech University in Ruston, Louisiana and a juris doctor from Creighton University in Omaha, Nebraska.

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9:00 am - 12:00 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

Christopher Williams, MA

Senior Associate, OPEN MINDS

Christopher Williams, M.A., brings over 25 years of strategic marketing and communications experience to the OPEN MINDS team. Mr. Williams currently serves as a Senior Associate, leading projects related to developing strategic partnerships, brand and reputation management, strategic and crisis communications, as well as mixed-method research design and statistical analysis.

Prior to joining OPEN MINDS, Mr. Williams served as the Director of Sales, Northwest and Account Management for The Echo Group, based in Conway, New Hampshire. In this role, Mr. Williams was responsible for generating new client sales, sales territory planning and management, as well as sales prospecting and lead conversions, through product demonstrations, managing strategic accounts, and fostering client relationships.

Prior to serving as the Director of Sales, Northwest and Account Management. Williams served as the Director of Marketing for The Echo Group. In this role, Mr. Williams oversaw lead generation, managed brand developments, executed product launches, conducted market research and competitive analyses, as well as executed strategic marketing plans and initiatives.

Previously, Mr. Williams served as the Vice President of Strategic Communications at Cookson Strategic Communications, in Manchester, New Hampshire. During his tenure, Mr. Williams served as a as lead consultant for on-going client programs and initiatives, managed the planning and execution phases of strategic communication campaigns, oversaw brand development and multiple product launches, as well as provided creative direction.

In addition to his commercial experience, Mr. Williams held adjunct faculty positions at the University of New Hampshire, Manchester, Concordia University, and Michigan State University, where he taught courses pertaining to public relations, communications and journalism. Mr. Williams earned his Master of Arts in Journalism from Michigan State University. He earned his Bachelor of Arts in Communications & Journalism from Wayne State University in Detroit, Michigan, as well as his Associate of Arts in Liberal Arts from Mott Community College in Flint, Michigan.

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