Institute Agenda


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Day One Monday August 12
Day Two Tuesday August 13
Day Three Wednesday August 14
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

Giving executives the strategies and tools, they need to overcome the challenges of making mergers and acquisitions work – selecting the right organizations, the M&A process, developing governance and management structures for a newly-merged organization, and the challenges of managing a bigger and more diverse organization.

Mergers and acquisitions are becoming more common in the health and human service space. With this strategy taking hold and growing in popularity, there is an increased need among leaders and executives to navigate the process. That is why we developed the Mergers, Acquisitions & Affiliations Summit. This summit will be the go-to event for leaders in need of strategies, guidance and tools to be successful.

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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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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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

Integrating Social Determinants Into New Care Models: The Kaiser Initiative

Keynote Address

Bechara Choucair, M.D.

Senior Vice President & Chief Community Health Officer, Kaiser Foundation Health Plan, Inc. and Hospitals

Bechara Choucair, MD, is senior vice president and chief community health officer for Kaiser Foundation Health Plan, Inc. and Hospitals — known as Kaiser Permanente, one of America’s leading integrated health care providers and not-for-profit health plans. Dr. Choucair 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 within the communities it serves.

Dr. Choucair comes to Kaiser Permanente from Trinity Health, where he served as senior vice president, Safety Net and Community Health. He worked directly with Trinity Health’s regions to improve the health of populations and impact the community-based social determinants of health. He was responsible for the development of new care delivery models and new relationships with payers, public health agencies and community organizations. Dr. Choucair and his team led the organization’s community benefit portfolio of approximately $1 billion annually. He also launched Trinity Health’s Transforming Communities Initiative to transform the health and well-being of communities across the country.

For five years prior to joining Trinity Health, Dr. Choucair was the commissioner of the Chicago Department of Public Health. There, he and his team launched Healthy Chicago, the city’s first comprehensive public health agenda. Since its launch, CDPH has reported historic lows in childhood obesity rates and both teen and adult smoking rates, as well as significant increases in overall life expectancy. Under his leadership, CDPH became the first big city public health agency to be awarded national accreditation.

Prior to his appointment as CDPH commissioner, Dr. Choucair served as the executive director of Heartland Health Centers in Chicago and as the medical director of Crusader Community Health in Rockford, Illinois.

Dr. Choucair serves on numerous boards, including the Campaign for Tobacco-Free Kids, and the Diversity Leadership Committee of the American Heart Association and the American Stroke Association. He also has earned local and national awards, including being named one of Chicago’s “40 under 40” by Crain’s Chicago Business in 2012. Most recently, Dr. Choucair was ranked No. 10 on Modern Healthcare’s annual list of the Top 50 Most Influential Physician Executives and Leaders for 2018.

Dr. Choucair, a family physician by training, completed his Family Practice Residency at Baylor College of Medicine in Houston, Texas. He holds an MD from the American University of Beirut and a master’s degree in health care management from the University of Texas at Dallas.

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10:15 am - 11:30 am

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

Discussion Breakout

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

Bechara Choucair, M.D.

Senior Vice President & Chief Community Health Officer, Kaiser Foundation Health Plan, Inc. and Hospitals

Bechara Choucair, MD, is senior vice president and chief community health officer for Kaiser Foundation Health Plan, Inc. and Hospitals — known as Kaiser Permanente, one of America’s leading integrated health care providers and not-for-profit health plans. Dr. Choucair 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 within the communities it serves.

Dr. Choucair comes to Kaiser Permanente from Trinity Health, where he served as senior vice president, Safety Net and Community Health. He worked directly with Trinity Health’s regions to improve the health of populations and impact the community-based social determinants of health. He was responsible for the development of new care delivery models and new relationships with payers, public health agencies and community organizations. Dr. Choucair and his team led the organization’s community benefit portfolio of approximately $1 billion annually. He also launched Trinity Health’s Transforming Communities Initiative to transform the health and well-being of communities across the country.

For five years prior to joining Trinity Health, Dr. Choucair was the commissioner of the Chicago Department of Public Health. There, he and his team launched Healthy Chicago, the city’s first comprehensive public health agenda. Since its launch, CDPH has reported historic lows in childhood obesity rates and both teen and adult smoking rates, as well as significant increases in overall life expectancy. Under his leadership, CDPH became the first big city public health agency to be awarded national accreditation.

Prior to his appointment as CDPH commissioner, Dr. Choucair served as the executive director of Heartland Health Centers in Chicago and as the medical director of Crusader Community Health in Rockford, Illinois.

Dr. Choucair serves on numerous boards, including the Campaign for Tobacco-Free Kids, and the Diversity Leadership Committee of the American Heart Association and the American Stroke Association. He also has earned local and national awards, including being named one of Chicago’s “40 under 40” by Crain’s Chicago Business in 2012. Most recently, Dr. Choucair was ranked No. 10 on Modern Healthcare’s annual list of the Top 50 Most Influential Physician Executives and Leaders for 2018.

Dr. Choucair, a family physician by training, completed his Family Practice Residency at Baylor College of Medicine in Houston, Texas. He holds an MD from the American University of Beirut and a master’s degree in health care management from the University of Texas at Dallas.

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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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Redefining Care Delivery: The Rise Of Retail Clinics

Breakout Session

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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11:45 am - 1:00 pm

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

Breakout Session

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

Breakout Session

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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1:00 pm - 2:30 pm

Lunch On Your Own

Networking


2:30 pm - 3:45 pm

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

Breakout Session

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

Breakout Session

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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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 - 10:00 am

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

Keynote Address


10:15 am - 11:30 am

Thought Leader Discussion With Keynote

Discussion Breakout

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

Breakout Session

John Talbot, Ph.D.

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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11:30 am - 12:00 pm

Networking & Raffle Prize Drawing

Networking


12:00 pm - 1:00 pm

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

Keynote Address

Monica E. Oss

Chief Executive Officer, OPEN MINDS

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past 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, our customers (both payers and consumers) don’t always care about our costs to deliver a service. They only care about the rate we charge – 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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