Institute Agenda


Print-friendly Agenda
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 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., 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 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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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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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.

Medical Director, Collaborative Care Center, Weill Cornell Medicine

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Streamline Healthcare Solutions Knowledge Partner

Knowledge Partner

Sponsored by Streamline Healthcare Solutions


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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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

John F. Talbot, Ph.D.

Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Advisory Board Member, 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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Genoa Healthcare Knowledge Partner

Knowledge Partner

Sponsored by Genoa Healthcare


1:00 pm - 2:30 pm

Lunch On Your Own

Networking


2:30 pm - 3:45 pm

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

Breakout Session

John F. Talbot, Ph.D.

Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Advisory Board Member, 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

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.

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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

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

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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Jessie Peters, MSN, FNP-BC

Director of Strategy and Innovation, Spectrum Healthcare Group

Jessie J. Peters, MSN, FNP-BC is a Family Nurse Practitioner who has dedicated her career to whole health care since 2009. Jessie brings over a decade of medical and nursing leadership that well-positions her for the roles she fulfills. At Spectrum Healthcare Group (SHG) Jessie has pioneered integrative clinics, developed integrative practice models, managed system infrastructures, managed process improvement projects, and championed care management among clinical teams – all while creating a workforce culture that is high-quality, accessible, and compassionate. Jessie has spoken and taught on the topic of whole health integration at state and national levels, bringing new strategy to the topics of primary care and behavioral health integration, patient centered care, and more. Jessie has always been deeply impacted by disparities in healthcare, and continues to develop systems and teams to better provide patient-centered whole health care.

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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

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

This year we will hear first-hand from executives that have led various types of mergers, affiliations and acquisitions. Included on this information packed agenda are case studies detailing a merger of two similar specialty provider organizations, a specialty provider merged into a larger health system, the merger of a specialty provider organization with primary care organization, a non-profit affiliation and a private-equity financed roll-up.

Stacy DiStefano

Chief Strategy Officer, EVP Strategy & Business Development, Inperium, Inc. & Advisory Board Member, 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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