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Post-Institute Summit

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

August 15, 2019 | 7:30am – 3:30pm

Hilton Long Beach Hotel | Long Beach, California

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

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

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


Exclusive MA&A Private Consulting Sessions

Are you considering a merger, acquisition or affiliation?

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

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

7:30am – 8:30am – Registration & Breakfast

8:30am – 9:15am – Opening Remarks

Featuring: Monica E. Oss, Chief Executive Officer, OPEN MINDS

David C. Guth, Jr., Chief Executive Officer, Centerstone

9:15am – 10:00am – A Merger Of Two Non-Profit Provider Organizations: A Legacy Treatment Services Case Study

Featuring: Roy Leitstein, MS, Chief Executive Officer, Legacy Treatment Services

10:00am – 10:45am – A Non-Profit Primary & Specialty Care Merger: A Mosaic Case Study

Featuring: Scott Hoffman, Chief Financial Officer, Mosaic

Mike Lyons, Strategy & General Counsel, Mosaic

10:45am – 11:00am – Break

11:00am – 11:45am – A Non-Profit Health System Acquisition Of A Specialty Provider Organization: A Carrier Clinic Case Study

Featuring: Donald Parker, LCSW, President, Hackensack Meridian Health Carrier Clinic

11:45am – 12:45pm – Lunch

12:45pm – 1:30pm – The Non-Profit Affiliation Model: A Centerstone Case Study

Featuring: David C. Guth, Jr., Chief Executive Officer, Centerstone

John Markley, MBA, Chief Executive Officer, Centerstone of Illinois

1:30pm – 2:15pm – Administrative Service Organization Acquisition Of Non-Profit Provider Organizations: I Am Boundless, Inc. Case Study

Featuring: Patrick Maynard, Ph.D., Chief Executive Officer, I Am Boundless, Inc.

2:15pm – 2:30pm – Break

2:30pm – 3:30pm – Closing Panel Discussion

Register Your Team Today