Institute Agenda


Print-friendly Agenda
Day One Wednesday August 16
Day Two Thursday August 17
7:30 am - 8:30 am

Registration & Executive Networking Breakfast In The Institute Exhibit Hall

Networking

Start off the morning with breakfast and a chance to meet your fellow attendees. With over 400 executive leaders from across the country, you won't want to miss this opportunity to network with your colleagues.


8:30 am - 9:30 am

Expanding The Continuum Of Care: How Molina Is Improving Care Coordination For Complex Consumers

Plenary

Mario San Bartolomé, M.D., M.B.A., M.R.O., FASAM

National Medical Director, Substance Use Disorders, Molina Healthcare, Inc.

Dr. Mario San Bartolomé is an Addiction Medicine specialist who is board certified in both Family Medicine and Addiction Medicine. Dr. San Bartolomé received his undergraduate degree from UC Davis, his MD from the UC Irvine School of Medicine and received a Master’s in Business Administration from the Paul Merage School of Business at UC Irvine.

Dr. San Bartolomé has leadership and health delivery experience in multiple levels of care related to substance use disorders including inpatient medical withdrawal management, residential treatment and outpatient treatment both in programs and in medical offices. Dr. San Bartolomé has served as founding Director for the Memorial Care Addiction Medicine Unit and has held directorships for several residential and outpatient treatment organizations.

Dr. San Bartolomé has been an active and passionate advocate for improving access to care for people with substance use disorders through leadership at the local, state and national level. As the Medical Director for Substance Use Disorders at Molina Healthcare, Inc., Dr. San Bartolomé´s focus is on aligning Molina’s strategy and to improve the organization’s ability to address member needs with all things related to substance use while moving forward initiatives to integrate behavioral health and physical medicine across the multiple vulnerable groups that Molina serves.

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9:45 am - 11:00 am

Finding New Opportunities With Health Plans: How To Market Your Services To Managed Care

Breakout Session

While managed care has been around for years, we are seeing new consumers in managed care plans and new managed care markets. For the first time, many states are mandating that individuals with a wide range of disabilities are enrolled in managed care plans. And foster children. And the dual eligible population. Managed care in Medicare is on the rise as well. Almost 76% of consumers in the U.S. get their health care services through some type of managed care organization – and that number is increasing. To be prepare for this new wave of managed care, proactive positioning and proactive conversations with the managed care organizations that are dominant in your area is a strategic must. In this session, we'll discuss how to start these strategic conversations, as well as how to secure and optimize service agreements with health plans; how to move those agreements from fees to gainsharing; and how to optimize the geographic footprint and utilization of those agreements.

Steve Ramsland, Ed.D.

Senior Associate, OPEN MINDS

Steven Ramsland, Ed.D., Senior Associate, has more than 25 years of experience in the development and delivery of health and human service programs. He has held senior leadership positions in the development of several innovative service systems including Medicare Shared Savings Program ACOs, a primary care provider network, several national managed behavioral health initiatives, and innovative community programming.

Dr. Ramsland recently served as chief executive officer at Redwood Community Health, a network of 17 community health centers, with over 40 sites in northern California.     The organization provides primary care, behavioral health and oral health to over 240,000 patients each year. While at Redwood he managed the implementation of an ACO, a capitated Medicaid managed care contract, and a pay-for-performance quality improvement program.

Prior to this, he was the executive director of Buckelew Programs, a leading provider of community-based, recovery-oriented behavioral health programs in Northern California. The organization provides supported housing and employment, and recovery supports, as well as two social enterprise businesses.

Dr. Ramsland was previously vice president and practice leader for United Behavioral Health’s Public Sector Practice (now Optum).   In that role, he analyzed opportunities and implemented strategies to expand public sector business – and collaborated with executive leadership at United to design and build organizational capabilities in public sector behavioral health, disease management, and consumer-directed care to support revenue growth.

In addition to his work with Optum, Dr. Ramsland also served as the chief development officer and Public Sector President for Comprehensive Behavioral Care, and as vice president, Government Programs, for ValueOptions. He has worked with government policy leaders throughout the nation to develop new, recovery-oriented approaches to delivering behavioral health and integrated medical services. He was also the Chief Executive Officer of a community mental health center, SERV Behavioral Health in New Jersey.

Dr. Ramsland earned a Doctoral Degree in Psychology from Rutgers University, a Master’s Degree in Psychology from Duquesne University, and a Bachelor’s Degree in Psychology and English from Trinity College.

  • Areas of Expertise
  • Managed care program design, development, and operations
  • Management of accountable care organizations
  • Integrated primary care/behavioral health service systems
  • Business development – program design, payer contracting, and proposal and grant writing
  • Professional Highlights
  • Chief executive officer, Redwood Community Health
  • Executive director, Buckelew Programs
  • Chief development officer and president, Public Sector
  • Vice president & public sector practice leader, United Behavioral Health
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Dawn S. Kingsley, MSHA

Vice President, Payer Contracting & Strategy, Centerstone America

Dawn Kingsley serves as Vice President of Payer contracting & Strategy for Centerstone, the nation’s largest community based behavioral healthcare provider. The non-profit organization, headquartered in Nashville, Tennessee, serves over 172,000 individuals and families annually throughout their five state footprint of Tennessee, Kentucky, Indiana, Illinois and Florida.

In her role with Centerstone she directs all payer contracting and strategy for the Centerstone’s five affiliate states. Dawn has more than 25 years of experience in healthcare and has held leadership positions with large national payers as well as national provider organizations. She has extensive experience building networks, contracting with payers, applying marketing principals to payer discussions and developing value based care strategies for her organization.

Additionally she worked for a national consulting firm providing expert guidance in Medicare Advantage network expansion, payer strategy, organizational management and reporting oversight. She has a Bachelor’s Degree in Journalism and Political Science from Eastern Illinois University and a Master’s Degree in Healthcare Administration from the University of St. Francis in Joliet, Illinois.

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Preparing For An Uncertain Future In Health & Human Services: A Guide To Scenario-Based Strategy Development

Breakout Session

In a turbulent market, the question that is top of mind for health and human service executives is – where will we be next year? The question of sustainability is where strategy comes in. Every organization needs three strategies – the 'now' strategy, the 'future sustainability' strategy, and the plan to get from one to the other. But, the best laid plans do not assure success. A great strategy needs a detailed implementation plan and management framework to assure its implementation. In this information-packed session, you will learn the field-tested, best practice models from the team at OPEN MINDS. In this session, we will discuss:

  • An overview of our "best practice" strategic planning process
  • Implementation planning for taking plan to action – developing an accountable implementation process
  • Managing strategy implementation, and change, for success

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

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Connecting The Dots From Data To Value

Knowledge Partner

Sponsored by Core Solutions 

Data environments throughout the healthcare landscape are growing exponentially, evolving even before effective data collection strategies can be put in place. With new regulations and requirements mandated every year, healthcare organizations are challenged with developing data collection and evaluation processes that can be standardized not only across departments, but entire organizations. However, in this ever-changing healthcare climate, it is simply not enough for organizations to collect data for the sake of collecting data. In an industry that demands higher quality of care, improved outcomes and lower costs, knowledge sharing is truly the most powerful asset that we can use to bridge the gap between the data we collect and the value that it holds to those who can learn and benefit from it.

During this session, attendees will:

  • Learn the importance of embracing innovation and technology as they pertain to the use of data collection and knowledge sharing.
  • Gain an understanding of the “Internet of Things” (IoT) and its role in collecting and deciphering automated data.
  • Review several clinical tools that can be used to build and demonstrate data value.
  • Develop an understanding of what it means to communicate with data and the importance of data visualization in storytelling.

Ravi Ganesan

President & CEO, Core Solutions, Inc.

When Ravi Ganesan started Core Solutions nearly a decade ago, he began the venture as a developer of custom solutions for select organizations in behavioral health and human services. Since then, he has used his passion for entrepreneurship and a rich background in consulting and software development to grow the company into a premier provider for clients of all types and sizes across the country.

Prior to founding the company, Ravi was a systems architect and software developer with Management Concepts, Inc., an IT consulting firm. Before this, Ravi launched his career in the Greater Philadelphia region at New York Life, the nation’s oldest and largest mutual life insurance company. While there, he established a technical assistance program initially developed to help insurance agents integrate technology into their businesses, which evolved to include business consulting, marketing and related support activities. Ravi received his M.B.A. from St. Joseph’s University in Philadelphia.

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Adam Bauer

Senior Manager, Life Sciences and Health Care, Deloitte Consulting LLP

Adam is an engaging project leader with over fourteen years of consulting experience in the healthcare industry. He has broad exposure delivering strategic business and technology solutions to human and social services agencies, behavioral health providers, integrated delivery networks, community hospitals, long term care organizations, and payers. Adam holds a strong grasp of end-to-end project management and implementation methodologies across a range of business and clinical software solutions. His recent experience has focused on helping clients who serve the Intellectually / Developmentally Disabled population develop and execute Electronic Health Record selection, implementation, analytics, and optimization strategies.

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11:15 am - 12:30 pm

The Health Integration Meeting: A Concrete Example Of Integration Between Behavioral Health & Primary Medical Care

Knowledge Partner

Sponsored By Welligent

HealthRIGHT 360’s “integration meeting” is a process developed for clients to receive coordinated primary care, psychiatric and behavioral health treatment. When clinicians see an adverse change in a client’s health or day to day behaviors and feel there’s a need for evaluation, the client is referred to the clinic and a multidisciplinary team discusses the case. Learn how this process results in clients getting more comprehensive and integrated health care through case examples and technological advances.

Cassandra Eslami

Managing Director of Mental Health, HealthRight 360

Ms. Eslami assists in administration and clinical programming of mental health services in both San Francisco and Solano county. Ms. Eslami is a Licensed Marriage and Family Therapist, gaining her Masters of Science in Counseling from San Francisco State University. She has designed, implemented and directed a number of programs at HealthRIGHT 360 including family services and criminal justice programs for adults and youth. She leads efforts to strengthen the integration of mental health services with substance use disorder treatment and primary care and is instrumental in quality improvement and workforce development for mental health operations.

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Primary & Behavioral Health Integration Models: Options For New Opportunities

Breakout Session

Behavioral health organizations across the country are developing a number of initiatives to better meet the needs of clients via the integration of primary and behavioral health care. However, in an era when everyone in health care is talking about integration, few organizations have been able to master the process. In this exciting session, we will review several organizations’ paths to integration, the service delivery models they have created, how they work with payers under their models, and their advice for other provider organizations considering how to expand their practices into primary care. This exciting session provides an overview of:

  • The range of integrated behavioral health/primary care service delivery models
  • Key ingredients for success of an integrated practice
  • Case study examples of successful integrated behavioral health/primary care service practices

Richard Louis, III

Senior Associate, OPEN MINDS

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

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

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

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

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

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The Shift From Residential: The Changing Addiction Treatment Landscape

Breakout Session

The effects of parity, the increasing incidence of opioid addiction, new treatment models and programs, and more integrated approaches to care – these factors are all changing the addiction treatment market and the role of provider organizations. In this market, there are fundamental changes to payer and consumer preference that are changing how services are delivered. This session focuses on the shifting addiction treatment landscape from both a health plan and provider perspective. Our team of innovative speakers will discuss:

  • Addiction treatment by the numbers – trends in prevalence, utilization, treatment models, and reimbursement
  • The emerging addiction treatment continuum and new treatment technologies
  • Examples of innovative addiction treatment programs

Steve Ramsland, Ed.D.

Senior Associate, OPEN MINDS

Steven Ramsland, Ed.D., Senior Associate, has more than 25 years of experience in the development and delivery of health and human service programs. He has held senior leadership positions in the development of several innovative service systems including Medicare Shared Savings Program ACOs, a primary care provider network, several national managed behavioral health initiatives, and innovative community programming.

Dr. Ramsland recently served as chief executive officer at Redwood Community Health, a network of 17 community health centers, with over 40 sites in northern California.     The organization provides primary care, behavioral health and oral health to over 240,000 patients each year. While at Redwood he managed the implementation of an ACO, a capitated Medicaid managed care contract, and a pay-for-performance quality improvement program.

Prior to this, he was the executive director of Buckelew Programs, a leading provider of community-based, recovery-oriented behavioral health programs in Northern California. The organization provides supported housing and employment, and recovery supports, as well as two social enterprise businesses.

Dr. Ramsland was previously vice president and practice leader for United Behavioral Health’s Public Sector Practice (now Optum).   In that role, he analyzed opportunities and implemented strategies to expand public sector business – and collaborated with executive leadership at United to design and build organizational capabilities in public sector behavioral health, disease management, and consumer-directed care to support revenue growth.

In addition to his work with Optum, Dr. Ramsland also served as the chief development officer and Public Sector President for Comprehensive Behavioral Care, and as vice president, Government Programs, for ValueOptions. He has worked with government policy leaders throughout the nation to develop new, recovery-oriented approaches to delivering behavioral health and integrated medical services. He was also the Chief Executive Officer of a community mental health center, SERV Behavioral Health in New Jersey.

Dr. Ramsland earned a Doctoral Degree in Psychology from Rutgers University, a Master’s Degree in Psychology from Duquesne University, and a Bachelor’s Degree in Psychology and English from Trinity College.

  • Areas of Expertise
  • Managed care program design, development, and operations
  • Management of accountable care organizations
  • Integrated primary care/behavioral health service systems
  • Business development – program design, payer contracting, and proposal and grant writing
  • Professional Highlights
  • Chief executive officer, Redwood Community Health
  • Executive director, Buckelew Programs
  • Chief development officer and president, Public Sector
  • Vice president & public sector practice leader, United Behavioral Health
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12:30 pm - 2:00 pm

Lunch Break

Networking

Lunch On Your Own


2:00 pm - 3:15 pm


Using Technology To Improve Consumer Engagement: A Look At Successful Models For Engagement

Breakout Session

Poor patient engagement is a well-known obstacle in the pursuit of better health care outcomes – an obstacle with mounting costs in our value-based market. The consumers who are actively engaged in their health care experiences show better outcomes and lower costs. As organizations develop patient engagement strategies, many are turning to tech tools to make the value equation work, but the list of treatment technology choices is formidable, and growing more so every day – innovative drug delivery systems, mobile and web-based interventions, diagnostics, virtual reality treatment applications, neurotech treatments, robots, etc. The question is how to choose what technologies will improve your organization’s market positioning and strategic advantage. In this exciting session, we will take a look at how technology is being used to increase consumer engagement, and review several technologies that are seeing results from using tech tools to engage consumers.

Richard Louis, III

Senior Associate, OPEN MINDS

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

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

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

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

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

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Planning For Turbulence In The Years Ahead: How To Diversify Your Revenue Streams & Develop Marketable New Services

Breakout Session

In the current environment of changing consumer expectations and new financial models, one essential skill that all executives need to master is the ability to evaluate and modify current services – and to develop new services to meet the challenges and opportunities in the market. In this exciting session, we will review everything you need to know about developing a new service line and hear from an executive who has been there. We will review how to analyze current service lines and determine strategic options for diversification, a structured approach for selecting new services for your organization and ensuring they are financially sustainable, and a target costing model for launching new services.

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

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2:15 pm - 3:30 pm

Providing Effective Collaborative Care In Major Depressive Disorder: Strategies & Resources From Otsuka’s Frameworks In Health & Quality Program

Knowledge Partner

Sponsored by Otsuka Frameworks

Major Depressive Disorder (MDD) is estimated to affect over 16% of the U.S. population over the course of their lifetime.i It is often co-occurring with chronic medical conditions like diabetes or cardiovascular disease, as well as with other mental illnesses such as anxiety and substance use disorders.ii,iii Treating MDD with a collaborative approach has been shown to improve care quality and outcomes, and to reduce costs.iv,v,vi

During this session, attendees will:

  • Understand the impact of MDD on consumer’s lives and their use of health care resources
  • Explore ‘best practice’ collaborative approaches to supporting consumers MDD –and how these approaches may improve care quality and outcomes
  • Participate in a discussion with our co-presenters on their experience addressing the needs of consumers

[i] Kessler RC, Berglund P, Demler O, et al.
[ii] Gelenberg AJ, Freeman MP, Markowitz JC, et al, for the Work Group on Major Depressive Disorder, American Psychiatric Association. Practice Guideline for the Treatment of Patients With Major Depressive Disorder. II. Formulation and Implementation of a Treatment Plan. Arlington, VA: American Psychiatric Publishing, Inc.; 2004.
[iii] Chapman DP, Perry GS, Strine TW. The vital link between chronic disease and depressive disorders. Prev Chronic Dis. 2005;2(1):1-10.
[iv] Butler M, Kane RL, McAlpine D, et al. Integration of Mental Health/Substance Abuse and Primary Care. Evidence Reports/Technology Assessments, No. 173. Rockville, MD: Agency for Healthcare Research and Quality; October 2008.
[v] Katon W, von Korff M, Lin E, et al. Collaborative management to achieve treatment guidelines: impact on depression in primary care. JAMA. 1995;273;13:1026-1031.
[vi] Unützer J, Harbin H, Schoenbaum M, Druss B. The Collaborative Care Model: An Approach for Integrating Physical and Mental Health Care in Medicaid Health Homes. Hamilton, NJ: Centers for Medicare & Medicaid Services, Center for Health Care Strategies and Mathematica Policy Research; May 2013

Heidi Waters

Director of Outcomes Management, Otsuka Pharmaceutical Companies, U.S.

Heidi Waters currently serves as Director of Outcomes Management/Health Outcomes at Otsuka Pharmaceutical Development & Commercialization, Inc.  In that role, she partners with payers and providers to develop unbranded health services research to improve the process of care and optimize outcomes for consumers with serious mental illness and other conditions that Otsuka products help treat.  Prior to joining Otsuka, Heidi worked for Ethicon as Global Franchise Director, Health Economics and Director, Health Economics for Centicor Ortho Biotech, both Johnson & Johnson companies.  Heidi also has experience working in drug safety, both at J&J and Wyeth. Prior to joining the pharmaceutical industry, Heidi served as Quality Improvement Director for Magellan Behavioral Health, where she was responsible for conducting quality improvement initiatives, developing preventive health programs, and trending utilization data for both Medicaid and commercial lines of business.

Heidi has a PhD in Health Services from Walden University, a Master’s degree in Counseling from the University of Pennsylvania, and an MBA from LaSalle.  Heidi’s dissertation research focused on integrated care for consumers with serious mental illness.

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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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3:30 pm - 4:30 pm

Building New Payer/Provider Partnerships: A Town Hall Discussion On How To Collaborate With Managed Care Organizations

Plenary Address

Across the country, health plans 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 discussion session, we will discuss ways to demonstrate your organization’s value and review how to develop successful partnerships with payers in a value-based market.


4:30 pm - 5:30 pm

Networking Reception In The Institute Exhibit Hall

Networking

Looking for new contracts with health plans? Need a partner for a new integration initiative? Want to see how your competitors are collaborating? OPEN MINDS’
networking events are the only opportunity to meet with the organizations having an impact in health and human services.

7:30 am - 8:30 am

Executive Networking Breakfast In The Institute Exhibit Hall

Networking


8:30 am - 9:30 am

Redesigning Behavioral Health For The Future: The New Directions Approach To Building A Better Care Delivery System

Plenary Address

Health care delivery systems are not always built for the people who need them the most – that’s particularly true when it comes to behavioral health. With that idea in mind, New Directions Behavioral Health in redesigning their behavioral health system to better focus on the needs of complex consumers. In her keynote presentation, Peggy DeCarlis, Senior VP and Chief Operating & Innovation Officer at New Directions will explore the broad challenges facing managers of behavioral health systems and discuss the specific innovations that her team at New Directions is putting in place. This includes evaluating provider organizations in terms of the evidence base of their services, their clinical outcomes and financial results, and their consumer experience. Don’t miss this cutting-edge presentation on how payers and provider organizations can partner together to build a better care delivery system.

Peggy DeCarlis, MSSA, LCSW-C

Senior VP, Chief Operating & Innovation Officer, New Directions Behavioral Health

More information coming soon!

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10:00 am - 11:15 am


Mergers & Acquisitions: Best Practices From Concept To Go Live

Breakout Session

In recent years, studies have shown mergers to have a high failure rate – sometimes failing as often as 50%-90% of the time. However, economies of scale and organizational size are an integral part of strategy for health and human service organizations. The question – how to develop a merger and acquisition plan that makes your organizational strategy successful. Don’t miss this engaging look at how 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 – through the lens of organizations who have made it work.

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

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Best Practices In Care Coordination: Health Homes, Medical Homes, & More

Breakout Session

While the concept of medical homes has been around since the 1960s, health homes (or specialty medical homes) are a relatively new creation ushered in by health care reform. The uptake of medical homes and health homes has been rather dramatic – there are at least 20 state Medicaid plans that have medical home initiatives. Nineteen states also have Medicaid health home initiatives and another four states plan to implement health homes in the next few years. But the construct is not limited to Medicaid – medical homes are increasingly common in commercial health plans and accountable care organizations (ACOs). In this session, we'll explore how the medical home model is being utilized to coordinate care for complex consumers – from physical and behavioral health, to social services and support needs. We'll cover the different models of care, hear from provider organizations operating successful programs, and discuss the future of care coordination models for consumers with complex support needs.

Athena Mandros

Market Intelligence Manager, OPEN MINDS

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11:15 am - 12:15 pm

Reinventing Your Organization In A Complex Market: A Guide To Building A Sustainable, Performance-Driven Organization

Plenary Address

George Bernard Shaw once said, “Progress is impossible without change...” The health care market is in the middle of a massive transformation – one that’s designed to ultimately improve outcomes and reduce costs. But getting there is going to be a challenge. The move to value-based reimbursement is uneven at best, thwarted by lack of provider organization readiness to assume downside risk and weak financial performance. This mismatch in market direction and market capabilities means we’re in for a time of turbulence. Market share will gradually move to provider organizations that are willing to accept risk. And, there will be some spectacular successes – and some spectacular failures – in these new roles. In our closing keynote session, OPEN MINDS Chief Executive Officer Monica Oss will discuss these challenges and how executives can prepare their organizations to be sustainable in a changing complex market.

Monica E. Oss

Chief Executive Officer, OPEN MINDS

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past two decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.

 

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12:15 pm - 12:30 pm

Raffle Prize Drawing In The Institute Exhibit Hall

Closing Remarks