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11:30 am - 12:00 pm ET

Welcome & Announcement Of The 2020 OPEN MINDS Executive Compensation Survey

Opening Plenary
During this opening session, OPEN MINDS Chief Executive Officer, Monica E. Oss, will share the results of the 2020 OPEN MINDS Executive Compensation Survey. The question of executive compensation is an important topic for boards and organizations who want to retain current executives and ensure a smooth succession when the time comes.
12:00 pm - 1:00 pm ET

Grow Or Die: Surviving Both The Pandemic & Private Equity

Keynote Address
Private equity investments in health care are changing the outlook for sustainability of traditional provider organizations—with new service offerings, investment capital for technology and marketing, pressure on fees, and the ability to accept value-based reimbursement. This increased competition creates challenges for traditional provider organizations. The weakened financial state of many provider organizations caused by the COVID-19 pandemic means private equity and other investment firms will need to be in position to react fairly promptly to the opportunities presented by any financial failures. Where does your provider organization stand? Are you a potential target for private equity interests and if so, how can you leverage the opportunity to sustain and grow while preserving your mission? And if not, what can you learn from the competition to stand up to them? Our keynote speaker, Mark Mishek, from Hazeldon Betty Ford Foundation, will provide best practices for how to “right size” your organization and grow “in your lane.” He explores the private equity challenge based on his 30+ years of experience as a health care executive, including in hospital systems.
1:00 pm - 1:15 pm ET

The Importance of Collaborative Partnerships—Successful Outcomes In A Transition-Aged Youth Program: An Interview With Youth Villages & The New York Foundling

Customer Interview - Sponsored by Netsmart
Learn how The New York Foundling implemented LifeSet, a program for former foster and transition-aged youth developed by Youth Villages.
1:00 pm - 4:00 pm ET

How To Develop A Successful Marketing Plan: The OPEN MINDS Seminar On Marketing Strategy

Executive Seminar
A winning marketing plan is a business necessity 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. This Best Practice Seminar will walk through the steps needed to design a successful marketing plan based on your organization’s strategic goals.
  • 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.
1:15 PM - 2:15 PM ET

Thoughtleader Forum Session With Mark Mishek, President & Chief Executive Officer, Hazelden Betty Ford Foundation

Thoughtleader Forum
Join us for a follow-up session with our keynote speaker, Mark Mishek, President & Chief Executive Officer, Hazelden Betty Ford Foundation. Use this time to ask questions and continue the discussion with Mr. Mishek and OPEN MINDS Chief Executive Officer Monica E. Oss.
1:15 pm - 2:15 pm ET

Keys To Making Your New CEO A Successful CEO: Ensuring A Successful Transition

Topical Case Study Session
Whether the new CEO is hired from the outside or promoted from within, one-third to one-half of new chief executives fail within their first 18 months, according to experts. The stakes are high not only for the incoming CEO, but for the organization’s stability and the board of directors. This session will focus on the keys to ensuring a successful transition including:
  • Planning for the transition
  • Best practices for implementing a transition plan
  • How to redirect organizational priorities while at the same time, honoring the former CEO’s legacy
1:15 pm - 2:15 pm ET

No Place Like Home: The Benefits Of A Remote Workforce Program

Topical Case Study Session
When talking about the benefits of a remote workforce, focus is most often placed on the benefits for employees. However, employers are realizing tremendous benefits from these models. In this session, we will hear from two organizations that have implemented remote workforce programs—one prior to COVID and one in response to COVID. They will discuss their successes with this model including; the savings realized, why it works, lessons learned, and tips for a successful implementation.
2:30 pm - 3:30 pm ET

Attracting Board Members For The New Landscape: Finding The Right Talent & Experience

Best Practice How To
With the health care industry moving toward value-based reimbursement models, the role of governance boards is changing. Organizations need to attract board members that are not only strategic and business savvy, but also are familiar with the major economic and regulatory forces affecting the health care market. These leaders also must be aware of the resources and risks needed to meet the organization's mission while remaining competitive.
  • The role of an effective board in a value-based market.
  • Best practices for recruiting the right board members.
  • Effective board management for creating a competitive advantage.
2:30 pm - 3:30 pm ET

Making Change Happen: Organizational Strategies For Managing In A Rapidly Changing Market

Best Practice How To
The health and human service field is in a flux and changing rapidly—from newly empowered consumers, to high turnover among employees and leadership, new competition, new financing systems, and new performance expectations. The requirements to keep up are changing so quickly that the ability to thrive seems close to impossible.  In this session, we will discuss strategies for change management initiatives that will allow organizations to successfully position themselves for the future.
  • Best practices and tactics for successfully managing change.
  • Tools and insights organizations need to strategically reposition themselves for sustainability.
  • Change management tactics to guide organizations through in this environment.
2:30 pm - 3:30 pm ET

Developing A Data-Driven Management Approach—From Start To Success: The Case Study Of Easterseals UCP & Partners Health Management

Knowledge Partner - Sponsored by PerformWise
In order to survive the on-going economic disruption caused by the pandemic, executives of specialty provider organizations need to embrace a new approach for developing strategies. Leaders need to take data and turn it into actionable information so they can navigate a clear and successful path into what is now a very murky future. In this session, we'll hear from leaders at two organizations who have done just that—used data to pivot and adapt to the immense disruption the pandemic caused to their markets, their consumers, and their staff. They'll share their experiences and provide concrete steps that others can follow in order to use data to inform some of the most important decisions they have ever had to make.
  • How they stood up their data-driven tool and how it changed the management culture to use that data in decision making.
  • How they decided what data they needed—and how they acquired it.
  • The functionality of their current performance management system, as well as the tools used, examples of reporting output, process descriptions and workflows, success stories, and challenges.
3:30 pm - 3:45 pm ET

Strategically Expanding Services & Programs: An Interview With Western Psychological & Counseling Services

Customer Interview - Sponsored by NextGen Healthcare
3:45 pm - 5:15 pm ET

Strategic Decision-Making In Times Of Change—Colonel Joshua Chamberlain & Little Round Top: Defending The Union Line

Leadership Through The Lens Of History
Robert Prosperi, Licensed Battlefield Guide, will lead a virtual tour of Little Round Top and the surrounding area. Colonel Joshua Lawrence Chamberlain and his 20th Maine regiment’s defense of Little Round Top is perhaps one of the most famous confrontations of the Battle of Gettysburg during the American Civil War. Little Round Top is the smaller of two hills south of Gettysburg, Pennsylvania, and the position of the far-left flank of the Union Army during the Battle of Gettysburg. On the second day of the battle, Union troops left this strategic ground undefended, leaving the Union line open to attack from Confederate forces. Colonel Chamberlain was ordered to guard this position and quickly understood the strategic significance of the small hill—meaning that his regiment must hold the Union line at all costs. In the last moments, as all seemed lost, Chamberlain ordered a bayonet charge that swung around almost doubling back on its own line and capturing more than 100 soldiers and maintaining the Union defense of the high ground of the battlefield. This session examines how Colonel Chamberlain, in times of great distress, recognized the power of strategic thinking, made the necessary quick decisions, and preserved the overall goal of the Union Army. Colonel Chamberlain’s own battlefield experiences help us to realize the importance of good leadership, and to examine transactional and transformational leadership styles. This session will include a review of the Union army’s defenses on day two of the battle, a discussion of the history of the battlefield site, and time for questions and discussion with our guide. At the conclusion of the virtual battlefield tour, we will wrap up the session with a lively discussion of the leadership lessons learned from the Colonel Chamberlain and the application of those lessons for managing your health care team.
3:45 pm - 5:15 pm ET

Women In Leadership: An Interactive Discussion Group On The Issues Facing Women In Leadership

Topical Discussion Session
Though the world is evolving, there remains a large gender gap in leadership roles and women in leadership often face different challenges than their male counterparts. In this discussion session, we will come together to discuss ways to support, advance, and empower women executives in the workplace.
4:15 pm - 4:45 pm ET

Successfully Bringing Together Behavioral and Physical Health: An Interview with Rusty Frantz, CEO - Sponsored by NextGen Healthcare

An Interview with Rusty Frantz, CEO, NextGen Healthcare
5:00 pm - 6:00 pm ET

Non-Profit Board Appointments: To Pay Or Not To Pay?

Point/Counterpoint
Non-profit organizations often wrestle with the question of whether or not they should compensate board members. Those who believe they should be compensated and those who believe they should not, both have valid arguments. Join us to hear why the panelists are for and against compensation and come prepared to voice your opinion!
9:00 am - 12:00 pm ET

Making The Right Technology Investments For Your Organization: An OPEN MINDS Executive Seminar On Technology Strategy, Budgeting & Planning

Executive Seminar - Sponsored by Streamline Healthcare Solutions
As technology takes a more central role in the strategy development and sustainability for health and human service organizations, it brings new issues for executive teams to grapple with: What technology do we invest in to support the organization and deliver a competitive advantage? How much should we spend on technology infrastructure? Who is responsible for technology purchasing, technology implementation, and technology optimization? These are big questions. The range of available technologies and tech-enabled functionality that shape and support strategy is large and growing rapidly. In this session, we’ll cover the big challenges facing executives as they lead their organization on the path to a tech-driven future, including:
  • How to develop a technology strategy that aligns with your organization’s strategic plan.
  • How to establish a technology budget that allows your organizations to meet its strategic goals.
  • How to apply best practices in technology selection, implementation, and optimization.
12:00 pm - 1:00 pm ET

A ‘Whole Life’ Approach To Managed Care: Emerging & Future Health Plan Models

Keynote Address
About 70% of health care spending is attributable to environmental and lifestyle factors with the remaining 30% due to genetics and health care service access and quality. The high and likely long-term unemployment rates caused by the pandemic are likely to exacerbate the impact of social determinants—environment and lifestyle—on health resource use. For these reasons, health plans are increasingly adopting programs that address social safety net issues and measuring their return-on-investment in both improved outcomes and reduced costs. Mr. Lovelace will provide a perspective on current initiatives at UPMC for moving to whole person care—and what he sees in the future.
1:00 pm - 1:15 pm ET

Getting The Most From Your EHR Selection & Implementation Process—Central Mental Health Center's Executive Director Kathy Mosher, MS, MBA

Customer Interview - Sponsored by: Qualifacts + Credible
Learn how Central Mental Health Center approached their selection of an electronic health record (EHR) system to meet their current and future needs.
1:00 pm - 2:00 pm ET

Thoughtleader Forum Session With John Lovelace, President, UPMC For You

Thoughtleader Forum
Join us for a follow-up session with our keynote speaker, John Lovelace, President, UPMC For You. Use this time to ask questions and continue the discussion with Mr. Lovelace and OPEN MINDS Senior Associate, Jim Fiorenzo.
1:00 pm - 4:00 pm ET

An Intentional Approach to Integrated Care: Four Healthcare Executives Share Their Unique Perspectives

Virtual Summit - Sponsored by NextGen Healthcare
How do we address the medical, behavioral, and social needs of our patients in a single setting? What are the challenges? What are the financial implications? How do patients and providers respond? The clinical benefits of integrated care are becoming more and more understood/evident. When the mind and body are treated as one—at the point of care—patient outcomes improve, overall costs are reduced, and health care achieves a higher standard. Join for a compelling discussion on how four healthcare executives each broke the norm and successfully brought behavioral health and physical health together. Participants will learn:
  • Why integrated care is a goal worth pursuing
  • How best to prepare for your transition to integrated care
  • Practical models and pathways toward integration
  • Best practices for effective, integrated care management
Participants will receive exclusive access to an Integrated Care Resource Toolkit and an invitation to participate in a benchmark study on Integrated Care readiness. Don’t miss this virtual summit at the OPEN MINDS 2020 Executive Leadership Retreat, sponsored by IntegratedCareOnline.compowered by NextGen Healthcare.
1:15 pm - 2:15 pm ET

The Mission/Margin Balancing Act

Topical Case Study Session
Balancing the commitment to your organization’s mission while maintaining your margin is vital. After all, you can't help any consumers if you're out of business! Health and human service providers fulfill an essential role in our communities that needs to be sustained, but they must operate like a business to ensure their important missions continue. Business acumen, the agility to keep up with changing payer models, ability to invest in growth and change, positioning the organization for mergers and acquisitions, and strategic alliances and partnerships are imperative to ensuring sustainability. This session will include case study presentations from organizations who have successfully balanced their mission and their margins.
2:30 pm - 3:30 pm ET

Building The Next Generation Of Leaders: How To Develop The Leadership Team You Need For Success

Executive Roundtable
If you are going to be an effective leader, you need to cultivate the expectations of very diverse staff members. There is tremendous turnover of employees in behavioral health in general, and it is very high among younger generations. Organizations need to think in the long-term about how to grow their talent pool from within and build an effective workforce that can grow into the managers and leaders needed to keep an organization successful in the future. Join us for this exciting discussion session focused on the keys to developing the next generation of leaders to ensure long-term organizational success.
  • How to cultivate an environment for growth, in which the professional, personal, and social needs of employees are met.
  • How to build workforce development plans to train and grow leaders from within your current talent pool.
  • How to create an engaged workforce that will grow within your organization.
3:00 pm - 4:30 pm ET

Presentation Skills For Leaders: How To Present Compelling Ideas To Boards, Investors, Community Investors, and Partners

Best Practice How To
As an executive leader, there are a number of situations where you will find yourself presenting a new strategy or direction, proposing a budget, or “selling” your organization’s value. No matter the context, or the audience you are addressing, the fundamental principles for wowing these decision-makers are the same. Giving a great presentation is not as difficult as it might sound, but getting it right can be the difference between succeeding or failing. To help you prepare for these all-important presentations, in this session we will discuss:
  • The key elements that lead to great presentations
  • The recipe for the best presentations that your audience will talk about now and for years to come
  • The how-tos and must-dos for any Board presentation
3:45 pm - 5:45 pm ET

Leading In Times Of Uncertainty—Generals Lee & Longstreet At Pickett's Charge: The High-Water Mark Of The Confederacy

Leadership Through The Lens Of History
Licensed battlefield guide Terry Fox will take attendees across the field where Pickett’s Charge took place. This session will include a review of Generals Lee and Longstreet’s relationship and decision-making styles and time for questions and discussion with our guide. At the conclusion of the tour, we will wrap up the session with a discussion of the leadership lessons learned from the Pickett's Charge and the application of those lessons for today's health care executives.
5:00 pm - 6:00 pm ET

Scenario Trump vs. Scenario Biden: Implications For Health & Human Service Strategy

Executive Roundtable
The 2020 presidential election could have a substantial effect on the United States’ response to growing mental health needs and long-term policy for addressing this public health challenge. The candidates’ platforms differ in both the amount of attention paid to mental health and their approaches to addressing these issues. Election outcomes most likely will have large implications for policy direction in the areas of mental health and substance use funding, service delivery, and access. Join this roundtable discussion and voice your thoughts on what you think we can expect.
9:00 am - 2:00 pm ET

The OPEN MINDS Health Plan Partnership Summit: A Guide To Developing & Negotiating Partnership Agreements With Health Plans

Executive Summit - Sponsored by Qualifacts + Credible
The health and human service market is facing many new challenges—increased competition for care coordination contracts, more value-based reimbursement, and the changing role of technology. For provider organization executives, this market shift requires the development of new partnerships with health plans and new business models for sustainability. But the question many executives are asking themselves is: How? We will explore the answer to that question in this engaging summit designed to help executives understand the needs of payers, reframe the services of typical provider organizations into “solutions” for health plans, negotiate agreements with payers, and build mutually beneficial partnerships with payers in their market. This summit’s agenda will include informative case studies with experienced executives, thought leader discussions, and time for interactive dialogue with attendees.
  • 9:00am – 9:30am Overview of Health Plan/Provider Contracting Trends Introduction Speaker: Paul Duck, Senior Associate, OPEN MINDS
  • 9:30am – 9:45am Break
  • 9:45am – 10:30am Payer/Provider Partnership—Integrated Care Network of Florida Case Study Speakers: Don Savoie, President & Chief Executive Officer, Meridian Melissa Larkin-Skinner, MA, MBA, LMHC, CEO Centerstone Florida
  • 10:30am – 10:45am Break
  • 10:45am – 11:30am Specialty Care Coordination: Helping Behavioral Health Providers Improve Outcomes & Entice Payers Case Study Speaker: Robert Bickford, MBA, Deputy Chief Financial Officer, Community Behavioral Health
  • 11:30am – 11:45am Break
  • 11:45am – 12:30pm Joint Payer-Provider HEDIS Initiative Projects Case Study Speaker: Margaret Mays, National VP Quality Improvement, Magellan Health
  • 12:30pm – 12:45pm Break
  • 12:45pm – 2:00pm Making Data Work—Metrics, Interoperability & More—In Health Plan/Provider Partnership Executive Roundtable Speakers: James R. Currey, MSIS, Sr. Director, Analytics, Magellan Healthcare Division Angela Hagan, PhD, MPA, Associate Director, Population Health Insights, Bold Goal | Office of Health Affairs and Advocacy, Humana, Inc
12:00 pm - 1:00 pm ET

Leading In A Time Of Crisis—Lessons From President Dwight Eisenhower

Keynote Address
Hear from renowned author, speaker, policy analyst, and granddaughter of President Dwight Eisenhower—Susan Eisenhower. Learn why trust is a critical leadership attribute in these turbulent times—and how it must be earned every day. Ms. Eisenhower shares insights that are highly relevant to the times from her latest book How Ike Led: The Principles Behind Eisenhower’s Biggest Decisions. She presents a retrospective of Ike’s wartime and presidential leadership, along with personal anecdotes. Be inspired as you explore Ike’s strengths in fact-based decision making, accountability and responsibility, and ability to see causes and various consequences. Learn the secrets behind his success as Allied Commander and a President who led our nation through one of the most sensitive and difficult times in our history. Join us in “learning about a time when our leaders addressed the crises of the day in ways that inspired confidence, not undermined it.”
1:00 pm - 2:00 pm ET

See The Whole Patient With One Integrated Solution

Product Demonstration - Sponsored by NextGen Healthcare
Join us for a solution demonstration of the NextGen Behavioral Health Suite. This product is the first fully integrated ambulatory platform designed to reinvent how clinical information is shared among providers. The scalable solution empowers healthcare providers to leverage unique productivity tools that enable innovative care options and better outcomes.
1:15 pm - 2:15 pm ET

Knowing When It's Time To Leave: When & How Executives Should Exit

Executive Roundtable
Deciding when to leave is never easy. Although CEOs leave organizations for many reasons, different situations call for different approaches to exiting. Once you determine that you are resigning, it is critical to exit in a way that’s good for you personally and the organization you’re leaving. This session will include discussions on:
  • Determining when it's time to resign.
  • Planning your exit strategy.
1:15 pm - 2:15 pm ET

Becoming A CCBHC: What I Wish I Had Known From An Executive Perspective

Knowledge Partner - Sponsored by Qualifacts + Credible Behavioral Health
Join Qualifacts + Credible Behavioral Health for a conversation with a Certified Community Behavioral Health Clinic (CCBHC) provider who will share their hands-on experience and lessons learned from their CCBHC journey. A CCBHC is a value-based treatment model, and on-going performance improvement with measurable outcomes is key to the success of the CCBHC. This session will focus specifically on the executives’ role in two major strategy elements when moving toward the CCBHC model:
  • Supporting their team through great "change management" as the CCBHC brings with it new services, new programs, new credential types, and new business processes.
  • Preparing the team for an environment of Continuous Quality Improvement (CQI) the likes of which they have never experienced before.
2:15 pm - 2:45 pm ET

Leading Through Change: An Interview with David Klements, CEO of Qualifacts + Credible Behavioral Health

CEO Conversation
Join Monica E. Oss in a discussion about leadership during one of the most complicated business scenarios—mergers and acquisitions—with David Klements, CEO of the newly merged Qualifacts + Credible Behavioral Health.
2:45 pm - 3:45 pm ET

Leading Your Direct Care Workforce: From Physician To Home Care Staff

Executive Roundtable
Direct care workers have very rewarding but also very difficult jobs. As a result, turnover rates are high and recruitment and retention of these employees can be an on-going challenge. In addition, there is increasing demand for direct-care services and the need for these workers is beginning to reach a crisis stage. Highlights of this session include:
  • Best practices for finding and nurturing talent.
  • Beating out the competition to hire the best direct care staff.
2:30 pm - 3:30 pm ET

Strategy For A Changing Market: What’s Your Next Money Maker?

Executive Roundtable
Executives cannot remain complacent with the status quo, they need to identify profitable new services to meet the challenges and opportunities in today’s market to remain competitive. In this session, we will discuss everything you need to know about developing a “money maker,” including:
  • Establishing criteria for considering new services.
  • Evaluating opportunities.
  • Strategies for integration of new service lines to ensure existing services are not disrupted
2:30 pm - 3:30 pm ET

Know Your Organization Ratings: What’s Being Measured, Why It Matters, and Who’s Paying Attention

Best Practice How To
Online reviews for healthcare providers are on the rise. Medicare has its Star Ratings. Other organizations rank “best of” provider organizations. Yelp even has healthcare ratings. These ratings and rankings may not always be the best to identify an individual provider’s skill, decision making, or outcomes, but they do provide useful information to the health care consumer in evaluating wait times, ease of access, and other factors of importance to the consumer. As a provider of services, these results can be used as a feedback mechanism to improve an organization and overall, help to provide better care. This session will focus on:
  • Identifying the various rating systems that can have an impact on organizations.
  • Managing your organization’s ratings.
  • Why your organization’s ratings matter.
2:30 pm - 3:30 pm ET

Strategic Planning For The Next Normal: Best Practice Models

Best Practice How To
Change is inevitable, but how do you create a strategic plan to prepare for whatever "new normal" comes next once the COVID-19 pandemic crisis has passed? In this session, attendees will learn the importance of reviewing existing data and information to help identify your organization's strengths, needs and predicted challenges. Reviewing predicted challenges helps prepare for potential threats to your business and identify solutions in advance. The speakers will discuss how you can measure the on-going success of your strategic plan and the best ways to communicate that with your staff, shareholders, and consumers.
4:00 pm - 5:00 pm ET

Leading To The Next Normal: A Blueprint For Organizational Sustainability In A Disrupted Health & Human Service Market

Keynote Address
As we look ahead to the gradual end of the current crisis period—the public health crisis, the economic crisis, and the political crisis—there are three key strategic questions facing executive teams of behavioral health provider organizations. First, what will be the lasting impact of these crises on the health and human service landscape? Second, how do a provider organization's strategy and service lines need to evolve to maintain competitive advantage and sustainability? And how do executive teams transform their organizations to make that strategy a reality and thrive in this new environment? Monica Oss, will answer these questions and share how leaders can develop the ability to create a vision and a plan for sustainability in the future. She will provide a rundown of the transformational leadership skills required to innovate and make change happen as well as a strategic framework for managing—and capitalizing—on complexity. Ms. Oss will outline future opportunities and how to develop the flexibility to pivot with the market.

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