PROGRAM GUIDETHE OPEN MINDS 2020 VIRTUAL STRATEGY & INNOVATION INSTITUTE 5 INSTITUTE TIPS Making The Most Of Your Virtual Experience Thank you for participating in The OPEN MINDS 2020

PROGRAM GUIDE

June 1-5 • VIRTUAL EVENT

https://www.openminds.com/live

2 THE OPEN MINDS 2020 VIRTUAL STRATEGY & INNOVATION INSTITUTE

Institute Day 1 | Monday, June 1, 2020Time (EDT) Track Title

12:00pm - 12:30pm IntroductionWelcome & Announcement Of The Results From The 2020 OPEN MINDS National Innovation Survey: Innovation Adoption Among Specialty Provider Organizations Featuring Monica E. Oss, Chief Executive Officer, OPEN MINDS

12:30pm - 1:30pm Keynote Address

Innovation By Design: Capturing Value In Health CareFeaturing Carl Clark, M.D., President & Chief Executive Officer, Mental Health Center Of Denver

1:45pm - 3:00pm

Open Forum Open Forum on Design Thinking & Innovation With Carl Clark, M.D., Chief Executive Officer, Mental Health Center of Denver

Breakout Session Creating A Sustainable Growth Strategy In A Rapidly Changing Market

Knowledge Partner

Navigating The New Normal With COVID-19 Part 2: An Update On Sustainable Strategies For The Disrupted MarketSponsored By Qualifacts Systems, Inc.

3:15pm - 4:30pm

Breakout Session Demonstrating Organizational Value To Gain A Competitive Advantage

Knowledge Partner

The Convergence Of Technology & Crisis Management: Lessons Learned While Responding To A Pandemic & Planning What Your Organization Should Be Doing Right Now Sponsored By Netsmart

4:45pm - 5:45pm Open ForumOpen Forum On Health Plan Measures of Treatment Efficacy With Andy K. Kelly, Director, Provider Value Optimization, Optum Behavioral Health; Brian Smock, Vice President, Magellan Health; Sharon Hicks, Chief Information Officer, Community Behavioral Health; and Joseph P. Naughton-Travers, Senior Associate, OPEN MINDS

Institute Day 2 | Tuesday, June 2, 2020Time (EDT) Track Title7:00am - 8:00am/11:00am - 12:00pm Activity Start Your Day With Yoga!

12:00pm - 12:15pm Introduction Welcome & Keynote Introduction


Emerging Models & New Benefits For Individuals Dually Eligible For Medicare & MedicaidFeaturing Allison Rizer, MHP, MBA, Former Vice President of Strategy & Health Policy, UnitedHealthcare

1:30pm - 2:45pm

Open Forum Open Forum On New Benefits Models For Dual Eligible Consumers With Allison Rizer, Former Vice President of Strategy & Health Policy, UnitedHealthcare

Breakout Session How Big Is Big Enough: Deciding When, How, Or If To Grow Your Organization

Knowledge Partner

Measurable Client Outcomes – A Provider’s Journey Continues Sponsored By Welligent

3:00pm - 4:15pm

Breakout Session Creating & Managing The Clinical Models You Need For Value-Based Reimbursement (VBR)

Breakout Session

One Foot In Two Canoes: Managing Service Lines For Value-Based Reimbursement & Fee-For Service At The Same Time!

AGENDA | AT A GLANCE

THE OPEN MINDS 2020 VIRTUAL STRATEGY & INNOVATION INSTITUTE 3

Institute Day 4 | Thursday, June 4, 2020Time (EDT) Track Title

11:00am - 6:00pm Executive Summit

The 2020 I/DD Executive Summit: Strategies For The FutureSponsored by CapGrow Partners

12:00pm - 3:00pm Executive Seminar

Succeeding With Value-Based Reimbursement: An OPEN MINDS Executive Seminar On Organizational Competencies & Management Best Practices For Value-Based ContractingSponsored By The Value Based Care For Behavioral Health Online Community Powered By Carelogic

Institute Day 3 | Wednesday, June 3, 2020Time (EDT) Track Title

12:00pm - 1:15pm

Breakout Session Building The Leadership Team For Tomorrow: Balancing Skills & Culture

Breakout Session Improving Your Decision-Making Skills: How To Be A Nimble Leader

12:00pm - 1:30pm Knowledge Partner

Proven Methodology For Identifying Strategic Opportunities: Cultivating, Negotiating, & Decision-making Sponsored By Credible Behavioral Health Software

1:30pm - 2:45pm

Breakout Session Managing To A 10% Margin: Strategies For Increasing & Maintaining Your Organization’s Margins

Breakout Session Health Plan-Provider Partnerships: Improving Care Through Collaboration

Knowledge Partner

Making Tough Decisions In Turbulent Times: 12 Steps To Creating Your Data-Driven Organization Sponsored By PerformWise


Transforming Organizational Performance: Using Data To Find Advantage & SustainabilityFeaturing Monica E. Oss, Chief Executive Officer, OPEN MINDS

4:00pm - 5:00pm Open Forum Open Forum On Strategy & The New Leadership Mindset For Growth with Monica E. Oss, Chief Executive Officer, OPEN MINDS

AGENDA | AT A GLANCE

Institute Day 5 | Friday, June 5, 2020Time (EDT) Track Title

11:00am - 6:00pm Executive Summit

The OPEN MINDS Children’s Services Executive Summit: Emerging Models For Children’s Health Homes

12:00pm - 3:00pm Executive Seminar

How To Develop A New Service Line: An OPEN MINDS Seminar On Building A Diversification Strategy & Conducting A Feasibility Analysis

Institute Day 2 | Tuesday, June 2, 2020Time (EDT) Track Title

3:00pm - 4:15pm Knowledge Partner

Building Better-Value Behavioral Health Services with On-Site Pharmacy Solutions: During the Crisis and Beyond Sponsored By Genoa Healthcare

4:30pm - 5:30pm Open Forum Open Forum On Planning For Post-Crisis Success With OPEN MINDS Senior Associates Joseph P. Naughton-Travers, Sharon Hicks, Ken Carr, and Leon Hoover


RAFFLE PRIZE DRAWING Visit The Virtual Exhibit Hall!

https://www.openminds.com/live/exhibit-hall/Attend Knowledge Partner Sessions!

https://www.openminds.com/live/sessions/You will automatically be entered into the raffle drawing every time you attend a Knowledge

Partner session or visit an exhibitor in the virtual exhibit hall. There is no limit to the number of entries you can receive! Winners will be limited to one raffle prize per attendee.

� $100 Visa Gift Cards Provided by

� Qualifacts Systems, Inc. � Credible Behavioral Health

Software � Netsmart � Genoa Healthcare � Relias

INSTITUTE PARTNERS

� $50 Visa Gift Cards Provided by

� CapGrow Partners, LLC � Streamline Healthcare

Solutions � TenEleven Group � Welligent � DATIS HR Cloud � HealthEC, LLC � Iris Telehealth

INSTITUTE SPONSORS


INSTITUTE TIPS

Making The Most Of Your Virtual Experience

Thank you for participating in The OPEN MINDS 2020 Virtual Strategy & Innovation Institute. To make the most of your week-long virtual experience, here are a few tips.

� If you haven’t set up or activated your OPEN MINDS Circle login and password, please do so as you’ll need to log in to join sessions and access recordings — go to our website at https://www.openminds.com/live and click on HELP for instructions.

� Engage — feel free to ask questions and share your thoughts throughout the session (using the question box on the right of your screen). If you’d like to speak during Q&A time at the end of the presentation, just send us a message through the question box and we’ll unmute you.

� Plan a quick daily debrief with your colleagues who are also watching to share lessons learned and follow-up plans.

� Don’t forget to visit our virtual exhibit hall and connect with vendors who have new solutions and ideas for you.

Presentation Slides All presentations and recordings will be available at the end of each day.

Social Media Coverage Tweeting about the Institute? Make sure you use the official hashtags – #OMStrategy and #OMLive

Tag OPEN MINDS Circle: @openmindscircle


INSTITUTE | MONDAY, JUNE 1

Welcome & Announcement Of The Results From The 2020 OPEN MINDS National Innovation Survey: Innovation Adoption Among Specialty Provider OrganizationsDuring this opening session, OPEN MINDS Chief Executive Officer, Monica E. Oss will open the institute by sharing the results of this year’s survey, The 2020 OPEN MINDS National Innovation Survey.Speaker: Monica E. Oss, Chief Executive Officer, OPEN MINDS (@monicaoss)

12:00pm - 12:30pm EDT – Introduction

AGENDA

12:30pm - 1:30pm EDT – Keynote Address

Innovation By Design: Capturing Value In Health CareAs the President & CEO of the Mental Health Center of Denver, Dr. Carl Clark believes that the ability to lead in health care relies on an organization’s ability to act on innovative ideas, which takes time, resources and discipline. In this keynote address, Dr. Clark will highlight the organization’s Technology Innovation Lab, which tests and implements solutions to leverage technology in a changing healthcare landscape. Using a process called Innovation by Design, Dr. Clark has infused design thinking principles throughout the organization to create a culture of innovation. This focus on innovation has led to nationally recognized projects including Dahlia Campus for Health & Well-Being, Sanderson Apartments & the Co-Responder Program. In this session you will gain insights necessary to apply the principles of Innovation by Design in your organization, business or network.Speaker: Carl Clark, M.D., President & Chief Executive Officer, Mental Health Center of Denver (@MHCD_DrClark)

1:45pm - 3:00pm EDT – Open Forum

Creating A Sustainable Growth Strategy In A Rapidly Changing MarketTo survive and thrive in the world of value-based reimbursement, where increased performance transparency and a greater focus on consumer preference is changing how provider organizations operate, leading with vision and purpose is paramount. Leaders must be able to forecast where the industry is headed and position their organization for success by building a sustainable strategy with the flexibility to pivot when the market changes.This session will focus on:

� Developing a new vision for your organization � Ensuring a sustainable strategy � Putting a plan into action

Speaker: Ray Wolfe, J.D., Senior Associate, OPEN MINDS (@openmindscircle)

1:45pm - 3:00pm EDT – Breakout Session

Creating A Sustainable Growth Strategy In A Rapidly Changing MarketTo survive and thrive in the world of value-based reimbursement, where increased performance transparency and a greater focus on consumer preference is changing how provider organizations operate, leading with vision and purpose is paramount. Leaders must be able to forecast where the industry is headed and position their organization for success by building a sustainable strategy with the flexibility to pivot when the market changes.This session will focus on:

� Developing a new vision for your organization � Ensuring a sustainable strategy � Putting a plan into action

Speaker: Ray Wolfe, J.D., Senior Associate, OPEN MINDS (@openmindscircle)


AGENDA

INSTITUTE | MONDAY, JUNE 11:45pm - 3:00pm EDT – Knowledge Partner

Navigating The New Normal With COVID-19 Part 2: An Update On Sustainable Strategies For The Disrupted Market - Sponsored By Qualifacts Systems, Inc.This session brings together four leading industry CEOs for a discussion on how provider organizations can ensure organizational sustainability in difficult market conditions. This session will focus on the 12 essential actions for executives of health and human services organizations to take to create stability, resiliency, and success in weathering the ‘new normal’ created by COVID-19. In addition to presenting new market data and fielding strategy questions during a live Q&A following their discussion, these four leaders will discuss what steps provider organizations should be taking right now to ensure their sustainability – and provide examples of current best practices succeeding in the field.Speakers: Monica E. Oss, Chief Executive Officer, OPEN MINDS (@monicaoss)David Klements, President & Chief Executive Officer, Qualifacts System, Inc. (@Qualifacts)Charles Ingoglia, President & Chief Executive Officer, National Council for Behavioral Health (@NationalCouncil)Jon Wolf, President & Chief Executive Officer, Pyramid Healthcare, Inc.

AGENDA


Demonstrating Organizational Value To Gain A Competitive AdvantageFor today’s organizations in the health and human service field, the status quo is not an option for sustainability and success. Organizations must be competitive, be able to demonstrate the unique value they bring to the marketplace, and that they have a greater ability to meet the consumers’ needs than their competition.This session will focus on:

� Defining and demonstrating your organization’s value � Differentiating your organization from the competition by evidencing superior performance � Case study presentations from organizations that have gained a competitive advantage by demonstrating themselves as a “provider of choice”

Speakers: Drew Di Giovanni, Senior Associate, OPEN MINDS (@openmindscircle)Joe F. Rutherford, MA, MBA, Chief Executive Officer, Gracepoint (@gracepointWell)Nicole Lawson, Ph.D., Deputy Executive Director/ Chief Operating Officer, Oakland Community Health Network (@oaklandchn)

3:15pm - 4:30pm EDT – Knowledge Partner

The Convergence Of Technology & Crisis Management: Lessons Learned While Responding To A Pandemic & Planning What Your Organization Should Be Doing Right Now - Sponsored By NetsmartAs the COVID19 pandemic continues to unfold, the needs of human service organizations have suddenly shifted. During a time of crisis, equipping staff with the technology they need is essential to not only continuing service delivery, but allowing providers to stay connected.This session will:

� Discuss how technology can be used to mitigate staffing difficulties during an emergency � Illustrate how New York’s largest child and family organization transitioned to a virtual visit model without sacrificing efficiencies

� Analyze options to ensure security and compliance remain a high priority while staff work and deliver care virtually � Explore tactics for maintaining staff engagement and mental health to combat physical distancing

Speakers: Uday Madasu, Chief Information Officer, The Jewish Board (@JewishBoard)Matthew Arnheiter, Sr. Vice President, Innovations, Netsmart (@NetsmartTech)AJ Peterson, VP/GM CareGuidance, Netsmart (@ajpeterson28)



Open Forum On Health Plan Measures of Treatment Efficacy With Andy K. Kelly, Director, Provider Value Optimization, Optum Behavioral Health; Brian Smock, Vice President, Magellan Health; Sharon Hicks, Chief Information Officer, Community Behavioral Health; and Joseph P. Naughton-Travers, Senior Associate, OPEN MINDS This is your time to chat with payer executives. Bring your perspectives and questions on what payers look for when they evaluate new treatment programs and determine reimbursement. Discuss how to create innovative treatment programs that deliver better outcomes at lower costs. Be prepared to share your thoughts and ideas——make sure your computer audio and camera are on.

Speakers: Sharon Hicks, Chief Information Officer, Community Behavioral Health (@openmindscircle)Joseph P. Naughton-Travers, EdM, Senior Associate, OPEN MINDS (@JoePaulNT)Andy K. Kelly, Director, Provider Value Optimization, Optum Behavioral Health (@Optum) Brian L. Smock M.A., Vice President, Network Strategy and Public Sector Networks, Magellan Health (@MagellanHC)

7:00am - 8:00am / 11:00am - 12:00pm EDT – Activity

12:00pm - 12:15pm EDT – IntroductionWelcome & Keynote IntroductionDuring this opening session, Joseph P. Naughton-Travers, EdM, Senior Associate, OPEN MINDS, will start the day off by welcoming everyone and by introducing keynote speaker, Allison Rizer, MHP, MBA, Former Vice President of Strategy & Health Policy, UnitedHealthcare.Speaker: Joseph P. Naughton-Travers, EdM, Senior Associate, OPEN MINDS (@JoePaulNT)

INSTITUTE | TUESDAY, JUNE 2

Emerging Models & New Benefits For Individuals Dually Eligible For Medicare & MedicaidIndividuals dually eligible for Medicare and Medicaid (“duals”) are a medically and socially complex population, often with functional limitations and unmet behavioral health needs. In many instances, duals must navigate a fragmented, misaligned health care and social service system, which can lead to stress for the individual and his/her caregiver, poorer health outcomes, and challenges for providers. Additionally, this population often has unmet social needs that our healthcare system has historically been unable to address. Allison Rizer, MHP, MBA, Vice President of Strategy & Health Policy, UnitedHealthcare will walk through numerous emerging models Congress, CMS, and states are considering to address system fragmentation as well as expanded social service Medicare benefit opportunities, and the potential role of health plans and providers operating in this new world.Speaker: Allison Rizer, MHP, MBA, Former Vice President of Strategy & Health Policy, UnitedHealthcare (@UHCCS)


AGENDA

INSTITUTE | MONDAY, JUNE 1

Start Your Day With Yoga!Enhance your creativity, focus, and mindfulness by starting your day with yoga. This class will wake you up and get you going for the rest of the day! Grab a mat (or towel) and get ready to relax in the comfort of your own home! Open to all levels.If you are not an early bird, this session will be available again at 11:00am!Instructor: Joseph P. Naughton-Travers, EdM, Senior Associate, OPEN MINDS (@JoePaulNT)



AGENDA

Measurable Client Outcomes – A Provider’s Journey Continues - Sponsored By WelligentIn this presentation, Jeremy Ulderich, Director of Education Consultation and Development and Scott Zeiter, Executive Vice President/Chief Operation Officer, Development at Grafton Integrated Health Network will discuss the steps they have taken to ensure measurable client outcomes through Grafton’s Goal Mastery ™ process and through their Foundation of Care ™ clinical model. Each of these processes have been integrated into the implementation of their electronic health record, resulting in a shared language for staff members and key stakeholders. Concrete examples of the outcomes data derived from this system, both at a client-specific level and organizational level will be shared.Speakers: Jeremy Ulderich, Director of Education Consultation and Development, Grafton Integrated Health Network (@GraftonNetwork)Scott Zeiter, Executive Vice President/Chief Operation Officer, Development, Grafton Integrated Health Network (@GraftonNetwork)


Open Forum On New Benefits Models For Dual Eligible Consumers With Allison Rizer, Former Vice President of Strategy & Health Policy, UnitedHealthcareThis is your time to chat with keynote speaker Alison Rizer. Bring your perspectives and questions on emerging models of care to better address the needs individuals dually eligible for Medicare and Medicaid. Discuss the potential role of health plans and providers operating in this new world. Be prepared to share your thoughts and ideas——make sure your computer audio and camera are on.Speakers: Allison Rizer, MHP, MBA, Former Vice President of Strategy & Health Policy, UnitedHealthcare (@UHCCS)Joseph P. Naughton-Travers, EdM, Senior Associate, OPEN MINDS (@JoePaulNT)

How Big Is Big Enough: Deciding When, How, Or If To Grow Your OrganizationSize is relative. Not every organization has to strive to be an international behemoth. In some markets and in some industries, fitting neatly into a niche with natural limitations on growth is the right decision. For others in different market sectors, growth is essential to sustainability. How do executives make that determination? And once the determination to grow is made, how do you know whether to grow organically, merge, acquire, or partner?In this session, we will discuss strategies for scale including:

� What data is needed to determine appropriate and sustainable growth � Keys to identifying the right growth opportunity for your organization � Case study presentations from organizations on their growth strategies

Speakers: Ray Wolfe, J.D., Senior Associate, OPEN MINDS (@openmindscircle)Mike Lyons, General Counsel, Mosaic (@mosaicpossible)Garret Zabel, Innovation Strategist, Hillsides (@Hillsides)Joe Costa, President & Chief Executive Officer, Hillsides (@Hillsides)Amy Ley-Sanchez, Chief Clinical Officer, Hillsides (@Hillsides)


Creating & Managing The Clinical Models You Need For Value-Based Reimbursement (VBR)While there is no single definition of a value based reimbursement model, there are roughly four types: Pay for performance (P4P), patient-centered medical home, bundled payment, and shared savings/accountable care organization. The common thread for all VBR models is that the consumer is at the center of all care decisions and payment is based on clinical outcomes, not volume of services provided. Consequently, it is imperative that health and human services provider organizations have in place the organizational processes, technology, and talent to accurately report on clinical outcomes. How, by whom, when and where care is delivered is all part of the equation. Documentation of the treatment path from commencement of care to resolution of the condition to ensure outcomes are properly reported also needs to take place.

� An overview of the development process for clinical models for VBR � Contemplating evidence-based treatment plans for consumers with complex needs to ensure measurable outcomes � Case studies of organizations that have built effective clinical models for VBR

Speakers: Drew Di Giovanni, Senior Associate, OPEN MINDS (@openmindscircle)Dominick DiSalvo, MA, LPC, Corporate Director of Clinical Services, KidsPeace (@KidsPeace)



Building Better-Value Behavioral Health Services with On-Site Pharmacy Solutions: During the Crisis and Beyond - Sponsored By Genoa HealthcareAs behavioral health centers adjust to the new COVID-19 landscape, an integrated pharmacy can be an unexpected – and highly effective -- ally. Learn how dedicated pharmacies, as part of the care team, can help promote continuity of care, improve medication adherence and clinical outcomes, and give centers a competitive advantage.Speakers: Joy Holman, Senior Director of Payer Initiatives, Genoa Healthcare (@GenoaHealthcare)Lilli Correll, Vice President, Payer Solutions Development, Genoa Healthcare (@GenoaHealthcare)


AGENDA


One Foot In Two Canoes: Managing Service Lines For Value-Based Reimbursement & Fee-For Service At The Same Time!There are many challenges for health and human services provider organizations transitioning to value-based reimbursement while continuing to operate in the traditional fee-for service payment model. In addition to the differences in reimbursement, attention needs to be paid to the management of the service lines. Can organizations have the same staff managing operations for both types of reimbursement? Probably not. The move to VBR requires the development of a new organizational infrastructure, as well as new technical and financial competencies to make the transition successful. For executive teams of provider organizations, developing these new functional capabilities is key to sustainability and success.This session will include:

� Identifying the talent/skill staffing mix to be successful in a VBR world � Adopting new work flows and clinical processes while transitioning from fee-for service to VBR � Presentations from organizations that are managing service lines for both VBR & Fee-For Service on their approach to operations

Speakers:Joseph P. Naughton-Travers, EdM, Senior Associate, OPEN MINDS (@JoePaulNT)Mandi Ryan, MSN, RN, Director Healthcare Innovation, Centerstone (@Centerstone)Craig Cloud, Executive Vice President Strategy & Planning, Friendship Community Care (@fccare)M. Brad Nunn, Ph.D., Vice President, Quality, Centerstone (@Centerstone)Cindy Mahan, Chief Executive Officer, Friendship Community Care (@fccare)


Open Forum On Planning For Post-Crisis Success With OPEN MINDS Senior Associates Joseph P. Naughton-Travers, Sharon Hicks, Ken Carr, and Leon Hoover This is your time to chat with OPEN MINDS experts. Bring your perspectives and questions on what lies ahead in terms of market disruption, and how to prepare for the new normal. Discuss how to recover revenue, plan for business development, and build long-term sustainability. Be prepared to share your thoughts and ideas——make sure your computer audio and camera are on.Speakers: Joseph P. Naughton-Travers, EdM, Senior Associate, OPEN MINDS (@JoePaulNT)Sharon Hicks, Chief Information Officer, Community Behavioral Health (@openmindscircle)Ken Carr, Senior Associate, OPEN MINDS (@openmindscircle)Leon Hoover, Senior Associate, OPEN MINDS (@openmindscircle)



AGENDA

INSTITUTE | WEDNESDAY, JUNE 3

AGENDA

Proven Methodology For Identifying Strategic Opportunities: Cultivating, Negotiating, & Decision-making - Sponsored By Credible Behavioral Health SoftwareTired of Covid-19 related presentations and dozens of slides discussing possibilities “post-pandemic” or in “a Covid-19world”. This session offers:

1. A glimpse into a proven strategic evaluation method2. A proven Negotiation methodology to assist in the execution of your strategic direction3. A promise of no more than 2 pandemic slides4. Insights from an executive that has delivered over 3400% return to shareholders

Join Credible Behavioral Health Co-Founder and CEO, Matthew M. Dorman as he explores the strategy behind successful growth and how to execute your growth plan.Speaker: Matthew M. Dorman, Co-Founder & CEO, Credible Behavioral Health Software


12:00pm - 1:15pm EDT – Breakout SessionBuilding The Leadership Team For Tomorrow: Balancing Skills & CultureIt is essential for organizations to evaluate leaders not only on their ability to play a specific role or on their skill set, but also on whether they are a fit in the workplace culture. An ideal leader is someone who has the talent to help the company grow, is a “cultural fit” to thrive in the role and can contribute to the work philosophy and company values.This session will include discussions on:

� Building a leadership team that brokers new ideas and drives change leveraging organizational culture � Creating an engaged workforce that is a fit with your organization’s culture � Best practices for recruiting and retaining top talent

Speaker: Drew Di Giovanni, Senior Associate, OPEN MINDS (@openmindscircle)

Improving Your Decision-Making Skills: How To Be A Nimble LeaderThe health and human services sector of the healthcare industry is changing rapidly. Successfully navigating the roiling waters of risk-sharing, outcomes focused, consumer-centered payment models demands nimble leadership. The old rules no longer apply. Are you able to make decisions under pressure or when there is a sudden change in events? In today’s intensely competitive environment it is imperative that executives be able to make decisions quickly when an organization’s direction or the environment shifts unexpectedly. Ken Anderson, Senior Associate, OPEN MINDS will lead this session and focus on the keys to improving decision making, including how to sharpen your strategic skills, how to anticipate change and the impact that change will have on your organization.Speaker: Ken Carr, Senior Associate, OPEN MINDS (@openmindscircle)

1:30pm - 2:45pm EDT – Breakout SessionManaging To A 10% Margin: Strategies For Increasing & Maintaining Your Organization’s MarginsYour profit margin is a metric that should always be on your radar since it provides critical information about your organization and answers many questions - Are you making money? Are you pricing your services correctly? Are you providing the right services for your market? Do you need to streamline your operations? In this session, Joe Naughton-Travers, Senior Consultant, OPEN MINDS will lead the discussion on the factors affecting your margins and provide strategic advice and the tools needed to manage to a 10% margin!Speaker: Joseph P. Naughton-Travers, EdM, Senior Associate, OPEN MINDS (@JoePaulNT)

Health Plan-Provider Partnerships: Improving Care Through CollaborationThe shift to value-based reimbursement models is driving payers and providers to establish relationships in which the resources of each can be leveraged for maximum impact. The combined experience, tools, technology and data from each partner all are needed to lower costs and improve the quality of care. By strategically collaborating, providers and health plans can make significant and sustainable progress toward the common goals of lower costs and shared savings. This session will focus on payers partnering with provider organizations and the programs they have implemented to improve care while providing value.Speakers: Drew Di Giovanni, Senior Associate, OPEN MINDS (@openmindscircle)Neha Patel, LPC, Director Care Delivery Transformation - Southeast Region (VA, KY, GA), Anthem, Inc. (@AnthemInc)Alexsis Desrochers, Vice President, Value Based Programs, Magellan Complete Care (@Magellan_C_C)



Transforming Organizational Performance: Using Data To Find Advantage & SustainabilityThe health and human service sector is in flux. Specialty provider organizations are navigating new reimbursement models, a more consumer-driven marketplace, disruptive competitors from conventional and unconventional (Apple, FitBit, CVS, app start ups) and consolidation. All of which is fundamentally changing the competitive advantage and sustainability of traditional service lines. The reality of this market is that few organizations will have a sustainable future model without innovation. In her closing keynote address, Monica E. Oss, Chief Executive Officer of OPEN MINDS will offer her perspective on the current state of the market for organizations serving complex consumer populations, share her advice for provider organizations as they navigate the market challenges, and explore what she sees as the future of innovation in the health and human service market.Speaker: Monica E. Oss, Chief Executive Officer, OPEN MINDS (@monicaoss)

Making Tough Decisions In Turbulent Times: 12 Steps To Creating Your Data-Driven Organization - Sponsored by PerformWiseDoes Your Executive Team Have The Data Needed For Nimble Decision Making?To survive the current unexpected financial disruption, executives of specialty provider organizations need to embrace a new approach for developing a strategy to move forward. Executives need the right information, on a timely basis, to navigate times of economic turbulence -- both now and in the future. Often this vital information exists somewhere in the organization, but it is not integrated for reporting in a format to help drive decision making.In this session, our faculty will take executives through a rapid-fire process of becoming a data-driven organization. During this session attendees will review:

� The types of information that are most useful for strategic decision making � A field-tested, twelve-step process to move your executive team and your entire organization to data-driven decision making

� A case study and examples of best practice performance reportingSpeakers: Carol Clayton, Ph.D., Translational Neuroscientist, Relias (@relias)Monica E. Oss, Chief Executive Officer, OPEN MINDS (@monicaoss)


AGENDA

INSTITUTE | WEDNESDAY, JUNE 3

Open Forum On Strategy & The New Leadership Mindset For Growth with Monica E. Oss, Chief Executive Officer, OPEN MINDSThis is your time to chat with keynote speaker Monica Oss. Bring your perspectives and questions on what leaders need to move from crisis to growth. Discuss what the change in mindset is that executives need to adopt and how that ‘change in mindset’ different from ‘wishful thinking.’ Be prepared to share your thoughts and ideas——make sure your computer audio and camera are on.Speaker: Monica E. Oss, Chief Executive Officer, OPEN MINDS (@monicaoss)


AUGUST25-27NEWPORT BEACH,

CALIFORNIA

Visit management.openminds.com for more information or to register


Succeeding With Value-Based Reimbursement: An OPEN MINDS Executive Seminar On Organizational Competencies & Management Best Practices For Value-Based Contracting - Sponsored By The Value Based Care For Behavioral Health Online Community Powered By CarelogicThe shift from traditional fee-for-service reimbursement models to value-based reimbursement and population health models for specialty provider organizations means it’s no longer business as usual. How do you keep up with current operations, while preparing for the transition? Join us to review the key competencies for value-based reimbursement -- leadership, organizational infrastructure, financial management, technology functionality, provider network management, clinical performance optimization, and consumer access and engagement. Explore examples of organizations that are prepared for value-based contracts and see how to address gaps in your own readiness.Speakers: Drew Di Giovanni, Senior Associate, OPEN MINDS (@openmindscircle)Ken Carr, Senior Associate, OPEN MINDS (@openmindscircle)

12:00pm - 3:00pm EDT – Executive Seminar

INSTITUTE | THURSDAY, JUNE 4

AGENDA

The 2020 I/DD Executive Summit: Strategies For The Future - Sponsored By CapGrow PartnersJoin us at this must-attend summit event for executives at organizations serving people with intellectual/developmental disabilities. Learn how to innovate in the face of challenges. Get the information, tools, and resources to build efficient service models and business processes and deliver more effective care. Discuss the future of I/DD. Discover new ways to engage and retain staff to ensure continuity of service. See how innovative technologies are being harnessed to improve care and business processes. Review your readiness to navigate mergers, acquisitions, and affiliations.

11:00am – 11:15am Welcome & Opening Remarks Speaker: Matt Pettinelli, Founder/CEO, CapGrow Partners (@CapGrowPartners)11:15am – 12:15pm The Future Of Community-Based I/DD Services Speaker: Michael J. Hammond, MSM, Vice President, Product Strategy & Partnership Development, Optum Health (@Optum)12:15pm – 12:30pm Networking Break with Michael Hammond Speaker: Michael J. Hammond, MSM, Vice President, Product Strategy & Partnership Development, Optum Health (@Optum)12:30pm – 1:45pm Leveraging Technology To Improve Services For Consumers With I/DD Speakers: Delcie D. Bean IV, Chief Executive Officer, Paragus Strategic IT, Inc. (@DelcieBean) Nick Filarelli, Program Director, Core Services of Northeast, TN2:15pm – 3:30pm Recruiting & Retaining Staff: It’s Not Impossible Speakers: Carl Clark, II, President & Chief Executive Officer, Devereux Advanced Behavioral Health (@DevereuxCEO) Stacy DiStefano, Chief Operating Officer, Chimes International, Ltd. (@ChimesInc)3:45pm – 5:00pm Mergers, Acquisitions, & Affiliations Readiness: What Does It Take? Speakers: Cole Caruso, Founder, Community Resource Network of Florida (@Coleo1) Mike Lyons, General Counsel, Mosaic (@mosaicpossible)5:00pm – 6:00pm Open Forum On The Future Of Managed Care For I/DD Services With Michael J. Hammond, Vice President, Product Strategy & Partnership Development, Optum Health Speaker: Michael J. Hammond, MSM, Vice President, Product Strategy & Partnership Development, Optum Health (@Optum)

11:00am - 6:00pm EDT – Executive Summit

AUGUST25-27NEWPORT BEACH,

CALIFORNIA

Visit management.openminds.com for more information or to register


INSTITUTE | FRIDAY, JUNE 5

The OPEN MINDS Children’s Services Executive Summit: Emerging Models For Children’s Health HomesProvider organizations and payers are connecting physical and behavioral health to provide complete care for children and youth with medically complex issues. The CMS initiative for health homes for children with medically complex conditions reinforces the need to look at the whole child across the care continuum. New opportunities and challenges await, whether you are currently serving children and youth, thinking about expanding your services, or interested in care coordination for this population. Join us to get insights and success strategies from payer and provider organizations, market trend setters, and industry thought leaders. Get a big picture overview of market trends for services and financing. Review exciting case studies from organizations that have developed innovative coordinated care programs – hear about their models, program outcomes, and plans.

11:00am – 11:15am Welcome and Opening Remarks Speaker: Sean Klutinoty, Senior Associate, OPEN MINDS (@Klute9599)11:15am – 11:45am The Current Service & Financing Trends Affecting Children, Families & Providers Speaker: Sean Klutinoty, Senior Associate, OPEN MINDS (@Klute9599)12:00pm – 12:45pm It Takes a Provider Village To Help A Child With Complex Needs: How Iowa’s Pediatric Integrated Health Home Team-based Approach Improves Outcomes Speaker: Sonni Vierling, MA, Vice President, PACE Center, Community-based Services , Orchard Place (@OrchardPlaceDSM)12:45pm – 1:00pm Discussion Forum with Sonni Vierling, MA, Vice President, PACE Center, Community-based Services, Orchard Place Speaker: Sonni Vierling, MA, Vice President, PACE Center, Community-based Services , Orchard Place (@OrchardPlaceDSM)1:15pm – 2:00pm The Promise of Mountain Health: The West Virginia Case Study Speakers: Kathy Szafran, MA, LPC, Executive Director, Mountain Health Promise, Aetna (@Aetna) Elizabeth Wendell, MSW, LSW, Business Project Program Manager, Aetna (@Aetna) Kevin Campbell, Model Author Family Finding, Center for Youth Connectedness2:00pm – 2:15pm Discussion Forum With Speakers from Aetna Speakers: Kathy Szafran, MA, LPC, Executive Director, Mountain Health Promise, Aetna (@Aetna) Elizabeth Wendell, MSW, LSW, Business Project Program Manager, Aetna (@Aetna) Josh Boynton, Vice President, Aetna (@Aetna)2:30pm – 3:15pm Children’s Health Homes In New York State: A Systems Perspective Speaker: Carl M. Coyle, MSW, Chief Executive Officer, Liberty Resources, Inc. (@LibertyResourc1)3:15pm – 3:30pm Discussion Forum with Carl M. Coyle, MSW, Chief Executive Officer, Liberty Resources, Inc. Speaker: Carl M. Coyle, MSW, Chief Executive Officer, Liberty Resources, Inc. (@LibertyResourc1)4:00pm – 5:00pm Open Forum On How To Develop Health Home & Care Coordination Programs With OPEN MINDS Senior Associates Speakers: Sean Klutinoty, Senior Associate, OPEN MINDS (@Klute9599) Joe Naughton-Travers, Senior Associate, OPEN MINDS (@JoePaulNT) Paul Neitman, Senior Associate, OPEN MINDS (@openmindscircle) George Braunstein, Senior Associate, OPEN MINDS (@openmindscircle)5:00pm – 6:00pm Open Forum On Innovations In Children’s Services Speakers: Josh Boynton, Vice President, Aetna (@Aetna) Kathy Szafran, Executive Director, Mountain Health Promise, Aetna (@Aetna) Elizabeth Wendell, Business Project Program Manager, Aetna (@Aetna) Kevin Campbell, Model Author Family Finding, Center for Youth Connectedness Sonni Vierling, Vice President, PACE Cente For Children’s Serr, Community-based Services, Orchard Place (@OrchardPlaceDSM) Carl M. Coyle, Chief Executive Officer, Liberty Resources, Inc. (@LibertyResourc1)

11:00am - 6:00pm EDT – Executive Summit

AGENDA


INSTITUTE | FRIDAY, JUNE 5

AGENDA

How To Develop A New Service Line: An OPEN MINDS Seminar On Building A Diversification Strategy & Conducting A Feasibility AnalysisIn 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 leverage market opportunities and overcome challenges. Learn everything you need to know about developing a new service line. Discuss how to analyze current service lines and determine strategic options for diversification. Discover a structured approach to select new services and ensure that they are financially sustainable. Learn a costing model for launching new services, and a structured service line feasibility analysis and development process.Speaker: Joseph P. Naughton-Travers, EdM, Senior Associate, OPEN MINDS (@JoePaulNT)

12:00pm - 3:00pm EDT – Executive Seminar

OPEN MINDS Executive Blueprint For Crisis Management Building Organizational Sustainability & Success In A

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A new program to help you navigate the business, organizational, operational, and culture changes of a market in turbulence. Live web briefi ngs, an on-demand resource center, and expert technical assistance, based on the seven-element crisis recovery model built by the team of experts at OPEN MINDS:

• Crisis management plan• Cash management plan• Virtual service delivery/operations model• Virtual revenue generation model• Plan for short-term revenue maximization• Plan for aggressive short-term business development• A strategic plan for post-disruption sustainability

Exclusive and free to Elite members of the OPEN MINDS CircleLearn more and sign up at www.openminds.com/executive-blueprint

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PsychU is a f ree community and award-winning online resource library for mental health.Our more than 50,000 community members share one simple belief: Improved information, increased collaboration, and ongoing discussion will lead to better mental health care and outcomes for individuals with mental illnesses. Join us as we improve mental health care... together.

PsychU is supported by Otsuka Pharmaceutical Development & Commercialization, Inc. (OPDC), Otsuka America Pharmaceutical, Inc. (OAPI), and Lundbeck, LLC ---- committed supporters of the mental health treatment community. The opinions expressed by PsychU’s contributors are their own and are not endorsed or recommended by PsychU or its sponsors. The information provided through PsychU is intended for the educational benefit of mental health care professionals and others who support mental health care. It is not intended as, nor is it a substitute for, medical care, advice, or professional diagnosis. Health care professionals should use their independent medical judgement when reviewing PsychU’s educational resources. Users seeking medical advice should consult with a health care professional. No CME or CEU credits are available through any of the resources provided by PsychU. Some of the contributors may be paid consultants for OPDC, OAPI, and / or Lundbeck, LLC.© 2020 Otsuka Pharmaceutical Development & Commercialization, Inc. Rockville, MD January 2020 MRC2.CORP.X.04232

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PKDnetwork is supported by Otsuka Pharmaceutical Development & Commercialization, Inc. (OPDC) and Otsuka America Pharmaceutical, Inc. (OAPI) - committed supportersof the Polycystic Kidney Disease Community. The information provided through PKDnetwork is intended for the educational benefit of health care professionals and otherswho support care for those with polycystic kidney disease. It is not intended as, nor is it a substitute for, medical care, advice, or professional diagnosis. Health care professionalsshould use independent judgment when reviewing PKDnetwork’s educational resources. Users seeking medical advice should consult with a health care professional. No CMEor CEU credits are available through any of the resources provided by PKDnetwork. Some of the contributors may be paid consultants of OPDC and/or OAPI. © 2020 Otsuka Pharmaceutical Development & Commercialization, Inc. All rights reserved. September 2019 MRC2.CORP.X.03769

Learn more about PKDnetwork and join our community at

www.PKDnetwork.org

PKDnetwork is an online community of people who are dedicated to increasing the awareness of Polycystic Kidney Disease (PKD). Through increased awareness, collaboration,and information-sharing, our mission is to improve the future outcomes for individuals with PKD.

PKDnetwork is supported by Otsuka Pharmaceutical Development & Commercialization, Inc. (OPDC) and Otsuka America Pharmaceutical, Inc. (OAPI) - committed supportersof the Polycystic Kidney Disease Community. The information provided through PKDnetwork is intended for the educational benefit of health care professionals and otherswho support care for those with polycystic kidney disease. It is not intended as, nor is it a substitute for, medical care, advice, or professional diagnosis. Health care professionalsshould use independent judgment when reviewing PKDnetwork’s educational resources. Users seeking medical advice should consult with a health care professional. No CMEor CEU credits are available through any of the resources provided by PKDnetwork. Some of the contributors may be paid consultants of OPDC and/or OAPI. © 2020 Otsuka Pharmaceutical Development & Commercialization, Inc. All rights reserved. September 2019 MRC2.CORP.X.03769

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PROGRAM GUIDETHE OPEN MINDS 2020 VIRTUAL STRATEGY & INNOVATION INSTITUTE 5 INSTITUTE TIPS Making The Most Of Your Virtual Experience Thank you for participating in The OPEN MINDS 2020