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June 6-8, 2012 NEW ORLEANS Planning & Innovation Institute The 2012 OPEN MINDS Featured Speakers & Panelists Include: Rhonda Robinson-Beale, M.D., Chief Medical Officer, OptumHealth Behavioral Solutions Monica E. Oss, Chief Executive Officer, OPEN MINDS Ray Gonzalez, ACSW, LISW-S, Executive Director, Center for Cognition and Recovery Charles Cutler, M.D., Chief Medical Officer, Complex Care Clinical Program, Magellan Health Services Dorn Schuffman, Senior Consultant and Coordinator for the Missouri Department of Mental Health, Primary/ Behavioral Health Care Integration Unit Michael S. Varadian, JD, M.B.A., Executive Director, Rhode Island Department of Behavioral Healthcare, Developmental Disabilities & Hospitals Gregory A. Bayer, Ph.D., Chief Executive Officer, Brain Resource, Inc. Steve Daviss, M.D., Chairman of Psychiatry, Baltimore Washington Medical Center & CMIO, M3 Information Kathryn Dilley, LICSW, Director of Social Work, Washington Nursing Facility, Seniors North Inc. David Burt, Founder and President, Fuuzio Internet Marketing (Internet marketing for behavioral health.com) An executive crash course on INNOVATION in behavioral health and social services
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Page 1: Planning and Innovations Institute 2012

June 6-8, 2012NEW ORLEANS

Planning & Innovation Institute

The 2012 OPEN MINDS

Featured Speakers & Panelists Include:Rhonda Robinson-Beale, M.D., Chief Medical Officer, OptumHealth Behavioral Solutions

Monica E. Oss, Chief Executive Officer, OPEN MINDS

Ray Gonzalez, ACSW, LISW-S, Executive Director, Center for Cognition and Recovery

Charles Cutler, M.D., Chief Medical Officer, Complex Care Clinical Program, Magellan Health Services

Dorn Schuffman, Senior Consultant and Coordinator for the Missouri Department of Mental Health, Primary/Behavioral Health Care Integration Unit

Michael S. Varadian, JD, M.B.A., Executive Director, Rhode Island Department of Behavioral Healthcare, Developmental Disabilities & Hospitals

Gregory A. Bayer, Ph.D., Chief Executive Officer, Brain Resource, Inc.

Steve Daviss, M.D., Chairman of Psychiatry, Baltimore Washington Medical Center & CMIO, M3 Information

Kathryn Dilley, LICSW, Director of Social Work, Washington Nursing Facility, Seniors North Inc.

David Burt, Founder and President, Fuuzio Internet Marketing (Internet marketing for behavioral health.com)

An executive crash course on INNOVATION

in behavioral health and social services

Page 2: Planning and Innovations Institute 2012

WHAT TO EXPECTThis year’s institute is packed with 3 cutting-edge keynote sessions, 18 topical workshops, intimate roundtable discussions, and unlimited networking opportunities. Join us in New Orleans where you will:

LEARN from forward-thinking industry experts, policymakers, and peers on the cusp of the latest health care innovations and market trends.

CONNECT with health and human service professionals from across the nation who have successfully implemented innovative strategies for organizational success.

SHARE leading practices, valuable insights, and real, actionable solutions to common barriers facing today’s executive teams.

Strategic Planning +Innovative Thinking

= SUCCESSIn the years ahead, the difference between organizations that gain a competitive advantage and those that fall behind will be decided by three main factors:

How you strategically position your organization for successHow you market your organization to both consumers and payersHow you harness new industry innovations within your organization

At this conference, hundreds of top executives from across the nation will meet to discuss these critical areas in detail. Together, we will learn new methods, share proven strategies, and challenge potential barriers to success in the health and human service industry.

With this in mind, we invite you to join us this June in New Orleans for The 2nd Annual OPEN MINDS Planning & Innovation Institute. Through continued dedication and unmatched industry knowledge, we are dedicated to bringing you an event that will transform your thinking, shape your stategy, and help to position your organization for success in the changing market.

- The Team At OPEN MINDS

1.

2.

3.

The Westin New Orleans Canal Place Special conference rate of $159/night if you register by May 8th!

Join us for the only executive conference 100% dedicated to the critical link between strategic planning, marketing, and new innovations in the health and human service industry.

Page 3: Planning and Innovations Institute 2012

www.openminds.com/pii

AGENDA HIGHLIGHTSAdditionally, our agenda includes these feature sessions you won’t want to miss:

The Payer Perspective On A Changing Health Care MarketRhonda Robinson-Beale, M.D., Chief Medical Officer, OptumHealthAs the health care system evolves, we are seeing new financing models, increased integration and care coordination, and new technologies change the health care service delivery system. And this means that expectations of service provider organizations are changing as well; but how do you know what services to develop, what technologies to invest in, and what practices to adopt within your organization amidst all of this change? The answer to those questions is another question – what are payers looking for? During this informative session, you will get to hear the payer

perspective on the health care system – and walk away with the ability to strategically position your organization for success, despite the changing market.

Using Innovation To Your Strategic Advantage: Positioning Your Organization In A Shifting MarketMonica E. Oss, Chief Executive Officer, OPEN MINDSStrategic planning, marketing, and innovation are the keys to success in the health care market of today. And every executive team must be able to navigate the market changes while making strategic decisions that position their organizations to meet the needs of their customers. In this end-of-institute wrap-up, OPEN MINDS chief executive officer, Monica Oss, will review how the changing health care market is effecting service provider organizations – and how you can strategically position your organization for success.

The Future Of Service Delivery For Complex Consumers: A ‘Deep Dive’ Into Health HomesAs the first two states approved by the federal Centers for Medicare and Medicaid Services to implement health homes, Missouri and Rhode Island are leading the way when it comes to integrating care for individuals with chronic diseases, including mental illness. During this unparalleled session, representatives from the states of Missouri and Rhode Island will share their experiences, answer your questions, and lead a discussion on how health homes will affect the future of the health care industry. Session faculty will include:

Michael S. Varadian, JD, M.B.A., Executive Director, Rhode Island Department of Behavioral Healthcare, Developmental Disabilities & HospitalsMaureen Wu, Chief Financial Officer, Rhode Island Department of Behavioral Healthcare, Developmental Disabilities & Hospitals

Dorn Schuffman, Senior Consultant and Coordinator for the Missouri Department of Mental Health, Primary/Behavioral Health Care Integration UnitJohn F. Talbot, Ph.D., Executive Vice President, OPEN MINDSDaniel Y. Patterson, M.D., M.P.H., Senior Associate, OPEN MINDS

Join us for the only executive conference 100% dedicated to the critical link between strategic planning, marketing, and new innovations in the health and human service industry.

www.openminds.com/pii

Page 4: Planning and Innovations Institute 2012

Day 1 - Wednesday, June 6, 2012Keynote9:00 am

-10:00 am

The Payer Perspective On A Changing Health Care MarketRhonda Robinson-Beale, M.D., Chief Medical Officer, OptumHealth Behavioral Solutions»

Strategy 10:15 am

-11:45 am

Creating Your Strategic Game Plan: Deciding What To Do, When To Do It & HowIn the chaos of our current market, you can’t leave the success of your organization to chance. If you don’t know where you’re going, any road will get you there. But in an increasingly competitive health care environment, your organization can’t afford to wonder aimlessly. This session will provide you with a strategic planning “roadmap” that outlines the steps to successful strategic planning.

Charles A. Hall, Executive Director, Hampton-Newport News Community Services BoardJoseph P. Naughton-Travers, Ed. M., Senior Associate, OPEN MINDS

»»

Knowledge Partner

10:15 am-

11:45 am

A New Way To Look At Online Marketing: The Strategic Importance Of ‘Open Source’ Relationship ManagementThe internet has enabled consumers to have more information at their disposal than ever before. Regardless of whether you are trying to draw in new consumers or build relationships with your existing consumers, you need to consider how your online presence is affecting your business and your marketing efforts. Every day, consumers are connecting with your organization online through product/service reviews, search rankings, and social media – and ignoring the strategic importance of properly managing these “open source” relationships can result in losing critical referrals and revenue to competitors. During this interactive session, our experts will discuss the importance of “open source” communication to your organization’s strategy and share case study examples from service provider organizations.

David Burt, Founder and President, Fuuzio Internet Marketing Monica E. Oss, Chief Executive Officer, OPEN MINDS

»»

Innovation1:00 pm

-2:30 pm

Remote Monitoring & Community-Based Care: The Trends Shaping The Market & The Future Of Service Delivery - Featuring An Exclusive Live Interactive DemonstrationTechnology is developing at an astounding rate and the applications for remote monitoring in the market are amazing; yet many organizations have not yet had the opportunity to review these innovations in person. In addition to reviewing the current state of the remote monitoring market, this exciting session will include a live real-time demonstration of a remote monitoring system currently on the market. Doctors Gerald Hurowitz, CMO, and Steven Daviss, CMIO will demonstrate how the M3Clinician portal can be used to identify depression, anxiety, bipolar disorder, PTSD, as well as alcohol and substance use. Together with members of the audience, Doctors Hurowitz and Davis will complete screens for several hypothetical cases on iPads, review the individual patient reports within the portal to decide on potential changes to care, and then use analytics to link the data with an electronic health record.

Gerald Hurowitz, M.D., Assistant Professor of Clinical Psychiatry & CMO, M3 InformationSteve Daviss, M.D., Chairman of Psychiatry, Baltimore Washington Medical Center & CMIO, M3 InformationLaura Morgan, Senior Consultant, OPEN MINDS

»»»

Marketing1:00 pm

-2:30 pm

Winning Competitive RFPs: Strategy & Tactics To Create That Winning ProposalEvery week hundreds of competitive request for proposals (RFPs) are issued in the health and human service field. How does your organization make decisions about pursuing these opportunities? Do you have effective processes in place for responding? Learn proven strategies and tactics for improving your success rate.

Kitley Rainwater, Senior Associate, OPEN MINDS»

Exclusive Workshop1:00 pm

-2:30 pm

Getting Found On The Internet: Keys To Search Engine OptimizationYour website is not only a way for you to share information, it is also one of the most potent marketing tools you have at your disposal. But, how do you ensure that your site can be found among the ever-increasing entanglement of search results? Learn in-depth tips and tricks from the pros at this exclusive workshop session.

Eron Cohen, Internet Marketer, Fuuzio Internet MarketingTim Snyder, Marketing Manager, OPEN MINDS

»»

Innovation2:45 pm

-4:15 pm

Designing New Services (& Redesigning Current Services) For A Changing Market: Tools For Engineering Your Market SuccessIn the current environment of changing consumer expectations, new financial models, and health care reform, one necessary skill for all executives 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 session, we will review service line management strategies that you can use to ensure that your organization’s financial and human resource investments are used appropriately and in congruence with the overall mission of your agency.

John F. Talbot, Ph.D., Executive Vice President, OPEN MINDS »

Marketing2:45 pm

-4:15 pm

Developing An Effective Marketing Plan For Uncertain TimesUnderstanding the market is one thing and knowing what to do to respond to the market is another. As competition for contracts, referrals, revenue, and donations heats up, organizations in the field need well-developed marketing plans. Join this session for a look at best practices in building your organization’s marketing plan.

Kitley Rainwater, Senior Associate, OPEN MINDS»

4:15 pm Executive Networking Reception

AGENDA This year’s agenda includes three tracks:Strategic Planning | Marketing | Innovation

Page 5: Planning and Innovations Institute 2012

Day 2 - Thursday, June 7, 2012

Strategy9:00 am

-10:30 am

Specialist Options In An Integrated World: The Integration Models That Are EmergingSpecialist organizations of all types are facing an identity crisis in the new world of integration. However, there are some emerging market positions that specialist service delivery organizations can consider. As specialist organizations look to the future, they will need to select a new market position, shed past identities, and learn to re-measure success.

Charles Cutler, M.D., Chief Medical Officer, Complex Care Clinical Program, Magellan Health ServicesDorn Schuffman, Senior Consultant and Coordinator for the Missouri Department of Mental Health, Primary/Behavioral Health Care Integration UnitJohn F. Talbot, Ph.D., Executive Vice President, OPEN MINDSDaniel Y. Patterson, M.D., M.P.H., Senior Associate, OPEN MINDS

»»

»»

Innovation9:00 am

-10:30 am

Expanding Your Service Lines & Revenue With Cognitive RetrainingRecent studies have shown that cognitive function can be improved at virtually any age, and a growing number of brain enhancement tools are now available to both improve cognitive health and provide cognitive retraining for a number of disorders. Learn about the latest developments in cognitive retraining technology and how these developments have and can be integrated with behavioral health services to expand your bottom line.

Gregory A. Bayer, Ph.D., Chief Executive Officer, Brain Resource, Inc.Ray Gonzalez, ACSW, LISW-S, Executive Director, Center for Cognition and RecoveryLaura Morgan, Consultant, OPEN MINDS

»»»

Marketing10:45 am

-12:15 pm

Is Your Staff Ready For Bundled Payments & Capitated Rates? Re-Engineering Clinical ProcessesIs your staff ready to succeed in an environment of increasing financial risk? A wide variety of new financial models are emerging across the country in health and human services; bundled rates, episode-based payments, case rates, global payments, capitation (and sub-capitation), along with a wide range of pay-for-performance initiatives. Both public and private payers are developing these new financing models as alternatives to fee-for-service (FFS) and cost-based reimbursement mechanisms. Unfortunately, when it comes to these new risk-based and performance-based reimbursement models, there is a degree of complexity—both clinical and administrative—for service delivery organizations that has not existed before.

Daniel Y. Patterson, M.D., M.P.H., Senior Associate, OPEN MINDS »

Knowledge Partner

10:45 am-

12:15 pm

Trends In Residential Treatment: The National Association of Therapeutic Schools & Programs ProjectIn today’s behavioral health care environment, trends in residential treatment are forcing organizations to rethink their strategy. To gain a better picture of this environment, the National Association of Therapeutic Schools and Programs (NATSAP), in coordination with the University of New Hampshire, has started a new research project; using Outcomes Tools web-based software, researchers are gathering data from residential treatment programs around the country to create a deidentified aggregate database. In this engaging presentation, we will review the major trends affecting residential treatment programs, explore the NATSAP research project, and discuss what the outcomes of the project may mean for your organization.

Aida Porras, M.A., Senior Associate, OPEN MINDSMike Petree, Chief Executive Officer, Outcome Tools

»»

Innovation1:30 pm

-3:30 pm

The Future Of Service Delivery For Complex Consumers: A ‘Deep Dive’ Into Health HomesAs the first two states approved by the federal Centers for Medicare and Medicaid Services to implement health homes, Missouri and Rhode Island are leading the way when it comes to integrating care for individuals with chronic diseases, including mental illness. During this unparalleled session, representatives from the states of Missouri and Rhode Island will share their experiences, answer your questions, and lead a discussion on how health homes will affect the future of the health care industry.

Michael S. Varadian, JD, M.B.A., Executive Director, Rhode Island Department of Behavioral Healthcare, Developmental Disabilities & HospitalsMaureen Wu, Chief Financial Officer, Rhode Island Department of Behavioral Healthcare, Developmental Disabilities & HospitalsDorn Schuffman, Senior Consultant and Coordinator for the Missouri Department of Mental Health, Primary/Behavioral Health Care Integration UnitJohn F. Talbot, Ph.D., Executive Vice President, OPEN MINDSDaniel Y. Patterson, M.D., M.P.H., Senior Associate, OPEN MINDS

»

»

»

»»

Marketing1:30 pm

-3:30 pm

Optimize Your Residential Referrals: Best Practices In Referral Marketing & DevelopmentCompetition for referrals has never been more serious. The new reality is that if you don’t take care of your customers, there is a competitor that will. Service provider organizations in the health and social service market are not exempt from the modern customer’s expectation of real time interaction. A customer relationship management strategy can help you to ensure that consumers choose your organization. During this session, you will learn how to streamline, organize, and automate your organization’s referral processes to build business.

David Burt, Founder and President, Fuuzio Internet MarketingAida Porras, M.A., Senior Associate, OPEN MINDS

»»

Strategy3:45 pm

-4:45 pm

Where Are We With Health Care Reform, Meaningful Use, Parity, Medicare, & Medicaid? An Update On Legislation & Regulation Shaping The Market We’ve seen a lot of policy changes and new regulations at the federal level over the past few years, the majority of which stem from 2010’s Patient Protection and Affordable Care Act. And although we are still dealing with the fallout and controversy over this sweeping legislation, most of the broader and substantial changes to health care infrastructure that it created will continue to be implemented in the years to come. From quality rating systems, to accountable care organizations, to new benefit options – the health care landscape is changing.

Monica E. Oss, Chief Executive Officer, OPEN MINDS »

Page 6: Planning and Innovations Institute 2012

Day 3 - Friday, June 8, 2012

Innovation8:30 am

-10:00 am

From Vision To Practice: How To Successfully Incorporate Telehealth In Your Organization Telehealth (telemedicine, internet-enabled therapy, and education) is a great opportunity to reach populations with limited access to services and to incorporate after-care solutions for clients. However, making these services financially viable has often been problematic for provider organizations. Learn lessons from our panel of experts about the challenges and opportunities for e-health and how to make this part of your continuum of services.

Shannon Freedle, Chief Executive Officer, TeamBuilders Counseling Services, Inc.Sun Vega, M.B.A., Chief Operating Officer, TeamBuilders Counseling Services, Inc.Joseph P. Naughton-Travers, Ed. M., Senior Associate, OPEN MINDS

»»»

Marketing8:30 am

-10:00 am

Changing Demographics = New Services: Finding Opportunities In The “Mature” MarketThere is growing data to suggest that behavioral health and social service provider organizations should be thinking about the 60+ market. A combination of demographics, science, and demand are creating a new market where none existed in the past. So how can you adapt your services to take advantage of this growing revenue stream? This session will review the growing opportunities for service provider organizations and the new technologies that are shaping the delivery of services for the “mature” market.

Kathryn Dilley, LICSW, Director of Social Work, Washington Nursing Facility, Seniors North Inc.Kitley Rainwater, Senior Associate, OPEN MINDS

»»

Strategy10:00 am

-11:30 am

Implementing Your Strategic Vision: How To Move Your Organization From Plan To ActionThe best laid plans are meaningless if they are not put into action. So, how do you move from a well organized vision to a successful plan with employee buy-in? In this essential session, we will review how you can keep your organization on the right path and adjust your plans to account for changes within your organization and the market.

John F. Talbot, Ph.D., Executive Vice President, OPEN MINDS»

Marketing10:00 am

-11:30 am

Marketing Money Matters: Keys To Setting A Budget & Getting A Positive ROI For executive teams of many service provider organizations, setting a marketing budget and evaluating the return on investment in marketing dollars is an exercise of assumptions, intuition, and impossible-to-measure metrics, such as “good PR.” But that shouldn’t be the case. The two questions you need to ask when it comes to your marketing activities are – How much should you spend? And how do you measure the impact?

Aida Porras, M.A., Senior Associate, OPEN MINDSTim Fazenbaker, Executive Vice President, OPEN MINDS

»»

Keynote11:30 am

-12:30 pm

Using Innovation To Your Strategic Advantage: Positioning Your Organization In A Shifting Market

Monica E. Oss, Chief Executive Officer, OPEN MINDS »

12:30 pm Adjourn

Registration Form

Sponsors & ExhibitorsOptum is the official keynote sponsor of this year’s meeting. Don’t miss Rhonda Robinson-Beale, M.D., Chief Medical Officer kick off the institute with her highly anticipated keynote session, “The Payer Perspective On A Changing Health Care Market!”

Fuuzio Internet Marketing is the official marketing track sponsor of this year’s meeting. Don’t miss their cutting-edge knowledge partner session, “A New Way To Look At Online Marketing: The Strategic Importance Of ‘Open Source’ Relationship Management” on the first day of the institute!

Page 7: Planning and Innovations Institute 2012

Registrant Information (For multiple registrations, duplicate form below or send attendee details in separate document or e-mail)

Name Credentials

Title

Organization

Address

City/State/Zip

Telephone Fax

RegistrantE-mail AdditionalE-mailContact

Payment Information

The 2012 OPEN MINDS Planning & Innovation InstituteJune 6-8, 2012 | New Orleans, Louisiana

E-MAIL THIS FORM [email protected]

FAX THIS FORM TO717-334-0538

MAIL THIS FORM TOOPEN MINDS163 York StreetGettysburg, PA 17325

CALL OPEN MINDS AT 717-334-1329

Registration FormIndIvIdual RegIstRatIon: early bird rate (before 5/12/2012) regular rate (after 5/12/2012)

Registration:1attendee q $495 q $695

gRoup RegIstRatIon:Registration:2attendees q $495each/$990total q $550each/$1,100total

Registration:3attendees q $425each/$1,275total q $475each/$1,425total

Registration:4attendees q $375each/$1,500total q $425each/$1,700total

Registration:5attendees q $350each/$1,750total q $400each/$2,000total

Registration:6+attendees q $325each q $375each

total Charge: $

Registration Guidelines: Requests for refunds must be received in writing at least 30 days prior to the event and are subject to an administrative charge of $50. No refund will be made less than 30 days prior to the event. Substitute enrollment for another OPEN MINDS event on another date will be accepted for an administrative fee of $25, plus the difference in registration fees. An alternate individual, at the same event, will be accepted for no additional charge. Requests for refunds are not accepted for group purchases.

www.openminds.com/pii

Visa MasterCard AmericanExpress Discover CheckEnclosed

CardNumber ExpirationDate

Cardholder’sPrintedName

Cardholder’sSignature

Page 8: Planning and Innovations Institute 2012

OPEN MINDS 163 York StreetGettysburg, Pennsylvania 17325-1933Phone: (717) 334-1329 Fax: (717) [email protected]

The 2012 OPEN MINDS Planning & Innovation Institute

June 6-8, 2012 - New Orleans, Louisiana

Join us for the only executive conference 100% dedicated to the critical link between strategic planning, marketing, and new innovations in the health and human service industry


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