A Roadmap For Strategic Financial Management & Executive Readiness
1:00 – 2:00 pm ET
Health and human services provider organizations continue to face tightening margins, shifting reimbursement, and increasing competition. As the market becomes more unpredictable, executive teams must sharpen their financial insight, strengthen their planning discipline, and modernize the infrastructure that supports sustainable operations.
During this one-hour live presentation, OPEN MINDS Senior Associates Rick Rowley and Raymond Wolfe, J.D., will walk through the essential financial, strategic, and leadership competencies required to thrive in the rapidly changing 2026 landscape. Drawing from the OPEN MINDS Financial Assessment Tools Suite and their experience advising provider organizations nationwide, they will provide a roadmap for four essential domains of financial sustainability: financial forecasting, strengthening service portfolios, modernizing marketing infrastructure, and building the executive agility required for the years ahead.
Executive attendees of this session will learn:
- How accurate forecasting, strong data governance, and real-time metrics enable executives to anticipate trends, intervene early, and make informed financial decisions.
- How to evaluate service lines beyond volume or margin, including mission alignment, market relevance, and future viability.
- How 2026 market shifts demand a more financially disciplined marketing approach, using data to focus on profitable services, improve payer relationships, and drive measurable revenue growth.
- What executive readiness looks like in 2026 as artificial intelligence (AI) and automation reshape cost structures, requiring disciplined strategic planning, new workflows, and thoughtful scenario planning.
Featured Speakers
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Rick Rowley, Senior Associate, OPEN MINDSRick Rowley brings over 10 years of experience driving improved performance, quality, and costs of the health care system to OPEN MINDS as a Senior Associate. Mr. Rowley is focused on bringing together health care physicians, provider organizations, health care payers, and data-driven strategies. Prior to joining OPEN MINDS, Mr. Rowley was the Chief Data & Analytics Officer at the State of Colorado, Behavioral Health Administration. In this role, he designed and implemented the Colorado behavioral health performance monitoring system, which focused on the impact of care across privately and publicly funded services including health care, criminal justice, and social services. Mr. Rowley served as the state’s subject matter expert on quality and performance measures for behavioral/mental health services, grants, and contracts worth over $200 million annually. -
Raymond Wolfe, J.D. Senior Associate, OPEN MINDSRaymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. His areas of expertise include managed care and value-based reimbursement models, financial analysis and management, mergers and acquisitions, CCBHC certification, integrated care, performance improvement, and strategic planning. Before joining OPEN MINDS, Mr. Wolfe served in a 22-year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO), where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction, Pittsburgh Mercy achieved Certified Behavioral Health Center status, earned over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, opened a primary care service that was integrated into programming for the severe and persistent mentally ill and homeless populations, and adopted a new performance management program for managers.
Registration is free and requires an OPEN MINDS Circle account, which you consent to OPEN MINDS creating on your behalf if one does not exist. For access to the full line of market intelligence including executive briefings, industry news, state and organizational profiles, RFPs, and datasets from the specialty health and human services market contact us at 855-559-6827 or info@openminds.com to become an OPEN MINDS member.