8:00 am - 4:30 pm ET

The OPEN MINDS Mergers, Acquisitions, & Affiliations Summit: Improving Competitive Advantage In The ‘Next Normal’

Executive Summit

We saw a record numbers of mergers, acquisitions, and affiliations among organizations serving the complex consumer market in 2020 and 2021. The big question: did those collaborations improve competitive advantage? And what are the “tricks of the trade” for making collaborations work?

Join us for an information-packed day with executives who are making it happen—and gain perspectives on how to best leverage collaborations for improving market position.

Don’t miss this exclusive opportunity to hear directly from the organizations leading the way. Registration for this unique learning opportunity is now open. I hope to see you and your team in a few weeks!

Speakers:
Joe Naughton-Travers, EdM, Senior Associate, OPEN MINDS
Ken Carr, Senior Associate, OPEN MINDS 

Agenda

8:00 a.m. – 9:00 a.m.: Registration & Breakfast

9:00 a.m. – 9:15 a.m.: Welcome & Introduction
State Of The Industry: Updates On Mergers, Acquisitions, & Affiliations During & Post Pandemic

Join us this morning as we start the day with a status update of the industry.

While there is no “roadmap” to successful partnerships for most organizations serving complex needs consumers, the leaders at the helm of those organizations will be better positioned to face that challenge after a clear look at the MA&A landscape including, who has merged with who, what acquisitions are making news, and what new affiliations have been formed.

Joe Naughton-Travers, EdM, Senior Associate, OPEN MINDS
Ken Carr, Senior Associate, OPEN MINDS 

9:15 a.m. – 10:15 a.m.: Plenary Panel Keynote: The Future of Private Equity Investments In The Health & Human Service Space

Private equity investments in health care are changing the outlook for sustainability of traditional provider organizations—with new service offerings, investment capital for technology & 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 have presented opportunities by the financial breakdowns. Where does your organization stand and what will this mean going forward? 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 and how to defend against them?

After this session expect to takeaway:

  • An understanding of current investments in the health and human service marketplace
  • How best to position your organization in this shifting space
  • An overview of what the future holds for private equity investments with the public health space

Todd Rudsenske, Partner, Webster Equity Partners
Jeremy Gelber, M.D., Senior Managing Director, Centerbridge
Ken Carr, Senior Associate, OPEN MINDS

10:15 a.m. – 11:00 a.m.: Thought Leader Q&A

Join the Plenary Panel participants, Joe Naughton-Travers, and Ken Carr, Senior Associates at OPEN MINDS, as they answer questions from the audience and invite robust discussion on the topic at hand.

Joe Naughton-Travers, EdM, Senior Associate, OPEN MINDS
Ken Carr, Senior Associate, OPEN MINDS 

11:00 a.m. – 11:15 a.m.: Break

11:15 a.m. – 12:15 p.m.: Best Practices For Mergers & Acquisitions Preparation: How Do You Use M&A To Gain Strategic Advantage?

Some studies have shown mergers to have a high failure rate – sometimes failing as often as 50% to 90% of the time. However, economies of scale and organizational size are an integral part of strategy for health and human service organizations. The question – how to develop a merger and acquisition plan that makes your organizational strategy successful. Don’t miss this engaging look at how to overcome the challenges of making mergers and acquisitions work – selecting the right organizations, the M&A process, developing governance and management structures for a newly-merged organization, as well as the challenges of managing a bigger and more diverse organization, through the lens of organizations who have made it work.

This session is designed to provide organizations:

  • Tools needed to build a successful partnership strategy
  • Strategies for overcoming the challenges of making mergers and acquisitions work
  • Best practices through the merger and acquisition process

Jonathan Morphett, Managing Partner, Avondale Partners, LLC
Luanne Welch, Chief Executive Officer & President, Easterseals UCP North Carolina & Virginia
Rich Yanoski, Corporate Vice President of Business Development, Merakey
Derry Holland, Chief Executive Officer, Oaks Integrated Care
Joe Naughton-Travers, EdM, Senior Associate, OPEN MINDS

12:15 p.m. – 1:45 p.m.: Lunch

1:45 p.m. – 2:45 p.m.: Disasters In Partnerships: Case Studies From The Field

We know partnerships can fail, but what can be learned from those failures? In this engaging session you will hear case studies from OPEN MINDS Senior Associate, Ken Carr, as he walks you through:

  • What to watch out for when selecting partnerships
  • Methodologies for navigating a partnership that is not working
  • Strategies for avoiding these common partnership pitfalls

 Ken Carr, Senior Associate, OPEN MINDS 

2:45 p.m. – 3:00 p.m.: Break

3:00 p.m. – 4:30 p.m.: Executive Roundtable:  What We Would Have Done Differently: Provider Perspectives On Partnerships

During this executive roundtable you will hear from executives who have navigated mergers, acquisitions, and partnerships. This discussion will examine lessons learned from the provider organization perspective, and what they would have done differently, what they have learned, and what they found to be successful.

Attendees to this session can expect to:

  • Learn what works and what doesn’t when entering a new partnership
  • Hear case studies from organizations that have made it work
  • Review the challenges of managing a bigger and more diverse organization after a partnership is in place

Luanne Welch, Chief Executive Officer & President, Easterseals UCP, North Carolina & Virginia
Rich Yanoski, Corporate Vice President of Business Development, Merakey
Derry Holland, Chief Executive Officer, Oaks Integrated Care
Joe Naughton-Travers, EdM, Senior Associate, OPEN MINDS
Ken Carr, Senior Associate, OPEN MINDS

1:00 pm - 4:15 pm ET

Aligning Your Board To The New Sustainability Challenge: An OPEN MINDS Seminar On Non-Profit Management

Executive Seminar

As the health care industry addresses the aftermath of the COVID-19 disruption, board members and executives must collaborate on understanding the changing market and map a plan for recovery and sustainability. They must conduct a deep dive into the new challenges and opportunities for non-profit health and human service organizations and the changing role of the board in a time of competition and new business models. Learn how to update your board on the impacted landscape and the need for updated strategies for sustainability. Understand the conditions for the new “best practice board.” This means developing the skills to support modern health care in a value-based environment, developing the ability to preserve purpose and know when to redefine it, and perfecting the ability to monitor finance, business, compliance, and ethics.

The following key components will be discussed:

  • Updating strategies for sustainability
  • Where your opportunities and challenges lie
  • Best practices to support growth while preserving purpose
1:00 pm - 5:00 pm ET

How to Build an SDoH Foundation within Your Whole-Person Care Organization

Executive Forum

Sponsored By NextGen Healthcare

In this multi-part Forum, you will hear from population health expert, Dr. Michael Franczak, how Copa Health is tracking and using social determinants of health (SDoH) in their complete functional analysis of clients as well as to help identify the need that is driving specific client behaviors. Dr. Franczak will also present how SDoH data is used by Copa Health to guide intervention recommendations and improve client engagement. Dr. Jennifer Bolduc from NextGen Healthcare will then demonstrate how whole-person care organizations collect and use SDoH data in combination with other data sources and how insights from this data can drive actionable recommendations. For example, Dr. Bolduc will demonstrate how certain combinations of SDoH data may change treatment recommendations for people with different co-existing conditions. Finally, Javier Favela from NextGen will conclude the Forum by moderating a panel discussion including Dr. Franczak and Dr. Bolduc on how a solid SDoH foundation leads to better outcomes for both patients and providers.

Learning Objectives:

  • Examine the importance of SDoH data to a whole-person approach to care
  • Demonstrate best practices in the collection and use of SDoH data
  • Discuss many of the ways that SDoH data can have a positive impact on patient engagement and outcomes, as well as improving provider outcomes
7:30 am - 8:30 am ET

Executive Networking Breakfast

Networking

Start your day with coffee and conversation. Join us for an executive networking breakfast where you will have a chance to connect with other executives, and your own team.

8:30 am - 9:00 am ET

Welcome & Announcements Of The 2021 OPEN MINDS Survey: Trends In Specialty Provider Organization Executive Compensation & Retention

Welcoming

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. The 2021 OPEN MINDS Executive Compensation Survey provides the data and trends to help develop a compensation and retention plan that is in tune with the current market. This survey provides information on:

  • The types of cash compensation incentives for chief executive officers—behavioral health, child and family services, long-term services and supports and intellectual and developmental disabilities, and primary care—by organizational revenue.
  • Trends in executive cash compensation by market—behavioral health, child and family services, long-term services and supports and intellectual and developmental disabilities, and primary care—by organizational revenue and by executive level.
  • Trends in the number of executives who plan to leave their organization in the next year and the reason they plan to leave their organization. Data is broken down by market, revenue, and executive level.
  • Trends in whether executives believe they can be replaced at the same pay. Data is broken down by market, revenue, and executive level.
9:00 am - 10:00 am ET

Leading A Technology Transformation—Tech & Analytics To Improve The Consumer & Clinical Professional Experience

Keynote Address

In her Keynote, Angela L. Perri, Chief Medicare Officer at UPMC Health Plan, will address the roles of technology & analytics across the continuum of care. Analytics should be multi-dimensional, but most importantly drive positive outcomes and quality goals for the people receiving care. Ms. Perri will discuss how UPMC HealthPlan has factored all of that into what they do and design, recognizing the importance of simplicity in the workflow. This allows for both personalization for individuals and families along with population management to inform best practices, value-based programs, and aligned payer-provider partnerships.

From a technology standpoint, Ms. Perri will share her experiences based on her responsibility for development of UPMC's internally developed clinical software solutions that span the health plan and network hospitals—tele-health and digital assets, including the plan's member mobile app and RxWell behavioral health coaching tool, as examples. Her teams work in partnership with IT to design and establish requirements and needs for real time data, intelligent and aligned workflows, and a myriad of business rules as well as precision analytics that drive quality, affordability, and impact across UPMC's book of business.

Attendees will learn:

  • UPMC's approach to leveraging technology and multi-dimensional analytics in health plans and in provider delivery system
  • Key challenges facing technology adoption in health and human services
  • Unique challenges of serving consumers with chronic conditions and complex needs, including service prioritization, workflow simplicity and care personalization
10:15 am - 11:15 am ET

Thought Leader Discussion

Thought Leader Discussion

Join us for a follow-up session with our keynote speaker, Angela L. Perri, Vice President, Strategic Alignment, Transformation, and Innovation at UPMC HealthPlan. You will have time to ask questions and discuss how lessons from the morning’s keynote presentation apply to your own organization.

10:15 am - 11:15 am ET

Supporting The Behavioral Health System During The Pandemic & Planning For The ‘Next Normal’: The Role Of The Government

Thought Leader Forum

Strategy Track

The pandemic has shown us a fourfold increase in depression and anxiety, as well as an increase in substance use. More consumers than ever are turning to digital platforms for support for behavioral and mental health. As we continue to see a shift toward supportive legislation from the federal and state levels, we will also see more robust care collaboration between primary care and behavioral health. Where does the government come into all this and how can they continue to support our behavioral health system? We are thrilled to welcome Elinore McCance-Katz, M.D., Ph.D., the former Assistant Secretary for Mental Health & Substance Use for the U.S. Department of Health & Human Services under two very different administrations, as she explores this very robust subject matter through a discussion and Q&A forum.

10:15 am - 11:30 am ET

Maintaining Your Organization’s Culture In A Virtual Environment

Topical Case Study

Value Track

In the pre-pandemic era, we were already facing the incorporation of new digital technologies and technology-enable services. We are now contending with an influx of new service delivery models, seemingly all based in a virtual environment—it is important to balance organizational sustainability, maintaining your unique culture, and how these technologies can be integrated into your strategy and organization. A formal approach to managing these changes with an eye toward understanding your organization’s culture is necessary and begins with the leadership team.

In this session you will learn:

  • How to address the challenges that come from a virtual world
  • Strategies that will create and sustain a strong organizational culture
  • How your organization is aligned for supporting the adoption of virtual environments
11:45 am - 1:00 pm ET

Executive Competencies For The ‘Next Normal’

Executive Roundtable

Value Track

The field has shifted from complicated to complex—moving from a highly regulated field with structured compensation, to a field that is still highly regulated, but is now more competitive. The difference is subtle, but important. Complicated systems may have many parts, but when the parts interact, they do not change each other. In complex systems, on the other hand, when things interact, they change one another in unexpected and irreversible ways. Complicated and complex systems demand different leadership skills. Who will be the successful leaders in a time of complexity? Executives who are familiar with uncertainty, able to foster innovation, willing to take risk, and comfortable with tension, conflict, and lack of consensus.

In this session, we will review:

  • How the changing market is simultaneously changing leadership team requirements
  • Explore the new executive competences leaders need to make their organization successful
  • Discuss the challenges of developing these competencies within your own executive team
1:00 pm - 2:15 pm ET

Lunch On Your Own

Lunch
2:30 pm - 3:45 pm ET

Motivating & Energizing Your Mid-Level Leaders

Topical Case Study

Value Track

It is essential for organizations to evaluate future 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. Like all service organizations, the single largest expense for health and human service organizations is talent, and the ability to motivate your team is a "must have" competency for organizational success.

This session will include discussions on:

  • Creating an engaged workforce that is a fit with your organization's culture
  • Best practices in mapping team competencies and conducting an organizational training needs assessment
  • The importance of building a motivated energetic team in a complex health and human service market
2:30 pm - 3:45 pm ET

How To Build A Strategy For Success: Evaluating & Assessing Risk

Best Practice "How-To"

Strategy Track

In our evolving value-based market, organizations need to build a leadership team that brokers new ideas, drives change using organizational pressure, takes risks to manage the new competition, and creates new processes for balancing structure and innovation. The health care market is in the middle of a massive transformation—one that’s designed to ultimately improve outcomes and reduce costs. But getting there is going to be a challenge. Market share will gradually move to provider organizations that are willing to accept risk. And there will be some spectacular successes—and some spectacular failures—in these new roles. How will your organization get there? These challenges and how executives can prepare their organizations to be sustainable in a changing complex market is of utmost importance.

In this session we will focus on:

  • Building a leadership team that brokers new ideas, drives change using organizational pressure, and takes risks to manage the new competition
  • How to balance structure and innovation to build a sustainable forward-looking organization
  • The “must-have” financial management and data modeling tools your organization needs to manage risk and value-based reimbursement models
2:30 pm - 5:30 pm ET

Positioning For Success - General John Buford & The High Ground: The Beginning Of The Battle Of Gettysburg

Activity - Battlefield

During this session, we will take a bus to the Gettysburg National Military Park, where licensed battlefield guide Robert Prosperi will lead a tour of the important sites from day one of the Battle of Gettysburg. This session will include a review of General Buford’s actions, a discussion of the history of the battlefield sites, and time for questions and discussion with our guide. After we leave the battlefield OPEN MINDS' Senior Associate, Ken Carr will wrap up the session with a classroom discussion of the leadership lessons learned from General Buford and the application of those lessons to the health care market today.

General John Buford played a critical role in the first day of the Battle of Gettysburg; his defense of the “high ground” set the stage for the Union’s eventual victory over the Confederate army. General Buford believed that a leader’s duty is to ensure their team is “positioned and prepared” for the challenges ahead—a good lesson for any leader, whether in the midst of a battle or in the midst of health care reform.

Before the start of the Battle of Gettysburg, General Buford’s troops were some of the first Union forces to enter the town of Gettysburg. Recognizing that he was facing a large concentration of Confederate troops, General Buford had positioned his forces to maintain the high ground of Cemetery Hill, South of Gettysburg, where they were able to hold off the Confederates until reinforcements could arrive. By maintaining the tactically superior position in Gettysburg for the Union, General Buford set in motion the eventual victory for the North. General Buford’s case study highlights the importance of strategic positioning and anticipatory leadership. (Limited to 45 participants)

Located at the Wyndham Hotel and Battlefield

7:00 pm - 9:00 pm ET

The Gettysburg Museum & Visitor Center Night At The Museum & Networking Reception

Networking Reception / Executive Briefing

*A shuttle bus will be available to transport attendees from the Wyndham Gettysburg Hotel to the Visitor Center from 6:30pm to 7:15pm—meet in the back of the hotel to catch the shuttle. Attendees may also drive themselves to the reception—for driving and parking directions, stop by the Registration Desk.

Institute attendees will have private, after-hours access to all areas of the museum. Open to thousands of visitors every day, the Gettysburg Museum and Visitor Center is home to thousands of Civil War artifacts and relics from the Battle of Gettysburg. During this special reception, attendees will have a unique opportunity to avoid the crowds, explore the bookstore and gift shop in peace and quiet, and have refreshments while enjoying this immersive historical experience.

Attendees will have access to the museum’s newest exhibit: "Following in the Foot Steps of World Leaders". This new exhibit explores the history of Eisenhower’s life as a Soldier, General, President, and Citizen, as well as a nod to Eisenhower’s leadership. The exhibit features historic information and photos, several artifacts and a panel including a historic photo background of Eisenhower on the Gettysburg battlefield that provides visitors a unique photo opportunity.

Attendees will also have the opportunity to view the Famous Gettysburg Cyclorama, with exclusive narration from licensed battlefield guide, Robert Prosperi. Paul Philippoteaux’s 1883 cyclorama painting of the Battle of Gettysburg is among the last surviving cycloramas in the United States. This breathtaking painting literally surrounds you and stands longer than a football field and as tall as a four-story structure. Newly restored, the painting provides a unique 360° view of all the details of the final day of the Battle of Gettysburg and gives viewers a true sense of what occurred during the battle.

To close out the evening, we will have a lecture and painting demonstration on the Art and the Battle of Gettysburg by David Greister, Artist in Residence and his collaborator, Patricia Bauer. This exciting session will feature the history of the Gettysburg Artist-In-Residence Program and look at the impact of conflict on art.

7:00 am - 8:00 am ET

Start Your Day With Yoga!

Activity

*Meet At The Registration Desk At The Wyndham Gettysburg Hotel By 6:45am

Rejuvenate 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! (Limited to 20 participants)

8:00 am - 9:00 am ET

Executive Networking Breakfast

Networking

Start your day with coffee and conversation. Join us for an executive networking breakfast where you will have a chance to connect with other executives, and your own team.

9:00 am - 10:00 am ET

The Future Of Managing Care For Consumers With An SMI—What Works

Keynote Address

The cornerstone of progressive interventions for this high-risk/high-need population is based in a “whole person” treatment strategy that encompasses medical, behavioral, pharmacy, social needs, and caregiver collaboration and coordination. This session will review Sunshine Health Plan programs that are showing promising positive outcomes such as reduced use of acute/crisis care, better engagement with primary care that improves medical health outcomes and addresses high comorbidity issues, stabilized community-based living environment by addressing social needs for the enrolled Medicaid and Medicare members served.

Innovations to be presented include:

  • A review of the behavioral health home program where members are assigned to a provider who has both primary care and behavioral health services integrated
  • An overview of the Long Acting Injectable (LAI) program with data that demonstrates reductions in emergency department and inpatient services, and increase in community based and medical services for members adherent on LAI
  • A discussion around our high-risk/high-need intensive case management program focused on facilitating care coordination, member/family/caregiver engagement and collaboration with treatment providers, social service providers, and community
10:15 am - 11:15 am ET

Thought Leader Discussion Session With Carole Matyas, Vice President, WellCare/Centene

Thought Leader Forum

Join us for a follow-up session with our keynote speaker Carole Matyas, Vice President, WellCare/Centene. Use this time to ask questions and continue the morning’s discussion.

10:15 am - 11:30 am ET

A Customer-Centric Mindset: Is Behavioral Health Leadership Listening?

Best Practice "How-To"

Value Track

The health and human service system is being shaped by a payer focus on integration through consumer-centric care coordination between primary care, wellness maintenance, behavioral health, home care, and community supports. As we continue to navigate the era of value-based reimbursement, organizational culture and creating a "raving fan" customer service experience will be both expected, as well as appreciated. Health care has historically been identified with some of the worse customer experiences, and the time for change is now.

This session will take us through a new paradigm of thinking, where we will address best practices in:

  • The importance of customer service in the era of value-based care
  • The key drivers of a great customer service experience in health care
  • The creation of a superior customer experience, including hiring the right team to build a culture of customer service
10:15 am - 11:30 am ET

How To Build A Strategy For Success: Best Practices In Portfolio Management, & Service Line Decisionmaking

Topical Case Study

Strategy Track

Planning in stable markets is relatively easy. Chaotic, complex markets make planning a challenge. In the current health and human services market, executives are facing uncertainty. But many executives don’t realize that their planning model also needs to change, and that may mean shifting what is offered in your service lines. The shifting landscape is changing market fundamentals—the health and human service system value chain is beset with new and disruptive competition.
This session will discuss best practices for strategic portfolio management and service line development, and we will hear from an organization that recently went through that process. Expected takeaways from this session include:
  • Best practice approach to service line analysis and portfolio management
  • How best to remain relevant and deliver value in an evolving digital landscape
  • Bridging the gap between high-level strategic decision-making and in-the-trenches implementation
11:30 am - 12:45 pm ET

Technology Leadership Requires More Than The Sum Of The Parts

Lunch & Learn

Sponsored by Netsmart

Technology Leadership has advanced rapidly in the 21st century compelling the technology leader to possess knowledge well beyond fitting hardware and software options to needs. Understanding the business aspects of automation for return of investment, the need to link and produce clinical and financial reporting for business sustainability, integration of data from external data sources for reporting purposes and staying abreast of technology advancements outside of healthcare and their implications for opportunity and competition all are now a part of the skill set to lead a technology advanced organization. This session will focus on how to develop career paths to grown technology leadership within your organization.

11:30 am - 1:00 pm ET

Lunch On Your Own

Lunch
1:00 pm - 2:15 pm ET

Succession Planning: Ensuring Your Organization Is Positioned For The Future

Topical Case Study

Strategy Track

Seventy-five percent of health and human service managers were offered another job this year — and 18% of them pursued that offer. Thirty-five percent of these managers say they are planning to leave their organization in the next year. Eighty-seven percent would consider leaving for the right opportunity. Are you prepared for when the inevitable happens? Succession planning is an essential tool to ensure that provider organizations have the right talent to maximize overall effectiveness both today and in the future.

This session will review the changing concept of succession planning in today's complex health and human service market and will cover:

  • The importance of succession planning in a complex health and human service market
  • Key steps in developing and implementing a succession plan for your leadership team
  • Best practices in mapping team competencies and conducting an organizational training needs assessment
1:00 pm - 2:15 ET

Women In Leadership: An Open Discussion On The Challenges & Opportunities

Forum

Value Track

The world and our culture continue to evolve, yet there remains a large gender gap in leadership roles. Women in leadership also face different challenges than their male counterparts. To build strong leadership within an organization, executive teams need to determine how they can foster female career-growth in leadership positions. Our panel, comprised of dynamic women in leadership roles, will lead a discussion on ways to support, advance, and empower women executives in the workplace and share their leadership stories and lessons learned.

After this forum you should be able to:

  • Identify gender gaps within your organization
  • Identify opportunities within your own organization to encourage female career-growth in leadership roles
  • Strategize on how to best approach leadership development for women within your organization for sustainable change
1:00 pm - 2:15 pm ET

Transform Your Integrated Health Care Practice

Product Demo

Sponsored by Health Information Management Systems

Transform your integrated health practice with Axiom. Our AI-enabled software will enable you to be more productive and profitable while achieving better patient outcomes. Axiom’s health intelligence and decision support provide practitioners with a method to analyze data for actionable insights.

1:00 pm - 4:30 pm ET

The New CFO Challenge: An OPEN MINDS Seminar On Keeping Your Cost In Sync With Your Rates In A Changing Market

Executive Seminar

Managing for profitability as your organization shifts to value-based reimbursement is the new key to sustainability. A reimbursement model that rewards outcomes instead of inputs requires changes to your C-suite perspectives, operations, and the roles of the traditional care team. It changes the role of the chief financial officer from steward of operations to architect of a stronger, more modern care delivery system. Explore the new roles of the finance department. Do a deep dive into the ins and outs of unit pricing, episode bundling, flexible budgeting, and determination of financial risk tolerances. Learn all you need to know about value-based contract negotiation and evaluation of market opportunities—from those that minimize risk to the ones that catalyze rapid growth.

Takeaways from this session will include:

  • Close examination of successful reimbursement models and the risk your organization assumes
  • Building a robust financial department
  • Real time tools for contract negotiation and market evaluation
2:30 pm - 3:30 pm ET

Lessons Learned During The Pandemic-The Payers Perspective

Executive Roundtable

Value Track

Creativity, flexibility, and an ability to pivot all come to mind when thinking about the past year. In this session we will look at what can be adopted by payers as their next best practices, and what can be left by the wayside. From waiving member sharing costs, waiving hospital stay minimums, and other creative ways to streamline a system for both healthy members and those dealing with newly found complex health issues, there is much to be discussed.

You can expect:

  • A robust look at challenges brought on by the COVID-19 pandemic, and what that meant for payers
  • A highlight of innovative best practices that have come out of the COVID-19 pandemic
  • A discussion on what the COVID variants mean for the country’s public health across system
2:30 pm - 5:30 pm ET

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

Activity - Battlefield

During this session, we will take a bus to the Gettysburg National Military Park, where Col. Fred Wieners, Licensed Battlefield Guide, will lead a private walking tour of Little Round Top and the surrounding area. 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. After we leave the battlefield, OPEN MINDS' Senior Associate, Joseph Naughton-Travers will wrap up the session with a classroom discussion of the leadership lessons learned from Colonel Joshua Lawrence Chamberlain and the application of those lessons for managing your health care team.

Colonel 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. This session examines how he, 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.

Little Round Top is one of two rocky hills located in the South of Gettysburg, 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 almost doubled back on its own line, capturing over one hundred soldiers, and maintaining the Union defense of the high ground of the battlefield. (Limited to 45 participants)

Located at the Wyndham Hotel and Battlefield

5:00 pm - 6:00 pm ET

Executive Networking Reception

Networking

Grab a beverage and unwind with the opportunity to discuss the exciting topics of the past few days with peers and presenters.

6:30 am - 8:00 am ET

Walk The Battlefield With Author & Retired U.S. Army Colonel Jeffrey McCausland

Battlefield Walk

*Meet At The Registration Desk At The Wyndham Gettysburg Hotel By 6:25am

Begin your day by joining us for a 3.5 mile walk through the Gettysburg National Military Park. Bottled water & breakfast snacks will be provided. Buses will depart from the Gettysburg Wyndham Hotel at 6:30 am. The walk will begin at Culp’s Hill on Confederate Avenue, and end on Gettysburg's Baltimore Avenue near the Lincoln Into Art Gallery. You’ll learn more about the historical monuments at Spangler’s Spring and Culp’s Hill, and about the role of Major General Henry Warner Slocum! This route is mostly flat and completely paved. The buses will return to the hotel at 8:00 am for breakfast, giving you plenty of time to get ready for the day! (Limited to 30 participants.)
8:00 am - 9:00 am ET

Executive Networking Breakfast

Networking

Start your day with coffee and conversation. Join us for an executive networking breakfast where you will have a chance to connect with other executives, and your own team.

9:00 am - 10:00 am ET

What Can Modern Leaders Learn From Leadership During The Battle Of Gettysburg?

Keynote

The Battle of Gettysburg has long been viewed as the turning point of the American Civil War. Over 170,000 Union and Confederate soldiers engaged in this struggle and roughly 25% were casualties after three days. The battle and the battlefield have a long-standing place in the American political psyche even today.

The current relevance of this chapter in American history has made the leadership at Gettysburg a subject of much discussion and debate. In this intriguing keynote you’ll learn how such an iconic event provides contemporary leaders a superb opportunity to examine enduring leadership principles, including:

  • Leading under pressure and stress
  • Making tough decisions
  • Anticipating and responding to the 'unexpected'

You will learn these principles through the lenses of military officers such Lee, Stuart, Meade, and many others.

Whether or not you visit the Gettysburg battlefield during the OPEN MINDS Executive Leadership Retreat, this keynote’s historic lessons will have a profound influence on not only your leadership abilities, but also your life, organizations, and career.

Following the Keynote, Dr. McCausland will sign copies of his recent book Battle Tested!: Gettysburg Leadership Lessons for 21st Century Leaders.

9:00 am - 12:30 pm ET

Aligning Your Board To The New Sustainability Challenge: An OPEN MINDS Seminar On Non-Profit Management

Executive Seminar

VIRTUAL ONLY

*This seminar will also be presented in-person on Monday, September 20 at 1:00pm ET

As the health care industry addresses the aftermath of the COVID-19 disruption, board members and executives must collaborate on understanding the changing market and map a plan for recovery and sustainability. They must conduct a deep dive into the new challenges and opportunities for non-profit health and human service organizations and the changing role of the board in a time of competition and new business models. Learn how to update your board on the impacted landscape and the need for updated strategies for sustainability. Understand the conditions for the new “best practice board.” This means developing the skills to support modern health care in a value-based environment, developing the ability to preserve purpose and know when to redefine it, and perfecting the ability to monitor finance, business, compliance, and ethics.

The following key components will be discussed:

  • Updating strategies for sustainability
  • Where your opportunities and challenges lie
  • Best practices to support growth while preserving purpose
10:15 am - 11:30 am ET

Thought Leader Discussion Session With Jeffrey D. McCausland, Ph.D., Author, Visiting Professor Dickinson College & Co-Author Colonel Tom Vossler

Thought Leader Discussion/Book Signing

Join us for a follow-up session with our keynote speaker Jeffrey D. McCausland, Ph.D., Author, Visiting Professor Dickinson College and Co-Author Colonel Tom Vossler. Use this time to ask questions and continue the morning’s discussion.

10:30 am -11:00 am  Book Signing With Jeffrey D. McCausland, Ph.D. Founder & CEO, Diamond6, Leadership & Strategy, LLC
We invite you to have your book signed, and meet the author, Jeffrey D. McCausland.

10:15 am - 11:30 am ET

Incorporating Innovation Into Everyday Operations: A New Leadership-Driven Strategy For Sustainability

Best Practice "How-To"

Innovation Track

Competitive advantage in a performance-based market depends on the ability of organizations to innovate and take successful innovation to scale. The key is to incorporate small significant changes into everyday operations of your organization to have a broader impact which allows for solid footing in a constantly shifting industry. How does your organization stack up? Join us as we discuss the innovation challenge for specialty provider organizations.

This session will help attendees:

  • Understand the innovations and practices that are shaping (and reshaping) the field
  • • Challenge your assumptions about impediments to innovation—and catalyze change in the experience and delivery of services at your organization
  • Identify the core organizational competencies needed for rapid cycle innovation
11:30 am - 1:00 pm ET

Lunch On Your Own

Lunch
12:30 pm - 4:00 pm ET

The New CFO Challenge: An OPEN MINDS Seminar On Keeping Your Cost In Sync With Your Rates In A Changing Market

Executive Seminar

VIRTUAL ONLY

*This seminar will also be presented in-person on Wednesday, August 22 at 1:00 pm

Managing for profitability as your organization shifts to value-based reimbursement is the new key to sustainability. A reimbursement model that rewards outcomes instead of inputs requires changes to your C-suite perspectives, operations, and the roles of the traditional care team. It changes the role of the chief financial officer from steward of operations to architect of a stronger, more modern care delivery system. Explore the new roles of the finance department. Do a deep dive into the ins and outs of unit pricing, episode bundling, flexible budgeting, and determination of financial risk tolerances. Learn all you need to know about value-based contract negotiation and evaluation of market opportunities—from those that minimize risk to the ones that catalyze rapid growth.

Takeaways from this session will include:

  • Close examination of successful reimbursement models and the risk your organization assumes
  • Building a robust financial department
  • Real time tools for contract negotiation and market evaluation
1:00 pm - 2:15 pm ET

When Technology Becomes Integral To Strategy: Leading In A Virtual Environment

Best Practice "How-To"

Strategy Track

There are thousands of new digital technologies and technology-enabled services focused on the health and human service market, and as these technologies gain adoption, they are fundamentally changing service delivery and consumer relationships for provider organizations. The key—complicated systems are now virtual and demand different leadership skills. Leaders in organizations need to be adaptable: technology has remade the transactional and transformational leadership roles of executives. The transactional part is more apparent—new processes, new data, and new organizational relationships to manage. But the transformational one is not so apparent—being the force that overcomes apathy and resentment of technology-driven change.

In this session, we'll discuss:

  • The strategic challenges technology brings to organizational sustainability
  • How technology changes the role of the executive team
  • Best practices for integrating technology into your strategy for sustainability
1:00 pm - 4:00 pm ET

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

Activity - Battlefield

During this session, we will take a bus to the Gettysburg National Military Park, where licensed battlefield guide Terry Fox will lead a tour 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. To provide the proper context for this session, a handout including a brief introduction to Generals Lee and Longstreet and the Battle of Gettysburg will be made available to attendees. After we leave the battlefield, Kimberly Bond, MS, LMFT, Senior Associate, OPEN MINDS, will wrap up the session with a classroom discussion of the leadership lessons learned from the Pickett's Charge and the application of those lessons for today's health care executives.

Pickett’s Charge may be the most infamous incident at the Battle of Gettysburg. We will retrace the steps of General Robert E. Lee and General James Longstreet as they made the decisions that would ultimately determine not only the outcome of the Battle of Gettysburg, but possibly the ultimate outcome of the Civil War.

On the final day of the Battle of Gettysburg, commander of The Army of Northern Virginia, General Robert E. Lee found himself at odds with his trusted commander, General James Longstreet. Generals Lee and Longstreet disagreed at several critical points during the Battle of Gettysburg. The largest disagreement between the two officers came when Lee first talked to Longstreet about the planned Pickett’s Charge on the afternoon of July 3. Longstreet would reluctantly and finally agree to Lee’s plan. This is an example of leader vs follower command disagreement.

The assault required the Confederate troops to march nearly a mile over an open field and to climb over several fences under open fire from the Union line. This disastrous end to the battle resulted in a fifty percent casualty rate among the Confederate troops and is seen as not only the decisive end to the Battle of Gettysburg, but also the turning point or high-water mark for the confederacy in the Civil War. (Limited to 45 participants)

Located at the Wyndham Hotel and Battlefield

2:30 pm - 3:45 pm ET

Executive Compensation: How To Negotiate & Manage The Compensation Process

Best Practice "How-To"

Value Track

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. As many will tell you, merit alone does not always guarantee a strong compensation package—in many circumstances it comes down to the power of negotiation. But what are the considerations? How has the compensation landscape changed? And how can you assure that you find the best possible package for both you and the organization you are serving? In this unique session, OPEN MINDS Senior Associate, Jim Fiorenzo will lead the panel discussion on everything executives need to consider when negotiating compensation packages.

You can expect to come away from this session with:

  • Strategies for negotiating appropriate compensation packages
  • Trends in the market on the reasoning behind the departure of executives and retention plan
  • Creating an attractive effective compensation package; and how to make it work for yourself and your organization
2:30 pm - 3:45 pm ET

Innovations In Personal Development: New Tools To Be A Better Leader

Best Practice "How-To"

Innovation Track

A formal approach for managing change, beginning with the leadership team, should be developed early, but adapted often as change moves through an organization. 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. If you are going to be an effective leader, you also need to be able to cultivate the expectations of very diverse staff members. We are met with workforce challenges, and how the pandemic has shifted how employees think about work. 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 your organization successful in the future, as well as explore innovations that can help you personally, as formal leaders. Join us for this exciting discussion focused on the keys to developing yourself as a leader, and how to foster internal workforce growth to ensure long-term organizational success.

This session will include discussions on:

  • How to cultivate an environment for internal leadership growth, in which the professional, personal, and social needs of all employees are met
  • Developing a strategic plan for your organization to grow yourself as a person, and a leader, while building leaders from within
  • How to weather change while exploring personal development growth options
4:00 pm - 5:00 pm ET

Leading Organizational Transformation To The ‘Next Normal’ — Beyond Strategic Planning To Strategic Success

Keynote

Executives of health and human service organizations serving the most complex consumers are faced with a two-fold strategic challenge. First, developing a plan for success and sustainability in the year ahead. Then, leading the transformation of their organization to make that strategy happen. In this plenary session, OPEN MINDS chief executive officer Monica E. Oss will provide an update on the key trends affecting specialty provider organization strategy, a framework for developing a sustainability strategy, and the key actions that executives need to take make their strategic vision a reality.

COVID-19 Risk Management Plan August 11, 2021

We are excited to return to sunny southern California for The 2021 OPEN MINDS Management Best Practices Institute at the picturesque Newport Beach Marriott Hotel & Spa, August 23-26, 2021. To help plan your in-person attendance, visit https://openminds.com/live-mbpi/ for a schedule of events happening throughout the week.

The resurgence of the COVID Delta variant has certainly created new challenges for the country and for our families. Fortunately, the available COVID vaccinations have been very successful in preventing symptomatic infections and illness. But I did want to let you know that our team at OPEN MINDS is committed to making our executive events as safe as possible and have an active risk management plan in place. I wanted to share with you the key elements of our plan:

We will continue to monitor any changes in the CDC recommendations for the continued safety of the public. If you have any concerns or questions, feel free to reach out to a member of our team at events@openminds.com or by phone at 877-350-6463. We look forward to seeing you at The 2021 OPEN MINDS Management Best Practices Institute.

Monica E. Oss
Chief Executive Officer
OPEN MINDS

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