GETTYSBURG, Pa (December 11, 2022)—The 2023 OPEN MINDS Performance Management Institute, scheduled for February 14 through 16, 2023, in Clearwater Beach, Florida, will prepare specialty provider organizations, health plans, and payers with the strategies and skills needed to improve organizational performance. Featuring 30 sessions specifically designed to support executive attendees in the health and human services industry, the three-day institute offers live and virtual sessions.

The only executive event focused on organizational performance for those serving consumers with complex needs, executive leaders of primary and specialty care provider organizations won’t want to miss the session line-up. Sessions will take a deep dive into requirements and metrics for finance, costing, reporting, outcomes, human resources, workforce management, value-based contracting, and organizational strategies for improving performance.

The institute begins Tuesday, February 14, with two seminars. “Getting To The Right Scale: The OPEN MINDS Seminar On Successful Mergers, Acquisitions, & Affiliations” will be delivered by OPEN MINDS’ Senior Associates, Ken Carr and Joe Naughton-Travers. Ramona Osburn, OPEN MINDS Senior Associate, and Richard Louis, III, OPEN MINDS Vice President, will lead a discussion on “How To Build (& Succeed With) Value-Based Payer Partnerships: An OPEN MINDS Seminar On Best Practices In Marketing, Negotiating, & Contracting With Health Plans”.

Shana Hoffman, President and Chief Executive Officer from New Directions will kick off the second day of the Institute with her keynote, “Using Technologies & Analytics To Improve Behavioral Health Access & Outcomes: The New Directions Approach to Integrated Care Management,” followed by a thought leader discussion. Sessions on Wednesday, February 15, will include:

  • What Health Plans Want: Measuring & Communicating Performance To Payers featuring Monica Collins, MA, MBA, Senior Director, System Transformation from Magellan Behavioral Health of Pennsylvania
  • Reimagining The Consumer Experience: Process Optimization From The Consumer Perspective
  • Building The Workforce Of Tomorrow: New Strategies For Recruiting, Retention & Performance Optimization
  • Addressing Social Determinants Of Health To Achieve Whole Person Outcomes
  • Strategies For Integration—Optimizing The Experience For Consumers & Payers with Lantie Elisabeth Jorandby, M.D. at Lakeview Health and Lisa Suttle, Regional Vice President of Clinical Services for Meridian Health Services

Tuesday, February 15, will also feature The 2023 OPEN MINDS CFO Summit led by OPEN MINDS’ Senior Associates, Ken Carr and Ray Wolfe, J.D. The summit will feature sessions by Tom Kmetz, Chief Financial Officer of Volunteers of America Ohio & Indiana, and Keith Neal, MBA, MHL, CHFP, Senior Vice President and Chief Financial Officer for Advocates.

The final day, Thursday, February 16, will include a keynote from Rick Shrum, MBA, MHA, Vice President and Chief Strategy Officer with WakeMed, “WakeMed’s Path To Value & Whole Person: The Development Of WakeMed’s Key Community Care ACO & The WakeMed Behavioral Health Network ACO”. Following the keynote and thought leader discussion with Mr. Shrum, sessions will include:

  • Improving Hybrid Service Delivery: Experiences From The Field by Teri Herrmann, Chief Executive Officer for The SPARC Network
  • Planning For Financial Sustainability with Mikel Briggs, President and Chief Executive Officer for Little Friends
  • Options For Integration—FQHCs, Look-A-Likes & More!
  • Preparing For CalAIM: Success & Sustainability – The Data-Driven Path Forward
  • Making It With Performance-Based & Risk-Based Contracts: Keys To Success featuring Brian Holzer, Chief Executive Officer at Aware Recovery Care

Janssen Pharmaceuticals will host a lunch and learn session, Advancing Clinical & Economic Outcomes In Schizophrenia: The Janssen LAI Portfolio, on Thursday, February 16. The session will be by invitation only.

The institute will also feature a briefing and discussion of the results of The 2023 OPEN MINDS Performance Management Executive Survey highlighting the progress of specialty provider organizations on the journey to value-based contracting. OPEN MINDS Chief Executive Officer, Monica E. Oss, will close out the institute with her final keynote.

The institute is made possible by support from our partners:

Premium Partners of the Institute include Akili Interactive Labs, Inc., Core Solutions, Inc., NephU, Netsmart, NextGen Healthcare, PsychU, and Qualifacts.

Partners of the Institute include ContinuumCloud, Genoa Healthcare, Health Information Management Systems (HiMS), Market Access, Streamline Healthcare Solutions, and Terrapin Pharmacy.

Affiliate Education Sponsors of the Institute include Awake Labs, Beacon Health Options, Cantata Health, Carenodes, CCNY Inc., Concord Technologies, DrFirst, Eccovia Solutions, EnSoftek, Evernorth, Foresight, Humana Healthy Horizons, i2i Population Health, Integrative, Iris Telehealth, Kipu Health, Kiriworks, Koa Health, Liberty Healthcare Corporation, Millin Associates, Owl, Relias, Sigmund Software, SilverCloud, Therapy Brands, and Tridiuum.

The 2023 OPEN MINDS Performance Management Institute is held at the Sheraton Sand Key Resort. The full agenda can be found at

An All-Access pass for the Institute is $900 and includes all seminars and the summit. Registration is included in Elite-level memberships to the OPEN MINDS Circle market intelligence service. For more information on the program, sponsorship opportunities, or media inquiries, contact the Executive Education & Events team, at 717-334-1329 or

OPEN MINDS is a national market intelligence, management consulting, and marketing services firm specializing exclusively in the markets of the health and human service field that serve consumers with chronic conditions and complex support needs. OPEN MINDS‘ mission is to provide payers, service provider organizations, and technology and scientific firms that serve these consumers with the market and management knowledge needed to improve their organizational efficiency and effectiveness.

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