Reducing Unit Costs & Improving Contract Profitability: The Mainstay Life Services Case Study is starting in

Executive Roundtables

Want a chance to talk “live” with the OPEN MINDS senior team? Once each week (every Thursday at 1 pm EST), we hold a Circle Elite Executive Roundtable featuring elite executive speakers. Every week has a different topic and a different lineup—and the opportunity to hear from them and ask your questions.

The Circle Elite Executive Roundtables have three formats:

  1. “How to” deep dive management sessions with two OPEN MINDS senior advisors
  2. Case study sessions, moderated by an OPEN MINDS senior advisor, that focus on a peer executive presentation of strategic problem solving
  3. Executive roundtables—three or four OPEN MINDS senior advisors and peer executives—providing their perspectives and their advice on “hot topics”

Attendees can also share questions and challenges and receive top-notch executive insights, as well as an action plan for continued growth and development.


UPCOMING EXECUTIVE ROUNDTABLES

DateWeb Briefings
6/5/2025 June 5, 2025
Speaker: Jodie Esper, Chief Financial Officer, Mainstay Life Services
6/19/2025 June 19, 2025
Speaker: Jeff Arledge, Executive Vice President & Chief Financial Officer, Easterseals Midwest
7/10/2025 July 10, 2025
Speakers: Hattie Tracy, Chief Executive Officer & President and Dawn Carter, Vice President of Clinical Operations & Chief Clinical Officer, Coleman Health Services
7/17/2025 July 17, 2025
Speakers: Luming Li, Chief Medical officer & Trudy Leidich, Vice President of Clinical Transformation, Innovation & Quality, The Harris Center for Mental Health and IDD
7/24/2025 July 24, 2025
Speakers: Greg P. Santilli, Chief Financial Officer, Tom Foster, Senior Director of Technology Services & Kristin Feltz, Director of Communications & Marketing, Hillsides
7/31/2025 July 31, 2025
Speaker: Christopher Keck, DBH, LPC, CPM, President & Chief Executive Officer, Open Hearts Family Wellness
8/7/2025 August 7, 2025
Speaker: Jeff Keilson, Senior Vice President of Strategic Planning, Advocates
8/21/2025 August 21, 2025
Speakers: Yvette Poindexter, M.D., Chief Medical & Operations Officer, Penny Pabst, Chief Administrative Officer & Nydia Garcia, Quality Director, MyCHN
8/28/2025 August 28, 2025
Speaker: Carolyn Spence, Chief Information Officer, Alexander Youth Network
9/4/2025 September 4, 2025
Speaker: Jerel Wilson, Vice President of Business Development, Monarch
9/25/2025 September 25, 2025
Speakers: David Guth, Chief Executive Officer & Co-Founder, Centerstone & Paul M. Duck, Chief Strategy Officer, OPEN MINDS
10/30/2025 October 30, 2025
Speaker: Renee Stein, Senior Director of Marketing Communications & Business Development, I Am Boundless, Inc.

EXECUTIVE ROUNDTABLES ON DEMAND

CategoryWeb Briefings
Framework For Success
Revenue Cycle Management
Speakers: Raymond Wolfe, J.D., Senior Associate, OPEN MINDS & Sharon Hicks, Senior Associate, OPEN MINDS
Stigma & Culture
Speakers: Courtney McKeon, Senior Vice President & Robert DeForde, Program Manager, Shatterproof National Stigma Initiative
Crisis Services
Speakers: Margie Balfour, MD, Ph.D., Chief Clinical Quality Officer & Chris Santarsiero, Vice President of Government Affairs, Connections Health Solutions
Framework For Success
Speakers: Monica E. Oss, Chief Executive Officer, Paul Duck, Chief Strategy Officer, & Jonathan Evans, Senior Associate, OPEN MINDS
Emerging Psychedelics
Speaker: Tanveer Chaudhry, M.D., Chief Executive Officer, Solace Behavioral Health
State Policy
Speakers: Natalie Cook, Vice President, CLIVE Solutions & Ryan Essex, Chief Operating Officer, Gibson Center for Behavioral Change
Technology
Speakers: Brandon Tripp, Tech Enabled Services Director & Tec Chapman Executive Vice President of Services & Chief Program Officer, Easterseals Midwest
Service Line Performance
Speakers: Amanda Becks, Associate Director of Clinical Services in the Developmental Trauma and Attachment Program (DTAP) and Marcia Ryan, Associate Director of Client Services, Chaddock
Data-Based Decision-Making
Speakers: Alice Kim, Chief Operating Officer & Sheetal Sood Chief Information Officer, Cohen Veterans Network
Service Line Development
Speakers: Mark Young, Chief Executive Officer; Linh Tran, Chief Financial Officer, Dr. Yvette Poindexter, Chief Medical Officer and William Parker, Chief Pharmacist Officer, MyCHN
Reputation Management
Speakers: Sarah Bouldin, Vice President, Strategic Marketing, Centerstone & Johnel Reid, Chief Marketing Officer, Centerstone
Financial Management & Technology
Speakers: Dee DeWitt, Senior Associate, OPEN MINDS & Rick Rowley, Senior Associate, OPEN MINDS
Service Line Development
Speakers: Fawn Schott, President & Chief Executive Officer, Volunteers of America Eastern WA and Stephanie Jordan Brown, Consultant
Organizational Growth
Speaker: Dr. Lisa Lovelace, Founder & Chief Executive Officer, Synergy eTherapy (Synergy)
Value-Based Care
Stigma & Culture
Speaker: Courtney McKeon, Senior Vice President of the Shatterproof National Stigma Initiative
Service Line Development
Speaker: Vicki Staples, Director of Outpatient Behavioral Health Services, Valleywise Health
Organizational Growth
Speakers: David W. Covington, Chief Executive Officer & President, Recovery Innovations, Inc.
Strategic Planning
Speakers: Joe Naughton-Travers, Ed.M. Senior Associate, OPEN MINDS
Cybersecurity
Speakers: Dixie Casford, Chief Administrative Officer, Clinica Family Health and Wellness & Andrew Bronson, Senior Associate, OPEN MINDS
Digital Marketing
Speakers: Rob Hickernell, Executive Vice President, OPEN MINDS
Value-Based Care
Speakers: Dee DeWitt, Senior Associate, OPEN MINDS & Jodie Esper, Chief Financial Officer, Mainstay Life Services
Whole Person Care
Speakers: Deanne Cornette, Senior Associate, OPEN MINDS & Christy Dye, Senior Associate, OPEN MINDS
SUD Treatment
Speakers: Gary Tsai, MD, Director of the Substance Abuse Prevention and Control, Los Angeles County Department of Public Health
Mobile Crisis Management
Speakers: Ryan Mattson, Director of Social Services, Connections Montana
Performance Management
Speakers: Karin Jeffers, President & Chief Executive Officer & Jes Charette Fallon, Associate Vice President of Organizational Excellence, Clinical & Support Options
Revenue Cycle Management
Speakers: Dee DeWitt, Senior Associate, OPEN MINDS and Raymond Wolfe, J.D., Senior Associate, OPEN MINDS
SUD Treatment
Speakers: Lisa Kugler, Psy.D., Senior Vice President, Shatterproof Treatment Atlas
Service Line Development & Growth
Speakers: Paul W. Sobey MD, Chief Medical Officer & Elizabeth Loudon, Chief Clinical Officer for Corrections, RSG
Technology
Service Line Development & Criminal Justice
Speakers: Craig Johnson, Chief Operating Officer & Maria S. Panitsidis, Senior Therapist, Huther Doyle
Metrics-Based Care
Speakers: Stuart Buttlaire, Ph.D., MBA Regional Director of Behavioral Health and Addiction Medicine, Kaiser Permanente
Whole-Person Care
Speakers: Karen Carloni, Senior Associate, OPEN MINDS & Christy Dye, Senior Associate, OPEN MINDS
Financial Management & Workforce
Speakers: Dana Royse, Chief Financial Officer, New Vista & Dee DeWitt, Senior Associate, OPEN MINDS
Service Line Development & Social Services
Speakers: June Simmons, President & Chief Executive Officer, Partners In Care Foundation
Organizational Redesign
Speakers: Raymond Wolfe, J.D., Senior Associate, OPEN MINDS
Whole-Person Care
Speakers: Deanne Cornette, Senior Associate, OPEN MINDS & Christy Dye, Senior Associate, OPEN MINDS
Financial Management & Mergers
Speakers: Cari Guthrie, President & Chief Executive Officer, Cornerstone Montgomery & Dee DeWitt, Senior Associate, OPEN MINDS
Service Line Development
Speakers: Adam Roberts, President & Chief Executive Officer, Diversus Health
Financial Management & Strategy
Speakers: Karen Maziarz, Chief Financial and Strategy Officer & Toby Fritz, Chief Operating Officer, Youth & Family Alternatives
Data Management
Speakers: Parinda Khatri, Ph.D., Chief Executive Officer at Cherokee Health Systems
Financial Management & Strategy
Health Plan Partnerships
Workforce & Burnout
Speaker: Stuart Buttlaire, Ph.D., MBA Regional Director of Behavioral Health and Addiction Medicine, Kaiser Permanente
Leadership & Culture
Speaker: Will Jones, President & Chief Executive Officer, Thompson Child & Family Focus
Financial Management & Strategy
Speaker: Kent Dunlap, President & Chief Executive Officer, Stars Behavioral Health Group
Financial Management & Strategy
Speakers: Dee DeWitt, Senior Associate, OPEN MINDS
Data Exchange & CalAIM
Speakers: Richard Louis, III, OPEN MINDS Vice President West Region, Timi Leslie, Founder & President, BluePath Health and Founder, Connecting for Better Health & Anwar Zoueihid, Vice President of Long-Term Care Services & Supports, Partners In Care Foundation
Service Line Development
Speaker: Nina C. Aliprandi, Associate Executive Director, Maryville Academy
Medication-Assisted Treatment
Speaker: Dr. Dale Klatzker, President & Chief Executive Officer, Gaudenzia
Financial Management & Strategy
Speakers: Ken Carr, Senior Associate, OPEN MINDS & Dee DeWitt, Senior Associate, OPEN MINDS
Service Line Development
Speaker: Carin Fraioli, Vice President of Recovery Services, Gateway Rehab
Workforce P4P
Speaker: Ken Carr, Senior Associate, OPEN MINDS & Dee DeWitt, Senior Associate, OPEN MINDS
Health Plan Partnerships & CalAIM
Speakers: Dr. Veronica Kelley, LCSW, Chief, Mental Health and Recovery Services, Orange County Health Care Agency & Richard Louis, Vice President, Western Region, OPEN MINDS
Whole-Person Care
Speakers: Deanne Cornette & Christy Dye
Treatment Innovation & Payer Relationships
Speaker: Stacey Vaccaro & Hillary Holes DeFrancesco
Staff Training
Treatment Innovation
Funding Stream Management
Billing & CalAIM
Financial Management & Strategy
Strategic Planning & CalAIM
Treatment Innovation
Strategic Planning
Strategic Planning & CalAIM
Leadership & Culture
Financial Management & Strategy
Staff Recruitment & Retention
Leadership & Strategic Planning
Strategic Planning & Technology
Financial Management & Strategy
Treatment Innovation & Strategic Planning
Strategic Planning & CalAIM
Speakers: Dr. Stuart Buttlaire, Kevin DeWitt, & Richard Louis, III
Financial Management & Strategy
Treatment Innovation & Strategic Planning
Technology & Treatment Innovation
Speakers: Kathie Snell, Kirsten Anderson, Amber Olson, & Jason Washburn
Behavioral Health & Treatment Innovation
Speakers: Chris Ferry, Kate Peterson, & Tammy Margeson
Financial Assessment & Strategic Planning
Strategic Planning & Innovation
Substance Use Disorder & Innovation
Financial Assessment & Strategic Planning
Strategic Planning & CalAIM
Speakers: Jim Sorg, Ph.D. & Mary Parra, MPH, FACHE
Social Determinants of Health & Engagement
Technology & I/DD
Financial Assessment & Strategic Planning
Social Determinants of Health & Engagement
Speakers: Debra Curtin, Mark Boorse, Casey Fenoglio, & Haleh Van Vliet, M.D.
Strategic Planning & CalAIM
Financial Assessment & Strategic Planning
Speakers: Diane Gould, Danielle Dunn, Diana St. Cyr & Brenda Miele Soares
Engagement & Innovation
Technology
Financial Assessment, Strategic Planning, Technology
Leadership, Strategy & Service Line Development
Financial Assessment, Strategic Planning, Technology
Strategic Planning, Technology
Strategic Planning
Strategic Planning
Technology, I/DD
CalAIM Preparedness
Crisis Preparedness
Strategy & Service Line Development
Speakers: Karen Lindgren, Ph.D. & Judi London
Leadership & Strategy
Social Determinants of Health
Marketing
Financial Assessment
Engagement
Technology

View all past roundtables.