SOLD OUT! June 4, 2018 - Sheraton New Orleans Hotel, New Orleans, Louisiana

Giving executives the strategies and tools needed to navigate and thrive in today’s changing intellectual and developmental disabilities (I/DD) landscape.

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Which business models are most likely to succeed given these turbulent times? What does a successful Intellectual and Developmental Disabilities (I/DD) service provider look like, in terms of size, leadership skills, management, financing, and technology? How do you plan for the unknown, and go beyond surviving to thriving? Today’s I/DD provider organizations and executive teams need to consider these questions in order to tackle the numerous challenges in the market and position for sustainability. One of the major challenges I/DD executives face is the changing way in which stakeholders across systems of care need to collaborate in this new arena. With the landscape morphing, stakeholders are forced to both think and work differently with Medicaid, managed care, payers, state workers, elected officials, and other partner organizations just to survive. In order to do this, executives need to understand the latest best practices in the evolving Medicaid managed care system and value-based payment market, as well as how to build a system that accurately measures performance in order to get paid. Organizations are also faced with the challenges of understanding the new financing options and meeting the increasingly demanding performance expectations of payers. Executives must prepare and understand how to evaluate if and when to consider a merger or acquisition, and what technology is needed to meet these new payer expectations in order to succeed in the ever changing value-based marketplace. The 2018 I/DD Executive Summit is designed to provide practical, cutting-edge ideas for executives, with a clear vision on how to continue to move their organization forward successfully, despite all the turbulence. This information-packed event will give your organization the strategies and tools you need to overcome the challenges of today’s changing marketplace.


CapGrow Partners


  • This summit was informative for anyone trying to navigate the changing policies that affect people with I/DD.
  • Thank you for organizing a fabulous opportunity for learning and networking with colleagues and leaders, all focused on creating a better future for our communities.
  • Relevant and timely information focused on taking action(s) NOW to prepare for the ongoing changes to the I/DD sector. Learning from the experiences of others while gaining insight into the reform of Medicaid and ‘the system’ was extremely valuable for our organization.
  • It was refreshing to hear from people that were determined to cause action and solve problems instead of those who only vented their hardships without proposing any solutions.
  • It was rare to attend an event where leadership was so engaged and encouraged to speak with their peers.

Last year's I/DD Executive Summits held in Clearwater, FL, and Long Beach, CA, sold out. Don't miss your chance to attend the only one this year!


8:00 am

Registration & Networking Breakfast

9:00 am

Welcome & Opening Remarks


9:15 am

Managed Care & The I/DD Population: The Health Plan Perspective On The Strategic Challenges & Partnership Opportunities In A New Market

Over the past few years, we’ve seen the slow emergence of value-based contracting initiatives between payers and intellectual/developmental disabilities (I/DD) provider organizations. With this shift, there are many potential challenges on the horizon, and strategically navigating the road to value-based reimbursement is complex – for both provider organizations and health plans. As this market transition expands, the key question is how provider organization executives can partner with health plans to manage this disruption and position their organization to be sustainable. To answer this question, Olivia J. Garland, Ph.D., Vice President State Consulting and Solutions Architecture for Individuals with Intellectual & Developmental Disabilities, and Lilli Correll Vice President, Product Development and Solution Design of Optum will open the summit by sharing the health plan perspective on this transition to managed care and discussing the challenges and opportunities for provider organizations.

  • Olivia J. Garland, Ph.D.
    Vice President State Consulting and Solutions Architecture for Individuals with Intellectual & Developmental Disabilities
    Optum Government Solutions
  • Lilli Correll
    Vice President, Product Development and Solution Design
    Optum Behavioral Health
10:30 am

Refresh & Recharge Break

Hosted by Therap Services

Sponsored by

10:45 am

Finding A Competitive Advantage Through Strategic Financing: How Private Equity, Strategic Partnerships, & Mergers & Acquisitions Can Propel Your Operations To New Heights

Town Hall Panel Discussion Hosted By VERTESS

Sponsored by

A key challenge for organizations in the I/DD market is how to get the scale needed to provide services at a competitive market rate. But growing an organization takes capital—to expand geographically, build new service lines, enhance staff and technology infrastructure, and more. There are many new financing models available for provider organizations as they look to building a strategy for sustainability in a shifting market – ranging from private equity investments, to organizational collaborations. In the past few years this has changed with a growing number of sophisticated investors entering the I/DD marketplace, ranging from roll-ups of outpatient clinics to the purchase of long-term residential supports. This interactive discussion panel will include:

• Review of potential opportunities and risks of new financing models, including merging with other organizations or investing for growth
• Perspectives on emerging buyer trends and what drives investor valuations
• Discussion of the future direction of financing in the I/DD marketplace

12:15 pm

Networking Lunch

Hosted By Ukeru

Sponsored by

1:30 pm

The Shifting I/DD Marketplace: The Implications Of Moving From Fee-For-Service To Managed Care & Value-Based Reimbursement

Town Hall Panel Discussion Session

The transition to managed care has been speeding up in the I/DD market recently. In many state Medicaid systems, the I/DD population is being shifted into managed care models for long-term services and supports (LTSS) and other services. This transition requires organizations serving I/DD consumers to build a new business model for continued organizational sustainability and to develop new competencies for working with health plans – including managing data and performance, marketing and contracting functions, revenue cycle management, and new service line development capabilities. In this discussion session, our panel will cover:

• The challenges of shifting to capitated and value-based financing models in the I/DD market
• Best practices in building new competencies to master the shift to managed care
• Case study examples of organization that are successfully navigating the move to managed care

3:00 pm

Happy Hour Intro!

Hosted By Arlington Heritage Group

Sponsored by

3:30 pm

The I/DD Service Landscape: An Executive Briefing & Market Discussion

Executives of I/DD provider organizations are facing many new challenges as we look to the future: new financing and service delivery models, changing consumer preferences, shifting payer expectations, new competitors, and disruptive technology innovations. But each of these market trends are leading towards the same market strategy – a system that is focused on self-determination, community participation, development of life sharing and supported living options, and improved integration of physical, behavioral, and long-term support services. In this can’t-miss keynote address, OPEN MINDS CEO Monica Oss will cover the trends and innovations shaping the I/DD service landscape; discuss the essential competencies and capabilities executive teams need to thrive in the changing market; and review the key strategic issues and new opportunities for provider organizations in this time of uncertainty.


  • Monica E. Oss
    Monica E. Oss
    Chief Executive Officer & Senior Associate
4:30 pm

Networking Reception


Until the next I/DD event begins in New Orleans 2018.


Sheraton New Orleans Hotel

500 Canal St, New Orleans, Louisiana 70130

Reserve your room at the event hotel by May 14, 2018 and mention OPEN MINDS to get the discounted group rate of $205/night!

Reserve by phone at 504-525-2500 or 888-627-7033

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Stay a little longer for...

June 5-6, 2018 - The Sheraton (French Quarter), New Orleans, Louisiana

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