Across the nation, the need for behavioral health services is increasing faster than ever before. Yet most communities face resource funding gaps and a lack of traditional safety net services that are necessary for crisis stabilization and treatment. As a result, forward-thinking healthcare organizations are forging innovative new care models to address the onslaught of mental health and substance use issues and develop comprehensive systems of care to improve treatment and speed patient recovery.

Meet peers who are reshaping the industry at InfoSource Events’ 2nd Annual Behavioral Health Business Summit, co-hosted with Carolinas Healthcare System, April 6 &7, 2017, in Charlotte, North Carolina. You will hear fascinating talks from America’s leading healthcare organizations and learn practical tools to help your organization better serve patients, while improving operational and financial goals.

REGISTER TODAY for the best business-focused behavioral health event of the year! Learn what you are doing well, where others are doing better, and how to implement the building blocks needed to have a successful program that gives you a competitive and clinical advantage. Be a part of the dialogue. Join us!


Participants will have a chance to attend an exclusive site tour of Carolinas Healthcare System’s state-of-the-art Behavioral Health Facility. Limited Space.


Keynote & Conference Chairperson

Cheryl Dodds, MD, Medical Director, Carolinas Heathcare System, Charlotte, NC

Chuck Taylor, Senior Vice President, Employer and Federal Operations, Beacon Health Options, Boston, MA

David Martucci, Director of Psychiatric Services, Sinai Hospital, Chicago, IL

Howard Gershon, MD, FACHE, Principal, New Heights Group, Santa Fe, NM

Martha Whitecotton, RN, MSN, FACHE, SVP Behavioral Health Services, Carolinas Healthcare System, Charlotte, NC

Katie Kaney, DrPH, MBA, FACHE, SVP, Administration, Carolinas Healthcare System, Charlotte, NC

Tony Melaragno, MD, VP, Director, Behavioral Health and Oncology Services, Legacy Health, Portland, OR

Margie Balfour, MD, PhD, Chief Clinical Officer, Crisis Response Center, Connections Southern AZ, Tucson, AZ

Nicole Aho, MD, Medical Director, Brain Stimulation Services, Carolinas Healthcare System, Charlotte, NC

Joseph A. Miller, PhD, FACHE, VP, Neuroscience, Behavioral Health, Orthopedics & Rehabilitation Medicine, Meridian Health, Clinical Instructor, Department of Psychiatry, Rutgers University, Robert Wood Johnson Medical School, New Brunswick, NJ

Gail Ryder, Vice President, Behavioral Health Services, BayCare Health System, Clearwater, FL

Jane A. Keeports, MBA, Administrator, Behavioral Health Service Line, Presbyterian Healthcare Services Albuquerque, New Mexico Area

Laura Sacco, LMHC, Intensive Case Manager, Beacon Health Options, Boston, MA

Manuel A. Castro, MD, Medical Director, Behavioral Health Integration; Assistant Medical Director, Outpatient Medication Services, Carolinas HealthCare System, Charlotte, NC

Rich Paul, Senior Vice President, Employer Strategy and Development, Beacon Health Options, Boston, MA

Todd Rudsenske, Managing Director, Cain Brothers & Company, LLC, New York, NY

Theodore Michalke ,Senior Manager, ECG Management Consultants, Chicago, IL

Tracey Kaly, LMHC, Director of Ambulatory Clinical Operations, BayCare Behavioral Health Children’s Treatment Center, New Port Richey, FL

 KEY TOPICS FOR DISCUSSION (Subject to change)

The business case for Behavioral Health

Lessons learned, pitfalls, challenges in behavioral health program development

Effectively managing and differentiating service lines in the face of declining reimbursement and other industry pressures

Key strategies to improve quality and decrease cost

The role of Behavioral Health in accountable care organizations

Incorporating staff, community and law enforcement education and training

Redeveloping your workforce to overcome the shortage of qualified mental health professionals

Implementing technology solutions such as BH navigation and electronic health records

The growing importance of tele-health and virtual visits in behavioral health services

Strategies to maintain financial viability and operational sustainability

Examining behavioral health costs, utilization, and population trends

Setting up & managing urgent care, crisis centers and other care models to reduce ED visits and patient boarding

Optimizing consultation and liaison models

Exploring the impact of regulatory and clinical advances on the future delivery of BH services

Implementing new approaches for integrating BH services into a comprehensive system of care

And many more critical topics!


This conference is designed for administrators, VPs, Directors, Nurse Executives, Medical Directors, Health Navigators from hospitals, health systems, medical groups, academic medical centers, and community hospitals, with responsibilities including but not limited to:

  • Behavioral Health
  • Care Coordination / Integration
  • Case/Care Management and Utilization
  • Clinical Outcomes and Management
  • Clinical and Quality Improvement
  • Community Services
  • Practice Management
  • Primary Care Behavioral Health
  • Mental Health
  • Medical Affairs
  • Medical Management
  • Patient Relations / Client Services


  • Attend an exclusive site tour of Carolinas Healthcare System’s Behavioral Health Facility (limited)
  • Network with your colleagues and find out what others are doing to improve quality of care
  • Hear proven strategies that you can implement at your organization right away
  • Find innovative solutions to your challenges and share your experiences through round table discussions, pre-scheduled one-on-one meetings and free-flowing networking events
  • Learn from industry experts on how you can implement a comprehensive approach to the business of BH services, gain competitive advantage and take your program to the next level


Thursday, April 6
7:15am- 8:15am Registration & Breakfast & Networking
8:30am – 12:00pm Sessions
12:00pm- 1:00pm Lunch
1pm – 3pm Sessions
3:30pm - 5pm Carolinas Healthcare System Site Tour
Friday, April 7
7:15am- 8:15am Breakfast & Networking
8:30am – 12:00pm Sessions
12pm- 1pm Lunch
1pm – 2:45pm Sessions
2:45pm Close of Conference


Register by February 24th

After February 24th

*Group Discounts: When 2 people sign up from the same institution, 3rd person’s registration fee will be waived.


Charlotte Marriott SouthPark
2200 Rexford Road Charlotte ,NC 28211
P: 704 364 8220

*InfoSource Events reserved a very limited number of rooms for our conference attendees.

Group Rate: $199 per night (plus applicable taxes)

**To make reservations with the discounted group rate, please call Central Reservations (866-329-1045), and reference “InfoSource Event Behavioral Health Meeting” arriving on April 5th

Room cut off date: March 17, 2017



1) Online: Register
2) Telephone: 312 224 98 00
3) E- mail: info@infosourceevents.com


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