These presentations were delivered on September 21, 2018, at the 2018
OPEN MINDS Executive Leadership Retreat. This summit provided insight, guidance, and tools to be successful in navigating the processes of mergers, acquisitions, and affiliations.
The following list includes the presentations given at this summit, along with those who presented:
Merger, Acquisition, & Affiliations (MA&A) Activity In The Health & Human Service Space – A Look At The Trends
- David C. Guth, Jr., Chief Executive Officer, Centerstone
- Monica E. Oss, Chief Executive Officer, OPEN MINDS
The Challenges (& Opportunities) Of Non-Profit Affiliations: The Centerstone Case Study
- David C. Guth, Jr., Chief Executive Officer, Centerstone
- John Markley, MBA, Chief Executive Officer, Centerstone Illinois
- Wayne Easterwood, Chief Information Officer, Centerstone
- Debbie Cagle, Chief Marketing Officer, Centerstone
- Steve Holman, Chief Financial Officer, Centerstone
Finding The Right Organization For Your Merger, Acquisition Or Affiliation
- Monica E. Oss, Chief Executive Officer, OPEN MINDS
- Craig Albers, RN, MSN, MBA, President & Chief Operation Officer, Mercy Health St. Charles Hospital
- Frank Baumann, Chief Operating Officer, BayMark
The MA&A Evaluation Process – Due Diligence, Financial Projections, & Valuation
- David C. Guth, Jr., Chief Executive Officer, Centerstone
- Jonathan G. Morphett, Managing Director, Head of Investment Banking, Avondale Partners, LLC
- Amanda Verner Thompson, Senior Vice President, Raymond James Healthcare Finance
Making The MA&A Happen – Negotiation, Contracts, Closing, & MA&A Implementation Planning
- Monica E. Oss, Chief Executive Officer, OPEN MINDS
- Gary D. Nettis, Jr., Vice President, Corporate Development, Caregiver, Inc.
- Vasanta B. Pundarika, Senior Vice President, Raymond James Healthcare
The Future Of Non-Profit MA&A: The Future View
- David C. Guth, Jr., Chief Executive Officer, Centerstone
- Monica E. Oss, Chief Executive Officer, OPEN MINDS