Agenda

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Mon Mar 29

3:00 - 5:00 PM (CDT)

Registration Open

Monday, March 29 3:00–5:00 PM
Room Tennessee Foyer

5:00 - 6:00 PM (CDT)

Open Meeting

Monday, March 29 5:00–6:00 PM

Tue Mar 30

8:00 - 5:00 PM (CDT)

Registration Open

Tuesday, March 30 8:00–5:00 PM
Room Tennessee Foyer

8:30 - 9:00 AM (CDT)

Networking Breakfast

Tuesday, March 30 8:30–9:00 AM

9:00 - 9:45 AM (CDT)

Beyond Adoption: What’s Ahead for Behavioral Health AI in the Next 12 Months

Session Description: Behavioral health leaders have moved beyond asking whether they should use AI. The focus now is on what comes next. This opening keynote will examine the technologies, market forces, regulatory pressures, and organizational shifts most likely to shape behavioral health AI over the next 12 months. Attendees will gain a forward-looking perspective on where AI is creating measurable clinical, financial, and workforce value, where expectations may be outpacing results, and which emerging developments leaders should be watching closely.

Presenter

Tuesday, March 30 9:00–9:45 AM
Room Tennessee Ballroom
Faculty

Michael Genovese

M.D., J.D
Chief Medical Officer
Behavioral Health, Access TeleCare

Michael Genovese, M.D., J.D., is a physician and attorney specializing in psychiatry and addiction medicine. As Chief Medical Officer of Behavioral Health Dr. Genovese provides clinical leadership for Access TeleCare’s behavioral health services ensuring optimal health outcomes are achieved for patients through timely access to world-class telePsychiatry. He works closely with our hospital and health system partners to develop tech-enabled solutions that deliver dependable psychiatric care that they can count on. He previously served as Chief Medical Officer at Acadia Healthcare and co-founded Long Island Mind and Body in New York. Board-certified in psychiatry, Dr. Genovese completed his residency at the University of Connecticut and a fellowship at NYU/North Shore University Hospital. He holds a Juris Doctor from the University of Pittsburgh and is a member of the New York Bar.

9:45 - 10:30 AM (CDT)

Networking Break

Tuesday, March 30 9:45–10:30 AM

10:45 - 11:30 AM (CDT)

Agentic AI Changes the Equation: Measuring Value When Technology Begins to Act

Session Description: AI is beginning to evolve beyond generating information and recommendations toward systems that can take action, complete multistep tasks, and coordinate work across organizational workflows. While many behavioral health organizations are still early in exploring agentic AI, the capabilities now being developed could reshape areas such as scheduling, intake, insurance verification, billing, patient communications, and administrative operations. This session will examine what agentic AI is, where the technology is heading, which emerging use cases behavioral health leaders should have on their radar, and how to think about value as these systems become more capable. Panelists will also discuss where human review, permissions, and escalation will remain essential, and what greater AI autonomy could mean for efficiency, oversight, workforce roles, and care delivery.

Panelist

Tuesday, March 30 10:45–11:30 AM
Room Tennessee Ballroom
Faculty

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Faculty

Kelly Epperson

J.D.
President of Rosecrance Management Group and Chief Operating Officer
Rosecrance Behavioral Health

Kelly J. Epperson is President of Rosecrance Management Group and Chief Operating Officer at Rosecrance Behavioral Health. Epperson joined Rosecrance in 2015 and is responsible for overseeing the management group functions that support Rosecrance’s clinical operations, including legal, compliance, information technology, data analytics, public policy, grant management, accreditation and licensing, strategic planning, and performance improvement.

As General Counsel, Epperson provides legal leadership across Rosecrance and its affiliates, including advising on corporate governance, mergers and acquisitions, regulatory compliance, and complex legal issues affecting behavioral healthcare providers. Her work also includes public policy advocacy at the state and federal levels to advance access to behavioral health services.

As Chief Operating Officer and President of Rosecrance Management Group, Epperson leads a multidisciplinary team focused on building scalable systems, strengthening infrastructure, and improving organizational effectiveness to support Rosecrance’s mission and continued growth.

11:35 - 12:15 PM (CDT)

From Content Generator to Growth Engine: Proving AI’s Value in Marketing

Session Description: AI can generate content in seconds, but more activity does not necessarily translate into growth. This session will examine how behavioral health organizations are using AI to improve market intelligence, referral development, patient acquisition, speed to contact, conversion, admissions, and revenue. Panelists will explore which applications are producing measurable results, how organizations can connect marketing activity to business outcomes, and which metrics help distinguish genuine growth from increased volume without meaningful return.

Panelist

Tuesday, March 30 11:35–12:15 PM
Room Tennessee Ballroom
Faculty

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Faculty

Riley Osborne

Chief Growth Officer
Recovery Unplugged

Riley Osborne is a behavioral healthcare executive, founder and operator who has spent his career building organizations, developing leaders and challenging the way people access and experience care.

As Chief Growth Officer of Recovery Unplugged, Riley has helped scale the organization from fewer than 200 employees to more than 660, added four states and five brick-and-mortar facilities to its portfolio, and helped lead its evolution from an addiction treatment provider into a behavioral healthcare organization through the addition of mental health services. He has directly hired, mentored or developed more than 50 leaders across the organization.
His perspective spans treatment operations, mental health, psychiatry, technology and AI, but the work has always been personal. Riley entered recovery at 19 and has spent his adult life trying to multiply the second chance he was given. That mission also led him to found Sober Sessions, a nonprofit that has reached more than 100,000 people through music and live experiences.

Riley believes great operators build leaders who build leaders, creating impact far beyond what any one person could accomplish alone.

Faculty

Bob Poznanovich

Principal Advisor
Poznanovich.Health

Bob Poznanovich is a behavioral-health executive, author, advisor, and operating strategist with more than two decades of experience leading from inside behavioral-health organizations. He is known for helping organizations accelerate growth, improve performance, and expand access by integrating strategy, operations, marketing, and innovation.

Bob also brings extensive executive experience in technology. This intersection of behavioral health and technology gives him a distinctive perspective on how organizations can align care delivery, business performance, and modern technology to produce measurable results.

Central to Bob’s work is the Psychological Patient Journey—the emotional and motivational path a person travels from recognizing the need for help through seeking, selecting, entering, and remaining engaged in care. He explores how marketing and AI can help organizations understand consumer intent, reduce barriers, and deliver the right message and support at the right moment—while preserving the trust, empathy, and human connection essential to recovery.

Bob is the creator and author of The Delta System™, a governance framework developed through more than two decades of behavioral-health leadership and refined through sixteen years of field application. He is also co-author of It’s Not Okay to Be a Cannibal: How to Stop Addiction from Eating Your Family Alive.

Through advisory work, authorship, and executive leadership, Bob helps behavioral-health organizations and innovators build the operating systems required for sustainable growth, expanded access, and stronger patient engagement.

12:15 - 12:45 PM (CDT)

Networking Lunch

Tuesday, March 30 12:15–12:45 PM

1:00 - 1:45 PM (CDT)

After the Note Is Written: The Real-World Consequences of AI Clinical Documentation

Session Description: Ambient documentation and AI-assisted note-taking have become some of the most widely adopted clinical AI applications, but time savings are only part of the story. This session will examine how AI-generated notes affect documentation quality, clinical judgment, medical necessity, coding, audits, patient trust, clinician workload, and regulatory risk. Panelists will discuss what organizations are measuring, whether these tools are reducing after-hours work and improving consistency, and which capabilities may be creating more review burden or risk than value. The discussion will also consider behavioral health-specific privacy requirements, including the implications of 42 CFR Part 2 for AI tools that touch SUD records and clinical information.

Panelist

Tuesday, March 30 1:00–1:45 PM
Room Tennessee Ballroom
Faculty

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Faculty

Jessica Crain

Co-Founder and Chief Operating Officer
Mindful Therapy Group

Jessica Crain is Co-Founder and Chief Operating Officer of Mindful Therapy Group, where she leads the company’s operational strategy and multi-state growth across seven states. Over the past fifteen years, she has helped build one of the nation's largest provider-centered behavioral health platforms, scaling a complex organization that supports more than 2,500 clinicians and approximately 1.5 million client appointments annually across 22 clinical locations. Jessica’s work sits at the intersection of healthcare delivery, operations, and system design. With a background as a Registered Nurse at the University of Washington Medical Center, she brings a deep understanding of frontline clinical care to her operational leadership.

2:00 - 2:45 PM (CDT)

The 2027 AI Investment Debate: Upgrade, Consolidate, Build, or Wait?

Session Description: As behavioral health organizations add more AI capabilities, deciding where to direct the next investment dollar is becoming harder—not easier. This roundtable session will examine when leaders should deepen an existing investment, consolidate overlapping platforms, build a targeted solution internally, replace an underperforming tool, or wait for the market to mature. Participants will discuss speed to value, evidence, integration requirements, internal talent, long-term flexibility, and cost—while considering how these decisions differ for small and mid-size operators that may not have enterprise-level budgets or technology teams.- manage expenses.

Panelist

Tuesday, March 30 2:00–2:45 PM
Faculty

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When AI Joins the Team: Rethinking Roles, Skills, and the Behavioral Health Workforce

Session Description: As AI takes on more administrative, operational, and clinical-support work, behavioral health organizations are beginning to face a different question: how should the workforce change alongside the technology? This roundtable will explore which roles and skills may become more valuable, where responsibilities may shift, and what new expectations AI creates for frontline staff, clinicians, managers, and executive leaders. Participants will discuss staff adoption and anxiety, AI literacy, training and supervision, recruitment, and how organizations can capture efficiencies without losing the human connection at the center of behavioral health care. The conversation will also consider whether organizations have the right talent and leadership capabilities in place for the next phase of AI.

Panelist

Tuesday, March 30 2:00–2:45 PM
Faculty

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2:45 - 3:15 PM (CDT)

Networking Break

Tuesday, March 30 2:45–3:15 PM

3:15 - 4:30 PM (CDT)

Algorithm Versus Algorithm: When Provider AI Meets Payer AI

Session Description: Providers are beginning to use AI to support documentation, coding, prior authorization, claims, and appeals, while payers are also expanding their use of algorithms to evaluate medical necessity, utilization, and reimbursement. This session will examine how these evolving technologies may influence denials, audit exposure, documentation expectations, and the balance of power between providers and payers. Panelists will discuss what behavioral health organizations should be watching as both provider- and payer-side AI becomes more sophisticated, where new efficiencies or risks may emerge, and how organizations can protect reimbursement performance and sensitive patient information as more data moves through automated workflows.

Panelist

Tuesday, March 30 3:15–4:30 PM
Room Tennessee Ballroom
Faculty

Watch Here for Additional Panelists .

4:30 - 5:30 PM (CDT)

Welcome Networking Reception

Tuesday, March 30 4:30–5:30 PM

Wed Mar 31

8:00 - 12:00 PM (CDT)

Registration Open

Wednesday, March 31 8:00–12:00 PM
Room Tennessee Foyer

8:30 - 9:00 AM (CDT)

Networking Breakfast

Wednesday, March 31 8:30–9:00 AM

9:15 - 10:15 AM (CDT)

The Human Variable: Leading Behavioral Health Through the Next Era of AI

Session Description: As artificial intelligence becomes more deeply embedded in behavioral health organizations, the greatest challenges may have less to do with the technology itself and more to do with the people expected to work alongside it. This keynote will explore how AI is changing roles, decision-making, leadership expectations, and organizational culture across behavioral health and addiction treatment. Attendees will examine what it takes to build trust, develop AI-ready teams, reduce resistance and anxiety, and create systems in which technology strengthens rather than erodes human judgment and connection. The session will challenge leaders to think beyond implementation and consider how their workforce, management practices, and organizational design must evolve as AI becomes a more permanent part of care delivery and operations.
Wednesday, March 31 9:15–10:15 AM
Room Tennessee Ballroom

10:15 - 11:00 AM (CDT)

Networking Break

Wednesday, March 31 10:15–11:00 AM

11:00 - 11:45 AM (CDT)

When Patients Turn to AI: What Happens When Chatbots Enter the Care Journey?

Session Description: Patients are already using general-purpose chatbots and AI companions for emotional support, advice, self-assessment, and crisis-related conversations outside the formal care setting. This session will explore how those interactions are influencing treatment, disclosure, patient expectations, clinical risk, and the therapeutic relationship. Panelists will examine why some patients may be more open with AI than with a clinician, whether those insights can be used to strengthen human care, and where chatbot use creates serious safety, ethical, regulatory, or liability concerns. The discussion will also address how behavioral health professionals can preserve human connection as AI becomes more present in the patient journey.

Panelist

Wednesday, March 31 11:00–11:45 AM
Room Tennessee Ballroom
Faculty

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Faculty

Derek Crain

LICSW, DCSW
Co-Founder and CEO
Mindful Therapy Group

Derek Crain, LICSW, DCSW, is Co-Founder and CEO of Mindful Therapy Group, one of the largest outpatient mental health networks in the U.S., supporting more than 2,500 clinicians across seven states. A clinician-turned-entrepreneur with over 30 years of experience, Derek has led innovations including a multi-state associate supervision program, a national psychiatric NP mentorship initiative, and Medicaid-integrated care pathways. He also serves as a Clinical Assistant Professor at the University of Washington School of Social Work and School of Nursing.

Faculty

Jessica Jackson

Licensed Psychologist
CEO/Founder
Therapy Is For Everyone Psychological & Consultation Services, PLLC

Dr. Jessica Jackson is a licensed psychologist, consultant, and nationally recognized speaker helping organizations navigate emerging challenges and make thoughtful decisions about the future of mental health. Through her private practice, Therapy Is For Everyone Psychological & Consultation Services, she advises healthcare organizations, professional associations, startups, and investors on responsible innovation, mental health strategy, and equitable implementation. Dr. Jackson is known for translating complex topics into practical, engaging insights that help clinicians, executives, and policymakers prepare for what's next in mental health.

With more than 15 years of experience spanning hospitals, nonprofits, startups, academia, and the United Nations, Dr. Jackson has built a career at the intersection of clinical care, technology, and systems change. A former assistant professor of psychiatry, she specializes in advancing equitable, evidence-based approaches to digital mental health, neuroscience innovation, and emerging models of care. She previously served as Chair of the American Psychological Association's Mental Health Technology Advisory Committee and as a member of the FDA's inaugural Digital Health Advisory Committee, where she helped shape national conversations on responsible health technology. Whether speaking to clinicians, industry leaders, or policymakers, Dr. Jackson brings a practical, future-focused perspective that helps audiences understand complex issues, identify opportunities, and lead innovation responsibly.

11:45 - 12:15 PM (CDT)

Lunch Networking Break

Wednesday, March 31 11:45–12:15 PM

12:15 - 1:45 PM (CDT)

Managing AI Costs: Pricing, Consumption, and Vendor Dependence

Session Description: AI costs can extend far beyond a traditional software license, with pricing tied to users, notes, encounters, tasks, API calls, storage, model tiers, and overall consumption. In this interactive workshop, attendees will compare different pricing structures, identify hidden costs, evaluate premium capabilities, and examine the risks of duplicate tools and vendor lock-in. The session will also address how to assess vendor credibility, what questions organizations should ask before making a long-term commitment, and when higher-cost capabilities actually justify the added expense. The workshop will also include a live demonstration of a no-subscription alternative: running a private AI model locally on a standard laptop. Attendees will see where local AI may be able to support everyday administrative work without sending data to an external cloud environment, where it may fall short, and what privacy, security, and compliance safeguards organizations still need to evaluate before using it with sensitive behavioral health information, including considerations under HIPAA and 42 CFR Part 2. Participants will leave better prepared to determine where to invest, where to scale back, what they may be paying for without measurable value, and when lower-cost or locally deployed alternatives may make sense for their organization.

Presenter

Wednesday, March 31 12:15–1:45 PM
Room Tennessee Ballroom
Faculty

Steven Donai

MS
Founder and CEO
Growth Sherpa Consulting

Steve Donai is the Founder and CEO of Growth Sherpa Consulting, a behavioral health growth advisory firm focused on helping treatment organizations improve performance through better alignment of marketing, admissions, business development, operations, and the technology systems that connect them. Over his career in behavioral healthcare, Steve has supported more than $300 million in revenue and 20,000+ admissions for treatment providers. His work combines strategic leadership with hands-on experience building growth systems, strengthening referral relationships, improving patient acquisition, and helping organizations make more informed decisions about where to invest their resources. Known for a practical, data-informed approach, he partners with CEOs and leadership teams to build scalable, ethical growth strategies that connect more people with the care they need. His insights on sales leadership and team alignment have been featured in Forbes as part of its Business Development Council. Steve also explores practical applications of AI and automation that improve efficiency, reduce costs, and support sustainable growth without losing sight of the human relationships at the heart of treatment.

1:45 - 2:30 PM (CDT)

Prove It in Practice: What Should Behavioral Health Expand, Prune, or Abandon?

Session Description: By 2027, simply having AI in place will no longer be enough. Behavioral health organizations should be able to show what is working, what is producing measurable clinical, financial, and workforce value, and what is adding unnecessary cost or complexity. In this candid closing forum, faculty and attendees will examine which AI applications deserve greater investment, which require modification, and which may be ready to leave behind. The discussion will also look ahead to the emerging technologies, workforce pressures, regulatory changes, and market forces that could alter today’s definition of what “working” means.

Panelist

Wednesday, March 31 1:45–2:30 PM
Room Tennessee Ballroom
Faculty

Watch Here for Additional Panelists .

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