Agenda for 2025 Clearwater Beach, FL

11:00 - 1:00 pm EST (UTC-5) 

 COi In-Person Lunch Meeting (for COi Members only - RSVP REQUIRED)

Join your mhca peers and COi Leadership for a buffet lunch and an in-depth review of the COi Playbook. If you are a current COi member, you should have received an email from Lonnie Parizek with the link to RSVP for this event. If you didn’t get the email, but would like to attend, please email Lonnie at This email address is being protected from spambots. You need JavaScript enabled to view it. to see if there is still space.

 1:30 - 4:30 pm EST (UTC-5)

 Innovation Incubator
 Facilitated by:  Eleos Health

Return on Innovation: Working Out the ROI of AI for Your Organization

Presenters: Dror Zaide, Cofounder & GM, of Eleos Health; Samantha Fotovat, Director of Customer Success, of Eleos Health; and Felicia Jeffery LPC, CEO, of Gulf Coast Center

Running a successful behavioral health organization is no easy feat. Margins are thin, budgets are stretched, and there’s zero room for financial error. While many tech  platforms position themselves as both time and money savers, it can be tough to separate fluff from fact. If you’re wondering how a behavioral health AI solution will actually impact your organization’s bottom line, then this workshop is for you.

 5:00 - 6:30 pm EST (UTC-5) 

 Welcome Reception
 Sponsored by:  Genoa Healthcare  

 7:30 - 8:30 am EST (UTC-5)

 VIP Registration Station
 Sponsored by:  Forvis Mazars 

Get checked in a grab a delicious Mimosa to make the Annual Meeting much more fun!  :)

 7:30 - 8:30 am EST (UTC-5)

 8:30 - 10:00 am EST (UTC-5)

 Welcome & Annual Meeting

Our CEO and Board of Directors will provide an annual report to the membership and recognize outstanding members for their contributions to mhca’s success. 

• Dale E. Shreve MSW, President & CEO, mhca
• Kelly Phillips-Henry PsyD MBA, Chair
• James H. Stewart II MBA, Treasurer & Past Chair 
• C.J. Davis PsyD, Secretary

 Morning Break
 Sponsored by:  Oracle Health

 10:30 - Noon EST (UTC-5)

 General Session
 Sponsored by:  Martyn Family Foundation

The Future of Leadership 

Presenter: John Spence, Thought Leader & Leadership Development Expert

Leadership fundamentals like honesty, integrity, courage, and vision will always matter. But as the pace of change accelerates, mental healthcare leaders must evolve to  address emerging challenges such as rapid technological advancements, workforce shifts, and changing patient needs.

 Noon - 1:30 am EST (UTC-5) 

 Grab Lunch with a Few of Your mhca Peers

 Noon - 1:30 am EST (UTC-5)

 Orientation Lunch for New & Prospective mhca Member CEOs (by invitation only)
 Sponsored by:  INCITE Consulting Solutions

 1:30 - 3:00 pm EST (UTC-5)

 Breakout Sessions

How to be a Better Strategic Thinker 

Presenter: John Spence, Thought Leader & Leadership Development Expert 

The success of your strategic plan depends on the quality of thinking that goes into it. If flawed assumptions or faulty thinking drive your planning process, the results will  be equally weak, leading to poor execution and missed opportunities. That’s why a disciplined approach to strategic thinking is vital.

Vision to Execution: Driving Success Through Integrated Care and a Unified Platform 

Presenters: Amy Sargent, Senior Director of Integrated Health Operations, of Liberty Resources; Leah Phaneuf PhD, Clinical Director of Integrated Health Care, of Liberty Resources; and Javier Favela, VP of Solutions, Behavioral Health & FQHC/CHC, of NextGen Healthcare 

In a rapidly changing healthcare environment, aligning clinical excellence with financial sustainability is critical for longterm success. Liberty Resources has taken a leadership-driven  approach to achieving this balance through an integrated care model that unites behavioral health and primary care under one cohesive platform. Come explore the vision behind this transformation and how it was executed to deliver real-world results. Leaders will share the organization’s strategic journey and detail the operational strategies and challenges  encountered in executing the integrated care model. They will highlight how their collaborative task force overcame barriers to enhance care coordination, streamline processes, and improve outcomes. Attendees will leave with actionable insights on fostering integration within their organizations to achieve both clinical and financial goals

 Afternoon Break
 Sponsored by:  Moss Adams

 3:30 - 5:00 pm EST (UTC-5)

 Free Time

Enjoy the resort, mingle with your peers, or take a nap while we set up for an exciting 40th Anniversary Luau & Dale’s Retirement Party!

 Red Carpet Luau Reception
 Sponsored by:  MHRRG & Negley Associates

You’ll walk the red carpet for photo ops, be greeted by hula dancers with leis and enjoy Hawaiian-themed refreshments while the sun begins to set. 

 40th Anniversary Luau & Dale’s Retirement Party
 Sponsored by:  MHRRG & Negley Associates

Join us for a buffet dinner, a spectacular 30-minute floor show, and a Roast & Toast of our retiring leader Dale Shreve. After dinner, we will serve dessert outside while you enjoy a live  FIRE DANCE SHOW!

 7:30 - 8:30 am EST (UTC-5) 

 Registration & Continental Breakfast
 Sponsorship Available!

 General Session

How To Screw Up, Stress Out & Get Nothing Done!

Presenter: Steve Bedwell, Stand-up Comedian & Medical Doctor

To succeed, we need to understand why we sometimes fail. During his signature presentation, Dr. Steve offers a hilarious, highly interactive masterclass in missing the obvious, distressing yourself and procrastinating like a pro! You will learn Habit Hacking: A three-step process for avoiding burnout and responding to workplace (and personal) challenges more mindfully. Simple, science-smart tactics explained in such straightforward terms that you can put them to work immediately; powerful and time-efficient.

 10:00 - 10:30 am EST (UTC-5)

 Morning Break
 Sponsorship Available! 

 General Session

Planning for Retirement & Beyond 

 Noon - 1:30 pm EST (UTC-5)

 Grab Lunch with a Few of Your mhca Peers

 1:30 - 3:00 pm EST (UTC-5)

 General Session

Making Sense of a New President and a New Congress

Presenter: Charles S. Ingoglia MSW, President & CEO, of the National Council for Mental Wellbeing

Recent events like the COVID pandemic, the historic rise in deaths by overdose and the consistency of the suicide numbers in the USA have all contributed to heightened attention to, and investment in substance use prevention, treatment, recovery and harm reduction interventions and programs. This presentation will provide insight into the early days of a new administration and congress and that this may mean for our sector.

 3:00 - 3:30 pm EST (UTC-5)

 Afternoon Break
 Sponsorship Available!

 3:30 - 5:00 pm EST (UTC-5)

 Free Time

Time to connect with your mhca peers is the most valuable benefit of attending our conferences - take this time to gather with your friends old and new for some relaxation and conversation.

 3:30 - 5:00 pm EST (UTC-5)

 mhca Board of Directors Meeting
 Chair:  Kelly Phillips-Henry PsyD MBA

 5:00 - 6:00 pm EST (UTC-5)

 The After Party!
 Sponsorship Available!

Contact Gena ASAP to secure this opportunity to make a splash with mhca members and keep your brand top of mind all quarter.

All attendees and their travel companions are invited to join us for drinks and hors d’oeuvres.