Dexter W. Braff, MBA, President, Braff Group
Dexter has more than 25 years of experience in health care mergers and acquisitions. Prior to forming The Braff Group in 1998, he was an associate and senior appraiser with Telesis Mergers & Acquisitions. He also served as regional Director of Finance for Foster Medical Corporation. Dexter has written numerous feature articles on merger and acquisitions and finance and has authored the chapter on Home Health Care Valuation in the Handbook of Business Valuation published by John Wiley & Sons. Additionally, Dexter is a frequent speaker at major industry conferences and webinars. Dexter holds an MBA from the University of Pittsburgh and received the Vincent W. Lanfear Award for academic achievement.
Trey Carter, Founder, CEO, Summit BHC
Trey Carter is a founder and the Chief Executive Officer of Summit BHC. Mr. Carter was formerly the CEO of Acadia Healthcare and has spent over 18 years in the behavioral healthcare industry. Prior to joining Acadia, Mr. Carter held various executive level positions with Universal Health Services, Charter Behavioral Health System and Tanner Behavioral Health.
Deni Carise, PhD, Chief Clinical Officer, Recovery Centers of America; Adjunct Clinical Professor, University of Pennsylvania
Dr. Carise, a Clinical Psychologist, is Chief Clinical Officer at Recovery Centers of America. She is also an Adjunct Clinical Professor at the University of Pennsylvania in the Department of Psychiatry. Prior to coming to Recovery Centers of America, she was Deputy Clinical Director at CRC Health Corp. She completed a 3-year contract as Chief Clinical Officer at Phoenix House Foundation prior to joining CRC, and before her contract with Phoenix House she was the Director of the Treatment Systems Research Section at the Philadelphia-based Treatment Research Institute (TRI) where she had been employed since 1994.
Dr. Carise has published in numerous peer-reviewed and professional journals and has presented over 150 lectures by invitation (approximately 35 internationally) in the past 15 years. She has also been featured in segments of Nightline, Fox News, ABC, CBS and NBC evening news, New York news and many Federally-funded Web-casts and has also been quoted in popular newsprint media such as US News and World Report, Fox News, Alcohol and Drug Abuse Weekly, NIDA Notes and others.
Bob Ferguson, Founder, Jaywalker Lodge
Prior to opening Jaywalker Lodge on April 14, 2005, founder Bob Ferguson served for over 10 years in senior management and business development positions at three of the premier residential programs in the addiction treatment field:
- Hazelden Foundation (1995 – 2001)
- Crossroads Antigua (2001 – 2003)
- Promises Malibu (2003 – 2004)
In his role as Founder, Bob oversees Jaywalker’s Chief Executive Officer, Dirk Eldredge. Bob continues to remain active in the Roaring Fork River Valley community, where he serves of the Board of Directors of the following organizations:; The Valley Partnership for Drug Prevention; Colorado Advocates for Recovery; The Right Door; and Aspen Jr. Lacrosse
Daniel J. Gemp, President, CEO, Dreamscape Marketing
Daniel Gemp has been the President and CEO of Dreamscape Marketing since its founding in 2005. While at Dreamscape, Dan has originated custom strategies for the effective implementation of internet and search marketing as well as social/mobile advertising campaigns. He maintains consultative focus on extremely efficient and proprietary search engine optimization techniques focused on Return-On-Investment driven methodologies and metrics. A graduate of Villanova University’s school of business, Dan applies financial modeling and international experience to Dreamscape’s campaigns to consult partners on a cost-per-action model. Dreamscape engineers and develops custom solutions for small to large treatment centers and recovery service providers with targeted research, products, and content-centric campaigns that result in new revenue streams, increased brand awareness, implementation of new lead development systems, and direct sales activation. With the rise of the burgeoning mobile web/app market, Dan has also positioned Dreamscape as a thought leader on system design and mobile
Josh Lannon, Founder/CEO, Warriors Heart
Described as “a driven person with out of the box insights,” Josh Lannon has successfully built and operated Journey Healing Centers, a private drug and alcohol treatment center. JHC grew to six locations with 100 team members and in late 2013, Elements Behavioral Health, a leading nationwide provider, acquired JHC. When exiting JHC, the Lannon's (he and his wife) maintained the real estate and leased the properties back to EBH. Lannon will candidly speak about what worked and what he would do differently. Their next project is called Warriors Heart. The first private, fully licensed and dedicated 40 bed residential treatment center on 543 acre ranch, healing our nation’s heroes. The focus is on serving the men and women who are our Veterans, Military, Law Enforcement, Firefighters, Medical First Responders and other Warriors.
Real Estate can be a huge asset to your treatment center portfolio. From asset protection, tax savings and exit, this is one speaker you don't want to miss.
Dave Johnson , President, Behavioral Health Division, Alanco Behavioral Health
Dave Johnson is a seasoned and experienced Treatment professional having spent 20 years as an owner, operator and senior executive in Behavioral Health organizations. He is a popular national speaker and recognized as an Industry expert in young adult Addiction Treatment. In addition, Mr. Johnson was founder of Peak Consulting Partners, an industry leading consulting firm advising BH organizations and private equity groups focused on strategic growth and acquisitions. Before beginning the Peak Consulting venture, he was owner of San Cristobal Treatment Center outside Taos, New Mexico. Mr. Johnson’s extensive experience in the BH market has been as Owner, CEO and COO of leading BH organizations.
Mr. Johnson has been responsible for over $50 million of BH M&A transactions on both buy side and sell side with both public and private companies.
Dave has been in personal recovery since 1996, attempting to practice what he preaches. He holds a BA from Elmhurst College and a Masters in Education Leadership and Administration from Northern Arizona University.
Carol McDaid, Principal, Capitol Decisions, Inc.
Carol McDaid serves as Principal at Capitol Decisions, Inc. Capitol Decisions has a special expertise in addiction and mental health policy. For over two decades, McDaid has worked with leading drug and alcohol treatment centers, addiction physicians, prevention and consumer organizations, and mental health consumer and provider organizations to refine public policy addressing addiction and mental health.
With over 25 years of federal legislative experience in Washington, McDaid provides clients with public affairs consulting on issues that span the breadth of healthcare, including behavioral health, Medicare, Medicaid, and private sector reimbursement issues.
McDaid served as a strategist and advisor to the Parity NOW Coalition, which was influential in passage of the 2008 Paul Wellstone and Pete Domenici Mental Health Parity and Addiction Equity Act. This landmark legislation requires insurers to treat addiction, mental, and physical health problems equally. The Parity NOW Coalition became a model for also successfully advocating for inclusion of addiction and mental health benefits in healthcare reform legislation. Addiction and mental health provider and consumer organizations made up the coalition as well as the American Hospital Association, American Medical Association, and other partners. McDaid served as an advisor and strategist to this Coalition during the healthcare reform debate in Congress.
To make a difference at the local level, in 2004 McDaid co-founded the McShin Foundation in Richmond, Virginia, with her husband, John Shinholser. McShin is the leading non-profit, full-service recovery community organization committed to serving individuals and families in and seeking recovery from addiction in Virginia. McShin offers peer-to-peer recovery support services that include recovery coaching/mentoring and housing.
Because McDaid personally struggled with addiction, she understands the challenges, political and personal, of dealing with alcohol and drug issues. She is a founding board member of Faces and Voices of Recovery and currently serves on the board of Young People in Recovery. In 2007, she received the Johnson Institute’s America Honors Recovery Award.
Cory Mertz, M&AMI, Managing Partner, Mertz Taggart
Cory began his career at a Fortune 500 electronics manufacturing services provider, holding several operational and business development leadership positions, including managing the transition of multiple international acquisitions across Europe, South America and Mexico. In 2006, Cory started his M&A career focusing solely on healthcare services businesses. Since then, Cory has had the opportunity to forge relationships with industry leaders and private equity groups throughout the country, having closed over 50 healthcare transactions, nationally.
Cory began his career at a Fortune 500 electronics manufacturing services provider, holding several operational and business development leadership positions, including managing the transition of multiple international acquisitions across Europe, South America and Mexico. In 2006, Cory started his M&A career focusing solely on healthcare services businesses. Since then, Cory has had the opportunity to forge relationships with industry leaders and private equity groups throughout the country, having closed over 50 healthcare transactions, nationally.
John A. Mills, Partner, Nelson Hardiman
John A. Mills is a partner at Nelson Hardiman and has years of experience representing and advising health care providers in a wide range of regulatory compliance issues and litigation proceedings. John’s practice focuses on managed care and ERISA compliance and litigation, medical staff and peer review, civil False Claims Act and fraud lawsuits, commercial litigation, healthcare fraud investigations, and a wide range of regulatory compliance issues, including corporate internal investigations and voluntary disclosures of possible Medicare over-payments, analysis of business arrangements to ensure compliance with the anti-kickback and Stark laws, and providing transactional and regulatory guidance to covered entities and contract pharmacies in connection with the federal 340B program. John has jury trial experience and has handled numerous arbitrations and administrative hearings. John’s clients include hospitals, ambulatory surgery centers, skilled nursing facilities, physicians, medical groups and IPAs, Knox-Keene licensees, pharmacies and pharmacists, ambulance providers, and a variety of other businesses and individuals in the healthcare industry. John’s diversity of clients has provided him with a rare understanding of the unique business objectives and compliance risks facing different segments of the healthcare provider community. John’s litigation successes include obtaining numerous pre-trial dismissals of lawsuits brought against his clients, including a summary judgment in favor of hospital in a civil False Claims Act lawsuit, obtaining favorable settlements for healthcare providers clients in reimbursement disputes with commercial insurance payors and ERISA plans, obtaining a reversal of a finding of ERISA preemption on appeal, and obtaining favorable results for clients following arbitrations and administrative proceedings.
Before joining Nelson Hardiman, John was an associate at the Los Angeles office of Hooper, Lundy, and Bookman, a firm dedicated solely to the representation of healthcare providers and suppliers, where he specialized in managed care litigation, medical staff and peer review compliance and litigation, and commercial litigation. John also served as a Law Clerk to the Presiding Justice of the Texas Third District Court of Appeals.
John was nominated a Rising Star by Super Lawyers 6 times in the last 7 years, and was named a Best Lawyer in America for 2016.
Pete Nielsen, CADC II, Chief Executive Officer, California Consortium of Addiction Programs and Professionals (CCAPP)
Pete Nielsen is the Chief Executive Officer for the California Consortium of Addiction Programs and Professionals (CCAPP) and former Executive Director of the California Association of Alcoholism and Drug Abuse (CAADAC), the California Certification Board of Alcohol and Drug Abuse Counselors (CCBADC), and the California Foundation for the Advancement of Addiction Professionals (CFAAP).Mr. Nielsen has worked in education as a campus director, academic dean, and an instructor. He has worked in the substance use disorders field for eighteen years as an interventionist, family recovery specialist, counselor, and administrator.
Tom Schramski, PhD, CMAA, President/Managing Partner, Vertess
Dr. Schramski is a Certified Merger and Acquisition Advisor (CMAA), consultant, and Licensed Psychologist with over 35 years of very successful national experience in the healthcare marketplace, including co-founding and building a $25 million behavioral health/disabilities services company. His M&A background has incorporated national seller and buyer representation across the healthcare spectrum and he was recognized for his executive leadership in the 2005 Entrepreneur of the Year issue of Inc., as well as the Harvard Business School Press publication, Equity. As the Founder of Vertess, Mr. Schramski’s focus is on helping behavioral healthcare business owners build remarkable value in their companies and maximizing value in the transaction process. In addition, Mr. Schramski is the Editor of the Vertess bi-weekly publication, Salient Value, and the author of Selling Your Baby (2nd Edition).
Dr. Schramski is a Certified Merger and Acquisition Advisor (CMAA), consultant, and Licensed Psychologist with over 35 years of very successful national experience in the healthcare marketplace, including co-founding and building a $25 million behavioral health/disabilities services company. His M&A background has incorporated national seller and buyer representation across the healthcare spectrum and he was recognized for his executive leadership in the 2005 Entrepreneur of the Year issue of Inc., as well as the Harvard Business School Press publication, Equity. As the Founder of Vertess, Mr. Schramski’s focus is on helping behavioral healthcare business owners build remarkable value in their companies and maximizing value in the transaction process. In addition, Mr. Schramski is the Editor of the Vertess bi-weekly publication, Salient Value, and the author of Selling Your Baby (2nd Edition).
Kathy Steadman, Attorney, Coppersmith Brockelman
Kathy Steadman primarily practices in the areas of employee benefits, public pension, insurance and other regulatory matters. Kathy routinely represents and counsels clients in their dealings with Arizona regulatory agencies, including the Arizona Department of Insurance and the Arizona Department of Health Services. She counsels clients in connection with compliance matters under the Patient Protection and Affordable Care Act (PPACA), The Health Insurance Portability and Accountability Act (HIPAA), The Employee Retirement Income Security Act (ERISA) and related state and federal laws.
Kathy represents a variety of interests in the insurance and employee benefits industries, including insurance companies, health care services organizations (HMOs), medical providers, third party administrators, self-funded plan sponsors, excess loss and reinsurance companies, utilization management firms, managing general underwriters, captive insurers and prescription benefit management firms. She also provides representation to municipalities and other public entities in connection with public pension issues and disputes. She also serves as an expert witness in insurance regulatory and employee benefit matters, including excess/stop-loss disputes.
Kathy formerly served on the Board of Directors for a life insurance company, a property and casualty insurance company, and a motor vehicle service company. She is a member of the International Foundation of Employee Benefit Plans, the Insurance Regulatory Examiners Society. She is a member of the Federation of Regulatory Counsel where she serves on the Board of Directors and the Admissions Committee.
In 1997, Kathy was presented the Schrader Nelson Publication Award by the Insurance Regulatory Examiners Society for her article addressing confidentiality in the market conduct examination process.
Kevin Taggart, Principal, Mertz Taggart
Kevin started his career working for large enterprise software companies selling multi-million dollar software applications to midsize organizations and large multi-national firms. After ten years of working in the technology industry, Kevin founded a land development and home building company. He gained invaluable experience running all aspects of the business; including raising money, negotiating and purchasing land, planning & rezoning, permitting and building infrastructure (roads, sewers, water, pool, clubhouse, etc.), building houses, and putting together and executing a marketing plan.
After successfully selling that company to a large publicly traded company in 2010, Kevin has been selling healthcare companies. Kevin has been invited to speak at several national and regional healthcare conferences with topics ranging from the process of selling a healthcare company to maximizing value prior to a sale.
Kevin started his career working for large enterprise software companies selling multi-million dollar software applications to midsize organizations and large multi-national firms. After ten years of working in the technology industry, Kevin founded a land development and home building company. He gained invaluable experience running all aspects of the business; including raising money, negotiating and purchasing land, planning & rezoning, permitting and building infrastructure (roads, sewers, water, pool, clubhouse, etc.), building houses, and putting together and executing a marketing plan.
After successfully selling that company to a large publicly traded company in 2010, Kevin has been selling healthcare companies. Kevin has been invited to speak at several national and regional healthcare conferences with topics ranging from the process of selling a healthcare company to maximizing value prior to a sale.
Rob Waggener, Vice President , Addiction Services Division , Universal Health Services (UHS)
Rob Waggener is the Vice President of the Addiction Services Division of Universal Health Services (UHS). Prior to this, he was the Chief Executive Officer for Foundations Recovery Network (FRN), which was acquired by UHS in the fall of 2016. FRN is an integrated treatment, research and education company with four residential facilities and eight outpatient centers across the country. Rob is a licensed clinical social worker and is distinguished as a Fellow in the American College of Healthcare Executives.
Rob has been a leader in the behavioral healthcare field for over 25 years, providing direct care as a therapist and serving in administrative roles both in public and private settings. Rob has focused his leadership with a motto to “Keep Your Idealism Practical,” balancing a passionate desire to serve with being fiscally responsible.