Purpose of the summit; overview of goals and format; acknowledgment of partners and sponsors

Neftali Serrano, PsyD,
CEO, Collaborative Family Healthcare Association

A data-driven overview of national utilization trends, state-level disparities, and the CY 2026 PFS final rule, followed by an audience polling activity on the field’s top policy priorities heading into CY 2027 rulemaking.

Clare McNutt, PA-C, MSHS SVP
Health System Integration, Meadows Mental Health Policy Institute

Rebecca Murow Klein, MBA, MA 
Senior Vice President of National Policy, Partnerships, and Strategy,  Meadows Mental Health Policy Institute

A look back at how New York State built provider buy-in and sustained CoCM over the past 15 years, plus next steps for state-level policy

Amy Jones-Renaud, MPH
Director of Primary Care Behavioral Health Integration, NYS Office of Mental Health

Anna Ratzliff, MD, PhD
Co-Director, University of Washington AIMS Center

Katie Steele, PhD
Director of Research and Learning, Meadows Mental Health Policy Institute

Practitioner perspectives on adapting CoCM beyond depression and anxiety, spanning SUD, oncology, residency training, women’s health, and pediatric settings—spotlighting real-world successes and outcomes from the field

Presenters:

Anna Ratzliff, MD, PhD
Co-Director, University of Washington AIMS Center

Julian Mitton, MD, MPH
Head of Clinical Operations, Era Supports

Cara Bohon, PhD
Co-Founder & Chief Clinical Officer, Protocol Behavioral Health

Jill Donelan, PsyD
VP Clinical Operations, Mirah

Gretchen Jacox, LCSW
Health Behaviorist, Novant Health

Tam Nguyen, PhD
Executive, Ambulatory Behavioral Health, Sutter Health

Kelly Buckman, MD
Associate Medical Director, Behavioral Health Innovation Sutter Health

Payer representatives discuss CoCM adoption, outcomes data, and shared savings experiences across commercial and Medicaid populations

Moderator: Monica Williams, MSW, LCSW

Panelists:

Heidi Sansbury, MBA, LMSW
Manager of Behavioral Health Integration, Primary Care IPA

Gregory Harris, MD, MPH, DLFAPA, CHIE
Senior Medical Director, Mental Health, Behavioral Health Physician & Psychologist Review Unit, Blue Cross Blue Shield of Massachusetts

Patricia deSa, MS 
Senior Director, Kaiser Permanente

Summary of themes; concrete next steps for participants; closing remarks

Virna Little, PsyD, LCSW-r
Co-Founder, Concert Health
Co-Founder, Zero Overdose