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Jay Lucas

Jay is President of The Lucas Group, and over the past twenty-five years, has helped numerous government entities, executives, investors and management teams set their strategic direction, adopt innovative approaches and achieve significant efficiencies. Mr. Lucas has developed deep expertise in the areas of purchasing cost reduction, strategic sourcing, negotiation and operational improvement.

Mr. Lucas is the Founder of the firms Government Solutions practice and has led assignments in a number of states including Indiana, Missouri, Pennsylvania, Rhode Island and New Hampshire. For instance, Mr. Lucas led efforts in Rhode Island that initiated the nations first and most successful Global Medicaid Waiver that today is saving taxpayers and citizens more than one-third of their Medicaid expenditures and in South Carolina last year, Mr. Lucas helped South Carolina address and turn around a $1 Billion+ Deficit the States Unemployment Fund. In fact, this Lucas Group work has become the model nationally for reform in this area. Beyond these two specific examples, Mr. Lucas is nationally known as an innovative business consultant and executive who has helped a number of States and Municipalities deal with their most complex issues.

In addition, Mr. Lucas has worked with numerous Fortune 500 clients in the Companys private sector practice, and has developed a special area of experience in the Pharmaceutical Sector. For instance, in this sector Mr. Lucas led an engagement with Warner-Lambert/Pfizer that generated in excess of $220 million of measurable procurement/supply chain savings.

Furthermore, Mr. Lucas has been a leader in the firms healthcare, information services and supply-chain logistics practice area, developing innovative approaches in the procurement of goods and services. During his career, Mr. Lucas has successfully negotiated savings for clients in more than 500 contracts and supplier agreements. In a variety of settings, he has assisted large organizations in streamlining process flows, speeding up business processes and enhancing organizational effectiveness.

In addition to his business experience, Mr. Lucas has had deep experience in the Government sector. He served as a member of the New Hampshire House of Representatives for two terms and later won his partys nomination as a candidate for Governor of New Hampshire.

Prior to founding The Lucas Group, Mr. Lucas was a Partner at Bain & Company, a leading international management consulting firm. While at Bain & Company, Mr. Lucas led assignments in the information services and consumer beverage sectors and was actively involved in the firm's work with leveraged buyout funds and their portfolio companies.

In addition, Mr. Lucas is a graduate of Yale College, Harvard Business School and Harvard Law School.

John Stephen

John Stephen is a Partner at Lucas Group Partners and works in the firm's Government practice. In addition to experience consulting with state agencies, John provides the benefit of heading a state agency through a period of major change.

Among his many accomplishments at the Lucas Group, John has assisted Rhode Island Governor Donald Carcieri in drafting and negotiating the Rhode Island Global Medicaid Waiver. This landmark Waiver was granted by Secretary of Health and Human Services Michael Leavitt in December of 2008 and then subsequently adopted by the Rhode Island general assembly in January of 2009. The Waiver was the first Medicaid Waiver ever to place a cap on total Medicaid spending and provide a state with unprecedented flexibility from federal regulations. The Waiver is estimated to generate savings of over $388 million in five years. Governor Carcieri called Johns work an unqualified success and one that his state is tremendously grateful for. John also drafted a report for Illinois Governor Pat Quinns taxpayer action board, which recommended over $2 billion dollars in health care-related savings over a 5 year period, and a number of the recommendations have already been implemented. John was also asked by the State of Illinois Senate Special Committee on Medicaid Reform to provide key testimony in December of 2010 that has led to that State passing legislation that will result in over $800 million in savings by rebalancing long term care away from high cost nursing home care. John also led Lucas Group efforts in early 2010 to assist the State of South Carolina in re-organizing the state agency responsible for putting people back to work, and identifying over $1.2 billion dollars in savings for the state unemployment insurance system, while offering a plan to cut taxes for small businesses. The Chairman of South Carolinas Senate Labor, Commerce and Industry Committee, W. Greg Ryberg, applauded Johns efforts and stated that Johns clear-headed and forthright analysis and advice illuminated the path for SC to fix its UI system and relieve the burden on small business.

In addition to his experience consulting with state agencies, John also assists corporate clients at the Lucas Group, conducting due diligence in the area of health care-related mergers or acquisitions, and offering strategies for value-based growth. John has been involved in the recent national health care debate, where he has written extensively on the impact of unfunded mandates on state governments as a result of the language contained in House and Senate bills, was an advisor to the staff of United States Senator John Cornyn, and appeared at a number of town hall forums and public meetings to discuss the overall impact of the proposed legislation.

Prior to joining the Lucas Group, John served from 2003 to 2007 as Commissioner of New Hampshires largest Department, the Department of Health and Human Services, where he was in charge of a $1.8 billion dollar annual budget, and was able to contain Medicaid cost to less than a 1% growth during his four year term. As Commissioner, John led the Department through a period of major innovation, including improving Medicaid operations and engaging families on assistance in work activities. He developed and implemented a nationally recognized Health Care Reform program that focused Medicaid on prevention, wellness and rebalancing long term care. John initiated disease management and care coordination programs that transitioned New Hampshire Medicaid away from treating the sick to keeping people healthy. Through Johns efforts, Medicaid long term care home and community placements increased 23%, replacing more expensive nursing home placements, which dropped 11%. Moreover, during each of the four years John was Commissioner, New Hampshire ranked first nationally in the Kids Count survey. During that same period, the enrollment of low income, uninsured children into the States Medicaid and SCHIP program increased by 7500. John led efforts to transform welfare in New Hampshire, reducing the rolls by 20% and dramatically increasing work participation rates by bringing accountability to TANF.

Prior to heading the $1.8 billion annual budget at HHS, John served as Assistant Commissioner of the Department of Safety, where he served as the states first Homeland Security Coordinator. John organized New Hampshire to be the first in the US to conduct a statewide Avian Flu pandemic planning exercise, testing all aspects of its emergency management response.

Lloyd MacLean

Lloyd MacLean is Vice-Chairman and Partner at The Lucas Group and heads the Government Solutions practice.

Through his work at The Lucas Group, Lloyd has assisted numerous State and Local government and agencies on key issues like Strategic Sourcing by reducing their purchasing costs through creative approaches and negotiation.

Most recently, Lloyd played an integral role on an engagement with The State of Rhode Island, where The Lucas Group assisted The State of Rhode Islands Department of Human Services and its Director in designing, drafting and negotiating a transformative State Medicaid Global Waiver. Similar to engagements in The States of Indiana, Missouri, and New Jersey, Lloyd will provide subject matter expertise and his negotiation skills for this proposed engagement.

Prior to joining The Lucas Group, Lloyd worked for firms that provided proprietary Child Services Software and Medicaid Case Management Systems. He was also Managing Director of Globe Capital Corporation, a leading provider of strategic and financial advisory services to mid-market clients. Earlier in his career, Lloyd served in senior executive roles including Chief Financial Officer at such companies as ING Direct Bank of Canada, North American Trust, Firemen's Fund Insurance, Greenpark Homes, and Officeland Inc. In addition, Lloyd served as a Senior Auditor with Price Waterhouse Coopers & Co.

After graduating from Acadia University, Lloyd earned Chartered Accountant designation with Price Waterhouse Coopers & Co. and M.B.A. from the Harvard Business School.

Will Oliver

Will Oliver is a Partner at The Lucas Group and has more than 25 years of achievements in consulting and management. He is deeply experienced in managing resources and helping organizations reduce their costs and improve performance. He helps lead the firm's Government Solutions practice - managing major assignments for state government agencies. Will led a project to assist the State of Indiana Family and Social Services Department to re-invent Medicaid eligibility processing. After considering current costs and options, Will led the project to help write the RFP and manage vendor selection for the U.S.s largest benefits eligibility privatization. Will led a team supporting Pennsylvania Office of Income Maintenance. He worked with Agency leadership to organize many separate improvement initiatives into a comprehensive process improvement program. In the process, he led teams to document current processes and create better ones. Working with Missouris Family Support Division, he led a change program that launched a major multi-year program to improve Medicaid eligibility determination. Also, in Missouri, Will worked with the Governors office to evaluate current state operations in order to develop cost savings initiatives the state is implementing to save $150 million annually.

During his career, Will has worked with various hospitals, payors, and other players in the medical community.

Prior to joining The Lucas Group, Will served as COO of BridgeHRO (HR outsourcing services), Vice President of 3i Venture Capital, Client Partner of Granitar Systems (web development), Director of Gemini Consulting (process improvement consulting for hospitals), senior manager of KMPG (consulting to BCBS of MA), and with Bain & Company, where he was a founding member of Bains well known healthcare cost reduction practice.

Will holds a Masters in Management from MITs Sloan School of Management, and a BBA in Accounting from the University of Alaska.

Jeff Schilz

Jeff is a Senior Consultant at Lucas Group Partners.  Prior to joining the Lucas Group, Jeff served on the Senior Staff of South Carolina Governor Mark Sanford from 2008-2011 in a variety of capacities including Policy Director and Cabinet Director.

In his role as Policy Director, Jeff led policy analysis/development for all state and federal policy areas and oversaw the drafting of three Executive Budgets that annually prioritized spending for each agency in state government.  These Executive Budgets identified specific line item cost savings and efficiencies of at least $200 million (out of a state budget of roughly $5.3 billion), with the final budget including over $265 million in savings.  Many of the cost saving proposals were recommended after reviewing the functions of different agencies and developing new operating structures that would consolidate agencies and eliminate redundant activities, producing a more efficient and responsive government.

Prior to working in the governor’s office, Jeff was in private practice with a civil defense litigation law firm in Greenville, SC.

Jeff holds a Bachelors Degree of Science from the College of Charleston and a Juris Doctor from the University of South Carolina School of Law.

Jeff currently serves on the Board of Trustees at the College of Charleston.

Matthew Byron

Matthew Byron is an Associate Consultant at The Lucas Group.

He has worked in lending, real estate sales and investments for nearly a decade. He was a Partner at J.B. Capital Management of Greenwich, Connecticut. There he managed capital for sophisticated investors.

Prior to J.B. Capital Management, Matthew worked on the trading floor of the Chicago Mercantile Exchange. He assisted in the execution of over $5 billion in trades. He specialized in the Russell, Nikkei and S&P 500 indices.

During the internet boom of 2000, he worked as a graphic artist for a Manhattan-based dot-com startup. His firm received a $10 million venture capital investment from Hakuhodo of Japan.

He holds a Bachelors Degree of Science in Finance from Bentley College.

Michael H. Bernstein

Michael holds a BA in Government and Geography from University of Miami, Florida. He also holds a Master of Arts in Urban and Social Planning from Arizona State University. He is currently: Commissioner of E. Providence Economic Development Council, Secretary of Board of Directors for the R.I. Employee Assistance Program, a member of the University of Miami Alumni Association, a member of University of Miami Circle Program. Michael is also an avid racquetball player.

Richard Kellogg

Richard has served in the health and human services positions of Commissioner, Deputy, or Director in the states of Virginia, Tennessee, New Hampshire and Washington beginning in 1994 through 2011. Richard's scope of responsibility has included medical and pharmacy services, mental health and substance abuse service systems, psychiatric hospitals and developmental residential programs, developmental/intellectual disabilities community based services and support systems, and long-term care services systems. Prior to beginning his career in state government Richard was a successful CEO of local government and private sector organizations charged with managing and delivering comprehensive mental health, substance abuse, developmental/intellectual disabilities and long term care services inclusive of community based and inpatient modalities.

While working in state government Richard provided leadership to the successful resolution of several Department of Justice lawsuits involving civil rights/Olmstead within state psychiatric hospitals and developmental residential centers in real time as well as EPSDT related litigation involving children's mental health services. He is an expert witness in matters directly related to the right sizing and appropriate placement of state psychiatric hospital patients and residents of state developmental centers. Primary methods include increased community capacity building correlated with decreased reliance on state psychiatric hospitals based on a financial design, including Medicaid resources, that effectively leverages existing resources to the maximum extent possible on a platform of evidence based practice, staff partnerships, training and outcomes measurement.

Richard established the foundation for a comprehensive plan addressing CMS waiver concerns and on-going Department of Justice litigation for Tennessee's system of care for people with developmental/intellectual disabilities.

While working in New Hampshire Richard helped guide the state through a transformative Medicaid Waiver process that rebalanced long term care, transformed the state's long term care system to a community based first option, and improved the state's Medicaid medical services program and mental health systems.

Most recently Richard served the $8 billion dollar Washington State Department of Social and Health Services as Director of Integrated Health Services, reporting directly to the Secretary. In this capacity Richard was responsible for advising on all aspects of national health reform including financial ramifications and structural options for state government between the present, 2014, and beyond.

Richard earned his undergraduate and graduate degrees from the University of Vermont and engaged in advanced study at Dartmouth and Harvard. He has taught at the university level and been integrally involved with related subject matters at the University of Virginia and University of Washington.

Rory Ricket, R.Ph.

Rory Rickert is a Subject Matter Expert for The Lucas Group. He is currently CEO of Integrated Healthcare Service Incorporated. There he has assisted healthcare clients in winning over $40 billion in awards since the inception of the firm's government business development practice. The company's pharmacy practice assists commercial healthcare clients in a number of key areas that include: enhanced sales of existing products and services, expansion to new markets, strategic positioning and specialized contract negotiation. The firm brings experience, contacts, and knowledge to clients to help speed existing growth, foster new growth, and reposition strategies for continued long-term success. The pharmacy practice dovetails with IHS' government business when the issues are dealing with government healthcare matters related to pharmacy.

Rory is also currently Principal and National Practice Leader for IHS' Pharmacy Practice. He has more than 25 years progressive experience in the pharmaceutical industry.

He started as a clinical pharmacist at the Minneapolis Children's Medical Center and advanced to Corporate Vice President for AdvancePCS.

There he was responsible for the oversight of corporate accounts and government marketplace for the nation's largest independent health and wellness company. Rory led strategic planning and market positioning of AdvancePCS while it was owned by RiteAid, a major retail pharmacy company. He was also Corporate Director for Home Nutritional Services, a national provider of home infusion therapy.

Rory is a nationally recognized speaker and industry expert in managed care, drug utilization and cost control, distribution channels and rebates, marketing, sales and delivery models in the pharmaceutical industry. He has been deposed as an expert witness in many cases including: Hall v. Medical Security Card, Co.,Superior Court of Arizona, Association Benefit Services, Inc., v. AdvancePCS, a Delaware corporation, Caremark Rx Inc. a Delaware corporation and CaremarkPCS, a Delaware corporation, United States District Court for the Northern District of Illinois and State of Hawaii v. Abbott Laboratories, Inc. et al., (Merck) in the Circuit Court of the First Circuit State of Hawaii.

He has published papers for the Department of Defense Pharmacy and Senior Leadership, including: Proposed Pilot to Centralize the Administration of Specialty Drugs to DoD Beneficiaries (May 2007), Commercial Centralized Refill Capability Supporting Military Treatment Facilities (February 2007) and Enhancing TRICARE Referral Authorization and Notification Processes Through Interactive Automated Voice Services.

Joshua Boynton

Josh is a Subject Matter Expert at The Lucas Group, specializing in cost effective Medicaid services for the disabled and chronically ill. He has helped several states provide higher quality and less expensive long term community care as an alternative to institutional care. He advises political leaders on a broad range of social policy issues. Recently, Governor Carcieri asked Josh to consult with the State of Rhode Island on rebalancing their human service delivery system. Josh is helping it become more personable, consumer focused and community based. In 2010, he led a team with the State of Wyoming to create Restraint Free service system and is leading the national movement to eliminate the use of restraint.

Josh is CEO of LifeShare Inc., an organization dedicated to supporting people of all abilities with dignity and respect. Josh and his wife Rachael, founded the company in 1996. Today LifeShare has offices in New Hampshire, Maine and Florida. For the past several years New Hampshire Governors have proclaimed November 17th LifeShare Day.

Prior to LifeShare Josh worked in various leadership positions in the New Hampshire Developmental Disability community. Governor Benson appointed him to serve on the New Hampshire Developmental Disability Council and Governor Shaheen appointed him to serve as chairperson to the Statewide Independent Living Council.

Josh is a renowned facilitator in the Self Determination movement and has served on many committees and councils nationally including the Mandt advisory board in Dallas, Texas, the SILC Congress National Action Plan Committee and on the board of directors for the NH Spinal Cord Injury Association.

In 2009, Josh was named by Business NH Magazines one of 25 leaders to watch in the next 25 years. In 2009 Governor Lynch appointed him Commissioner to the New Hampshire Commission for Human Rights. Josh was selected as a member of Leadership NH Class of 2008-2009. He was named to the 40 under 40 Class of 2007, has been given a Citation by Governor Lynch, and was awarded the prestigious Keene State College Alumni Inspiration Award.

Josh received his Bachelors Degree from Keene State College in Psychology with a concentration in Clinical Counseling and graduated magna cum laude with a Masters in Management/Non Profit Leadership from New England College.