Educating & Engaging the CFO

Mission: More effectively connect with CFOs and Financial Professionals, CFO Roundtables offer    interactive Boardroom type  format limited to +/-20 attendees.  Discussion topics shall include: Alternative Solutions to Traditional PPO’s, Optimizing Your Self-Funded Strategy, Transitioning from Fully-insured to Self-Funding, and other subjects which involve both the finance and HR functions. Will involve the CFO’s advisory team, including accountants/auditors, attorneys, and bankers.
Co-Chairs: Curry Willix, Medical Travel Option / Bill Lacy, ACHRM
Team: Josh Ayers, BDO
Bernie Heer, Frenkel Benefits
David West, Group & Pension Administrators
How We Are Driving Change
  • OneDigital / ACHRM CFO-HR Roundtable, St. Louis, Missouri, June 21st Recap:
    1. The six funding options discussed:
      - Fully Insured,  Partially Self-Funded with a HRA, Level Funded: with a carrier vs with a TPA, Carrier ASO, Self-Funded with a TPA and Independent Stop Loss, Self-Funded with a TPA and Stop Loss through a Captive
    2. Renewal Process:
      -Finance and HR interaction
      -Controls / Cycle
    3. Key Contributors:  Holley Maher, OneDigital; Pete Shemetulskis, OneDigital; Josh Ayers, BDO; Bruce Hoskins, BDO;
      Denise Bloch, Lathrop and Gage; Bill Lacy, ACHRM
  • Partnering with BDO; co-authored article identifying six key questions the CFO should be asking and the value of the CFO-HR partnership
  • Commerce Bank (potential partner)
    -CFO-HR Roundtable leveraging Commerce Bank’s healthcare provider (supplier) and employer (purchaser) clients.
    -Commerce invited to attend one of the upcoming events:  June 21st (St. Louis), August 23 (St. Louis), August 24 (Peoria)


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