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
  • CFO-HR Roundtable, St. Louis, Missouri, August 23, 2018 OneDigital / Mercy / ACHRM
    1. CFO-HR Roundtable- Building Successful Partnerships between Employers and Healthcare Providers
    2. Panelists:  Dr. Tracy Riordan / Rob Rooney-Mercy Employer Health Solutions
      David West, Group & Pension Administrators; Holley Maher, OneDigital Health & Benefits, Josh Ayers, BDO, Bill Lacy, ELAP Services
    3.  Employers:  Boeing, World Wide Technology, and Hydromat
  •  FMMA/ACHRM potential partnership
    • FMMA membership is mainly providers
    • Free Market Medical Association (FMMA)-August 24  -Megan Freedman, Executive Director
    • ACHRM will attend the August 24th  event in Peoria.  David West to support ACHRM at event
    • Bill is working with Dr. Kube, Colleen Ingraham, Director of IL Chapter to finalize agenda
  •  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: August 23 (St. Louis), August 24 (Peoria)


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