Educating & Engaging the CFO & Alternative Solutions to Traditional PPO’s (Optimizing Your Self-Funded Strategy/Transitioning from Fully-Insured to Self-Funding)

Mission:	To more effectively connect with CFOs and Financial Professionals, CFO Roundtables offer interactive Boardroom type format limited to +/-20 attendees. Will involve the CFO’s advisory team, including accountants/auditors, investment/commercial bankers, attorneys, etc.

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	Partnering with BDO; coauthored article identifying six key questions the CFO should be asking and the value of the CFO-HR partnership Engaging CFO’s trusted advisors, such as accountant, attorney, banker, etc. Offering CFO-HR tag team stories