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

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