Educating & Engaging the CFO and Other Financial Professionals

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

UPDATE:	Merging Educating and Engaging the CFO and Alternative Solutions to Traditional PPO’s (Optimizing Your Self-Funded Strategy/Transitioning from Fully-Insured to Self-Funding) Holley Maher and Pete Shemetulskis’ prep Roundtable event and Survey strategy to generate market connectivity (Survey Questions: Name, Company/Role, Number of Employees, Self-Funded/Fully-funded, Topics of Interest) Upcoming CFO-HR Roundtables March 21 March 29 April 10 or 12 May 17th Marine Max Yacht Cruise 6p-8p