PEOs & Payroll Companies – Friend or Foe?

Please join the Fort Worth Association of Health Underwriters on Thursday, September 8th for a panel discussion entitled \”PEOs & Payroll Companies: Friend or Foe?”.  Learn whether these organizations pose a threat to brokers or if they could serve as a potential revenue source at a time when brokers are wondering what they can do to replace their declining commissions.

Due to the number of panelists, no audience questions will be permitted during the discussion.  If you have something you’d like to know, please email your questions in advance to Eric Johnson at edjohnson@firsthorizon.com.

Following the lunch, we\’ll have a one-hour \”drink & learn\” CE sponsored by Alt Bentley Yates and presented by Rachael Alt entitled \”Enrollment meetings…who needs them?\”  This course will explain the importance of benefits enrollment meetings, illustrate what doesn’t work, and give you a few ideas that you might want to incorporate into your own presentations. (Provider: ComedyCE.com LLC | provider number 33714 | course pending approval)

 

Lineup of Events

11:15am         Registration

11:30am         Lunch

12:00pm        Panel

1:30pm          Visit with Exhibitors

2:00pm          Drink & Learn CE (1 hour CE credit)

 

Cost

Lunch Only

Members: $20

Guests: $30

FWAHU Season Pass Holders: Free

 

CE Class (first round provided by Alt Bentley Yates)

Members: $10

Guests: $10

FWAHU Season Pass Holders: Free

 

Click here to RSVP   |   Click here to purchase your FWAHU Season Pass

 

Meet our Panelists

Jennifer Jones | Major Market Sales Consultant | Paychex Inc.

Jennifer Jones has 10+ years in consulting within the Payroll/HR Service & Software space.  Most recently, she joined the Paychex Major Markets team and consults in the North Texas Region.  Jennifer adds a wealth of knowledge with her accounting, human resource consulting and payroll outsourcing background.  She brings a fresh approach to our space with the ability to customize individual HR solution packages based on what the client needs, and at times this can be done without switching payroll vendors.  It\’s often times a simple background check/drug test and then part of the time it could be an HRIS system encompassing a benefits portal whereby Open Enrollment is streamlined and paperless, for example. In her spare time, she enjoys spending time in McKinney with her 3  kids under the age of six.

 

Ken Barge  | North Texas Business Development Manager | ESI

Originally from Chesterfield Missouri, Ken Barge now resides in Irving, Texas with his wife Rochelle and two children Lauren and Daniel. He earned a Bachelors Degree in Human Resource Management from the University of Central Missouri and will complete his Masters in Human Resource Development at Webster University in the spring 2012. Ken currently works for ESI as the North Texas Business Development Manager.  He is a licensed General Lines Life and Health Agent with nearly 20 years of experience
in business development and management.

Ken serves as a Sunday School Teacher and Stephens Minister at First Baptist Church of Dallas. He provides weekly commentary on the internet radio show Dunamis Live on www.wwjsnow.com and is a former PTA president at Freeman Elementary.

 

Barry Humphries | Director of Sales, Texas Region | AlphaStaff

Barry Humphries has more than 20 years experience in sales & marketing executive management. After founding and operating a successful business for 10 years, Barry joined Administaff as a producer in 2004. One year later he was promoted to District Manager and then to Area Manager in 2009. He joined AlphaStaff as Director of Sales for Texas and West in April, 2011.

Barry has served on various boards throughout his career. He is a past president of two Rotary Clubs and Past Assistant Governor of Rotary District 5890. He currently resides in Houston with wife of 40 years. He has two adult children and one grandchild.

 

Jay Butcher | Managing Partner | Netchex-Benefits

Jay Butcher is the Managing Partner for Netchex-Benefits, a full service provider that delivers Payroll, HR, Benefits, and Time & Attendance for their clients and broker partners. Netchex-Benefits helps agents bring technology to their clients that better connect that Agent to the Client and their carriers.  You can contact Jay or view a demo at http://netchexbrokerjb.digbro.com.

 

Michele Woodham | Director of Agency Operations | OneSource Benefit Solutions / Odyssey OneSource

Michele Woodham serves as Director of Agency Operations for OneSource Benefit Solutions under Odyssey OneSource. She joined Odyssey One Source in January 2008 with over 20 years of experience in the group benefit insurance industry.  OneSource Benefit Solutions specializes in placement of customized group benefit programs for clientele located all across the United States.

She assumes leadership and management responsibilities of the Agency Department.  Prior to joining Odyssey One Source, Ms. Woodham was employed with one of the nation’s largest Independent Insurance Agencies for seven years.  She holds a Bachelors Degree in Business Administration from Western Kentucky University and currently holds a Group I License.

 

Ron Stephenson | Senior Business Consultant | Nextep Inc.

Ron Stephenson has served as the Senior Business Consultant for Nextep for the past eight years. Nextep is a PEO that has served the Texas and Oklahoma markets for the past 15 years. Ron has helped small to mid-sized companies find HR solutions in almost every industry. One of the most rewarding aspects of his position is building relationships with company owners and helping them design the right service model to their company needs. Prior to joining Nextep, Ron held both sales and management positions in the healthcare
provider industry. He has earned his MBA in Healthcare Management from the University of Dallas. Ron is a native Texan and lives in Richardson with his teenage son.

 

Meet our CE Speaker

Rachael Alt | Vice President of Sales | Alt Bentley Yates

Rachael Alt has been working in the Benefit Administration industry for over ten years.  She has her family to thank for this, as the majority of the time was spent working for her parents, Chris and Sharon Alt for their family owned business, Alt Benefit Consultants,
Inc.  In 2010, Alt Benefits became Alt Bentley Yates, a company that specializes in Section 125, 105, and 223 Plans as well as COBRA & HIPAA administration.  Earlier this year, Rachael was named Vice President of Sales for the new company. She also serves as Secretary of the Fort Worth Association of Health Underwriters. Rachael has three children: Maddison, Mason, and McKenzie.

 

RSVP today!!