Presentations

  • PEO Mergers and Acquisitions in  the Current Economic Environment
    Presented at the Texas Leadership Council Forum - March 2009

  • Florida Workers' Compensation Institute, Inc. (PEO Breakout Panel Discussion - Risk Management & Mergers and Acquisitions, Annual Meeting in Orlando, August 2007)

  • Creating Durable Contract Value (Presentation with Brent Tilson, CEO, Tilson HR - Midwest Leadership Council Meeting, Chicago, July 2007)

  • The Value of Internal Controls in Valuations (NAPEO National Conference, September 2006)

  • Mergers & Acquisitions Roundtable Leader (NAPEO National Conference,  September 2006)

  • Working in the M&A World (Kennesaw Executive MBA Presentation, March 2005)

  • PEO Valuation in Today’s Market (NAAS National Conference, 2005)
     
     
  • PEO Valuation in a Changing Marketplace  (NAPEO National Conference, October 2001)

  • Mergers & Acquisitions Roundtable (NAPEO National Conference, 2000)

  • The Acquisition Question: To Buy or to Build? (NAPEO National Conference, 1999)

  • Evaluating Your PEO’s Worth (NAPEO National Conference, 1998)

  • Financing Strategies for PEO’s (NAPEO National Conference, 1997)

  • Physician Practice Mergers – Controllable Risk and Predictable Success (American College of Medical Staff Development, 1996)

  • How Human Resources Executives can Add Financial Value to the Merger Process (Society of Human Resources Management, 1996)

  • How Can Financial Value be added to the Merger & Acquisition Process? (Manchester Partners, International, 1996)

  • Successful People Strategies for Physician Practice Mergers (American College of Medical Staff Development, 1995)

  • Successful People Strategies for Mergers & Acquisitions (Kennesaw State College, 1995)

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