In this lunch and learn, hear insights on how to build your business while staying compliant, saving time and providing the best experience for your employees. The CBIZ team will dive into various areas of insurance, including health, life and property and casualty insurance, They’ll also explore resources and practices to keep in mind as you grow your startup, such as accounting, audit and assurance, tax services, payroll and human resources as well as methods to successfully run your organization.
There will be time for audience questions at the end of the program.
ABOUT THE CBIZ SPEAKERS
Human Capital Management Consultant
Dan is a human capital management consultant at CBIZ. He has more than 30 years of experience with consulting organizations on managing their employees and processes while reducing cost by utilizing human resource information systems.
Business Development Manager
Richard leads business development for CBIZ & MHM-Chicago. He has five years of experience in financial services and 20 years of business advisory and solutions development. Richard represents more than 100 financial service offerings including tax, advisory and attest services and manages ongoing and new relationships for their tax, audit and financial services. Rich takes time to understand the challenges that business owners experience and provides solutions for those challenges.
Benefits Consultant; Regional Sales Manager
Spencer has more than 16 years of industry experience with CBIZ. He currently is a senior benefits consultant and regional sales manager and is also a part of CBIZ’s national health innovations practice, which focuses on innovative solutions to improve healthcare outcomes, member experience and overall plan costs. Spencer provides expertise to his clients in the areas of plan analysis, design and structure to help contain cost long term.
Vice President; Not-for-Profit Market Lead
Brad is a vice president and not-for-profit market lead for CBIZ retirement plan services (RPS). Brad works primarily with not-for-profit organizations at CBIZ RPS to help them meet their organization or institution’s retirement plan goals. On behalf of the CBIZ RPS new business development team, he leads all defined contribution advisory marketplace requests for proposal responses and assists producers across 30 offices to grow and retain business.
President, Southeast Region; Premier Client Services Practice Leader
Greg Cryan has extensive experience in successfully leading independent insurance agencies. Greg was co-founder of Premier Insurance Group. In 1997, he sold Premier to USI, and from 1997 through 2003, he successfully led his operational team while serving on the national and southeast board of USI.
HCM Sales Director
Mark is a sales director at CBIZ, who is a strategic, entrepreneurial and growth-focused sales and business development executive with a track record of fueling complex sales of human capital management, business process outsourcing, recruitment process outsourcing and wellness solutions involving large contracts, long sales cycles and multiple decision-makers. He is an innovator in creating strategies, programs and processes to boost sales performance, capture new revenue opportunities and expand into new markets.