CONTINENTAL BREAKFAST
Thursday, November 07
7:30 am - 8:30 am
Hyatt Regency Huntington Beach, CA
WELCOME & OPENING REMARKS
Thursday, November 07
8:30 am - 9:00 am
Hyatt Regency Huntington Beach, CA

Mark Roberts, CEO, TechServe Alliance

GENERAL SESSION
Thursday, November 07
9:00 am - 10:15 am
Hyatt Regency Huntington Beach, CA

Inside the Mind of the CIO: A Candid Conversation

INSURANCE FORUM WELCOME & INTRODUCTIONS
Thursday, November 07
10:30 am - 10:40 am
Hyatt Regency Huntington Beach, CA

Mark Roberts, CEO, TechServe Alliance

PROGRAMS THAT MATTER: AN OVERVIEW OF NEW AND ENHANCED COMPLIANCE AND INSURANCE PROGRAMS
Thursday, November 07
10:40 am - 11:30 am
Hyatt Regency Huntington Beach, CA

Moderator: Mark Roberts, CEO, TechServe Alliance
Panelists:
Lori Brown, CEO, ComplianceHR
Don Beemer, Managing Director Insurance Services, TechServe Alliance Services Corp.
David Williamson, Regional Executive, Hanover Insurance Group
Michael Haffey, Managing Partner, Pendella
William S. Josey, Compliance Consultant, TechServe Premium Compliance Services Program

  1. New ComplianceHR Suite of Compliance Tools (available to members at no cost)
  2. Enhanced TechServe Alliance Business Insurance Program: Hanover Insurance Group
  3. New TechServe Alliance Health Insurance Program powered by Pendella
ROUNDTABLES & DEMOS
Thursday, November 07
11:30 am - 12:15 pm
Hyatt Regency Huntington Beach, CA
  1. How to Effectively Address Your Firm’s Most Vexing HR and Compliance Issues
  2. Meeting Client Insurance Requirements – Quickly & Cost Effectively
  3. How to Significantly Lower Health Insurance Costs 10-40%
NETWORKING LUNCH
Thursday, November 07
12:15 pm - 1:15 pm
Hyatt Regency Huntington Beach, CA

Demos continue along with access to TechServe Tradeshow

WORKSHOP: Driving Operational Efficiency: A Workshop for Those Who Keep the Lights On
Thursday, November 07
1:15 pm - 3:15 pm
Hyatt Regency Huntington Beach, CA

A Facilitated Peer-to-Peer Exchange for Accounting, Operations, and other Back-Office Roles
Facilitator: Tom Nunn, President, Tom Nunn Consulting, LLC

Accounting, operations and other support functions are critical to the success of any IT and engineering staffing firm, but don’t always receive the glory like sales and recruiting. Join industry peers for this 2-hour interactive workshop, as we discuss best practices and other game-changing ideas, including:

  • Workflow for commissions, time sheet management, invoicing, AR, AP, Managing DSO
  • Dashboards/Reporting/KPIs that drive growth and profitability
  • On-boarding & off-boarding consultants and ongoing consultant care
  • Monthly close: Best practices for managing the process
  • Management Reports: What Information Supports Sales & Recruiting Effectiveness
  • Budgeting & Financial Forecasting
  • How to pursue networking with industry peers
  • Ideas on tools and efficiencies for any of the above!
  • Bring your ideas and questions as we will leave time for topics not covered above!
Transition Break
Thursday, November 07
3:15 pm - 3:30 pm
Hyatt Regency Huntington Beach, CA
CLOSING KEYNOTE - Creating a Sustainable Talent Pipeline
Thursday, November 07
3:30 pm - 4:30 pm
Hyatt Regency Huntington Beach, CA

Jeffrey Moss, Founder and CEO, Parker Dewey

CLOSING RECEPTION
Thursday, November 07
4:30 pm - 5:30 pm
Hyatt Regency Huntington Beach, CA

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