Business Outsourcing Fundamentals
With Scott Williamson & Diana DePaola
Join Scott Williamson, Area Manager at BBSI Sacramento, and Diana DePaola of Licensed Personnel, for a conversation about how to discover key outsourcing strategies, partner selection tips, and best practices to maximize efficiency while minimizing risk.
Protecting Your Business: How an On-Purpose Culture Reduces Legal Risk
With Chris Romm
Join Chris Romm, BBSI's Director of Learning & Development, for a session that highlights how cultivating an “on-purpose culture,” one built on intentional values, leadership alignment, and employee engagement, can be your most effective strategy for avoiding costly lawsuits. Learn the five most common employer-related legal risks and understand how proactive cultural practices can minimize exposure. Whether you’re scaling a team or refining your operations, this session will help you build a workplace that’s both compliant and resilient.
Navigating the Business Wealth Cycle in a Shifting Tax Landscape
With Peter Holtz & Graham Gaerlan
Join Peter Holtz, CEO of Peter Holtz, CPA, and Graham Gaerlan, Managing Director at Guardian Life, as they discuss strategies for managing and growing business wealth throughout different stages of the business lifecycle, with a focus on adapting to evolving tax laws and regulations.
Exit & Succession Business Planning
With Ricardo Aguilera & Rhett Kniep
Join Ricardo Aguilera, Financial Advisor at Edward Jones, and Rhett Kniep, Lead Advisor at Centurion 7 Business Advisors, as they share strategies to help business owners prepare for a successful exit and long-term financial security. With most Boomer-owned businesses set to transition in the coming years — and the majority failing to sell — this session will cover how to assess value, close key financial gaps, and align personal goals with exit options.
Thryv in Marketing Using SEO, Google & AI
With Monica Hall
Join Monica Hall, Business Advisor at Thryv, for a lesson in getting discovered online, landing more sales, and growing efficiently with Thryv's award-winning software for small businesses.
What Key Metrics Every Business Needs for Financial Visibility
With Ben Godinez
Join Ben Godinez, Market President at NOW CFO, as he breaks down the essential financial indicators that every business owner should track to make smarter, data-driven decisions. Ben will explain how these core metrics provide clarity, highlight risks, and uncover opportunities for growth. You'll walk away with a practical understanding of how to monitor your company’s financial health and drive long-term success.
Underinsured & Exposed: The California Cyber Threat
With Jon Cooper & Brian King
Join Jon Cooper, CEO of Total Secure Technology, and Brian King, Senior Broker at Kern Insurance Associates, as they discuss the fundamentals of cyber liability insurance, including what it covers, why it's essential for businesses of all sizes, and how the evolving threat landscape — ransomware, phishing, and data breaches — has made this coverage a critical part of any risk management strategy.
Breaking the Silence: Addressing Mental Health in the Workplace
With Rita Rasuli
Join Rita Rasuli, Prevention Coordinator of Mental Health & Violence Prevention Programs at the San Joaquin County Office of Education, as she explores the essential role of mental health in building stronger, more resilient workplaces. You'll gain insight into fostering a culture of empathy through practical strategies and best practices that support mental wellness at every level of an organization.
Our Sessions
Scott Williamson
Area Manager
BBSI Sacramento
Chris Romm
Director of Learning & Development
BBSI
Guest Speakers
Brian King
Senior Broker
Kern Insurance Associates
Ricardo Aguilera
Financial Advisor
Edward Jones
Rita Rasuli
Prevention Coordinator
SJCOE
Peter Holtz
Chief Executive Officer
Peter Holtz, CPA
Graham Gaerlan
Managing Director
Guardian Life
Jon Cooper
Chief Executive Officer
Total Secure Technology
Peter Holtz, CPA/CTP
Peter Holtz
CPA
Navigating the Business Wealth Cycle in a Shifting Tax Landscape
Join Peter Holtz, CPA/CTP, Chief Executive Officer of Peter Holtz CPA, as he discusses strategies for managing and growing business wealth throughout different stages of the business lifecycle, with a focus on adapting to evolving tax laws and regulations.
Peter Holtz CPA is one of the Top 400 Accounting Firms in the U.S., led by Peter Holtz, a seasoned Certified Public Accountant and Certified Tax Planner with over three decades of experience. Backed by a team of expert CPAs and CTPs, the firm specializes in proactive tax planning and strategic financial solutions designed to help businesses reduce tax liability, maximize savings, and achieve long-term financial success.
Brian King
Kern Insurance Associates
Exploring the Fundamentals of Cyber Liability Insurance
Join Brian King, Senior Broker at Kern Insurance Associates, as he discusses the fundamentals of cyber liability insurance, including what it covers, why it's essential for businesses of all sizes, and how the evolving threat landscape — ransomware, phishing, and data breaches — has made this coverage a critical part of any risk management strategy.
Kern Insurance Associates knows how important your business, employees, and family legacy are to you. That's why they provide the best insurance options tailored to your insurance needs. As a PCF partner, Kern has partnerships with local and national carriers across all industries. Their unique relationship allows them to access localized programs available only through PCF.
Rita Rasuli, M.S. Psychology
SJ County Office of Education
Mental Health In the Workplace
Mr. Harris joined BBSI in September 2016 as Controller and was promoted to Executive Director of Accounting and Finance in March 2018. In 2020 Mr. Harris was promoted again to the role of Chief Financial Officer. Prior to joining the Company, Mr. Harris served as Controller for Holland Partner Group from 2015 to 2016. Previously, Mr. Harris spent nine years with PricewaterhouseCoopers in various roles in the United States and Australia where he supported publicly traded and large privately held companies. Mr. Harris is a certified public accountant and received a BBA with a specialization in finance and accounting from Washington State University.
Ben Godinez
NOW
CFO
The Fractional Fix
Mr. Potts joined BBSI from Cozen O’Connor, a nationally recognized full-service law firm, with more than 750 attorneys in 29 cities, where he co-chaired the Insurance Corporate and Regulatory Practice. He has more than 25 years of legal experience representing clients in a cross-section of industries.
Monica Hall
Company
Company Profile
BBSI (NASDAQ: BBSI) is a leading provider of business management solutions, combining human resource outsourcing and professional management consulting to create a unique operational platform that differentiates it from competitors. The Company’s integrated platform is built upon expertise in payroll processing, employee benefits, workers’ compensation coverage, risk management and workplace safety programs, and human resource administration. BBSI’s partnerships help businesses of all sizes improve the efficiency of their operations. The Company works with thousands of clients across all industries in branches across the nation.Ricardo Aguilara
This is a title
This is a title
Contextual advertising can be profitable. It can either pay for your hosting and maintenance costs for you website or it can pay for a lot more.
.jpg?width=250&height=54&name=LOGO%20Tri%20Counties%20Bank_300dpi_cmyk_082225%20(002).jpg)
%20(3).png?width=250&height=101&name=CalSavers%20full%20(clear)%20(3).png)
