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
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