Oak Valley Community Bank | Premium Sponsor
Oak Valley Community Bank is a locally rooted financial institution serving California’s Central Valley and beyond. They specialize in commercial lending, business banking, and treasury management, offering personalized solutions with the speed and flexibility of local decision-making.
With nearly $2 billion in assets and 18 locations across seven counties, Oak Valley partners with businesses of all sizes to provide the capital, resources, and expertise they need to grow. Committed to building lasting relationships, they combine deep community roots with modern banking tools to help clients succeed. Learn more at www.ovcb.com.
Peter Holtz CPA | Premium Sponsor
Running a business is tough — administrative overload and confusing tax laws can leave you feeling lost. But with 38 years of experience, Peter Holtz CPA has a clear path to profitability and tax savings. You deserve accounting that helps you save time, make more money, and reduce taxes. Their comprehensive tax services lift the burden of complex financial management from your shoulders, allowing you to fully understand your business’s financial status and experience the security of knowing that you’re paying the lowest taxes allowed by law.
Let Peter Holtz help you take back control and focus on what really matters —growing your business. Learn more at www.peterholtzcpa.com.
Edward Jones | Strategic Sponsor
Down the street or just across town, Edward Jones offices are in your neighborhood, ready to serve you — and the community. It's a personalized approach to investing, and it's what sets them apart.
You'll work with your financial advisor one on one, supported by a branch office administrator helping you every step of the way. Your team will get to know you and your goals, helping you stay on track by building a deep relationship over time.
You deserve more than a phone number when it comes to the future you hope to build. As your needs evolve throughout your life, Edward Jones will strive to provide the products, solutions and experiences to help you achieve what's most important to you. Along the way, you'll benefit from the care, compassion and personal service only a dedicated team of professionals can deliver. Learn more at www.edwardjones.com.
InterWest Insurance Services, LLC | Strategic Sponsor
Since 1910, InterWest has been a recognized leader in providing innovative insurance, risk management, and employee benefits solutions. Their consultative, team-based approach delivers tailored strategies across all lines of commercial, personal, surety, and employee benefits insurance, ensuring comprehensive protection and support for businesses and their workforce.
In addition, InterWest is committed to giving back through charitable donations and volunteer efforts in every community they serve. Guided by their core values, InterWest actively supports local organizations and initiatives, striving to make a positive impact where they live and work. Learn more at www.iwins.com.
Aflac | Corporate Sponsor
Aflac provides supplemental coverage for businesses of any size to help fill the gap medical benefits may leave. They provide individuals and families affordable insurance for expenses that may not be covered by major medical insurance, paying cash benefits directly, so they can use the cash for what they need most.
By providing these benefits to businesses, along with active service and communication to clients, Aflac is able to help you attract and retain quality employees while also lowering costs and workers' comp claims. Learn more at www.aflac.com.
UniFirst | Corporate Sponsor
UniFirst is one of North America’s largest uniform rental and facility service companies, providing uniforms, protective clothing and custom corporate image apparel and facility service programs to businesses in diverse industries.
In addition to outfitting more than 2 million workers in clean uniforms each workday and delivering to more than 300,000 customer locations, UniFirst also has a hand in keeping businesses clean, safe, and healthy through their Facility Service programs, allowing them to be a single-source solution for a variety of needs. Learn more at www.unifirst.com.
Thryv | Corporate Sponsor
Thryv has been around for more than 125 years, always with one goal in mind — helping small businesses compete and win.
Thryv provides the technology, software and local business automation tools small business owners need to better manage their time, communicate with clients, and get paid, so they can take control of their business and be more successful. Learn more at www.thryv.com.
NOW CFO | Water Sponsor
NOW CFO is a full-service outsourced accounting firm committed to meeting your business’s financial needs. With deep expertise in accounting and financial strategy, they help businesses gain better cash flow control, improve efficiency, and accelerate growth.
As a national firm, NOW CFO provides the tools, insights, and proven accounting processes to give your organization complete financial visibility and prepare you for long-term success. No matter your financial goals, NOW CFO is here to help you achieve them. Learn more at www.nowcfo.com.
Adrian N. Lopez, CPA | Event Sponsor
A Certified Public Accountant (CPA) and former IRS Revenue Agent, Adrian N. Lopez provides tax preparation, representation, advisory, planning, and bookkeeping services to individuals, families, and small businesses.
Operating as a solo practitioner, Adrian offers a personalized, cloud-based experience that’s efficient and secure. Whether you need help catching up on bookkeeping, filing taxes, or navigating IRS notices, Adrian N. Lopez, CPA delivers responsive, transparent support you can trust. Learn more at www.anlcpa.com.
Backgrounds Online | Event Sponsor
Backgrounds Online has been a leader in the background check and drug screening industry for over 25 years. They offer criminal background checks, motor vehicle records, employment/education verifications and drug testing services that empower businesses to customize background check packages for any position.
Their transparent applicant submittal flow improves turnaround time, and encourages top candidates to choose you. Contact Backgrounds Online for unparalleled support; they are here to help. Learn more at www.backgroundsonline.com.
Excel Promotions | Event Sponsor
Excel Promotions pride themselves for delivering high-quality promotional products that effectively represent your brand and leave a lasting impression. Whether you are looking for branded merchandise for an upcoming event, employee recognition programs, or client gifts, they have you covered.
A one-stop shop for all of your promotional marketing needs, Excel Promotions specializes in all branded items, apparel, print, PPE supplies, and more.
Learn more at www.excelpromos.com.
Good Life Restoration | Event Sponsor
When your property has been compromised by fire or water damage, Good Life Restoration steps in to help you recover with restoration services.
Good Life Restoration is a branch of Good Life Construction Inc., a trusted name in home construction in Sacramento. As your partners in recovery, their team handles every step of the restoration process for you, from board up and mitigation, to claims, plans, and permits, to odor removal and final construction details. Learn more at www.goodlifefire.com.
Total Secure Technology | Event Sponsor
Total Secure Technology has served the Sacramento area for over 25 years, providing comprehensive Managed IT Services and Managed Security Services (MSSP). As a trusted partner for small and mid-sized businesses, they act as a fully outsourced IT department — delivering both cybersecurity and day-to-day IT support.
Known for friendly customer service, Total Secure Technology empowers organizations to increase efficiency and profitability by providing secure, easy-to-use IT solutions that bring enterprise-level technology within reach for growing businesses. Learn more at www.totalsecuretech.com.
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Tri Counties Bank | Event Sponsor
Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.
Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide. Learn more at www.tcbk.com.
Trucordia | Event Sponsor
Trucordia is more than the next great insurance brokerage. They are a people- and client-first organization committed to helping individuals and businesses thrive through deep relationships, and shared success.
The Trucordia companies deliver commercial insurance and risk management solutions that adapt to your operations, scale with your goals, and help keep you protected through uncertainty. Their team works alongside you to build a smarter, stronger foundation for what’s next. Learn more at www.trucordia.com.
BBB of Sacramento | Standard Sponsor
The Better Business Bureau (BBB) helps build trust between businesses and consumers. For businesses, BBB Accreditation signals credibility, ethical practices, and a commitment to resolving customer concerns. It helps companies stand out from competitors, attract more customers, and strengthen their reputation.
For consumers, BBB provides reliable information about businesses, verifies their trustworthiness, and offers a platform to file and resolve complaints, ensuring customers can make informed choices with confidence. Learn more at www.bbb.org.
Centurion 7 | Standard Sponsor
Centurion 7 Business Advisors is a team of certified consultants, providing business optimization, valuation, exit planning, and mergers & acquisition services to privately-held businesses across multiple western states.
The Centurion 7 team counsels business owners on effective building and exiting of their businesses. Trained and certified, both in professional associations and – most importantly – on the tough streets of experience, the Centurion 7 team is positioned to guide business owners on the successful planning, marketing, negotiating, and selling of their businesses. Learn more at www.centurion7.com.
iN-Your Home Care Services | Standard Sponsor
iN-Your Home Care Services offers an array of affordable senior home care services, which are personalized for each of their clients.
From taking care of seniors experiencing serious illnesses such as Alzheimer’s and dementia and assisting them in their hospital appointments or with other personal errands, to just being their trusted companion whenever their loved ones are away, iN-Home's team of certified caregivers and nurses are equipped with the competencies and knowledge to provide professional yet compassionate home care services. Learn more at www.servicewithaheart.com.
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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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