Time to Take Control of Your Business Destiny?

This event has been postponed.

If you are interested in registering for the future event please contact Jane Paolucci at jane.paolucci@theabdteam.com.

A Breakfast Seminar Exploring Best Practices and Common Pitfalls when Transition from a PEO

Engaging a Professional Employer Organization (PEO) initially made business and financial sense. However, your organization has developed and must fiercely compete for talent. If you have more than 100 employees, you have likely outgrown the PEO model. Yet the complexity of transitioning out of connected systems built on a technology platform that is not your own can be daunting.

Please join ABD and ADP for an informative breakfast seminar where HR and PEO transition experts will share their experience and insight to help you navigate the transition smoothly, including:

• Timeliness and transition readiness
• Tips to ensure a smooth transition
• How to avoid pitfalls
• Compliance and tax implications
• What does life look like after the transition?

Speakers

Tatyana Latham, Compensation and Benefits Manager Host Analytics

Tatyana is the Compensation and Benefits Manager at Host Analytics. She is responsible all compensation and benefit programs, from executive compensation to bonus program development and payout (and everything in between). She has a Masters in Industrial Organizational Psychology from San Jose State University. Her 10 years of HR experience include Oracle, HP, Barracuda Networks, and UCSF Medical Center.

Paul Finkle, Executive Vice President - HR Practice Leader ABD

Paul is EVP and HR Practice leader at ABD. He has over 35 years of experience in management and HR consulting. He has helped hundreds of employers develop business and HR strategy. Paul has transitioned many employers out of PEOs; developed one of the early SaaS HR, payroll and compliance platforms; lectured on entrepreneurism for 10 years at the Stanford Graduate School of Business; founded 11 startups (including a multi-employer health trust). Paul’s current practice includes participation on multiple client boards as well as consulting on strategic HR matters and serving as an expert witness in complex employment litigation.

Brian Gilmore, VP, Lead Benefits Counsel ABD

Brian is the Lead Benefits Counsel at ABD. He assists clients on a wide variety of employee benefits compliance issues. The primary areas of his practice include ERISA, ACA, COBRA, HIPAA, Section 125 Cafeteria Plans, and 401(k) plans. Brian also presents regularly at trade events and in webinars on current hot topics in employee benefits law.

Anna Santolucito, Vice President, ADP

Anna is a Vice President within ADP Major Accounts. She brings nearly 15 years of experience leading teams focused on delivering ADP’s Human Capital Management (HCM) technology services to mid-size organizations-- from payroll, benefits and regulatory compliance to talent management and analytics.

Her team supports over 1,000 mid-market clients while also driving new business opportunities in the Bay Area marketplace. She also runs ADP’s West Coast Private Equity Channel where her team is focused on implementing strategies that enable PE firms to deploy human capital management services with minimal capital expenditures or business interruptions. Her teams have successfully created a holistic model that enables a greater degree of ease in partnering with ADP while focusing on delivering overall business improvements.