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Leslie Bonacum
Neil Allen

CCH, KnowledgePoint Present Executive Seminar Series to Help Business Service Providers Acquire, Retain Knowledge-Based Clients

Free seminars in Dallas and Tampa will provide insights on new trends,
technologies and strategies to increase close ratios and client retention

(Petaluma, Calif., April 11, 2002) — Strengthening client relationships, increasing close ratios and measurably contributing to their clients’ and their own success are constant challenges for business service providers, like professional employer organizations (PEOs), insurance companies and financial services firms. Today, CCH INCORPORATED, a provider of employment law information, and KnowledgePoint, a developer of human resource software applications and Internet services, announced an executive seminar series entitled Closing and Retaining Lucrative, Knowledge-Based Clients to assist service providers with the following:

  • Attracting and retaining knowledge-based clients
  • Increasing close ratios
  • Increasing per-client profits
  • Improving client human resource practices
  • Avoiding employee-related lawsuits

The seminar series is free and designed to provide chief executives and business development managers of insurance, financial services and benefits management firms; administrative services organizations (ASOs) and PEOs; and human resource outsourcers, with insights and recommendations from a panel of industry experts. Speakers will include Steve Tessler, an early innovator in the PEO industry, former officer of EPIX Holdings Corporation and currently senior business development partner at CheckPointHR, an ASO; Jim McSherry, president and CEO of Helpline, Inc., a recognized authority on human resource outsourcing; and Ian Alexander, president of KnowledgePoint.

Additionally sponsored by The ProEmp Journal, Helpline, Inc. and HR Employer, Inc., this series will identify new strategies to help attendees and their clients increase their bottom lines.

"Clients both want and need help reinventing themselves in the face of major market changes," says Tessler. "Company strategists should attend this seminar to learn what is available to help their clients transition into a marketspace that isn’t built on nickels and dimes — but is, instead, much more lucrative."

Seminar locations and registration information:

  • Dallas, TX — May 14, 2002, 8am–1pm — Le Meridien Hotel
  • Tampa, FL — May 16, 2002, 8am–1pm — Embassy Suites @ USF

Seminars include a complimentary networking breakfast in the morning and an additional networking session with refreshments at the end. Seating is limited and reservations are required. To register, please go to: For questions, please call Tom Lombardo at 1-800-727-1133, ext. 1392.

About KnowledgePoint and CCH INCORPORATED

Since 1987, KnowledgePoint (a division of CCH INCORPORATED) has been a developer of knowledge-based human resource management software and Internet services. CCH INCORPORATED is a provider of employment law information, software and e-learning for human resource professionals. Together, KnowledgePoint and CCH have developed the Business Power Toolkit, a Web-based bundle of online applications, legal reference tools, training, forms, checklists, Q&A and advice to enable businesses to easily institute human resource "best practices." For more information, visit and



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