Logo trinet

TriNet
(941) 741-4674
www.trinet.com

TriNet provides small and midsize businesses with an HR solution so they can free themselves from the complexities of HR and focus on their goals. As their trusted HR business partner, TriNet assumes many of the responsibilities of being an employer and helps these companies contain HR costs, minimize employer-related risk, and relieve the administrative burden of HR. TriNet offers bundled HR products, along with additional cloud products and strategic services, resulting in a comprehensive and empowering solution.

Archived Webinars

MASTERING R&D TAX CREDITS: ​ELEVATE YOUR PRACTICE
Recorded Date March 6, 2025  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, Enrolled Agent, Small Business Owner     
WORK OPPORTUNITY TAX CREDIT ESSENTIALS: MAXIMIZE BENEFITS FOR YOUR CLIENTS
Recorded Date February 20, 2025  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
R&D TAX CREDITS: OPTIMIZING & DEFENDING YOUR WORK
Recorded Date November 7, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
SOLVING FINANCIAL CHALLENGES OF GLOBAL EMPLOYMENT WITH EOR SUPPORT
Recorded Date October 24, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personnel/Human Resources  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
UNDERSTANDING THE WORK OPPORTUNITY TAX CREDIT IN 2024
Recorded Date July 25, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
FUTURE-PROOF YOUR FIRM WITH AI: STREAMLINE TAX SEASON AND MONTH-END CLOSE
Recorded Date June 20, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
AI IN ACCOUNTING: REDEFINING THE PROFESSION WITH AI AND REAL-TIME ACCOUNTING
Recorded Date December 13, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Information Technology  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
BREAKING DOWN SALES TAX FOR E-COMMERCE IN 2023
Recorded Date November 30, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes (Sales Tax)  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
FORM 990 MASTERY: MAXIMIZE BOARD MEMBER ENGAGEMENT AND NON-PROFIT COMPLIANCE
Recorded Date September 14, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Attorney, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Nonprofit Professional     
LEARN THE POWER OF THE WORK OPPORTUNITY TAX CREDIT (WOTC)
Recorded Date July 20, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Small Business Owner     
CREATING FIRM VALUE WITH R&D CREDITS
Recorded Date November 18, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
ENGAGING YOUR BOARD FOR MISSION SUCCESS
Recorded Date October 11, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other     
RECOVERING OVERPAID SALES TAX: YOUR GUIDE TO A REVERSE SALES AND USE TAX AUDIT
Recorded Date July 27, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Auditing  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
UNDERSTANDING HOW TECHNOLOGY HAS CHANGED ACCESS TO FEDERAL TAX INCENTIVES
Recorded Date February 25, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
UNDERSTANDING 401(k) AND WHY IT MATTERS TO YOUR CLIENTS
Recorded Date April 18, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personnel/Human Resources  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
END OF YEAR PAYROLL CONSIDERATIONS FOR YOUR CLIENTS: W2, 1099 & K1 DISTRIBUTIONS
Recorded Date November 28, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
HR CONSIDERATIONS TO HELP SMBS BE MORE EFFECTIVE AND EFFICIENT
Recorded Date October 29, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personnel/Human Resources  Course Level Basic      Who Should Attend Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner     
HOW TO SELECT THE BEST HR SOLUTION FOR YOUR BUSINESS
Recorded Date September 26, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personnel/Human Resources  Course Level Basic      Who Should Attend Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner     
R&D TAX CREDITS: CREATE VALUE FOR YOUR FIRM
Recorded Date August 23, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
JUGGLE THE STRUGGLE: EMPLOYMENT COMPLIANCE FOR YOUR BUSINESS AND CLIENTS
Recorded Date June 26, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personnel/Human Resources  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
TAX REFORM BASICS AND CONSIDERATIONS FOR THE RELOCATION INDUSTRY
Recorded Date May 1, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
EMPLOYMENT LAWS CHANGED IN 2018 – ARE YOU COMPLIANT?
Recorded Date March 29, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Law  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
PROFESSIONAL EMPLOYER ORGANIZATIONS (PEO): HOW DOES A PEO BENEFIT MY CLIENTS?
Recorded Date January 11, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner     
BUILDING AN EMPLOYEE BENEFITS SUITE THAT FITS YOUR UNIQUE BUSINESS NEEDS
Recorded Date September 16, 2015  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
NAVIGATING HR, EMPLOYEE BENEFITS AND RISK PROTECTION WITH PEOs
Recorded Date August 27, 2015  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
Linkedin
Jacqueline Breslin

TriNet
Director of HR Center of Excellence
jacqueline.breslin@trinet.com
(501) 875-7566

Professional Bio.

Linkedin
Ben Codi

TriNet
Area Sales Manager
ben.codi@trinet.com
(201) 892-1773

Professional Bio.

Marla Cussen

TriNet
Senior Benefits Consultant
marla.cussen@trinet.com
(941) 741-4674

Professional Bio.

Linkedin
Rick Figliolia

TriNet
Professional Sales Consultant
rick.figliolia@trinet.com
(718) 954-0269

Professional Bio.

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CJ Gregorios

TriNet
Senior Benefits Consultant
cj.gregorios@trinet.com
(941) 741-4674

Professional Bio.

Linkedin
Adele Leonard

TriNet
VP Payroll & Core Delivery
adele.leonard@trinet.com
(941) 741-4674

Professional Bio.

Linkedin
Sam Neff

TriNet
Manager, HR Center of Expertise
sam.neff@trinet.com
(941) 741-4674

Professional Bio.

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Melissa Pavsner

TriNet
Retirement Benefits Manager
melissa.pavsner@trinet.com
(704) 206-7449

Professional Bio.

Linkedin
De Sawa

TriNet
Sr. Client Relationship Executive
de.sawa@trinet.com
(941) 741-4674

Professional Bio.