Outlook for Staffing Companies: Brandt Sakakeeny, Deutsche Bank

Payroll & HR-Related Companies: James Macdonald & Todd Van Fleet, First Analysis Securities Corporation

Screening & Identity Services, Consulting e-Discovery: Kevane A. Wong, JMP Securities

Human Capital Solutions: Mark S. Marcon, Robert W. Baird & Co. Inc.

Topics covered: Uncertainty in human capital providers - Deterioration in stock prices - Expectations of a slowing GDP - Optimistic companies - Diversified small and mid-cap businesses - International sales offset domestic weakness - Employee benefits management - Background screening - Outsource serviced business model - Payroll and HR-related companies - Consolidation among the SaaS - Multipoint solutions providers - Identity services area - Consulting e-discovery - Slowdown in US commercial staffing revenue - Anticipation of a recession - Market discounts - Buying opportunities

Companies covered: Administaff (ASF), Automatic Data Processing (ADP), Barrett Business Services (BBSI), CBIZ (CBZ), ChoicePoint (CPS), Equifax (EFX), Fair Isaac (FIC), First Advantage (FADV), FTI Consulting (FCN), Gevity (GVHR), Hewitt Associates (HEW), HireRight (HIRE), Huron Consulting (HURN), Intersections (INTX), Intuit (INTU), Kforce (KFRC), Manpower (MAN), MPS (MPS), Navigant Consulting (NCI), Paychex (PAYX), Resources Global Professionals (RECN), Robert Half (RHI), TrueBlue (TBI), Watson Wyatt (WW).