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