Educational Sessions

NAPEO's PEO Capitol Summit is the only educational program in the country that provides guidance and legal perspective on state and federal rules, requirements, regulations, and changes confronted by PEO owners, managers, HR directors, and attorneys.

Please see the Program at a Glance for session times.

PEO IRS Certification Update – Randy Hardock, NAPEO’s resident PEO IRS certification expert, will provide an up-to-the-minute overview of the law and its implementation, as well as answer all of your key questions about the process. 

Healthcare Update – Groom Law Firm’s Seth Perretta and Malcolm Slee and Robyn Crosson of ADP will give the all-important update on the ACA, covering what has happened, what is happening, and what they think will happen this year with the Trump administration. They will leave plenty of time for Q&A to answer your burning questions.

What’s Happening in the States: State Law & Government Affairs Update – Too often attention is focused on major federal compliance issues.  John Polson of Fisher Phillips and NAPEO’s state government affairs team will bring a sharp focus to key issues of state law compliance, along with what is going on in each state with legislation and regulation.  What are the key PEO differences among states? How do you make your CSA work in multiple jurisdictions?  What are the keys to compliance?  Remember, state requirements are frequently tougher than Big Brother’s federal requirements.  See what NAPEO has been doing around the country on your behalf. An essential session for PEOs.

Case Law Update – Always among the most highly rated portions of the program, this update given by Neil Alexander of Littler Mendelsohn and Steve Pletcher of Scopelits, Garvin, Light, Hansen, & Feary on the key cases and developments in employment law this year is a can’t-miss session. Consider it an invaluable addition to your legal toolkit..

Ethics Session: Breaking Bad – This panel featuring Nick Kapiotis of PEMCO,                                       Robyn Rusignuolo of MBA, and Amanda Snowden of Hagan Noll & Boyle will cover key ethics issues using clips from “Breaking Bad” and “Better Call Saul” with everyone’s favorite lawyer with questionable ethics, Saul Goodman. These examples highlight the importance of managing emerging conflicts among clients, lawyer advertising, barratry, fraud, impairment, and the like.  After each clip, the panelists will engage in a brief discussion of the model rules implicated and the ethical rules for specific states.

PEO Special Clients – Lisse Kravetz of ADP TotalSource, John Polson of Fisher Phillips and                   Amie Remington of Landrum HR will discuss the different type of special clients a PEO may encounter such as government contractors, non-profit organizations, quasi-government contracts, or any a-typical clients and the special needs that go along with these relationships.

The Next Wave of EEOC Discrimination Claims: Mental Disabilities and Implicit Bias in the Workplace Ted Kazaglis of Jackson Lewis and Gordon Berger of Ford Harrison will go over the EEOC issued guidance on mental illness as a disability and accommodation requirements, “Depression, PTSD & Other Mental Health Conditions in the Workplace: Your Legal Rights.” More and more, PEOs are experiencing a significant rise in disability accommodation issues in relation to mental disabilities, which is much tougher than physical disabilities. They will discuss cases and an employer’s accommodation obligations. Also, “implicit bias” seems to be taking on a life of its own. This refers to unconscious attitudes, feelings or stereotypes which may find their way into decision making in the workplace. Many times disparate impact cases are based on implicit bias theories. These are the two areas the EEOC will focus on and employers will see more charges under these theories.

Tax Credits – Sheldon Blumling of Fisher Phillips and Barry Salkin of Wagner Law Group will discuss the tax credits including federal tax credits, PEO IRS Certification and tax credits – can the clients still take the credit, what is taxable?, what is not?, how do we deal with sales tax?, garnishments, and much more.  This session will cover all things tax credits and what your PEO needs to know.

Cyber Security for Employers –This panel featuring Rodney Jordan of The TLC Companies and two outside counsel from Holland & Hart – Brian Nugent and Dustin Berger of Holland & Hart tackles the top-of-mind issue of cyber-security, including what you need to do as a PEO to protect both yourself and your clients from a cyber breach. 


Continuing Professional Education

Continuing Legal Education (CLE) credits, including ethics, through various states:

  • NAPEO is applying for provider credit for continuing legal education in a number of states. While credit in every state cannot be guaranteed, last year 20+ states directly accredited the program and others allowed individual credit. Please indicate on your registration any CLE state in which you desire CLE credit. This year, NAPEO expects to offer one (1) hour of CLE ethics credit.

SPHR and PHR (General HR) credits through the HR Certification Institute (HRCI)

PDCs through the Society for Human Resource Management (SHRM)

10.00 Business Law CPE credits through the National Association of State Boards of Accountancy (NASBA)

South Carolina CPE (SC CPE) credits through Consumer Affairs of South Carolina


If your continuing education program is not listed above, feel free to request a general letter of attendance and any supporting materials needed for your self-reporting purposes. For any questions and requests, please contact Allie Hansen at