Monday, October 9, 3:30pm - 4:30PM

Keynote Speaker Crystal Washington

Monday, October 9, 3:30pm - 4:30pm

Usama Kahf, Esq., Partner, Fisher Phillips
Anne Yarovoy Kahn, Esq., Of Counsel, Fisher Phillips

Large or small, regional or national, data privacy matters to both the PEO and its clients.  Not only is it a compliance obligation but best in class data governance is a game changer for your business. Come hear our presenters discuss why PEOs should care about data privacy and what you can do in your operations to ensure your data is protected. 

Monday, October 9, 3:30pm - 4:30pm

Heather Keefer Saulsbury, EVP StaffLink, a PrestigePEO company
Jeff Farber, Extensis HR

All PEOs are scrambling for sales talent, it’s an upside down world. The PEO sale has become even more complex and requires an advanced skill set.  Many PEOs will only hire top talent that comes with hefty price tag or attempt to have grass root efforts for training and recruitment initiatives.  Come join the conversation on what is a very hot topic for all PEOs that are challenged with training and development for sales and learn some tips on how to make changes right away from our presenters.

Monday, October 9, 3:30pm - 4:30pm

Michael Hadley, Partner, Davis & Harman LLP

The SECURE 2.0 legislation that was included in the omnibus spending legislation enacted at the end of 2022 contains nearly 100 provisions impacting employment-based retirement savings plans. In this session, attendees will learn about the provisions of SECURE 2.0 that impact PEOs and their 401(k) plans, and provide insight into which provisions are important to focus on and how to take advantage of them now.

Monday, October 9, 3:30pm -4:30pm

Julie Cirillo, Chief Risk Officer, Engage PEO
Laura Platero, Director of Product Strategy, Questco
Suzanne Rodgers, VP - Benefits, ADP TotalSource, Inc.
Stan Smith, Founder & CEO, Gradient AI


Learn how underwriters are using data, coupled with Artificial Intelligence and advanced analytics, to win new business and optimally manage their book of business. Real-world practitioners will discuss how analytics are helping them to gain deeper insights into group risk to make better and faster underwriting decisions. Presenters will examine how advanced analytics impacts new business competitiveness, retention, customer satisfaction, MLR, and overall plan performance.

Tuesday, October 10, 11:00am - 12:00pm

Tuesday, October 10, 11:00am - 12:00pm

Sheldon Blumling, Esq., Partner, Fisher Phillips
Michael L. Hadley, Esq., Partner, Davis & Harman LLP
Seth T. Perretta, Esq., Principal, Groom Law GroupMalcolm C. Slee, Esq., Principal, Groom Law Group

Come get the answers to your burning questions. This is your opportunity to seek insight, clarification, and analysis of tricky and complicated issues. Bring your toughest questions to try and stump our experts! 

Tuesday, October 10, 11:00am - 12:00pm

In this day and age, you need to be creative to gain the attention of new prospects. Our panel of PEO marketing (and operating) experts will walk the audience through a guided discussion on what unique ideas are out there to help sell the complicated PEO sale.  They will discuss new and innovative techniques that have been capturing prospects attention and gaining new leads that had been undiscovered with run of the mill marketing. The group will then open the discussion up to the audience to hear what else may be out there, so come with your innovative marketing ideas.

Tuesday, October 10, 11:00am - 12:00pm

Scott Hackworth, Senior VP, Industry Insights, Inc.
Johnathan Taylor, CFO, LandrumHR
Todd Matheny, CFO & Vice President of Finance, Syndeo Outsourcing, LLC 

NAPEO’s 2022 Financial Ratio & Operating Statistics Survey is an invaluable benchmarking tool for PEOs. Attendees will gain up-to-date, data-driven insight into the PEO industry and learn the latest operating statistics on benefits, pension plans, sales, client service, HR, payroll, and technology.

Tuesday, October 10, 11:00am - 12:00pm

Hamesh Chawla, CEO, Mulberri Inc.

What is generative AI? What is the distinction between generative AI and just AI? Come to this session to hear what generative AI is and what policies you need to have around this and how to integrate generative AI into your PEO.

Tuesday, October 10, 11:00am - 12:00pm

Laurie Bassi. CEO, McBassi & Company

Join the architect of NAPEO's successful industry research program as she unveils our latest white paper, the PEO Industry Footprint: 2023 and details the key data points on the industry. 

Tuesday, September 13, 2:15pm-3:15pm

John Slavic, CEO & President, Slavic401k

This session will examine the key economic trends that affect the PEO industry, John will help give you a better perspective in planning for the future. A particular focus will be on the accelerating nature of technology, the shift in worksite demographics and the PEO model of the future. This session is geared towards CEOs and how they can leverage this data to help run their PEO better.

On July 7, the Departments of Labor, Treasury, and Health and Human Services published an important proposed rule that: significantly changes the rules around short-term, limited-duration insurance (“STLDI”); changes the requirements for fixed indemnity and hospital indemnity excepted benefits; solicits comments on requirements for specified disease or illness excepted benefits; solicits information about the use of level-funded premium plans in the small group market; and clarifies the tax treatment under the Internal Revenue Code of fixed amounts received through employment-based accident or health insurance that are paid regardless of the amount of medical expenses incurred Many PEOs, PEO clients, and prospective PEO clients utilize these types of programs, so it is critically important to understand the federal agencies’ current thinking about the rules that govern them.  We’ll review the proposed rule and provide insights into the agencies’ positions.

Tuesday, October 10, 2:15pm - 3:15pm

William Stewart and Nonah Oleson, Povaddo

Join our market research partners from Povaddo as they take a deep dive into our latest market research, which focuses on co-employment. What did business owners tell us about what co-employment means to them? What are their key concerns? What are the best ways to discuss co-employment and when should you do it? The research provides valuable insight into the minds of potential prospects that will help you make decisions about how to address co-employment in your PEO sales and marketing efforts.

Tuesday, October 10, 2:15pm - 3:15pm

Outsourcing is top of mind for all PEOs. What do you use if for?  Accounting and finance teams within PEOs can use it for efficiency and productivity - our experts will discuss how you effectively outsource to help your PEO.

Tuesday, October 10, 2:15pm - 3:15pm

Alex Campos, Chief Executive Officer, Vensure Employer Services
Frank Anderson, Divisional VP and Lead Counsel - Product, Data & Technology, TriNet Group, Inc.

There are so many ways you can use AI to help improve your PEO.  Join our presenters who will go over use cases on how to use AI within your PEO and help improve your business operations. They will also give you the not-so-great ideas that you may want to steer clear of.

Tuesday, October 10, 2:15pm - 3:15pm

Kristen J. Appleman, CEBS, SHRM-SCP, CPP, SVP/GM, ADP TotalSource, Inc.
Tara Conger, President, Tandem HR
Celeste Johnson, MBA, PHR, CEO, The Applied Companies LLC
Wanda J. Silva, President, Silva Capital Solutions, Inc.
Lee C. Yarborough, President, Propel PEO, Inc.

As a continuation of the WIN Webinar in September, come hear from current and past NAPEO leaders on how they got more involved in NAPEO leadership and leveraged their experience to do so.  Do you aspire to ascend into NAPEO leadership but don't know the tips and tricks to do so?  This is the session for you, you will learn what steps you can take to become a future NAPEO leader!

Tuesday, October 10, 3:45pm - 4:45pm

Patrick J. Cleary, President & CEO, NAPEO
Kerry Marshall, VP, Marketing & Communications, NAPEO

Come hear a candid conversation where Kerry Marshall will interview Pat, asking all the questions that have been asked throughout the years, before we say our final farewell.  Come prepared with questions, as there will be a chance to ask all your burning questions on the spot!

Tuesday, October 10, 3:45pm - 4:45pm

Gordon M. Berger, Esq., Partner, FisherBroyles
John M. Polson, Esq., Chairman & Partner, Fisher Phillips

It is imperative that PEOs prepare for the impact of AI on their business and their clients' businesses. There are so many phishing scams and crippling copyright claims that come from AI use - these can become horror stories. This panel will open your eyes about some of the hidden dangers – but offer you practical solutions to keep you safe.

Tuesday, October 10, 3:45pm - 4:45pm

What do your marketing and sales budgets look like these days?  How are they being broken up? Are you spending more on events and less on online advertising? Or are you perhaps spending all your money on video production? COVID made everyone reevaluate their budget, what does budgeting look like post-Covid? What works and doesn’t? This session will evaluate these different ideas and will examine what different PEOs are doing based on size and geographic location? Come to the session with your ideas and questions, as it will be interactive!

Tuesday, October 10, 3:45pm - 4:45pm

Should you update your CSA? Now is the time to start thinking about that as we plan for next year.  Come here tips and strategies on updating and redoing your CSA with tips for accounting & finance professionals.

Tuesday, October 10, 3:45pm - 4:45pm

Improve your organization's cybersecurity posture by implementing essential security controls.

Tuesday, October 10, 3:45pm - 4:45pm

Nicholas Kapiotis, Esq., General Counsel, NAPEO
Thom Stohler, VP, Federal Government Affairs, NAPEO
Hannah Walker, Esq., Senior Director, State Government Affairs, NAPEO

Come hear what is happening across the country and federally with an update by NAPEO's own government affairs experts.

Wednesday, October 11, 10:15am - 11:15am

The life cycle of a PEO is like a person growing up and going to school, where do you fit in? Are you in infancy, preschool, elementary school, high school, college, or graduate school? Come here our panel discuss this life cycle and how you can prepare for the next level. Here from differing sized and aged PEO CEOs who can help you get to the next level of schoooling!

Wednesday, October 11, 10:15am  - 11:15am

Linda Gulledge, Esq., Attorney, Fisher Phillips
Lauren Sobaski, Esq., Associate, Fisher Phillips

Most people think about compliance as the way to not get sued.  That is important to everyone.  But, in the PEO business model compliance also is part of competing.  Most PEOs include compliance as part of their product.  Regardless, PEOs cannot compete effectively without navigating complex maze of laws and rules that apply to the PEO model.  The presenters will discuss best practices for providing compliance services and keeping the PEO’s own compliance in order. 

Wednesday, October 11, 10:15am - 11:15am