Sunday, October 8, 2023
11:00am - 1:30pm
Executive Committee Meeting & Lunch
1:00pm - 7:00pm
Registration Open
Sponsored by PayPlus Software, Inc. |
1:45pm - 3:00pm
Federal Government Affairs Committee Meeting
3:15pm - 4:30pm
State Government Affairs Committee Meeting
4:45pm - 6:00pm
Legal Advisory Council Meeting
4:45pm - 6:00pm
PAC Committee Meeting
6:00pm - 7:00pm
Service Partner Reception
(Open to all exhibitors & NAPEO associate members)
Sponsored by Sponsored by Fisher Phillips, Gallagher|Formerly Stonehenge Insurance Solutions, PEO Velocity by Compass PRM, and Risk Transfer, A Gallagher Company,
Sponsored by Sponsored by Fisher Phillips, Gallagher|Formerly Stonehenge Insurance Solutions, PEO Velocity by Compass PRM, and Risk Transfer, A Gallagher Company,
7:00pm - 9:00pm
Women in NAPEO (WIN) Reception
(Separate registration and fee required to attend)
Sponsored by Aetna, Libertate Insurance LLC, Normandy Insurance Company, and Slavic401k
Sponsored by Aetna, Libertate Insurance LLC, Normandy Insurance Company, and Slavic401k
Monday, October 9, 2023
7:30am - 8:00pm
Registration Open
Sponsored by PayPlus Software, Inc.
8:30am - 1:00pm
PEO University Session & Lunch
(Additional registration and fee to attend)
Sponsored by BLR, G-P (Globalization Partners), isolved Network, Libertate Insurance LLC, and Slavic401k
Sponsored by BLR, G-P (Globalization Partners), isolved Network, Libertate Insurance LLC, and Slavic401k
9:00am - 10:00am
Healthcare Committee Meeting
10:00am - 1:00pm
NAPEO Board of Directors Meeting & Lunch
Sponsored by Ameritas, G-P (Globalization Partners), Guardian Life Insurance Company, and Juice Financial
1:30pm - 2:00pm
Conference Opening with NAPEO’s President & CEO, Pat Cleary
2:00pm - 3:00pm
Opening General Session with Crystal Washington: Harness Generative AI Like ChatGPT for Enhanced Performance
Sponsored by PrismHR & Slavic401k
3:00pm - 3:30pm
Networking Break
Sponsored by Aetna, Gradient A.I., Omega Accounting Solutions, Tabulera, Inc., and ThinkWare, Inc.
3:30pm - 4:30pm
PEO Educational Breakout Sessions
- Accounting/Finance - Secure 2.0 - What it Means for a PEO & How to Take Advantage of Provisions
- CEO - Roundtable with Crystal Washington - Dive Deeper in AI
- HR/Legal/Compliance - Why PEOs Should Care About Data Privacy
- Marketing/Sales - Strategies for Building an Effective Sales Team
- Operations/Technology - Smart Data: Leverage AI to Win and Retain More Business
4:45pm - 6:45pm
Opening Marketplace Reception |
Sponsored by Gallagher | Formerly Stonehenge Insurance Solutions, Risk Transfer, A Gallagher Company,
and Transamerica
and Transamerica
7:00pm - 9:30pm
CEO Forum Dinner
(separate registration and fee required to attend, for PEO member C-level attendees)
Sponsored by claykelley.com, Fisher Phillips, Payroll Funding Company LLC, PrismHR,
Silva Capital Solutions, Inc., and Slavic401k
Sponsored by claykelley.com, Fisher Phillips, Payroll Funding Company LLC, PrismHR,
Silva Capital Solutions, Inc., and Slavic401k
8:30pm - 10:00pm
NextGen Mixer
(separate registration and fee required to attend, for NAPEO members 40 and younger)
Sponsored by Espyr, isolved Network, MetLife, and Slavic401k.com
Sponsored by Espyr, isolved Network, MetLife, and Slavic401k.com
Tuesday, October 10, 2023
7:00am - 8:20am
ESAC Annual Participant Breakfast Meeting
8:00am - 7:00pm
Registration Open
Sponsored by PayPlus Software, Inc.
8:00am - 8:30am
Networking Breakfast
Sponsored by Aon, BMO Financial Group, Guardian Life Insurance Company, OysterHR, Inc., and Transamerica
8:30am - 9:30am
General Session with Mark Schulman: Hacking the Rockstar Attitude
Sponsored by G-P (Globalization Partners), and isolved Network
9:30am - 10:30am
Annual NAPEO Membership Meeting
10:30am - 11:00am
Networking Break
Sponsored by BLR, ClearlyRated, Poster Guard® Poster Compliance Service, Safeguard Global, and UnitedHealthcare
11:00am - 12:00pm
PEO Educational Breakout Sessions
- Accounting/Finance - NAPEO Financial Ratio & Operating Statistics Survey Results
- CEO - Songwriting Workshop with Keynote Presenter Mark Schulman
- HR/Legal/Compliance - Stump the Wizards
- Marketing/Sales - Marketing Techniques to Capture Prospect Attention and Bring in New Leads
- Operations/Technology - Generative AI
- Bonus Session - NAPEO's Newest White Paper Revealed
12:00pm - 2:00pm
Lunch in the Marketplace
Sponsored by Key Risk (a Berkley Company), Milliman, PRO Software, LLC and UKG Ready
12:30pm - 2:00pm
Accounting Practices Committee Meeting
12:30pm - 2:00pm
Marketing & Communications Committee Meeting
2:15pm - 3:15pm
PEO Educational Breakout Sessions
- Accounting/Finance - Outsourcing & Your PEO Accounting & Finance Team
- CEO - PEOs & The Economy: An Economic Update
- HR/Legal/Compliance - Federal Guidance on Short-Term Limited-Duration Insurance
- Marketing/Sales - Key Findings from Focus Groups with Small Business Owners
- Operations/Technology - AI - How to Effectively Use for Your PEO Operations
- Bonus Session - WIN Session: How to Become More Active in NAPEO to Become a NAPEO Leader
3:15pm - 3:45pm
Networking Break
Sponsored by Espyr, Mercer Health & Benefits, LLC, Notice Ninja, Inc., SUNZ Insurance Company,
Swipeclock, and Vestwell.
3:45pm - 4:45pm
PEO Educational Breakout Sessions
- Accounting/Finance - The CSA - Best Strategies & Practices
- CEO - A Candid Conversation with Pat Cleary
- HR/Legal/Compliance - Artificial Intelligence & Privacy Laws
- Marketing/Sales - Developing Marketing and Sales Budgets - What Works and What Doesn’t?
- Operations/Technology - Cyber Defense - MFA, Social Engineering Measures & Education
- Bonus Session - What's Happening in the States & Fed: A NAPEO Update
5:00pm - 6:30pm
Marketplace Reception
Sponsored by Ameritas, Juice Financial, and Oyster HR, Inc.
6:00pm -7:00pm
Florida Leadership Council Reception
6:30pm - 8:30pm
Exhibitor Breakdown
7:00pm - 10:00pm
Evening Event - A Farewell to Pat Cleary
Sponsored by Aon, Citibank, N.A., G-P, Guardian Life Insurance Company, isolved Network, Jackson Lewis, P.C.
PrismHR, and Slavic401k
PrismHR, and Slavic401k
Wednesday, October 11, 2023
7:30am - 8:30am
NAPEO YoGa - Yoga at the Gaylord
Sponsored by Ameritas, Espyr, and UKG Ready
8:30am - 1:00pm
Registration Open
Sponsored by PayPlus Software, Inc.
9:00am - 10:00am
Networking Breakfast & Roundtable Discussions
Sponsored by Fisher Phillips, Gallagher | Formerly Stonehenge Insurance Solutions, Libertate Insurance LLC,
McHenry Consulting, PEO Velocity by Compass/PRM, and Risk Transfer, A Gallagher Company
McHenry Consulting, PEO Velocity by Compass/PRM, and Risk Transfer, A Gallagher Company
10:15am - 11:15am
PEO Educational Breakout Sessions
- Accounting/Finance - FMLA Tracking
- CEO - The Life Cycle of a PEO - Where are You?
- HR/Legal/Compliance - Winning With Compliance
- Marketing/Sales - Building a Better PEO Brand: The What, Why, and How
- Operations/Technology
11:30am - 1:00pm
Lunch & Closing General Session
Sponsored by Ameritas, Citibank, N.A., Juice Financial, Key Risk (a Berkley Company), Milliman, PRO Software, LLC,
and UKG Ready,