Sunday, September 15, 2019

1:00pm – 7:00pm

Registration Open
Sponsored by PayPlus Software, Inc.

1:30pm - 3:00pm

Federal Government Affairs Committee Meeting

3:00pm - 4:30pm

State Government Affairs Committee Meeting

4:30pm - 6:00pm

Legal Advisory Council Meeting

4:30pm – 6:00pm

PAC Committee Meeting

6:00pm - 7:00pm

Service Partner & Leadership Reception
(Open to all exhibitors & Associate Members)
Sponsored by BlueStar Retirement Services, Inc. and Risk Transfer Insurance Agency, LLC

7:00pm – 10:00pm                      

PAC Donor Appreciation Event
Sponsored by Allegiance Underwriting Group, AmWins Specialty Casualty Solutions, LLC, Libertate Insurance LLC, Slavic401k and Worklio

Monday, September 16, 2019

7:00am- 8:00pm                                 

Registration Open
Sponsored by PayPlus Software, Inc.

8:00am - 3:00pm

Exhibitor Set-Up

9:00am – 10:00am

Audit Committee Meeting

9:00am - 1:30pm

PEO University Session & Lunch
(Additional registration and fee to attend)
Sponsored by Slavic401k

10:30am– 1:30pm

NAPEO Board of Directors Meeting & Lunch
(Open to all NAPEO members)

2:00pm – 2:30pm

Conference Opening with NAPEO’s President & CEO, Pat Cleary

2:30pm - 3:30pm

Opening General Session with DeWitt Jones:Extraordinary Visions
Sponsored by iSolved Network and Pinnacle an NPPG Company

3:30pm - 4:30pm

Breakout Sessions:

• The Economics of Convergence 
  John J. Slavic, CEO and President, Slavic401k

• Multi-Location Issues & Your PEO's Operations
  John M. Polson, Esq., Partner, Fisher Phillips
  Mario Springer, Esq., Vice President and General Counsel, Justworks

• Navigating, Celebrating, and Managing Diversity: Creating a culture of equity and inclusion inside your PEO
  Samantha Wellington, Esq., Senior Vice President, Chief Legal Officer and Secretary, TriNet

CEO Lounge Activity: iPhonography Class with DeWitt Jones
Learn how to take stunning photos on your iPhone from NatGeo photographer DeWitt Jones
(For paid CEO Forum participants only. CEO Forum is open to NAPEO PEO member CEOs and other c-level executives within these PEO member companies.)

Sponsored by PrismHR, Silva Capital Solutions, Inc., Slavic401k, ClayKelley.com, Fisher Phillips, Payroll Funding Company LLC, and The PEOAuxiliary

4:30pm - 4:45pm

Networking Break
Sponsored by Equifax Workforce Solutions

4:45pm - 5:45pm

Breakout Sessions:

• Leading the Sale with Technology
  Barron L. Guss, President & Chief Executive Officer, SimplicityHR by ALTRES
  Joshua Laguana, Senior Sales Engineer, SimplicityHR by ALTRES
• Healthcare Update
  Robyn Crosson, Vice President of Benefits Compliance, ADP TotalSource
  Seth T. Perretta, Esq., Principal, Groom Law Group
  Malcolm C. Slee, Esq., Principal, Groom Law Group
  
• We Come in Peace: The Reality of Life After an M&A Transaction
  Kerim Fidel, SVP & General Counsel, Oasis Outsourcing
  Dale Hageman, CEO, Spirit HR
  Kimberley Pollok, Vice President of Operations, SWBC PEO
  Wanda J. Silva, President, Silva Capital Solutions, Inc.

6:00pm - 8:00pm

Opening Marketplace Reception
Sponsored by PrismHR, Stonehenge Insurance Solutions and Silva Capital Solutions, Inc.

8:00pm - 10:30pm         

CEO Forum Dinner
Enjoy an evening offsite with your PEO CEO friends for a night of good food, good drinks, good music, and even better company.
(For paid CEO Forum participants only. CEO Forum is open to NAPEO PEO member CEOs and other c-level executives within these PEO member companies.)

Sponsored by PrismHR, Silva Capital Solutions, Inc., Slavic401k, ClayKelley.com, Fisher Phillips, Payroll Funding Company LLC, and The PEOAuxiliary

Tuesday, September 17, 2019

7:00am - 7:30pm                    

Registration Open
Sponsored by PayPlus Software, Inc.

7:00am - 8:20am         

ESAC Annual Participant Breakfast Meeting

8:00am - 8:30am

Continental Breakfast
Sponsored by Aon

8:30am - 9:30am

General Session with Erik Qualman: Digital Leadership: The 5 Simple Habits Of Digital Leaders
Sponsored by iSolved Network and Slavic401k

9:30am – 10:30am           

Annual NAPEO Membership Meeting

10:30am - 11:00am

Networking Break
Sponsored by iSolved Network

11:00am - 12:00pm

Breakout Sessions:

• Results of NAPEO's Latest Whitepaper
  Laurie Bassi, CEO, McBassi and Company
• Concepts to Think About When....A 101 Session From the Daily Working Side of Your PEO & Software
  Maureen Ciarolla, CFO, Corporate Solutions
  Jenna Marceau, Director of Implementation & Systems Management, Syndeo Outsourcing LLC
• IRS Certification: What's Happening Now
  Sheldon J. Blumling, Esq., Partner, Fisher Phillips
  Farrah Fielder, Esq., Executive Vice President, Engage PEO
  Norman L. Paul, Chief Executive Officer, SWBC PEO
  Thomas Stohler, Vice President of Federal Government Affairs, NAPEO

CEO Lounge Activity: Roundtable with Erik Qualman
An intimate chat with digital leadership guru Erik Qualman on how CEOs can leverage tech to motivate others and drive results. (For paid CEO Forum participants only. CEO Forum is open to NAPEO PEO member CEOs and other c-level executives within these PEOs.)

Sponsored by PrismHR, Silva Capital Solutions, Inc., Slavic401k, ClayKelley.com, Fisher Phillips, Payroll Funding Company LLC, and The PEOAuxiliary

12:00pm - 2:00pm

Lunch in the Marketplace
Sponsored by Akerman, LLP, Baldwin Krystyn Sherman Partners and Prospective Risk Management, LLC.

12:30pm – 2:00pm

Accounting Practices Committee Meeting

2:15pm - 3:15pm

Breakout Sessions:

• Regulatory Overview: What's Happening Right Now
  Seth T. Perretta, Esq., Principal, Groom Law Group
  Malcolm C. Slee, Esq., Principal, Groom Law Group
  Gordon M. Berger, Esq. Partner, FisherBroyles, LLP
  Thomas Stohler, Vice President of Federal Government Affairs, NAPEO
• The Evolution of a PEO Health Plans
  Tom Jacobs, Esq., Principal, The PEO Auxiliary
  Brian M. Nugent, Esq., Partner, Akerman, LLP
  Lynn Scott, President of PEO, Aetna
  Scott Snyder, President, Managing Principal, Compass Consulting Group, LLC
• Results of NAPEO's Financial Ratio & Operating Statistics Survey
  Scott Hackworth, Senior Vice President, Industry Insights, Inc.
  Johnathan Taylor, Chief Financial Officer, LandrumHR
  Tanya Yakhnis, Chief Financial Officer, Tandem HR

3:15pm - 3:45pm

Networking Break
Sponsored by iSolved Network

3:45pm - 4:45pm                   

Breakout Sessions

• NAPEO Government Affairs Update
  Daniel Harris, Esq., Vice President of State Government Affairs, NAPEO
  Thomas Stohler, Vice President of Federal Government Affairs, NAPEO
• Marijuana & PEO Risks: What You Need to Know
  Lori Albert, Partner, Akerman, LLP
  John Fielding, Director of Risk Management, SimplicityHR by ALTRES
  Katrin Schatz, Attorney, Jackson Lewis P.C.
• Big Data – AI/ML Predictive Analytics and the Potential for PEO
  Sheldon Brechtel, Jr., Executive Vice President - CIO, CCMSI
  John Harman, SVP PEO Solutions Group, Aon
  Paul Hughes, CEO, Libertate Insurance, LLC
  Chase Pettus, Predictive Analytics, Gradient A.I.

5:00pm - 7:00pm

Marketplace Reception
Sponsored by Aetna, Ameritas, KeyBanc Capital Markets and SUNZ Insurance Company

7:00pm - 9:00pm

Exhibitor Breakdown

7:30pm - 10:00pm            

Keep NAPEO Weird: An Evening with the Spazmatics at Banger's Sausage House
Sponsored by Jackson Lewis P.C., MassMutual, Risk Transfer Insurance Agency, LLC, The PEO Auxiliary and Worklio

Wednesday, September 18, 2019

7:00am- 12:00pm                                   

Registration Open
Sponsored by PayPlus Software, Inc.

9:00am - 10:30am            

Breakfast General Session 

Making NAPEO's Work Work for You: LGND on NAPEO's Marketing Projects and Why You Need to Use Them

Join NAPEO’s renowned marketing consultants on a multimedia journey through the entire spectrum of NAPEO’s PEO industry marketing program, from our extensive market research on potential PEO clients to the exciting new video and digital assets that help tell the PEO story in an innovative and compelling way. Learn about the why and how behind these industry marketing efforts and why you should incorporate them into your own PEO marketing plan.

Sponsored by Poster Guard® Compliance Protection and Sensi Tech

10:45am - 11:45pm                              

Breakout Sessions:

• PEO Industry Market Research: A Deep Dive into Key Data Points You Can Use
  Shelly Adcock, Vice President, Povaddo
• Digital Lessons Learned: Insight on Effective Digital Marketing from the Architect of NAPEO’s Successful PEO Ad Campaign
  Ryan McInerney, President, Bluematter
• Free Pub: Leveraging Media as a Marketing Strategy
  Dave Ciano, Director of Marketing, SimplicityHR by ALTRES
  Jack Mallory, Senior Account Director, LGND

12:00pm - 1:30pm                    

Closing Session & Lunch

The October Push: Bringing the Industry Together for a Coordinated Marketing Campaign That Moves the Needle

Find out about NAPEO’s plan to rally the industry for an “October Push” that will utilize the industry’s strength in numbers – as well as customizable marketing assets that can easily be deployed by NAPEO members around the country – to increase the industry’s visibility and market share. Get all the hands-on how-tos for utilizing the NAPEO resources and come away with everything you’ll need to participate in our industry-wide marketing push.

Sponsored by Compass Consulting Group, LLC