Education
PEO education sessions align with various tracks of PEO expertise to provide tailored sessions and deliver practical information you can use back in the office. There really is something for everyone; here's what we have planned:
Business Fraud
RM - Tuesday, September 28, 11:00am - 12:00pm
Mike Davis, CEO-Managing Member, UniqueHR
Bruce McCreadie, President & CEO, American PEO Insurers
This session will cover PEO-specific fraud and the most prevalent areas of which a PEO needs to be aware to protect itself. Our experts will also cover cyber fraud and crime to show how today’s bad guys are stealing from you via your IT systems
and what the risks are.
California and Other Pain in the Neck States: Big State Compliance Issues for PEOs and How to Handle Them
HR/Legal/Compliance - Wednesday, September 29, 10:45am - 12:00pm
Sheldon J. Blumling, Esq., Partner, Fisher Phillips
Linda Gulledge, Esq., Attorney, Fisher Phillips
Christina K. Nelson, President, Pacific HR, Inc.
John M. Polson, Esq., Partner, Fisher Phillips
If you do business in more than one state than you know that one size doesn’t fit all. Each state handles various compliance matters differently which can make multi-state operations difficult; especially when states like California are known for
extensive employer and workforce regulations. This panel of legal experts will explore tricky state compliance issues and how PEOs can handle them.
Cybersecurity/Assessing Your IT System Risk
RM - Monday, September 27, 3:15pm - 4:15pm
Robert Glass, Tilson HR
Jenna Marceau, Chief Information Officer, Syndeo Outsourcing LLC
Bruce McCreadie, President & CEO, American PEO Insurers
Bruce McCreadie, President & CEO, American PEO Insurers
This session covers which specific steps to take when conducting a risk assessment of your IT systems. The panel will also review assessing your vendor systems, contractual risk transfer of your cyber risk to suppliers/vendors and insurance, and cyber
insurance policy. Since no two cyber insurance policies are the same, this session will review what coverages need to be included and the most important terms and conditions that aren’t optional.
Doubling Your Sales Growth with Brokers
Marketing & Sales - Tuesday, September 28, 3:45pm - 4:45pm
Vic Tanon, President, Emplicity
What do brokers want from a partnership with PEOs? What should PEOs expect? We’ll discuss ground rules for working with brokers, do’s and don’ts in setting up a partnership with brokers, and how to handle contracts and liability.
Finding Your Blue Ocean
Marketing & Sales - Tuesday, September 28, 11:00am-12pm
Heather Keefer Saulsbury, VP Sales & Marketing, StaffLink Outsourcing, Inc.
Abram Finkelstein, President, StaffLink Outsourcing, Inc.
Heather Keefer Saulsbury, VP Sales & Marketing, StaffLink Outsourcing, Inc.
Abram Finkelstein, President, StaffLink Outsourcing, Inc.
The ability to attract and find new PEO business is critical to every sales team. There are long term PEO utilizers that seem to bounce from PEO to PEO every three years. These businesses have heavy solicitation saturation and tend to hop ship every 2-3
years. The new-to-PEO organic business is something every sales rep is told to focus on. How do we find these businesses? What appeals to them? How do we market to and support initiatives for these type of businesses.
How to Prepare for Your PEO's End of Year Accounting Tasks
Acct/Fin - Tuesday, September 28, 11:00am - 12:00pm
Jeff S. Solis, Principal, UHY LLP
Jean Goldstein, Principal, PEO Advisory Services, Inc.
Doug Fahrnow, Parter, Somerset CPAs, P.C.
Before audit season arrives, you’ll want to make sure you have a complete check list of critical end of year tasks. This panel of accounting experts will examine the issues you should be aware of, and steps you should take, to close out the year
on the right foot.
Inquiring Minds Want to Know: How to Prepare for Being Sold
CEO - Monday, September 27, 3:15pm - 4:15pm
Bill Lyons, Founder & CEO, Lyons HR
Brian Nugent, Esq., Partner, Akerman, LLP
Mark C. Perlberg, Managing Director, Nautic Partners
Wanda J. Silva, President, Silva Capital Solutions, Inc.
2021 has ushered in many questions about the new normal in business. We have also seen a significant increase in PEO Merger & Acquisition activity. Many PEO owners get a constant barrage of letters, e-mails and calls. Planning for the future is an
art, and different for each PEO. Should you have interest in selling your PEO or simply want to respond kindly to these inquiries, how can you best be ready for that exit when the right suitor knocks on the door? In this session, you will hear real
life stories from executives and others who have been on the front lines about how to best prepare your PEO for an investment or sale.
Legal Liability PEOs Face in Today's Cyber World
RM - Tuesday, September 28, 3:45pm - 4:45pm
Hank Johnson, Director of Risk Management, Nextep, Inc.
Joseph Lazzarotti, Esq., Principal, Jackson Lewis P.C.
This session will discuss the legal liability imposed by federal & state governments concerning the responsibility to safeguard information. The panel will explain what is considered private information and personal/business information and the penalties
for failing to safeguard such information. Our experts will also review a few different states laws to demonstrate the seriousness of such laws and the financial consequences they impose.
Operational Compliance
Ops/Tech - Monday, September 27, 3:15pm - 4:15pm
Christy Arnold, General Counsel, LandrumHR
Kara Bloomberg, Chief Operating Officer, LandrumHR
Tina Gutierrez, HR Director, Employer Flexible
Wade Vielock, Vice President, Client Services, Employer Flexible
How does your operations team evolve with the increased complexity and quantity of new regulations? If you look at 2020 alone, PEOs have had to absorb the workload: ERTC, FFCRA, deferred taxes, PPP loan documentation, new UI rates and requests, COBRA
subsidy, and more. This session will explore how PEOs are structuring their ops team to handle these types of changes to offer inisght and spark new ideas.
Planning for Next Year: Measuring True Client Profitability
Acct/Fin - Tuesday, September 28, 3:45pm - 4:45pm
Tanya Yakhnis, CPA, Chief Financial Officer, Tandem HR
Wendy Katz, CFO, Questco
As you enter the fourth quarter and start looking ahead to 2022, it’s important to understand how to accurately measure client profitability. This session will explore ways to do so.
PEO University
If you’re new to the industry or looking for refresher course on key issues, be sure to add PEO University to your conference registration! This half-day session takes place on Monday before the conference officially opens.
Leading industry
experts will explore the main pillars of the PEO model and walk you through unique PEO issues and practices. You’ll learn a better understanding of the co-employment model and become aware of pitfalls that might cause issues for your business.
Lunch is provided. A separate registration and fee are required to attend.
Results of NAPEO's Financial Ratio & Operating Statistics Survey
Acct/Fin - Monday, September 27, 3:15pm - 4:15pm
Tanya Yakhnis, CPA, Chief Financial Officer, Tandem HR
Johnathan Taylor, Chief Financial Officer, LandrumHR
Scott Hackworth, Senior Vice President, Industry Insights, Inc.
Each year NAPEO’s Financial Ratio & Operating Statistics (FROS) Survey reveals valuable insight into the state of the PEO industry. This session will examine the results of this year’s study, so you can see how your PEO compares to industry
benchmarks.
Selling in the Virtual World
Marketing & Sales - Monday, September 27, 3:15pm - 4:15pm
Clay Kelley, Chief Results Officer, claykelley.com
PEO sales expert Clay Kelley will present his best strategies for selling in a virtual world. COVID-19 drastically changed the way we interact and connect with one another. This session will teach you how to master the virtual world when it comes to selling
for your PEO.
Social Media Strategies for PEOs
Marketing & Sales - Wednesday, September 29, 10:45am - 12:00pm
Are you making the most of your social media channels? Are you setting the right social media goals for your company? Do you need to fine-tune your strategy? Learn how other PEOs are approaching social media strategy and leveraging social tools to achieve
marketing goals.
Stump the Wizards
HR/Legal/Compliance - Monday, September 27, 3:15pm - 4:15pm
Michael L. Hadley, Esq., Partner, Davis & Harman LLP
Randy Hardock, Esq., Of Counsel, Davis & Harman LLP
Seth T. Perretta, Esq., Principal, Groom Law Group
Malcolm C. Slee, Esq., Principal, Groom Law Group
Randy Hardock and Michael Hadley of Davis and Harman will join Seth Perretta and Malcolm Slee of the Groom Law Group to answer 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!
PEOs, Their Competitors, and the Future
HR/Legal/Compliance - Tuesday, September 28, 3:45pm - 4:45pm
Kerim Fidel, Director, Legal, Oasis, A Paychex Company
John M. Polson, Esq., Partner, Fisher Phillips
Carrie Cherveny, Chief Compliance Officer, HUB International
Carrie Cherveny, Chief Compliance Officer, HUB International
As other business models and tech platforms seek to occupy PEOs’ traditional space and the labor and regulatory environments change, how are PEOs positioned? An expert panel will discuss why clients are choosing or leaving PEOs, how PEOs compare to competing models, and how PEOs should adapt to remain competitive.
The Co-Employment Contract: A Refresher for PEO Sales & Operations Professionals
General - Tuesday, September 28, 3:45pm - 4:45pm
Tom Jacobs, Esq., Principal, The PEO Auxiliary
Brent R. Tilson, President & CEO, Tilson HR
Hannah Walker, Esq., General Counsel, UniqueHR
What is the value proposition of the co-employment contract? PEO sales professionals need a better understanding of the contract and how to sell with it in mind. Our panelists will review sample PEO contracts and how you, as a PEO sales professional,
can sell it. The more knowledge you have, the better you can sell.
The New World of Work
HR/Legal/Compliance - Tuesday, September 28, 11:00am - 12:00pm
Erica Brune, President, Lever1
Celeste Johnson, CEO, The Applied Companies LLC
Brian Nugent, Esq., Partner, Akerman, LLP
There is a national workforce shortage. Why? A confluence of many factors including a shift in the workforce, continued government assistance, demographic changes, psychological impacts, no foreign workers, and a booming economy that was building pre-COVID.
What is the impact? Low engagement, career shifting, wage pressure, and supply chain interuptions. What can our client companies and small businesses do? They need to shift their mindset and become more recruiting focused. This panel of recruitment
experts will share unique and unprecedented strategies business are using to attract and retain talent amid the ongoing worker shortage. This session will cover what the market is requiring, how to sell your business to job seekers, innovative recruitment
techniques, incentives and referral bonuses, frontline to executive demands, and how to showcase culture and career. PEOs have historically been ahead of the curve on helping to attract and retain top talent, let’s keep it that way.
Understanding the Power of Data: An Overview & Case Studies in Artificial Intelligence & Machine Learning for PEO
Ops/Tech - Tuesday, September 28, 3:45pm - 4:45pm
Andy Lubash, Chief Executive Officer, Prestige Employee Administrators
Chase Pettus, AI/Predictive Analytics, Gradient A.I.
Jennifer Robinson, President, Risk Transfer Insurance Agency, LLC
A recent study found that a lack of AI implementation may have cost enterprises $4.26T. Companies that make up the insurance industry ecosystem comprise between 7%-9% of US GDP, suggesting that insurers may be losing as much as $340B. Closer to home,
PEOs are losing nearly $34B by not adopting artificial intelligence and machine learning technologies across their organizations. With PEOs growing at unprecedented rates, the consequences from failure to adopt AI will only increase. This session
explores areas where PEOs can see immediate impact to their bottom line from adopting AI technologies across their organization. We’ll also take a look at case studies that show how some PEOs have successfully implemented AI.
Unemployment & Tax Fraud in the Time of COVID
RM - Wednesday, September 29, 10:45am - 12:00pm
Connor Cross, Director of Human Resources, Syndeo Outsourcing LLC
Susan B. Dermody, Director, Revenue Operations, State Tax Solutions
Joseph Donahue, Sr. Sales Leader, Employee Benefits, NortonLifeLock
Julie Long, Chief Financial Officer, Tilson HR
Cybercriminals are using employees’ personal information to file fraudulent unemployment claims. Some states are reporting 35% - 40% of claims as fraudulent from the most recent stimulus bill. We can expect an increase in IRS fraud which peaks during
tax season. Knowing how cybercriminals are attacking employees to commit unemployment or tax fraud can help you and your clients avert these threats. During this session, you will learn about identifying, preventing, and addressing unemployment and
tax fraud and other scams that are part of the emerging threat landscape for 2021.
Your PEO's Accounting Department: Automation, Technology, and Staffing
Acct/Fin - Wednesday, September 29, 10:45am - 12:00pm
Wade Krett, Chief Financial Officer, Lyons HR
Todd Matheney, Chief Financial Officer, Vice President - Finance, Syndeo Outsourcing LLC
Frederica Simms, Controller, StaffLink Outsourcing, Inc.
This panel of experts will discuss best practices, share insight, and offer unique perspective when it comes to a PEO accounting department regarding automation, technology, and staffing.
Marketing/ Sales
HR/ Legal/ Compliance
CEO
Operations/ Technology
Accounting/ Finance
Risk Management