Education

Join us for an engaging, interactive session where top industry experts will share real-world strategies and best practices to elevate your PEO’ finance department. From navigating complex state compliance issues to offshoring considerations and aligning your benefits and operations teams with finance—this conversation covers it all. Whether you’re looking to streamline processes, improve cross-departmental collaboration, or stay ahead of regulatory changes, this is your chance to gain valuable insights and ask the questions that matter most to you. Bring your curiosity, your challenges, and join the conversation.

The Big Beautiful Bill is reshaping the way PEOs operate—and its impact extends well beyond compliance. From finance to client management, this sweeping legislation touches every corner of your organization. Join our panel of experts as they break down exactly what the bill means for you, your clients, and your day-to-day operations. We’ll cover the key actions you need to take to stay compliant at the national, state, and local levels and help you understand how to adapt your internal processes with confidence. Don’t miss this essential session designed to keep your PEO ahead of the curve.

A well-run 401(k) Multiple Employer Plan (MEP) can be a powerful differentiator for your PEO—offering real economic value to clients and boosting the appeal of your overall benefits package. But with that opportunity comes the need for diligent oversight and smart plan management. In this session, our experts will share practical tips and best practices to help you enhance plan compliance, streamline operations, and minimize fiduciary risk. You’ll learn how to position your MEP as a premier offering, drive greater adoption among clients, and ensure your plan remains both competitive and compliant. Whether you’re launching a new MEP or optimizing an existing one, this session will give you the tools to elevate your plan—and your PEO.

There will be a lot of changes in fringe benefits coming in 2026. Our expert panel will do a deep-dive into these changes and how they affect your PEO. They will discuss your ability to offer certain benefits on the side of your Master Plan, what is HSA eligible and how to implement all of these changes and more.  Come with your questions, this group likes to be stumped!

Mergers and acquisitions are reshaping the PEO landscape—and it’s happening fast. Whether you’re actively in the game or just M&A-curious, this session offers a rare, unfiltered conversation with leaders from PEOs driving today’s biggest deals. We’ll dive into what makes a company attractive to buyers, how investors influence decisions, what life looks like for a CEO post-acquisition, and much more. This is your opportunity to hear directly from those making the moves—and to ask the questions you might not feel comfortable asking anywhere else. Buyer, seller, or simply exploring? You’re welcome here. No judgment, no pressure—just real talk.

Offshoring is no longer a trend—it’s a growing strategy that many PEOs are leveraging to scale efficiently and stay competitive. But with opportunity comes complexity. In this candid panel discussion, hear directly from PEO leaders who are actively offshoring key parts of their operations. They’ll share how they approached the process, what’s worked, what hasn’t, and what you need to consider before diving in. From cost savings and talent access to communication hurdles and compliance risks, no topic is off limits. Whether you’re exploring offshoring for the first time or looking to refine your current approach, this is your chance to learn from those who’ve done it.

The PEO industry is approaching a dangerous crossroads—commoditization. We’ve seen this play out before in payroll and HCM, where once-distinct services became interchangeable and undervalued. If we don’t act now, we risk following the same path. In this bold and insightful session, we’ll examine the warning signs of commoditization, explore its internal and external causes, and most importantly, discuss what your organization can do to avoid it. Our experts will offer practical strategies to maintain your PEO’s unique value proposition, stand out in a crowded market, and ensure long-term differentiation. Key takeaways include: How to recognize the early symptoms of commoditization; Why some of the biggest threats are coming from within; Proven strategies to reposition and protect your value; The high-stakes payoff of taking action now. The risk is real—but so is the opportunity. Join us and learn how to inoculate your PEO before it’s too late.

This panel explores how PEOs can implement AI to enhance HR service delivery operations. Panelists will discuss practical AI tools for use by HR service teams, implementation strategies, ROI considerations and best practices for integrating AI while maintaining personalized client service. Whether you’re new to AI or expanding existing automation, gain actionable insights to transform your PEO operations.

Join Emily Duncan and Danielle Hendzell as they share proven strategies to effectively plan team capacity while ensuring daily tasks align with your organization’s KPIs. This session will provide practical approaches to job task tracking, workload distribution, and performance measurement to keep your team fully staffed, engaged, and operating at peak efficiency.

Thinking about bringing your sales team in-house—or ready to scale the one you’ve got? This session is for you. Join a panel of experienced PEO leaders who have successfully built and grown internal sales teams—and seen major gains in control, consistency, profitability, and performance. You’ll get both strategic insights and practical tips on what it really takes to move away from broker-heavy models and develop a high-performing internal sales force that drives long-term success. In this session, you’ll learn: Why internal sales can outperform broker models; How to structure, scale, and support your sales team; What challenges to expect—and how to overcome them; The real ROI of owning your sales process. If you’re ready to take control of your PEO’s growth engine, don’t miss this conversation.

Ready to elevate your sales game? Don’t miss this rare opportunity to learn from Clay Kelley—one of the PEO industry’s most respected sales experts, with over 40 years of experience and a track record of real-world results. In this open, no-holds-barred forum, Clay will answer your toughest sales questions, share proven strategies, and offer practical insights to help you close more deals and outperform the competition. Whether you’re a seasoned sales leader or just starting your PEO sales journey, this session is your chance to gain invaluable knowledge and reset your sales mindset. Bring your questions. Bring your challenges. Leave inspired—and ready to sell like never before.

The RFP process can feel like a push-and-pull between PEOs and their referral sources—but when done right, it becomes a powerful tool to win and retain the right clients. In this dynamic session, you’ll hear from both sides of the RFP experience. One panelist represents the internal PEO perspective, navigating the demands of compliance, underwriting, and operational alignment. The other brings the national view from a referral agency that works with PEO sales engines across the country. Together, they’ll dive into the often-misaligned expectations, communication gaps, and opportunities for better collaboration between wholesalers and PEOs. If you’re involved in generating or responding to RFPs in the PEO world, this session will give you the insight—and the tools—to meet in the middle and win more business.

Join Mike Aleo — digital strategist, AI advisor, and founder of creative agency LGND — for an ask-me-anything style session about how AI is transforming business operations, marketing, and sales. Come with your most pressing AI questions and get fresh insights on what’s working and what PEOs need to do next. Expect an informal conversation driven by real-time polling of interests from attendees. Whether you’re actively experimenting with AI tools, trying to solve a specific challenge, or still figuring out where to start, this is your chance to get practical, unfiltered guidance — and see how today’s tools can be used to tackle business problems in real time — from someone leading innovation and AI adoption. 

This hands-on session walks attendees through building an AI-driven business development pipeline from scratch. From scraping lead data to personalizing outreach and tracking performance, attendees will see how AI tools can reduce hours of manual work into just minutes. We’ll show how even small teams can deploy these tactics with tools to drive more meaningful sales conversations and scale outreach.  

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.

NAPEO’s new industry research is the most comprehensive data on PEO clients available. Join noted economist Laurie Bassi as she takes a in-depth look at what the research tells us about PEO clients, including industry segmentation, size and location information and what it all means for the PEO industry. 

Join our research partners from Povaddo as they dive into the findings of their recent study on how member companies are communicating about PEOs to the marketplace. They’ll outline the results of their quantitative survey and their audit of marketing and communications and materials to identify common themes, gaps, and opportunities for alignment. 

NAPEO’s 2025 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.

Whether you’re new to NAPEO or looking to get more involved, this is the perfect place to start. In the first half of this session, you’ll learn how to make the most of your NAPEO membership from accessing key resources and tools, to getting involved with committees, event,  and advocacy efforts that matter to you and your business. Discover how to maximize your membership and connect with the broader PEO community.

In the second half, get a sneak peek at PEO University! Meet the expert speakers leading this year’s educational tracks as they introduce themselves and preview their upcoming sessions. You’ll have a chance to ask questions, engage directly with the speakers and plan your learning journey for the rest of the event.

Whether you’re a first-time attendee or a long-time member, this session will set you up for success!

Artificial Intelligence is no longer a future concept—it’s a daily tool reshaping how PEOs operate. From streamlining workflows to enhancing client service and driving smarter decision-making, AI is delivering real results right now. In this deep-dive session, a panel of forward-thinking experts will share how they’re applying AI across key areas of PEO operations. You’ll learn which tools and strategies are working, how to implement them effectively, and what kind of ROI and operational efficiency you can expect. Discover real-world AI use cases tailored for PEOs, tactical steps to start or scale AI integration and the measurable benefits: time savings, accuracy, and cost reduction. If you’re ready to move beyond the hype and into high-impact action, this session is your roadmap.