Education

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.