Education

Workplace accommodation requirements continue to evolve, creating new compliance challenges for PEOs and their clients. This session will highlight recent developments involving disability, pregnancy, religion, leave, remote work and other accommodation requests. Attendees will gain practical guidance for navigating the interactive process, managing risk and helping clients respond effectively while considering the unique responsibilities of the PEO relationship.

Artificial intelligence is rapidly changing the economics of how small and medium-sized businesses operate—and creating new opportunities and challenges for the PEO industry. As AI tools become more accessible, SMBs are gaining capabilities once reserved for much larger organizations, from automating administrative work and improving workforce decision-making to increasing productivity and reducing operating costs. This session will examine AI through an economic and operational lens, exploring …

Growth doesn’t always have to mean adding more people. As PEOs look to expand capabilities, improve efficiency and meet rising client expectations, the right vendor partnerships can provide a powerful path to scale—without significantly increasing internal headcount. This session will explore how PEOs can strategically leverage vendors and outsourced solutions to extend operational capacity while maintaining service quality, accountability and control. Attendees will learn how to identify the ri…

PEOs have access to more data than ever, but turning that information into meaningful action can be a challenge. This session will explore how PEOs can use data to identify trends, measure performance and make more informed business decisions. Attendees will gain practical insights into using technology and analytics to transform data into actionable intelligence that supports stronger operations, improved client service and strategic growth.

Choosing the right vendor involves more than comparing products and pricing. Finance plays a critical role in evaluating the full financial impact of vendor relationships and helping ensure they support the organization’s long-term goals. This session will explore how finance can partner with operations and other departments to assess costs, contracts, financial stability, ROI, risk and overall value. Attendees will gain practical insights into building a collaborative vendor-selection process t…

Building a high-performing sales team starts with hiring the right people. This session will explore effective strategies for identifying, recruiting and selecting sales talent that aligns with your organization’s culture and growth goals. Attendees will gain practical insights into defining the ideal candidate, improving the interview and selection process and making better hiring decisions that lead to stronger performance and long-term retention.

NAPEO’s latest industry research is the newest and most accurate measure of the size of the PEO industry. Join noted economist Laurie Bassi as she takes an in-depth look at what the research tells us and analyze all of the key data points.

Artificial intelligence is changing how PEOs identify, assess and manage risk. This session will explore how AI can enhance risk management strategies by identifying trends, improving decision-making and helping teams respond to potential risks earlier. Attendees will also examine the challenges of using AI responsibly, including data quality, privacy, compliance and human oversight and gain practical insights for incorporating AI into their PEO’s risk management approach.

AI offers PEO finance teams new opportunities to improve efficiency, analyze data, automate routine tasks and support better decision-making—but using it responsibly is critical. This session will explore practical applications of AI in finance while addressing important considerations such as data privacy, accuracy, security, compliance and human oversight. Attendees will gain insights into establishing appropriate guardrails and using AI effectively while protecting sensitive financial and cli…

Staying current with evolving tax and benefits requirements is critical for PEOs and their clients. This session will provide an update on key regulatory and compliance developments impacting payroll taxes, employee benefits and PEO operations. Attendees will gain practical insights into recent changes, emerging issues and areas of potential risk to help their organizations remain compliant and better support their clients.

Join our research partners from Povaddo as they dive into the findings of their recent survey of 800 business owners and decision-makers from around the country. Find out what business leaders think about the economy, AI and other macro-level issues. What are they experiencing? Are their priorities shifting? How is the current environment impacting workforce management?

Hear from industry leaders as they share practical strategies for building authentic professional relationships, navigating networking situations and creating connections that last beyond an event. Then, break into facilitated roundtable discussions to explore approaches for expanding your network, supporting business and career goals, leveraging LinkedIn and NAPEO resources and turning new connections into lasting professional relationships.

Communications expert Britt Jordan will unveil a new campaign to help every member consistently and authoritatively explain what the PEO industry is, why it matters and why speaking with one voice strengthens every PEO. She’ll outline why industry messaging matters more than ever and why policymakers need consistency, discuss the differences between company messaging and industry messaging and provide a preview of campaign resources.

AI is evolving from a tool that responds to prompts into technology that can plan, act and execute tasks with greater autonomy. This session will explore what agentic AI means for the PEO industry, how it differs from traditional automation and generative AI and where it can create meaningful business value. Attendees will also learn key considerations around governance, security, risk and human oversight, leaving with practical ideas for thoughtfully embracing agentic AI within their organizati…

Hear from WIN and NextGen leaders as they share candid perspectives and lessons learned from their own career journeys within the PEO industry. The conversation will explore advocating for yourself, finding mentors and champions, developing leadership skills, navigating career challenges and recognizing opportunities to take the next step.

NAPEO’s 2026 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.

Pay transparency and leave requirements continue to expand and evolve across the country, creating new compliance challenges for PEOs and their clients. This session will highlight key developments in pay disclosure, paid and protected leave and related employer obligations. Attendees will gain practical insights to help navigate varying state and local requirements, reduce compliance risk and better guide clients through an increasingly complex regulatory environment.

Most PEOs believe they win business because of price, benefits, technology or the sales relationship. Employers actually make a more complicated decision. Financial confidence, perceived risk, clarity, trust, responsiveness, implementation confidence and strategic fit all influence the outcome. The session places the audience inside the decision process through three anonymized, interactive cases. Information is released in rounds. Attendees vote on which PEO should win, receive additional facts…

Great leadership doesn’t happen by accident—it requires intention, self-awareness and a commitment to continuous growth. This session will explore practical strategies for becoming a more effective and impactful leader, from strengthening communication and building trust to navigating challenges and inspiring teams. Attendees will leave with actionable approaches to lead with greater purpose, create stronger connections and make a meaningful impact on their teams and organizations.

As artificial intelligence becomes more integrated into the workplace, a growing number of laws and regulations are shaping how organizations can use it. This session will explore the evolving legal landscape surrounding AI and what it means for PEOs and their clients. Attendees will gain insights into key compliance considerations, including privacy, employment decisions, discrimination, transparency and data security, as well as practical steps for developing responsible AI policies and practi…