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. Check back for more updates on sessions and speakers.
- Accounting/Finance
- Benefits
- Compliance
- General PEO Ops
- HR
- Marketing/Sales
- PEO Industry Data
- PEO University
- Technology
- WIN (Women in NAPEO)/ NextGen
-
Accommodations – What’s New That Your PEO Needs to Know Now
Wednesday, September 16, 3:30 pm – 4:30 pmGordon M. Berger, Esq., Partner, Pierson Ferdinand, Robin Davis, Esq., Principal, Jackson Lewis P.C., Carlos Zumpano, Esq., Managing Member, Zumpano Castro, PLLCWorkplace 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.
-
The Economics of AI in the Emerging Economy of Small & Medium-Sized Businesses & PEO
Wednesday, September 16, 3:30 pm – 4:30 pmJohn J. Slavic, CEO & President, Slavic401kArtificial 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 …
how adoption may reshape the SMB marketplace and what those changes mean for PEOs. Attendees will leave with a clearer understanding of the economic forces driving AI adoption and a framework for evaluating how AI can strengthen operational performance, client value and competitiveness in an evolving PEO marketplace.
-
What is Finance’s Role in Choosing Vendors
Thursday, September 17, 11:00 am – 12:00 pmEmily Bates, CFO, Questco, Jean Goldstein, Principal, PEO Advisory Services, Inc., Jenny Smith, CFO, ESI (eEmployers Solutions, Inc.)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…
hat leads to stronger decisions and more successful partnerships.
-
Sales Leadership: Recruiting & Selection
Thursday, September 17, 11:00 am – 12:00 pmClay Kelley, SHRM-SCP, PHR, Chief Results Officer, Clay KelleyBuilding 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.
-
The PEO Industry Footprint: Latest Research on the Industry
Thursday, September 17, 11:00 am – 12:00 pmLaurie Bassi, CEO, McBassi & CompanyNAPEO’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.
-
AI in Risk Management
Thursday, September 17, 11:00 am – 12:00 pmFrank Anderson, Divisional VP and Lead Counsel – Product, Data & Technology, TriNet USA, Inc., Bruce McCreadie, President & CEO, American PEO InsurersArtificial 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.
-
How to Use AI Responsibly in Your PEO Finance Department
Thursday, September 17, 2:15 pm – 3:15 pmAlex Campbell, Vice President & Chief Financial Officer, Staff Management, Inc., Jason F. Clausen, President, Jason F. Clausen, P.C., Doug Fahrnow, CPA, CGMA, Managing Director, CBIZAI 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…
ent information.
-
Tax & Benefits Update
Thursday, September 17, 2:15 pm – 3:15 pmSheldon J. Blumling, Esq., Partner, Fisher Phillips, Michael Hadley, Esq., Partner, Davis & Harman LLP, Seth T. Perretta, Esq., Principal, Groom Law Group, Malcolm C. Slee, Esq., Principal, Groom Law GroupStaying 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.
-
Employer Trends Survey: What’s on the Minds of Business Owners
Thursday, September 17, 2:15 pm – 3:15 pmNonah Olesen, Senior Research Director, PovaddoJoin 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?
-
One Industry. One Voice: Messaging Consistency to Strengthen the Industry
Thursday, September 17, 3:45 pm – 4:45 pmBritt Jordan, Senior Vice President, LSGCommunications 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.
-
Data Informed Decisions
Thursday, September 17, 3:45 pm – 4:45 pmThomas Deen, Chief Information Officer, LandrumHRPEOs 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.
-
NAPEO Financial Ratio & Operating Statistics Survey Results
Friday, September 18, 9:30 am – 10:30 amScott A. Hackworth, President, Industry Insights, Inc., Daniel S. McHenry, Business Advisory Group Practice Leader, McHenry ConsultingNAPEO’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 & Leave Laws
Friday, September 18, 9:30 am – 10:30 amMelissa Cizmorris, Esq., Partner, Akerman LLP, Ted N. Kazagliz, Esq., Attorney, Jackson Lewis P.C.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.
-
Laws Governing AI
Friday, September 18, 11:00 am – 12:00 pmJoseph Lazzarotti, Esq., Principal, Jackson Lewis P.C.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…
ces.
- Accounting/Finance
- Benefits
- Compliance
- General PEO Ops
- HR
- Marketing/Sales
- PEO Industry Data
- PEO University
- Technology
- WIN (Women in NAPEO)/ NextGen
PEO University
If you’re new to the PEO industry or looking for a refresher on key issues, this year’s conference has a track designed for you. During the breakout education sessions, leading industry experts will cover the fundamentals of the PEO model and explore the unique issues and practices that shape the industry.
You’ll gain a deeper understanding of the co-employment model, key areas of PEO operations and potential pitfalls that could impact your business. All fully registered conference attendees are welcome to attend any or all of these sessions.
PEO University is sponsored by Slavic401k.