Sunday, October 5, 2025

11:00am – 1:30pm
Executive Committee Meeting & Lunch
1:30pm – 3:00pm
Federal Government Affairs Committee Meeting
3:00pm – 4:30pm
State Government Affairs Committee Meeting
4:30pm – 6:00pm
Legal Advisory Council Meeting
4:30PM – 6:00PM
PAC Committee Meeting
6:00pm – 7:30pm
Women in NAPEO (WIN) Reception

Sponsored by Slavic401k

Monday, October 6, 2025

9:00am – 10:00am
Healthcare Committee Meeting
10:00am – 1:00pm
NAPEO Board of Directors Meeting & Lunch

Lunch sponsored by Libertate Insurance LLC

1:30pm – 2:00pm
Conference Opening with NAPEO's President & CEO, Casey Clark
2:00pm – 3:00pm
Opening General Session

Sponsored by G-P (Globalization Partners), PrismHR and Slavic401k

3:00pm – 3:30pm
Networking Break

Sponsored by Aetna, BLR, Fisher Phillips, Key Risk (a Berkley Company), McHenry Consulting, Middesk, Nayya, PEO Velocity by Compass/PRM, Poster Guard Plus, SUNZ Insurance Company, ThinkWare Corporation, Transamerica, UnitedHealthcare and U.S. Enrollment Services-Daybright Broker Solutions 

3:30pm – 4:30pm
PEO Educational Breakout Sessions

Accounting/Finance: Best Practices in Finance
Compliance: The ICEman Cometh and other Immigration Developments
Marketing/Sales: Building & Scaling an Internal Sales Force: Strategies for Sustainable Growth
PEO Industry Data: PEOs & The Economy: An Economic Update
PEO University: NAPEO 101 & PEO University – Meet the Teachers

4:45pm – 6:45pm
Opening Marketplace Reception

Sponsored by Ameritas Retirement Plans, Aon, Gallagher, Jackson Lewis P. C., Libertate Insurance Services and PRO Software, LLC

7:00pm – 9:30pm
CEO Forum Dinner

Sponsored by Aon, Fisher Phillips, Libertate Insurance Services, Payroll Funding Company LLC, Sentara, Silva Capital Solutions, Inc. and Slavic401k

7:30pm – 9:00pm
NextGen Mixer

Sponsored by MetLife and Slavic401k

Tuesday, October 7, 2025

7:00am – 8:20am
ESAC Annual Participant Breakfast Meeting
8:00am – 8:30am
Networking Breakfast

Sponsored by Aetna, BLR, Fisher Phillips, Key Risk (a Berkley Company), McHenry Consulting, Middesk, Nayya, PEO Velocity by Compass/PRM, Poster Guard Plus, SUNZ Insurance Company, ThinkWare Corporation, Transamerica, UnitedHealthcare and U.S. Enrollment Services-Daybright Broker Solutions 

8:30am – 9:30am
General Session

Sponsored by G-P (Globalization Partners), PrismHR and Slavic401k

9:30am – 10:30am
Annual NAPEO Membership Meeting
10:30am – 11:00am
Networking Break

Sponsored by Aetna, BLR, Fisher Phillips, Key Risk (a Berkley Company), McHenry Consulting, Middesk, Nayya, PEO Velocity by Compass/PRM, Poster Guard Plus, SUNZ Insurance Company, ThinkWare Corporation, Transamerica, UnitedHealthcare and U.S. Enrollment Services-Daybright Broker Solutions 

11:00am – 12:00pm
PEO Educational Breakout Sessions

Accounting/Finance: Understanding the Big Beautiful Bill: What It Means for Your PEO’s Finance Operations
General PEO Ops: M&A: The “Big Dirty Word” No One Wants to Talk About — But Everyone Should
Marketing/Sales: Sales, Unfiltered: Your Questions Answered by Industry Legend Clay Kelley
PEO Industry Data:  PEO Clients: Who They Are, Where They Are and What They Do
PEO University: Legal Primer Part 1

12:00pm – 2:00pm
Lunch in the Marketplace

Sponsored by Ameritas Retirement Plans, Aon, Gallagher, Jackson Lewis P. C., Libertate Insurance Services and PRO Software, LLC

12:30pm – 2:00pm
Accounting Practices Committee Meeting
12:30pm – 2:00pm
Marketing & Communications Committee Meeting
2:15pm – 3:15pm
PEO Educational Breakout Sessions

Compliance: Fringe Benefits Updates
General PEO Ops: Offshoring & Your PEO: Opportunities, Challenges, and Real-World Insights
Marketing/Sales: RFP Tug-of-War: Bridging the Gap Between PEOs and Referral Partners
PEO University: Legal Primer Part 2

3:15pm – 3:45pm
Networking Break

Sponsored by Aetna, BLR, Fisher Phillips, Key Risk (a Berkley Company), McHenry Consulting, Nayya,  PayPlus Software, Inc., PEO Velocity by Compass/PRM, Poster Guard Plus, SUNZ Insurance Company, ThinkWare Corporation, Transamerica, UnitedHealthcare and U.S. Enrollment Services-Daybright Broker Solutions 

3:45pm – 4:45pm
PEO Educational Breakout Sessions

General PEO Ops: Avoiding the Commodity Trap: Preserving Value in a Changing PEO Landscape
HR: AI-Powered HR: Transforming PEO Service Delivery Through Automation
Marketing/Sales: Ask Me Anything: Insider Building Cutting-Edge AI Solutions
Technology: AI in Action: Practical & Tactical Applications for PEOs
PEO University: Finance & Accounting

5:00pm – 7:00pm
Marketplace Reception

Sponsored by Ameritas Retirement Plans, Aon, Gallagher, Jackson Lewis P. C., Libertate Insurance Services and PRO Software, LLC

7:00pm – 10:00pm
Evening Event – NAPEO City Limits

Sponsored by Citibank, N.A., Equitable, G-P (Globalization Partners), Guardian Life Insurance Company, isolved, PrismHR and Slavic401k

Wednesday, October 8, 2025

9:00am – 9:30am
Networking Breakfast

Sponsored by Citibank, N.A., Guardian Life Insurance Company, isolved and U.S. Enrollment Services, a Partner Firm under Daybright Broker Solutions  

9:30am – 10:30am
PEO Educational Breakout Sessions

HR: Future-Proof Your Team: Mastering Capacity Planning and KPI / Task Tracking
Marketing/Sales: AI-Powered Pipeline: Build a Business Development Engine in Real Time
PEO Industry Data: Telling the PEO Story: What We Learned from Our Communications Audit of PEOs
PEO University: Workers’ Compensation

10:30am – 10:45am
Networking Break

Sponsored by Aetna, BLR, Fisher Phillips, Key Risk (a Berkley Company), McHenry Consulting, Middesk, Nayya, PEO Velocity by Compass/PRM, Poster Guard Plus, SUNZ Insurance Company, ThinkWare Corporation, Transamerica, UnitedHealthcare and U.S. Enrollment Services-Daybright Broker Solutions 

10:45am – 11:45am
PEO Educational Breakout Sessions

Benefits: Maximizing the Value of Your PEO-Sponsored 401(k) MEP: Compliance, Operations & Risk Management
PEO Industry Data: NAPEO Financial Ratio & Operating Statistics Survey Results
PEO University: Benefits & Tax

12:00pm – 1:00pm
Lunch & Roundtable Discussions

Sponsored by G-P (Globalization Partners), PrismHR and Slavic401k

1:30pm – 5:30pm
NAPEO's Texas Leadership Council Forum

Sponsored by Ameritas Retirement Plans, AmWINS Specialty Casualty Solutions, LLC, The Guardian Life Insurance Company, MetLife, Slavic401k