About The Event
Join us for NAPEO’s 2025 Operation Workshop!
NAPEO’s 2025 Operations Workshop, the newest NAPEO event will bring together all the operations professionals from the PEO industry in one place! This year’s workshop marks the convergence of two previously separate and highly lauded events – the Risk Management Workshop and the CFO & Payroll Seminar.
The workshop’s primary focus will be on the operational aspects of PEO businesses, covering topics such as accounting/finance, and risk management to include cyber security, payroll, and overall operations. The goal is to provide attendees with valuable insights and strategies to strengthen the support and infrastructure for PEO organizations.
Who Should Attend?
- Accountants/Financial Advisors to PEOs
- CFOs, Controllers, VPs/Directors of Finance or Accounting
- Insurance and Risk Management Service Providers to the PEO industry
- PEO Owners/Presidents
- PEO Payroll Professionals
- PEO Risk Managers
- PEO Senior Managers with risk management responsibility
- Senior Managers or Department Heads with accounting and finance responsibility
Cancellation Policy
- All cancellations, additions, and changes must be submitted to NAPEO in writing.
- Refunds are available for cancellations made by March 18, 2025, minus a $100 processing fee.
- No refunds will be given on or after Wednesday, March 19, 2025.
Questions?
Please contact NAPEO Meetings for assistance.
Register NowPreliminary Schedule of Events
Tuesday, April 8
PEO University
(separate registration and fee to attend, includes light breakfast & lunch)
Sponsored by BLR, Poster Guard Plus and Slavic401k
Registration Open
Registration Desk sponsored by Fisher Phillips
Opening General Session
Sponsored by Aon, G-P (Globalization Partners) and Slavic401k
Breakout Sessions
- Accounting/Finance: Tax Talk: An Update on All Things Tax
Sheldon Blumling, Esq., Partner, Fisher Phillips
Thom Stohler, VP, Federal Government Affairs, NAPEO - Payroll: Data Security & Payroll
Julie Long, Chief Financial Officer, Tilson HR
Karena McCafferty, Director of Payroll and Timekeeping, LandrumHR - Risk Management: Workers’ Comp Challenges in Carve Outs
Paul Hughes, Executive Vice President, Libertate Insurance Services
Torben Madson, Esq., Founding Partner, Attorney at Law, The PEO Law Firm, LLC
Networking Break
Sponsored by Ameritas Retirement Plans, AmWINS Specialty Casualty Solutions, LLC, Citibank, N.A., Connecteam, Fisher Phillips, Gallagher, Innovation Growth Partners Specialty, LLC, Key Risk (a Berkley Company), NestEggs 401(k), Payroll Funding Company LLC, SUNZ Insurance Company, ThinkWare Corporation and US Enrollment Services
Breakout Sessions
- Accounting/Finance: Finance’s Role in Benefits & Benefits Administration
Jenny Smith, CFO, ESI (eEmployers Solutions, Inc.) - Payroll: Payroll’s Role in Employee Retention & Engagement
Jo McClure, Director of Payroll Administration, Axcet HR Solutions
Lisa Petrovich, Director of Payroll Operations, InTANDEM Human Resources - Risk Management: M&A and Consolidating Programs
Julie Cirillo, Chief Risk Officer, Engage PEO John Harman, CFP, CLU, SVP PEO Solutions Group, Aon
Frank Huang, Managing Director and Consulting Actuary, Davies North America
Networking Reception
Sponsored by PRO Software, LLC and SouthState Bank NA
Wednesday, April 9
Registration Open
Registration Desk sponsored by Fisher Phillips
Roundtable Breakfast Discussions
Sponsored by Gallagher and SouthState Bank NA
Breakout Sessions
- Accounting/Finance: AI for Efficiencies in Accounting & Finance
Alex Campbell, Vice President and Chief Financial Officer, Staff Management, Inc.
Donata Ison, VP, Finance, Armhr - Payroll: Payroll & Regulation
Sheldon Blumling, Esq., Partner, Fisher Phillips
Julie Long, Chief Financial Officer, Tilson HR
Jo McClure, Director of Payroll Administration, Axcet HR Solutions - Risk Management: Cyber Security, Vendor Contracts and State Data
Joseph Lazzarotti, Esq., Partner, Jackson Lewis P.C.
Jenna Marceau, Chief Information Officer, Syndeo Outsourcing
Bruce McCreadie, CIC, AAI, CPIA, President & CEO, American PEO Insurers
Networking Break
Sponsored by Ameritas Retirement Plans, AmWINS Specialty Casualty Solutions, LLC, Citibank, N.A., Connecteam, Fisher Phillips, Gallagher, Innovation Growth Partners Specialty, LLC, Key Risk (a Berkley Company), NestEggs 401(k), Payroll Funding Company LLC, SUNZ Insurance Company, ThinkWare Corporation and US Enrollment Services
Breakout Sessions
- Accounting/Finance: KPIs to Maximize Efficiency & Profitability
Jean Goldstein, Principal, PEO Advisory Services, Inc.
Jenny Smith, CFO, ESI (eEmployers Solutions, Inc.) - Payroll: The Role of APIs, AI & Automation in Payroll
Jenna Marceau, Chief Information Officer, Syndeo Outsourcing, LLC - Risk Management: Cyber Insurance Considerations
Frank Anderson, Esq., Divisional VP and Lead Counsel – Product, Data & Technology, TriNet USA, Inc.
Harrison Covall, Esq., Corporate Counsel, TriNet USA, Inc.
Lunch & General Session
Sponsored by Aon, G-P (Globalization Partners) and Slavic401k
Breakout Sessions
- Accounting/Finance: Client Retention & The Finance Department
- Payroll: Managing Payroll in M&A and Ownership Changes
Adam Delano, Vice President of Integration, Resourcing Edge, Inc.
Lisa Petrovich, Director of Payroll Operations, InTANDEM Human Resources - Risk Management: AI: Risk & Trends
Bruce McCreadie, CIC, AAI, CPIA, President & CEO, American PEO Insurers
Sharlie Reynolds, Vice President, Libertate Insurance Services
Anne Santomaggio, Markel Specialty
Networking Event & Afternoon Break
Sponsored by Ameritas Retirement Plans, AmWINS Specialty Casualty Solutions, LLC, Citibank, N.A., Connecteam, Fisher Phillips, Gallagher, Innovation Growth Partners Specialty, LLC, Key Risk (a Berkley Company), NestEggs 401(k), Payroll Funding Company LLC, SUNZ Insurance Company, ThinkWare Corporation and US Enrollment Services
Offsite Evening Event
Sponsored by Aon, G-P (Globalization Partners), Slavic401k and PrismHR
Thursday, April 10
Registration Open
Registration Desk sponsored by Fisher Phillips
Closing Keynote Breakfast with Casey Clark, President & CEO, NAPEO
Sponsored by PrismHR
NextGen Leadership Workshop
Sponsored by BLR, Libertate Insurance LLC, Payroll Funding Company, and Slavic401k
Additional registration is required for the NextGen Leadership Workshop.
Welcome & Networking Lunch
Opening Keynote: Unapologetically Empowered: How to Lead, Influence & Elevate Your Presence
Sherron Williams, The P3 Solution
DISC Leadership Assessment Presentation & Workshop
Connor Cross, Syndeo
Break
Team Building Activity
Offsite Evening Event
Friday, April 11
Networking Breakfast
PEO Power Panel: Industry Insights for Tomorrow’s Leaders
Frank Huang, Managing Director and Consulting Actuary, Merlinos & Associates (Moderator)
Angela St. Paul, Key Market Strategy Leader – PEO, Guardian Life
David Feinberg, SVP Risk & Insurance Programs, Justworks
Sharlie Reynolds, Vice President, Libertate Insurance
Steve Scott, President & COO, EngagePEO
Closing & Departures
Thank You to our 2025 Operations Workshop Sponsors
