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Operations Workshop

Operations Workshop

2025 Operations Workshop
April 8-10, 2025
New Orleans Marriott Warehouse Arts District
New Orleans, LA

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

 

Preliminary Schedule of Events

Tuesday, April 8, 2025 
8:30am - 1:00pm PEO University
 (separate registration and fee to attend, includes light breakfast & lunch)
 Sponsored by BLR, Poster Guard Plus and Slavic401k
12:30pm - 6:00pm Registration Open
 Registration Desk sponsored by Fisher Phillips
1:00pm - 2:30pm

Opening General Session

 

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

2:30pm  - 3:30pm

Breakout Sessions

3:30pm - 4:00pm

Networking Break 

 

Sponsored by Ameritas Retirement Plans, AmWINS Specialty Casualty Solutions, LLC, Connecteam, Fisher Phillips, Gallagher, Innovation Growth Partners Specialty, LLC, Key Risk (a Berkley Company), NestEggs 401(k), Payroll Funding Company LLC, SUNZ Insurance Company and ThinkWare Corporation

4:00pm - 5:00pmBreakout Sessions
5:00pm - 6:00pm Networking Reception
Wednesday, April 9, 2025 
9:00am - 5:30pm Registration Open
 Registration Desk sponsored by Fisher Phillips
8:30am - 9:30am Roundtable Breakfast Discussions
 Sponsored by Gallagher

9:30am - 10:30am

Breakout Sessions
10:30am - 11:00am Networking Break
 

Sponsored by Ameritas Retirement Plans, AmWINS Specialty Casualty Solutions, LLC, Connecteam, Fisher Phillips, Gallagher, Innovation Growth Partners Specialty, LLC, Key Risk (a Berkley Company), NestEggs 401(k), Payroll Funding Company LLC, SUNZ Insurance Company and ThinkWare Corporation

11:00am - 12:00pmBreakout Session
12:00pm - 1:45pmLunch & General Session
 

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

2:00pm-3:00pmBreakout Sessions
3:00pm-5:00pm

Networking Event & Afternoon Break

 

Sponsored by Ameritas Retirement Plans, AmWINS Specialty Casualty Solutions, LLC, Connecteam, Fisher Phillips, Gallagher, Innovation Growth Partners Specialty, LLC, Key Risk (a Berkley Company), NestEggs 401(k), Payroll Funding Company LLC, SUNZ Insurance Company and ThinkWare Corporation

6:00pm-9:00pm

Offsite Evening Event

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

Thursday, April 10, 2025 
8:00am-10:00amRegistration Open
 Registration Desk sponsored by Fisher Phillips
9:00am-9:45amBreakfast
9:45am-10:45amBreakout Sessions
11:00am-12:30pmLunch & Closing General Session
Thursday, April 10 - Friday, April 11, 2025
 
 

NextGen Leadership Workshop

Sponsored by BLR, Libertate Insurance LLC, Payroll Funding Company, and Slavic401k

Additional registration is required for the NextGen Leadership Workshop.

Details and schedule to come. 

Questions about the Operations Workshop?
Contact Connie Samuels, Director, Events & Education, csamuels@napeo.org

Interested in sponsorships for this or other NAPEO programs?
Contact Nancy Benoudiz, Vice President of Membership Development, at nbenoudiz@napeo.org or (703) 739-8169.


Thank You to our 2025 Operations Workshop Sponsors

 

Premier

aon_cropped gp 200x90Slavic401k

 

Partner

PrismHR-Logos_HEX__Color (1)

 

Friends

Ameritas_200AmWins Specialty Casualty_200Connecteam_200
   
Fisher Phillips_100
Gallagher_200Innovation Growth Partners_200
   
Key Risk Insurance_205NestEggs_200Payroll Funding_150
   
SUNZ Insurance_150ThinkWare logo_200


PEO University Sponsors

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