| 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 |
| | - 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
|
| 3:30pm - 4:00pm | 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 |
| 4:00pm - 5:00pm | 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
|
| 5:00pm - 6:00pm | Networking Reception
Sponsored by PRO Software, LLC and SouthState Bank NA |
| 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 and SouthState Bank NA |
9:30am - 10:30am | 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
|
| 10:30am - 11:00am | 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 |
| 11:00am - 12:00pm | 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.
|
| 12:00pm - 1:45pm | Lunch & General Session |
| | Sponsored by Aon, G-P (Globalization Partners) and Slavic401k |
| 2:00pm-3:00pm | 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
|
| 3:00pm-5:00pm | 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 |
| 6:00pm-9:00pm | Offsite Evening Event Sponsored by Aon, G-P (Globalization Partners), Slavic401k and PrismHR |
| Thursday, April 10, 2025 | |
| 8:00am-10:00am | Registration Open |
| | Registration Desk sponsored by Fisher Phillips |
| 9:00am-10:30am | Closing Keynote Breakfast with Casey Clark, President & CEO, NAPEO |
| Sponsored by PrismHR |
Thursday, April 10, 2025
| |
| NextGen Leadership Workshop Sponsored by BLR, Libertate Insurance LLC, Payroll Funding Company, and Slavic401k Additional registration is required for the NextGen Leadership Workshop.
|
| 12:00pm -1:00pm | Welcome & Networking Lunch |
| 1:30pm-2:30pm | Opening Keynote: Unapologetically Empowered: How to Lead, Influence & Elevate Your Presence
|
| | Sherron Williams, The P3 Solution |
| 2:30pm-4:30pm | DISC Leadership Assessment Presentation & Workshop
|
| | Connor Cross, Syndeo |
| 4:30pm-5:00pm | Break |
| 5:00pm-6:30pm | Team Building Activity |
| 6:30pm-9:00pm | Offsite Evening Event |
| Friday, April 11, 2025 | |
| 8:30am-9:30am | Networking Breakfast |
| 9:30am-10:30am | 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 |
| 10:30am | Closing & Departures |