Available Topics
Using web-based videos, in-person educational programming, and interactive webinars, PEO University provides the full range of information and analysis you need to succeed. Topics include:
Legal/ Regulatory
Tax Issues Related to Fringe Benefits
William Weissman of LIttler Mendelson discusses the tax treatment of fringe benefits for employees.
Sexual Harassment and the PEO
Robyn Rusignuolo of Modern Business Associates discusses sexual harassment policies in the workplace.
Co-employment vs. Joint Employment
John Polson of Fisher Phillips on the differences between co-employment and joint employment.
Arbitration and the PEO
Gordon Berger of FordHarrison examines the use of arbitration agreements in the PEO industry.
The Affordable Care Act and PEOs
NAPEO’s healthcare counsels Seth Perretta and Malcolm Slee of the Groom Law Group discuss the Affordable Care Act (ACA) and the PEO industry.
What is EPLI
Amie Remington of Landrum HR outlines the ins and outs of EPLI.
Multi-Jurisdictional PEO Concerns
Darin Haller of Modern Business Associates highlights some of key rules and regulations affecting PEOs and their clients that can vary by jurisdiction.
The NLRB’s Joint Employer Decision
Gordon Berger of FordHarrison analyzes the NLRB’s “joint employer” decision and its potential impact on the PEO industry
PEOs and the Fair Labor Standards Act
Attorney Robert Rice outlines how the FLSA impacts PEOs
Worker’s Compensation Classification Coding
Jeff Rendel of Stonehenge Insurance on the importance of correct workers’ classification coding.
General PEO Information
Workers’ Comp Policy Basics
Rob Morris of Zurich Insurance highlights the basics of workers’ comp policies in the PEO context.
PEO Worksite Employee Acknowledgements
Mario Springer of Justworks outlines the specifics of worksite employee acknowledgements.
Legal Issues for Start-Ups
John Polson of Fisher Phillips discusses the key issues start-up PEOs need to address.
Financial Ratio and Operating Statistic Survey
Steve Bentley of the Avitus Group explains the advantages of participation in NAPEO’s FROS Survey.
What is a PEO
John Polson of Fisher Phillips outlines what a PEO is and how a PEO works.
What is Co-Employment
Carrie Cherveny discusses the fundamentals of co-employment and how it differs from other employment models.
What Every Start-up PEO Should Know
Dan McHenry of McHenry Consulting covers the key things that all start-ups should be aware of.
PEO Service Offerings
Brian Nugent of Holland & Hart outlines the range of services PEOs provide.
Client Service Agreement Fundamentals
Torben Madson of Miller Tack & Madson highlights the key points of the PEO client service agreement.
Unemployment Insurance: A Primer
Susan Dermody of Equifax Workforce Solutions outlines the basics of unemployment insurance.
The Importance of Government Relations for PEOs
Bob Burbidge of Genesis HR Solutions on why PEOs should be involved in NAPEO’s grassroots government affairs efforts.
Technology/ Cybersecurity
Software and Technology for PEOs
John Ykema of Netwise Technology discusses the range of software programs and technology used in the PEO industry.
Cybersecurity for PEOs
Rodney Jordan of the TLC Companies discusses the importance of cybersecurity for PEOs, and outlines important ways to protect your PEO.
Sales & Marketing
Valuation of a PEO
Wanda Silva of Silva Capital Strategies outlines valuation strategies for a PEO.
Exit Strategy Planning for PEO Shareholders
Wanda Silva of Silva Capital Strategies guides PEOs through exit strategy planning.
Six Steps for an Effective Prospect Meeting
PEO sales expert Clay Kelley outlines the key elements of a successful meeting with a potential client.
Probing Questions for Prospect Meetings
PEO sales expert Clay Kelley examines the important questions to ask in meetings with prospective clients.
Overcoming Prospect Objections
PEO sales expert Clay Kelley outlines how to overcome the objections of prospective clients.
PEO Certification/ Accreditation
IRS Certification Form 8973
NAPEO’s IRS Counsel Randy Hardock discusses issues related to IRS Form 8973.
IRS PEO Certification
Randy Hardock, NAPEO’s IRS certification counsel and expert, outlines IRS PEO certification process.
The PEO Bonding Process
Rob Duke of the Surety & Fidelity Association of America explains what a bond is and the process for getting one.
What is ESAC Accreditation
Bill Lyons of Lyons HR and Jane McCoggins of ESAC provide an overview of ESAC accreditation and how it is beneficial for PEOs.
Benefit Plans
401(k) Plans for PEOs and their Clients
John Slavic of Slavic401k discusses 401(k) plans.
