Welcome to NAPEO’s PEO University, a growing virtual library of educational resources for professionals across the PEO industry. PEO University offers introductory presentations covering the fundamental concepts, functions and issues that shape the PEO business. Whether you’re new to the industry, exploring a new area of PEO operations or looking for a refresher, these resources can help you build a strong foundation of knowledge. Check back regularly as new presentations and resources are added to the PEO University library.
Continuing professional education (CPE) credits are available through SC CPE. Please contact NAPEO Manager of Events and Virtual Education Jonathon Bridgeman for assistance confirming your attendance for a PEO University presentation.
Presentation Videos
Client Service Agreements: The Basics
An introduction to the key components of a client service agreement and why clear, carefully drafted agreements are essential to successful PEO-client relationships (0.5 CPE credit). Instructors: Melissa Cizmorris – Partner, Akerman LLP | Ree Harper – Partner, Fisher Phillips
Benefits & Tax Program
An introduction to PEO employer status and key benefits and tax functions, including section 125 plans, flexible spending accounts and more (1 CPE credit). Instructors: Sheldon Blumling – Partner, Fisher Phillips | Tom Jacobs, JD – Principal, The PEO Auxiliary
ABCs of PEO Financials
An introduction to the general ledger and chart of accounts, including considerations specific to PEO financial operations and how to present financial information accurately and consistently (1 CPE credit). Instructors: Jean Goldstein, CPA – Principal, PEO Advisory Services, Inc. | Jeff Solis – Partner, UHY LLP
Accounting for PEO Regulatory Compliance
An introduction to state registration and initial licensing requirements, along with ongoing compliance obligations such as audits, working capital requirements and quarterly agreed-upon procedures (1 CPE credit). Instructors: Jean Goldstein, CPA – Principal, PEO Advisory Services, Inc. | Jeff Solis – Partner, UHY LLP