Webinar Archive

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Opportunity, Diversity and Inclusion

Unlocking Potential: The Transformative Power of Coaching - 8/8/24 (recording)

Addressing Diversity and Inclusion Issues in the Workplace - 7/7/20 (recording, slides)

Legal/HR/Government Affairs

Unpacking the 2024 Election: Essential Insights for PEOs - 11/8/2024 (recording)

New Supplemental ERTC Claims Process for PEOs with the IRS - 10/2/2024 (recording)

WIN Webinar: Advocacy and Lobbying: Why It's Important for Your PEO - 8/29/2024 (recording)

What are the Changes PEO-Sponsored Health Plans Need to Prepare for in 2024? - 11.8.23 (recording, slides)

NAPEO & FAPEO Webinar Series: Immigration and I-9 Update - 7.17.23 (recording, slides)

NAPEO & FAPEO Webinar: Florida's New Employment Verification System: Key Insights and Unanswered Questions - 7.13.23 (recording, slides)

Tracking Trends and Preparing for Litigation: The Future of Employment Litigation for PEOs - 4.13.23 (recording)

Preparing for Payroll Funding Volatility - 3.29.23 (recording, slides)

SECURE 2.0 - Implications for PEO retirement plans - 1.20.23 (recording, slides)

Paid Family Leave - 12.16.22 (recording, slides)

Buyer Beware: Overview of Legality/Risks Associated with Certain “Wellness” Tax Shelters - 12.2.21 (recording, slides)

DOL Audit Series Part 2: ERISA class action litigation of PEO-sponsored plans - 7.20.21 (recording, slides)

DOL Audit Series Part 1: DOL audit and enforcement of PEO-sponsored plans - 7.13.21 (recording, slides)

Avoiding ERISA Pitfalls: Understanding what expenses can (and cannot!) be charged to your PEO-sponsored plans is now available - 3.13.19 (recording, slides)

Sales and Marketing

Making the Most of NAPEO's Marketing Resources: A Webinar Workshop with LGND - 10/24/24 (recording)

NAPEO Reputational Research Webinar: Exploring Policy Influencers' Perceptions of the PEO Industry - 7/17/24 (recording)

Leveraging NAPEO's National PEO Week Toolkit for Powerful Marketing Strategies - 4/24/24 (recording)

Key Insights from New National Survey of 500 Business Owners - 2/22/24 (recording, survey results)

Q&A Session with Clay Kelley - 11/15/23 (recording)

Key Findings From NAPEO's 2023 Focus Groups on Co-Employment - 11/14/23 (recording)

NAPEO23 First Time Attendee Webinar - 10/3/23 (recording, slides)

Working With Your Local Chamber Webinar - 9/27/23 (recording, slides)

NAPEO's Market Research on Trusted Advisors: What We've Learned (slides and recording)

Leveraging Earned Media Opportunities to Cut Through Clutter in the Digital Age - 6/21/22 (slides and recording)

PEO Operations

9.27.23 NextGen Virtual Meetup (slides)

8.23.23 NextGen Summer Webinar Series: Goal-Getter: Ways to Unleash Your Potential and Achieve Success, Presented by Espyr (recording, slides)

8.8.23 NextGen Summer Webinar Series: AI, LLM & Machine Learning: The Pros & Cons for Businesses, Presented by isolved Network (recording, slides)

Healthcare

Mergers and PEO-Sponsored Health Insurance Issues - 2/15/2024 (recording, slides)

Cybersecurity

Cybersecurity Webinar Series: Managing Your Cybersecurity Defense Plan, Part I (Slides, Recording)
Cybersecurity Webinar Series: Managing Your Cybersecurity Defense Plan, Part II (Slides, Recording)
Cybersecurity Webinar Series: Crisis Management: Who, What, When and Where? (Slides, Recording)
Cybersecurity Webinar Series: Vendor Management: Tools and Tactics (Slides, Recording)

Payroll Issues During a Cybersecurity Incident - 5/3/21 (Recording)

Crisis Communications and Planning for a Cyber Event - 4/26/21 (Recording)
Crisis Communications and Planning for a Cyber Event - 4/26/21 (Slides)

Cybersecurity: Legal Issues - 4/19/21 (Recording)

Cybersecurity Insurance: Are You Covered? - 4/12/21 (Recording)

Business Continuity Planning for a Cyber Event - 4/5/21 (Recording)
Business Continuity Planning for a Cyber Event - 4/5/21 (Slides)

Cybersecurity 101: What You Need to Know - 3/29/21 (Recording)
Cybersecurity 101: What You Need to Know - 3/29/21 (Slides)

Best of NAPEO21

Session 1: California and Other Pain in the Neck States

Session 2: The Co-Employment Contract: A Refresher for PEO Sales & Operations Professionals

Session 3: Cybersecurity/Assessing Your IT System Risk

Session 4: Social Media Strategies for PEOs

Session 5: Understanding the Power of Data: An Overview & Case Studies in Artificial Intelligence & Machine Learning for PEO

Session 5: Planning for Next Year: Measuring True Client Profitability

Risk Management & Workers' Comp.

The Role of the PEO Risk Manager (March 16, 2022).

Membership

Kick off NAPEO’s WIN Week with the WIN Leadership Webinar! - 9/18/23 (recording)

How to WINvest: Become More Confident Today in Investing Your Money! - 12/13/23 (recording)

Meet Casey Clark: Get to Know NAPEO's New President and CEO - 2/21/24 (recording)

WIN Webinar: Fueling Fear(less) Self-Leadership - 3/21/24 (recording)

NAPEO Webinar: Maximizing Your NAPEO Member Benefits - 4/10/24 (recording, slides)

Your New NAPEO Forum Experience: How to Navigate, Engage, and Connect - 7/11/24 (recording)

First Fridays

NAPEO’s First Fridays are virtual events held on the first Friday of each month. Each month, a NAPEO service partner will provide sponsored education on industry hot topics and provide of-the-moment education. Some of these events will include fun bonus opportunities or gifts for our PEO members who attend the event (keep checking back for these fun surprises!).

Managing your PEO during Economic Uncertainty, presented by PrismHR

Today’s economic stability is of much concern to the PEO industry, from talks of a recession to inflation and more. At this month's First Friday webinar, Tim Pratte, president of PrismHR, will host "Managing Your PEO During Economic Uncertainty" with a panel of PEO veterans. They will share their experiences and best practices for building a resilient organization that can flourish through downward economic shifts. He will also cover ways to improve cash flow, operational efficiency, and other key areas of focus for PEO owners/operators.

PrismHR is the leading software provider in the PEO industry and has been in business for nearly 40 years. The leadership and team at PrismHR are built with industry experts who thrive on providing solutions to unique problems for PEOs. This webinar will feature leading guest speakers and NAPEO members, including Ray Dile, to provide different perspectives and views on how to prosper during these uncertain times.

Recording

Slides

Cybersecurity Awareness Training & How It Protects Your Business, Your Clients (and You), presented by isolved Network

The key to cyber resilience in any organization is proper training and awareness tactics for every employee and even contract staff. As a PEO, it’s not just your company’s data that’s at risk when a cyber-incident occurs – your clients and their data that can be affected as well. Nothing compares to proper reoccurring awareness training when it comes to protecting your business your clients, and you. Remember, it’s not IF a cyber incident will occur…. it’s WHEN.

Join our panel of cybersecurity experts as they discuss the importance of awareness training and how it can protect your business – your clients – and you in the event of an attack. Hear from Tom Watson, Chief Information Security Officer of isolved, Chris Furtick, Vice President, Client Solutions of Fortalice Solutions, Dan Holland, Principal Risk Advisor Arete Solutions, Brian Cyprian of the FBI and more as they dive into steps to provide awareness to your employees and to provide training in the critical area of cybersecurity.

Recording

Slides

Why (and How) PEO’s Can Help Their Clients Better Manage Finances, presented by Payroll Funding

For many smaller and medium sized companies, the finance organization is either very basic or non-existent. For many business owners, finance is largely outsourced to a bookkeeper, a tax preparation firm, and the bank. In our years of working with PEO’s, Payroll Funding Company has seen the consequences of a lack of attention to the financial management.

Notably, the PEO is in a unique position to help their clients (at little to no cost to the PEO!) better manage some critical finance issues that will make both the client and the PEO better off. This presentation will offer perspective on a couple of key issues that PEO’s can be prepared to help their clients handle. The ultimate hope is that a modest improvement in the support of finance will have meaningful long-term impacts that help the client AND the PEO successfully grow over time, all while strengthening the relationship PEO’s have with their clients.

Recording

Slides

Strategies to Compete for Talent in 2023, Presented by Mercer

The war on talent is on every employer's mind. It’s more important than ever to align your benefits strategy with what employees are looking for to attract and retain the best talent. Join our presenters as they discuss the results of recent research and surveys highlighting the top priorities of both employers and employees.

Speakers:

Tyler Harshey, US Health PEO Solutions Leader, Mercer

Jamie Battles, PEO Center of Excellence Leader, Mercer

Recording

Slides

How can EOR fit in your PEO’s value creation strategy, presented by Globalization Partners

By 2030, the demand for skilled talent will be greater than the supply, resulting in a global talent shortage of 85 million workers, according to Korn Ferry’s. The study, “Future of Work: The Global Talent Crunch” examined supple and demand across the world in three broad industries: finance and business services, technology and manufacturing. This talent shortage may lead your clients to expand their search for talent, this is where EOR can fit into your PEO value creation strategy.

As clients come to you with questions about expanding their global workforce, they’ll face complexities as well as opportunity. From ever-changing rules and regulations to payroll policies and local labor laws, effectively managing the nuances of international employment is more complex than ever. That’s where G-P comes in, your partner in enabling the everywhere workforce for your clients.

Speaker: Leah Cowperthwaite: Manager, PEO Growth Partners

Recording

Slides

First Friday Series: How a Solid Return to Work Program Can Affect a Workers Compensation Claim, Presented by Key Risk (a Berkley Company)

One of the most important aspects of a workers compensation claim is early return to work. Setting the expectation with the injured worker early and often about returning to work, as well as promoting a culture of proactive return to work options is paramount.

During this webinar we will go into detail surrounding the importance of returning to work as quickly as possible, what each party can do to be better involved and collaborate, all with the goal of a more engaged employee and solid outcome. We will outline simple best practices that PEO’s and their client companies can utilize to enhance their return-to-work program and keep everyone engaged throughout the process. We will also discuss how these best practices can affect the overall underwriting process and attractiveness of a PEO.

Recording

Slides

Small and Resilient: Prioritizing Workforce Well-Being in a Challenging Economic Environment, Presented by Guardian

Small businesses are arguably the lifeblood of the US economy. But these organizations have faced a number of recent challenges that have made staying in business difficult, including Covid-19, inflation, supply chain issues, and the continued rise of interest rates. Additionally, the difficulties around attracting and retaining qualified talent have only compounded matters.

To ensure survivability and reduce employee turnover, small businesses must re-evaluate their employee benefits and workplace policies, strengthening those that focus on empathy, inclusivity, and flexibility.

In this webinar, our speakers discuss:
•How prioritizing workforce well-being could be the key to preparing for and preventing economic uncertainty
•Why empathy is crucial when creating benefits and workplace culture policies
•Examples of employer practices that demonstrate care, provide autonomy, and succeed in helping employees thrive

Recording

Slides

First Friday Series: Tough Times Ahead for Small Business? Adding Scheduling & Hiring Tools that are Unified with Timekeeping; Set Your Clients Up for Success in 2024, Presented by Swipeclock

Your clients are facing significant headwinds as we race towards 2024. Inflation continues, profits are down, yet talent shortages remain. In this session, we’ll walk through smart scheduling practices and policies as well as hiring tools that will absolutely save labor costs and empower your clients’ frontline supervisors and employees for a better work experience.

In this session, our speakers explored:

Intelligent and practical staffing and shift practices for the SMB, including open schedule pickup, swaps, communication and more.
How hiring challenges persist and how PEOs can help their clients with tools and guidance in this new employee-centric landscape

You may view the recording of this webinar .

First Friday Series: Drive Growth with Better Well-Being Benefits, Presented by Espyr

With skyrocketing burnout, anxiety, depression, and more, for PEOs, well-being isn't just a buzzword; it's a strategic imperative. Espyr understands that PEOs like yours have a unique opportunity to transform the well-being landscape for your clients, offering them high-value well-being solutions that can make a real difference.

Espyr has partnered with over 35 PEOs to redefine workplace well-being by providing compassion-driven solutions that genuinely take care of people and their families. Their approach is about proactive care—addressing well-being before issues escalate to help reduce absenteeism, increase productivity, and create a healthier workplace culture.

Key takeaways from this webinar include:

Mental health trends impacting the workplace
What forward-thinking PEOs are doing to address workplace well-being
What resources are available to create a stress-free environment for your clients
The business impact these solutions have on our clients and worksite employees

You may view the recording here.

First Friday Series: Primary Care is Changing: How to Keep Up and Support Employees, Presented by Aetna

Primary care, a key aspect in managing individuals' health and curbing healthcare costs, took center stage in Aetna's 2023 First Friday webinar. The webinar unfolded the ever-changing landscape of primary care, showcasing its evolution in tandem with the healthcare industry.

The discussion in this webinar revolved around:

Unveiling the importance of focusing on primary care and its profound impact on the total cost of care.
A journey through the transformation of Advanced Primary Care, tracing its evolution from traditional primary care.
Insight into the pivotal role of purpose-built virtual primary care offerings, designed to heighten overall primary care engagement. The past has spoken, and the revelations from this webinar have enriched our understanding of the critical role primary care plays in shaping a healthier tomorrow.

View the recording to catch yourself up.

First Friday Series: Energy Leadership and Unlocking Your Personal Power, Presented by Transamerica

The importance of our energy is often overlooked when it comes to our success in life – but it’s quite simply the determining factor. Are you the type of leader you think you are? How do you “show up” during professional and personal challenges? Does stress often get the better of you? Your energy reveals these answers.

Gain insights into your subconscious filters and better understand how your response to the world around you impacts your outcomes from this webinar presented by Transamerica.

You can view the recording of this program here.

Learn How SECURE Act 2.0 Creates Tremendous Opportunities for PEOs to Expand 401(k) Plan Adoption, Presented by Slavic401k

With the passage of the SECURE Act and SECURE Act 2.0, the retirement savings landscape in America is undergoing significant change for the first time since the creation of the 401(k) in 1974. The complexity of SECURE 2.0 positions PEOs as one of the only viable and effective delivery vehicles for the legislation.

This webinar led by John Slavic, Slavic401k Founder, President, and CEO, dives into how the new legislation creates a tremendous opportunity for PEOs to organically grow the industry.

Recording

Slides

Top Trends, Opportunities and Challenges for PEOs in 2024, Presented by Mercer/Marsh

This webinar, held on February 2, 2024, features experts who address the latest trends and opportunities within the PEO industry and share strategies for how your business can effectively navigate the challenges in workers' compensation, EPLI, health and welfare benefits, and 401k.

Recording

Slides

Discover What Recruitment and Retention Trends Are Impacting Employers and What is Driving Decisions to Work with PEOs, ASOs, and Service Bureaus, Presented by isolved

This webinar, held on March 1, 2024, features an exclusive session with Brent Skinner, Director of Product Marketing at isolved, and dives into invaluable insights from isolved's latest research study, "HR Leaders Report."

Discover the latest recruitment and retention trends shaking up the industry and unravel the driving forces behind employer decisions to partner with ASOs, PEOs, and Service Bureaus.

Recording

Slides

Strategies for Thriving in the New Normal: New Economy, New Opportunities, Presented by Payroll Funding - 4/5/2024

Running a business in 2024 is much different than it was in 2019. There is a new normal that must be recognized and understood to achieve success. Payroll Funding Company has been working with PEO clients for over 20 years. This experience has allowed us to gain a unique inside view of what successful patterns look like for healthy businesses.

This webinar explores small business economics post-COVID, the impact of inflation, financing options getting tighter, and ultimately how to find success independent of ERTC and other outside funding.

Recording

Strategic Edge: How PEOs Drive Competitive Advantage through Dynamic Data, Presented by PrismHR - 5/3/2024

Big data, digital transformation, analytics, artificial intelligence, machine learning, data warehouses, data lakes... Sometimes it feels like we’re swimming in too much terminology and drowning in data. Today, any business that doesn’t capitalize on data advancements risks being swept away with the tide. PEOs should think of data as a direct pipeline to the resources you and your clients need to navigate the complex world of HR and compliance and make better business decisions in the process.

Hear from Scott Cormier, PrismHR's Vice President of Product Management & Design during Strategic Edge: How PEOs Drive Competitive Advantage through Dynamic Data. Scott will be joined by experts from Sigma Computing, Sequoia Consulting, and G&A Partners to dive deep into exploring dynamic data and technology trends across the PEO industry, key metrics to understand competitiveness, and how to leverage data to make strategic business decisions and to scale a growing business.

Recording

Slides

Leveraging Technology to Enhance Human-Centric PEO Services, Presented by PRO Software - 6/14/2024

Many PEOs differentiate themselves from their competitors by being a trusted partner to their clients and providing white-glove service. The perceived dilemma is that to avoid endangering those client relationships, PEOs must choose between personal white-glove service and updating their business practices with the latest technology. What if you didn’t have to choose?

During this First Friday webinar, dive into that either-or proposition with PRO Software President, Ryan Mossman, and discover how you can leverage technology and not just avoid damaging client relationships but strengthen them.

Recording

Optimizing Your Workers' Compensation Program to Reduce Risk, Presented by Key Risk - 7/12/2024

Key Risk hosted NAPEO's July First Friday webinar on July 12 at 12:00 PM ET.

During the hour-long session, the Key Risk team delved into various topics, including claims management, the transformative impact of AI, effective return-to-work strategies, enhancing workplace safety measures, and refining underwriting practices. These insights were designed to help attendees build a Workers' Compensation Program that effectively reduced their total cost of risk.

Recording

Vendor vs. Partner: Competitive Edge Through Smart Partnerships, Presented by Verified First

Ian Bellais, Executive VP of Corporate Strategy at Verified First, dives into the realm of vendors and partnerships that drive PEO revenue streams. Discover how to cultivate alliances that foster success and sustainable growth, distinguishing your business from competitors.

Recording

First Friday Series: The Growing Role for PEOs in Maximizing Employee Care, Presented by MetLife - 10/11/2024

Join Tracie Brown and John DePalma, MetLife PEO Account Executives, as they uncover a deeper understanding of today’s small business talent management crisis, as well as the transformative power of employee care that PEOs and help their worksites implement, from MetLife’s 8^th Annual PEO Advantage Report.

You’ll learn how and when small business employees crave more support and how to help worksites deliver care during these critical moments. Finally, we’ll shed light on the positive impact PEOs have on their worksites today, as well as share strategies to help small businesses safeguard their talent for tomorrow.

recording

5 Clear Signs Your Retirement Plan Needs an Upgrade, Presented by Ameritas - 11/1/2024

In this webinar, Chris Miller, National Sales Director of Special Markets at Ameritas/Bluestar, will guide you through key indicators that your retirement plan may need an update. With over 20 years of experience helping small and mid-size businesses with their retirement plans, Chris brings deep expertise and practical insights to help you optimize your company's retirement strategy.

You can view the recording of this webinar here.

Townhall Series Archive

NAPEO’s Townhall series offers virtual education to our members in several PEO specialty areas: risk management, sales, marketing, finance & accounting, legal/HR, and payroll. The meetings are moderated discussions hosted by our subject-matter experts that explore key issues to provide important information, insight, and valuable takeaways. You can view recordings and presentations of past town halls below.

Generating PEO Sales in an Era of Uncertainty

This town hall features industry experts Clay Kelley, John Ferguson of simplicityHR by ALTRES; and Colby Davis of Employer Advantage discussing how your PEO can still connect with prospects even in the midst of a pandemic. You can view the recording here and the PowerPoint here.

Risk Management: Return to Work

Employees returning to work after an historic pandemic presents many challenges. Our panel of experts walks you through everything to be aware of as you prepare for employees to return to work. You can view the recording .

Generating PEO Sales in an Era of Uncertainty - Part 2

This town hall is the second in the series that features industry experts Clay Kelley, John Ferguson of simplicityHR by ALTRES; and Colby Davis of Employer Advantage discussing how your PEO can still connect with prospects even in the midst of a pandemic. You can view the recording here and the PowerPoint here.

Marketing in the Era of COVID-19

The COVID-19 crisis and the economic effects it has caused have created both daunting marketing challenges and exciting marketing opportunities. PEO marketing expert Ryan McInerney discussed marketing in the COVID-19 era. You can view the recording here and the PowerPoint here.

Risk Management: Return to Work - Worker's Compensation COVID-19 Claims

Most PEOs have had a limited number of COVID-19 claims but we all anticipate they are coming. Rumors of law offices gearing up to “educate” potential claimants are coming from all corners of the country. Moreover, the redefinition of first responder along with conclusive and/or rebuttable presumption directives ensure a great deal of uncertainly moving forward. View the recording .

Risk Management - The Impact on Employment Practices Liability due to COVID-19

Since stay at home orders have begun lifting, business are seeing more and more Employment Practices Liability claims ranging from wrongful termination, discrimination, violations of the Medical Family Leave Act and more. View the recording here.

Risk Management Town Hall - Workers' Compensation Carve-Out Solutions

This town hall presented a lively discussion regarding a litany of current topics including exposures generated as a result of workers’ compensation carve out solutions provided for clients. The panelists discussed the PEO client service agreement and necessary amendments, potential gaps or duplicity in coverage, and the NCCI/Bureau endorsements to mitigate exposure and build a barrier around your workers’ compensation program. View the recording here and background documents shared: Endorsements Grid & Alternate Endorsements

Sponsored by Fisher Phillips & Stonehenge Insurance Company, A Gallagher Company

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