Concurrent Sessions
This year's concurrent sessions provide a combination of current updates, practical analysis, and new insights designed to help you grow your PEO. Each session has been carefully chosen to help you strengthen your market share and build your bottom line!
Please see the Program-at-a-Glance for detailed schedule.
Sessions Scheduled for Monday, October 1, 2012
Health Care Reform — The Road to 2014/Planning for Health Care Reform
This program brings together three separate foci on health reform — What should you expect from the state and federal governments? What should you expect from the health insurance industry? What are the issues that are specific to PEOs? What can you as a PEO operator expect in the lead-up to 2014 and what will happen in 2014? This session will try to pull together the views and expected actions of the principal players in this unfolding drama. What does the future portend for the PEO industry and small business? Will health reform be merely an adjustment of current practices or will this require a major overhaul of how PEOs provide assistance to clients and worksite employees?
Growing Your PEO Market Share and Increasing the Bottom Line: Organic Growth vs. Acquisition
Joel D. Duncan, Chief Executive Officer, Merit Resources, Inc.
Mark Perlberg, President & CEO, Oasis Outsourcing
Daniel S. McHenry, Business Advisory Group Practice Leader, McHenry Consulting
Wanda J. Silva, President, Silva Capital Solutions, Inc., Moderator
This panel discussion will review both models of PEO growth: organic and acquisition. You will hear from CEOs who have made each one of these models work in order to grow their PEO's bottom line. The panelists will do a review of each financial model; go over the pros and cons of each model; and save plenty of time for questions from the audience. If you want to grow your PEO in the coming year, this session is not to be missed!
Winning Strategies for Unemployment Claims
Carl H. Kleimann, President, Odyssey One Source, CoAdvantage
David Ohmart, UI Consultant, Employer Emissaries Inc.
Scott Buchanan, President, Human Resources, Inc., Moderator
Unemployment insurance claims have become increasingly complicated. This session will help you understand the basics of UI and using real-time reporting. Get inside the brain of the UI Deputy so you can react even before she or he comes at you. In order to win the claim — the ultimate goal — you will need to know variations to the law and how to approach them. The goal of the session is to take the mystery out of responding to an unemployment claim with the intent of reducing the PEO's UI tax rate and saving thousands of dollars.
Sessions Scheduled for Tuesday, October 2, 2012
Top Ten Reasons Employers Get Sued
Richard A. Hooker, Esq., Attorney, Varnum LLP
John M. Polson, Esq., Partner Fisher & Phillips LLP
More and more, we are seeing employers get sued; this interactive session will guide you through the reasons why employers get sued in the first place. Learn how to better understand these reasons and help you, as an employer, avoid employment litigation. Do you know when to raise the red flag and ask the questions and what to ask? Walk away with how to fashion and administer employment policies in a way that minimizes the risk for litigation. Client service agreements are the first barrier in protecting your PEO; hear what steps you should take in putting together your CSAs in order to minimize your risk of entanglement in the client's employment disputes.
Cyber Liability: Business Continuity in a Cyber World
Steven K. Bentley, Secretary/Treasurer & CFO, Avitus Group
Patrick Clabby, ACE Insurance Group
Sandra Golden, PEO Insurance Specialist, Diversified Insurance Group
Maintaining digital contact with your clients and their employees is the lifeblood of your business. Know what you need to do to protect this relationship and the importance of creating a business continuity plan to insure all communication and security channels are maintained should a disaster occur, whether it be natural or manmade. Understand where you may have potential exposures and get tips from others on how they are protecting themselves. Identity theft is one of our nation's biggest threats. As a result, "Personal Identifiable Information" mandates are ever expanding; find out your responsibilities based on new state and federal regulations. Increasingly, more and more states require that you have a response plan in place, prior to the breach; know what penalties you could face for not having one.
Market Dynamics and the PEO Industry
John Slavic, President, slavic401k.com
This top-rated session with John Slavic is back again to update you for 2012! Learn how overall economic trends can affect small business and the PEO arrangement, and identify trends in the economy that represent opportunities for PEOs to grow in a transition economy. In this ever changing world with likely economic and policy changes, you need to prepare — what are the likely outcomes? What are the implications for PEOs? Updated data from the PEO Employment Index will be used to examine the current state of the industry and where we are headed, and how to grow.
Marketing and Advertising for Your PEO — A Two-Part Session
Erica Brune, President, Lever1
Bill Maness, President, Syndeo Outsourcing LLC
Daryl Sisk, VP, Sales, ESG Entities, Inc.
Patrick J. Cleary, President & CEO, NAPEO, Moderator
Marketing and advertising a PEO is much different than marketing and advertising any other business. This session will explore the tips and best practices on advertising for this complex industry. Realizing that some small business owners (consumers) may not realize what a PEO is, this presentation will focus on recognizing your audience and using advertising to educate them on what a PEO does and why it is an invaluable service for small business owners. Identifying target audience/markets is the key to marketing/advertising correctly. Learn how to understand communication tactics and creative concepts for campaign design. What is SEO? How can you use it to your PEO's benefit? How can you blend this and other online sources with traditional advertising for maximum reach? Learn how to build your brand and manage your messages and campaigns so they are consistent across the board and resonate with the small business mindset. This presentation will also talk about smart ways to reach your target audience by recognizing where they receive their information.
So You're Terminating an Employee with a Workers' Compensation Claim ... Now What?
Henry Cabaniss, Director, Governance & Risk Compliance, SOI
Ted Kirchharr, VP & Chief Operating Officer, Landrum Professional
Torben S. Madson, III, Esq., Partner, Kunkel Miller & Hament
This panel will discuss briefly terminations in general, then touch on statutory/regulatory requirements including FMLA & ADA/ADAAA and then discuss the practical components of the workers' compensation claimant terminations — claim strategy, effect on vocational rehab, and settlements. Learn specific approaches to identifying and managing employment goals early in the workers' compensation claim process. Gain appreciation for the significant differences in state by state workers' compensation and labor laws regarding retaliatory discharge. What you do in Florida might not be the same in California. Learn what you need to do to coordinate for each state where you have employees. Better understand the value of coordinated leave management and HR recordkeeping. Gain familiarity with basic provisions of major state and federal leave laws. The session will also review the most recent case law on retaliatory discharge issues and how they will affect you going forward.
Maximizing the Value of Your PEO for Your Succession
Alfred F. De Bellas, Jr., President, De Bellas & Co.
Dale Hageman, CEO/President, Accord Human Resources, Inc.
Wanda J. Silva, President, Silva Capital Solutions, Inc.
How do you determine and maximize the value of your PEO? What are the key factors that affect the value of your PEO? Are you ready to retire to days of golfing, swimming, and no worries in the world? You will need to develop a succession/exit plan and learn the mistakes to avoid in the process. This session will give an overview of how the value of a PEO is determined and the actions owners can take to maximize their value, looking toward an eventual succession or exit from the business. Learn the importance of timing in your exit plan, the different types of exit plans, how to select the plan that would work best in your specific circumstances, and how to monitor this plan once it is put into action.
Value Pricing the PEO Offering
Anthony Danon, Chief Operating Officer, SOI
Mike Maseda, Chief Executive Officer, CoAdvantage
Are PEOs under-pricing their offerings? Learn ways to properly evaluate the services provided by your PEO to ensure that your pricing model is in line with the value you deliver. Guarantee that you will be able to grow your PEO while still making a profit. Are you pursuing the right clients with the right pricing structures? Are you pricing out each of your offerings to ensure they are covered in your pricing structures? This will be an interactive session with lots of time for questions from the audience to interact with the panelists.
It's a Rocky World Out There: Risk Management and its Effect on the PEO Industry
Wade Latham, Senior Vice President, Risk Management, CoAdvantage
Scott Robertson, President, SUNZ Insurance Company
Jennifer Robinson, Senior VP, Industry Expert, Risk Transfer Holdings
Workers' compensation is an ever changing market. Hear perspectives in this session on the current and future market changes. There are many challenges facing the PEO industry. How do we get more carriers into the market to increase competition/markets? Hear more about the hardening insurance market and the general trend toward multiple coordinated policies (MCPs). Learn the solutions for active risk management and the benefits of having "in-house" risk and safety management programs. How can you transfer the administration and management "burden" placed on the carrier/broker back to the PEOs? There is a moving target of risk within a PEO. This panel will go over techniques for effectively managing your book and the relationship with carriers.
Sessions Scheduled for Wednesday, October 3, 2012
Hiring New Employees to Grow Your PEO? Understanding EEOC's New Guidance on Background Checks
Amy Gittler, Esq., Partner, Jackson Lewis LLP
Amie Remington, Esq., General Counsel, Landrum Professional
Did you know there are new background check limitations? You need to be aware of these new limitations. Understand the agency and the current administration's objectives in issuing the guidance. Determine how to gather the information you need to make an informed hiring decision without violating the guidance. The panel will also discuss social media searches — what are the risks and the trends?
PEO Healthcare by the Numbers: Results of the PEO Benefits Survey Results
Adam Peer, Director, NAPEO
Prior to this year's annual conference, NAPEO members will be invited to participate in the industry's first comprehensive survey of worksite employee benefits. Benefits surveyed include: medical, dental, vision, life, disability, wellness, retirement, and other ancillary benefits or programs. The presentation will include the initial results of the survey; presentations of various industry cross-sections; and a discussion of patterns or correlations observed from the initial data.
The Legislative and Regulatory Landscape for PEOs — An Examination of Critical State and Federal Issues
Thom Stohler, Director, Federal Government Affairs, NAPEO
Timothy Tucker, Vice President, Government Affairs, NAPEO
This session is designed to provide an in-depth review of the issues impacting the operating environment for PEOs at both the state and federal levels of government. Gain an understanding on how changes to unemployment insurance, workers' compensation, healthcare, and regulatory compliance will play a role in planning the upcoming year. Learn what efforts are underway at NAPEO to bring greater uniformity to state PEO requirements and of the continued focus capitalizing on opportunities and defending against threats to the industry. Additionally, hear how the outcome of the fall elections will shape the public policymaking environment for 2013 and beyond.
Click Below to Watch a Quick Welcome & Preview from NAPEO Keynote Presenter Steve Farber!
Click Below to Watch a Quick Welcome & Preview from NAPEO Keynote Presenter David Nour!
Click Below to Watch a Quick Welcome & Preview from NAPEO Keynote Presenter Les McKeown!
If you missed the preview webinar with Les McKeown, click here to listen to a recording and follow along with his presentation!
