NAPEO 2018 Annual Conference
Schedule-of-Events

Tuesday, September 4, 2018

1:00pm – 7:00pm

Registration Open
Sponsored by PayPlus Software, Inc.

1:30pm - 3:00pm

Federal Government Affairs Committee Meeting

3:00pm - 4:30pm

State Government Affairs Committee Meeting

4:30pm - 6:00pm

Legal Advisory Council Meeting

4:30pm – 6:00pm

PAC Committee Meeting

6:00pm - 7:00pm

Service Partner & Leadership Reception
(Open to all exhibitors & Associate Members)
Sponsored by Risk Transfer Insurance Agency, LLC and Slavic401k

7:00pm – 10:00pm

PAC Donor Appreciation Event
​Sponsored by AmWins Specialty Casualty Solutions, LLC and Libertate Insurance LLC

   

Wednesday, September 5, 2018

7:00am- 8:00pm

Registration Open
Sponsored by PayPlus Software, Inc.

8:00am - 3:00pm

Exhibitor Set-Up

9:00am – 10:00am

Healthcare Committee Meeting

9:00am - 12:30pm

PEO University Legal/HR
(Additional registration and fee to attend)
Sponsored by IntegreatHR Technologies, Pinnacle Financial Services, Inc. and Synel Americas

9:00am - 12:30pm

PEO ​University Operations/Technology
(Additional registration and fee to attend)
Sponsored by IntegreatHR Technologies, Pinnacle Financial Services, Inc. and Synel Americas

10:30am – 1:30pm

NAPEO Board of Directors Meeting & Lunch
(Open to all NAPEO members)

12:30pm - 1:30pm

PEO University Lunch
(Additional registration and fee to attend)
Sponsored by IntegreatHR Technologies, Pinnacle Financial Services, Inc. and Synel Americas

2:00pm - 3:15pm

Opening General Session with Kaihan Krippendorff
Intrapreneurship: Driving Innovation From Within
Sponsored by iSolved Network and Pinnacle Financial Services, Inc. 

3:30pm - 4:30pm

Breakout Sessions

  • Making the Most of NAPEO’s Market Research Part 1: Building a Marketing Program Based on the Research Findings
    Kerry Carruthers, Vice President, Marketing & Communications, NAPEO
    Ashley Landers, Vice President, Client Services, Texas Creative
    Roxanne Lujan, Vice President, Marketing, SWBC
  • Economic Update
    John Slavic, CEO & President, Slavic401k

  • Benefits Benchmarking
    Ron Cornwell, Principal & Consulting Actuary, Milliman

4:30pm - 4:45pm

Networking Break
​Sponsored by FSV Payment Systems

4:45pm - 5:45pm

Breakout Sessions

  • Making the Most of NAPEO’s Market Research Project Part 2: 

    Increase Sales by Listening to What Business Owners Told Researchers
    Kerry Carruthers, Vice President, Marketing & Communications, NAPEO
    Clay Kelley, Chief Results Officer, ClayKelley.com

  • Results of NAPEO's Financial Ratio & Operating Statistic Survey
    Steven K. Bentley, Chief Financial Officer, Avitus Group
    Daniel S. McHenry, Business Advisory Group Practice Leader, McHenry Consulting
    Johnathan Taylor, Chief Financial Officer, LandrumHR
    Tanya Yakhnis, CFO, Tandem HR

  • Up & Coming trends in Technology Tools, Products, and Non Traditional HR offerings
    Craig Babigian, Executive Vice President, PrismHR
    Ted Crawford, Chief Executive Officer, Resourcing Edge, Inc.
    Jennifer Creech, SVP of Strategic Partners, FinFit
5:00pm - 6:00pm
Arizona Welcome Reception
Sponsored by Slavic401k & Tee Gee Group
​By Invitation Only

6:00pm - 8:00pm

Opening Marketplace Reception
Sponsored by PrismHR, Silva Capital Solutions, Inc. and Stonehenge Insurance Solutions

8:00pm - 10:30pm

CEO Forum Dinner & Race Track Experience 
(Must be registered for CEO Forum to attend)
Sponsored by ClayKelley.com, eflexgroup - the PEO Division of TASC, Fisher Phillips, PrismHR, Silva Capital Solutions, Inc., and Slavic401k


Thursday, September 6, 2018

7:00am - 7:30pm

Registration Open
Sponsored by PayPlus Software, Inc. 

7:00am - 8:20am

ESAC Annual Participant Breakfast Meeting

8:00am - 8:30am

​Continental Breakfast
Sponsored by Lincoln Financial Group

8:30am - 9:30am

Keynote Presentation with Peter Sheahan
MATTER: Finding Opportunity in Disruption to Create More Value and Become the Obvious Choice
Sponsored by Slavic401k

9:30am - 10:30am

Annual NAPEO Membership Meeting

10:30am - 11:00am

Networking Break
Sponsored by ESIS

11:00am - 12:00pm

Breakout Sessions

  • The PEO Industry Footprint: An Analysis of NAPEO's New White Paper
    Laurie Bassi, CEO, McBassi & Company

  • What's the Latest in Healthcare?
    Seth T. Perretta, Esq., Principal, Groom Law Group
    Malcolm Slee, Esq., Principal, Groom Law Group

  • A Candid Conversation about PEOs and VCs
    Barron Guss, President & CEO, Simplicity by ALTRES
    Cas Schneller, Partner, FFL Partners
    Abhaya M. Shrestha, Managing Partner, GPB Capital

12:00pm - 2:00pm

Lunch in the Marketplace Exhibit Hall
Sponsored by Baldwin Krystyn Sherman Partners, Holland & Hart, LLP and Prospective Risk Management Corp.

12:30pm – 2:00pm

Accounting Practices Committee Meeting

12:30pm – 2:00pm

Marketing & Communications Committee Meeting

2:00pm - 3:00pm

Breakout Sessions

  • Small and Large Employer Benefit Trends and Innovation
    Eric Bassett, Senior Partner, Mercer
    Ted A. Crawford, Chief Executive Officer, Resourcing Edge, Inc.
    John Harman, CEO & Founder, Integra Insurance Solutions

  • Accelerate Your Growth or Sell Your PEO?
    Matthew J. Claus, M & A Group Practice Leader, McHenry Consulting
    Neal England, Practice Leader, Capital Alliance Corporation
    Joe Raymond, Managing Partner, RVR Consulting Group
    Wanda J. Silva, President, Silva Capital Solutions, Inc.

  • Sales Analytics & Selling Larger Deals
    Ray Dile, President, PEO MasterClass
    Edward J. Flynn, Senior VP, Business Development, Aureon HR, Inc.
    Javier Romeu, VP Business Development, Capital Global Employment Solutions

3:15pm - 4:15pm

Breakout Sessions

  • Worth It or Not: Marketing Ideas to Jump On (and Some to Avoid)
    Kerry Carruthers, Vice President, Marketing & Communications, NAPEO
    Andy Lubash, Principal, Prestige Employee Administrators 
    Deborah Brousseau, Director of Marketing, Landrum HR
    Susan ​Clark, Director of Marketing, Unique HR

  • Controlling EPLI Costs
    David E. Carothers, CSP, ARM, Partner, Praxiom Risk Management, LLC
    Paul Nash, Underwriter, Beazley Group
    John M. Polson, Esq., Partner, Fisher Phillips
     
    Mario Springer, VP of Compliance & Corporate Counsel, Justworks, Inc.
  • Keeping Clients Engaged
    Roger Hays, Jr., SPHR, President/CEO, Premier Employer Services, Inc.
    Dawn Schicker, Vice President of Human Resources,
    Continuum HR

4:15pm - 4:30pm

Networking Break
Sponsored by Miller Tack & Madson

4:30pm - 5:30pm

Breakout Sessions

  • Things You Might be Doing Right (or Wrong) with your Multiple Employer 401(k) Plan: Best Practice Tips from the Trenches
    Roger J. Rovell, President, Fiduciary Partners Retirement Group
    John Slavic, CEO & President, Slavic401k


  • How to Survive a Regulatory Audit of a PEO Benefit Plan
    Sheldon J. Blumling, Esq., Partner, Fisher Phillips
    William Kropkof, Managing Member, The ERISA Advisory Group

  • NAPEO Government Affairs Update
    Daniel Harris, Esq., Senior Director, State Government Affairs
    Thomas Stohler, Vice President of Federal Government Affairs, NAPEO

5:30pm - 7:30pm

Marketplace Reception
Sponsored by Aetna and KeyBanc Capital Markets

7:30pm - 9:30pm

Exhibitor Breakdown

8:00pm - 11:00pm

NAPEO’s State Fair
*****Included in all full registrations, Thursday-only registrations, booth representative registrations******
Sponsored by eflexgroup - the PEO Division of TASC, Jackson Lewis P.C., MassMutual and Risk Transfer Insurance Agency, LLC.

 

Friday, September 7, 2018 - PEO Technology Day

8:00am – 12:30pm

Registration Open 
Sponsored by PayPlus Software, Inc. 

8:00am - 10:00 am

Exhibitor Breakdown

8:30am - 10:30am

Breakfast Session
Working with Your PEO Technology Provider: A Candid Conversation for Both PEOs & Technology Providers
Andrew Ranson, Executive Partner, FPOV Technology Consulting
Sponsored by Compass Consulting Group, Inc., FSV Payment Systems and Worklio

Breakfast Served from 8:30am - 9:00am

10:45am – 12:00pm

Digital Marketing: Technology and Content Working Together
​Carla Johnson, Chief Innovator, Type A Communications

12:15pm - 1:30pm

Luncheon Session: Cyber Security: In Hackers We Trust
Jay Kaplan, CEO, Synack & Former NSA Hacker

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