Tuesday, September 13, 2:15pm-3:15pm
Sheldon Blumling, Esq., Partner Fisher Philips; Daniel S. McHenry, Business Advisory Group Practice Leader, McHenry Consulting  

This session will be led by lawyers and business consultants talking about steps startup and small to medium sized PEOs should take to get to the next level.

Tuesday, September 13, 2:15pm - 3:15pm
Laurie Bassi. CEO, McBassi & Company

 

Join the architect of NAPEO's successful industry research program as she unveils our latest white paper, an in-depth analysis of PEO clients by size, location, and industry

Tuesday, September 13, 11:00am-12:00pm
Clay Kelley, Chief Results Officer, claykelley.com

This session will take the guesswork out of determining what sales team members should be selling. Participants will learn strategies for setting sales expectations and managing performance, and will receive a spreadsheet to calculate expectations as well as an expectations agreement template.

Tuesday, September 13, 2:15pm-3:15pm
Heather Keefer Saulsbury, VP, Sales & Marketing, StaffLink Outsourcing, LLC - a FL PrestigePEO Company; Andrew Sowell, Manager, Business Development, LandrumHR

Conservative spending practices, cautious business owners, and increased value demands with decreased rate expectations will run rampant through periods of economic downturn. How best do PEO marketing and production teams weather the storm and appeal to clients with lower budgets and heightened needs? Our panel will discuss varying angles of strategy that might appeal to conservative consumers needing our assistance more than ever.

Tuesday, September 13, 3:45pm-4:45pm
Wendy Lawrence, Povaddo

Join our market research partners from Povaddo as they take a deep dive into the information they gathered from 11 recent focus groups with business owners and decision-makers. What keeps them up at night? What do they know about PEOs? What are the messages that they want to hear about the industry? Which messages really resonate and which do not? What are the best ways to break through to this key audience?

Wednesday, September 14, 10:45am-11:45am
Mike Aleo, President & Chief Creative Officer, LGND; Garet Williams, Director of Strategy, LGND

Take a deep dive into the hottest trends in marketing from the experts at LGND, the architects of NAPEO’s successful digital advertising campaign to put PEOs on the map. Find out what you need to know to capitalize on the latest marketing techniques, and get a look ahead to the future of successful digital marketing.

Tuesday, September 13, 11:00am - 12:00pm
Wanda Silva, Silva Capital Solutions 

This panel of PEO industry experts will explain due diligence and the steps involved in planning for an acquisition from both sides, the buyer and the seller. This panel of PEO professionals with M&A experience will provide real-time examples of how things work, lessons learned, to help if you plan to buy, sell, or merger your PEO.

Tuesday, September 13, 2:15pm - 3:15pm
Gordon M. Berger, Esq., Partner, FisherBroyles; Jean Goldstein, Principal, PEO Advisory Services, Inc.;
This session on keeping your PEO compliant will discuss filings beyond PEO licensing and registration to include Form 5500s, M1s, sales taxes on PEO revenue, personal property taxes, unclaimed property taxes, EEO1 to name a few and will answer the questions all PEOs have: When is a PEO subject? How are they handled operationally? Where do they sit in the organization? How can we get training? Can they be outsourced? The panel will also discuss state nexus: What’s considered doing business in a state? When does a PEO have to license/register? Along with suggestions for dealing with the “on the spot” notice that a client has an employee in a new state and the possible consequences for not properly setting up in a state. The panel will discuss when a PEO should focus on these items and the potential audits and the time/cost. Come and learn how to keep your PEO in compliance.

Tuesday, September 13, 3:45pm - 4:45pm
Alex Campbell, Vice President & Chief Financial Officer, Staff Management, Inc.;  Wendy Katz, CFO, Questco; Ronda Rogers, Controller, Nextep, Inc.

Technology is changing the way we do business. What is AI and can a bot take my job away? Come hear how you can be more productive using technology and AI to help your growing PEO. 

Wednesday, September 14, 10:45am - 11:45am
Scott Hackworth, Senior VP, Industry Insights, Inc.; Johnathan Taylor, CFO, LandrumHR; Todd Matheny, CFO & Vice President of Finance, Syndeo Outsourcing, LLC 

NAPEO’s 2021 Financial Ratio & Operating Statistics Survey is an invaluable benchmarking tool for PEOs. Attendees will gain up-to-date, data-driven insight into the PEO industry and learn the latest operating statistics on benefits, pension plans, sales, client service, HR, payroll, and technology.

Tuesday, September 13, 11:00am - 12:00pm

Come be the judge! Our expert legal counsel will present short legal arguments for the plaintiff and defense using actual published cases to our third lawyer, the JUDGE. You, the audience will be polled on how you think the cases ultimately turned out. Our experts will then briefly explain the actual result of the case.

Tuesday, September 13, 2:15pm-3:15pm

Come hear what is happening across the country and federally with an update by NAPEO's own government affairs experts and our outside federal lobbyist.

Tuesday, September 13, 11:00am - 12:00pm
Thomas Deen, Chief Information Officer, LandrumHR

 

Every PEO uses many outside vendors, are you vetting them properly and getting their certifications before you start the relationship? This session will cover why vendor certification is important and for what reason? What are the different kind of certifications? Finally, the speakers will go over the checklist that your PEO should use to prepare as you are vetting your vendors.

Tuesday, September 13, 2:15pm - 3:15pm
Alex Campos, Chief Executive Officer, Vensure Employer Services; Joseph Lazzarrotti, Esq., Principal, Jackson Lewis P.C.

Let's go back to the beginning and start with the fundamentals. If you do not have the right initial response to a cyber incident, it can snowball out of control. This session will go over the basics, what to do right now and ensure your PEO is covered right away when if a cyber incident arises.

Tuesday, September 13, 3:45pm - 4:45pm
Hamesh Chawla, CEO, Mulberri Inc. 

Social engineering goes beyond just phishing. Is your PEO prepared? Come here what you need to do and how you need to train your employees, both internally and at your client worksites to ensure they are aware and prepared. Don't get caught and be the next target, our panel of experts will help you know the signs and train correctly.

Wednesday, September 14, 10:45am - 11:45pm
Joseph Lazzarotti, Esq., Principal, Jackson Lewis P.C. 

This panel will update the audience on current and pending legislation around cybersecurity. Many states are moving towards legislation around data privacy, come here which states are enacting this legislation and how it will effect your PEO