About The Event
Join us for NAPEO’s 2026 Operation Workshop!
NAPEO’s 2026 Operations Workshop, will bring together all the operations professionals from the PEO industry in one place! This workshop isthe convergence of two previously separate and highly lauded events – the Risk Management Workshop and the CFO & Payroll Seminar.
The workshop’s primary focus will be on the operational aspects of PEO businesses, covering topics such as accounting/finance, and risk management to include cyber security, payroll, and overall operations. The goal is to provide attendees with valuable insights and strategies to strengthen the support and infrastructure for PEO organizations.
Who Should Attend?
- Accountants/Financial Advisors to PEOs
- CFOs, Controllers, VPs/Directors of Finance or Accounting
- Insurance and Risk Management Service Providers to the PEO industry
- PEO Owners/Presidents
- PEO Payroll Professionals
- PEO Risk Managers
- PEO Senior Managers with risk management responsibility
- Senior Managers or Department Heads with accounting and finance responsibility
Cancellation Policy
- All cancellations, additions, and changes must be submitted to NAPEO in writing.
- Refunds are available for cancellations made by Tuesday, June 30, 2026, minus a $150 processing fee.
- No refunds will be given on or after Wednesday, July 1, 2026.
Questions?
Please contact NAPEO Meetings for assistance.
Register NowPreliminary Schedule of Events
Tuesday, July 14
Registration Open
Sponsored by Fisher Phillips
Opening General Session with Andrew Lindley, Vivere Advisors
This is a pivotal moment for business. AI capabilities are advancing faster than most organizations can absorb, and the gap between companies that capture the opportunity and those that miss it is widening every quarter. In this opening session, Andy Lindley brings a CTO’s perspective to the question every PEO leader is wrestling with: where do we actually start? Drawing on his experience leading technology at a large PE-backed PEO and his current advisory work with mid-market and PE-backed companies, Andy will cover the current state of AI in operations, the areas where companies are unlocking real efficiency and growth, and why generic AI solutions consistently underperform tailored implementations. Attendees will leave with a clearer view of how to assess their own operations and identify where AI investment will produce durable results.
Sponsored by Aon and Slavic401k
Breakout Sessions
- Accounting & Finance: Navigating the PEO Regulatory Landscape & The Value of CPEO & ESAC
- Payroll: I-9 Compliance in the PEO Model: Best Practices, Risk Management & Legal Insights
- Risk Management: State of the States Update – Workers’ Comp Edition
Networking Break
Sponsored by Ameritas, Benefit Cloud, Citibank, N.A., Fisher Phillips, Gallagher, Innovation Growth Partners Specialty, LLC, Key Risk (a Berkley Company), NestEggs 401(k), PRO Software, LLC, Ready to Fund, SUNZ Insurance Company, Tabulera, Inc., ThinkWare Corporation, US Enrollment Services -Daybright Broker Solutions
Breakout Sessions
- Accounting & Finance: Driving Growth: Finance’s Role in Acquiring new PEO Clients
- Payroll: From Intake to Offboarding: Managing Compliance, Risk & Growth in PEO Client Lifecycles
- Risk Management: Beyond the Tech: Getting People to Embrace AI & Ensure Organizational Cultural Buy-In
Networking Reception
Sponsored by Libertate Insurance Services, Gallagher and SouthState Bank NA
Wednesday, July 15
Registration Open
Sponsored by Fisher Phillips
Networking Breakfast
Sponsored by Libertate Insurance Services, Gallagher and SouthState Bank NA
Breakout Sessions
- Accounting & Finance: PEO M&A Essentials: Process, Due Diligence & Quality of Earnings
- Payroll: Strengthening State Partnerships: Data Integration, Compliance, and the Future of PEO Collaboration
- Risk Management: Inside PEO Claims Management: The Practical Reality
Networking Break
Sponsored by Ameritas, Benefit Cloud, Citibank, N.A., Fisher Phillips, Gallagher, Innovation Growth Partners Specialty, LLC, Key Risk (a Berkley Company), NestEggs 401(k), PRO Software, LLC, Ready to Fund, SUNZ Insurance Company, Tabulera, Inc., ThinkWare Corporation, US Enrollment Services -Daybright Broker Solutions
Breakout Sessions
- Accounting & Finance: New Nacha Requirements: What Every PEO Needs to Know
- Payroll: Integrations That Actually Work: Lessons learned connecting payroll, HRIS, benefits, and time systems – Part 1
- Risk Management: Cyber Insurance Considerations – An Update
Lunch & General Session
Sponsored by Aon and Slavic401k
Breakout Sessions
- Accounting & Finance: NAPEO Financial Ratio & Operating Statistics Survey Results
- Payroll: Integrations That Actually Work: Lessons learned connecting payroll, HRIS, benefits, and time systems – Part 2
- Risk Management: Building Effective AI Governance
Breakout Session
- Accounting & Finance: The Future of PEO Accounting & Finance: Powered by AI
- Payroll: The Future of the PEO Payroll Model: Consolidation, tech platforms, and evolving expectations
- Risk Management: Understanding Workers’ Compensation Carve-Outs and the Complexities
Offsite Evening Event
Sponsored by Aon, PrismHR and Slavic401k
2026 Operations Workshop Sponsors
