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Risk Management Workshop

Risk Management Workshop

Risk Management Workshop

February 22-23, 2017
Tampa Airport Marriott
NAPEO's Risk Management Workshop has evolved into the largest gathering of PEO risk management professionals, carriers, brokers, and agents. Nowhere else will you find the PEO industry's top risk managers, key insurance executives, regulatory experts, and policy makers gathered for such an in depth look at PEOs and workers' compensation. Attendees will hear from risk management experts, get tips from leaders in the industry, and be able to take home ideas you can employ back in the office immediately to improve your risk management practices. The workshop will feature hands-on breakout sessions allowing participants to focus your attention on specific topics. 

Who Should Attend?

  • PEO risk managers
  • PEO owners
  • PEO senior managers with risk management responsibility
  • Insurance and risk management service providers to the PEO industry

Schedule of Events:

Wednesday, February 22, 2017

8:00am - 12:30pm

PEO Primer & PEO University: Workers' Compensation Risk Management(separate registration and fee to attend, includes light breakfast and lunch)
PEO Primer Sponsored by Slavic401k, PEO University Sponsored by Libertate Insurance, LLC.

12:00pm - 1:00pm

Sponsored by Fisher Phillips

1:00pm - 2:15pm

Opening Keynote Session: Active Shooter & Workplace Violence: What You Need to Know from Law Enforcement
Dave Couvertier, Retired FBI Special Agent, Tampa, FL

2:15pm - 3:45pm

Post Workplace Violence / Active Shooter Events: What Can a PEO Do or Not Do
Dave Couvertier, Retired FBI Special Agent

3:45pm - 4:15pm

Networking Break
Sponsored by Stonehenge Insurance Solutions


Insurance Carrier Panel: A Candid Question & Answer Session with the Insurance Carriers Serving the PEO Industry
Daniel A. Cacchione, Sr. Vice President, AmTrust Underwriters, Inc.
Debra A. Daly, CPCU, Are, VP, PEO Specialty Underwriting, AIG
Jerry Magee, PEO Sales Director, Amtrust of North America, Inc.
Robert J. Morris, CIC, CRM, VP, Casualty Underwriting,Zurich Global Corporate in N. America
Chris Sullivan,, Director of Risk Management, SUNZ Insurance Company
Ric Victores, National Sales Executive, ProSight Specialty

5:30pm - 6:30pm

Networking Reception
Sponsored by AmWins Specialty Casualty Solutions, LLC. and Miller Tack & Madson

Thursday, February 23, 2017

7:30am - 8:30am

Sponsored by Fisher Phillips

7:30am - 8:00am

Continental Breakfast
Sponsored by AmTrust Underwriters, Inc.

8:00am - 9:15am

Workplace Violence & Active Shooter Events from the Insurance Company Perspective
Paul Drake, Loss Control Specialist, AmTrust Loss Control Department
Jerry Magee, PEO Sales Director, Amtrust of North America, Inc.
Elissa M. Pacheco, President of Underwriting, AmTrust North America
Peter Stanislaw, VP & Program Director, US Risk, LLC
Brian Wakefield, Vice President of Claims, One Beacon Program Group

9:15am - 10:15am

Cyber Security & Your PEO in 2017
John Hale, VP of IT, PEMCO
Joseph Lazzarotti, Shareholder, Jackson Lewis P.C.
John Martin, President, First Watch Data Breach Solutions

10:15am - 10:30am

 Networking Break
Sponsored by Axiom Medical Consulting, LLC.

10:30am - 11:30am

Between a Rock and Hard Place the Interplay of Workplace Violence and Your Legal Team
Henry Cabaniss, Advisor, HROI
Kerim Fidel, Esq., General Counsel, Oasis Outsourcing
Torben S. Madson, III, Esq., Partner, Miller Tack & Madson
Michael R. Miller, Esq., Senior Partner/Shareholder, Miller Tack & Madson

11:30am - 12:30pm

OSHA/Post Accident Drug Testing: What You Need to Know
Peter Hilbert, Risk Manager, Prestige Employee Administrators
Daniel R. Leporati, President, Risk Aware, Risk Transfer Insurance Agency, LLC
Brian M. Nugent, Esq., Of Counsel, Holland & Hart, LLP
John M. Polson, Esq., Partner, Fisher Phillips

12:30pm - 1:30pm

Networking Lunch & NAPEO Legal & Legislative Update
Sponsored by Barrow Group, LLC and NetWise Technology
Farrah Fielder, Esq., General Counsel, NAPEO
Daniel Harris, Esq., Senior Director, State Government Affairs, NAPEO

1:30pm - 2:30pm

Kerim Fidel, Esq., General Counsel, Oasis Outsourcing
Keith Lavigne, Executive Vice President, Chubb
Alyssa Pianelli, Beazley Insurance
Robyn Rusignuolo, Esq., Chief Legal Officer/Vice President of Human Resources, Modern Business Associates, Inc.
Carlos Zumpano, Esq., Partner, Zumpano Castro, LLC

The 2017 Risk Management Workshop is being put together in conjunction with the Certification Institute.

CI manages the PEO industry's WC Risk Management Certification program. Certification provides independent professional verification that a PEO's risk management program is meeting industry best practices to reduce work-related accidents and health exposures and control WC insurance losses. Certification gives PEO client business owners assurance their service provider has the capability to deliver important risk management results and also provides WC insurance companies with ongoing assurance that a PEO is consistently and effectively implementing industry best practices.

We would also like to ​recognize long time Risk Management Workshop program contributors Jeff Rendel from Stonehenge Insurance Solutions and David E. Carothers, from Praxiom Risk Management, LLC.

Full Workshop Registration - includes all workshop educational sessions, networking break, and networking reception on ​Wednesday, networking breakfast and break and lunch on Thursday, and conference proceedings notebook
Members: $​625          Non-Members: $1,025

Reception Registration - includes access to Wednesday's networking reception only
Members: $50           Non-Members: $60  

Affordable Hotel Room Rates
While the NAPEO room block is past the reservation cut-off and completely sold out, the Tampa Airport Marriott may still be able to accommodate guests at the host hotel. For reservation information, please contact Robin Schlesinger with your arrival and departure date and she will work with you and the hotel on room reservations. 

Closest Airport
The Tampa Airport Marriott is located inside the Tampa International Airport, just minutes away from all terminals.


NAPEO would like to thank the following sponsors whose generous support will help make the 201​7 Risk Management Workshop possible: 

Event Sponsors:


Libertate Logo
netwise logo_300dpi_4x2


 Risk Transfer 2015

Slavic401k–Final Logo-Primary


Wi-Fi Sponsor:

Slavic401k–Final Logo-Primary

Networking Reception:



 Registration Desk:                                          Conference Bags:



Hotel Keycards:


Barrow Group logo


netwise logo_300dpi_4x2

Continental Breakfast & Networking Breaks:

                    AmTrust Underwriters

                         stonehenge logo


PEO Primer:                                                   PEO University:

Slavic401k–Final Logo-Primary                                     



Slavic401k–Final Logo-Primary


Conference Pens:

BKS Beyond Insight Vertical


Questions about the the event?
Contact Robin Schlesinger, (703) 739-8176.​

Questions about room reservations?
Contact Marisela Guzman, (703) 739-8168.

Interested in exhibits or sponsorships?
Please contact Nancy Benoudiz, (703) 739-8169.