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Risk Management Workshop

Risk Management Workshop

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. 

The 2021 workshop, held virtually, offered relevant, timely and valuable educational programming. Attendees heard from risk management experts, got tips from leaders in the industry, and were able to take home ideas they are employing back in the office now, helping they to improve their risk management practices.

NEW for 2021 This year, NAPEO Gives Back had a presence at the Risk Management Workshop.  We hosted a virtual concert with musical guest and NAPEO service partner Ken Jewel who closed out the first night. This concert benefited Rocks the Cure, which was founded by Ken and is a non-profit organization that uses entertainment and music to raise money for pediatric cancer research. Rocks the Cure also helps the patients and families who have been affected by this terrible disease. It was a great event that helped support a great cause

Please check back for more information on the 2022 Risk Management Workshop to be held in February or March of 2022.

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 from the 2021 Virtual Risk Management Workshop

Tuesday, March 9, 2021
1:00pm – 1:30pm ET Conference Opening with Pat Cleary

1:30pm – 2:30pm ET



Opening General Session – The Current Business Landscape
in the US & Post-COVID
Tom Sullivan, Vice President, Small Business Policy, U.S. Chamber of Commerce
Sponsored by Slavic401k

2:35pm – 3:30pm ET



Tools to Develop an Effective Return-to-Work Program &
A Risk Management COVID-19 Update
Sponsored by isolved Network
Michael Davis, CEO - Managing Member, UniqueHR
Ann Kensy, Manager Workers' Compensation, Oasis, A Paychex Company
Brian M. Nugent, Esq., Partner, Akerman, LLP
Moderator: Jeffrey Rendel, Area Vice President, Stonehenge Insurance Solutions, A Gallagher Company

3:30pm – 3:45pm ET


Networking Break
Sponsored by Barrow Group, LLC and SUNZ Insurance Company

3:45pm – 4:45pm ET



Cybersecurity & Your PEO
Sponsored by isolved Network
Jennifer G. Bolling, CCIC, Cyber Liability Practice / Management Liability Practice, Gallagher
Jeffrey J. Julig, CISSP, CEH, GIAC-GLEG, SVP, Chief Information Security Officer (CISO), SWBC
Joseph Lazzarotti, Esq., Principal, Jackson Lewis P.C.
Moderator: j
effrey Rendel, Area Vice President, Stonehenge Insurance Solutions, A Gallagher Company

5:00 – 6:00pm ET



NAPEO Gives Back Benefitting Rocks the Cure
A concert featuring NAPEO Service Partner Ken Jewell
Sponsored by BlueStar Retirement Services, Inc., and Stonehenge Insurance Solutions, A Gallagher Company

Wednesday, March 10, 2021

12:00pm – 1:00pm ET



Professional Lines - EPLI, E&O/Cyber, D&O, and Fiduciary
Sponsored by Slavic401k
Speakers: John M. Polson, Esq., Partner, Fisher Phillips
Andy Ramzel, Vice President, Property & Casualty Services, Insperity, Inc.
Jennifer Robinson, SVP/Partner, Risk Transfer Insurance Agency,LLC

1:15pm – 2:00pm ET













Lunch & Learn Sessions
Sponsored by Fisher Phillips, PrismHR, Slavic401k, and Stonehenge Insurance Solutions, A Gallagher Company 

Fisher Phillips - What Will They Think of Next? We all expect many changes and challenges coming out of Washington, D.C., and not just COVID related.  As risk managers, what should you be watching?  How do you prepare?  Can you prepare?  What keeps you up at night? This session will be an interactive discussion of what might be coming your way from Congress and the Federal regulators. Presenters: John Polson, Sheldon Blumling and Linda Gulledge

PrismHR - Understanding the Power of AI for PEO Work Comp Claims: A Brief Overview& Case Studies in Artificial Intelligence & Machine Learning. Gradient AI will provide an overview of common AI terms and technologies, the impact AI/ML is having in WC Claims and specific case studies on PEO Comp Claims impact. Presenters: Naimish Patel and Chase Pettus, AI / ML Predictive Analytics, Gradient AI

Slavic401k - The Emergence of the PEP as a Competitor to the MEP. Join this discussion on competitive market issues and legal components of the PEP structure, contrasting to the MEP. Presenters: John Slavic and Farrah Fielder

Stonehenge Insurance Solutions, A Gallagher Company - Workers’ Compensation Carve Out Policies – Coverage Challenges and Gap. Presenter: Linda Jaqua

2:05pm – 3:05pm ET



Fraud & Your PEO – How to Protect Yourself
Sponsored by Slavic401k
Speakers: James W. Bell, III, Executive Vice President, Abel HR, Inc.
Hank Johnson, Director of Risk Management, Nextep, Inc.
Bruce McCreadie, President & CEO, American PEO Insurers

3:05pm - 3:20pm


Networking Break
Sponsored by Milliman and U.S. Risk, LLC 


3:25pm – 4:25pm ET




Business Continuity – How to Plan for Your PEO 
Sponsored by Slavic401k
Speakers: Joe Raymond, Managing Partner, RVR Consulting Group
Amy Strong, VP Tax & ACA, ADP

4:30pm – 5:30pm ET















Sponsored by Aon and Libertate Insurance LLC 

  • COVID COBRA Extensions and Other Health & Welfare Insurance Issues

    Sheldon J. Blumling, Esq., Partner, Fisher Phillips

  • Cybersecurity

    Jennifer G. Bolling, CCIC, Cyber Liability Practice / Management Liability Practice, Gallagher

  • Florida Gap in Coverage and Workers’ Compensation Carve-Out Solutions

    Paul Hughes, CEO, Libertate Insurance, LLC and Sharlie Reynolds, Executive Vice President, Libertate Insurance, LLC
    Moderator: Torben S. Madson, III, Esq. Partner, The PEO Law Firm, LLC

  • Managing your Workers’ Comp Risk Through the New Challenges of 2020-21

    Ted Crawford, Chief Executive Officer, Resourcing Edge, Inc.
    John Harman, SVP PEO Solutions, Aon

  • Safety in a Covid World
    Chris J. Sullivan, Director of Risk Management, SUNZ Insurance Company

  • Vaccinations & Return to Work

    Gordon M. Berger, Esq., Partner, FisherBroyles


Pricing for the Virtual Risk Management Workshop included access to the virtual platform that included all presentations and the NAPEO Gives Back/Rocks the Cure reception. handouts, attendee list and access to platform that included recorded sessions of the program for 30 days after event, and for those that registered by February 23 - an awesome conference swag box. $25 of each registration fee was donated directly from NAPEO Gives Back to Rocks the Cure.
NAPEO Members: $249
Non-Members: $499

Questions about the conference or future Risk Management Workshops?

Contact Robin Schlesinger, VP, Events & Education, at or (703) 739-8176.

Interested in sponsorships for this or other NAPEO programs?
Contact Nancy Benoudiz, Director of Service Partner Accounts, at or (703) 739-8169.

Thank You to the Generous 2021 Risk Management Workshop Sponsors

Industry Champion




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