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Risk Management Workshop

Risk Management Workshop

2023 Risk Management Workshop
April 18-19
Omni Charlotte Hotel
Charlotte, NC
Register Now

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. 

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

Tuesday, April 18, 2023  
9:00am - 1:00pm PEO University
 (separate registration and fee to attend, includes light breakfast & lunch)
 Sponsored by BLR, G-P (Globalization Partners), isolved Network, Libertate Insurance LLC, and Slavic401k
12:30pm - 5:00pm Registration Open
 Registration Desk sponsored by Fisher Phillips
1:30pm - 2:45pm Opening General Session - Risk in the Re-Ordered Economy
 John Slavic, CEO & President, Slavic401k
 Sponsored by Aon, and G-P (Globalization Partners)
2:45pm - 3:45pm

The Ever-Blurring Lines of Alternate Employment - EOR is not PEO
Moderator: John Polson; Panelists: Ted Kazaglis, Office Managing Principal, Jackson Lewis P.C.; Paul Hughes, Principal, Libertate Insurance, LLC; Blake Souers, Director of Program Development, SUNZ Insurance Company
3:45pm - 4:15pm Networking Break
 Sponsored by Ameritas, Barrow Group, isolved Network, Safeguard Global, and SUNZ Insurance Company

4:15pm - 5:15pm




Economic Downturns  & Disasters: What Can the Past Teach Us?
Panelists: Torben Madson, ESQ., Partner, The PEO Law Firm, LLC; Abram Finkelstein, President, Stafflink Outsourcing, LLC- A Prestige PEO Company; Johnathan Taylor, Chief Financial Officer, LandrumHR;  David Lawrence, President, Delta Administrative Services

6:30pm - 9:30pm Evening Event- TopGolf
 Sponsored by Aon, G-P (Globalization Partners), PrismHR, Slavic401k, and U.S. Risk, LLC
Wednesday, April 19, 2023  
8:00am - 1:30pm Registration Open
 Registration Desk sponsored by Fisher Phillips
8:00am - 8:30am Networking Breakfast and Roundtables
 Sponsored by Gallagher | Formerly Stonehenge Insurance Solutions & Risk Transfer, a Gallagher Company

8:30am - 9:20am


The Evolving Role of the PEO Risk Manager
David Carothers, Partner, AON; Hank Johnson, Director of Risk Management & Compliance, Nextep, inc.; Michael Davis, Chief Risk Officer, Emplicity; Wade Latham, Sr VP of Risk Management, CoAdvantage

9:20am - 10:10am



EPLI Exposure and Ways to Manage
Jennifer Robinson, President, Risk Transfer, A Gallagher Company, Bruce McCreadie, President & CEO, American PEO Insurers

10:10am - 10:30am Networking Break
 Sponsored by Artex Risk Solutions, Inc, Key Risk (a Berkley Company), Mercer Health & Benefits, LLC, and UnitedHealthcare  

10:30am - 11:20am


Building Your Ideal Risk Management Dashboard
Frank Huang, Managing Director and Consulting Actuary, Merlinos & Associates; Liz Boulware, Lead Underwriter, ADP TotalSource Inc.; Tim Kinnear, President, Resourcing Edge, Inc.; Julie Cirillo, Chief Risk Officer, Engage PEO

11:20am-12:10pm Demystifying the Cyber Insurance Application and Policy Terms
12:15pm - 1:00pm Networking Lunch
 Sponsored by Aon, G-P (Globalization Partners), and Slavic401k 

Questions about the Risk Management Workshop?
Contact Robin Schlesinger, Vice President, Events & Member Services,

Interested in sponsorships for this or other NAPEO programs?
Contact Nancy Benoudiz, Director, Membership Development, at or (703) 739-8169.

Thank You to our 2023 Risk Management Workshop Sponsors



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PrismHR-Logos_HEX__Color (1)US Risk LLC




gallagher 200x60Risk Transfer 150x110




Ameritas_200Artex_Logo (1)barrow 200x46
fp 112x140isolved_200KeyRisk_200
mercer 200x40Safeguard 200SUNZ_150
united healthcare 200x45

PEO University Sponsors

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Libertate logo_cropped50Slavic401k