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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, rschlesinger@napeo.org

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


Thank You to our 2023 Risk Management Workshop Sponsors

 

Title

aon_cropped gp 200x90Slavic401k

 

 

Partners

PrismHR-Logos_HEX__Color (1)US Risk LLC

 

 

Supporters

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Friends

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fp 112x140isolved_200KeyRisk_200
   
mercer 200x40Safeguard 200SUNZ_150
   
united healthcare 200x45


PEO University Sponsors

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Libertate logo_cropped50Slavic401k