7/7/20: Addressing Diversity and Inclusion Issues in the Workplace (Recording)
7/7/20: Addressing Diversity and Inclusion Issues in the Workplace (PowerPoint)

NAPEO & FAPEO Webinar Series: Immigration and I-9 Update - 7.17.23 (recording, slides)

NAPEO & FAPEO Webinar: Florida's New Employment Verification System: Key Insights and Unanswered Questions - 7.13.23 (recording, slides)

Tracking Trends and Preparing for Litigation: The Future of Employment Litigation for PEOs - 4.13.23 (recording)

Preparing for Payroll Funding Volatility - 3.29.23 (recording, slides)

IRS update on the Payroll Tax Deferral, The CPEO program, and the ERTC - 3.7.23 (recording)

SECURE 2.0 - Implications for PEO retirement plans (recording, slides)

Paid Family Leave - 12.16.22 (recording, slides)

Post Election Overview - 11.10.22 (recording)

New Broker Disclosure Requirements - 2.8.22 (recording, slides)

Buyer Beware: Overview of Legality/Risks Associated with Certain “Wellness” Tax Shelters - 12.2.21 (recording, slides)

CPEO Conversation with IRS Officials - 8.25.21 (recording)

DOL Audit Series Part 2: ERISA class action litigation of PEO-sponsored plans - 7.20.21 (recording, slides)

DOL Audit Series Part 1: DOL audit and enforcement of PEO-sponsored plans - 7.13.21 (recording, slides)

Avoiding ERISA Pitfalls: Understanding what expenses can (and cannot!) be charged to your PEO-sponsored plans is now available - 3.13.19 (recording, slides)

NAPEO's Market Research on Trusted Advisors: What We've Learned (slides and recording)

NAPEO's 2023 Key Insights from Our Survey of 500 Business Owners (slides and recording)

NAPEO's 2022 October PEO Marketing Push (slides and recording)

2022 Focus Group Findings, 9.27.22 (slides and recording)

Leveraging Earned Media Opportunities to Cut Through Clutter in the Digital Age, 6.21.22 (slides and recording) 

2021 Market Research Report, 2.15.22 (slides and recording)

Analysis of September 2021 White Paper On How PEO Clients Fared During COVID-19 (recording)

The PEO Industry Footprint - An Analysis of NAPEO's New White Paper - 5/4/21 (Recording)
The PEO Industry Footprint - An Analysis of NAPEO's New White Paper - 5/4/21 (Slides)

NAPEO's New Market Research: Key Insights from Our Survey of 500 Business Owners - 2/10/21 (Recording)
NAPEO's New Market Research: Key Insights from Our Survey of 500 Business Owners - 2/10/21 (Slides)

Behind the Numbers: NAPEO's New Survey of Business Owners - 2/11/20 (recording)

Behind the Numbers: NAPEO's New Survey of Business Owners - 2/11/20 (PowerPoint) 

The ROI of Using a PEO - An Analysis of NAPEO's New White Paper (recording)

The ROI of Using a PEO - An Analysis of NAPEO's New White Paper (PowerPoint)

NAPEO's 2019 Market Research (recording)

NAPEO's 2019 Market Research (PowerPoint)

NAPEO's 2019 October Marketing Push (recording)
NAPEO 2019 Marketplace Webinar (recording)

NAPEO 2019 Marketplace Webinar (PowerPoint)

Increasing Sales with LinkedIn (recording)

Making the Most of NAPEO's Market Research Project:  How to Prepare for Effective Meetings with Advisors (recording)

Making the Most of NAPEO's Market Research Project:  How to Prepare for Effective Meetings with Advisors (PowerPoint)

Making the Most of NAPEO's Market Research Project:  Creating Endless Referrals (recording)

Making the Most of NAPEO's Market Research Project:  Creating Endless Referrals (PowerPoint) 

Making the Most of NAPEO's Market Research Project:  Increase Sales by Listening to What Business Owners Told Researchers (recording) 

Making the Most of NAPEO's Market Research Project:  Increase Sales by Listening to What Business Owners Told Researchers (PowerPoint)

An In-Depth Look at NAPEO's New Market Research (recording)

An In-Depth Look at NAPEO's New Market Research (PowerPoint) 

Do You Want to Grow or Go? Raising Capital for the Growth of Your PEO (recording)

Do You Want to Grow or Go? Raising Capital for the Growth of Your PEO (PowerPoint)

Sales with Clay Kelley: 25 Lessons Learned in 25 Years of Leading Sales Teams, July 18, 2017 (recording)

Sales with Clay Kelley: 25 Lessons Learned in 25 Years of Leading Sales Teams, July 18, 2017 (PowerPoint)

Buying and Selling a PEO, March 22, 2016 (recording)

Buying and Selling a PEO, March 22, 2016 (PowerPoint)

8.23.23 NextGen Summer Webinar Series: Goal-Getter: Ways to Unleash Your Potential and Achieve Success, Presented by Espyr (recording, slides)

8.8.23 NextGen Summer Webinar Series: AI, LLM & Machine Learning: The Pros & Cons for Businesses, Presented by isolved Network (recording, slides)

Health Reimbursement Arrangements and PEOs: What the Latest HRA Rule Means for the Industry (recording)

Health Reimbursement Arrangements and PEOs: What the Latest HRA Rule Means for the Industry (PowerPoint)

Enforcement/Audit of PEO-sponsored Health Plans (PowerPoint)

The Final Association Health Plan Rule:  What's In It and How it May Impact the PEO Industry (recording)

The Final Association Health Plan Rule:  What's In It and How it May Impact the PEO Industry (PowerPoint)

Association Health Plan Rule – What It Is and What It Means for the PEO Industry (recording)

Association Health Plan Rule – What It Is and What It Means for the PEO Industry (PowerPoint)

IRS Enforcement of Employer Mandate – What PEOs and 
Their Clients Need to Know (recording)

IRS Enforcement of Employer Mandate – What PEOs and 
Their Clients Need to Know (PowerPoint)

Stump the Wizards on the ACA, January 28, 2016

Notice 2015-87, April 5, 2016 (recording)

Notice 2015-87, April 5, 2016 (PowerPoint)

Preparing for HIPAA Audits, July 26, 2016

EEOC's Rule on Wellness Programs under the ADA, August 30, 2016

 

Cybersecurity Webinar Series: Managing Your Cybersecurity Defense Plan, Part I (Slides, Recording)
Cybersecurity Webinar Series: Managing Your Cybersecurity Defense Plan, Part II (Slides, Recording)
Cybersecurity Webinar Series: Crisis Management: Who, What, When and Where? (Slides, Recording)
Cybersecurity Webinar Series: Vendor Management: Tools and Tactics (Slides, Recording)

Payroll Issues During a Cybersecurity Incident - 5/3/21 (Recording)

Crisis Communications and Planning for a Cyber Event - 4/26/21 (Recording)
Crisis Communications and Planning for a Cyber Event - 4/26/21 (Slides)

Cybersecurity: Legal Issues - 4/19/21 (Recording)

Cybersecurity Insurance: Are You Covered? - 4/12/21 (Recording)

Business Continuity Planning for a Cyber Event - 4/5/21 (Recording)
Business Continuity Planning for a Cyber Event - 4/5/21 (Slides)

Cybersecurity 101: What You Need to Know - 3/29/21 (Recording)
Cybersecurity 101: What You Need to Know - 3/29/21 (Slides)

Session 1: California and Other Pain in the Neck States

• Recording
  
• Presentation 

Session 2: The Co-Employment Contract: A Refresher for PEO Sales & Operations Professionals

• Recording
• Presentation

Session 3: Cybersecurity/Assessing Your IT System Risk

• Recording
  
• Presentation 

Session 4: Social Media Strategies for PEOs

• Recording
  
• Presentation 

Session 5: Understanding the Power of Data: An Overview & Case Studies in Artificial Intelligence & Machine Learning for PEO

• Recording
  
• Presentation

Session 5: Planning for Next Year: Measuring True Client Profitability

• Recording
  
• Presentation

The Role of the PEO Risk Manager (March 16, 2022).

• Recording
• Slides

Cybercrime is at an all-time high and hackers are targeting small and medium-sized businesses. Just one incident can have a significant impact on PEOs and their clients, potentially forcing your clients to close their doors. Some of the most prevalent cybercrimes happening today - like Paycheck Protection Program and unemployment claims fraud - come from stolen identities, phishing schemes, and ransomware attacks. Employees can be a company’s biggest liability, but they can also be the most effective front-line defender. Left unprotected, their digital footprint presents significant risk. This session talked about some of the most common types of cybercrimes that you and your clients face today and how to protect against these threats. They also discussed how educating employees and creating a culture of “personal digital wellness” helps protect both your clients and worksite employees. View the recording to catch yourself up. 

How can you assist your clients when they have an employee who wants to make an international move to be near family? Organizations are assessing how to diversify their talent and revenue streams in regions around the world.  What advice can you give them? What are some of the challenges they’ll face in specific regions when wanting to set -up payroll in countries where they do not have an entity set up? What new and innovative ways to onboard talent can help them be more efficient and effective? In this session, Leah Cowperthwaite, Global Growth Manager, discussed: The top challenges your clients can face when hiring internationally for the first time. What does growth look like right now for your clients? What global payroll challenges exist?  How can you help? Contractor Risk. What does an Employer of Record do? View the recoding to catch up.

As research continues to uncover the impact that financial stress has on employees, broadening the scope of employee total wellbeing to include financial wellness programs, in addition to the traditional physical and mental wellness programs, is a necessity. And with cybercrime rates reaching new highs – impacting the financial wellbeing of your clients and worksite employees alike – it is now more important than ever for PEOs to offer digital wellness benefits to complement financial wellness tools and help employees protect what they have worked so hard for. On Friday, July 16, David Seifert from Aura and Chris Moran from SAVVI Financial discussed how you can give them the tools to help employees be smart about their financial and benefit decisions, and the latest tools you can offer employees to protect those decisions. View the recording to catch up.

Beyond federal, state, county and city poster requirements are countless other posting compliance dictates that can land a business in trouble if overlooked. Mandatory employee notifications and handouts, foreign-language requirements, and online postings for employees and applicants are just some of the ever-changing challenges your clients face. With a finger on the pulse of more than 22,000 government agencies (every jurisdiction in the U.S.), the Poster Guard® compliance experts are well-positioned to share their insights regarding often overlooked gaps in labor law protection. This fast-paced session explained the types of mandatory handouts, detailed some of the many changes that have occurred so far in 2021, recapped locations with specific language requirements, reviewed potential penalties for noncompliance, and offered affordable solutions to guarantee complete posting compliance.   View the recording to catch yourself up. 

The PEO model delivers a strong value proposition to small and medium-sized businesses. For example, if a PEO offers a 401(k) plan, prospects are three times more likely to go to a PEO than if they don’t. What’s more, they are more likely to stay with the PEO if they have a 401(k) plan as a part of their benefits package. Yet few PEO organizations have utilized the 401(k) effectively while marketing their services to SMBs, missing out on the growth opportunity.

This will ultimately help PEO leaders identify areas of opportunity within their organization - laying the foundation for a significant competitive advantage and improved business outcomes. This session is only open to PEO members. 

Recording

 

On November 5, Swipeclock presented on scheduling challenges in the era of hybrid work. The session covered: 

• Why PEOs should consider adding advanced scheduling tools to their offering.
• Best practices for time tracking and scheduling in hybrid work environments   Tips on tools and processes for building confidence for on-premise teams Predictive scheduling and other regulations that affect your customers.
• Common scheduling challenges in health care, hospitality and manufacturing including labor forecasting, managing overtime, schedule preferences and shift swaps.

You can view the recording here and the slides here.

In today’s market, with the financial impact of COVID ongoing, businesses are still trying to survive and thrive with recovery and growth being the primary objective for many. PEOs need to view current and new client risk in fresh ways. This webinar will provide PEOs with business and financial insights useful for assessing the risk for retaining current and prospective clients. Our insights will break down key elements that should be examined for risk in different ways specifically including:

• Major reasons why PEOs lost clients due to COVID
• Major reasons why PEO clients grew during COVID
• Traditional Risk Management vs Financial Risk Assessment
• Surviving Clients Condition Post COVID – how do they begin to thrive
• Challenges and impediments for PEO client growth
• Financial condition past and Future
• Tracking Client Health Progress – Quarterly Check

Slides
Recording

January 21, 2022. 

Recording

The adoption of virtual care increased exponentially during COVID offering employers new ways to provide healthcare benefits to employees. The rapid adoption has proven that virtual care is here to stay, however, it is quickly evolving beyond traditional primary and urgent care solutions. What’s next in virtual care?

Join Summus Global to learn about the shifting landscape of virtual care to virtual specialty care—which targets the broad swath of healthcare where all of the cost and complexity live. 

Recording
Slides

During this round table discussion, our panel of Cybersecurity experts featuring isolved Chief Information Officer, Todd Atwood; isolved Chief Information Security Officer, Tom Watson; Brian N. Cyprian, Supervisory Special Agent for the FBI; Chris Furtick, Director, Incident Response and Planning for Fortalice Solutions; and, Evan Taylor, Senior Vice President and Risk Consultant for NFP answer questions on topics such as Ransomware, Cyber Insurance, Tools & Technologies, Best Practices and more.

As we all know, this topic is not going away any time soon; in fact, the threat continues to increase and arming ourselves with as much information as possible to help mitigate the chance of falling victim to an attack is critical. 

Recording
Presentation 

This session focuses on analyzing PEO client (new and existing) financial fitness, also referred to as financial risk management. Can PEOs assess and understand their clients' past, current, and future financial fitness relative to the products and services provided within their markets to measure and mitigate their financial risk? Learn how to assess and help a client’s financial fitness in a simple but effective way.

Recording

Slides

Recording

Slides

Absent location constraints, companies can now hire highly skilled, cost-effective talent across regional talent hubs. In parallel, the prevalence of remote work is pushing countries around the world to produce the best available talent, to fill the gaps of projected skill shortages and cater to the demand of global industries. Local market talent shortages can be easily solved with international hires, provided you have the right partner guiding you through the international recruitment, onboarding and retention process. Ready to debunk the talent shortage myth?

Recording

Slides

More often that not, the number one thing that can cause issues in a claim is lack of communication. Whether it is better communication between the carrier and employer up front in an investigation, more explanation to the injured worker about what to expect during the work comp process, or the employer communicating with the employee throughout the process, proactive communication is key for success. During this webinar we will go into detail surrounding the importance of communication throughout the life of the claim, what each party can do to be better involved and collaborate, all with the goal of quicker return to work and a solid outcome. We will outline simple best practices that PEO’s and their client companies can utilize to streamline their work comp process and keep everyone engaged throughout the process. We will also discuss how these best practices can affect the overall underwriting process and attractiveness of a PEO.

Recording

Slides

With one in five adults experiencing these challenges, it’s important to understand the physical, social and financial impact on individuals and the workplace.  That’s why Guardian has partnered with Spring Health to bring personalized mental wellness benefits to all employees and their families. 

Recording

Slides

The role of technologies such as AI and IoT are evolving fast, and nowhere faster than in the world of HR. During this session, we will explore how AI can help create a better, more diverse workplace, and how IoT and natural language processing can unshackle HR teams from the day-to-day tasks by empowering employees to take control.

Recording

Slides

An important emerging theme in the reordering of the economy will be the reshoring of industries back to the United States. Join John Slavic and special guest Pam Evette, Lieutenant Governor of South Carolina, on Friday, October 7th at 12pm EST to discuss the reshoring process in South Carolina and the opportunities that PEOs have with Tier 1, Tier 2, and Tier 3 suppliers. This fundamental change is underway. Tune in to learn how to stay ahead of the curve.

 

Recording

Slides

Today's PEO is managing an increasingly challenging workforce for their clients. Fluid work arrangements such as hybrid, remote, and gig workers, along with talent shortages, scheduling complications, rising costs and increasingly complex labor regulations all put a strain on small business clients, and their PEO.

Recording

Slides

Professional employer organizations offer a broad suite of services to their customers that frequently extend into multiple domains that include HR, benefits & payroll; safety & risk and regulatory compliance; financial security and retirement vehicles; among other areas. As such, PEOs are well positioned to help accelerate numerous health equity initiatives across their diverse service areas.

This presentation will focus on health equity as it relates primarily to health and benefits plans covered by ERISA—but will also touch briefly on how social determinants can be impacted through other service areas provided by the PEO. This may be as simple as giving thoughtful consideration to the structure of an STD benefit or elimination period; or offering an optional socially responsible investment vehicle.

Recording

Slides

You have surely heard about the new SECURE 2.0 legislation that was included in the omnibus spending legislation enacted at the end of 2022.  SECURE 2.0 contains almost 100 provisions impacting the employment-based retirement savings plans.  In this webinar, we will cover the provisions of SECURE 2.0 that impact PEOs and their 401(k) plans and provide insight into which provisions are important to focus on first.  Interested in learning more about the new enhanced business tax credit your clients may be able to claim if they start-up a plan?  Interested in hearing how the new automatic enrollment mandate impacts multiple employer plans?  Interested in hearing about the provisions you will need to implement in your plan that require payroll solutions?  This webinar is for you.

Recording

Slides

Recording

Slides

Recording 

Slides

One of the most important aspects of a workers compensation claim is early return to work. Setting the expectation with the injured worker early and often about returning to work, as well as promoting a culture of proactive return to work options is paramount.

During this webinar we will go into detail surrounding the importance of returning to work as quickly as possible, what each party can do to be better involved and collaborate, all with the goal of a more engaged employee and solid outcome. We will outline simple best practices that PEO’s and their client companies can utilize to enhance their return-to-work program and keep everyone engaged throughout the process. We will also discuss how these best practices can affect the overall underwriting process and attractiveness of a PEO.

Recording

Slides

This town hall features industry experts Clay Kelley, John Ferguson of simplicityHR by ALTRES; and Colby Davis of Employer Advantage discussing how your PEO can still connect with prospects even in the midst of a pandemic. You can view the recording here and the PowerPoint here.

Employees returning to work after an historic pandemic presents many challenges. Our panel of experts walks you through everything to be aware of as you prepare for employees to return to work. You can view the recording here. 

This town hall is the second in the series that features industry experts Clay Kelley, John Ferguson of simplicityHR by ALTRES; and Colby Davis of Employer Advantage discussing how your PEO can still connect with prospects even in the midst of a pandemic. You can view the recording here and the PowerPoint here.

The COVID-19 crisis and the economic effects it has caused have created both daunting marketing challenges and exciting marketing opportunities. PEO marketing expert Ryan McInerney discussed marketing in the COVID-19 era. You can view the recording here and the PowerPoint here.

Most PEOs have had a limited number of COVID-19 claims but we all anticipate they are coming. Rumors of law offices gearing up to “educate” potential claimants are coming from all corners of the country. Moreover, the redefinition of first responder along with conclusive and/or rebuttable presumption directives ensure a great deal of uncertainly moving forward. View the recording here.

Since stay at home orders have begun lifting, business are seeing more and more Employment Practices Liability claims ranging from wrongful termination, discrimination, violations of the Medical Family Leave Act and more. View the recording here.

This town hall presented a lively discussion regarding a litany of current topics including exposures generated as a result of workers’ compensation carve out solutions provided for clients.  The panelists discussed the PEO client service agreement and necessary amendments, potential gaps or duplicity in coverage, and the NCCI/Bureau endorsements to mitigate exposure and build a barrier around your workers’ compensation program.  View the recording here and background documents shared: Endorsements Grid & Alternate Endorsements

Sponsored by Fisher Phillips & Stonehenge Insurance Company, A Gallagher Company