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Wednesday, March 29, 2023 (2:00- 3:00pm EST)
On Wednesday, March 29, at 2:00 p.m. EST, join John Polson and Sheldon Blumling with Fisher Phillips as they discuss the recent liquidity issues created by the Silicon Valley Bank closure, and those that followed, led to a mad scramble. Hundreds of millions of dollars in payroll hung in the balance for PEOs and their customers. Fortunately, SVB and other closures did not result in a lengthy disruption. Now what? Funding disruptions come in many shapes and sizes. Banking is just one example. Even in normal times, customers might not have funds for payroll because they have their own liquidity issues related to investor delays or a customer might just be circling the drain financially. If the recent banking kerfuffle is a sign of things to come, there will be more client funding disruptions than we have seen in recent years. Preparing for client liquidity issues is imperative to limit PEO exposure.
This webinar will discuss PEO strategies for responding to client payment delays, regardless of the cause. It will also cover related challenges that arise in times of financial volatility, including customer downsizings, compensation reductions, and furloughs.
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Wednesday, April 12, 2023 (1:00 PM-5:00 PM)
Salem, OR
Join NAPEO's OR/WA/AK Leadership Council for a meeting at the Salem Convention Center in Portland, Oregon on April 12. The meeting will be from 3:00-6:00 pm with a networking dinner starting at 6:00 pm. Stay tuned for more details - and register now to save your seat! Space is limited and available on a first-come first-served basis.
All cancellations, additions, and changes must be submitted to NAPEO in writing. Refunds will be only issued for cancellations made prior to April 5, 2023. A $25 processing fee will apply to all cancellations to cover administrative and event preparatory costs.
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Friday, April 14, 2023
For many smaller and medium sized companies, the finance organization is either very basic or non-existent. For many business owners, finance is largely outsourced to a bookkeeper, a tax preparation firm, and the bank. In our years of working with PEO’s, Payroll Funding Company has seen the consequences of a lack of attention to the financial management.
Notably, the PEO is in a unique position to help their clients (at little to no cost to the PEO!) better manage some
critical finance issues that will make both the client and the PEO better off. This presentation will offer perspective on a couple of key issues that PEO’s can be prepared to help their clients handle. The ultimate hope is that a modest improvement in the support of finance will have meaningful long-term impacts that help the client AND the PEO successfully grow over time, all while strengthening the relationship PEO’s have with their clients.
Speaker: Brian C. Schartz, CFA, Chief Credit Officer, Payroll Funding Company
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Tuesday, April 18, 2023 - Wednesday, April 19, 2023
Charlotte, NC
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 can expect to learn from risk management experts, get tips from leaders in the industry, and take home ideas they can employ back in the office right away, helping to improve their risk management practices.
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
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Thursday, May 11, 2023 (1:30 PM-5:30 PM)
Louisville, KY
Join NAPEO's Mid- Atlantic Leadership Council Forum at Angel's Envy Distillery from 1:30 pm - 4:30 pm on May 11th. Following the meeting, be sure to stick around to enjoy a tour, tasting, and networking reception from 4:30pm - 5:30pm. You won't want to miss this event! Please visit the LCF event page for the latest schedule and details!
All cancellations, additions, and changes must be submitted to NAPEO in writing. Refunds will be only issued for cancellations made prior to May 4, 2023. A $25 processing fee will apply to all cancellations to cover administrative and event preparatory costs.
Learn more about this event.
Thursday, June 1, 2:00pm - 4:00pm EST
Join us on Thursday, June 1 from 2:00pm - 4:00pm for the Mid-West Virtual Leadership Council Forum. There will be state and federal updates. Please bring any questions or discussion points to share with your colleagues and friends. We look forward to seeing you there!
Please visit the LCF event page for the latest schedule and details!
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Tuesday, June 6, 2023 (1:30 PM-6:30 PM)
Boston, MA
Join NAPEO's New England Leadership Council Forum at the UMASS Club in Boston, MA from 1:30 pm - 5:30 pm on Tuesday, June 6. Following the meeting, be sure to stick around to enjoy a networking reception from 5:30pm - 6:30pm. You won't want to miss this event! Please visit the LCF event page for the latest schedule and details!
All cancellations, additions, and changes must be submitted to NAPEO in writing. Refunds will be only issued for cancellations made prior to May 30, 2023. A $25 processing fee will apply to all cancellations to cover administrative and event preparatory costs.
Learn more about this event.
Tuesday, July 11, 2023- 1:30PM- 7:30PM
Atlanta, GA
Join NAPEO's Georgia Leadership Council Forum on Tuesday, July 11, 2023 at The Whitley, Atlanta Buckhead from 1:30 - 5:00 pm. A networking dinner will be held following the meeting.
The optional networking dinner is 5:30pm - 7:30pm and is an additional fee. Location is TBD
Registration Fees:
LCF and dinner: $250.00
LCF Meeting only: $100.00
All cancellations, additions, and changes must be submitted to NAPEO in writing. Refunds will be only issued for cancellations made prior to July 4, 2023. A $25 processing fee will apply to all cancellations to cover administrative and event preparatory costs.
Learn more about this event.
Wednesday, August 9, 2023 (1:30 PM-5:30 PM)
Overland Park, KS
Join NAPEO's Heartlands Leadership Council Forum at the Marriott Kansas City Overland Park from 1:30 pm - 5:30 pm on August 9, 2023. Following the meeting, be sure to stick around to enjoy socializing at the networking reception. You won't want to miss this event! Please visit the LCF event page for the latest schedule and details!
All cancellations, additions, and changes must be submitted to NAPEO in writing. Refunds will be only issued for cancellations made prior to August 2, 2023. A $25 processing fee will apply to all cancellations to cover administrative and event preparatory costs.
Learn more about this event.
Tuesday, September 12, 2023 (1:00 PM-5:00 PM)
Denver, CO
Join NAPEO's Colorado Leadership Council Forum and Join NAPEO's Colorado Leadership Council Forum at the Westin Denver Downtown from 1:30 pm - 4:30 pm on September 12, 2023. Following the meeting, be sure to stick around to enjoy socializing at the networking reception. You won't want to miss this event! Please visit the LCF event page for the latest schedule and details!
All cancellations, additions, and changes must be submitted to NAPEO in writing. Refunds will be only issued for cancellations made prior to September 5, 2023. A $25 processing fee will apply to all cancellations to cover administrative and event preparatory costs.
Learn more about this event.
Thursday, August 11, 2022 (5:00-8:00pm CST)
Oklahoma City, OK
Join NAPEO's Oklahoma Leadership Council Forum and Networking Dinner at Mahogany Prime Steakhouse from 6:00 pm - 9:00 pm CT on Tuesday, October 24. Please visit the LCF event page for the latest schedule and details.
All cancellations, additions, and changes must be submitted to NAPEO in writing. Refunds will be only issued for cancellations made prior to October 17, 2023. A $25 processing fee will apply to all cancellations to cover administrative and event preparatory costs.
Learn more about this event.
Wednesday, November 1, 2023 - Thursday, November 2, 2023
Austin, TX
On November 1 - November 2 join NAPEO's Texas Leadership Council in Austin for a two-day meeting at The JW Marriott Austin. The registration fee to attend is $250 which includes dinner on Wednesday, November 1.
A detailed agenda information will be posted soon.
All cancellations, additions, and changes must be submitted to NAPEO in writing. Refunds will only be issued for cancellations made prior to October 25, 2023. A $25 processing fee will apply to all cancellations to cover administrative and event preparatory costs.
Learn more about this event.
Tuesday, November 14, 2023 (1:30 PM-6:30 PM)
Columbus, OH
Join NAPEO's Ohio Leadership Council Forum at the Westin Great Southern Columbus from 1:30 pm - 5:30 pm on Tuesday, November 14th, 2023.
Following the meeting, be sure to stick around to enjoy a networking reception from 5:30pm - 6:30pm. You won't want to miss this event! Please visit the LCF event page for the latest schedule and details!
All cancellations, additions, and changes must be submitted to NAPEO in writing. Refunds will be only issued for cancellations made prior to November 7, 2023. A $25 processing fee will apply to all cancellations to cover administrative and event preparatory costs
Learn more about this event.