*Agenda subject to change
Saturday, May 20
7:00pm – 9:00pm- Cordell Hull Dinner - By special request only. If you would like to join us, please contact Ray O’Leary to reserve your spot. (firstname.lastname@example.org)
Sunday, May 21
6:00pm – 8:30pm- Welcome Reception - Enjoy some time networking, greeting old friends and making new ones at this hosted reception.
Monday, May 22
7:30am – 8:30am- Registration and Networking Breakfast
8:30am – 9:00am- Welcome, Invocation & Kick-Off
Greg Fields – PACE President and President, Charter HR
George Gersema – Conference Chairman and CEO, Employers Resource
9:00am – 10:15am- Economics, Demographics and the PEO in the Age of Acceleration
Presented by John Slavic – President and Founder Slavic401k.com
The rapidly changing economic environment provides opportunities and risks for all businesses and especially PEOs. John will examine the seven key economic issues and their influence on all US business. There will be a special look at the dynamics of a PEO in an Age of acceleration.
10:15am – 10:30am- Networking Break
10:30am – 11:45am- Transcending Obamacare: A Patient-Centered Plan for Near-Universal Coverage and Permanent Fiscal Solvency
Presented by Avik Roy – President, The Foundation for Research on Equal Opportunity
The U.S. health care system was broken before Obamacare, and remains broken today. The principal problem is that Americans don’t have control over their own health care dollars. Instead, thanks to seventy years of unwise federal policies, their health care dollars are spent for them by other people: their employers, or the government. Mr. Roy will share his vision of how we can bring market forces back to health care, in a way that will make health insurance more affordable for more employers and individuals, while putting the federal budget on a path to solvency.
11:45am – 12:00pm- Vendor in the Spotlight
12:00pm – 1:15pm- Lunch w/historical speaker
1:15pm – 2:45pm- PEO Survivability
Presented by Mike Miller – Partner, Miller, Tack & Madson
Sharon Wey – Associate, Miller, Tack & Madson
Mike and Sharon will discuss the assaults that are taking place on a state and federal level that directly impact your PEO’s day to day business operations. Plaintiffs’ attorneys, district attorneys, the Department of Labor, OSHA, National Labor Relations Board, and others all have our industry in their crosshairs. Mike and Sharon will present practical solutions to this onslaught of litigation that is aimed at our industry.
2:45pm – 3:00pm- Networking Break
3:00pm – 4:00pm- Are Hangovers from Hurricanes and Frozen Daiquiris Compensable Claims? (And, other wacky issues you never imagined you would be dealing with at work.)
Presented by Torben Madson – Partner, Miller, Tack & Madson
You survived Bourbon Street but can your head handle the regulatory hangover of the last eight years? This session will provide an interactive discussion of issues ranging from the impact of the OSHA Final Rule implementation on drug screening to changes and trends in workers’ compensation and liability claims that may have you grabbing your wallet in panic or racing back out to Bourbon Street to wash away the pain.
4:00pm- Closing and Evening on Your Own
Tuesday, May 23
8:00am – 9:00am- Networking Breakfast
9:00am – 10:45am- How PEOs Can Stand-Out, Shake off Disruptors, and Grow to Their Full Potential
Presented by Ryan McInerney – President and Lead Strategist, Tech Shepard
Ray Dile – Managing Partner, Pathway Strategies
Most PEOs struggle to grow to their full potential. For you to become the most sought after brand in your niche, create disruptor immunities, and create positive and predictable results, you must first get your sales and marketing teams aligned and focused on the right strategy.
To do that, you’ll need to follow a proven process. Ray Dile and Ryan McInerney will be presenting on how to differentiate yourself in the market and develop a disciplined approach to sales and marketing that simplifies your strategy and unlocks the full growth potential of your organization.
10:45am – 11:00am- Networking Break
11:00am – 12:00pm- Solving the Free Market Medical Demand Problem: How ERISA Self-Funded Health Plans. Create a Pull Strategy for Lowering Healthcare Costs
Presented by Sean Kelly – President, Texas Free Market Surgery
Today’s healthcare market is terribly broken; research shows that there is an inverse relationship between cost and quality. Unlocking the Power of the ERISA-Self-Funded Health Plan to direct contract with high-quality, cost-efficient Medical Providers, stimulates the growth of a competitive marketplace and the supply of Free Market Medical Providers. In markets where ERISA Self-Funded Health Plans direct contract with Free Market Medical Providers, providers respond positively by pricing transparently, improving quality, reducing prices and eliminating excess administrative complexity and costs. The result markedly improves competition thereby lowering healthcare spending. Mr. Kelley will share how the Oklahoma Miracle has developed since its inception in 2009 and the learnings. He will also outline tactics to accelerate adoption and growth of the Free Market in any region. Mr. Kelley will provide a step-by-step approach for self-funded health plans to lead this paradigm shift.
12:00pm – 1:00pm- Lunch and Elections
1:00pm – 2:00pm- Panel Discussion
ESAC (accreditation) and/or CPEO (certification) or Nothing
John Slavic – President and CEO, Slavic401k.com
Rex Eley – President and CEO, Employer Services Assurance Corp (E-S-A-C)
Greg Packer – CEO AccessPoint Human Resources
George Gersema – Conference Chairman and CEO, ERM
The great debate continues. Many PEOs believe that accreditation and/or certification provide a sense of legitimacy and legal certainty for the industry. Others believe these constructs are expensive, potentially intrusive and totally unnecessary. This panel of industry veterans will outline the pros and cons of each approach. This should produce a lively discussion and be of great interest to those who are not quite sure which way to go.
2:00pm – 3:00pm- A Live Q&A with a PEO Marketing Manager
Presented by Spencer Rule – Marketing Manager, Employers Resource
Ryan McInerney – President and Lead Strategist, Tech Shepard
During his past three years at Employers Resource, Spencer has spearheaded the application of many of the theories and frameworks that Ryan McInerney will be presenting at this year’s conference. In this session, Spencer will sit with Ryan and do a live interview to talk with him about what they’ve learned during this experience. You will hear about real challenges, insights, tactics, and tools that they’ve seen along the way. Get a raw and real peak behind their marketing curtain and come with questions you might want to ask!
3:00pm – 3:15pm- Networking Break
3:15pm – 4:00pm- Political Update
Presented by Bill Sarpalius – Former Congressman and President/CEO of Advantage Associates
The current political environment in D.C., and around the country, is electric. A non-politician, and seemingly non-ideological President Trump continues to shake things up. No telling what will happen between now and our conference, but it will no doubt be interesting. Our man on the scene, former congressman Bill Sarpalius, will give us the current inside scoop from the Capitol and a glimpse of what might be on the horizon.
4:00pm – 4:15pm- Wrap-Up – George Gersema
6:00pm – 9:30pm- Gala Dinner and Auction
Come with your friends and enjoy a wonderful evening of dinner, music, an open bar and a LIVE AUCTION. Always one of the Conference favorites, this year promises to be bigger and better than ever before. Join us for a cocktail and dinner, won’t you?
Wednesday, May 24
All day, Departures
Saturday, April 30
6:00pm – 9:00pm
By special request only, the Cordell Hull Memorial Dinner is indeed, a very special event. This year’s event will be held at Michael’s Tasting Room, one of St. Augustine’s finest eating establishments. If you would like to join us, please contact Ray O’Leary to reserve your spot.
Sunday, May 1
12:00pm – 4:00pm
Palencia Golf & Country Club
This year we will be playing at The Palencia Club, northeast Florida’s prestigious championship designed golf course and private club. This challenging Arthur Hill’s designed 7,071-yard masterpiece golf course winds through centuries-old maritime oak trees and along the Intracoastal Waterway. This will be a real treat for golfers of all skill levels.
5:00pm – 6:00pm
6:00pm – 8:00pm
A great time to relax, meet new friends and join old acquaintances at a hosted reception.
Monday, May 2
7:30am – 8:30am
Registration and Networking Breakfast
8:30am – 9:00am
Welcome, Invocation and Kick-Off
Greg Fields – PACE President and President, Charter HR
George Gersema – Conference Chairman and CEO, Employers Resource
9:00am – 10:15am
The Economy, PEO Employment Index and Future Forecasts
In today’s volatile economic environment small businesses and PEOs alike are faced with a variety of growth opportunities like never before seen in America. At the same time, wrong judgements or assumptions on growth could potentially leave the PEO far behind in the race for success. With a true understanding of the economic environment the PEO leader can make better decisions and better strategize for the future.
10:15am – 10:30am
10:30am – 12:00pm
The Latest and Greatest Labor Law Developments for PEOs and Their Clients
This presentation will focus on the most recent and important issues in the rapidly changing area of labor and employment law. It will highlight recent initiatives and decisions issued by the NLRB, EEOC and DOL that will have profound impacts on PEOs and their clients. Attorney Hament’s presentation will reflect a preventive approach to labor relations and PEO liability, providing best practices tips and guidance, and employing an interactive style.
12:00pm – 1:30pm
Lunch: St. Augustine–a Historic Perspective – Gary Sass
1:30pm – 2:45pm
Bringing Sexy Back. A Guidance on Managing Workers’ Compensation Exposure for PEOs
In today’s business environment even the most mundane of injuries can lead to protracted litigation. This practical presentation will offer you insights to help you handle workers’ compensation risk. Torben Madson will help you spot areas of concern, while providing you with solutions and preventative measures to protect your company in the future.
2:45pm – 3:00pm
3:00pm – 4:15pm
ACA-1: Small Group Self-Funded Health Plans – An Emerging Solution to ACA Driven Cost Increases
Why self-funding for small employers now; what is the primary purpose of self-funding? Self-funding under the Affordable Care Act; What is the risk structure for underwriting and pricing? What are the benefits to the employer? The role of the broker – -Integration of small group self-funded plans with PEOs – - Carriers offering small group self-fundig MEWA’s…are they an option? State specific small-group self-funding regulations
Closing and Evening on Your Own
Enjoy an evening on your own in historical St. Augustine, the oldest city in American History and Heritage, or join up with friends and business associates for dinner.
Tuesday, May 3
7:30am – 8:30am
8:30am – 9:30am
ACA-2: ERISA Compliance and ACA Reporting, for PEOs and Worksite Employers
The Department of Labor is stepping up audits to determine if employers have the requisite ERISA and ACA language in plan documents, summary plan descriptions, and more. ERISA wrap documents are needed for the Health and Welfare benefit plans sponsored by PEOs, AND sponsored by Worksite Employers. What are the duties of the PEO with respect to its own sponsored plans, and to Worksite Employers with their own sponsored plans? The IRS is adding over 9000 employees as it prepares to enforce ACA Employer Reporting. What are the requirements in completing the 1094 and 1095 forms on behalf of employers and employees for reporting of health care coverage? We explore the employer’s duties and timelines for complying with these new regulations.
9:30am – 10:30am
The Power of Paperless!
David and Susan will discuss the questions of how does going paperless affects operations, sales and profitability and where does the power come from? What is it used for? Who does it help? What does it cost? When should you do this?
10:30am – 10:45am
10:45am – 12:00pm
Digital Marketing Isn’t Cool Anymore
Twitter is 10, Facebook 12, and Google 18 years old. Boomers, Gen X, and Millennials now line the PEO workforce. Yet, the 2015 PEO Digital Readiness Survey revealed that 50% of PEOs ranked as “Digital Laggards,” and competitors like Zenefits, Namely, and others are all the better for it. We’ll strip out the fluff and philosophy and show you how to go from irrelevant to revenue online, and why you have no time to lose.
12:00pm – 1:15pm
Networking Lunch and Elections
1:15pm – 2:00pm
PEO Brokers: How to Build Successful Relationships and Influence Sales
PEO brokers are increasingly controlling sales. How the industry works with, educates and acknowledges this group will impact all of our futures. Come learn some new strategies to improve existing PEO/Broker relationships, or establish new ones.
2:00pm – 3:00pm
A New Generation of Leadership – Panel Discussion
Moderator: Greg Fields, PACE President and President, Charter HR
Panelist: Mitch Chailland, President, Canal HR
Panelist: Britt Landrum III, President, Landrum Human Resources
Panelist: Corey Hookstra, President, eEmployers Solutions, Inc.
Panelist: Roman Lowery, Broker, Harbor America Inc.
Many of the pioneers of the PEO industry are retiring, or significantly scaling back day-to-day involvement in their companies, and handing the reins over to younger family members or protégés. What have they learned from their mentors? What will they do differently to move their companies forward? What is their vision…their plan for success? We have assembled an excellent panel representing this new generation of leadership. No doubt they will have many “interesting” stories to tell, and ideas to share. This will be fun and informative. Not to be missed.
3:00pm – 3:15pm
3:15pm – 4:15pm
2016 Elections and Political Outlook
Based on the current mood of the electorate, this year’s elections should be very interesting…and perhaps monumental for the future of the country. Will the Republicans regain the White House? Will they gain or lose seats in the House and Senate? Regardless of the results, will it just end up being more of the same – bigger government, more debt, and continued sluggish small business growth? Who will be making expected Supreme Court nominations and how will that affect the future? Lots of great questions open to speculation. Let’s see what Bill thinks from a beltway perspective, and then maybe do a straw poll to see which way our audience is leaning.
4:15pm – 4:30pm
6:00pm – 9:30pm
Gala Dinner and Auction
Material Handling for Sponsors
All materials to be distributed or displayed during the conference should be shipped the Casa Monica to arrive no sooner than April 25 and by April 29. Sponsors will be contacted prior to the shipping deadline with an approximate attendee count. Please limit materials to a marketing packet/brochure and one promotional item. The following information must be included on all packages to ensure proper delivery. Bringing your tracking number with you is recommended.
The Casa Monica Attention: (Guest Name)
95 Cordova Street Guest Arrival Date:
St. Augustine, FL 32084 2015 PACE Conference/Courtney Megaffin