Conference Agenda

Updated Soon

2017 AGENDA 

View PDF Version Here.

*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. (


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 [DOWNLOAD PRESENTATION]
Presented by John Slavic – President and Founder
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 [DOWNLOAD PRESENTATION]
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 [DOWNLOAD PRESENTATION]
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

Ray O’Leary - PACE Identity and Brand Reveal [DOWNLOAD PRESENTATION]

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 [DOWNLOAD PRESENTATION]
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,
Rex Eley
President and CEO, Employer Services Assurance Corp (E-S-A-C)
Greg PackerCEO 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 [DOWNLOAD PRESENTATION]
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 [DOWNLOAD PRESENTATION]
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?

Thom Stohler, VP Federal Government Affairs, NAPEO – Voluntary Certification Program for PEOs [DOWNLOAD PRESENTATION]

Wednesday, May 24

All day, Departures

Many things happened in 2015 which will significantly impact the PEO industry in 2016 and beyond.  ACA, for the most part, was fully implemented.  PEOs had to decipher and incorporate new health care participation rules and reporting requirements.  There are still a lot of unanswered questions and a great deal of uncertainty about whether ACA will even survive after the presidential elections.  Technology continues to revolutionize the industry.  We are moving beyond social media to business oriented mobile media, with new competition cropping up.  Only the PEOs that stay ahead of the curve will survive and thrive.  Also, many of the pioneers of the industry (us old folks) are now passing the reins to younger family members or protégés.  This “generational shift” will likely take the industry in directions never envisioned by their predecessors.These and many other timely topics will be covered at this year’s conference.  Check out the entire agenda to see what we mean.  There is something for everyone.  We hope you can join us in beautiful St. Augustine, Florida.This year’s conference will be at the Casa Monica Hotel in historic St. Augustine, Florida.  As always, we will leave plenty of time for networking and an opportunity to soak up some of the charm this great city has to offer.  Hope to see you there!

Saturday, April 30

6:00pm – 9:00pm

cordellCordell Hull Dinner

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         

Welcome Reception

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

salvicJohn Slavic – President and CEO,

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.

 View Presentation >>

10:15am – 10:30am      

Networking Break


10:30am – 12:00pm

The Latest and Greatest Labor Law Developments for PEOs and Their Clients

HamentJohn Hament – Partner, Law Kunkel Miller & Hament

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.

View Presentation>>

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

madsonTorben MadsonPartner, Kunkel Miller & Hament

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.

View Presentation>>

2:45pm – 3:00pm          

Networking Break


3:00pm – 4:15pm    

ACA-1: Small Group Self-Funded Health Plans – An Emerging Solution to ACA Driven Cost Increases

maylenDan MeylanNational Sales Director, Allied National

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

 View Presentation>>


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                        

Networking Breakfast


8:30am – 9:30am    

ACA-2: ERISA Compliance and ACA Reporting, for PEOs and Worksite Employers

JacobsmcnairyCarolyn McNairyRegional Vice President, TASC and Tom Jacobs, J.D., MBA – President, eflex, a Division of TASC

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.

 View Presentation>>

9:30am – 10:30am  

The Power of Paperless!

David Avakian croppedSusan Thomas-PrimroseSusan Primrose Director of IT, CoAdvantage and David Avakian DVA Consulting

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?

 View Presentation>>

10:30am – 10:45am    

Networking Break


10:45am – 12:00pm    

Digital Marketing Isn’t Cool Anymore

mclnerneyRyan McInerneyPresident and Lead Strategist,Tech Shepard

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.

View Presentation >>
View Video>>


12:00pm – 1:15pm       

Networking Lunch and Elections


1:15pm – 2:00pm   

PEO Brokers: How to Build Successful Relationships and Influence Sales

burgelinMike Burgelin– President, Employee Leasing Quotes

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.

View Presentation>>

2:00pm – 3:00pm     

A New Generation of Leadership – Panel Discussion

Greg Fields A

Moderator: Greg Fields, PACE President and President, Charter HR
Panelist: Mitch ChaillandPresident, 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     

Networking Break


3:15pm – 4:15pm    

2016 Elections and Political Outlook

sarpaliusBill SarpaliusCongressman and President and C.E.O. of Advantage Associates

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     

Conference Wrap-Up


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