NAPEO
September 2025
THIS MONTH'S FOCUS: The PEO Growth Playbook
NAPEO25: THE PEO INDUSTRY EVENT OF THE YEAR
The PEO industry’s annual flagship event is heading back to Austin! #NAPEO25 will be the industry hub this fall, THE place to be! You won’t want to miss the classroom learning by PEO content area complemented by interactive discussion forums, a comprehensive trade show, and valuable networking events. It’s a must-attend event for all PEO …
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September 2025CONTENTS
FEATURED
MARKETING METRICS THAT MATTER: KPIS EVERY PEO SALES TEAM SHOULD TRACK
We’ve learned over the years that it will never be one thing that drives a sale, but a series of actions and touchpoints. Our marketing KPIs tie into our sales KPIs because the results lead to achieving our sales goals.
BY ERICA BRUNE
September 2025
10 IDEAS TO POWER UP YOUR SALES PIPELINE
Not every lead is ready to buy today—but that doesn’t mean they won’t be tomorrow. Instead of letting those opportunities go cold, use automation to stay in touch.
BY DEAN MOOTHART
September 2025
A SMARTER STRATEGY FOR PEO GROWTH: BALANCING INBOUND & OUTBOUND MARKETING
Marketing plans can falter without the right balance. Over relying on outbound tactics without the support of effective and informative content can lead to audience fatigue, lower engagement, and diminished ROI.
BY JAY ZAMFT
September 2025
WORKING IN CONCERT: BALANCING INBOUND AND OUTBOUND MARKETING STRATEGIES
There is no perfect mix for a long-term marketing strategy. It should continue to evolve over time and be prepared to pivot based on your performance analysis of your programs and their generating efforts.
BY ASHLEY PRATT
September 2025
ESTABLISHING TRUST WITH PEO BUYERS THROUGH THOUGHT LEADERSHIP
Thought leadership is more than posting a few LinkedIn tips. It is the intentional practice of positioning your company, your executives, and your client-facing team as experts who bring valuable insight to your target audience.
BY SAMANTHA REYNOLDS
September 2025
THE EDUCATION GAP: WORKING WITH PEO CHANNEL PARTNERS AND TRUSTED ADVISORS
A close-to-the-vest approach may not be the best strategy, as it limits a PEO’s ability to fully tap into the relationships between trusted advisors and their clients. Without the value-added relationship, channel partner clients may regard PEOs as a commodity, reducing the differentiating factor to the price.
BY MARK STEIGER
September 2025ADVERTISEMENT
TRACKS
“To have a front-row seat to this industry’s resilience, creativity, and collective will has been a privilege and an honor.”
BY DAVID FEINBERG
September 2025FROM THREAT TO PARTNERSHIP: HOW MY VIEW OF PEOS EVOLVED AS AN HR PROFESSIONAL
So today, when I hear someone say, “We already have HR,” my response is: Exactly. That’s why a PEO makes sense.
BY SHARLA ST. ROSE, DBA
September 2025STRIKING THE RIGHT CHORD: HOW NAPEO GIVES BACK WILL SUPPORT ANTHROPOS ARTS
Every fall, the PEO community gathers for NAPEO’s Annual Conference and Marketplace, a time to connect, learn, and collaborate. Beyond the sessions and networking, what makes this event especially meaningful to me is the chance to support a cause through NAPEO Gives Back. What makes NAPEO Gives Back meaningful isn’t just the cause we support, …
BY JENNA MARCEAU
September 2025
“I appreciate everyone who has contributed to NAPEO PAC so far this year, but we still need more support if we’re going to reach our annual goal.”
BY CASEY M. CLARK
September 2025MANAGING SALES PERFORMANCE: IT’S EASY WHEN YOU HAVE A PLAN
Weekly or bi-weekly one-on-one meetings should never last more than 20 minutes. Your sales team members should be well prepared to discuss their sales results, expectations and pipeline.
BY CLAY M. KELLEY, SHRM-SCP
September 2025A VALUE-ADDED SERVICE: HOW TO POSITION THE EMPLOYEE HANDBOOK IN YOUR PEO SALES AND MARKETING STRATEGY
In a crowded market where services often sound the same, your approach to handbooks can be a true differentiator.
BY KRISTEN FRADIANI
September 2025KEY EMPLOYMENT LAW DECISIONS FROM THE US SUPREME COURT
PEOs need to stay on top of these decisions, as they impact guidance that they provide to their clients.
BY GORDON M. BERGER, ESQ.
September 2025KEY PROVISIONS OF H.R.1: THE ONE BIG BEAUTIFUL BILL ACT
One provision that might be of benefit to PEOs as a potential service to offer their clients is the newly created savings accounts provided in the OBBB.
BY ALEX MILLIKEN
September 2025WHAT THE ONE BIG BEAUTIFUL BILL ACT MEANS FOR THE PEO INDUSTRY
While the bill simplifies taxes in some areas, it also introduces new compliance requirements tied to workforce investments and tax credit eligibility.
BY Joel Boff
September 2025AN INSIDE LOOK AT ‘PEPing’ A MEP
The PEP structure offers employers a high degree of fiduciary outsourcing, pricing scale achieved through asset aggregation, and administrative simplicity.
BY JIM KAIS
September 2025BRIDGING THE CYBERSECURITY GAP: HOW PEOS CAN PROTECT SMBS AND THEIR PEOPLE
Cybercriminals don’t care about demographics - identity theft and other cyberthreats affect employees from all walks of life. In this sense, identity protection is a truly universal benefit.
BY JUSTIN NORBY
September 2025BENEFIT SMARTER: HOW UNLOCKING DATA DRIVES BETTER RESULTS FOR PEOS
Access to robust claims data and analytics empowers PEOs to optimize plan performance, proactively manage health risks and improve employee well-being for clients.
BY ROSS FIELDS
September 2025AI IS HERE: ARE PEOS READY FOR THE NEXT ERA OF HEALTH BENEFITS?
Artificial intelligence offers a new model for supporting members and managing plan risk. Not as a bolt-on chatbot or flashy gimmick, but as an integrated engine that drives every interaction—proactively and intelligently.
BY BEN CALLAGHAN
September 2025VALUE-BASED CARE: A WIN-WIN
Despite the challenges, the benefits of value-based care are significant. This model encourages preventive care, early intervention and chronic disease management – leading to better health outcomes for patients.
BY DAVID IACINO
September 20255 FRESH AND PRACTICAL STRATEGIES TO SHRINK RISING COMMERCIAL HEALTHCARE COSTS
The strength of your benefits package isn’t just what you offer; it’s how well your employees understand and use it.
BY GARY ROBINSON
September 2025VENSURE EMPLOYER SOLUTIONS NAMED TO SELLING POWER MAGAZINE’S 60 BEST COMPANIES TO SELL FOR 2025 LIST
September 2025QUESTCO ANNOUNCES CHAD BARNARD AS VICE PRESIDENT OF MERGERS & ACQUISITIONS
September 2025ADVERTISEMENT
