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1915 ARTICLES
PEO PROFILES

MICHAELINE DOYLE: A WORKHORSE SPIRIT

If you’re in the PEO industry, you know there is no greater honor than winning the Michaeline A. Doyle Award. Created in 1995, it’s an accolade bestowed upon someone who has provided exemplary leadership and service to NAPEO and our industry and whose business philosophy is to improve the industry while simultaneously improving his or …

BY Evan Fallor

June/July 2024
CYBERSECURITY - TECHNOLOGY

DEPLOYING TEST AUTOMATION TO TRANSFROM CUSTOMER EXPERIENCE

Insurance, healthcare and employee benefits have common business drivers that mandate the need for test automation. Each of these industries are data intensive and often include personally identifiable information (PII), payment card industry (PCI) or protected health information (PHI) compliance. There is no room for manual errors. While that alone may be sufficient to justify …

BY Frank Bianchi

June/July 2024
Letter from the NAPEO President

I HATE TO BREAKT IT TO YOU, BUT YOU MIGHT BE A LOBBYIST

I’ve spent a majority of my first six months as NAPEO’s CEO on a road show of sorts. Visiting members, attending conferences, thanking sponsors and trying not to break anything. This kind of travel is expected, and predicted in most “so you’re a CEO, now what” guides. Despite everyone telling me about the quality of …

BY Casey M. Clark

June/July 2024
Letter from the NAPEO Chair

WHO IS READY FOR NAPEO’S CFO & PAYROLL SEMINAR?

As the days grow longer (in a good way) and the allure of beach and pool season beckons, the PEO industry is getting ready for NAPEO’s CFO & Payroll Seminar, scheduled for July 23-24 in the bustling city of Louisville, Kentucky. Against the charming backdrop of the reimagined Louisville Marriott Downtown, industry leaders, finance executives, …

BY Steve Politis

June/July 2024
SALES - MARKETING

REVERSE ENGINEER THE SALES AND MARKETING PROCESS TO DRIVE MARKETING ROI

The ultimate objective of every marketer is to produce a meaningful and measurable ROI. Unfortunately, having that objective and actually achieving that objective are two very different things. As with any goal and objective, there are three key elements to success – a strategy, a plan, and disciplined execution. But keeping your fingers crossed isn’t …

BY Dean Moothart

June/July 2024
HR - BENEFITS

HOW A RETIREMENT PLAN CAN POSITIVELY AFFECT CUSTOMER LIFETIME VALUE

Of all the business-enhancing services PEOs offer, one is sometimes overlooked, or seen as an overhead expense to be avoided, but never should be. A quality retirement plan can add great value for both the employer and the PEO supporting them.

BY Chris Miller

June/July 2024

NEVER SAY NEVER: DAVE & TERESA LAWRENCE AND DELTA ADMINISTRATIVE SERVICES

Dave Lawrence grew up insisting he would never join the family business. He wasn’t interested. It wasn’t for him. After graduating from college with an economics and business degree, he found a sales job with a Connecticut-based company. The company sold awards programs, and Dave ran the Gulf South region out of his native New Orleans. Not much later, Dave and his wife Teresa married. The young couple both had solid, good paying sales jobs they each loved. Life was on the right track.

BY Chris Chaney

June/July 2024

UNLOCKING HIDDEN VALUE: PEOS CAN BENEFIT FROM SUSTAINABILITY REPORTING 

PEOs that adopt strong corporate sustainability initiatives as part of their business model have incredible opportunities for increased sales and corporate value.

BY Jason F. Clausen, CPA

June/July 2024

KPIs for ACCOUNTING DEPARTMENTS

What key performance indicators (KPIs) determine the success or failure of a PEO’s accounting department? Timely and accurate numbers are definitely at the forefront. The PEO space can be a dynamic environment to operate in. The risk and margins are ever-changing and keeping our finger on the pulse is imperative to our success.

BY Jenny Smith

June/July 2024

MONETARY CROSSROADS: HOW A PEO FINANCE DEPARTMENT FITS IN THE PEO SALES CYCLE

In summary, the symbiotic relationship between sales and finance is the backbone of organizational success. Alignment between sales and finance is crucial to any organization but as outlined above, is heightened in the PEO environment.

BY Jean Goldstein

June/July 2024

OPTIMIZING PROFITABILITY BY MITIGATING CLAIMS COST AND CLAIM EXPOSURE

In summary, control of a PEO’s workers’ compensation cost, and overall profitability of a PEO company’s operations hinges on astute management of critical areas such as claims administration, subrogation, SIU, risk management programs and nurse case management.

BY David Brodsky

June/July 2024

LESSONS LEARNED FROM ACTUARIAL DUE DILIGENCE

When I’m performing due diligence on a target company, especially in the PEO space, there are common areas that sellers miss. Below are the top five most missed opportunities for sellers, counting down to the most commonly missed opportunity.

BY Frank Huang

June/July 2024
LEGAL - LEGISLATIVE

HITTING THE HIGH NOTES: REELIN’ IN THIS YEAR’S SUCCESS IN FEDERAL AFFAIRS

We entered 2024 knowing that the odds of any legislation, let alone major bills, were quite low. Furthermore, Congress and the White House are up for partisan grabs in this upcoming election. Knowing this, we are using this year to build relationships with members of Congress.

BY Alex Milliken

May 2024
PEO Voices

THANK YOU, MIKE MILLER

With Mike Miller officially stepping down from his long-tenured role as general counsel of FAPEO, we thought it would be appropriate to take a moment to recognize Mike’s outsized impact on our industry.

BY Nick Kapiotis

May 2024

IN MEMORIAM: NYLEN LEE ALLPHIN, JR.

Longtime industry member and NAPEO stalwart Nylen Lee Allphin, Jr. passed away on March 29. Lee was an active and engaged NAPEO member, serving as the Heartlands Leadership Council Chair for many years and a member of the NAPEO Board and Executive Committee. He was instrumental in our efforts to pass the PEO registration bill in …

BY

May 2024
FINANCE - OPERATIONS

EARNED WAGE ACCESS: PEACE OF MIND FOR EMPLOYEES IN UNCERTAIN TIMES

The benefits of EWA extend to both employees and employers in many ways. EWA provides employees with greater control over their finances, enabling them to access their earnings when needed most. This flexibility empowers individuals to navigate financial challenges with confidence, whether it's covering unexpected expenses or managing cash flow between pay periods.

BY Andy Songer

May 2024
HR - BENEFITS

A BROKER’S PERSPECTIVE ON HOW PEOS CAN RETHINK THEIR MARKETING APPROACH

Most brokers understand that the PEO industry was built on the B2B model. However, there is great opportunity to pivot and adapt, embrace change and evolution, and continue their success while prospering alongside their broker partners.

BY Chantal Raineri

May 2024
HR - BENEFITS

KEY EPLI MARKET TAKEAWAYS

As we look ahead to 2024, the EPLI landscape is poised for continued evolution. Staying abreast of these trends and developments is key to navigating the market effectively and ensuring that coverage remains aligned with the needs of businesses and their employees.

BY Paul Hughes

May 2024

PEOS IN THE COMMUNITY: LandrumHR: Empowering the Next Generation

Educating and empowering the future workforce is a cause that’s become something of a second full-time job for Britt Landrum III, LandrumHR’s president and CEO. Staying true to the company’s core values of “learn, share, and grow,” Landrum has instituted a culture of charitable giving to provide the next generation the tools they need to live healthy and professionally fulfilling lives.

BY Evan Fallor

May 2024
PEO Voices

NAPEO PAC: WHY YOUR ENGAGEMENT IS PIVOTAL FOR OUR INDUSTRY

We invite you to deepen your involvement. By signing the PAC solicitation form at www.napeo.org/pac, you enable us to communicate directly with you about our PAC's initiatives. Signing up does not obligate you financially, but it does allow you to stay informed and engaged with our activities.

BY Brent Tilson

May 2024
SALES - MARKETING

TURNING COMPLIANCE CHALLENGES INTO COMPETITIVE ADVANTAGES: A WINNING MARKETING STRATEGY

By investing in expertise, tailoring solutions, educating the market, highlighting benefits, showcasing success stories, and finding unique and personalized differentiations, PEOs can position themselves as indispensable partners for businesses seeking to navigate complex regulatory landscapes with confidence.

BY Todd LaBeau

May 2024
SALES - MARKETING

5 STRATEGIES TO KEEP SALES MOMENTUM GOING

With proper planning, you can keep the sales momentum through the “perceived” slow times. The key is to be consistent, and you will keep the sales momentum going with a healthy pipeline of qualified opportunities.

BY Clay M. Kelley, SHRM-SCP

May 2024

MEET CONGRESSWOMAN BETH VAN DUYNE

Congresswoman Beth Van Duyne (R-TX) represents Texas’ 24th congressional district in the U.S. House of Representatives. She’s also a strong ally of the PEO industry as someone who recognizes the value that PEOs bring to small business clients. Rep. Van Duyne spoke with PEO Insider ® to share more about her background, policy goals, and why engaging with your elected officials matters.

BY Chris Chaney

May 2024
Letter from the NAPEO President

PLAYING OFFENSE: NATIONAL PEO WEEK & PEO ADVOCACY DAY

By creating and celebrating National PEO Week we collectively shout our benefits from the rooftops. We take this story directly to those with the greatest ability to impact our business, and enhance the appreciation for and understanding of all that you do for small and medium sized business.

BY Casey M. Clark

May 2024
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