GROW & THRIVE
in 2025!
(and all that jazz!)
PACE 2025 Annual Conference
APRIL 26-30, NEW ORLEANS, LA
during THE WORLD-RENOWNED
Jazz Fest!
APRIL 26-30 | SAT – Wed | NEW ORLEANS, LA
Dress: Business casual
The Victory Belles
5:30pm Sunday 4-27
WWII Museum
PEO HAPPY HOUR
Open to ALL PEO ATTENDEES
and Ruby, Platinum, & Diamond Sponsors only
6:30pm Sunday 4-27
Welcome Reception at WWII Museum
Reception is Open to ALL ATTENDEES
Keynote Speaker: Clay Kelley
The PEO Industry’s Foremost
SALES EXPERT, TRAINER, & AUTHOR
Bring your C-Suite Leaders:
Sales, TEchnology, HR, Benefits,
Operations, MarketinG, & Payroll
Early Bird prices good through 1-31-25 only.
Regular prices are $100 higher.
Registrations canceled before 3-31-25 refunded with $125/person cancellation fee.
PEO PACE Member 1st Attendee: $899 thru 1-31
PEO PACE Member 2nd+ Attendee: $599 to 1-31
PEO PACE Member 2nd+ Attendee: $499 to 1-31 For YOUNG LEADERS, AGE 45 and under
1st-time PEOs Checking Out PACE: $499 to 1-31
PEO Nonmember 1st Attendee: $1,299 thru 1-31
PEO Nonmember 2nd+ Attendee: $1,099 to 1-31
PACE Associate Member Vendor: $899 thru 1-31
Nonmember Vendor: $1,599 thru 1-31
PEO Brokers & PEO Associations: $499 to 1-31
Event Overview
Get “Big-PEO” Power!
Register Your Team.
Strategize with Your Peers.
Leverage New Growth Opportunities.
Together, We’re Better
We Combine Our Genius And GROW
Small and midsize PEOs now have unique, unprecedented opportunities and challenges as we find ourselves in competition with giant, ever-growing PEOs. We can all leverage our success if we combine our genius. At PACE, we’re friends before competitors, right?
PACE conferences have never been more important. We need cutting-edge tools and strategies to give us “big-PEO” power. For almost 40 years, we’ve been on the forefront of innovation, making history. We can’t stop now.
We need concrete, actionable strategies. That’s what the 2024 PACE Annual Conference is all about.
We must excel in leadership, sales, HR, benefits, marketing, compliance, and technology. Our speakers are experts at success. Bring your top managers to keep them future facing.
Come to where senior PEO leaders freely share what’s working and what’s not, in a fun and spirited environment, where transparency, honesty, and friendship rule.
Friends before competitors. We thrive – together.
The Speakers
Thought Leaders. Industry Experts You Trust.
Clay Kelley
KEYNOTE SPEAKER
PEO SALES EXPERT
PEO Sales Trainer & Author
Pat Cleary
Chief Growth Officer
Vensure Employer Services
Former President/CEO, NAPEO
Jay Mincks
Founder
BestFit PEO Solutions | Built Insperity
Bobby Sarver
CEO, Continuum HR
PACE President
Brett Shulick
Exec VP, Managing Director
Nt’l Title Solutions, BankUnited
Hart Brown
CEO
Future Point of View
George Gersema
Conference Chairman
PACE
Hon. Bill Sarpalius
CEO, Advantage Assoc. Int’l
Former US Congressman
Eli Polanco
Founder & CEO
Nivelo
Torben S. Madson
Attorney
The PEO Law Firm, LLC
Kim Egginton
CEO
PACE
John Slavic
Owner
Slavic401k
Oyebode Fajobi
head of product
Nivelo
Richard McPherson
Nuclear Energy Expert
Former US Representative to the International Atomic Energy Agency
Garrett Kamen
Partner
Fisher Phillips
Dale Hageman
CEO
Spirit HR
Ryan Mossman
President
PRO Software
Jess Petrella
Sr Dir, Product Marketing
ZayZoon
Michelle Wightman
CEO/Founder, CSL Solutions
PACE Board Member
Angela Hoch
Executive Vice President
Hexagon HR
Matt Claus
M&A Group Practice Leader
McHenry Consulting
Steve Ott
VP of Strategic Partnerships
FIMC
Sarah Falk
VP of Voluntary Benefits
Synergy Pet Group
LJ Roberts
DIV PRES, LL Roberts GRoup
PACE Board Member
Corey Hookstra
President, ESI
PACE Vice President
Eric Holtzclaw
Chief Strategist
Liger
Jim O'Connor
President
PEO Premier Health
The Schedule (Being updated from 2024)
Conference Agenda
Events, times, and speakers are subject to change.
Special, private Conference Event
Saturday, April 26, 2025 – 5:00 PM (TBD)
Founders Dinner
By Special Reservation Only
The Founders Dinner is indeed a very special conference kickoff event. Join us for this wonderful evening! Seating is limited to 20 attendees; secure your spot soon!
$600 per person. 5:00pm (Time to be confirmed)
World War II Museum
Transportation: Meet in the Loews Hotel lobby a half hour before the dinner.
Saturday April 26, 2025
- 5:45 pm—
Agenda at a Glance (best viewed on desktop) Keep scrolling down for the detailed agenda!
Agenda at a Glance 10th floor for all events in the hotel — except 9th floor for Tuesday’s Breakout Sessions and
Agenda is subject to change. Sponsors are in red.
Sunday, Apr 27
2:30pm–4:30pm Registration: Get your badge for access to events Prescient National, PayPlus Software
3:30pm—3:45pm Sponsors Meeting (meet at registration desk)
5:30pm–6:30pm VIP PEO Happy Hour – WWII Museum PEO Attendees ONLY + Speakers + Ruby Sponsors & up
5:00pm: Hotel lobby for minibus PRO Software, McHenry Consulting, CBIZ, PEO Premier Health, Liger
6:30pm–8:00pm Welcome Reception – WWII Museum Open to ALL Conference Attendees
5:00pm: Hotel lobby for minibus Cobalt Graphics
Monday, Apr 28
8:00am–9:00am BREAKFAST, Registration, & Networking Ameritas, isolved Network
9:00am–9:30am Welcome, Invocation, Flag Ceremony, and Kick-Off PACE Leaders
9:30am–10:45am What PEOs Need to Know Right Now about Today’s Economy John Slavic, Slavic401k
10:45am–11:15am MARKETPLACE: Exhibits, Snacks, Networking (Feliciana): Payroll Funding, Fidelio, Sundial, Fortuna
11:15am–11:30am Pros & Cons of Mr. Slavic’s Presentation George Gersema, PACE Conference Chairman
11:30am–12:30pm What PEOs Need to Know Right Now about Cybersecurity & AI Hart Brown, FPOV
12:30pm–1:45pm LUNCH, Elections, Exhibits, & Networking Marsh McLennan, MetLife
1:45pm–2:15pm Tech & Banking Connectivity for PEOs Brett Shulick, BankUnited | Eli Polanco & Oye Fajobi, Nivelo
2:15pm–3:00pm Exciting New Ideas: Cool Stuff for PEOs FIMC, ZayZoon, Synergy Pet Group, PEO Premier Health
3:00pm–3:30pm MARKETPLACE: Exhibits, Snacks, Networking (Feliciana): MasterTax, Six-Fifty, Vestwell
3:30pm–3:50pm Speed Dating Roundtables & Wine Tasting – 1st Session PEOs choose seats first
3:50pm–4:10pm Speed Dating Roundtables & Wine Tasting – 2nd Session PEOs choose seats first
4:10pm–4:30pm Speed Dating Roundtables & Wine Tasting – 3rd Session PEOs choose seats first
4:30pm–5:00pm Roundtable Idea Exchange: Biggest Challenges & Solutions
5:00pm PACE PEO Brokerage Group Meeting – For all PEO brokerages (meet at registration desk)
5:00pm Vendors’ Night Out Have a great evening on your own, y’all!
Tuesday, Apr 29
8:00am–9:00am BREAKFAST & Networking AmWINS
9:00am–10:00am KEYNOTE – 40 Lessons Learned in 40 Years of Leading PEO Sales Teams VensureHR, BankUnited
Clay Kelley: PEO sales expert, Chief Strategist/Managing Partner, ClayKelley.com, and CRO, Stratus HR
10:00am–10:30am Don’t Let Your CSA Bite You Garrett Kamen, Fisher Phillips
10:30am–11:00am MARKETPLACE: Exhibits, Snacks (Feliciana): BestFit PEO Solutions, Cloud9 HR, Fenyx Health
11:00am–11:30am How Highest-Level US Energy Policy Affects Small Businesses Richard McPherson, ID Energy, Inc.
11:30am–12:30pm An Insider’s Look at DC Right Now Hon. Bill Sarpalius, Advantage Associates International
12:30pm–1:45pm LUNCH, Exhibits, & Networking FPOV (Future Point of View), SUNZ
1:45pm–2:15pm Are Hangovers from Hurricanes Compensable Claims? Torben S. Madson, The PEO Law Firm
2:15pm–2:45pm How to Get There from Here: The Pat Cleary Story Pat Cleary, VensureHR
2:45pm–3:00pm General Session Wrap-up Before Breakouts George Gersema, PACE Conference Chairman
3:00pm–4:00pm BREAKOUT: PRO Software’s Latest & Greatest – PEOs Only (Beauregard) Ryan Mossman, PRO Software
3:00pm–4:00pm BREAKOUT: Value Your PEO for M&A Consideration (Acadia) Matt Claus, McHenry Consulting
4:00pm–5:00pm BREAKOUT: PEOs Must Be Ready for Secure Act 2.0 (Beauregard) John Slavic, Slavic401k
4:00pm–5:00pm BREAKOUT: PEO Superstars: 5 Essentials for Building a Successful PEO (Acadia)
Dale Hageman, Angela Hoch, LJ Roberts, Michelle Wightman, Corey Hookstra
5:00pm–6:00pm BREAKOUT: Meet the PEO Brokers! — & How We Built Insperity (Beauregard) Jay Mincks, BestFit PEO
5:00pm–6:00pm BREAKOUT: Jazz Up Your Marketing — How PEOS Win More Clients in 2025 (Acadia) Eric Holtzclaw, Liger
6:00pm–6:30pm BREAK: Get your wallets ready for the big auction!
6:30pm–9:30pm Gala Dinner and Auction (dressy, party, or business casual, with or without bling) Slavic401k
Wed, Apr 30 Departures – Or stay a little longer and enjoy New Orleans & Jazz Fest!
- 6:30 pm—9:30 pm
Founders Dinner at Muriel's - Fundraiser
The Founders Dinner is indeed a special, intimate meal with the PACE Board of Directors and other great people who support PACE. It’s a $600-per-plate fundraiser for PACE, in honor of the founders of PACE. It’s open to all conference attendees and guests who reserve and pay for a seat. The food and drinks are always exquisite and plentiful, and the company is even better!
Location: Muriel’s Restaurant, 801 Chartres St, New Orleans, LA
If you like to walk, it’s an 18-minute walk from the hotel up Peters St (headed North), then across Jackson Square (headed Northwest) to Chartres St. For safety, we suggest walking with at least one other person.
Meet in the lobby of the hotel at 5:45pm for carpooling. It’s Jazz Fest — we’re planning for traffic!
- —
Sunday April 27, 2025
- 2:30 pm—4:30 pm
Registration Opens: Get Your Badge For Access to Events
Sponsor: Precient National and PayPlus Software all three days. Thank you, PayPlus and Precient National! You rock — times three!
10th Floor: Parish Hall
- 3:00 pm—4:30 pm
PACE PEO Brokerage Group Members Meeting
PACE PEO Brokerage Group Members! This is your chance to weigh in on best practices for PEO Brokerages, choose leaders, etc, in lieu of creating a PEO Brokerage Trade Association.
Corner of the Louisiana Ballroom
- 3:30 pm—3:45 pm
Sponsors Meeting & Start of Setup
A quick orientation meeting for all of our wonderful, generous PACE sponsors! Sponsors may set up at their tables until 10:00pm.
Meet at the Registration Desk on the 10th Floor. We’ll walk to the Feliciana Room. Setup goes until 10pm and resumes Monday morning.
- 5:00 pm—5:00 pm
Minibuses Depart to VIP Happy Hour for PEOs at the WWII Museum, 1043 Magazine St. (red door)
Meet in the hotel lobby: For PEOs ONLY — ALL PEO ATTENDEES! — plus Diamond, Platinum, and Ruby Sponsors.
Location: National World War II Museum, US Freedom Pavilion, 1043 Magazine St. Enter through the Firehouse Special Event Entrance with the RED DOOR.
Other sponsors, vendors, and PEO brokers will join us at 6:30 for the Welcome Reception, same place.
Minibuses return to hotel as needed.
- 5:30 pm—6:30 pm
VIP Happy Hour for PEOs at the National World War II Museum, 1043 Magazine St. (red door)
For PEOs ONLY — ALL PEO ATTENDEES! — plus Diamond, Platinum, and Ruby Sponsors.
Other sponsors, vendors, and PEO brokers will join us at 6:30 for the Welcome Reception, same place.
Sponsors: PRO Software, McHenry Consulting, CBIZ, PEO Premier Health, and Liger. Thank you, Liger, PEO Premier Health, CBIZ, McHenry & PRO! You rock!
Location: National World War II Museum, US Freedom Pavilion, 1043 Magazine St. Enter through the Firehouse Special Event Entrance with the RED DOOR.
If you like to walk, it’s a 12-minute walk from the hotel up Poydras St (headed West), then down Magazine St (headed South) past the main National WWI Museum mbuilding, to 1043, the Firehouse Special Event Entrance with the red door.
Meet in the hotel lobby at 5pm for transportation. It’s Jazz Fest — we’re planning for traffic!
Other sponsors, vendors, and PEO brokers will join us at 6:30 for the Welcome Reception, same place.
- 6:00 pm—6:00 pm
Minibuses Depart to Welcome Reception at the WWII Museum, 1043 Magazine St (red door)
Meet in the hotel lobby. OPEN TO ALL CONFERENCE ATTENDEES!
Location: National World War II Museum, US Freedom Pavilion, 1043 Magazine St. Enter through the Firehouse Special Event Entrance with the RED DOOR.
Minibuses return to hotel as needed.
- 6:30 pm—8:00 pm
Welcome Reception Featuring "The Victory Belles" Andrews Sisters Tribute at the National World War II Museum
OPEN TO ALL CONFERENCE ATTENDEES! Enjoy some time networking, greeting old friends, and making new ones at this hosted reception. The Victory Belles (Andrews Sisters tribute) will be rockin’ it just like back in the World War II era.
Sponsor: Cobalt Graphics. Thank you, Cobalt Graphics– you rock!
Location: National World War II Museum, US Freedom Pavilion, 1043 Magazine St. Enter through the Firehouse Special Event Entrance with the red door.
If you like to walk, it’s a 12-minute walk from the hotel up Poydras St (headed West), then down Magazine St (headed South) past the main National WWI Museum building, to 1043, the Firehouse Special Event Entrance with the red door. For safety, we suggest that you walk with at least one other person.
Meet in the hotel lobby at 6pm for transportation. It’s Jazz Fest — we’re planning for traffic!
Monday April 28, 2025
- 8:00 am—9:00 am
BREAKFAST, Registration, & Networking
Networking Breakfast sponsored by Ameritas, isolved Network, and AmWINS. Thank you, AmWINS, isolved, and Ameritas — you rock!
10th Floor, Parish Hall
- 9:00 am—9:30 am
Welcome, Invocation, Flag Ceremony, PACE Update, Safety Orientation, and Kick-Off
Presented by Bobby Sarver – PACE President and Continuum HR CEO
and Kim Egginton – PACE CEO
Conference A/V sponsored by our valued partners, all three days. Thank you — you rock times three!
10th Floor, Louisiana Ballroom
- 9:30 am—10:45 am
What PEOs Need to Know Right Now About Today's Economy
Presented by John Slavic – President and Founder, Slavic401k.com
10th Floor, Louisiana Ballroom
- 10:45 am—11:15 am
MARKETPLACE BREAK: Snacks, Exhibits, & Networking
Sponsors: Payroll Funding, Fidelio, Sundial, and Fortuna Thank you, Fortuna, Sundial, Fidelio and Payroll Funding — you rock!
10th Floor, Feliciana Room
- 11:15 am—11:30 am
Pros and Cons to Mr. Slavic's Presentation
Presented by George Gersema. George will critique John Slavic’s presentation on the economy as only a good friend can.
10th Floor, Louisiana Ballroom
- 11:30 am—12:30 pm
What PEOs Need to Know Right Now About Cyber Security and AI
Presented by Hart Brown – CEO, Future Point of View (FPOV)
10th Floor, Louisiana Ballroom
- 12:30 pm—1:45 pm
LUNCH, Exhibits, & Networking
Sponsor: Marsh McLennan and MetLife. Thank you, MetLife and Marsh McLennan — you rock!
10th Floor, Parish Hall
- 1:45 pm—2:15 pm
Tech and Banking Connectivity for PEOs
Presented by Brett Shulick, Executive Vice President , BankUnited, Eli Polanco, Founder & CEO, Nivelo, and Oyebode Fajobi, Head of Product, Nivelo.
10th Floor, Louisiana Ballroom
- 2:15 pm—3:00 pm
Exciting New Ideas: Cool Stuff for PEOs
Some of these new innovative solutions might really surprise and delight you!
Presented by FIMC-Commute Guard, ZayZoon, Synergy Pet Guard, and PEO Premier Health
10th Floor: Louisiana Ballroom
- 3:00 pm—3:30 pm
MARKETPLACE BREAK: Snacks, Exhibits, & Networking
Sponsors: MasterTax, Six-Fifty, and Vestwell. Thank you Vestwell, Six-Fifty, and MasterTax! You rock!
10th Floor, Feliciana Room
- 3:30 pm—3:50 pm
"Speed Dating" Roundtable Discussions & Wine Tasting - 1st Session
It’s like speed dating — with roundtables and wine: The presenters each have a table and a topic; you sit at a different table each session, taste a different wine, and discuss the topic.
10th Floor, Parish Hall
- 3:50 pm—4:10 pm
SWITCH! "Speed Dating" Roundtable Discussions & Wine Tasting - 2nd Session
Round two!
10th Floor, Parish Hall
- 4:10 pm—4:30 pm
SWITCH! "Speed Dating" Roundtable Discussions & Wine Tasting - 3rd Session
Round three!
10th Floor, Parish Hall
- 4:30 pm—5:00 pm
Roundtable Idea Exchange -- What's Your Biggest Challenge? Ideas for SOLUTIONS?
Stay right where you are! Share and benefit from all the ideas for solutions to your biggest challenges from the PACE community!
10th Floor, Parish Hall
- 5:00 pm—
VENDORS' NIGHT OUT On Your Own!
Get one-on-one time with your clients or service providers. Have a great evening on your own, y’all!
Tuesday April 29, 2025
- 8:00 am—9:00 am
BREAKFAST, Registration, & Networking
Sponsors TBA. Thanks, sponsors — you rock!
10th Floor, Parish Hall
- 9:00 am—10:00 am
40 Lessons Learned in 40 Years of Leading PEO Sales Teams
Presented by Clay Kelley, SHRM-SCP – Chief Strategist, claykelley.com and Chief Revenue Officer, Stratus HR. Clay is the foremost sales expert and trainer in the PEO Industry. Don’t miss this!
Sponsored by our valued partners, VensureHR and BankUnited. Thank you, BankUnited and VensureHR — you rock!
10th Floor, Louisiana Ballroom
- 10:00 am—10:30 am
Don't Let Your CSA Bite You!
Presented by Garrett Kamen – Fisher Phillips
10th Floor, Louisiana Ballroom
- 10:30 am—11:00 am
MARKETPLACE BREAK: Snacks, Exhibits, & Networking
Sponsors: BestFit PEO Solutions, Cloud9 HR, and Fenyx Health. Thanks, Fenyx, Cloud9, and BestFit — you rock!
10th Floor, Feliciana Room
- 11:00 am—11:30 am
US Energy at the Highest Levels - How it Affects PEOs and Small Businesses: America at Risk
Presented by Richard McPherson – Nuclear Energy Expert, Idaho Energy, Inc.
Richard is the former US Representative to the International Energy Agency with many close ties to high-level energy officials in DC.
10th Floor, Louisiana Ballroom
- 11:30 am—12:30 am
An Inside Look at DC Right Now
Presented by Hon. Bill Sarpalius – Former US Congressman, former Texas State Senator, Author, and President and CEO, Advantage Associates International, a bipartisan lobby firm made up of Former Members of Congress. Bill has represented and promoted PACE before the US Congress and the Administration for the past 20+ years.
What does the future look like for our country? Don’t miss this fascinating presentation!
10th Floor, Louisiana Ballroom
- 12:30 pm—1:45 pm
LUNCH, Elections, Exhibits, & Networking
Sponsored by FPOV (Future Point of View) and SUNZ Thanks, SUNZ and FPOV — you rock!
10th Floor, Louisiana Ballroom
- 1:45 pm—2:15 pm
Are Hangovers from Hurricanes and Frozen Daiquiris Compensable Claims?
Presented by Torben S. Madson, II, Esq, – The PEO Law Firm
10th Floor, Louisiana Ballroom
- 2:15 pm—2:45 pm
How to Get There from Here: The Pat Cleary Story
Presented by Pat Cleary — Vensure Employer Solutions
10th Floor, Louisiana Ballroom
- 2:45 pm—3:00 pm
General Session Wrap-Up Before Breakout Sessions
George Gersema – PACE Conference Chairman
George will wrap up the General Sessions of the conference before we go into the Breakout Sessions.
10th Floor, Louisiana Ballroom
- 3:00 pm—4:00 pm
BREAKOUT: PRO Software's Latest & Greatest Features (PEOs only)
Presented by Ryan Mossman and the PRO Software team. PRO’s team will show off their lates and greatest features. Don’t miss it!
PEOs only — no software vendors, please!
9th Floor, Beauregard Room
- 3:00 pm—4:00 pm
BREAKOUT: McHenry Consulting -- How to Value Your PEO for M&A Consideration
Presented by Matt Claus — Principal, McHenry Consulting
9th Floor, Acadia Room
- 4:00 pm—5:00 pm
BREAKOUT: Slavic401k - John Slavic: PEOs Must Be Ready For Secure Act 2.0
Presented by John Slavic — President and CEO, Slavic401k
9th Floor, Beauregard Room
- 4:00 pm—5:00 pm
BREAKOUT: PEO Superstars: 5 Essentials for Building a Successful PEO
Presented by Dale Hageman, Angela Hoch, LJ Roberts, Michelle Wightman, and Corey Hookstra
Perfect for startups and experienced owners alike. These wise, experienced PEO veterans will tell how they built their PEOs and give great guidance. Some of them have built multiple PEOs!
9th Floor, Acadia Room
- 5:00 pm—6:00 pm
BREAKOUT: Meet the PEO Brokers! - & How We Built Insperity (PEOs and PEO Brokers Only)
Presented by Jay Mincks – Founder, BestFit PEO Solutions
PEOs, meet the brokers. Brokers, meet the PEOs! Come and hear how Jay helped to build Insperity into the giant PEO it is today — and how brokers choose which PEOs to recommend.
9th Floor, Beauregard Room
- 5:00 pm—6:00 pm
BREAKOUT: Jazz Up Your Marketing - How PEOS Win More Clients in 2025
Presented by Eric Holtzclaw – Chief Strategist, Liger
9th Floor, Acadia Room
- 6:00 pm—6:30 pm
BREAK: Relax on Your Own — Get Ready for the Gala Dinner and Auction
Get your wallets ready! The wild-and-crazy Gala Dinner and LIVE AUCTION is tonight! Who will be the Big Spender of the night? You?
- 6:30 pm—9:30 pm
Gala Dinner and Auction — George Gersema, Auctioneer
George Gersema in full-blown auctioneer mode is an awesome force of nature. You do NOT want to miss it!
Come join 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 elegant dinner (included with conference registration) and spend a little money for PACE’s benefit, won’t you?
Dress: dressy, party, or business casual, with or without bling
Sponsored every year by our valued partner, Slavic401k. Thanks, Slavic401k — you rock!
Wednesday April 30, 2025
- 12:00 am—11:00 pm
Departures — All Day
If you’re staying longer in New Orleans, have fun!
6:00 PM
Cordell Hull Memorial Dinner | Sat, April 25
By special reservation only – The Cordell Hull Memorial Dinner is indeed a very special pre-conference event. If you’d like to join us for this wonderful evening, please call Ray O’Leary at 804-338-4363. $500 per person.
7:30 - 8:30 AM
Registration and Networking Breakfast
8:30 - 9:00 AM
Welcome, Invocation, Flag Ceremony, & Kickoff
Don Taylor – PACE President and President, Personnel Plus, Inc.
George Gersema – PACE Conference Chairman
9:00 - 9:30 AM
Economic Recovery in a Post-Pandemic World
Presented by John Slavic – President and Founder, Slavic401k.com
Mr. Slavic will provide an analysis of the post-pandemic economy; specifically, the effects on small and medium sized businesses in the PEO model. He’ll also examine the emerging business environment to follow the pandemic economic shutdown.
9:30 - 9:40 AM
Quick Break
9:40 - 10:25 AM
Economic Recovery in a Post-Pandemic World, continued
Presented by John Slavic – President and Founder, Slavic401k.com
10:25 - 10:50 AM
Networking Break
10:50 - 11:35 AM
The Digital Transformation Sped Up: Now What?
Presented by Scott Klososky – Co-Founder, Future Point of View
With light at the end of the tunnel that we went into in 2020, it is time to think more expansively about what happened in the market with technology tools and processes and what that will mean to PEOs. We know the distributed workforce will expand. We know organizations learned how to use online collaboration tools at a higher level. We all learned how to use self-service technologies to get what we once did in person.
All of this adds up to new opportunities for PEOs to provide value in the market. Scott Klososky spends most of his time looking ahead so as to help others make wise strategy decisions. Come along on the journey as he describes the opportunities for you to invest in now, if you are willing!
11:35 - 11:45 AM
Quick Break
11:45 AM - 12:30 PM
The Digital Transformation Sped Up: Now What?, continued
Presented by Scott Klososky – Co-Founder, Future Point of View
12:30 - 1:30 PM
Networking Lunch
1:30 - 2:05 PM
Interlocking Outbound with Inbound for Maximum Growth
Presented by Ryan McInerney – President, Bluematter
Learn how to build a sales-first marketing funnel that makes your salespeople more effective and your marketers more valuable to the bottom line.
Ryan McInerney of Bluematter will show you the most cost-effective, scalable, and profitable tools and tactics your team of any size needs to assemble in order to achieve acceleration in the rebound.
2:05 - 2:15 PM
Quick Break
2:15 - 2:55 PM
Interlocking Outbound with Inbound for Maximum Growth, continued
Presented by Ryan McInerney – President, Bluematter
2:55 - 3:10 PM
Networking Break
3:10 - 4:10 PM
An Exclusive Inside Look at the US Congress Today and Tomorrow
Presented by Bill Sarpalius – Former Congressman and President/CEO, Advantage Associates
Who would have thought that a virus would disrupt the entire world? A virus that has impacted every business in the US and every PEO. We will talk about how the government has responded and the politics behind the trillions of dollars in stimulus money, not to mention the election drama and change in party power. Bill will give us his best assessment, as our man on the ground in D.C.
4:10 PM
Adjourn – Evening on Your Own
7:30 - 8:30 AM
Networking Breakfast
8:30 - 9:30 AM
Leading and Inspiring in Disruptive Times
Presented by The Zig Ziglar Team: Tom Ziglar – CEO, Ziglar, Inc.
You will learn:
~ How Disruption in the way we work has only started, and what you can do to thrive, not just survive
~ How Dream Alignment maximizes your People, Purpose, and Performance
~ The Ziglar Performance Formula
9:30 - 9:50 AM
Stretch Break
9:50 - 10:50 AM
Planting the Seeds of Greatness
Presented by The Zig Ziglar Team: Matt Rush – Inspirational Speaker and Farm Boy
Since the beginning of time, everyone has understood the necessity of planting seeds in the hope of a harvest. However, have we ever considered planting seeds in ourselves in order to do more, be more and have more than we ever thought possible?
The reality is, if we are going to create a new future for ourselves and our businesses, we must begin by looking internally for opportunities to grow. We must evaluate who we surround
ourselves with and their impact on our success.
And finally, it is easy to look back on the past, it is comfortable to enjoy the present, but we must plan for the future by planting new seeds to carry us forward.
10:50 - 11:15 AM
Networking Break
11:15 - 11:30 AM
New Opportunity for Small Focus Groups
Presented by David Avakian – Owner/Principal, DVA Consulting | PACE Secretary/Past President
The beauty of small focus groups is getting real-world advice for your specific needs and challenges — discussing solutions and cutting-edge technology in the privacy of a small group of PEO owners, experts and peers. It’s that very-focused help you might get when you hang around to speak with a presenter after their presentation–but you get brilliant ideas from the whole group. At PACE, we’re friends before competitors. This will be a great way to help each other!
11:30 AM - 12:00 PM
Selling with Inspiration
Presented by Phil Urso – Chief Sales Officer, Vensure Employer Services
Phil Urso has unique and extensive experience building and inspiring highly-effective sales teams across the United States. Get the recipe for his secret selling sauce and take it home to inspire your team!
12:00 - 1:00 PM
Networking Lunch & Elections
1:00 - 2:00 PM
Lively PEO Panel Discussion: What’s Working — and WHAT NOW?
Presented by Bobby Sarver, Britt Landrum III, Corey Hookstra, and Jim Grimm, with Torben Madson as Moderator. – PEO Industry Leaders
Oh, the stories we’ll hear! Don’t miss this panel discussion — it will surely be one of the highlights of the conference. Ask these energetic PEO leaders and experts what they would do with your most challenging business obstacles, and hear about theirs. How are they getting good sales leads? What WFH hacks have they learned? What should be done about the gap in coverage issue in Florida? Come ready with your questions or, even better, submit your questions for the panel to Kim Egginton in advance for an even more thoughtful answer. Maybe you have some insight to share that will help the group, too!
2:00 - 2:10 PM
Quick Break
2:10 - 2:40 PM
FINALLY! A Health Plan Lower-Wage Workers Can Afford!
Presented by Jim O’Connor – National Practice Leader, CBIZ PEO & Association Consulting
CBIZ is proud to be the Master Distributor of The Health Benefit Alliance (HBA) Partnership Program. The HBA mission is to give lower and moderate income workers access to truly affordable ACA-compliant health insurance built on COPAY PLANS, not High Deductible Plans! These are NOT MEC PLANS.
· Fully ACA compliant plans ranging from Bronze to Platinum plans.
· No Census Required for Proposals!
· No Employer Contribution Requirement!
· Low Participation Requirements!
· Available down to two (2) employees!
· Available in all fifty (50) states!
Join us as we finally solve the health insurance challenge for millions of Americans!
2:40 - 2:55 PM
Wrap-Up
George Gersema – PACE Conference Chairman
6:00 PM
Gala Dinner and Auction — George Gersema, Auctioneer
Come join 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, and spend a little money for PACE’s benefit, won’t you?
All Day
Departures
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Please take the opportunity to become an event sponsor! Without the help of sponsors, it would not be possible to have an event of the caliber you have come to expect at the PACE Conference. There are many different ways to sponsor.
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