Sail to Success in 2023!
PACE 2023 Annual Conference
St. Pete Beach, FL
APRIL 23 – April 26 | Sun – Wed | ST. PETE BEACH, FL
Masks and Vaccines NOT Required
Keynote Speaker: To Be Announced
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Bring Your Leaders: C-Suite, HR, Benefits, Tech, Sales, and Marketing!
PACE Members: $750 ($850 after 1-31-23)
Non-members: $1,000 ($1,100 after 1-31-23)
Event Overview
Get “Big-PEO” Power!
Register Your Team.
Strategize with Your Peers.
Leverage New Growth Opportunities.
We Grow Together By Combining Our Genius
We Need Each Other More Than Ever!
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 and guard against uncertainty. 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 2023 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 – TO Be UPDATED as 2023 speakers are confirmed
Thought Leaders. Industry Experts You Trust.
George Gersema
Conference Chairman
PACE
Kim Egginton
Executive Director and CEO
PACE
John Slavic
Owner
Slavic401k
Scott Klososky
Founder
Future Point of View
Hon. Bill Sarpalius
CEO, Advantage Assoc. Int’l
Former US Congressman
Bobby Sarver
CEO, Continuum HR
PACE President
Phil Urso
Chief Sales Officer
Vensure Employer Services
III, Esq
Shareholder
The PEO Law Firm, LLC
Nick Meyers
President
Werkberry
Britt Landrum, III
CEO & President
LandrumHR
The Schedule
Last Year’s Conference Agenda
Events, times, and speakers will be updated to 2023 as they are confirmed.
Special Pre-Conference Event
Saturday, April 22, 2023 – 6:30 PM
Cordell Hull Memorial Dinner
By Special Reservation Only
The Cordell Hull Memorial Dinner is indeed a very special pre-conference event. Join us for this wonderful evening! Seating is limited; secure your spot soon!
$550 per person. 6:30pm
Saturday March 12, 2022
- 6:30 pm—9:00 pm
Cordell Hull Memorial Dinner (Pre-Conference)
The Cordell Hull Memorial Dinner is indeed a special, intimate meal with great people who support PACE. It’s a $500 per plate fundraiser for PACE. The food is always exquisite and plentiful, whether it is served plated or family-style, like this year.
Meet at the entrance to the bar off the lobby of the historic Hotel Emma in the Pearl Brewery at 6:30pm:
136 E Grayson St, San Antonio, TX. It’s 1.09 miles from our hotel.
It’s a pretty cool bar and hotel! Some may want to arrive early to enjoy the eclectic bar on their own before we go our private room at 6:30pm for PACE drinks and dinner in honor of Cordell Hull.
Sunday March 13, 2022
- 10:00 am—2:30 pm
Legendary Golf at the Historic Quarry
Swing into a round of golf! Dating back to 1908, the historic Quarry Golf Course was chiseled from stone to create the most dramatic golf course in Texas. In fact, the Quarry is the top golf course in Texas and continues to lead the Texas Tourism market as the must-play for corporate outings and visitors to San Antonio!
Meet at The Quarry: 444 E Basse Rd, San Antonio, TX. It is 6.5 miles from our hotel. First tee time is 10:00 AM.
- 1:00 pm—5:00 pm
PACE / FPOV Executive Advisory Board Kickoff
Created, facilitated, and led by Scott Klososky’s talented EAB team: our valued partner, FPOV (Future Point of View.) Thanks, FPOV! You rock!
This meeting is restricted to PACE’s PEO members who are also Executive Advisory Board (EAB) members. Interested? More info at https://fpov.com/pace-eab/
To see if joining a PACE / FPOV EAB makes sense for you, please email Scott Brady well before the conference to schedule your inquiry meeting/interview with a facilitator. scottb@fpov.com
Executive Board Room, 2nd Floor
- 5:30 pm—6:30 pm
Registration
Sponsored by CBIZ all three days. Thank you, CBIZ — you rock times three!
Iberian Ballroom, 5th Floor
- 6:30 pm—8:00 pm
Welcome Reception
Enjoy some time networking, greeting old friends, and making new ones at this hosted reception near the pool at our hotel. Come and enjoy the wonderful ambiance of San Antonio’s historic La Mansión del Rio on the fun and famous River Walk.
Sponsored by AmWINS Group and SUNZ Insurance. Thank you, SUNZ and AmWINS — you rock!
El Capistrano, 1st Floor, adjacent to the pool
Monday March 14, 2022
- 7:30 am—8:30 am
Registration and Networking Breakfast
Madero, 5th Floor, to the right and down the hall when you’re facing the Iberian Ballroom
- 8:30 am—9:00 am
Air Force Color Guard, Welcome, Invocation, and Kick-Off
Presented by Bobby Sarver – PACE President and CEO, Continuum HR
Kim Egginton – PACE Executive Director and CEO
Conference A/V Sponsored by our valued partner, isolved Network, all three days. Thank you, isolved Network — you rock times three!
Iberian Ballroom, 5th Floor
- 9:00 am—10:15 am
The Grand Reordering
Presented by John Slavic – President and Founder, Slavic401k.com
The unprecedented economic conditions of the past three years are ushering in a period of dramatic economic, political, social and commercial change that we are currently in the midst of in 2022. The reordering is putting in place a new paradigm that will require all businesses to adapt to it for success. The PEO model will not only be part of that, but lead the way for small and medium-sized businesses.
Iberian Ballroom, 5th Floor
- 10:15 am—10:45 am
Networking Break
Sponsored by Payroll Funding, UKG, Inc., and Multikrd LLC. Thank you, Multikrd, UKG and Payroll Funding — you rock!
Iberian Ballroom, 5th Floor
- 10:45 am—11:45 am
Special D.C. Insider’s View of Today’s Unique Political Landscape
Presented by Hon. Bill Sarpalius – Former US Congressman, 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. He will give us an inside look at the main issues before the 117th Congress and the politics behind those issues. Can President Biden turn it around? Will we get back to any sense of normal? What, if anything, are Democrats able to pass? Do Republicans take back control of Congress and, if so, what will they do? What does the January 6th Select Committee come up with – and when? How do we get control on Immigration? Bill will give us an inside look at the fall elections and how they will affect control of Congress.
Iberian Ballroom, 5th Floor
- 11:45 am—12:00 pm
New PEO Legislation: Friend or Foe?
Presented by Don Taylor – President, Personnel Plus, Inc. and Former PACE President
Is HB1520 regarding PEOs doing business in Mississippi a harbinger of things to come for PEOs in all 50 states? It has passed the MS House and gone to the Senate. Is it a wolf in sheep’s clothing, nothing to worry about, or something in between? Don has been in the thick of things in Mississippi and will bring us up-to-date. In the meantime, you’d do well to thoroughly check your own state(s) for bills that affect PEOs!
Iberian Ballroom, 5th Floor
- 12:00 pm—1:00 pm
Networking Lunch
Sponsored by MetLife & Pro Software. Thank you, Pro Software and MetLife — you rock!
Madero, 5th Floor, to the right and down the hall when you’re facing the Iberian Ballroom
- 1:00 pm—2:00 pm
You Be the Judge!
Presented by Torben S. Madson, III, Esq – Partner, The PEO Law Firm, LLC
IS SWIMMING IN THE RIVER IN DOWNTOWN SAN ANTONIO A COMPENSABLE ACCIDENT? YOU BE THE JUDGE!
WHEN CLAIMS MEET REALITY, WACKY THINGS ARE BOUND TO HAPPEN!First, he brought you “Bringing Sexy Back” (twice) and then, he cured your Bourbon Street blues with “Are Hangovers from Hurricanes and Frozen Daiquiris Compensable Claims.“ Now, he is in Texas and as politically incorrect as ever but with even more beads. Prepare yourself for an hour of fun as Torben takes us through an interactive discussion of trends in workers’ compensation and litigation. Fair warning though — you may want to order your boat drinks ahead of time despite those resort prices!
Iberian Ballroom, 5th Floor
- 2:00 pm—2:30 pm
Networking Break
Sponsored by:
Ameritas BlueStar Retirement, Sundial Timekeeping, and Pendella Technologies.
Thank you, Pendella, Sundial and Ameritas BlueStar — you rock!
Iberian Ballroom, 5th Floor
- 2:30 pm—3:10 pm
Roundtable Discussions & Wine Tasting - 1st Session
Sit at the first table you chose online! It’s like Musical Chairs with tables 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.Sponsored and presented by:
Madero, 5th Floor, to the right and down the hall when you’re facing the Iberian Ballroom
- 3:10 pm—3:50 pm
SWITCH! Roundtable Discussions & Wine Tasting - 2nd Session
Sit at the first table you chose online! It’s like Musical Chairs with tables 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.Sponsored and presented by:
Madero, 5th Floor, to the right and down the hall when you’re facing the Iberian Ballroom
- 3:50 pm—4:30 pm
SWITCH! Roundtable Discussions & Wine Tasting - 3rd Session
You may sip your taste of wine through the 3rd session and beyond. Hang out and network afterward!
Sit at the first table you chose online! It’s like Musical Chairs with tables 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.Sponsored and presented by:
Madero, 5th Floor, to the right and down the hall when you’re facing the Iberian Ballroom
- 4:30 pm—5:00 pm
Linger Longer: Networking
No rush to finish your wine. Stay and get to know everyone in the PACE community!
Madero, 5th Floor, to the right and down the hall when you’re facing the Iberian Ballroom
- 5:00 pm—
Adjourn – Have a great evening on your own, y'all!
Tuesday March 15, 2022
- 7:30 am—8:30 am
Networking Breakfast
Sponsored by PayPlus Software. Thanks, PayPlus — you rock!
Madero, 5th Floor, to the right and down the hall when you’re facing the Iberian Ballroom
- 8:30 am—10:00 am
PEOs, People, & Technology: A look ahead for the next three years
Presented by Scott Klososky – Co-Founder, Future Point of View (FPOV)
The digital evolution of the PEO industry stops for no one. The pandemic years have had an interesting influence on speeding up the adoption of new technologies and have changed the workforce forever. Many of these dynamics work in favor of PEOs and a few are potholes to avoid. This year, Scott will present a more thought-leading presentation that is geared to help PEO leaders make sound decisions on future technology investments. Lest you think this will be all about machine intelligence and new capabilities, know that the role that humans are playing in the digital transformation is becoming more integral. This means new topics like IT decentralization, centaur employees, and the impact of high-digital use on people will be discussed. Scott has been accurate at predicting what PEO leaders need to focus on in the future and this new content will be no different.
Iberian Ballroom, 5th Floor
- 10:00 am—10:30 am
Networking Break
Sponsored by Barrow Group and Equifax Workforce Solutions.
Thanks, Equifax and Barrow Group — you rock!
Iberian Ballroom, 5th Floor
- 10:30 am—10:45 am
The Naked Truth About Executive Advisory Boards
Presented by Scott Klososky – Co-Founder, Future Point of View
Kim Egginton – PACE Executive Director and CEO
Don’t worry, the only thing that will be naked here is the truth about EABs (Executive Advisory Boards) with FPOV (Future Point of View.) Scott always teaches us something new and often teaches us something surprising. His team’s EABs are no exception to his history of excellence.
Iberian Ballroom, 5th Floor
- 10:45 am—11:30 am
How to Handle the Continuing Mental Health Crisis in the Workplace
Presented by: The Center for Health Care Services Mental Health Experts:
Dr. Rene Olvera, Chief Medical Officer & Psychiatrist; Lauro Garza, VP of Operational Safety Risk Management; and Dora Snedeker, RN, BSN, QMHP, and Client’s Rights Officer
Mental health has become a huge component in the workplace, affecting overall wellness, productivity, absenteeism, liability, and creating challenges for employees, businesses, and PEOs alike. Are EAPs (Employee Assistance Programs) the answer? What is the PEO’s role?
The members of this panel are experts at dealing with both the physical and mental strain of COVID and experts on programs they have used and recommended for employers as we (hopefully) come to the endemic stage.
The Center for Health Care Services provides integrated care to improve the lives of children and adults with mental health conditions, substance use challenges, and intellectual or developmental disabilities.
Iberian Ballroom, 5th Floor
- 11:30 am—12:00 pm
Non-Negotiables
Presented by Phil Urso – Chief Sales Officer, Vensure Employer Services
What are your Non-Negotiables? Put your flag in the ground!
Iberian Ballroom, 5th Floor
- 12:00 pm—1:00 pm
Networking Lunch
Sponsored by TAG Financial and McHenry Consulting. Thanks, McHenry Consulting and TAG Financial — you rock!
Madero, 5th Floor, to the right and down the hall when you’re facing the Iberian Ballroom
- 1:00 pm—2:00 pm
KEYNOTE: Surviving 9/11 at The Pentagon | Inside the High Levels of the Air Force
Presented by Ret. Major General Jack B. Egginton – General Egginton is a 9/11 Pentagon Survivor, and former Executive Officer to the Chief of Staff of the Air Force, Director of Air and Space Operations of U.S. Air Forces in Europe, Air Force Base Commander at Laughlin AFB, Texas, and F-16 Fighter Pilot and Instructor. His stories range from profound, to funny, to awe-inspiring.
Sponsored by our valued partner, VensureHR. Thank you, VensureHR — you rock!
Iberian Ballroom, 5th Floor
- 2:00 pm—2:30 pm
The Pandangit, PACE Elections, & How to Think and Succeed
Presented by Kim Egginton – PACE Executive Director and CEO
You might think Kim would be the last person you’d want teaching you to retrain your brain, but the science behind it is impressive.
Iberian Ballroom, 5th Floor
- 2:30 pm—3:00 pm
The Current Hiring Crisis & New Labor Force Realities
Presented by Nick Meyers – President, Werkberry
An already-tight labor market was thrown into a tailspin with the political and economic response to the COVID-19 Pandemic. Now, as businesses recover, reopen, and attempt to grow, they are not able to find and hire staff. Join us as we dive into the data: what really happened, where are all the willing workers, and what employers need to do differently moving forward.
Iberian Ballroom, 5th Floor
- 3:00 pm—3:15 pm
Wrap-Up
George Gersema – PACE Conference Chairman
- 3:15 pm—6:30 pm
Relax on Your Own
Rest up! 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 Live 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?
The Big Spender gets a $500 Amazon Gift Certificate as a prize for spending the most at the auction!
Sponsored every year by our valued partner, Slavic401k. Thanks, Slavic401k — you rock! And congratulations, John Slavic, on 35 years of well-deserved success!
Wednesday March 16, 2022
- 12:00 am—11:00 pm
Departures -- All Day
Many are staying a day or two longer to see the River dyed GREEN for St. Patrick’s Day!
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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