Tuesday, August 8, 2017

Professional Employer Organization (PEO) Breakout

Sponsored by The National Association of PEOs (NAPEO), and The Florida Association of PEOs (FAPEO)
 

9:00 – 4:15 pm    
Grand Ballroom 7B 
Convention Level
(Entrance through corridor between Grand Ballrooms 7 & 8)

Program Moderator: 
Abram Finkelstein
President
StaffLink Outsourcing, Inc.
Plantation, FL
    
9:00 – 10:00 am    
Accountability in the PEO Industry--Posting Big Wins for PEOs and their Claims Team—The Sequel 

    
Moderator:
Robert C. Barrett, Attorney
Rissman, Barrett, Hurt, Donahue, McLain & Mangan, PA
Orlando, FL 
    
Panel: 
Andrew Olwert
President
Next Level Administrators
Sarasota, FL
    
Paul Hughes
Chief Executive Officer
Libertate Insurance
Orlando, FL 
    
Debra Hetzer
Vice President of Risk Management
PEMCO
Sarasota, FL
    
Phil Herron
Director of Risk Management
Continuum HR
Atlanta, GA

They are back! Last year’s breakout about accountability in the PEO industry played to rave reviews and created a buzz in the industry. This year, we are fortunate to have returning to the panel Andy Olwert, President of Next Level Administrators, a TPA handling PEO claims nationwide. Also back as the moderator is Robert Barrett, Attorney with Rissman, Barrett in Orlando. Bob has devoted a significant portion of his practice in recent years to litigating and defending PEOs. Paul Hughes, founder and CEO of Libertate Insurance, and one of the most sought-after speakers in the business, is also returning. Joining the panel for the first time are John Kocke, President of CoreCare Management, Debra Hetzer, Vice President of Risk Management with PEMCO, and Phil Herron, Director of Risk Management with Continuum HR, who will share their insight and wisdom gained from many years in management of PEOs. Last year, this panel focused on how to integrate all of the stakeholders in the PEO equation into the process and how to make them accountable for their performance. This year’s panel examines the results a year later and puts the finishing touches on designing a strategy for producing sure-fire results in the short run and a process for ensuring success for years to come.
    
10:00 – 10:15 am    
Break
    
10:15 – 11:15 am    
Returning Injured Workers To Work in the PEO Setting

    
Moderator:
Deborah L. Eldridge, Attorney
Abbey Adams Byelick & Mueller, LLP 
St. Petersburg, FL 
    
Panel:
Debra Livingston
Co-Founder
ReEmployAbility
Tampa, FL 

Tammy Martin, CWCL
Director of Quality Management
Encompass Specialty Surgical Network
Tampa, FL

Returning injured workers to work in the PEO setting is particularly challenging. Oftentimes, client companies are reluctant to assist in getting injured workers back to work. This session will explore return-to-work challenges specific to PEOs and discuss various options and approaches for return-to-work programs which may prove helpful to PEO professionals and the claims adjusters who handle their claims.

11:15 – 11:30 am    
Break

    
11:30 – 12:30 pm    
Effective Strategies To Identify And Manage Premium Fraud

    
Moderator:
Jeffrey Rendel
Principal
Hourglass Professional Consultants
Jupiter, FL
    
Panel:
Brian S. Fischer, Attorney
Brian S. Fischer, PL
General Counsel
Enterprise HR
St. Petersburg, FL
    
Andrew Sabolic
Assistant Director 
Department of Financial Services
Florida Division of Workers’ Compensation
Tallahassee, FL

This session will address the impact premium fraud has on the overall workers’ compensation system, strategies PEOs can employ to identify perpetrators within their client base, and suggestions for working with insurance carriers to prosecute premium fraud. The investment in a fraud mitigation program for PEOs is far greater given the additional exposures under a co-employment agreement. Take steps to protect yourself!
    
12:30 – 2:00 pm    
Lunch           
             
Sponsored by SUNZ Insurance
  
Workers’ Compensation Legal and Legislative Changes Impacting PEOs 
    
Panel: 
Daniel Harris
Senior Director of State Government Affairs
National Association of Professional Employer Organizations
Alexandria, VA
    
Farrah Fielder, Attorney
General Counsel
National Association of Professional Employer Organizations
Alexandria, VA
    
Torben Madson, Attorney
General Counsel
Florida Association of Professional Employer Organizations
Apalachicola, FL

This session deals with the latest from NAPEO on issues around the country regarding workers’ compensation regulation.
    
2:00 – 3:00 pm    
Hot Topics for Carriers

    
Moderator:
Torben Madson, Attorney
Miller Tack & Madson
Apalachicola, FL
    
Panel:
Gene Levine
VP of Underwriting
SUNZ Insurance Company
Sarasota, FL
    
Cindy Howard
Director of Claims
Normandy Insurance
Deerfield Beach, FL
    
Debra Daly 
Vice President of PEO Specialty Underwriting
AIG
New York, NY
    
Cooper Wallach
Sr. Vice President
Houston International Insurance Group
Houston, TX

Robert Morris
VP Casualty Underwriting
Zurich Insurance
Atlanta, GA

Be sure to attend this session which will feature an action-packed and highly topical presentation from representatives of insurance carriers servicing the PEO workers’ compensation market. The topics that will be discussed will include the impact of medical marijuana on claims management, managing medical costs, carrier rates and the impact of minimum premium policies. 

3:00 – 3:15 pm    
Break

    
3:15 – 4:15 pm     
PEO Primer for Claims Handlers

    
Panel: 
Torben Madson, Attorney
Miller Tack & Madson
Apalachicola, FL
    
Abram Finkelstein
President
Stafflink Outsourcing, Inc. 
Plantation, FL 

Tommy Swonger
Director of Claims
Dnata (Dubai National Air Transport Association) 
Orlando, FL

Claims handlers are well versed in adjusting cases involving an employment relationship between a direct employer and employee. However, the nature of the PEO relationship can add significant complexity to the claims analysis process. This session will provide you with the essentials of the PEO-client arrangement, why client service agreements are important, as well as managing liability and exposure with the PEO as your partner. Attendees will gain an understanding of the co-employment and the PEO business model.