myCPE

The Fundamentals of PEOs: Everything You Need to Know to Find, Refer and Work with a Professional Employer Organization 1 Credit

Nov 16, 2021, 02:00 PM ET

The Fundamentals of PEOs: Everything You Need to Know to Find, Refer and Work with a Professional Employer Organization 1 Credit

  • Rating

    4.4

  • Published on

    December, 1969

  • Subject Area

    Personnel/Human Resources

Learning mode

Live Webinar
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Nov 16, 2021, 02:00 PM ET

Learning Objectives

  • To identify what a Professional Employer Organization is, and what defines a PEO versus other HR Outsourcing vendors (Co-employment)
  • To explore the advantages and disadvantages of a PEO relationship
  • To identify what companies best fit the PEO model
  • To recognize the main bodies of accreditation for PEOs
  • To differentiate between PEO Vendors
  • To explore how to calculate the costs of a PEO
  • To recognize how to procure and analyze quotes from PEOs

Course Overview

During these uncertain times, it is even more important for businesses to have help navigating employee issues like workplace safety, compliance, HR, payroll, and employee benefits. Outsourcing HR through a Professional Employer Organization (PEO) solution is something accounting professionals and their clients can consider for that level of support.

This CPE course is a must-attend for CPAs and Financial Advisors so that they can provide professional guidance to their clients as well as for CEOs, business owners, Senior HR professionals, A professional employer organization (PEO) is an organization that enters into a joint-employment relationship with an employer by leasing employees to the employer, thereby allowing the PEO to share and manage many employee-related responsibilities and liabilities. This allows employers to outsource their human resource functions, such as:

  • Recruiting and hiring
  • Payroll administration
  • Unemployment administration
  • Worker’s compensation administration
  • Compliance assistance
  • Family and medical leave act administration


This Online CPE webinar covers the following Key Topics:

  • An Introduction to PEOs
  • Changes within the PEO industry
  • The advantages and disadvantages of the PEO model.
  • How the services provided by PEOs can benefit the industry
  • Key highlights of PEO services such as healthcare costs, HR administration, workers compensation, and tech platforms
  • Insights on how different PEO vendors compare, discuss costs, and provide tips on how to best shop for a PEO.
  • To identify what companies best fit the PEO model
  • Discuss costs and provide tips in order to finalize the most suitable PEO for your client/organization

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Personnel/Human Resources for Certified Public Accountants (CPA-US) 1 CPE Approved
CPA in Canada 1 CPD Eligible
Business Acumen for SHRM Professionals (Approval No. 21-7CQHJ) 1 PDC Approved
Certified Management Accountants (CMA) 1 CPE Eligible
Personnel/Human Resources for Human Resource Certification Institute (HRCI) (Approval No. 543911) 1 RCH Approved
Certified Wealth Strategist (CWS) 1 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
License details Credits Status
Personnel/Human Resources for Certified Public Accountants (CPA-US) 1 CPE Approved
CPA in Canada 1 CPD Eligible
Business Acumen for SHRM Professionals (Approval No. 21-7CQHJ) 1 PDC Approved
Certified Management Accountants (CMA) 1 CPE Eligible
Personnel/Human Resources for Human Resource Certification Institute (HRCI) (Approval No. 543911) 1 RCH Approved
Certified Wealth Strategist (CWS) 1 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Robert Misseri

Robert Misseri

Senior PEO Consultant, PEO Spectrum

  • 4.4
  • rating
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An integral component to PEO Spectrum’s long-term growth, Rob has witnessed the company grow from a boot-strapped startup to the first nationwide comparison service for the PEO industry. Familiar with the intricacies of small business, Rob has successfully worked with 100s of PEO clients from start-ups, internationally based companies, along with companies that have hundreds of employees. Rob studied Accounting at Long Island University.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

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NB

Nicole Bartle, CPA (US)

5

I feel that many of the myCPE classes are beneficial. Today's webinar included. What I've noticed become the trend is the lack of time for any questions. I would have preferred to hear some answers to the questions posed in the Q&A rather than shameless plugs for the company presenting.

FM

Fiona Miceli, Human Resources

5

Finally, I gained knowledge that an organization could hire the backing of a P.E.O. (human resource expertise) that would not show prejudice in favor of or against one thing, person, or group compared with another, usually in a way considered to be unfair.

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