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

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • HRCI
  • SHRM
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

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

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

Recommended For

This CPE webinar is recommended 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.

    Who Should Attend?

    • Accounting Firm
    • Accounting Managers
    • Assistant Controllers
    • Business Owner
    • CEO
    • Certified Management Accountant (CMA)
    • CFO/Controller
    • Chartered Professional Accountant
    • CPA (Industry)
    • CPA - Mid Size Firm
    • CPA - Small Firm
    • CPA in Business
    • HR Professionals
    • Human Resources Manager
    • Senior Accountant
    • Young CPA

    Course Qualification

    Webinar Qualifies For

    • 1 RCH Credit of Personal/ Human Resources for Human Resource Certification Institute (HRCI) (Approval No. 543911)
    • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
    • 1 CPE Credit of Personal/ Human Resources for Certified Public Accountants (CPA-US)
    • 1 CPE Credit of Personal/ Human Resources for Certified Public Accountants (CPA-US)
    • 1 CPE Credit for Certified Management Accountants (CMA)
    • 1 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 21-7CQHJ)
    • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
    • 1 CE Credit for Certified Wealth Strategist (CWS)
    • 1 General Credit for Accountant/Bookkeeper/Tax Professionals

    Additional details

    • Course Level :
      Basic
    • Credits :
      1
    • Instructional Method :
      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 through its website: www.NASBARegistry.org.

    Presenter

    About Presenter

    Robert Misseri

    Senior PEO Consultant, PEO Spectrum

    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.

    About Company

    PEO Spectrum

    peospectrum.com

    PEO Spectrum is the first and largest free comparison service, helping companies shop, compare & negotiate with Professional Employer Organizations (PEO). PEO Spectrum partners with 100+ PEOs nationwide and helps companies navigate through the ever changing PEO industry.  

    Faq

    FAQs content

    • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
    • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
    • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
    • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
    • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
    • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
    • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
    • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
    • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
    • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

    Ratings and Review

    4.4

    1171 Ratings

    Excellent

    624

    Very Good

    444

    Average

    97

    Poor

    4

    Terrible

    2

    NB

    Nicole Bartle, CPA (US)

    Jan 5th, 2021

    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

    Feb 2nd, 2021

    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.

    AB

    Alison Brannon

    Jan 5th, 2021

    The presentation covered a lot of information but was presented in an organized fashion with a great balance of high level and explanation. They also did a great job of answering the Q&A quickly and thoroughly during the presentation.

    JR

    Jonathan Reid, CPA (US)

    Jan 20th, 2021

    This was a great intro to PEOs. I liked the real world examples of the current leaders in PEO services as well as the comprehensive and unbiased overview of PEO fees.

    SO

    Stanley Orr, Accountant

    Jan 6th, 2021

    It was a rich webinar experience for me. I gained much about the PEO. I am happy that I had selected MyCPE. I will recommend it to my colleagues and friends.

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

    FREE

    1 Credit

    Subject Area

    Personal/ Human Resources

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