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)
  • SHRM
  • CFIRS
  • CWS

Published: June, 2021

Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • What is a Professional Employer Organization
    5 mins
  • PEO Client Profiles
    10 mins
  • Differences in PEOs
    16 mins
  • Health Insurance with a PEO
    23 mins
  • State Unemployment Taxes
    33 mins
  • How to Quote PEOs
    43 mins

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 webinar 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 professional, 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 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


Click to access more webinars Courses for SHRM & HRCI Professionals | Free CPE Webinars | Free Ethics Courses

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 Online Continuing Professional Education webinar is recommended for CPAs, HRCI, SHRM, and any other professional working in Human resources at any level

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • CFO/Controller
  • Chartered Professional Accountant
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • HR Professionals
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 21-7CQHJ)
  • 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 for Certified Management Accountants (CMA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • 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

Thomas Farrell

Founder, PEO Spectrum

Tom founded PEO Spectrum 12 years ago after working at a PEO and identifying a need in the market for a PEO-focused brokerage service, providing free PEO comparisons and expert advice to help companies navigate the industry.

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

4.5

301 Ratings

Excellent

173

Very Good

98

Average

29

Poor

1

Terrible

0

JR

Jordyn Reid, CPA (US)

Sep 9th, 2021

This course was perfect for me, as someone who is familiar with the concept of PEOs but knows very little about how they work or what's available. This webinar will help me to speak intelligently about PEOs with clients in the future.

DR

Dawn Record, HRCI - aPHR

Aug 26th, 2021

We have utilize a benefits broker for several years and this is the first i have heard of a PEO. Very informative and will review the concept with my leadership team. Excellent webinar !

LK

Leah Kleeman, SHRM

Apr 4th, 2022

I've learned so much. The presentation was so clear and easy to follow.

KS

Karl Svazas, CPA (US)

Sep 8th, 2021

Interesting HR Option

CL

Christine Levin, CPA (US)

Dec 9th, 2021

Great intro to PEOs!

We use cookies to make your experience on this website better