How to Evaluate a PEO
Most businesses pick a PEO the same way they pick a phone plan, they compare the price, sign, move on. Then a year or two later, something breaks: a renewal spikes, an employee gets denied a benefit nobody thought to check, or a contract clause turns out to be a trap disguised as a convenience.
This session is built for the moment before that happens. We’ll start with the basics of what a PEO is, and how to tell if it’s even solving the problem you have, before anyone gets a chance to sell you something you don’t need. From there, we’ll explore an evaluation framework: the contract terms that quietly decide how much leverage you’ll have later, the growth math that can turn a good deal into a bad one without you noticing, and the ongoing management a PEO relationship needs even after the ink is dry.
And along the way, we’ll get into two things almost no one asks about before signing: one hiding in three letters of certification, the other buried in a single word in your plan documents that can have outsized consequences for your company and your people.
If you’re evaluating a PEO, already in one, or wondering if you’ve outgrown yours, this hour will leave you with clarity on what to do next
- A framework for managing the PEO relationship long-term including who should own it internally, so it never becomes a “set it and forget it” decision
- A practical checklist of questions to ask any PEO before you sign
- A clear read on how to tell if a PEO that saves you money today will still be saving you money once you scale
- What CPEO certification means for your decision
- The one question about your plan that almost no one asks and why it can directly affect the coverage your employees actually get
Join us to learn how.
This program is valid for 1 PDC for SHRM-CP® or SHRM-SCP® recertification.
This program has been pre-approved for 1 recertification credit hour toward aPHR®, aPHRiâ„¢, PHR®, PHRca®, SPHR®, GPHR®, PHRiâ„¢ and SPHRiâ„¢ recertification through HR Certification Institute® (HRCI®).Â
Meet Your Speakers:
Tiffany Patel, HR Consultant
Tiffany is a seasoned HR leader and strategic partner with over 15 years of experience building and scaling people operations across startups, SMBs, tech firms, and marketing agencies. Known for her practical, people-first approach, Tiffany thrives at the intersection of systems, culture, and compliance helping founders and teams navigate rapid change while staying grounded in values and results. Her background spans a wide range of industries and environments, with hands-on experience managing global HR operations in the U.S., Canada, Mexico, and the U.K.
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