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PEO 101: How HR Outsourcing Can Help You and Your Clients During Uncertain Times


Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Personnel/Human Resources
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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. Join our panel of CPAs and industry experts as they discuss the most critical elements you need to know about PEOs, from how they work and their benefits to the role they can help play in a crisis so your firm and your clients can both continue moving your business forward. 

Learning Objectives:

After attending our panel discussion, you will be able to:

  • Understand what a Professional Employer Organization is and what HR Outsourcing entails

  • Recognize the differentiating factors between PEO providers

  • Determine how you and/or your clients can benefit from using a PEO for your/their business

  • Identify triggers in your clients’ businesses that would indicate consideration of a PEO

  • Educate your clients on how a PEO can be a support for their business during unprecedented times



Tom founded PEO Spectrum in 2009 to improve the efficiency by which a company can find, switch, and negotiate with the nation’s top 100 PEOs. In his role as CEO, Tom monitors the performance and health of PEOs to ensure PEO Spectrum clients have access to the best PEO companies and the brightest people working there. Tom’s hands-on leadership challenges each employee and partner to deliver with excellence, honoring PEO Spectrum’s commitments to transparency, speed, and integrity. Taking an instrumental role in working with clients, nothing excites Tom more than speaking with customers and breaking down complex issues into understandable, relatable solutions. He holds a B.A. in Public & Private Sector Organization and Sociology from Brown University.

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Jason leads Mazars’ Entrepreneurial Business Services group, delivering advisory, accounting, outsourcing and tax services to owner-managed and high-growth businesses. With nearly 20 years in public accounting, Jason has advised a wide-range of businesses, from family-held companies to multinational corporations, mainly in the manufacturing and distribution space. 


Christina is a certified Chartered Global Management Accountant who is active in a number of professional organizations, including the Virginia Society of CPAs, the Maryland Society of CPAs, the American Institute of Certified Public Accountants, the Virginia Board of Accountancy, and Tidewater Chapter of the Virginia Society of CPAs. Christina is also a proud member of the National Association of Professional Women, an organization which she has earned awards from for multiple years now. She provides independent financial analysis in addition to tax, bookkeeping, and accounting services.

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Mike is Division Vice President of ADP’s Human Resource Outsourcing (HRO) Northeast region, overseeing sales & strategy of ADP’s HRO solutions to small and mid-size organizations. Mike is a tenured leader with deep industry knowledge of Professional Employer Organizations (PEOs), having spent more than 21 years with ADP, 17 of which being with the HRO division.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved (Sponsor Id#: 111889) 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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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At ADP®, we’re designing better ways to work through cutting-edge products, premium services and exceptional experiences that enable people to reach their full potential. HR, Talent, Benefits, Payroll and Compliance informed by data and designed for people.

With unmatched expertise and solutions, we partner with forward-thinking accounting professionals who value being essential to their clients' success. ADP offers accounting professionals’ the most flexible partner models, powered by quick & easy insights from the most complete set of solutions for your firm & your clients. All backed by dedicated expert support with a human touch. You'll also receive anytime access to your authorized client data, seamless general ledger integration and complimentary practice tools with our award-winning Accountant Connect platform.  Learn more at