Best Practices for PEO Selection and Management

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Best Practices for PEO Selection and Management

Learn the best tips & tricks for choosing and managing the right PEO for your nonprofit.

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About this event

With over 7,000 different PEO's to choose from in the Marketplace, it can be overwhelming to decide which PEO is best suited for the needs of your nonprofit. HR and Finance leaders are invited to join us to learn best practices when choosing and managing a PEO relationship for your nonprofit.

Key Takeaways:

  • Attendees will learn how to compare and choose the right PEO for your nonprofit.
  • How to understand their bill and the total cost of a PEO to their nonprofit.
  • What metrics to use when evaluating the performance of their PEO.
  • Key considerations & implications of transitioning out of a PEO.

This workshop will be presented by Mark Dungan, VP of Employee Benefits at USI & Brendan Riffle, Senior Consultant & VP of Employee Benefits at USI

Key Area(s) of Excellence: Human Resources

Participants who complete the post-session evaluation can receive a PDF copy of the presentation.

Not sure if your organization is a member? Check out our member directory. If your organization is not a current member of Nonprofit New York, visit our website for more information on joining.

Please Note: This meeting is open to staff and board members of current Nonprofit New York member organizations and non-member organizations. Organizations may send more than one individual to participate, HOWEVER if the event sells out registration may be limited to ONE person per organization due to space constraints.

If your organization is not a current member of Nonprofit New York, visit our website for more information on joining.

Refund policy: Registrants who cancel their registration on or before 1 week will receive a full refund. Those who cancel on or before DAY PRIOR will receive a 50% refund. No refund will be made for cancellations made on or after DAY OF. All cancellations must be submitted in writing.


Registration is required. Please be advised that by registering for this event, unless we hear from you otherwise, we will include you as part of our regular mailing list. Please also be advised that the event will be recorded by Nonprofit New York. By enrolling for this event, you hereby: (1) give consent for Nonprofit New York or any third parties to use your photograph or image in its print, online and video publications; (2) release Nonprofit New York, its employees and any outside third parties from all liabilities or claims that you might assert in connection with the above-described uses; and (3) waive any right to inspect, approve or receive compensation for any materials or communications, including photographs, videotapes, website images or written materials, incorporating photos/images of you. To revoke this waiver, please email Programs Manager, Darby Masland,