Exiting a PEO – Best Practices for a Smooth Transition
July 16, 2026 | 11:00 AM - 12:00 PM PT
With rising costs, renewal fatigue, and limited flexibility, 2026 is shaping up to be the “Year of the PEO Exit.” Many employers are preparing to transition away from their PEO, but underestimate the complexity involved. From payroll to tax compliance to benefits administration, the risks of a mismanaged exit are significant. In this session, we’ll outline a step-by-step framework for a successful PEO transition. Attendees will hear best practices for preparing systems and teams, lessons learned from real-world transitions, and practical guidance on reducing compliance risk and avoiding disruptions to employees.
Key Takeaways:
- Red flags that suggest it may be time to exit a PEO.
- How to evaluate and select the right HR and benefits technology during a transition.
- Common implementation pitfalls and how to avoid them.
- Compliance and tax considerations HR leaders often overlook.
Sponsored By:
Location
Virtual - Zoom
Program Cost
SHRM Member: FREE
SHRM Non-Member: FREE
Program Speakers
Amanda Jueneman, GBA VP of HR Technology Consulting | HCM Unlocked
Amanda Jueneman is an independent HR technology consultant and the Practice Leader at HCM Unlocked, where she leads the firm’s national HR Technology Consulting practice. With over 25 years in the employee benefits space—and more than a decade building and leading HR tech teams within top broker agencies—Amanda helps clients solve complex HR technology challenges with practical, strategic guidance.
She also leads HCM Unlocked’s Broker Advisory Membership (BAM) program, known for delivering what she calls HR Tech Therapy. Amanda is the intentional pause before a client’s knee-jerk reaction to rip and replace their system. She specializes in diagnosing whether the root issue is people, process, or technology, and then building a strategy to fix it. Her approach turns chaos into clarity and ensures clients don’t just chase shiny systems, but solve real problems.
Amanda serves on advisory boards for several leading HCM and benefits administration vendors and chairs the Solution Provider Committee within the Advisor Collective, where she champions transparency and collaboration in the HR tech space.
Known for her consultative, no-nonsense approach and strong vendor relationships, Amanda brings clarity and confidence to every engagement. She lives in Eden Prairie, Minnesota with her husband and son.