Westin St. Louis
St. Louis, MO
July 17-18, 2013
Who Should Attend?
¦ Schedule of Events
¦ Hotel Information
¦ Register Now
After many years of NAPEO's CFO Seminar, which has gained a loyal following for owners and finance types alike, 2013 has something new in store! The CFO Seminar will now become the CFO/COO Seminar! There will still be the same accounting and financial practical insight from the experts which CFO types can apply in successfully managing their PEO's finances and operations during the CFO track. At the same time as the CFO track, PEO operations and technology attendees will have their own track with practical advice on what is happening on the operations and technology front. The group will come together for general sessions, the roundtables, and all networking functions.
Who Should Attend?
- CFOs, Controllers, VPs/Directors of Finance or Accounting
- Senior managers or department heads with accounting and finance responsibility
- Accountants/financial advisors to PEOs
- COOs, CTOs, VPs/Directors of Operations or Technology
- Senior manager or department heads with operations and technology responsibility
- Software and other technology or operations providers to PEOs
- PEO owners/presidents
Schedule of Events
|Day 1 — Wednesday, July 17, 2013
|10:00am - 1:00pm
||PEO Primer (separate registration and fee to attend)
|9:00am - 1:00pm
||Accounting Practices Committee Meeting
|1:00pm - 2:00pm
|2:00pm – 3:15pm
||Opening General Session: State of the Industry & Healthcare Update
|3:15pm - 4:15pm
|| CFO Breakout: Accounting/GAP/Tax Issues Update
Matthew G. Munn, CPA, Principal, UHY
Jeffrey S. Solis, CPA, Manager, UHY
COO/Technology Breakout: SSAE16 for Technology/Operations
Kevin D. Bowyer, Member, Warren Averett, LLC
H. Britt Landrum, III, VP & Chief Technology Officer, Landrum Professional
|4:15pm – 4:30pm
|4:30pm - 6:00pm
|Day 2 — Thursday, July 18, 2013
|8:00am - 8:30am
|8:30am - 9:45am
||Preview of FROS Results
|9:45am - 10:45am
||CFO Breakout: Dashboarding
Daniel S. McHenry, Business Advisory Group Practice Leader, McHenry Consulting
COO/Technology Breakout: BYOD: Bring Your Own Device
Gordon M. Berger, Esq., Partner, FordHarrison LLP
Brian M. Nugent, Esq., Principal, The Nugent Law Firm, P.C.
|10:45am - 11:00am
|11:00am - 12:00pm
||CFO Breakout: Acquisitions in 2013
Matthew J. Claus, M & A Group Practice Leader, McHenry Consulting
Wanda J. Silva, President, Silva Capital Solutions, Inc.
COO/Technology Breakout: Utilizing Virtualization: Cloud Computing & Cloud Storage
Dan Stewart, Vice President, Moresource, Inc.
David Wolverton, Director of Professional Services, F.W. Davison & Company
|12:00pm - 1:30pm
||Networking Lunch & NAPEO Government Affairs & Healthcare Update
|3:30pm - 7:00pm
||Heartlands Leadership Council Forum
(separate registration & fee required to attend)
NAPEO thanks the following generous sponsors of the 2013 CFO/COO Seminar:
Networking Reception Sponsors:
Networking Luncheon Sponsor:
Hotel Keycard Sponsor:
Registration Desk Sponsor:
Affordable Hotel Room Rates
NAPEO has reserved a block of rooms at the Westin St. Louis at unbelievable rate of $129. Guests can make reservations by calling (314) 552-5806 or 1-800-WESTIN-1 (1-800-937-8461) and ask for the NAPEO/2013 CFO/COO Seminar rate. This rate is available based on availability until July 2, 2013.
The Westin St. Louis is 15 miles from Lambert-St. Louis International Airport (STL). Taxi fare is approximately $45 each way, without gratuity. For further travel information, please visit the Westin St. Louis' travel page.
Questions about the CFO Seminar?
Contact Robin Schlesinger at firstname.lastname@example.org or (703) 739-8176.
Do you have a great idea for NAPEO's Seminars or Conferences?
Suggest a topic or speaker (yourself or someone you wish to recommend), and NAPEO will consider it for a future event.
Topic Suggestion Form
Speaker Application Form
Interested in sponsorship opportunities at NAPEO's CFO Seminar?
Please contact Nancy Benoudiz, Advertising & Sponsorship Manager, at email@example.com or (703) 739-8169.