NAPEO: National Association of Professional Employer Organizations

NAPEO Event Calendar

CFO/COO Seminar
The Salt Lake Marriot City Center
Salt Lake City, UT
July 7-8, 2015

Who Should Attend?  ¦  Schedule of Events  ¦  Hotel Information ¦

After many years of NAPEO's CFO Seminar, which gained a loyal following for owners and finance types alike, the 2013 seminar became the CFO/COO Seminar and was a great success. Following this success, NAPEO will continue with the CFO/COO Seminar. Sessions will include 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 — Tuesday, July 8, 2014
Event Sponsors: F.W. Davison and Company, MassMutual, McHenry Consulting, NetWise Technology, Risk Transfer Holdings,
10:00am - 1:00pm PEO Primer (separate registration and fee to attend)
Sponsored by F. W. Davison and Company
9:00am - 1:00pm Accounting Practices Committee Meeting
1:00pm - 2:00pm Registration
2:00pm – 3:15pm Opening General Session - Prioritizing Technology Investments:
Upgrading Infrastructure and Implementing Unified Communications

Gail Holmberg, President, Blue Morpho Consulting, LLC
3:15pm - 4:15pm Healthcare Update for Finance & Operations: Where Are We Now?
Sheldon J. Blumling, Esq., Partner, Fisher & Phillips, LLP
4:15pm – 4:45pm Networking Break & Table Top Exhibits
4:45pm - 6:00pm Roundtables
  • SSAE16
  • Start-Up PEOs
  • FROS Survey
  • M&A
  • PEO Profitability Measurements
  • Accounting/Audit/Tax Issues
  • SUTA - Client vs. PEO Level Reporting
  • Healthcare
6:00pm-7:00pm Networking Reception
Sponsored by eflexgroup, Inc., Fisher & Phillips, LLP, Pinnacle Financial Services, Inc.
6:00pm-7:00pm Table Top Exhibits
Day 2 — Wednesday, July 9, 2014
8:00am - 8:30am Continental Breakfast and Table Top Exhibits
8:30am - 9:45am Preview of FROS Results
9:45am - 10:45am Breakout Sessions
Finance/Accounting: Financial Reporting & PEO Board of Directors: Should My PEO Have a Board of Directors? What Do We Report?

Matthew G. Munn, CPA, Principal, UHY
Wanda J. Silva, President, Silva Capital Solutions, Inc.
Jeffrey S. Solis, CPA, Manager, UHY
Johnathan Taylor, VP & Chief Financial Officer, Landrum Professional Employer Services, Inc.

Operations/Technology: Trends in PEO/ASO Operations & Technology
Britt Landrum, III, Executive Vice President, Landrum Professional Employer Services, Inc.
Daniel S. McHenry, Business Advisory Group Practice Leader, McHenry Consulting
10:45am - 11:15am Networking Break & Table Top Exhibits
11:15am - 12:15pm Breakout Sessions
Finance/Accounting: Metrics and Benchmarks: Measuring the Efficiency of Your Finance/Accounting Department

Steven K. Bentley, Chief Financial Officer, Avitus Group
Daniel S. McHenry, Business Advisory Group Practice Leader, McHenry Consulting

Operations/Technology: Database Integration
John Ykema, Director of Sales & Marketing, NetWise Technology
12:15pm - 1:30pm Networking Lunch & NAPEO State Government Affairs Update
Daniel Harris, Director, St. Gov't Affairs, NAPEO
Paul Richman, VP, State Gov't Affairs, NAPEO

Sponsored by AllInsurance Solutions Management, Inc.
12:15pm - 1:30pm Table Top Exhibits
3:30pm - 7:00pm Georgia Leadership Council Forum
(separate registration & fee required to attend)

NAPEO would like to thank the following sponsors whose generous support will help make NAPEOs 2014 CFO/COO Seminar possible:

Event Sponsors:

Networking Reception


Tabletop Exhibit


Hotel Keycards


PEO Primer

Affordable Hotel Room Rates
NAPEO has reserved a block of rooms at the Ritz-Carlton, Atlanta at the fantastic rate of $149. Guests can make reservations by calling (800) 241-3333 and ask for the NAPEO CFO/COO Seminar rate. This rate is available based on availability until June 23, 2014.

Closest Airport
The Ritz-Carlton, Atlanta is 15 minutes from Hartsfield-Jackson International Airport. From Hartsfield-Jackson Atlanta International Airport: follow the signs inside the airport to "Ground Transportation." Flat rate to The Ritz-Carlton, Atlanta is $30 for one passenger. All accept cash; please inquire with the taxi driver if credit cards are accepted. For other taxi transportation, please call the hotel Concierge for assistance at (404) 221-6592 between 7am and 11pm EST.

Questions about the CFO Seminar?
Contact Robin Schlesinger at 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, Manager of Service Partner Accounts, at or (703) 739-8169.


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