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CFO Seminar

July 12-13, 2018
InterContinental Chicago Magnificent Mile
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NAPEO's 2018 CFO Seminar will offer timely and informative educational programming for PEO industry financial professionals. Attendees will hear from industry experts on many issues affecting PEOs. Attendees will also benefit from networking with industry peers. 

New in 2018: Technology Showcase!
During this half-day event, PEO professionals will hear about technology developments and trends from the industry’s leading technology providers, followed by a networking reception and roundtables with the providers to network and have any follow-up questions answered.​

 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 

Wednesday, July 11, 2018
9:00am – 12:30pm           NAPEO’s Mid-West Leadership Council Forum
                                         Sponsored by McHenry Consulting, MetLife, Milliman, PrismHR,                                                                                 Risk Transfer Insurance Agency, Slavic401k

1:00pm – 6:00pm             PEO Technology Showcase
6:00pm – 7:00pm             PEO Technology Showcase Roundtables & Reception

Thursday, July 12, 2018
8:00am – 1:00pm              PEO University: Finance & Accounting
(separate registration & fee required to attend)
                                          Sponsored by Slavic401k
9:00am - 1:00pm               Accounting Practices Committee Meeting
1:00pm – 6:00pm              Registration
Sponsored by Worklio
2:00pm - 3:15pm               Keynote Session
Sponsored by Slavic401k
3:15pm – 4:15pm              Preview of FROS Results
                                         Steven K. Bentley, Chief Financial Officer, Avitus Group
                                         Daniel S. McHenry, Business Advisory Group Practice Leader, McHenry Consulting   
                                        Johnathan Taylor, Chief Financial Officer, LandrumHR
                                        Tanya Yakhnis, CFO, Tandem HR
4:15pm – 4:45pm             Networking Break 
Sponsored by Fisher Phillips
4:45pm – 6:00pm             Taxes
Matthew G. Munn, Partner, UHY LLP 
                                          Courtney A. Zintner, Esq., Associate, Davis & Harman LLP
6:00pm - 7:00pm              Networking Reception 
Sponsored by Baldwin Krystyn Sherman Partners and eflexgroup – The PEO Division of TASC
7:00pm – 10:00pm           Evening Event
Sponsored by Holland & Hart, Stonehenge Insurance Services, Prism HR and Slavic401k

 Friday, July 13, 2018
8:00am - 8:30am               Continental Breakfast
8:30am – 9:45am              Captives/WC High Deductibles
Steven K. Bentley, Chief Financial Officer, Avitus Group
                                          Bob Robinson, Senior Vice President, Captive Resources
9:45am – 10:45am            Cyber Security & Banking
David Hartley, Principal, UHY LLP
                                         Thomas Linehan, Executive Vice President, Bank United
                                         David McCullough, Chief Administrative Officer, Landrum HR
10:45am – 11:15am         Networking Break
11:15am – 12:15pm         Roundtable Discussions

  • Business and Financial Analysis of the PEO Model
  • Best Software Tools
  • Banking & Cash Collections 
  • Reconciliations – Bank, Benefit, Wage
  • IRS Certification
  • Start-Up Concerns
  • Payroll Tax Concerns

12:15pm - 1:30pm            Networking Lunch & NAPEO Government Affairs Update
                                         Lunch Sponsored by Tee & Gee Group
                                         Farrah Fielder, Esq., General Counsel, NAPEO
1:30pm - 2:30pm              Preparing for Audits
Jason F. Clausen, President, Jason F. Clausen, P.C.
                                         Edward McGuire, Senior Manager, Somerset CPAs. P.C.
                                        Jeffrey S. Solis, Senior Manager, UHY LLP

Pricing for the ​Seminar
***Full registration includes access to all workshop events (including the evening event). All registrations will go up $100 onsite.
Full Registration, NAPEO Members - $775
Full Registration, Non-Members - $1,550​

Affordable Hotel Reservations
NAPEO has reserved a block of rooms at Intercontinental Chicago Magnificent Mile at the group rate of $​185. To make a reservation, please visit CFO Seminar Reservations. Or, guests may also call the hotel directly at 1-800-628-2112 (312-944-4100 for International Calls) and identify themselves as participants of NAPEO's CFO Smnr (or group code ZZ9).  Reservations must be received on or by ​June 22, 2018. The discounted rate is based on availability.

*Please note, the link to reserve is not tablet or mobile friendly. The link automatically populates the peak contracted dates. Guest should click on "change search" to personalize their dates.

NAPEO would like to thank the following sponsors whose generous support ​helps make the 2018 CFO Seminar possible.

Event Sponsors

Keynote Speaker                 Registration Desk                            Wi-Fi 

Evening Event

PEO University                                Networking Reception                                   Lunch


Hotel Keycards                                   Do-Not-Disturb Door Hangers                     Networking Break


Conference Pens:

Questions about the CFO Seminar?
Contact Robin Schlesinger, (703) 739-8176.

Interested in exhibits or sponsorships?
Please contact Nancy Benoudiz, (703) 739-8169.

Opening General Session – SBEA

Jeffrey S. Solis, CPA
Jeffrey S. Solis, CPA
Jeffrey S. Solis, CPA
Jeffrey S. Solis, CPA

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