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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. 

Evening Event: An Evening Aboard The Odyssey on Lake Michigan

You can experience one of America’s iconic skylines while enjoying dinner aboard the Odyssey. Attendees of NAPEO’s CFO Seminar will relax and unwind as the majestic Windy City skyline gleams in the background. Attendees will dine on a luxury, three-course meal in a private room aboard the ship complete with a DJ spinning the night’s tunes. This is the perfect end to a full day of programming and education.

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.​ ***The Technology Showcase is an added free bonus for CFO Seminar attendees and is open to PEO members only. PEO members wishing to attend just the Technology Showcase can register for the showcase only as well.***

 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 ​***Open to PEO members only***

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

Sponsored by Worklio

2:00pm - 2:30pm

Opening Session With Pat Cleary, President & CEO, NAPEO
Sponsored by Slavic401k

2:30pm – 3:30pm

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

3:30pm – 3:45pm

Networking Break
Sponsored by Fisher Phillips

3:45pm – 5:00pm

Matthew G. Munn, Partner, UHY LLP
Johnathan Taylor, Chief Financial Officer, LandrumHR
​Randy F. Hardock, Esq., ​Partner, Davis & Harman LLP

5:00pm - 6:00pm

Networking Reception
Sponsored by Baldwin Krystyn Sherman Partners and eflexgroup – The PEO Division of TASC

6:00pm – 10:00pm

Evening Event: An Evening Aboard the Odyssey on Lake Michigan
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
John Sobecki, Senior Vice President, Captive Resources, LLC

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
Melissa Kelly, Director of State Government Affairs, NAPEO

1:30pm - 2:30pm Preparing for Audits
Doug Fahrnow, Partner, 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.

CFO Seminar Technology Showcase Sponsors

Event Sponsors

Keynote Speaker                 Registration Desk                            Wi-Fi 

Evening Event

PEO University                                Networking Reception                                   Lunch


Hotel Keycards                                   Do-Not-Disturb Door Hangers                     Networking Break


Lanyards:                                          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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