Emerging Issues Series
CFO Seminar: Accounting Boot Camp

Little America Hotel, Salt Lake City
Salt Lake City, UT
June 16-17, 2010

Who Should Attend?  ¦  Schedule of Events  ¦  Hotel Information
Pricing Information   ¦   Register Now
Now in its eighth year, NAPEO's CFO Seminar has gained a loyal following for owners and finance types alike. Whether you're a seasoned pro, or relatively new to the industry, you'll gain practical insight from industry peers and experts you can apply in successfully managing your PEO's finances and operations. This year, the seminar will include sessions on hot topics such as the balance sheet, net versus gross on the income statement, information technology: what to look for when researching new technology, enterprise-wide technology and security including document retention, and budgeting: how to do a budget for those that have never done one and a refresher for the seasoned pros. You won't want to miss these industry hot topics along with the highly lauded roundtables and the chance to hear from an elected official on PEOs.

Who Should Attend?

• CFOs, Controllers, VPs/Directors of Finance or Accounting
• Senior managers or department heads with accounting and finance responsibility
• PEO owners/presidents
• Accountants/financial advisors to PEOs

Schedule of Events

Wednesday, June 16, 2010
8:30am – 12:30pm	PEO Primer (separate registration & fee required to attend)
11:00am - 3:00pm	Accounting Practices Committee Meeting
2:00pm - 3:00pm	Registration
3:00pm - 3:45pm	Sales Underwriting Mark Soelberg, Marketing Director, Resource Management, Inc. Bob Smolinski, CFO, Advantec, Inc. Knowing when to take and pass on a client. Developing a client evaluation process. Knowing what kind of client you're looking for.
3:45pm - 4:00pm	PEO Financial Statements Overview Adam Peer, Assistant Director, NAPEO Best practices Net vs. gross Revised Balance Sheet
4:00pm - 4:45pm	Third-Party Users of PEO Financial Statements Matt Munn, Principal, UHY, LLC Dan McHenry, President, McHenry Consulting Eric Showgren, Manager, Company Licensing & Administration, Utah Department of Insurance What do third-party users look for in a PEO's financials. What will make your financials more useful to your third-party users.
4:45pm - 5:00pm	Networking Break
5:00pm - 6:00pm	Roundtables PEO financial statements. Budgeting Sales underwriting Profitability through efficiency. Annual Financial Ratio & Operating Statistics Survey Information technology State Government Affairs Update Federal Government Affairs: Healthcare, HIRE Act, Tax Legislation
6:00pm - 7:00pm	Networking Reception
Thursday, June 17, 2010
8:00am - 8:30am	Registration/Continental Breakfast
8:30am - 9:45am	Budgeting Pam Clearwater, VP Finance, Merit Resources, Inc. Steven K. Bentley, Senior VP, Finance, Avitus Group Dashboard indicators How to do a budget Tools to use
9:45am - 10:45am	Information Technology: What is important to look into for in new technology Jeff Caracci, VP Information Technology, Merit Resources, Inc. Chris DeVoss, President, Strikepoint Finance, LLC Enterprise-wide technology Security Document retention Process of efficiencies
10:45am - 11:00am	Networking Break
11:00am - 12:00pm	Financial Landscape Update John Slavic, President, slavic401k.com Update on the financial landscape
12:00pmm - 1:30pm	Networking Lunch
1:30pm - 2:15pm	Where is the industry headed? Discussion based on the preliminary 2010 Financial Ratio & Operating Statistics Survey Results. Lyle DeWitt, VP Finance, TriNet, Inc.
2:15pm - 3:00pm	Government Affairs Update Milan Yager, President & CEO, NAPEO Adam Peer, Assistant Director, State Government Affairs, NAPEO State Government Affairs Unemployment Insurance Federal Government Affairs: Healthcare Reform, HIRE Act, Tax Legislation
3:30pm - 6:00pm	Utah/Idaho Leadership Council Forum (separate registration & fee required to attend)

Affordable Hotel Room Rates
NAPEO has reserved a block of rooms at Little America, Salt Lake City. To receive the NAPEO discounted room rate of $119 single or double occupancy, call the hotel directly at (800) 437-5288 and use the Group Code NAPEO. This rate is available until June 4, 2010.

Closest Airport
Little America, Salt Lake City is under seven (7) miles away and a fifteen-minute taxi ride from the Salt Lake International Airport. A taxi costs approximately $20 from the airport to the hotel.

Pricing:

NAPEO Member Companies
First attendee from company	$445
Additional attendees from company	$395
Non-Member Companies (All attendees from company)	$745
Reception Only	$50
PEO Primer
Full Conference Registrants	$95
PEO Primer Only	$295
Utah/Idaho Leadership Council Forum	$45

NAPEO thanks the following generous sponsors of the CFO Seminar:

Event Sponsors:

Networking Break Sponsor:

Networking Reception Sponsor:


Questions about the CFO Seminar?
Contact Robin Schlesinger at rschlesinger@napeo.org or (703) 739-8176.

Do you have a great idea for NAPEO's Emerging Issues Series?
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 Emerging Issues Series? Please contact Don Cooksey at The Townsend Group at (301) 215-6710 x 117.