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.
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