NAPEO - CFO Seminar

CFO Seminar
Seaport Hotel
Boston, MA
July 16-17, 2008

Who Should Attend? ¦ Schedule of Events ¦ Hotel Information
Pricing Information ¦ Sponsors ¦ Register Now

Now in its sixth year, the CFO Seminar has gained a loyal following for owners and number crunchers 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. From revenue reporting to cash flow management, growth strategies to financing options, this event is all about successfully managing your bottom line and maximizing profitability.

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

Program-at-a-Glance

Event Sponsors: Diversified Insurance Brokers, MassMutual Retirement Services, McHenry Consulting, PayPlus Software, Inc., PlatformOne, slavic401k.com

Wednesday, July 16
10:00am–1:00pm	PEO Primer For new senior level PEO executives and their counsel. The course covers the essentials for distinguishing the PEO-client arrangement, contracting with clients, compliance with states, and managing liability and exposure. Gain an understanding of hot sales and marketing issues, new industry trends and competitive issues with HRO outsourcing, and key industry statistics, operational ratios, and the changing market. This is not a plodding 101 intro, but a fast-moving examination of the essentials every PEO executive must understand. (Space is limited. Pre-registration required.)
11:00am–2:00pm	New England Leadership Council Meeting Sponsored by Providence Property & Casualty Insurance Company & slavic401k.com (Separate registration and fee are required to attend.)
11:00am–3:00pm	Accounting Practices Committee Meeting
2:00pm–3:00pm	Registration
3:00pm–3:30pm	Welcome Bob Smolinksi, Advantec
3:30pm–4:30pm	Dashboard Drivers: Metrics to Measure Your Success After a quick overview of key term, dive into an overview of 5 key metrics that can be used to manage to the dashboards. Our experts explain how these metrics can be drivers for your business and how they can be used to monitor your progress all year. Learn how using monthly, quarterly, and annual reports to benchmark your past financials and current industry data can help you forecast growth and focus accountability. We will also discuss how metric analysis can help you with outside third parties (including banking institutions). Bob Burbidge, Genesis Consolidated Services, Inc. Jay Cober, AlphaStaff, Inc. Chris McDonald, Modern Business Associates, Inc.
4:30pm–4:45pm	Networking Break Sponsored by F.W. Davison & Company
4:45pm–6:00pm	Interactive Roundtable Discussions Learning is a lifelong process for those that are successful. What better way to learn than by discussing real challenges and real solutions with others who face the same issues? Roundtables provide technical solutions and practical answers for day-to-day objections and obstacles that CFOs face in the field. Choose to visit 3 of the tables/topics below before heading over to NAPEO’s networking reception. ESAC Membership Requirements: Bob Burbidge, Genesis Consolidated Services, Inc. Using Metrics: Jay Cober, AlphaStaff, Inc. NAPEO Survey Review: Adam Peer, NAPEO How to Avoid Fraud: David Day, Management 2000 Net vs Gross Revenue reporting: Eric Foodim, Ambrose Group Critical Issues for Start Up PEOs: Milan Yager, NAPEO
6:00pm–7:00pm	Networking Reception Sponsored by Capital Alliance Corporation
Thursday, July 17
8:00am–8:30am	Continental Breakfast Sponsored by F.W. Davison, Company & Risk Transfer Holdings, & Silva Capital Solutions,Inc.
8:30am–10:00am	Is It the Right Time for a Tune Up? The Strategy Behind SAS 70 When in the PEO life cycle is the right time to consider SAS 70? Our panel will explore strategies for structuring your PEO today to support compliance tomorrow, including tips on how to estimate cost and timelines. Learn more about behind-the-scenes mechanics and the value of outsourcing audits. See how an ROI cost-benefit analysis can help you establish the long-term value of SAS 70 to your PEO’s customer recruitment efforts. Speakers: David Barton, UHY Advisors Kevin Bowyer, O'Sullivan Creel, LLP Eric Foodim, Ambrose Group
10:00am–10:30am	Networking Break Sponsored by Silva Capital Solutions,Inc.
10:30am–12:00pm	PEO Mile Markers: Methods to Measure Returns on People, Profit, and Payback Every PEO struggles to create unique mile markers to measure their returns on these three keys areas. Our panel offers three different takes on people, profit and payback. The People: How do you determine what to invest in sales? What is the right compensation for sales person at quota? The Profit: How much value does a new customer have? How do you determine a new customer’s break even point? Get tips for distinguishing between strong sales and profitable sales. The Payback: How do you establish the value of client retention versus organic growth? What factors drive growth? This session offers a fresh look at sales systems, service, and delivery. Speakers: Jonathan Taylor, Landrum Companies Anthony Danon, SOI
12:00pm–1:30pm	Luncheon Presentation—Defensive Driving: Time to Put on the Brakes... (or Accelerate)? The best of networking and information-sharing, this year’s luncheon will include time to socialize with your peers over a relaxed lunch, followed by a informative discussion featuring experts from the investment community. Hear local analysts debate how the current economic outlook might impact your PEO, tips for riding out a sluggish economy, and whether today’s investment community is bullish or bearish on public PEOs. Speakers: Michael Baker, Raymond James Sponsored by eflexgroup.com, Pinnacle Financial Services, Inc., & Providence Property & Casualty Insurance Company
1:30pm–2:30pm	Tips for Avoiding a Ticket Go behind the scenes of a successful CFO to explore accounting in the age of compliance. NAPEO’s Government Affairs team walks you through current tax and IRS certification issues and the impact of recent Supreme Court decision regarding 401(k) participants suing fiduciaries. NAPEO will debut a value-added “cheat sheet” revealing top states where audits are being required and offer regional updates. Speakers: Adam Peer, NAPEO Todd Cohn, NAPEO
2:30pm–2:45pm	Closing Session Bob Smolinksi, Advantec

Affordable Hotel Room Rates

NAPEO has reserved a block of rooms at the Seaport Hotel. To receive the NAPEO discounted room rate of $225 single or double occupancy, call (877) 732-7678 and indicate that you are attending the NAPEO meeting. This rate is available until July 1, 2008.

Closest Airport

The Seaport Hotel is located just three miles and less than a 10 minute drive from Logan International Airport. A taxi should only cost about $10-$15 each way. You can also take a water taxi or public transportation to and from the hotel, for more travel options, please visit http://www.seaportboston.com/SeaBos/Home/RightPage.asp?PID=7463673.

Pricing

NAPEO Member Companies —	First attendee from company	$395
	Additional attendees from company	$345
Non-Member Companies		$695
PEO Primer		$95
New England Leadership Council Forum		$45
Reception Only		$50

CFO Seminar Seaport Hotel Boston, MA July 16-17, 2008