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NAPEO's CFO & Payroll Seminar
The Gwen, A Luxury Collection Hotel
Chicago, IL
June 28-29, 2022
Register Now

After a super successful couple of years, back again for 2022 is the CFO& Payroll Seminar. Sessions will include accounting and financial practical insight from the experts which CFO types can apply to successfully managing their PEO’s finances and operations during the CFO track. At the same time as the CFO track, PEO payroll attendees will have their own track with practical advice on what is happening on the PEO payroll front.  The group will come together for general sessions, the roundtables, and all networking functions.

Who Should Attend?

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

Registration Fees

NAPEO members
Full registration: $900
Tuesday only: $575
Wednesday only: $500

Non NAPEO members
Full registration: $1750

Preliminary Schedule of Events

Tuesday, June 28, 2022

9:00am – 1:00pm

PEO University: Finance & Accounting
(separate registration & fee required, light breakfast & lunch served)
Sponsored by isolved Network, Libertate Insurance LLC, and Slavic401k

10:00am - 1:00pm

Accounting Practices Committee Meeting

12:00pm – 6:00pm

Registration Open
Sponsored by Fisher Phillips

1:00pm - 1:15pmWelcome & Introduction
Pat Cleary, President and CEO, NAPEO

1:15pm -2:15pm

Opening Keynote Session
Sponsored by PrismHR and Slavic401k

2:15pm - 3:15pmERTC & Tax Deferral Issues

3:15pm – 3:45pm

Networking Break
Sponsored by Ameritas, Globalization Partners and Key Risk (a Berkeley Company) 

3:45pm – 4:45pm

CFO & Payroll Breakout Sessions

  • CFO: Results of the Financial Ratio & Operating Statistics Survey
  • Payroll: The Remote Workforce & Your PEO Operations
4:45pm - 5:45pm

CFO & Payroll Breakout Sessions

  • CFO: Managing Compliance for the Remote Workforce
  • Payroll: Helping Build Your Team: From Payroll Processor to Payroll Consultant

6:15pm - 10:30pm




Evening Event: A Night of Baseball with the Chicago Cubs
Wrigley Rooftops
Sponsored by Slavic401k, Stonehenge Insurance Solutions, A Gallagher Company and Summus Global


Wednesday, June 29, 2022

8:30am - 9:15am


Breakfast & Roundtable Discussions
Sponsored by Fisher Phillips, Pro Software, LLC, Risk Transfer Insurance Agency, LLC, and Transamerica  

9:15am – 10:15am

Keynote Session: Cybersecurity- Are You Ready?
Sponsored by Aon and isolved Network

10:15am – 10:45am

Networking Break
Sponsored by McHenry Consulting, PayrollPlans Inc., ThinkWare Corporation

10:45am – 11:45am

CFO & Payroll Breakout Sessions

  • CFO: Sell-Side Quality of Earnings
  • Payroll: Cybersecurity & Your PEO Operations

11:45am – 12:45pm

CFO & Payroll Breakout Sessions

  • CFO: Impact of Legalization of Cannabis on Banking & Compliance
  • Payroll: Payroll Processes: A Candid Conversation

12:45pm – 2:00pm

Networking Lunch
Sponsored by Citibank, N.A. and Tabulera, Inc.  

2:30pm - 6:30pm


Midwest Leadership Council Forum & Reception
(separate registration & fee required to attend)
Sponsored by AmWins Specialty Casualty Insurance Solutions, Inc, MetLife, PrismHR, and Slavic401k


Hotel Reservations
NAPEO has reserved a block of rooms at The Gwen Hotel at the discounted rate of $279/night. This block is available until Tuesday, June 7, 2022. We encourage you to reserve a room as soon as possible. You will be sent a link to reserve your room once you register for the seminar. Only registered attendees are able to book a room in our hotel block.  For questions about reservations, please contact Maddie Winslow at

Questions about the conference?
Contact Robin Schlesinger, Vice President, Events & Member Services, at or (703) 739-8176.

Interested in sponsorships?
Contact Nancy Benoudiz, Director of Service Partner Accounts, at or (703) 739-8169.


2022 CFO Seminar Sponsors

aon_cropped_small isolvedNetwork_SMALL
PrismHR-Logos_HEX__Color (1)  
stonehenge gallagher company_cropped Summus_logo_icon_fullcolor_RGB
Ameritas BlueStar Temp Co-Brand CLR w Tagline250FisherPhillips_LogoTaglineGP_Logo Final
Key Risk InsuranceLibertate logo_cropped502012 mchenry_final150
PayrollPlans LogoPro Software image (4)RTIA Logo

PEO University Sponsors

isolvedNetwork_SMALL Libertate logo_cropped50

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