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NAPEO's 2019 CFO Seminar
InterContinental Chicago Magnificent Mile
Chicago, IL
July 9-11, 2019
Register Now

NAPEO's 2019 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. 

 Back for 2019: PEO Technology Showcase - New Demos, Fresh Content!

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 with the providers to network and have any follow-up questions answered.​ ***The PEO 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

This event is generously sponsored by the following companies: McHenry Consulting, PrismHR, Slavic401k and Risk Transfer Insurance Agency, LLC 

Tuesday, July 9, 2019

9:00am – 12:30pm

NAPEO’s Mid-West Leadership Council Forum

1:00pm – 6:00pm

PEO Technology Showcase ​***Open to PEO members only***
Sponsored by Accountix, Inc., PayPlus Software, Inc., PrismHR, ThinkWare Corporation, Worklio and Worklogic Enterprise Productivity Suite

6:00pm – 7:00pm

PEO Technology Showcase Reception
Sponsored by Accountix, Inc., PayPlus Software, Inc., PrismHR, ThinkWare Corporation, Worklio and Worklogic Enterprise Productivity Suite


Wednesday, July 10, 2019

8:00am – 1:00pm

PEO University: Finance & Accounting (separate registration & fee required to attend)
Sponsored by PayPlus Software, Inc and Slavic401k

9:00am - 1:00pm

Accounting Practices Committee Meeting

1:00pm – 6:00pm

Sponsored by AmWins Specialty Casualty Solutions, LLC.

2:00 pm Welcome and Introduction
Pat Cleary, President and CEO, NAPEO

2:05 pm -3:00pm

The State of the Economy
Dr. Dave Altig, Executive Vice President and Director of Research at the Federal Reserve Bank of Atlanta
Sponsored by Slavic401k

3:00pm – 4:00pm

The Many Sides of Fraud:  Ops, Tech, Legal and Cyber
James J. Giszczak, Esq., Member, McDonald Hopkins LLC
J.J. Hutzenbiler, Chief Financial Officer, Avitus Group
Chris Kothe, Senior Manager, Somerset CPAs, P.C.

4:00pm – 4:15pm

Networking Break
Sponsored by AmWins Specialty Casualty Solutions, LLC 

4:15pm – 5:15pm

FROS Update
Scott Hackworth, Senior Vice President, Industry Insights, Inc.
Johnathan Taylor, Chief Financial Officer, LandrumHR
Tanya Yakhnis, Chief Financial Officer, Tandem HR

5:15pm - 6:00pm

Networking Reception
Sponsored by Baldwin Krystyn Sherman Partners and The PEO Auxiliary

6:30pm – 10:00pm

Private River Cruise and Chicago Architectural Tour
Sponsored by Akerman, LLP., Payroll Funding Company LLC, PrismHR, Slavic401k and Stonehenge Insurance Agency, LLC 
***Attire for the evening will be Smart Casual: slacks for men and short dress/skirt or slacks for women


Thursday, July 11, 2019

8:00am - 8:30am

Continental Breakfast
Sponsored by Ameritas

8:30am – 9:30am

The Future of the Accounting Profession
Aaron Harris, Sr. VP, Head of Engineering and Technology, Sage Intacct

9:30am – 10:45am

The M&A Process
Bradley S. Buttermore, Managing Partner, Capital Alliance Corporation
Wade Krett, Chief Financial Officer, Lyons HR
Andrew Swihart, Manager, UHY LLP

10:45am – 11:00am

Networking Break

11:​00am – 12:00pm

Roundtable Discussions

12:​00pm – 1:15pm

Networking Lunch & NAPEO Government Affairs Update
Sponsored by Fisher Phillips and SUNZ Insurance Company

1:​15pm - 2:15pm Tax:  New Rules For Leases and Revenue Recognition
Jeffrey S. Solis, CPA, Senior Manager, UHY LLP
Jesse Stuart, Audit Manager, UHY LLP

 2:15pm - 3:00pm Reconciliation and Administration of Benefits
Brent Cornell, Specialty Market Account Executive, MetLife
Anthony Falzone, President, Human Capital LLC
Natalie Tang, National Director PEO Strategy, MetLife
Geoffrey Vandal, PEO National Sales Director, MetLife

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 - $800
Full Registration, Non-Members - $1,750​
Wednesday Only Registration, NAPEO Members - $475
Wednesday Only Registration, Non-Members - $625
Thursday Only Registration, NAPEO Members - $375
Thursday Only Registration, Non-Members - $525
Reception Only Registration, NAPEO Members - $75
Reception Only Registration, Non-Members - $85
PEO Technology Showcase Only Registration - $100
**The PEO Technology Showcase is open to PEO members only.**

Affordable Hotel Room Rates

NAPEO has reserved a block of rooms at the InterContinental Chicago Magnificent Mile at the discounted rate of $199/night. To make a reservation, please visit CFO Seminar Reservations. This link enables attendees to book, modify, and cancel their reservations online. Reservations can also be made by calling the hotel directly at 1-800-628-2112 (312-944-4100 for International Calls) and ​referencing NAPEO's CFO Smnr​ or group code GTM​. This block is available until Friday, June 21, 2019. Our block typically sells out quickly, so we strongly encourage attendees to reserve a room as soon as possible.

NAPEO thanks the 2019 CFO Seminar Sponsors


Event Sponsors 

 McHenry        PrismHR          Slavic401k        Risk Transfer 

Evening Networking Event Sponsors 

 akerman logo    payroll_funding_logo_high_res    PrismHR    Slavic401k
 Keynote   Registration Desk  
PEO University: Workers' Compensation Risk Management

   Networking Reception
 Slavic401k   AmWINS      Slavic401k    BKS Logo - Formal
Networking Reception



Networking Break

 PEOAuxLogo (1)    Fisher Phillips    SUNZ    AmWINS

PEO University: Finance & Accounting

  PEO University Finance & Accounting   PEO Technology Showcase   PEO Technology Showcase
 payplus-logo-cmyk    Slavic401k    payplus-logo-cmyk    PrismHR

PEO Technology Showcase
PEO Technology Showcase
PEO Technology Showcase
PEO Technology Showcase
 ThinkWare             Worklio_logo_2000x1080_RGB    WorklogicEPS    Accountix logo
 Continental Breakfast    Conference Bags    Conference Wi-Fi    
 Ameritas-01    wotc logo    Slavic401k    


Questions about room reservations? 
Contact Taylor Oster, Member Services & Meetings Coordinator, at or (703) 739-8168.

Questions about the conference?
Contact Robin Schlesinger, Senior Director, Meetings & Conference Services, at or (703) 739-8176.

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

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