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
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9:00am – 12:30pm
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NAPEO’s Mid-West Leadership Council Forum
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1:00pm – 6:00pm
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PEO Technology Showcase ***Open to PEO members only***
Sponsored by Accountix, Inc., PayPlus Software, Inc., PrismHR, ThinkWare Corporation, Worklio and Worklogic Enterprise Productivity Suite
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6:00pm – 7:00pm
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PEO Technology Showcase Reception
Sponsored by Accountix, Inc., PayPlus Software, Inc., PrismHR, ThinkWare Corporation, Worklio and Worklogic Enterprise Productivity Suite
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Wednesday, July 10, 2019
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8:00am – 1:00pm
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PEO University: Finance & Accounting (separate registration & fee required to attend)
Sponsored by PayPlus Software, Inc and Slavic401k
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9:00am - 1:00pm
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Accounting Practices Committee Meeting
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1:00pm – 6:00pm
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Registration
Sponsored by AmWins Specialty Casualty Solutions, LLC.
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| 2:00 pm |
Welcome and Introduction
Pat Cleary, President and CEO, NAPEO
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2:05 pm -3:00pm
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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
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3:00pm – 4:00pm
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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.
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4:00pm – 4:15pm
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Networking Break
Sponsored by AmWins Specialty Casualty Solutions, LLC
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4:15pm – 5:15pm
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FROS Update
Scott Hackworth, Senior Vice President, Industry Insights, Inc.
Johnathan Taylor, Chief Financial Officer, LandrumHR
Tanya Yakhnis, Chief Financial Officer, Tandem HR
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5:15pm - 6:00pm
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Networking Reception
Sponsored by Baldwin Krystyn Sherman Partners and The PEO Auxiliary
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6:30pm – 10:00pm
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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
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Thursday, July 11, 2019
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8:00am - 8:30am
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Continental Breakfast
Sponsored by Ameritas
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8:30am – 9:30am
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The Future of the Accounting Profession
Aaron Harris, Sr. VP, Head of Engineering and Technology, Sage Intacct
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9:30am – 10:45am
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The M&A Process
Bradley S. Buttermore, Managing Partner, Capital Alliance Corporation
Wade Krett, Chief Financial Officer, Lyons HR
Andrew Swihart, Manager, UHY LLP
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10:45am – 11:00am
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Networking Break
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11:00am – 12:00pm
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Roundtable Discussions
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12:00pm – 1:15pm
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Networking Lunch & NAPEO Government Affairs Update
Sponsored by Fisher Phillips and SUNZ Insurance Company
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| 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
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| 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
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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
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Evening Networking Event Sponsors
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Registration Desk |
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PEO University: Workers' Compensation Risk Management
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Networking Reception |
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Networking Reception
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Lunch
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Lunch
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Networking Break
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PEO University: Finance & Accounting
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PEO Technology Showcase |
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PEO Technology Showcase |
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| Continental Breakfast |
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Conference Bags |
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Conference Wi-Fi |
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Questions about room reservations?
Contact Taylor Oster, Member Services & Meetings Coordinator, at toster@napeo.org or (703) 739-8168.
Questions about the conference?
Contact Robin Schlesinger, Senior Director, Meetings & Conference Services, at rschlesinger@napeo.org or (703) 739-8176.
Interested in sponsorships?
Contact Nancy Benoudiz, Director of Service Partner Accounts, at nbenoudiz@napeo.org or (703) 739-8169.