CFO Seminar

July 12-13, 2018
InterContinental Chicago Magnificent Mile
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NAPEO's 2018 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.

Evening Event: A Evening Aboard The Odyssey on Lake Michigan

You can experience one of America’s iconic skylines while enjoying dinner aboard the Odyssey. Attendees of NAPEO’s CFO Seminar will relax and unwind as the majestic Windy City skyline gleams in the background. Attendees will dine on a luxury, three-course meal in a private room aboard the ship complete with a DJ spinning the night’s tunes. This is the perfect end to a full day of programming and education.

New in 2018: Technology Showcase!
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 and roundtables with the providers to network and have any follow-up questions answered. ***The 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

Wednesday, July 11, 2018

9:00am – 12:30pm	NAPEO’s Mid-West Leadership Council Forum Sponsored by McHenry Consulting, MetLife, Milliman, PrismHR, Risk Transfer Insurance Agency, Slavic401k
1:00pm – 6:00pm	PEO Technology Showcase
6:00pm – 7:00pm	PEO Technology Showcase Roundtables & Reception

Thursday, July 12, 2018

8:00am – 1:00pm	PEO University: Finance & Accounting (separate registration & fee required to attend) Sponsored by Slavic401k
9:00am - 1:00pm	Accounting Practices Committee Meeting
1:00pm – 6:00pm	Registration Sponsored by Worklio
2:00pm - 2:30pm	Opening Session With Pat Cleary, President & CEO, NAPEO Sponsored by Slavic401k
2:30pm – 3:30pm	Preview of FROS Results Steven K. Bentley, Chief Financial Officer, Avitus Group Daniel S. McHenry, Business Advisory Group Practice Leader, McHenry Consulting Johnathan Taylor, Chief Financial Officer, LandrumHR Tanya Yakhnis, CFO, Tandem HR
3:30pm – 3:45pm	Networking Break Sponsored by Fisher Phillips
3:45pm – 5:00pm	Taxes Matthew G. Munn, Partner, UHY LLP Johnathan Taylor, Chief Financial Officer, LandrumHR Courtney A. Zintner, Esq., Associate, Davis & Harman LLP
5:00pm - 6:00pm	Networking Reception Sponsored by Baldwin Krystyn Sherman Partners and eflexgroup – The PEO Division of TASC
6:00pm – 10:00pm	Evening Event: An Evening Aboard the Odyssey on Lake Michigan Sponsored by Holland & Hart, Stonehenge Insurance Services, Prism HR and Slavic401k

Friday, July 13, 2018

8:00am - 8:30am	Continental Breakfast
8:30am – 9:45am	Captives/WC High Deductibles Steven K. Bentley, Chief Financial Officer, Avitus Group Bob Robinson, Senior Vice President, Captive Resources, invited
9:45am – 10:45am	Cyber Security & Banking David Hartley, Principal, UHY LLP Thomas Linehan, Executive Vice President, Bank United David McCullough, Chief Administrative Officer, Landrum HR
10:45am – 11:15am	Networking Break
11:15am – 12:15pm	Roundtable Discussions
	Business and Financial Analysis of the PEO Model Best Software Tools Banking & Cash Collections Reconciliations – Bank, Benefit, Wage IRS Certification Start-Up Concerns Payroll Tax Concerns
12:15pm – 1:30pm	Networking Lunch & NAPEO Government Affairs Update Lunch Sponsored by Tee & Gee Group Farrah Fielder, Esq., General Counsel, NAPEO
1:30pm - 2:30pm	Preparing for Audits Doug Fahrnow, Partner, Somerset CPAs, P.C. Jeffrey S. Solis, Senior Manager, UHY LLP

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 - $775
Full Registration, Non-Members - $1,550

Affordable Hotel Reservations
NAPEO has reserved a block of rooms at Intercontinental Chicago Magnificent Mile at the group rate of $185. To make a reservation, please visit CFO Seminar Reservations. Or, guests may also call the hotel directly at 1-800-628-2112 (312-944-4100 for International Calls) and identify themselves as participants of NAPEO's CFO Smnr (or group code ZZ9). Reservations must be received on or by June 22, 2018. The discounted rate is based on availability.

*Please note, the link to reserve is not tablet or mobile friendly. The link automatically populates the peak contracted dates. Guest should click on "change search" to personalize their dates.

NAPEO would like to thank the following sponsors whose generous support helps make the 2018 CFO Seminar possible.

CFO Seminar Technology Showcase Sponsors



Event Sponsors


Keynote Speaker Registration Desk Wi-Fi


Evening Event


PEO University Networking Reception Lunch