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July 15, 2020
12pm - 6pm ET

Register Now

While we are not able to meet in person in Chicago in June as originally planned, NAPEO is excited to announce that we will now hold an interactive half-day virtual event on July 15, 2020.  The new format will provide attendees an opportunity to come together in a virtual setting while still retaining the stellar education and networking you have come to know from NAPEO.  Virtual seminars are a fantastic way to stay connected with your friends, peers, and partners in the PEO industry.     

NEW FOR 2020

Our PEOs have asked, and we are listening! New for 2020, we are adding PEO-specific payroll education to our roster of events.  This year, the CFO Seminar will become the CFO & Payroll Seminar! The group will be together to kick-off and end the virtual event. During all breakout sessions, there will be a CFO track and a Payroll track.  We hope your finance/accounting professionals along with your payroll professionals will join us for this new event!

Top-Line Event Sponsors



akerman logo 
   iSolved-Network---with---PEO-Power---Black    _FisherPhillips_LogoTagline      2012 mchenry_final150
             
 _Payroll Funding    _PrismHR    _Risk Transfer Insurance Agency    sage-Intacct-preferred_RGB
             
 Slavic401k    _SUNZ    _stonehenge gallagher company    

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

Schedule of Events


Wednesday, July 15, 2020

12:00 pm – 12:10pm

Welcome & NAPEO State of the Union
Pat Cleary, President and CEO, NAPEO

12:10 pm -12:50pm

Opening Keynote Lunch/Brunch Session: Evaluating the Effects of COVID-19 on the Economy
John Slavic, President & CEO, Slavic401k
Sponsored by Sage Intacct

12:50pm – 1:35pm

CFO & Payroll Breakout Sessions
CFO Breakout: How to Be a Better PEO CFO – Creating the Toolbox for PEO CFOs 
Tanya Yahknis, CFO, Tandem HR
Todd Matheney, CFO & Vice President - Finance, Syndeo Outsourcing LLC
Frank Fontneau, Principal, RVR Consulting Group

Payroll Breakout: Cyber Security & PEO Payroll Operations
Jenna Marceau, Chief Information Officer, Syndeo Outsourcing LLC
John Ykema, Director of Info Technology, eEmployers Solutions Inc.

Sponsored by Milliman

1:35pm – 2:20pm

CFO & Payroll Breakout Sessions
CFO Breakout: PEO M&A: Cleaning Up Your PEO for a Merger or Acquisition & Effects of COVID-19 on M&A
Steve Bentley, SVP Finance, Avitus Group
Justin Sirpilla, SVP of M&A, Vensure Employer Services
Frank Huang, Senior Consulting Actuary, Merlinos & Associates

Payroll Breakout: Payroll & FLSA Audits
John M. Polson, Esq., Partner, Fisher Phillips
Karena McCafferty, Associate Director of Payroll, LandrumHR

Sponsored by SUNZ Insurance Company

2:20pm – 3:05pm

CFO & Payroll Breakout Sessions
CFO Breakout: Post COVID-19 Landscape on PEO Banking & Finance
Johnthan Taylor, CFO, LandrumHR
Mitch Belon, SVP, Fifth Third Bank
Brian Slowik, Co-Founder and SVP, Green Dot/rapid! Disbursements

Payroll Breakout: PEO Payroll Operations & The Remote Workforce
Joey McCormick, Director of Payroll, Prestige Employee Administrators
Michelle Klenotich, Payroll & Client Services Manager, MidwestHR, LLC
Jo McClure, Director of Payroll, Axcet HR Solutions

Sponsored by Ameritas

3:05pm – 3:35pm

Networking Break in the Virtual Exhibit Hall

3:35pm - 4:20pm

CFO & Payroll Breakout Sessions
CFO Breakout: The Role of a PEO CFO in a National Emergency
Alex Campbell, VP and CFO, Staff Management, Inc.
Matt Munn, Principal, UHY LLP
Jean Goldstein, Principal, PEO Advisory Services, Inc.

Payroll Breakout: 
Best Practices for Payroll Compliance
Sheldon J. Blumling, Esq., Partner, Fisher Phillips
Maureen Ciarolla, CFO, Corporate Solutions

Sponsored by Tabulera, Inc.  

4:20pm – 5:00pm

Ask the Experts Q&A Panel
Sponsored by BlueStar Retirement Services, Inc.
Jenna Marceau, Chief Information Officer, Syndeo Outsourcing LLC
Johnathan Taylor, CFO, LandrumHR
Tanya Yahknis, CFO, Tandem HR
Todd Matheny, CFO & Vice President - Finance, Syndeo Outsourcing LLC
Matt Munn, Principal, UHY LLP
Karena McCafferty, Associate Director of Payroll, LandrumHR

5:00pm - 5:15pm 

Networking Break in the Virtual Exhibit Hall

5:15pm – 6:00pm

Virtual Reception & Roundtable Discussions
Sponsored by Aon, Fisher Phillips, and Transamerica


Registration for this event will close on Tuesday, July 14th at 5pm ET. Be sure to register early, those that register by June 30th are guaranteed a swag bag delivered before the seminar!

Pricing for the Virtual CFO & Payroll Seminar
NAPEO Members: $199
Non-Members: $399

All cancellations, additions, and changes must be submitted to NAPEO in writing. Refunds will be issued for cancellations made through Monday, July 13th. A $25 processing fee will apply to all cancellations to cover administrative and event preparatory costs. No refunds will be given on or after Monday, July 13th.  

NAPEO thanks the sponsors whose generous support makes this event possible:

 



akerman logo
iSolved-Network---with---PEO-Power---Black _FisherPhillips_LogoTagline 2012 mchenry_final150
  
_Payroll Funding   _PrismHR    _Risk Transfer Insurance Agency    sage-Intacct-preferred_RGB
Slavic401k _SUNZ   _stonehenge gallagher company  

 

_Ameritas_Bison_Tag_WEB_color_189x57 (1)   _Aon    _BlueStar Logo_cropped 
           
 _Milliman_4c_CMYK-p4    Tabulera logo   Transamerica 


Questions about the seminar?

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.

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