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CFO/COO Seminar

CFO/COO Seminar

CFO/COO Seminar
July 11-12, 2017

Renaissance Minneapolis Hotel, the Depot

Back again for 2017 is the CFO/COO Seminar with the program including more sessions than ever!

Scott Klososky, a NAPEO favorite has been confirmed to kick off NAPEO’s CFO/COO Seminar. A former CEO of three successful tech startups and Future Point of View co-founder, Scott has over 25 years of experience as a successful technology entrepreneur and international consultant. His vision and ability to see emerging technology trends allows him to be a thought leader who helps organizations thrive, leaders prosper, and entire industries move forward with aggressive strategies for carving out 2-year leads on the competition. Scott is a visionary technology architect who helps organizations position themselves to win in the market through the consulting firm he founded – Future Point of View. Scott is simply not happy unless he is shaking up the way people think about technology, leadership, and how both are impacting the world. Scott will talk about “automation and the transformation of the PEO industry”. As lots of industries focus on automation and the future of technology, Scott will kick off the seminar discussing how automation will impact your PEO operations and the future of the PEO industry. He’ll address the concept of “Humology” – the balance between humans and technology and how you can use automation to help your PEO finances and grow your business operations.

Due to the success of last year’s evening event, we’ve decided to host one this year, too. This time, it’s built into the registration fee, so all are welcome. For 2017, we’ll learn a little bit about Minneapolis history while enjoying cocktails and dinner! Situated along the historic Mississippi Riverfront, and built into the ruins of what was once the world’s largest flour mill, Mill City Museum offers a unique experience and peak into Minneapolis' past. Here, visitors of all ages learn about the intertwined histories of the flour industry, the river, and the city of Minneapolis. All attendees will have access to the museum during the cocktail hour, followed by a gourmet dinner with plenty of time to network and unwind from the first day of the seminar.

We have also confirmed panel sessions that are new and updated for 2017, on different topics that will help all PEO finance/accounting/technology/operations in their daily operations. The highly rated roundtables will feature speakers from the industry sessions as well as hot topics in the PEO world!  The attendees will also get an update on CPEO status, and lots of networking time.

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

Tuesday, July 11, 2017


9:00am - 1:00pm

Accounting Practices Committee Meeting

8:00am - 10:30pm

PEO Primer (separate registration & fee required to attend)
Sponsored by Slavic401k

10:30am – 1:00pm

PEO University: Finance & Accounting (separate registration & fee required to attend)
​Sponsored by Slavic401k

1:00pm – 6:00pm

Sponsored by Worklio

2:00pm - 3:30pm

Opening Keynote Session with Scott Klososky: Automation and the Transformation of the PEO IndustrySponsored by Slavic401k

3:30pm - 4:00pm Networking Break & Table Top Exhibits
Sponsored by Risk Transfer Insurance Agency, LLC

4:00pm – 5:00pm

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

5:00pm – 6:00pm

Workers' Compensation & Finance: What You Need to Know
Peter Grabowski, Chief Financial Officer, PEMCO
Jeffrey Rendel, Chief Executive Officer, Stonehenge Insurance Solutions

6:00pm - 7:00pm

Networking Reception & Table Top Exhibits
Sponsored by Baldwin Krystyn Sherman Partners LLC and eflexgroup - the PEO Division of TASC

7:30pm – 10:00pm

Evening Networking Event 
(including in Full Registration)
Sponsored by NetWise Technology, PrismHR, Stonehenge Insurance Solutions and Slavic401k  

Wednesday , July 12, 2017


8:00am - 8:30am

Continental Breakfast & Table Top Exhibits
Sponsored by The ERISA Advisory Group

8:30am – 9:45am

Data Profitability & Your PEO
Daniel S. McHenry, Business Advisory Group Practice Leader, McHenry Consulting
Tanya Yakhnis, CFO, Tandem HR 

9:45am - 10:45am Cyber Security & Your PEO's Data
Joe Lazzarotti, Partner, Jackson Lewis
John Martin, President, First Watch Data Breach Solutions

10:45am – 11:15am

Networking Break & Table Top Exhibits

11:15am – 12:15pm

Roundtable Discussions

  1. Financial Reporting and Compliance – Jeff Solis, UHY, LLP
  2. Start-Up PEOs – Dan McHenry, McHenry Consulting
  3. FROS Survey – Steve Bentley – Avitus Group
  4. Benefits & Payroll Taxes – Sheldon Blumling, Fisher Phillips
  5. Cyber Security – John Martin, First Watch Data Breach Solutions
  6. Workers’ Comp & PEO Finances – Jeff Rendel, Stonehenge Insurance Solutions
  7. Data Profitability - Tanya Yakhnis, Tandem HR 
  8. M&A and Diligence Items to Review When Purchasing a PEO – Brian Nugent, Holland & Hart, LLP
  9. IRS Certification - Farrah Fielder, NAPEO

12:15pm - 1:30pm

Networking Lunch & NAPEO Government Affairs Update
​Sponsored by AEU Holdings, LLC.

1:30pm - 3:00pm

Profiles of “Best in Class” Fraudsters
Chris Peterson, Principal, UHY Advisors MI, Inc.
Jeffrey S. Solis, CPA, Senior Manager, UHY LLP

Affordable Hotel Room Rates
NAPEO has reserved a block of rooms at The Renaissance Minneapolis Hotel, the Depot at the discounted rate of $189. To make a reservation, Please call 1 (866) 211-4611 or (612) 375 1700 and ask for the NAPEO CFO/COO Seminar Room Block or Book your group rate for NAPEO CFO/COO Seminar. Please make your reservation by the cutoff date of June 19, 2017.

Continued Education Credits
Attendees of the CFO/COO Seminar are encouraged to request letters of attendance for any of the ​below credit types. For questions and requests, please contact Allie Hansen.

  • CPA CPE credits through the National Association of State Boards of Accountancy (NASBA)
    NAPEO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
  • SPHR and PHR (General HR) credits through the HR Certification Institute (HRCI)
  • South Carolina CPE (SC CPE) credits through Consumer Affairs of South Carolina

NAPEO would like to thank the following sponsors whose generous support will help make the CFO/COO Seminar possible:

Title Event Sponsors:        




Keynote Speaker                                                   

Evening Networking Event




Wi-Fi Sponsor:                                            PEO University Sponsor: 


 Continental Breakfast Sponsor:          Do Not Disturb Door Hangers:                  


Networking Break:

Tabletop Exhibits:







Networking Reception:



Registration Desk:





PEO Primer & PEO University:                     Lanyards:     





Questions about the CFO/COO Seminar?
Contact Robin Schlesinger, (703) 739-8176.

Questions about room reservations?
Contact Marisela Guzman, (703) 739-8168.

Interested in exhibits or sponsorships?
Please contact Nancy Benoudiz, (703) 739-8169.

Opening General Session – SBEA

Jeffrey S. Solis, CPA
Jeffrey S. Solis, CPA
Jeffrey S. Solis, CPA
Jeffrey S. Solis, CPA

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