CFO Seminar

Upcoming Events

Heartlands Leadership Council Meet Up August 20, 02:00 PM NAPEO's 2020 Annual Conference & Marketplace September 14-16, 2020

Marco Island, FL

NAPEO's 2021 PEO Capitol Summit May 18-21, 2021

Arlington, VA

NAPEO's 2021 Annual Conference & Marketplace September 27-29, 2021

Palm Springs, CA

NAPEO's 2022 PEO Capitol Summit May 17-20, 2022

Arlington, VA

July 15, 2020
12pm - 6pm ET

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

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.