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Back again for 2021 is the CFO& Payroll Seminar, following the success of expanding on the popular CFO Seminar virtually in 2020. Sessions will include accounting and financial practical insight from the experts which CFO types can apply in successfully managing their PEO’s finances and operations during the CFO track. At the same time as the CFO track, PEO payroll attendees will have their own track with practical advice on what is happening on the PEO payroll front.  The group will come together for general sessions, the roundtables, and all networking functions.  

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

Preliminary Schedule of Events

Wednesday, June 23, 2021

9:00am – 1:00pm

PEO University: Finance & Accounting (separate registration & fee required)
Gordon Berger, Partner, Fisher Broyles
Sheldon Blumling, Partner, Fisher Phillips
Jean Goldstein, Principal, PEO Advisory Services, Inc. 
Jeff Solis, Principal, UHY, LLP
Sponsored by isolved Network, Slavic401k, and Summus Global

10:00am - 1:00pm

Accounting Practices Committee Meeting

12:00pm – 6:00pm

Registration
Sponsored by PrismHR

1:00pm - 1:30pm

Welcome and Introduction
Pat Cleary, President and CEO, NAPEO

1:30pm -2:45pm

Opening Keynote Session - A Post-Pandemic Economic Update
John Slavic, CEO & President, Slavic401k
Sponsored by isolved Network

2:45pm – 4:00pm

CFO & Payroll Breakout Sessions
CFO - True Client Profitability
Dean Andersen, CFO, G&A Partners
Jean Goldstein, Principal, PEO Advisory Services, Inc.
Tanya Yakhnis, CFO, Tandem HR 

Payroll - Best Practices in Creating Payroll Efficiencies
Courtney Green, Process Manager, UniqueHR
Jenna Marceau, Chief Information Officer, Syndeo Outsourcing, LLC
Karena McCafferty, Associate Director of Payroll, LandrumHR
Jo McClure, Director of Payroll Administration, Axcet HR Solutions 

4:00pm – 4:30pm

Networking Break
Sponsored by NatPay and Tabulera, Inc.

4:30pm – 5:30pm

CFO & Payroll Breakout Sessions
CFO - What Next? A Post-COVID CFO Update
Pam Clearwater-Lovell, VP of Finance & Administration, Focus OneSource
Wendy Katz, CFO, Questco
Todd Matheny, CFO, Syndeo Outsourcing, LLC

Payroll - Developing Your PEO Payroll Team
Jo McClure, Director of Payroll Administration, Axcet HR Solutions
Kate Rhea, Director of Payroll, Syndeo Outsourcing, LLC 

6:00pm – 9:00pm

An Evening on the JW Lawn: A Concert Featuring Ken Jewell
Sponsored by Aon, Stonehenge Insurance Solutions, A Gallagher Company, and Summus Global

Thursday, June 24, 2021

8:00am - 8:30am

Continental Breakfast
Sponsored by Ameritas and Key Risk Insurance Company

8:30am – 9:30am

General Session: Lessons Learned for Your Financial & Payroll Departments During a Cyber Attack
Jenna Marceau, Chief Information Officer, Syndeo Outsourcing, LLC
Richard Peters, Principal, UHY, LLP
John Ykema Co-CEO, eEmployer Solutions, Inc.
Sponsored by Slavic401k

9:30am – 10:45am

CFO & Payroll Breakout Sessions
CFO - Merger & Acquisitions: Valuations & Structure of Deals
Brad Buttermore, Managing Partner, Capital Alliance Corporation
Matt Claus, M&A Group Practice Leader, McHenry Consulting
Rob Comeau, CEO, Business Resource Center, Inc.
Steven Nigro, Managing Partner, TAG Financial Institutions Group, LLC
Johnathan Taylor, CFO, LandrumHR


Payroll: Best Practices Related to Payroll Compliance in the Multi-State Arena
Sheldon Blumling, Partner, Fisher Phillps
Maureen Ciarolla, CFO, Corporate Solutions
Brian Lamos, IT/Finance, Keena

10:45am – 11:15am

Networking Break
Sponsored by Fisher Phillips and Notice Ninja, Inc. 

11:15am – 12:15pm

CFO & Payroll Breakout Sessions
CFO - Results of 
NAPEO’s Financial Ratio & Operating Statistics Survey
Scott Hackworth, SVP, Industry Insights, Inc. 
Johnathan Taylor, CFO, LandrumHR
Tanya Yakhnis, CFO, Tandem HR

Payroll - American Rescue Plan Act and Payroll
Karena McCafferty, Associate Director of Payroll, LandrumHR
Amie Remington, General Counsel, LandrumHR

12:15pm – 1:15pm

Roundtable Discussions
Sponsored by Milliman, Risk Transfer Insurance Agency, LLC and UHY, LLP

1:15pm – 2:15pm

Networking Lunch & NAPEO Government Affairs Update
Sponsored by BlueStar Retirement Services, Inc. and Globalization Partners

 

Pricing

 NAPEO Member Pricing   Non-Member Pricing
 Full Registration $900  $1,750
 Wednesday-Only Registration $575  $1,100
 Thursday-Only Registration $500  $950

All cancellations, additions, and changes must be submitted to NAPEO in writing. Refunds will be issued for cancellations made through Thursday, June 17th . A $50 processing fee will apply to all cancellations to cover administrative and event preparatory costs. No refunds will be given on or after Thursday, June 17th.

Hotel Information
NAPEO has reserved a block of rooms at the JW Marriott Tampa Water Street at the discounted rate of $189/night. Details on hotel reservations, including the reservations link, will be emailed directly to paid attendees. NAPEO's room block is available until Friday, June 11, 2021. Our block is selling out quickly, so we strongly encourage you to reserve a room as soon as possible.

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, 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.

 

2021 CFO Seminar Sponsors

Industry Champion
isolvedNetwork_SMALL Slavic401k
 
Partner
PrismHR-Logos_HEX__Color (1)  
 
Benefactors
aon_cropped_small stonehenge gallagher company_cropped
   
Summus_logo_icon_fullcolor_RGB  
 
Friends
Ameritas_Bison_Tag_WEB_color_189x57 BlueStar Logo
   
FisherPhillips_LogoTagline GP_Logo Final
   
Key Risk Insurance Milliman_4c_CMYK-p4
   
NatPay logo NoticeNinja
   
RTIA Logo  Tabulera
   
ThinkWare logo (1) Transamerica
   
UHY_LLP_high-res  

 

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