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NAPEO's CFO & Payroll Seminar

NAPEO's will be back with the CFO & Payroll Seminar in 2023! Sessions will include accounting and financial practical insight from the experts which CFO types can apply to 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. Check back for dates, locations and details soon.

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


Here's what you missed in 2022...

Tuesday, June 28, 2022

9:00am – 1:00pm

PEO University: Finance & Accounting
Baroque, 8th floor
(separate registration & fee required, light breakfast & lunch served)

Sponsored by isolved Network, Libertate Insurance LLC, and Slavic401k

10:00am - 1:00pm

Accounting Practices Committee Meeting
Abstract, 10th floor

12:00pm – 6:00pm

Registration Open
Gallery Ballroom Pre-Function, 6th floor

Sponsored by Fisher Phillips

1:00pm - 1:15pmWelcome & Introduction
Melissa Viscovich, Senior Vice President and COO, NAPEO
Gallery Ballroom, 6th floor

1:15pm -2:15pm

Opening Keynote Session:
An Economic Update with Ellen Rissman, Federal Reserve Bank of Chicago
Gallery Ballroom, 6th floor

Sponsored by PrismHR and Slavic401k

2:15pm - 3:15pmERTC & Tax Deferral Issues
Alex Campbell, Vice President & CFO, Staff Management, Inc.
Wendy Katz, CFO, Questco; 
Nick Kapiotis, General Counsel, NAPEO
Gallery Ballroom, 6th floor

3:15pm – 3:45pm


Networking Break
Gallery Ballroom Pre-Function, 6th floor

Sponsored by Ameritas, Globalization Partners and Key Risk (a Berkley Company) 

3:45pm – 4:45pm

CFO & Payroll Breakout Sessions

  • CFO: Results of the Financial Ratio & Operating Statistics Survey
    Scott Hackworth, Senior VP, Industry Insights, Inc.; 
    Johnathan Taylor, CFO, LandrumHR; 
    Todd Matheny, CFO & Vice President of Finance, Syndeo Outsourcing, LLC
    Gallery Ballroom, 6th floor

  • Payroll: The Remote Workforce & Your PEO Operations
    Maureen Ciarolla, CFO, Corporate Solutions; 
    Adam Delano, CIO, UniqueHR
    Courtney Smits, Manager of Partner Implementation, isolved Network
    Neoclassical, 8th floor
4:45pm - 5:45pm

CFO & Payroll Breakout Sessions

  • CFO: Managing Compliance for the Remote Workforce
    Jean Goldstean, Principal, PEO Advisory Services, Inc.;
    Wendy Katz, CFO, Questco; 
    Gordon Berger, Partner, FisherBroyles, LLC; 
    Jerry Kelly, VP Partners & Alliances, Globalization Partners
    Gallery Ballroom, 6th floor

  • Payroll: Helping Build Your Team: From Payroll Processor to Payroll Consultant
    Jo McClure, Director of Payroll Administration, Axcet HR Solutions;
    Lisa Petrovich, Director of Payroll Operations, InTANDEM Human Resources, LLC.
    Neoclassical, 8th floor

6:15pm - 10:30pm

 

 

Evening Event: A Night of Baseball with the Chicago Cubs
Wrigley Rooftops
Sponsored by Slavic401k, Stonehenge Insurance Solutions, A Gallagher Company and Summus Global

Wednesday, June 29, 2022

8:30am - 9:15am

 

Breakfast & Roundtable Discussions
Renaissance, 8th floor

Sponsored by Fisher Phillips, Pro Software, LLC, Risk Transfer Insurance Agency, LLC, and Transamerica  

9:15am – 10:15am

Keynote Session:
Cybersecurity- Are You Ready?
Alex Campos, CEO, Vensure Employer Services;
Norman Comstock, Managing Director, UHY Consulting;
Joseph Lazzarotti, Principal, Jackson Lewis P.C.
Gallery Ballroom, 6th floor

Sponsored by AmWINS Specialty Casualty Solutions, LLC, Aon, isolved Network, and PayrollPlans, Inc. 

10:15am – 10:45am

Networking Break
Gallery Ballroom Pre-Function, 6th floor

Sponsored by McHenry Consulting, PayrollPlans Inc., ThinkWare Corporation

10:45am – 11:45am

CFO & Payroll Breakout Sessions

  • CFO: Sell-Side Quality of Earnings
    Johnathan Taylor, CFO, LandrumHR;
    Steven Nigro, Managing Partner, TAG Financial Institutions Group, LLC.
    Gallery Ballroom, 6th floor

  • Payroll: Cybersecurity & Your PEO Operations
    Thomas Watson, CISO, isolved Network;
    Jenna Marceau, CIO, Syndeo Outsourcing, LLC.;
    Andrew Spidle, Director of Information Technoloy, Axcet HR Solutions
    Neoclassical, 8th floor

11:45am – 12:45pm

CFO & Payroll Breakout Sessions

  • CFO: Impact of Legalization of Cannabis on Banking & Compliance
    Roger Hays, President and CEO, PassioHR, Inc.;
    Ali Baydoun, Principal, UHY, LLP
    Gallery Ballroom, 6th floor

  • Payroll: Payroll Processes: A Candid Conversation
    Maureen Ciarolla, CFO, Corporate Solutions;
    Jenna Marceau, CIO, Syndeo Outsourcing, LLC,;
    Jo McClure, Director of Payroll Administration;
    Lisa Petrovich, Director of Payroll Operations, InTANDEM Human Resources, LLC.
    Neoclassical, 8th floor

12:45pm – 2:00pm

Networking Lunch
Renaissance, 8th floor
Sponsored by Citibank, N.A. and Tabulera, Inc.  

 1:00pm - 5:00pm

 

Mid-West Leadership Council Forum & Networking Lunch
(separate registration & fee required to attend)
Abstract, 10th floor

Sponsored by AmWins Specialty Casualty Insurance Solutions, Inc, MetLife, PrismHR, and Slavic401k

Questions about the conference?
Contact Robin Schlesinger, Vice President, Events & Member 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.

 

2022 CFO Seminar Sponsors

Premier
Slavic401k
 
Partners
aon_cropped_small isolvedNetwork_SMALL
   
PrismHR-Logos_HEX__Color (1)  
 
Supporters
amwins2022new200citi_blue-redarc_rgb

Benefactors
stonehenge gallagher company_cropped Summus_logo_icon_fullcolor_RGB
 
Friends
Ameritas BlueStar Temp Co-Brand CLR w Tagline250FisherPhillips_LogoTaglineGP_Logo Final
   
Key Risk InsuranceLibertate logo_cropped502012 mchenry_final150
   
PayrollPlans LogoPro Software image (4)RTIA Logo
   
TabuleraTransamerica 


PEO University Sponsors

isolvedNetwork_SMALL Libertate logo_cropped50
Slavic401k  

 

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