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NAPEO's CFO & Payroll Seminar

2024 CFO & Payroll Seminar
July 23-24, 2024
Louisville Marriott Downtown
Louisville, KY

Register

NAPEO's 2024 CFO & Payroll Seminar will be in Louisville, Kentucky on July 23-24! 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. And...after a successful running of the 150th Kentucky Derby this year, the group will head offsite to Churchill Downs on Tuesday evening for an exciting night at this iconic location, for some networking, bites, drinks, PEO friends, music, and maybe a chance to make your very own Derby hat.

More information forthcoming!

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:

Tuesday, July 23, 2024

9:00am – 1:00pm

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

Sponsored by BLR, G-P (Globalization Partners), isolved, Libertate Insurance LLC, and Slavic401k

10:00am - 1:00pm

Accounting Practices Committee Meeting

12:00pm – 6:00pm

Registration Open
Sponsored by Fisher Phillips

1:00pm - 1:30pmWelcome & Introduction
Casey Clark, President and CEO, NAPEO

1:30pm -2:30pm

Opening General Session - AI Technology & Financial Banking
Sponsored by G-P (Globalization Partners) and Slavic401k

2:30pm - 3:30pm

CFO & Payroll Breakout Sessions

 
  • CFO Breakout - Get Your PEO Audit Ready Including all the State Requirements
    Gordon M. Berger, Esq., Partner, Pierson Ferdinand
    Emily Bates, Vice President of Finance, Questco
    Maureen A. Ciarolla, CFO, Back Office Risk
    Collene Hagler, Tax Manager, UHY LLP

  • Payroll Breakout - Check back for further details

3:30pm – 4:00pm

Networking Break
Sponsored by Ameritas, AmWins Specialty Casualty Solutions, LLC, McHenry Consulting, Payroll Funding Company LLC, Stonehenge Insurance Solutions & Risk Transfer Insurance - Gallagher Companies, and ThinkWare Corporation

4:00pm – 5:00pm

CFO & Payroll Breakout Sessions

 
  • CFO Breakout - Using Your PEO's Finance Department as a Strategic Partner
    Jean Goldstein, Principal, PEO Advisory Services, Inc.
    Wendy Katz, CFO, Questco
    Jenny Smith, CFO, ESI (eEmployers Solutions, Inc.)
  • Payroll Breakout - Check back for further details

6:00pm - 10:30pm

An Evening at Churchill Downs

Bus transportation to the venue will be provided; please meet in lobby at 5:45pm to load buses; shuttle will leave hotel at 6:00pm EST. 
Sponsored by
G-P (Globalization Partners) , Prism HR, and Slavic401k

Wednesday, July 24, 2024

8:30am - 9:15am

Breakfast & Roundtable Discussions
Sponsored by Citibank, N.A., Fisher Phillips, isolved, and Risk Transfer Insurance Agency and Stonehenge Insurance Solutions- Gallagher Companies

9:15am – 10:15am

General Session: Cybersecurity & Fraud
Sponsored by G-P (Globalization Partners) and Slavic401k

10:15am – 10:45am

Networking Break
Sponsored by Ameritas, AmWins Specialty Casualty Solutions, LLC, McHenry Consulting, Payroll Funding Company LLC, Risk Transfer Insurance Agency and Stonehenge Insurance Solutions- Gallagher Companies, and ThinkWare Corporation

10:45am – 11:45am

CFO & Payroll Breakout Sessions

 
  • CFO Breakout - Results of NAPEO's Financial Ratio & Operating Statistics Survey
    Scott A. Hackworth, CPA, President, Industry Insights, Inc.
    Alex Campbell, Vice President and Chief Financial Officer, Staff Management, Inc.
    Johnathan Taylor, Vice President & CFO, LandrumHR
  • Payroll Breakout - Check back for further details

11:45am – 12:45pm

CFO & Payroll Breakout Sessions

 
  • CFO Breakout Sessions: IRS Audits for Clients
    Doug Abronski, General Manager, Abel HR, Inc.
    Doug Fahrnow, CPA, CGMA, Principal, CBIZ Somerset
    Brian Nugent, Esq., Partner, Akerman, LLP
    Thom Stohler, VP, Federal Government Affairs, NAPEO


  • Payroll Breakout - Check back for further details

12:45pm – 2:00pm

Networking Lunch
Sponsored by PrismHR

Hotel Reservations
NAPEO has reserved a block of rooms at the Louisville Marriott Downtown at the discounted rate of $269/night. Attendees will be emailed a reservation link in their confirmation email, once registered. This room block is available until Monday, July 1, 2024 or until rooms are sold out. We encourage you to reserve a room as soon as possible. For questions on room reservations, contact Kate Waggoner, Coordinator of Events & Education at kwaggoner@napeo.org or (703) 739-8175.

Questions about the conference?
Contact Connie Samuels, Director of Events and Education, at csamuels@napeo.org or (703) 739-8174.

Interested in sponsorships for this or other NAPEO programs?
Contact Nancy Benoudiz, Vice President of Membership Development, at nbenoudiz@napeo.org or (703) 739-8169.

 

 

NAPEO Thanks Its 2024 CFO & Payroll Seminar Sponsors!

 

Premier

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Partners

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Supporters

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Friends

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PEO University Sponsors

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