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
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12:00pm – 6:00pm
| Registration Open Sponsored by Fisher Phillips
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1:00pm - 1:30pm | Welcome & Introduction Casey Clark, President and CEO, NAPEO
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1:30pm -2:30pm
| Opening General Session - AI Technology & Financial Banking David Walton, Esq., Partner, Fisher Phillips Sponsored by G-P (Globalization Partners) and Slavic401k
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2:30pm - 3:30pm | CFO & Payroll Breakout Sessions |
| - CFO Breakout - Best Practices for Operating as a Multi-State PEO
Gordon M. Berger, Esq., Partner, Pierson Ferdinand Emily Bates, Vice President of Finance, Questco Maureen A. Ciarolla, CFO, Back Office Risk Angelo Papale, CPA, Manager, UHY LLP
- Payroll Breakout - Leveraging Technology & Automation to Increase Payroll Accuracy
Robert Byers, Director, Product Management, PrismHR Barry S. Jolly, Technology Group Practice Leader, McHenry Consulting Jenna Marceau, Chief Information Officer, Syndeo Outsourcing, LLC
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3:30pm – 4:00pm
| Networking Break Sponsored by Ameritas, AmWins Specialty Casualty Solutions, LLC, McHenry Consulting, NATPAY, Payroll Funding Company LLC, Risk Transfer, A Gallagher Company, and ThinkWare Corporation
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4:00pm – 5:00pm | CFO & Payroll Breakout Sessions |
| - CFO Breakout - How to Make Finance a Better Strategic Partner for Your PEO
Jean Goldstein, Principal, PEO Advisory Services, Inc. Wendy Katz, CFO, Questco Jenny Smith, CFO, ESI (eEmployers Solutions, Inc.)
- Payroll Breakout - State 401k Plan Updates & State Compliance
Sheldon J. Blumling, Esq., Partner, Fisher Phillips Scott A. Holechek, 2nd Vice President – Institutional Sales, Ameritas Retirement Plans
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6:00pm - 9:30pm | An Evening at Churchill Downs
Bus transportation to the venue will be provided; please meet on the lobby level at the 2nd Street entrance at 5:45pm to load buses. We will depart for the venue at 6:00pm. Sponsored by G-P (Globalization Partners) , Prism HR, and Slavic401k |
10:00pm | NextGen Meet-up Come hang out with your fellow NAPEO NextGen friends at the hotel bar. NAPEO NextGen is open to under 45 professionals in the PEO industry. |