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CFO/COO Seminar

CFO/COO Seminar

CFO/COO Seminar
July 11-12, 2017

Renaissance Minneapolis Hotel, the Depot

Back again for 2017 is the CFO/COO Seminar with the program including more sessions than ever!

Scott Klososky, a NAPEO favorite has been confirmed to kick off NAPEO’s CFO/COO Seminar. A former CEO of three successful tech startups and Future Point of View co-founder, Scott has over 25 years of experience as a successful technology entrepreneur and international consultant. His vision and ability to see emerging technology trends allows him to be a thought leader who helps organizations thrive, leaders prosper, and entire industries move forward with aggressive strategies for carving out 2-year leads on the competition. Scott is a visionary technology architect who helps organizations position themselves to win in the market through the consulting firm he founded – Future Point of View. Scott is simply not happy unless he is shaking up the way people think about technology, leadership, and how both are impacting the world.  He will talk to the group about technology as it impacts the CFOs and COOs of PEO companies.After Scott, we have confirmed panel sessions that are new and updated for 2017, on different topics that will help all PEO finance/accounting/technology/operations in their daily operations. The highly rated roundtables will feature speakers from the industry sessions as well as hot topics in the PEO world!  The attendees will also get an update on CPEO status, lots of networking time, and a fun evening outing on Tuesday night, which is now a part of the conference registration!

 Who Should Attend?

  • CFOs, Controllers, VPs/Directors of Finance or Accounting
  • Senior managers or department heads with accounting and finance responsibility
  • Accountants/financial advisors to PEOs
  • COOs, CTOs, VPs/Directors of Operations or Technology
  • Senior manager or department heads with operations and technology responsibility
  • Software and other technology or operations providers to PEOs
  • PEO owners/presidents

Schedule of Events

Tuesday, July 11, 2017


9:00am - 1:00pm

Accounting Practices Committee Meeting

8:00am - 10:30pm

PEO Primer (separate registration & fee required to attend)
Sponsored by Slavic401k

10:30am – 1:00pm

PEO University: Finance & Accounting (separate registration & fee required to attend)
​Sponsored by Slavic401k

1:00pm – 6:00pm

Sponsored by Worklio

2:00pm - 3:30pm

Opening Keynote Session with Scott Klososky

3:30pm - 4:00pm Networking Break & Table Top Exhibits
Sponsored by Risk Transfer Insurance Agency, LLC

4:00pm – 5:00pm

Preview of FROS Results
Steven K. Bentley, Chief Financial Officer, Avitus Group
Daniel S. McHenry, Business Advisory Group Practice Leader, McHenry Consulting
Johnathan Taylor, Chief Financial Officer, LandrumHR

5:00pm – 6:00pm

Workers' Compensation & Finance: What You Need to Know
Jeff Brickner, Accounting Director, Sheakley HR Solutions
Jeffrey Rendel, Chief Executive Officer, Stonehenge Insurance Solutions

6:00pm - 7:00pm

Networking Reception & Table Top Exhibits
Sponsored by Baldwin Krystyn Sherman Partners LLC and eflexgroup - the PEO Division of TASC

7:30pm – 10:00pm

Evening Networking Event 
(including in Full Registration)
Sponsored by NetWise Technology, PrismHR, Stonehenge Insurance Solutions and Slavic401k  

Wednesday , July 12, 2017


8:00am - 8:30am

Continental Breakfast & Table Top Exhibits
Breakfast sponsored by Clay Kelley

8:30am – 9:45am

Data Profitability & Your PEO
Daniel S. McHenry, Business Advisory Group Practice Leader, McHenry Consulting
Tanya Yakhnis, CFO, Tandem HR 

9:45am - 10:45am Cyber Security & Your PEO's Data
John Hale, VP of IT, PEMCO
Joe Lazzarotti, Partner, Jackson Lewis
John Martin, President, First Watch Data Breach Solutions

10:45am – 11:15am

Networking Break & Table Top Exhibits

11:15am – 12:15pm

Roundtable Discussions

12:15pm - 1:30pm

Networking Lunch & NAPEO Government Affairs Update
​Sponsored by AEU Holdings, LLC.

1:30pm - 3:00pm

Financial Capital Markets 

Affordable Hotel Room Rates
NAPEO has reserved a block of rooms at The Renaissance Minneapolis Hotel, the Depot at the discounted rate of $189. To make a reservation, Please call 1 (866) 211-4611 or (612) 375 1700 and ask for the NAPEO CFO/COO Seminar Room Block or Book your group rate for NAPEO CFO/COO Seminar. Please make your reservation by the cutoff date of June 19, 2017.

Continued Education Credits
Attendees of the CFO/COO Seminar are encouraged to request letters of attendance for any of the ​below credit types. For questions and requests, please contact Allie Hansen.

  • CPA CPE credits through the National Association of State Boards of Accountancy (NASBA)
    NAPEO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
  • SPHR and PHR (General HR) credits through the HR Certification Institute (HRCI)
  • South Carolina CPE (SC CPE) credits through Consumer Affairs of South Carolina

NAPEO would like to thank the following sponsors whose generous support will help make the CFO/COO Seminar possible:

Event Sponsors:        




Evening Networking Event




Wi-Fi Sponsor:                                            PEO University Sponsor: 


Tabletop Exhibits:







Networking Reception:



Registration Desk:







PEO Primer & PEO University:                     Lanyards:     




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Questions about the CFO/COO Seminar?
Contact Robin Schlesinger, (703) 739-8176.

Questions about room reservations?
Contact Marisela Guzman, (703) 739-8168.

Interested in exhibits or sponsorships?
Please contact Nancy Benoudiz, (703) 739-8169.

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