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CFO Seminar

July ​9-11, 2019
InterContinental Chicago Magnificent Mile

NAPEO's 2019 CFO Seminar will offer timely and informative educational programming for PEO industry financial professionals. Attendees will hear from industry experts on many issues affecting PEOs. Attendees will also benefit from networking with industry peers. 

 Back for 2019: PEO Technology Showcase

During this half-day event, PEO professionals will hear about technology developments and trends from the industry’s leading technology providers, followed by a networking reception with the providers to network and have any follow-up questions answered.​ ***The Technology Showcase is an added free bonus for CFO Seminar attendees and is open to PEO members only. PEO members wishing to attend just the Technology Showcase can register for the showcase only as well.***

 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 - Check back in 2019 for an update schedule, here was the schedule in 2018:

Wednesday, July 11, 2018

9:00am – 12:30pm

NAPEO’s Mid-West Leadership Council Forum

1:00pm – 6:00pm

PEO Technology Showcase ​***Open to PEO members only***

6:00pm – 7:00pm

PEO Technology Showcase Reception

 

Thursday, July 12, 2018

8:00am – 1:00pm

PEO University: Finance & Accounting (separate registration & fee required t

9:00am - 1:00pm

Accounting Practices Committee Meeting

1:00pm – 6:00pm

Registration

2:00pm - 2:30pm

Opening Session With Pat Cleary, President & CEO, NAPEO

2:30pm – 3:30pm

Preview of FROS Results

3:30pm – 3:45pm

Networking Break

3:45pm – 5:00pm

Taxes

5:00pm - 6:00pm

Networking Reception

6:00pm – 10:00pm

Evening Event: An Evening Aboard the Odyssey on Lake Michigan

 

Friday, July 13, 2018

8:00am - 8:30am

Continental Breakfast

8:30am – 9:45am

Captives/WC High Deductibles

9:45am – 10:45am

Cyber Security & Banking

10:45am – 11:15am

Networking Break

11:15am – 12:15pm

Roundtable Discussions

 

  • Business and Financial Analysis of the PEO Model
  • Best Software Tools
  • Banking & Cash Collections
  • Reconciliations – Bank, Benefit, Wage
  • IRS Certification
  • Start-Up Concerns
  • Payroll Tax Concerns

12:15pm – 1:30pm

Networking Lunch & NAPEO Government Affairs Update

1:30pm - 2:30pm Preparing for Audits


Pricing for the ​Seminar
***Full registration includes access to all workshop events (including the evening event). All registrations will go up $100 onsite.
Full Registration, NAPEO Members - $800
Full Registration, Non-Members - $1,750​

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.

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