CFO Seminar

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

1:30pm -2:30pm

Opening General Session - AI Technology & Financial Banking
David Walton, Esq., Partner, Fisher Phillips
Sponsored by G-P (Globalization Partners) and Slavic401k

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

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

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
  

6:00pm - 9:30pm

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

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.

8:30am - 9:15am

Breakfast & Roundtable Discussions
Sponsored by Citibank, N.A., Fisher Phillips, isolved, and Risk Transfer, A Gallagher Company

9:15am – 10:15am

General Session: Cybersecurity & Fraud
David Barton, Managing Director, UHY LLP
Ben Hunter, III, Principal, UHY Advisors
Kile E. Marks, Esq., Fisher Phillips
Sponsored by G-P (Globalization Partners) and Slavic401k

10:15am – 10:45am

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

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 -  Payroll & New Client Onboarding -
  After the Sale
  Michael Foster, Payroll Manager, Current HR                                                        Jo McClure, Director of Payroll Administration, Axcet HR Solutions

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 - Procedure Documentation
  Lisa Petrovich, Director of Payroll Operations, inTANDEM Human Resources, LLC
  Melanie Rhodes, Vice President, PEO, LandrumHR

12:45pm – 2:00pm

Networking Lunch
Sponsored by PrismHR