CFO Seminar

NAPEO's CFO & Payroll Seminar

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

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 - 1:30pm	Welcome & Introduction Casey Clark, President and CEO, NAPEO
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
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
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 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.

Wednesday, July 24, 2024

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 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

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.

Questions about Continuing Education Credits?
Contact Kate Waggoner, Coordinator, Events & Education, at kwaggoner@napeo.org or (703) 739-8175. NAPEO is approved provider of HRCI, SHRM, and NASBA. NAPEO is eligible to offer credits from APA and SC CPE.