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Wednesday
September 19, 2012
10:00 am - 11:30 am
Play 1
Keynote: James O’Connell
Legislative Update
Tea Leaves and Fortune Cookies: Forecasting Compliance 2013-2014
Jobs, the economy, trillion-dollar budget deficits, a $15 trillion public debt burden and the future of healthcare reform, Social Security and Medicare make Election 2012 the most important in decades. How the President and Congress address these issues in 2013 and beyond will have profound implications for payroll and HR compliance.
Jim O’Connell returns to TPC with his crystal ball to forecast what’s likely to happen on the payroll tax holiday; the Patient Protection & Affordable Care Act; deficit reduction and America’s titanic public debt; the coming reform of the U.S. tax code; and Social Security. Jim will also contrast two scenarios for these issues depending on the outcome of Election Day 2012.
James O’Connell - Executive Consultant
Ceridian Corporation
Wednesday
September 19, 2012
12:45 pm - 2:15 pm
Play 2
California Payrolls – Game Time!
- Wage & Hour Issues
- State Taxation
- Payment of Wages
- Paid Time Off
- Pay Statement Requirements
It’s game time! As we kick off California Payrolls, we’ll talk about how California’s state Wage and Hour requirements are complex and can differ significantly from Federal laws. We will identify issues in the areas of minimum wage, overtime rules, and requirements for pay statements, terminations, vacation pay, and meal or rest periods.
Carl York, CPP – Director of Payroll
Omni Hotels and Resorts
The Fundamentals of Equity-Based Compensation
- Definitions and explanations of equity-based compensation
- When equity-based compensation becomes wages for FICA and income tax purposes
- Withholding issues and challenges around equity-based compensation
- Reporting equity-based compensation to employees
- What payroll professionals should know about corporate tax deductions in this area
The manner in which equity-based compensation is taxed and reported is often a challenging issue for payroll professionals. This presentation will facilitate an understanding of the commonly used types of stock-based compensation and will discuss considerations around vesting events, the transfer of stock to employees, and Form W-2 reporting.
Patty Lake Cady, CPP, CPA, CTP- Payroll Projects Consultant
Aon Hewitt
Project Management
- Processes
- Procedures
- Techniques
Got a big project? Get it done right!
Taunya Fritzsching, CPP – Payroll Tax Administrator
Noble Energy, Inc.
Exhibitor Forum: Tax & Related Services
- State and Federal tax service providers share their product and services offerings. Open forum for asking questions
- Presentations by: CIC Plus, FSI Track and TALX
This session is for attendees who would like to get information about state and federal tax service offerings. Attendees will have the opportunity to ask questions. This session will be conducted by vendors that will be attending the exhibit hall at the conference.
FLSA: Basic Standards for Non-Exempt Employees
- Minimum wage and deductions
- Overtime compensation
- Pitfalls of non-compliance: investigations and enforcement
Learn about the regular rate of pay issues such as overtime must be paid not only on base rate but on shift differential, on call pay, most bonuses and other types of incentive payments. This session will also cover hours worked issues, such as break time, meal periods, travel time, etc.
Brian Farrington – Attorney & Owner
Law Offices of Brian T. Farrington
Wednesday
September 19, 2012
2:30 pm – 4:00 pm
Play 3
California Payrolls – Going into Overtime
- Wage Orders
- Tax Forms
- Legislative Updates
- Local Issues
- Unclaimed Property
Let’s continue the discussion as this game goes into Overtime! In this session we’ll continue discussing some of the intricacies of paying people in California. We’ll also cover deductions, wage orders, an overview of tax forms, legislative updates, some local issues, and unclaimed property. Come prepared to learn more about the complexity that is California!
Carl York, CPP – Director of Payroll
Omni Hotels and Resorts
Stock Equity Programs
- Employee Stock Purchase (ESPP)
- Employee Restricted Stock Units (RSUs)
- Employee Stock Options (stock options granted to employees)
What are the tax implications of stock equity programs for the payroll department?
How do you meet the federal tax deposit deadlines and stay in compliance, and how should equity be reported for payroll on the W-2 Form?
In this class you will gain an understanding of the different types of stock equity programs that have unique tax handling and what the requirements are for reporting information on payroll, tax withholding, tax payment timing as well as what goes on the W-2 Form. This class focuses on U.S. income tax and reporting.
Patty Lake Cady, CPP, CPA, CTP - Payroll Projects Consultant
Aon Hewitt
First Step to Going Green: Get Off the Frozen Tundra
- How to quantify what’s possible for your company
- Strategies that have worked; plus a few that haven’t
- How to communicate your vision to management
- How to communicate change to employees
- 1st and 10 considerations
Change is one of the most difficult things to manage with regard to employees and their habits. When it comes to your most important delivery item, compensation, it’s even harder to shift into new ways of doing business. By focusing on benefits to employees and communicating a clear message to management, your organization will reap huge rewards, and you will have more time to focus on more important tasks in your department. In this course, you will learn:
John Goheen - Business Development
CIC Plus
Exhibitor Forum: Time & Attendance
- Brief demo of time & attendance products/services and open forum for asking questions
- Presentations by: TimeLink, Kronos and Associated Time
This session is for attendees who would like to see a demonstration of timekeeping products and services and to have the opportunity to ask questions. This session will be conducted by vendors that will be attending the exhibit hall at the conference.
FLSA: Basic Standards for Salaried Exempt Employees
- Salary basis of pay and permissible deductions
- Current status of Duties Tests: who can and cannot be salaried exempt
This session will discuss the importance of the Fair Labor Standards Act (FLSA) and the impact of misclassification on employers. This is one of the biggest targets of collective action litigation. Come learn how to protect your company by understanding the laws.
Brian Farrington – Attorney & Owner
Law Offices of Brian T. Farrington
Wednesday
September 19, 2012
4:15 pm – 5:30 pm
Play 4
Keynote: Drew Pearson
From the Locker Room to the Boardroom
My experiences as a Dallas Cowboy led to winning both on and off the field. The greatness of Tom Landry certainly produced victories on the field but his leadership and influence prepared me for life after football.
Drew Pearson
Former Dallas Cowboy Wide Receiver
Thursday
September 20, 2012
9:45 am – 11:15 am
Play 5
Tackling Forms W2 and 941
Dodge the penalty by learning:
- How to properly complete a Form 941
- What to report on a Form W2
- The importance of quarterly balancing
- What’s on the horizon for 2013 and beyond
Don’t commit an illegal procedure by filing inaccurate W2’s and 941’s. Recent and future legislation changes may leave you scrambling to beat a delay of game call.
Teresa Mulkey, CPP – Payroll Manager
Dr Pepper Snapple Group
Non-Taxable Fringe Benefits
- Should you punt or pass when it comes to De Minimis?
- Avoid penalty flags with gifts
- Score that field goal
- Extra point
- Safety
We will huddle up after half time to discuss what is NOT taxable income. Attendees are sure to score a touchdown with this informative session.
Susan Charles, CPP – Sr. Payroll Analyst
Sabre-Holdings
Garnishments – Child Support
- Child support withholding orders
- State laws on child support
- State law definitions of income and disposable earnings
Do the following acronyms: PRWORA, CCPA, OCSE, and CSE have you sitting on the sidelines? Well, join this class as we learn the meaning of the state and federal laws regulating child support orders. You will be headed down the field for the goal in 90 minutes, as we cover federal and state laws on child support orders and the employer’s obligation to withhold and remit.
Taunya Fritzsching, CPP – Payroll Tax Administrator
Noble Energy, Inc.
Exhibitor Forum: Pay Cards
- Demo by Pay Card providers and open forum for asking questions
- Presentations by: Rapid Paycard, FSV Payment Systems and Global Cash Card
This session is for attendees who would like to get information about pay cards. Attendees will have the opportunity to ask questions. This session will be conducted by vendors that will be attending the exhibit hall at the conference.
Texas Payday Act
Attendees will learn about Texas Payday Act issues such as deductions from pay and when pay is due to terminated employees.
Brian Farrington – Attorney & Owner
Law Offices of Brian T. Farrington
Thursday
September 20, 2012
1:45 pm – 3:15 pm
Play 6
Canadian Payroll
This session will cover the basics of Canadian payroll.
- What are the tax jurisdictions in Canada?
- What is involved in a net pay calculation?
- How are employees and employers taxed?
We’ll also tackle the withholding and remitting requirements in Canada. An overview of what to expect for year-end will minimize any fumbling and prepare you for the long haul.
Natasha Smyth, BSc (Agr), CPM - Vice President
OnPayroll.ca Corp
Taxable Fringe Benefits
- Gain crucial yardage and insights on relocation
- Complete those passes for awards and certificates
- Score a touchdown
- Be the quarterback
Payroll Professionals seem to be the referee between management and the IRS. Add to that the numerous penalties from other departments and you’ve got your hands full. Attendees at this session will aim for a first down when we learn about and discuss examples of what IS taxable.
Susan Charles, CPP – Sr. Payroll Analyst
Sabre-Holdings
Payroll Challenges in the Gulf of Mexico
- The Internal Revenue Service has issued guidance in regards to companies operating on the Outer Continental Shelf in the Gulf of Mexico. Such foreign vessels and foreign crew members are, in many cases, operating in U.S. territorial waters and may be subject to US individual income taxes as well as US payroll taxes
- What challenges are presented for payroll delivery to these crew members? What risks do they present to companies inside and outside the U.S.? What roadblocks can the IRS initiative create?
- This presentation will explore the offshore issues facing many companies and provide common sense solutions
- Is the IRS getting ready for an all-out blitz on foreign ships working in the Gulf of Mexico? Discuss the playbook for payroll compliance in these uncharted waters
Michael Shopoff, Sr. Manager - Global Employer Services
Deloitte Tax LLP
Exhibitor Forum: Outsourcing Your Payroll
- Brief demo of HR/Payroll products/services and open forum for asking questions.
- Presentations by: ADP, Ultimate Software and G & A Partners
This session is for attendees who would like to see a demonstration of HR/Payroll products/services and to have the opportunity to ask questions. This session will be conducted by vendors that will be attending the exhibit hall at the conference.
Huddle Up: Ask an Employment Lawyer
- Open forum for asking questions and discussion
This session provides an opportunity to get answers to those difficult questions that have eluded you.
Brian Farrington – Attorney & Owner
Law Offices of Brian T. Farrington
Thursday
September 20, 2012
3:30 pm – 5:00 pm
Play 7
Don’t Be a Rookie if you’re Processing Payroll in Quebec
What makes processing payroll in Quebec different than the rest of Canada? It could be like Aussie rules are to the American grid iron. This session will address some of the differences:
- What are the tax jurisdictions in Quebec?
- Which levies and taxes should you be aware of that are unique to Quebec?
- How is year-end processing different in Quebec?
Figure out where you fit in on the team. Are you the gunner quarterback, throwing the winning touchdown? Or are you the kicker, receiver or punt returner that ensures there is a smooth year end? Find out as you are taken from a rookie to a pro of processing payroll in Quebec.
Natasha Smyth, BSc (Agr), CPM - Vice President
OnPayroll.ca Corp
Tax Implications for mobile Employees
- “WFH” – work from home
- Traveling or Regional Coverage workforce
What are the tax implications for your Mobile work force? Are you on the offense or defense when it comes to Income tax withholding at the state and local Level?
Bruce E. Phipps, CPP - Corporate Payroll Manager
Albert Einstein Healthcare Network
Garnishments – All Others
- Tax levies
- Bankruptcy orders
- Creditor garnishments and more
Involuntary deductions can cause game delays. This class will help you learn the federal and state laws on involuntary deductions and the employer’s obligation relating to them. So, go for the goal with discussions on involuntary deductions and the priority of each order as well as compliance of federal and state regulations.
Taunya Fritzsching, CPP – Payroll Tax Administrator
Noble Energy, Inc.
Exhibitor Forum: Support Services – Leave Tracking, Reference Resources & Canada Payroll
- Brief demo by Support Service providers including: Leave Tracking, Reference Materials and Canada Payroll
- Presentations by: Qqest Employment Services, OnPayroll.ca Corp, and Wolters Kluwer Law and Business Publications
This session is for attendees who would like to get information about Support Services. Learn more about offerings for Leave Tracking, Reference Materials and Canada Payroll. Attendees will have the opportunity to ask questions. This session will be conducted by vendors that will be attending the exhibit hall at the conference.
Protect Your End Zone with SOX Compliance and Internal Controls
The class playbook will cover:
- The requirements and purpose of SOX compliance
- Payroll’s role in implementing the internal control requirements, such as segregation of duties and written retention policies
- How payroll can benefit from internal controls
- How payroll can be protected by the whistleblower provision in this Act even if not covered from a legislative standpoint
The Sarbanes-Oxley Act of 2002 impacts companies whose stock is publicly traded and who are governed by the Securities and Exchange Act of 1934. Even if you are not a publicly traded company, you can benefit from compliance with this Act!
Valery Noakes, CPP – Payroll Manager
Tesoro Companies, Inc.
Thursday
September 20, 2012
5:15 pm – 6:15 pm
Play 8
Fifteen Yard Penalty for Holding- Your Documents, That is!
Record Retention
- Statutory Requirements
- Type of Records
- Setting up a plan
This class will let you know what is needed to get your company into compliance and keep you there. You will learn what agencies control which records and their retention requirements. Are you looking for ways to store your records that are acceptable to the government? Would you like to help your company save thousands of dollars in penalties? If so, this class can help.
Becky Mather, CPP – Consultant
R. S. Mather H. R. and Payroll Consulting
Don’t Get Sacked! Corporate Payroll - Protecting Our Employees’ Identity
- 1st Down - Payroll & Human Resources Security Objectives
- 2nd Down - Security Awareness, Education, and Training
- 3rd & Long - Trends in Laws for the Protection of Personal Information
- Touchdown! - A Winning Game Plan
Off sides Mr. Employer! 15-yard penalty, loss of down and a $200,000 fine! Don’t get sacked because you don’t understand the requirements to protect your employees’ data. State, Federal and International Trends will continue to mandate “How” to Safeguard Personal Information including employee data. This class will “Blitz” you from all sides, but afterwards you’ll know how to protect your “Blindside.”
Head Coach: Keith Webb – Technology Evangelist
Ultimate Software
Defensive Coordinator: Stephen Smith – Strategic Account Manager
Ultimate Software
Business Continuity – Building a Human Capital Management Playbook
Build a complete game plan, including both offensive and defensive game plans! How can cloud computing assist with disaster recovery and crisis management solutions? What is HCM and how can it help? Come ready to learn and explore the possibilities these new technologies and how they can be the Hail Mary Pass we all need in our playbook!
Marcus Goodrich - District Manager
ADP Major Accounts
MVP Relocation
- Relocation Training Camp
- Season Updates
- Recruiting and Retaining / Driver Shortage Issues
- Policy Matchups
- Scoring Expenses
- A winning program, Outsourcing and/or Direct Model
Bruce Waller and Mike Gonzales have been helping corporations relocate their most valuable assets, their people, for many years. Talent Management Strategies are the lifeblood to the success of any company. Mobility programs come in all shapes and sizes. Bruce and Mike will show how to get the most value out of your relocation program from a different view point. They will also provide money saving ideas to improve your program while assisting those in your recruiting department!
Bruce Waller, CRP - Vice President, Corporate Relocation
Armstrong Relocation
Michael Gonzales, CRP – President
Armstrong Relocation
Making the Winning Score with Meaningful Metrics
Got a meeting with the Head Coach and the General Manager to discuss productivity and efficiency? Need to prove to your Team Captains that your process is successful or that your recent implementation is stabilized? How do you measure productivity and efficiency within your organization without having someone dedicated solely to the process? Join us for this presentation and we’ll show you how! Learn to talk the talk of your Executive Director or your CFO to successfully communicate quality, production and efficiency.
Gerald Whittmore, CPP - Payroll Director/Hess Account
ACS, Inc. A Xerox Company
Friday
September 21, 2012
8:30 am – 10:00 am
Play 9
Touchdown! Dance at the Goal Post, Scream and Shout, Delivering Quality Customer Service is What it’s all About!
Deadline-sensitive, process-driven individuals can find switching from defense to offense difficult, especially when your customer is acting more like a defensive tackle than a member of your own company! In this session we will explore ways to bring a smile to your most difficult customer. We’ll discuss how to overcome those goal line stances, illegal motions and avoid penalties on the playing field.
Martha Baxter – Assistant Payroll Manager, North America
Men’s Warehouse
De Ann Doonan, CPP - Director Global Payroll
Maxim Integrated Products
Friday
September 21, 2012
10:45 am – 12:15 pm
Play 10
The Payroll Accounting Blitz
Are you a rookie when it comes to understanding payroll accounting? Double team your weak side by expanding your knowledge of payroll’s affect to the General Ledger. In this class you will learn:
- The meaning of various accounting statements
- The purpose of the General Ledger and Chart of Accounts
- Step-By-Step posting of common payroll transactions
Teresa Mulkey, CPP – Payroll Manager
Dr Pepper Snapple Group
Want To Get Your Child Support Income Withholding Orders Electronically? The e-IWO Process is the Answer!
Imagine being able to receive child support Income Withholding Orders electronically– NO MORE PAPER!!! Currently, 23 states, using the OCSE e-IWO Portal, are sending child support Income Withholding Orders electronically to over 230 large employers comprising 2,300+ FEINs. This workshop will explain how the e-IWO process works and how easy it is for employers to join and begin getting their IWOs electronically. Plans for automating the National Medical Support Notice will also be discussed.
William Stuart - Principal System Architect
Federal Office of Child Support Enforcement
Fundamentals of Expatriate Compensation
- How exclusions and treaties help to minimize tax liability of US Expatriates
- Overview of the Balance Sheet approach, with emphasis on Tax equalization and hypothetical tax
- Importance of Mirror (or Shadow) Payroll
- Impact of foreign compensation on US Payroll
In this fast-paced world of globalization and global mobility, payroll professionals are faced with the challenge of keeping pace with the various payroll requirements to serve expatriates. Our business partners and HR partners rely on Payroll to ensure that expatriate policies are implemented and taxed appropriately. In this session, you will gain an understanding of common expatriate compensation practices and tax withholding requirements.
Amy Parrent, CBP, CCP, GMS – Director IHR
Deloitte Tax LLP
Get Double Coverage at the Retail & Hospitality Roundtable
- Electronic Payments
- E-Verify
- Tips
- SSNs
Join two seasoned industry professionals as they discuss the complexities shared between both retail and hospitality industries and walk away with the answers and best practices you have been searching for. Prepare to share your "pro-bowl" stories and network with payroll professionals that can directly relate to your industry.
Rhonda Potter, CPP - Payroll Manager
Wyndham Worldwide
Susan Charles, CPP – Sr. Payroll Analyst
Sabre-Holdings
Local Taxes A-L
The first half of the local taxes game is underway. Learn all about Local Income Taxes in the States A thru L. How do we avoid penalties that may arise from illegal procedures? How do we strive for that touchdown at the end of the Quarter? Join the discussion and listen to a play by play from the booth!
Bruce E. Phipps, CPP - Corporate Payroll Manager
Albert Einstein Healthcare Network
Friday
September 21, 2012
12:30 pm – 2:00 pm
Play 11
Pre-Game Year-End Best Practices
In this Lunch & Learn session we will share year-end best practices. What can we do monthly or quarterly to help make year-end go seamlessly? What can be done today to prevent W2-c’s in February? What information do we need to gather from Accounts Payable or T&E? We will review strategic planning tips, common taxation mistakes as well as discuss commonly missed fringe benefits. Let’s get on the offense and drive towards the end zone, with the push to score a successful year-end!
Gerald Whittmore, CPP - Payroll Director/Hess Account
ACS, Inc. A Xerox Company
Friday
September 21, 2012
2:15 pm – 3:45 pm
Play 12
Calculations Training Camp
- Basic Gross-Ups
- Federal Income Tax Withholding
- Regular Rate of Pay (Basic)
- Overtime
Who said Training Camp was for Rookies? Today, payroll systems do all the work for us. However, when an employee asks you if their check is accurate, do you know the answer? Do you know how to calculate a paycheck manually? Huddle up with us this session to go over some basic payroll calculations and ensure you have a solid foundation to handle those tough questions! Bring a calculator and a pencil!
Carl York, CPP – Director of Payroll
Omni Hotels and Resorts
Heading for the End Zone…Prepare for the CPP
Have you just been drafted to a new team and feel like you are sitting on the bench? Don’t be a rookie, get off the bench and become a Pro and head for the end zone! Join our team meeting where Coach Graham will discuss:
- What are the benefits of taking the FPC/CPP?
- What can I expect?
- Need some practical advice for test-taking?
Follow our playbook for information about the certification process, test taking strategies, what to study, and some sample test questions. Become a game changer instead of a spectator!
Holly Graham, CPP – Payroll Administrator
University of St. Thomas
Introduction to Expatriate Tax & Tax Equalization
- Introduce the concept of and explain the need for tax equalization
- Discuss the many different characteristics of tax equalization
- The importance of hypothetical tax withholding
- The need for Tax Advances/Gross Up’s
- Discuss other tax equalization tips and pitfalls
In this session, we will discuss the purpose of tax equalization for mobile employees (foreign and state to state). We will also discuss various aspects of a tax equalization calculation and a tax equalization policy, along with identifying how the year end “true up” is calculated.
Amy Parrent, CBP, CCP, GMS – Director IHR
Deloitte Tax LLP
Shane Grace – Tax Director
Deloitte Tax LLP
FSA vs. HSA and Cafeteria Plans - What's the Difference?
- HSA’s
- FSA’s
- HRA’s
- Cafeteria Plans
- Health Care Reform
This session will tackle the fundamentals, rules and regulations around FSA's and HSA's. We will also discuss some of the team of Cafeteria Plan players and the line-up of how the three may play together. We'll look at some issues that the Health Care Reform Act has created for these benefits. Health Care Reform will change the FSA limits in 2013 and has created several federal and state tax dilemmas for some dependent children. You won't want to miss this session - we'll be sure to get a touch-down! Which will the winning line-up be for your company...is it just a coin-toss?
Billy Meyerkorth, CPP - Payroll Manager
American Century Investments
Local Taxes M-Z
We are back for the second half of our game; learning all about Local Income Taxes in the States M thru Z. How do we avoid penalties that may arise from illegal procedures? How do we strive for that last minute touchdown at the end of the game? The discussion continues from the booth!
Bruce E. Phipps, CPP - Corporate Payroll Manager
Albert Einstein Healthcare Network
Friday
September 21, 2012
4:00 pm – 5:30 pm
Play 13
Calculations Regular Season
- Complex Gross-Up Calculations
- Weighted Average Overtime
- Taxable value of GTL over $50,000
- Imputed Income
- Gross-to-net Problems
We covered some basic calculations in Training Camp; now, join us for the Regular Season where we will cover additional topics and explore more complex calculations. We will add on to the calculations from training camp making them more complex, and we’ll tackle some sample problems. For example, what if your company asks you to gross-up a check and include 401(k)? Let’s see if you’re ready to go long in the big game! Bring a calculator and a pencil!
Carl York, CPP – Director of Payroll
Omni Hotels and Resorts
How to Score a Touchdown with HR - Bridging the Gap Between HR and Payroll
- What is HR really saying? - Learning their language
- Tips on building a partnership with HR
- 5 Reasons HR and payroll should work together
- Ways Payroll and HR can save the company money by working together
Do you sometimes feel that Human Resources and Payroll are speaking different languages? Do you feel that neither department is worried about the other’s time schedule? Come join this interactive workshop to help understand how you can better work together for both the company and your department.
Rhonda Potter, CPP – Sr. Payroll Manager
Wyndham Worldwide
Becky Mather, CPP – Consultant
R. S. Mather H. R. and Payroll Consulting
The Basics of Dual Payroll for Expatriates: Splits & Shadows
- A base level understanding of expatriate payroll
- Four basic approaches to expatriate dual payroll: Recommended split, Flexible split, Required split and Shadow payroll
- Why companies decide to use these approaches and suggested alternatives to each
- The challenges faced by Payroll and HR groups when dual payrolls are used
- Recommendations for operating efficient dual payroll programs
Dual payrolls are complex strategies for compensating expatriates that require extensive coordination between international HR professionals, payroll teams, service providers, and assignees. In this session, we will discuss four primary approaches to dual payrolls, as well as the advantages and disadvantages of each. This is an intermediate level class.
Amy Parrent, CBP, CCP, GMS – Director IHR
Deloitte Tax LLP
Shane Grace – Tax Director
Deloitte Tax LLP
Changing Pay Frequencies - the Good, the Bad and the Ugly...
- Common pay frequencies
- State considerations
- How to pay correctly during the change
- Does it have to be a nightmare?
- Work Week changes
We'll draft and discuss the various pay frequencies that companies use. We'll also look at the advantages and disadvantages of the various cycles. Not all cycles fit all companies and company plans. While getting our defense in line, we'll also tackle some of the various state considerations to replay while deciding if a change in your payroll frequency is in need. We'll also kick it up and tackle the proper pay calculations that should occur if a company decides to change their pay frequency. We'll bring up the defense with a discussion of the strategy involved in deciding and planning a change in pay frequencies. Finally, we'll take a look at changing work weeks and the issues around this type of change.
Billy Meyerkorth, CPP - Payroll Manager
American Century Investments
Huddle Up: Ask a Payroll Professional
Our stellar Offensive Line will answer your payroll questions. No questions are Out of Bounds; however, they should be payroll related.
Bruce E. Phipps, CPP - Corporate Payroll Manager
Albert Einstein Healthcare Network
Teresa Mulkey, CPP – Payroll Manager
Dr Pepper Snapple Group
Saturday
September 22, 2012
8:30 am – 10:00 am
Play 14
Reaching the Merger & Acquisition End Zone
In this employment tax huddle, we will review pre-and post-game strategies that are vital to the merger & acquisition team. Some of the winning plays you will learn include:
- Due diligence—how to identify and quantify the employment tax liabilities of the target company
- Pre-merger tax planning—how the who, what and when affects employment tax costs and efficiencies
- Implementation—how transactions are generally reported for federal and state employment tax purposes (e.g., Form 941, Schedule D)
- Post-implementation—how a well designed follow up check list can save time and money
- Look back—how a review of prior-year mergers and acquisitions may result in tax refunds
Gregory Carver - National Director, Employment Tax Services
Ernst & Young
Matthew D. Ort – Manager, Employment Tax Services
Ernst & Young
The Company Playbook – How to Develop and Write Your Company’s Employee Handbook
A well drafted employee handbook is the playbook for a company. It helps communicate expectations, company mission and values, benefits and organizational policies. This presentation will discuss the essential plays of an employee handbook, guidelines for drafting recommended policies, a review of “hot” new policies employers are adding to their handbooks and how to effectively implement and use a handbook in your organization.
Brittany Cullison, PHR – HR Advisor
G&A Partners
Form I-9 & the E-Verify: Employment Eligibility Verification
All U.S. Employers must complete and retain a Form I-9 for each individual they hired after November 6, 1986 for employment in the United States as long as the person works for pay and other benefits. This includes citizens and non-citizens.
During this informative session, attendees will receive an overview of both the I-9 and the E-Verify process including how to enroll, employer responsibilities, program highlights and retention and storage requirements.
Get answers to questions about when an employee can start to work or what to do if the employee cannot produce the required documentation.
Michael A. Pollard - Management & Program Analyst
US Dept. of Homeland Security, Citizen and Immigration Services
Overtime in Public Sector Payrolls
This class will present an overview of the options available to public sector agencies in calculating overtime. In addition, we will discuss the legal rules and regulations that govern the calculation and payment of overtime in the public sector environment and how these differ from the private sector.
Donna Martindale, CPA - Implementation Manager
Local Government Division
Tyler Technologies, Inc.
Local Taxes OH & PA
We’re going into overtime! Learn all about the new changes relating to PA Act 32 and review any last minute audible from the sidelines in Ohio. Overtime rules apply:
- Avoid penalties that may arise from illegal procedures
- Strive for that overtime touchdown
Bruce E. Phipps, CPP - Corporate Payroll Manager
Albert Einstein Healthcare Network
Saturday
September 22, 2012
10:15 am – 12:00 pm
Play 15
Don't Be a Benchwarmer - Get Out on the Field!
- Self Motivation
- Leadership
- Life's Challenges
- Time Management
- Advancement & Goals
This general session is sure to be a win! We will help professionals have fun in life and their careers. We will look at overcoming challenges, getting motivated and how we can make time for those "extra points" that will add fun to our daily lives. We'll run the side line with some time-management tactics and games we can play in order to ensure we have fun in our daily lineups. We'll take an offensive turn and look at leadership and how everyone on the team is a leader. This will be a fun and interactive workshop that will help professionals find their goals and achieve them - all while having fun! Remember - life is a GAME - it's okay to play!
Billy Meyerkorth, CPP - Payroll Manager
American Century Investments
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