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Speaker Biographies
De Ann Doonan, CPP
As Director of Global Payroll at Maxim Integrated Products, De Ann Doonan, CPP leads a team responsible for 10,000 employees in 31 countries. Prior to coming to Maxim, she was the Director of Global Payroll for Dell responsible for 96,000 employees in 63 countries.
For the last five years, De Ann has managed payrolls in Brazil, Panama, Asia, India and Europe implementing change to drive efficiency, creating payroll processing hubs and implementing new payrolls. Throughout her career, De Ann has specialized in the management of large teams, people development and acquisition integration.
A proponent of education, De Ann has volunteered in the Education Program of the Dallas Chapter APA, teaching on behalf of the Chapter segments of the Basic, Intermediate and Advanced Payroll courses at Northlake College. She also teaches at the State-wide level on behalf of the Texas Payroll Conference, where she has been a returning speaker for the last 6 years. She has spoken at several multi-national conferences for Webster Buchanan and ADP.
De Ann was awarded the Dallas Chapter Payroll Professional of the Year in 2005. She was voted Texas Payroll Professional of the Year in 2008 by the Texas Payroll Conference Board. Currently she sits on the board of the 2012 Texas Payroll Conference and holds the position of Speakers Chair.
De Ann earned her Management degree from Texas Wesleyan College in 1983 and her CPP in 2000 (recertified in 2005, 2010). She is a member of the American Payroll Association (APA) and the Dallas Chapter, APA.
Martha Baxter
With more than 25 years of experience in directing, managing and implementing payroll processes and systems while ensuring training and development of the payroll staff, Martha Baxter, Manager of Payroll at Men's Warehouse, currently directs and supervises the North American payroll operations. Martha Baxter is currently serving as President-Elect for the Texas Payroll Conference.
For more than 30 years, Martha Baxter has been delivering HR and payroll-related presentations in multiple venues including the Texas Association of School Business Officials (TASBO) and the National Gaming Commission on Internal Controls for Indian Casinos/Bingo establishments. Between 2000 and 2010, Ms. Baxter presented numerous times on payroll issues at the National Sales Convention for Sally Beauty as well as Conn Appliances. Her audiences have ranged in size from 20 to 800 attendees. Ms. Baxter presents on topics such as: ‘HR/Payroll – Bridging the Gap’, ‘Paper or Paper(less) Representing Kronos Timekeeping’, and other payroll subject matter certification classes including Garnishments, Payroll 101, Payroll 201, Record Keeping, Payroll Calculations, Overtime pay and other payroll best practice classes.
Gregory Carver
Gregory Carver is Ernst & Young LLP’s Director of Employment Tax Services in the Indirect Tax Services practice. He oversees employment tax professionals throughout the firm. Greg’s primary role is to identify that appropriate resources are deployed to firm clients and deliver quality work products and overall client satisfaction.
Greg has more than 25 years of employment tax experience working closely with many of the firm’s Fortune 1000 clients in various industries. He has been intimately involved in leading strategic tax planning engagements assisting clients to secure multimillion dollar refunds and savings. Specifically, Greg has directed many clients through the design and implementation of executive-level planning strategies incorporating and addressing all of the clients business, non-business, and tax issues.
Prior to joining Ernst & Young LLP, Greg was a Partner at Strategic Resources Group, a state and local tax firm that focused on comprehensive business restructurings to achieve state and local tax savings.
Greg holds current and previous affiliations with the Unemployment Business Association, The American Society of Payroll Managers, The American Payroll Association, and the American Unemployment Tax Organization. Greg holds a B.B.A. in Business from Baylor University.
Patty Lake Cady, CPP, CPA, CTP,
Patty Lake Cady has been a payroll professional for over 40 years. She is currently a virtual Payroll Projects Consultant with Aon Hewitt. Patty is presently serving as Project Consultant for an initiative to enable pension payments through PeopleSoft. She is also Project Manager for a pay card implementation and serves as Project Manager for Year-End for a Fortune 100 manufacturing client.
Patty maintains an active role in the American Payroll Association, of which she has been a member since 1984. Nationally, Patty has served on APA’s Board of Directors and has chaired and served on many other national APA committees and boards, including serving as chairs of the Certification Board and FPC Committee. She is a member of several local chapters, where she actively participates in officer and committee positions. She was 2009-2010 President of The Woodlands Chapter of the APA. Patty served as President of the Houston Chapter in 1990. She serves as the 2011-2012 Treasurer of the Texas Bluebonnet Chapter of the APA.
Patty attended Texas Christian University and University of Houston. She holds a BBA in Accounting from University of Houston. She pursued her MBA in Strategic Management at Carlson School of Management at University of Minnesota. She attained credentials as a Certified Payroll Professional in 1987, Certified Public Accountant in 1990, and Certified Tax Professional in 1993.
Patty was designated Houston 1990 Payroll Professional of the Year, and she received APA’s Meritorious Service Award in 1995, Patty was named to Who’s Who in America in 2002-2012. She received APA’s highest honor, Payroll Woman of the Year, in 1996, and was selected for APA’s Hall of Fame in 2007. Patty received the APA Board of Directors Award in 2009 in recognition of 25 years of national service. At Congress 2009, she was honored to be named an APA Ambassador. In 2011, Patty was designated as The Woodlands Chapter Payroll Professional of the Year.
Susan Charles, CPP
Susan is the Payroll Supervisor/U.S. with Sabre-Holdings in Southlake, a world leader in the travel marketplace. She had previously been the Payroll Supervisor for GameStop.
Susan obtained her CPP in 1996 while employed with the City of Arlington and has recertified every 5 years since then.
Susan has been an active member in the Dallas Chapter of the APA since 1995 and has taught several Payroll classes for the Chapter at North Lake College. In 2002 and 2011, she was recognized with the Chapter’s Meritorious Service award.
Susan was appointed as a non-voting member with the Dallas Chapter as Education Director in 2008. She was elected as Education Director in 2009 and has served in that position for two years. In this position, Susan was responsible for the Chapter’s Education program and interfaced with North Lake College and our fabulous volunteers to ensure our education opportunities were of the highest caliber and continually offered the most return on dollars invested.
Her volunteer efforts include Hearts & Hammers, GRACE Christmas Cottage, Greet the Troops at DFW, Christmas card drives for our men and women in uniform and participation in countless food and blood drives.
Susan has presented APA’s Money Matters to area high school students for the past 3 years at numerous school locations in the DFW area and has also served as one of the administrators for the APA’s Preparing for Year End seminar the past 2 years.
In 2008 and 2010 Susan was nominated for the Texas Payroll Professional of the Year and has been a speaker for the Texas Payroll Conference since 2006. She is excited and proud to be invited to speak at the 2012 TPC!
Brittany Cullison, PHR,
Brittany Cullison has been an HR Advisor with G&A Partners for the past three years. She studied Human Resource Development at Texas A&M University and holds a Professional in Human Resources certification.
Brian Farrington
Brian T. Farrington is a native of the Dallas-Ft. Worth area. He received his B.A., summa cum laude, from the University of Dallas, and an M.A. with honors from the University of Chicago. Brian spent twelve years with the United States Department of Labor, Wage and Hour Division, working in Chicago, Ft. Worth and Dallas. For five years, he was the Assistant District Director in the Dallas District Office. He was directly in charge of Wage-Hour enforcement in the Dallas area, and he supervised some 5,000 investigations. Brian joined the well-known Wage-Hour consulting firm of Harry Weisbrod Associates, Inc. in 1989 and began to devote his skills and experience to assisting employers. In 1993, Brian became President of Harry Weisbrod Associates. In 1994, he received his JD from Texas Wesleyan University and was licensed to practice law. He continues to devote his efforts to Wage-Hour, EEO and other employment issues. Mr. Farrington is noted for his outstanding skills as a writer, trainer and speaker. In addition to numerous articles on FLSA and related topics, as well as course manuals for two 8-hour courses on labor and employment issues, he is the author of Wage-Hour Compliance, published in 1995 by Warren, Gorham and Lamont. His new book, A Wage-Hour Guide for the Self Storage Industry, was published in 2006. In addition to representing employers to the government in Wage-Hour and EEO cases, Mr. Farrington often appears as a consulting or testifying expert witness on Fair Labor Standards Act issues in federal and state courts throughout the country. He is the owner of the Law Offices of Brian T. Farrington.
Taunya Fritzsching, CPP
Taunya Fritzsching, CPP has been in the payroll industry for more than twenty years. She began her payroll career in 1984 with Tidewater Compression Services Inc. She then moved on to Boys and Girls Country of Houston Inc as Business Manager. Taunya then moved on to Universal Compression Inc where she served as Payroll Manager for 8 years. She spent 3 three years at Consolidated Graphics as Payroll Manager/Payroll System Administrator managing the processing of payroll for ninety-two federal identification numbers. Taunya worked for Ceridian for 4 year as an Account Executive. Taunya currently works for Noble Energy Inc. as Payroll Tax Administrator.
She is a member of the APA and passed the Certified Payroll Professional exam in 1996, recertifying in 2001 and 2006. She currently serves on the Board of Directors for the Texas Payroll Conference. Taunya served is currently servicing as a Board of Director on the Texas Payroll Conference board. She also severed as the Exhibitor Committee Chair in 2007 and 2008. Taunya served as the President of the Houston Chapter APA in 2005, and received the Chapter’s “Special Friend Award” in 2007 and the Chapter’s “Payroll Professional of the Year” award in 2004. She was also awarded the Chapter's "Unsung Hero" award in 2002. Taunya has not only served in several officer positions for the Houston Chapter but also as a committee chair or committee member on just about every HCAPA committee. She has served on the Hotline, education, program, arrangements, nametag, NPW, Awards night committees in pervious years. She has also served as President-Elect in 2004 and Secretary of the Board in 2003. She is currently serving on the education, membership, web site and resumes committee for the Houston Chapter.
In addition, Taunya is serving as President of the board and is the chair of the programs, membership, and web site committee for the Galveston Bay Area Chapter of the America Payroll Association. She has also served as Secretary of the Board in 2008, President-elect in 2011, and President in 2010.
Taunya is currently serving on the APA’s Regional Board of Advisors. Taunya received the 2009 Meritorious Service Award from the APA. She was the 2008 APA Donald W. Sharper Payroll Grant winner and serves on the Hotline, CHAMPS, Certification Item Writing committees for the APA. Taunya also serve on the FPC certification board for the APA and is a member of the certification advisory group.
Ms. Fritzsching taught the APA's Payroll Professional Learning Series (PPLS) at Tomball College for 5 years from 2001 to 2006.
She is married to her husband Don of 27 years, and has 3 wonderful children, John 25, Amber 20, and Paul 19.
John Goheen
John has worked in various capacities over his 17 years in and around the payroll and human resource disciplines. His background includes payroll tax outsource operations and management roles for small, medium and large corporations, senior leadership payroll and payroll tax positions within North American and globally-based corporations as well as payroll tax and garnishment sales, consulting and project management at both Sage Software and Empower Software. John currently works for CIC Plus, Inc., a leader in employer paperless solutions, as a sales and business development associate. He is also a long-time standing member of the Dallas Chapter APA.
John is a graduate of Ball State University’s Miller College of Business and is currently preparing for his CPP certification. When not working with clients, he enjoys spending time with his wife and kids, volunteering for his church, running, coaching and/or attending a multitude of youth sporting events throughout the year.
Michael Gonzales, CRP
Mike is the President of Armstrong Relocation-Dallas. With over 30 years of relocation experience with Armstrong, Mike started as an accountant and worked his way up to the top leadership position with one of the most recognized relocation companies in Dallas.
Mike received his certification in domestic and international relocation as recognized by the Employee Relocation Council and Registered International Mover. He has worked closely with development of other Armstrong companies and has assisted with partnership programs with other Third Party Relocation companies. Mike has been married to his wife, Nancy for the past 30 years. As a Dallas native he enjoys travel, skiing and running.
Marcus Goodrich, District Manager, ADP Major Accounts
Marcus is a District Manager for ADP Major Accounts and has been in Human Capital Management consulting for over ten years, starting in Chicago and presently in Dallas. In that time he has worked closely with executives in all company sizes including global organizations, ensuring that initiatives were understood and achieved. He has successfully implemented several hundred work force management solutions, some yielding 6-7 figure ROIs by identifying profit leaks and consolidating data applications that were silo’d and disparate.
Shane Grace
Shane has more than 13 years of experience in the area of international assignment services. He regularly works with multinational companies on the development of international assignment and tax equalization policies. Shane has worked extensively with both foreign nationals and U.S. expatriates and has traveled to domestic and international client locations for purposes of individual tax preparation assistance and tax counseling. He also works with a broad range of clients to minimize international assignment costs through effective and timely tax planning.
Certifications and other qualifications
• BS, Accounting, University of North Texas
• MS, Taxation, University of North Texas
Holly Graham, CPP
Holly Graham, CPP is the Payroll Administrator for the University of St. Thomas. She is responsible for all aspects of payroll.
Holly earned her CPP in 1996 after being in payroll for six years.
Holly is a member of the American Payroll Association and Houston Chapter APA. She has been a board member of the Texas Payroll Conference since October, 2006, and has served as Secretary on the Board since October, 2007.
Teresa Mulkey, CPP
Teresa is the Payroll Manager for Dr. Pepper/Snapple Group in Plano, TX. Her department is responsible for paying 15,000 employees across all 50 states, Puerto Rico and Canada in two separate and distinct payroll systems.
She has more than 25 years of experience ranging in payroll processing, multi-state tax filing, system implementation, accounting, human resources and management.
Teresa received her Certified Payroll Professional designation in 1995 and has maintained her certification throughout her career. In her career as a payroll professional she has served the Dallas Chapter in a variety of roles and board positions, including President. In 2001, the Dallas Chapter named her Payroll Professional of the Year. In addition to her service with the Dallas Chapter, she has also served as a presenter at APA’s Chapter Leadership Seminar and has been a contributing author to Paytech magazine.
Donna Martindale, CPA
Donna graduated in 1986 from Texas A&M University with a BBA majoring in Accounting. She began her career working until 1988 for a local accounting firm doing tax preparation and helping with audits. From 1988 until 1991, Donna served as Finance Director for two small cities in Texas. She continued her career working for a regional public accounting firm managing audits of cities, counties, water districts and small non-profit organizations. Donna was a self-employed accountant from 1996 until 1998 providing bookkeeping, tax preparation and consulting services to individuals, non-profits and local governments. In 1998, Donna went to work for her current employer, Tyler Technologies, originally as an Implementation Consultant and she currently serves as an Implementation Manager. Tyler Technologies provides automated solutions to local governments. Their solutions include a full range of financial accounting software and consulting services.
Becky Mather, CPP
With her degree in Accounting and a background in banking and finance, Becky Mather’s career turned toward payroll in the mid 80’s while working for Control Data Corp., Benefit Services, in Plano Texas. After moving to Indianapolis, Indiana in late 1992, Becky took a position processing In House payroll. The Human Resource Manager position was then offered to her along with Supervisor of Payroll in 1996. She sat for and passed her CPP exam in September 1997. This experience has brought her to her current position as Owner and Consultant of R. S. Mather H. R. and Payroll Consulting. Becky is an active volunteer in both the Payroll and Human Resource fields and has served on the Dallas Chapter APA , Indianapolis Chapter APA and TPC Board of Directors. Becky was named Dallas Payroll Professional of the year in 2011.
Valery Noakes, CPP
Valery Noakes, CPP is the Manager of Shared Services, Payroll for Tesoro Companies, Inc., an oil & gas marketing & refining company based in San Antonio. Tesoro pays over 5,500 employees bi-weekly for 11 Federal EIN’s and 21 states in-house on SAP software. Valery joined Tesoro in September, 2001. Prior to Tesoro, Valery worked for Dell, Inc., from June 1998 until September 2001 and was previously employed with H.E. Butt Grocery Company for 15 years. She has a BBA in Accounting from UTSA and an MBA in e-Business with the University of Phoenix Online. She originally obtained her CPP in April of 2001 and recertified in late 2006.
Valery is currently an active member of the Alamo Chapter APA. She served as Secretary for the 2010-2011 term of office. She has also served as Public Relations Officer for 2008-2009, President for 2006-2007, President-Elect for 2004-2005 and Government Liaison officer for 2002-2003.
Valery has spoken at the Texas Payroll Conference several times since 1997 and has served twice on the Texas Payroll Conference Board of Directors. In 2006, Valery received the Texas Payroll Professional of the Year award.
Valery has been an active member of the American Payroll Association since 1993 and currently serves on the APA CPP Certification Board, CHAMPS, and the APA’s Paycard, Unemployment, Emerging Technologies, and Retail Best Practices Committees. She has co-presented at Congress since 2010 and was inducted into APA’s Hall of Fame at the 2011 Congress in Salt Lake City, UT.
Matthew D. Ort
Matthew “Matt” Ort joined Ernst & Young’s National Tax Department in 2008 and currently serves as a Manager within the Employment Tax Services practice. Matt assists clients with a wide array of payroll and employment tax issues, including complete payroll process reviews to identify and secure significant refunds from statutory elections and over-paid taxes relating to FUTA, FICA and state unemployment insurance.
Matt focuses on multistate income tax withholding issues, merger/acquisition integration, refund studies, statutory election analysis, risk management services, process reviews, information reporting, and compliance issues. Recently, Matt works more extensively with clients of various industries regarding the proper federal and state taxation and information reporting requirements for executive compensation, deferred compensation, and stock options. Further, Matt works with these clients to develop policies and procedures to assist them in complying with constantly evolving law.
Matt received a BS in Finance and Accounting from Trinity University and a JD from St. Mary’s University of San Antonio, School of Law. In addition, he is a licensed attorney and member of the American Bar Association, the Texas Bar Association and the United States Tax Court
Amy Parrent, CBP, CCP, GMS
Amy is a Director and the regional practice leader for the International HR management group at Deloitte Tax LLP. She is accountable for all IHR-related services provided to our clients. With over fifteen years experience in international assignment management, she has also provided consulting services for a number of multinational companies to help them elevate the level of service excellence provided by Global Mobility programs. She has been acknowledged by her clients for identifying creative, yet pragmatic solutions for process efficiency, internal controls, resource optimization and use of technology. As an advocate of continuing education, she has led initiatives to develop and deliver IHR-related training both internally and externally.
Amy has presented on a variety of IHR Management topics at various conferences, including the NFTC’s International HR Management Conference, and the ERC’s Global Workforce Symposium and Deloitte’s Client conference. In addition, she has been a frequent guest speaker at local IHR roundtables throughout the country.
Amy earned a Master of International Management (MIM) degree from the Thunderbird School of Global Management. She spent a year as an English and American Civilization Lecturer at L’Université de Nancy in France. She received a Bachelor degree from Ball State University, is fluent in French and proficient in Spanish. Amy is a current member of SHRM Global Forum and WorldatWork where she is a Certified Benefits Professional® (CBP) and Certified Compensation Professional® (CCP) with an emphasis on Global Remuneration. She is also a certified Global Mobility Specialist (GMS) with ERC.
Drew Pearson
Drew Pearson (born January 12, 1951 in South River, New Jersey) is a sportscaster, businessman, and former star wide receiver for the Dallas Cowboys having played his entire career (1973-1983) for the Cowboys.
Early football years
Pearson began his football career at South River High School where he succeeded Joe Theismann as quarterback. He attended the University of Tulsa where he caught 33 passes as a flanker for a run-oriented team. There he received the University's President's Award as the team's "best spirited and most unselfish" member. Pearson graduated from Tulsa in 1972.
Professional career
In 1973, Pearson was selected as a free agent by the Dallas Cowboys, where he rose to become one of the NFL’s greatest wide receivers, earning career records of 489 receptions and 7,822 receiving yards, along with 189 rushing yards, 155 yards returning kickoffs, and 50 touchdowns (48 receiving and two fumble recoveries). Pearson was named one of the Top 20 Pro Football All-Time Wide Receivers, he was also recognized for his achievements by being named to the NFL 1970s All-Decade Team.
Pearson was named All-Pro three times (1974, 1976-77) All-NFC in 1975 and second Team All-NFC in 1978. In addition, Pearson was a Pro Bowler in 1974, 1976 and 1977. Pearson led the National Football Conference (NFC) in pass receptions in 1976 with 58. He served as offensive captain for the Cowboys in 1977, 1978, 1982 and 1983.
Pearson helped the Cowboys to three Super Bowl appearances and a victory in Super Bowl XII in 1978. He also scored a touchdown in Super Bowl X.
In 1980, the Cowboys selected Pearson as their nominee for NFL Man of the Year. Pearson is known as "Mr. Clutch" for his numerous clutch catches in game-winning situations, especially the "Hail Mary" reception from Roger Staubach that sealed the victory in a 1975 playoff game, one of the most famous plays in NFL history. He caught the game-sealing touchdown in 1973 playoff game against the Los Angeles Rams and the game-winning touchdown pass from reserve quarterback Clint Longley in the 1974 Thanksgiving game against the Washington Redskins. All three of those plays were named among the Top 75 plays in NFL history by NFL Films in 1994. All were included on a video/DVD by that name. In addition in the 1980 playoff game at Atlanta, Pearson's clutch receptions helped win that game in a comeback by the Cowboys. In 2009, on the NFL Network show "NFL's Top 10", in the episode titled "Greatest Dallas Cowboys", he is named as one of the 10 Greatest Dallas Cowboys to ever play.
Today, Drew is the General Manager of the IFL's Allen Wranglers. He makes personal appearances often including corporate meet and greets and motivational speaking engagments. He resides in the Dallas, Texas area.
Drew Pearson's Career NFL Statistics
Receptions 489
Receiving yards 7,822
Touchdowns 48
Career highlights and awards
3× Pro Bowl selection (1974, 1976, 1977)
3× First-team All-Pro selection (1974, 1976, 1977)
1× Second-team All-Pro Selection (1975)
4× First team All-NFC selection (1974, 1975, 1976, 1977)
1× Second-team All-NFC selection (1978)
NFL 1970s All-Decade Team
Bruce E. Phipps CPP
Bruce Phipps CPP is the Corporate Payroll Manager for Albert Einstein Healthcare Network. His responsibilities include all aspects of payroll. Bruce and his team process a multi-state payroll for over 7500 employees.
Bruce has been employed in the payroll profession for 30+ years and has worked for several employers in various types of industry. During his career, he has served as a key member for several system upgrades/implementations and mergers/acquisitions.
Bruce has held his CPP designation since 1989. He has serves the APA on the Following committees: Hotline Referral, Automated Clearing House - Chair, GATF - Pay Card , Healthcare - SPLTF, Emerging Technologies - SPLTF, Champs Mentor. Additionally, Bruce is one of the original co-authors to the first edition of APA’s “A Successful Guide to Direct Deposit”
On the local level, Bruce served as a mentor to the Lehigh Valley Chapter of the APA. Bruce was elected to the position of President of the Lehigh Valley Chapter in 2006. Bruce was also one of the founding members of the Southeastern PA Chapter of the APA and served as the chapter’s first president.
Rhonda Potter, CPP
Rhonda Potter, CPP is the Sr. Payroll Manager at Wyndham Worldwide. She is dedicated to the advancement of the payroll profession and professionals through education and networking opportunities. She strongly believes in giving back to the profession that has afforded her countless opportunities both professionally and personally.
Rhonda began her career in payroll in 1997 and received her CPP in 2001. She has had the opportunity to serve on numerous committees and held several offices on the local, state and national level, including Chapter Secretary (2004), Chapter Director of Programs (2005), Texas Payroll Conference (2006-2007). Rhonda also serves on the APA National’s Champs, Hotline Referral, ACH and Paycard Committee. Rhonda currently serves as the Dallas Chapter’s Social Networking Committee Chair.
In her spare time she likes to read and spend time with her family.
Stephen Smith – Strategic Account Manager, Ultimate Software
Stephen is a Strategic Account Manager with Ultimate Software, a global leader in the payroll & HR space. With his 25 years in the industry, his consultative approach to helping employers find the right Payroll/Human Resources Software Application to fit their needs is a way of life for this tenured veteran. A recipient of the TPC Special Friend award in 2006, this TPC conference marks his 23rd straight conference, one of the few left that has attended every one. Stephen resides in Frisco, Texas with his wife Jan and daughter Alexa.
Michael Shopoff, CPA
Michael is a certified public accountant with over 12 years of experience in the fields of expatriate taxation, expatriate program administration, and compensation and benefits taxation. His expatriate tax experience ranges from work on large multinational expatriate programs of over 1,000 assignees to companies sending their first expatriate assignment.
Michael also has experience advising clients on payroll tax issues with both international and domestic assignments. He has participated in reviews of international assignment policy, offshore payroll structuring, and payroll tax audit readiness.
Michael began his career with Deloitte in 2005. Prior to joining Deloitte, he spent seven years with another Big Four accounting firm where he was a manager with the International Assignment Services practice.
Professional and Civic AffiliationsCertified Public Accountant in Texas
- Member, American Institute of Certified Public Accountants
Education
- B.B.A., University of Texas at Austin
Natasha Smyth, BSC (Agr), CPM
Natasha is here to make Canadian/Quebec payroll a little less scary. Vice President of OnPayroll.ca Corp, a Canadian Payroll Service bureau, she has been in the payroll industry for over 8 years. Her company is unique in servicing American Companies with Canadian Payrolls and they pride themselves on their resourceful staff and customer service culture. OnPayroll.ca has developed relationships with clients such as Symantec, Yahoo! Canada, Whole Foods and bebe Stores to name a few.
Natasha is a member of the American Payroll Association, the Canadian Payroll Association and the Company of Young Professionals in Vancouver. She has received her Certified Payroll Manager certification through the Canadian Payroll Association’s Payroll Management Certification Program. When not tending to payroll needs, she enjoys the beautiful outdoors of Vancouver.
William K. Stuart
Mr. Stuart has been working in child support for many years. From 1971 through 1981 he was the Child Support Coordinator in Schenectady County, New York. As the Coordinator he attended all Family Court hearings, related to child support matters and filed petitions to establish support and paternity obligations. From 1981 to 1998 he was the Director of Systems Operations for the New York State Office of Child Support Enforcement. As the Director he was responsible for the design, development and implementation of New York’s statewide child support system as well as the efforts to have the system successfully certified in 1987 and 1997. He is currently working with the Federal Office of Child Support Enforcement on the nationwide development and implementation of the electronic income withholding order (e-IWO) project, automating the National Medical Support Notice as well as other interstate initiatives. Mr. Stuart holds bachelor’s degree from the University of Miami and a Masters degree in Public Administration from the State University of New York at Albany.
Keith Webb – Technology Evangelist, Ultimate Software
Keith is the Software as a Service (SaaS) Technologist for Ultimate Software and is responsible for supporting the Business Development Team for Western North America.
In his seven year tenure at Ultimate, Keith has monitored the software industry’s fundamental shift from traditional license acquisition to the fully hosted SaaS model, and the complexities and challenges to that shift for CIO’s responsible for global workforces.
Product roadmap, disaster recoverability, business continuity and an ever-evolving security paradigm have become cornerstone delivery for SaaS vendors, and emerging dash-boarding and complex/predictive analytics are driving IT investments as technology resources make the shift from support to strategic operations. Keith’s insight into these technologies, trends, and opportunities guides customers and prospects into making relevant technology investments that produce businesses better capable of competing in the global landscape.
Keith is the former VP of Information Technology at Ruth’s Chris where his team re-tooled the entire employee life-cycle, freeing valuable time for Restaurant Operations to focus on Hospitality rather than paperwork, end delivering significant and measurable ROI with a handful of core investments. Keith began his career with DF & R Restaurants where he filled nearly every position in operations and technology over the course of 14 years.
Keith has a Bachelor of Science Degree in Information Systems, UTA and has 23 years of technology and hospitality experience.
Bruce Waller, CRP, RIM, CMC
Bruce is the Vice President of Corporate Relocation for Armstrong Relocation, an industry leading moving company for United Van Lines. Bruce has enjoyed many roles in the moving industry from operations to general management with leading moving companies since 1995. Bruce is recognized by the Employee Relocation Council as a Certified Relocation Professional (CRP), and is recognized by the American Moving and Storage Association as a Certified Moving Consultant (CMC) and Registered International Mover (RIM). Bruce currently serves as the President for the North Texas Relocation Professionals, and has been elected to serve as President for DallasHR in 2012. Bruce has been married to his wife Dana for 25 years, and enjoys playing golf, bowling, reading leadership books, volunteering in the community, and spending time with his family.
Gerald Whitmore, CPP
Gerald Whittmore currently holds the position as a SBU Payroll Manager for ACS, Inc a Xerox Company. Gerald started his career in St. Louis, MO as a Payroll Technical Support Supervisor. He has 20 years of experience ranging in payroll processing, multi-state tax filing, system implementation and accounting.
In September 2001, Gerald obtained his CPP certification and he joined the Dallas Chapter APA in September 2002. Gerald has served as the Government Liaison Officer from 2005-2006, Vice President 2006-2008 and President 2008-2010. He also helps with the chapter classes that are offered at North Lake College and the Dallas Chapters one day seminars. In addition to working with the Dallas Chapter, Gerald volunteers time as a speaker for the Texas Payroll Conference and is a past member of the Texas Payroll Conference Board of Directors.
Carl York, CPP
Carl, reporting directly to the Vice President and Controller, manages US Payroll Operations for La Quinta Inns & Suites (LQ Management, LLC), one of the largest operators of limited-service hotels in the United States. His department is responsible for the payment of all corporate employees at 400 locations and for issuing nearly 20,000 W-2’s annually. Carl is also tasked with the management of payroll systems, tax, and project management.
Carl became a Certified Payroll Professional in the Spring of 2005, and graduated with a BBA in Management Accounting in the Spring of 2011.
Carl has been volunteering for the American Payroll Association on a national level since 2006. He currently serves on the CHAMPS program, the Hotline Referral Committee, and as the Secretary for the Government Affairs Task Force Immigration Subcommittee. In 2008, Carl spoke at the APA’s Chapter Leadership Seminars to assist other local APA Chapters across the US. Carl has presented three times at the APA’s annual Congress. In 2009, he became a member of the APA’s Certification Board, and in 2010, he was awarded the APA’s Meritorious Service Award. In 2011, Carl was appointed to the APA’s Board of Advisors.
In September of 2009, Carl received the Judith Houghton Scholarship at the Texas Payroll Conference. At the 2010 Texas Payroll Conference, he presented three sessions, and he was named “2010 Texas Payroll Professional of the Year.”
Locally, Carl was appointed as a non-voting board member with the Dallas Chapter as Website Liaison in November of 2005. He was elected as the Website Director in 2006 and served in that position until March 2009. After serving as Website Director, Carl was elected to the positions of Vice President and then President-Elect. While serving on the board, he has helped with various projects including the filming of the Money Matters video with Irving ISD and implementing online meeting and member registration. Carl has also been an instructor for the Dallas Chapter’s “Payroll Concepts” class at North Lake College. Last year, he oversaw the implementation of the Dallas APA’s new website. Carl is currently the President of the Dallas Chapter.
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