Issue 2 - American Payroll Association

Are You in Today’s Congress Photos? 14
WEDNESDAY, MAY 6, 2015 • ISSUE 2 • LAS VEGAS
TODAY
at a glance
Inouye, Walstrum Take Top Awards
7:00 a.m. – 6:00 p.m.
Registration
Grand Ballroom Foyer (Pre-function)
8:00 a.m. – 9:30 a.m.
Workshop Session 1
See Congress Guide
9:45 a.m. – 11:15 a.m.
Workshop Session 2
See Congress Guide
11:30 a.m. – 1:30 p.m.
Luncheon
Grand Ballroom
Keynote Speaker Jason Hewlett
“Discover the One
and Only Amazing YOU”
sponsored by
International Guest Panel
Michelle Crook, FInst LM,
MCIPPdip, DIOD, CIOD
Chair, The Chartered Institute of
Payroll Professionals
Jason Low
Sr. Payroll SME, The Association
for Payroll Specialists
Marie Lyne Dion, CPM, MBA
Chairman, The Canadian
Payroll Association
Lavinthra Haripersad
Vice Chair, South African
Payroll Association
1:45 p.m. – 3:15 p.m.
Workshop Session 3
See Congress Guide
3:15 p.m. – 6:30 p.m.
Expo Grand Opening
Dessert Extravaganza & Cocktail Reception
By Kerry Cole and Fiona Soltes
Attendees of the 33rd Annual Congress
found the odds—and the IRS rulings—
ever in their favor Tuesday as the Opening
General Session introduced its lofty theme
of The Payroll Games.
Taking its cue from the fight-to-thedeath franchise The Hunger Games, oversized screens introduced the crowd to nine
regional tributes. Amid soaring music, rising
excitement, and suited-up peacekeepers
lining the aisles, a purple-suited “Effie” dryly
joked of payroll as a privilege, and the games
as a way of “thinning the herd.” Naturally, a
blue-haired “Caesar Deferralman”—Brian
Walter, CSP, CPAE, of Extreme Meetings—
took the stage to welcome the tributes in the
flesh one by one.
APA President Barbara Youngman, CPP,
had the distinct honor of announcing the
2015 Payroll Woman of the Year and Payroll
Man of the Year: Gretchen Inouye, CPP, and
Timothy Walstrum, CPP, members who have
served the Association tirelessly on national
committees and task forces.
Inouye, a Payroll Consultant right here
in Las Vegas, joined the APA in 1985 and
earned her CPP in 1987. Her volunteer
service includes:
• Hotline Referral Service
• National Speakers Bureau
• Certification Advisory Group
• Certification Board’s FPC Committee
• Government Relations Task Force (GRTF)
• GRTF Immigration Subcommittee
• GRTF SSA Wage Reporting Redesign
Subcommittee
As a founding member of the Southern
Nevada Chapter, she has served as Chapter
President and Study Group Coordinator.
Gretchen Inouye, CPP, and Timothy Walstrum, CPP, are the 2015 Payroll Woman of the Year and
Payroll Man of the Year for their years of dedication to the Association and profession.
“This isn’t even possible. I thank you so
much. I thank this Association for the privilege and for the honor of having been able to
participate in so many venues and so many
opportunities,” Inouye said, accepting her
award.
A past recipient of both the Meritorious
Service Award in 1991 and a Special Recognition Award in 2001, she recalled that she
had just lost her husband before the latter.
“At that time, Dan (Maddux) held me when
I cried. I’m trying not to cry right now. This
is such an honor.”
Walstrum, Payroll Manager at titanium
producer Cristal USA in Hunt Valley, Maryland, joined the APA in 2001 and received
his CPP in 2002.
He received APA’s Meritorious Service
Award in 2008 and his APA service
includes:
•
•
•
•
•
Chapter Recognition Committee
CHAMPS Mentor
ACH Committee
Social Networking Committee
Strategic Payroll Leadership Task
Force Manufacturing Best Practices
Subcommittee
• GRTF Child Support Subcommittee
He has served the Baltimore Metropolitan
Area Chapter as Chapter President, Study
Group Coordinator, and Government
Liaison Officer.
“Wow,” Walstrum said, in accepting the
honor. “I was kind of wondering what was
going on. My company canceled all training
for everyone, and I was like, ‘OK, something’s up.’ I love doing what I do, I love
being a mentor to people. I love teaching
our CPP classes. Thank you to APA for this,
and thank you, everyone.”
Marquee Ballroom
6:30 p.m. – 8:00 p.m.
Chapter Exchange Reception and Awards
Room 313/316
Top Tech Panelists Say Coax Employees to Get on Board
By Fiona Soltes
sponsored by
INSIDE
Which Tributes Are Still Standing ..... 3
Visit This Year’s Congress Expo ......... 5
Network at the Chapter Exchange .... 7
Congress Today is sponsored by:
With a quick look back and a longer look
ahead, Tuesday’s Pre-Congress Luncheon,
“New Technology: What It Means for You
and Your Workforce, and How to Embrace
It,” invited attendees to explore the changing
roles of mobile, social media, and the cloud
in today’s payroll environment.
Dermot O’Brien, ADP’s Chief Human
Resources Officer, facilitated the discussion,
beginning with a look at where payroll has
been: cash, pre-printed checks, computergenerated checks, PDF statements, cloud
and web-based access, and most recently,
a consumer-grade user and practitioner
experience.
“So, what’s next?” he asked. “That’s the
big question.” In search of the answers, he
engaged his panel:
• Tonya Caldwell, CPP, Director, Payroll
& HRIS, Corner Bakery Café
• Barb Smith, CPP, Payroll Director,
Penske Truck Leasing
• Melissa Williamson, Director, Total
Rewards, Tractor Supply Company
• Mel Lugo, Corporate Payroll Manager,
Intertape Polymer Group
O’Brien asked for observations about the
pace and quality of today’s technology.
“From a pace perspective, hold on tight,”
Williamson said. “It moves very quickly.”
From a quality perspective, consumers,
employers, and other users are driving
(continued on page 9)
Tonya Caldwell, CPP, and Mel Lugo discuss
the rapid development of technology in the
payroll industry.
With Empower, what happens here doesn’t stay here.
A lot of organizations are going to claim they have the “best” customer service at APA Congress today. At
Empower, our payroll and tax compliance solutions are backed with industry leading support – not just today,
but every day. Our US-based support staff is comprised of full-time Empower team members who are
dedicated to creating a competitive advantage for your company.
Experience the Empower advantage in person at Booth #321
empowersoftware.com/apa
WEDNESDAY
|
5.6.2015
3
Keynote Speaker Wants You to Find Your Signature Move
By Kerry Cole
Being called a “big mouth” usually isn’t a
compliment, but entertainer Jason Hewlett
gladly takes it as such. Everyone has a signature move, Hewlett asserts. For Michael
Jackson, it was the moonwalk. For Hewlett,
it’s a big mouth.
Hewlett will bring his manic energy,
comic and musical impressions, and a hearty
serving of inspiration to today’s luncheon
program, “Discover the One and Only
Amazing YOU!”
“My goal is to make them laugh and to
feel joy,” Hewlett said of Annual Congress
attendees. “I want them to walk away
feeling better about themselves, excited
about their jobs and what they can do with
them that no one else can, and that will
spill into their everyday lives. I will illustrate this message through impressions,
music, and comedy.”
To do so, he might bring to life Guns and
Roses, Led Zeppelin, Journey, Elvis, Justin
Timberlake, or even a raptor dinosaur.
He will talk about the concept of mentors
and masters in our lives. Not surprisingly,
perhaps, his childhood dentist is one of his
mentors.
“He discovered that I had the biggest
mouth of any kid he ever worked on,”
Hewlett said. “He encouraged the idea
that I could use that to make people laugh
with voices, faces, noises, all sorts of silly
things. That led to me singing in the hall at
school, where I was discovered by the music
teacher who changed my whole life. I’m very
driven by the idea of mentoring and being
mentored.”
Like that dentist, Hewlett exhorts others
to look for positives and to be an encourager.
“As a manager, you want to catch the
weaknesses but also point out strengths,”
he said. “Be a mentor and say, ‘Hey, you’re
really good at this. Keep doing it.’ Often we
focus too much on the negative.”
Besides his impressions and zany facial
expressions, another of Hewlett’s signature
moves is his insistence on performing a
family-friendly show.
“One of the main reasons that I am not
known in the public sector is that I have
chosen to be more within the corporate realm
because they require family-friendly entertainment,” he said. “About a decade ago I was
offered a very lucrative contract in Las Vegas,
Hewlett often performs just a comedy
show, so when an organization such as the
APA gives him the chance to be a keynote
speaker as well, he seizes the opportunity.
“I love when people say they loved the
show and laughed harder than they ever
have, but I’d prefer
that they walk away
and flip a switch
Book Signing
and change the way
they live,” he said.
Jason Hewlett
“That’s an extraordinary thing, and
3:15 p.m. – 3:45 p.m. •
fortunately it does
Today
happen
often
when I speak and
Empower Software
perform. My goal
Solutions booth #321
every time I stand
up on that stage is
to help someone
realize they haven’t
been tapping into
but I turned it away because of the material
their potential and that they can take it
to another level. That’s what makes me
they required. I had to make a choice, and I
happy.”
chose to be a G-rated entertainer.”
FALLEN TRIBUTES
Daily Congress Polls
Join us on Facebook
(Facebook.com/Annual
Congress) to answer daily
Congress poll questions.
Today’s Congress
poll question:
Is your favorite part of Chapter
Exchange the awards, meeting other
chapter members, or meeting your
Regional Advisor?
Show Support for
Your Tribute
Wear your colored wristband all
week to show your allegiance.
Sponsored by
“I will always cherish the opportunity of being the
Region 1 Payroll Games tribute. It has been a rewarding
and extraordinary experience. I wish the best of luck to
the remaining competitors!”
—Flora Mojica, CPP, Region 1
“The victor title is now permanently out
of reach … but I still have my CPP pin,
thanks to The Payroll Source®, and that’s
just as good to me.”
—Scott Angel, CPP, Region 5
Lost & Found Hours
“The physical challenges of The Payroll Games proved to be too much for me; however, this payroll nerd
leaves the Games mentally stronger than ever! Thank you to everyone who supported me and Region 2.”
—Sally Thomson, CPP, Region 2
Located at Registration Desk in Grand
Ballroom Foyer (Pre-function area):
• Today, until 6:00 p.m.
• Thursday, May 7 until Noon
WEDNESDAY
|
5.6.2015
5
Learn, Loosen Up, Receive Giveaways at the Expo
By Kerry Cole
This year’s Congress Expo is the place to be
for education, conversation, and a Relaxation Station.
Two Learning Lounges, an Expo Executive Panel, and more than 100 exhibitors
will give you the opportunity to learn about
Expo Highlights
Today, May 6
• Expo Grand Opening Dessert
Extravaganza & Cocktail Reception—
3:15 p.m. – 6:30 p.m.
• “Payroll’s Strategic Role in HCM”
Exec. Panel discussion—
3:30 p.m. – 4:15 p.m.
cutting-edge payroll and accounts payable
technology and tools that will keep your
company compliant while saving it time
and money.
The Expo’s also the place to unwind a
little. Grab a few friends and head for the
Kronos-sponsored photo booth on aisle
600. When tension takes over and your
• Networking lunch sponsored by
Ultimate Software—
11:45 a.m. – 2:00 p.m.
• Cocktail Reception and Dinner,
APA gift distribution—
5:00 p.m. – 7:30 p.m.
• Costume Contest, exhibitor prize
drawings—6:30 p.m. – 7:30 p.m.
Friday, May 8
Thursday, May 7
• Expo open—11:45 a.m. – 2:30 p.m.
and 5:00 p.m. – 7:30 p.m.
• Expo open—9:30 a.m. – 11:00 a.m.
• Exhibitor prize drawings—
10:30 a.m. – 11:00 a.m.
aching muscles need reviving, NetSpend
has you covered with a massage at the
Relaxation Station on aisle 100. Exhibitor
prize drawings and get-togethers around
some great food are other reasons to
frequent the Expo.
When it’s time to get down to business,
the Expo is building on last year’s successful
Learning Lounge concept by featuring two
areas to learn from experts:
• “Payroll and Time in the Cloud,”
powered by Workday
• “Affordable Care Act,” powered by ADP
New this year, the Expo Executive Panel,
sponsored by Ernst & Young, will cover
“Payroll’s Strategic Role in HCM.”
You’ve seen some of the great Congress
keynote speakers; now you can meet them
in person:
• Meet Jason Hewlett at Empower booth
#321, today from 3:15 p.m. – 3:45 p.m.
for a book signing
• Meet Jason Dorsey at Global Cash Card
booth #401, Thursday from 12:00 p.m. –
12:30 p.m. for a book signing
Carissa Santiago, CPP, an Empower Software Account Executive, called last year’s
Expo “exciting and worth our while.”
“APA Congress has always been a great
vehicle for me to learn, network, and find
out what’s new in the marketplace,” she said.
“I rely on the conference to bring me up to
date with important trends.”
David Grethel, Divisional Vice President
with Emptech, said his company has exhibited at the Congress Expo for years.
“We gain an opportunity to see many
of our valued clients while also getting to
meet and have discussions with hundreds
of professionals from the payroll, HR,
and finance communities,” he said. “The
event seems to get better and better and is
exceeding our expectations.”
ACA Session Attendees Still Coming to Grips With Law
By Fiona Soltes
As an attorney, Ellen Feeney, Vice President and Counsel at ADP, was quick to
lay out a legal disclaimer at the start of the
Tuesday afternoon Power Hour Workshop
Session, “The Affordable Care Act Is in
Effect: What Could Go Wrong?” sponsored by ADP.
Feeney, who specializes in healthcare
reform, noted that the discussion was not
about offering legal or tax advice, stating
a political opinion, or giving a final word.
Instead, it honed in on the still-sensitive
law’s direct impact on employers.
Leading a panel discussion before
a standing-room-only crowd, Feeney
invited comments from fellow ADP
experts Robyn Crosson, Senior Counsel,
and Pete Isberg, Vice President of Government Relations.
Even five years after the federal statute
became law, she said, “The ACA is probably
one of the most contentious issues that’s
part of our national debate today. Our
position is that we want to help employers
understand it and to help them comply.”
One of the challenges is that it has kept
changing over time—and will continue to
in the days ahead.
“We’re likely to see some tinkering, at a
minimum, with ACA,” Isberg said. “Keep
Ellen Feeney explores the impact the Affordable Care Act has on employers as her ADP
colleagues Robyn Crosson and Pete Isberg listen.
in mind, any changes face almost certain
presidential veto.”
The interactive session allowed
attendees to respond to various questions
via text, with the results then displayed
on a screen. On the list: the biggest worry
when it comes to ACA. Gathering the
data to do annual reporting was the most
popular choice by far, burdening more
than three-quarters of the respondents.
Other concerns included keeping records
for an audit, penalties, and the cost of
compliance.
Crosson agreed that people are most
worried about gathering the data—and
they may not be paying enough attention
to the data recordkeeping.
Feeney added, to much laughter, “It
actually requires some effort, not just
good-faith thoughts.”
As for the role payroll plays in ACA
administration, 44% chose the tracking of
employee hours. A smattering of attendees
chose gathering data for ACA annual
reporting, providing new 1095 forms, and
responding to marketplace notices, while
46% picked “all of the above.”
Isberg went over vari ous penalties
for lack of compliance, urging payroll
professionals to not “inadvertently miss”
their targets by not keeping up month to
month. Per-employee penalties can easily
land in the millions of dollars. “Don’t be
responsible for that particular error,” he
said.
ABM Industries colleagues Fonda Gill,
CPP, and Sandra Heinrich, CPP, attended
the session, and each acknowledged still
wanting more nuts and bolts about the
ACA by the time it was over.
“It’s so overwhelming, and very complex,”
said Gill, Senior Director of Payroll, based
in Atlanta. And the penalties, she’d been
told, “can shut a company down.”
ABM Industries does have an internal
employee heading up the company’s ACA
effort, but “being a large company, we’ve
got more than 100,000 employees,” said
Heinrich, Payroll Director, who is based in
Houston. “We don’t want the IRS coming
after us as an example that they’re serious
about this.”
Ask the Experts About ACA Compliance at Expo Learning Lounge
Get charged up in the ADP-sponsored
Learning Lounge. Take a break to charge
your device and have some refreshments
while learning more about the Affordable
Care Act, asking questions, and participating
in group discussions led by ADP and APA
subject matter experts.
It will be a great opportunity for people
who missed or would like to follow up on
Tuesday’s well-attended panel, “The ACA
Is in Effect: What Could Go Wrong?” Two
of the panelists, Ellen Feeney, Vice Presi-
dent and… Counsel at ADP, specializing
in healthcare reform, and Pete Isberg, Vice
President of Government Relations for ADP,
will be available for questions.
“ACA reporting requirements that
kick in next year, including healthcare
reporting through Forms 1094-C/1095-C,
could cause serious compliance problems
for the unprepared,” said Vic Saliterman,
Senior Vice President at ADP. “Getting
an opportunity to talk to experts can
help organizations understand these new
challenges in the ACA landscape.”
Speak with Ellen, Pete, and your
payroll peers from across the country as
you share thoughts and ideas about this
timely topic.
The discussions will be today from 4:30
p.m.– 6:15 p.m. and in two sessions on
Thursday: 1:45 p.m. – 2:15 p.m. and 6:45
p.m. – 7:15 p.m. at the end of aisle 100 in
the Expo. Open networking with ADP
personnel also will take place on Friday from
9:30 a.m. – 11 a.m.—at booth #154.
ACA Learning Lounge
• Today: 4:30 p.m. – 6:15 p.m.
• Thursday: 1:45 p.m. – 2:15 p.m. and
6:45 p.m. – 7:15 p.m.
End of aisle 100 in the Expo
Sponsored by
WEDNESDAY
|
5.6.2015
7
Meet Your Region’s BOA, Chapter Officers at the Chapter Exchange
Plus, Don’t Miss the Chapter of the Year Reveal, Other Chapter Award Recipients
By Jessica Neidhart
Remember to bring your business cards to
share when you mingle with fellow payroll
During tonight’s Chapter Exchange, you can
professionals from the 165 APA local chapnetwork with fellow chapter officers, chapter
ters across the country.
members, and your region’s representative
“The chapter exchange at Congress is a
from the APA’s Board of Advisors.
‘must-do’ opportunity for current chapter
Share your chapter ideas and accomplishofficers and those who aspire to APA
ments while learning about other chapters’
leadership roles,” said Sondra Dougherty,
goals and successes. This is the place to be
CPP, Payroll Consultant and Advisor for
to find chapter members and officers and
Region 3. “The networking will provide
to network with those who are passionate
sharing of ideas and strategies for
about APA chapters. Get motivated to take
growing your memberhome vital information and inspiration to
ship, grooming offiSponsored by
improve your chapter.
cers, finding chapter
“My first Congress I didn’t realize the
meeting speakers,
Chapter Exchange existed,” said J.B. Morey,
and working on the
CPP, Advisor for Region 5. The next couple
coveted Chapter of the
of years I attended Congress, I thought the
Year contest. It will be
time well spent in your
Chapter Exchange was just a motivational
conference experience.” get-together based on all of the cheering I
In addition to networking with chapter
heard. By my fourth Congress I was more
Meet and share ideas with other chapters across the country at tonight’s Chapter Exchange.
members and gaining great chapter inforinvolved in my local chapter and realized
the excitement of the awards portion of the
mation, attendees will receive a free T-shirt
exchange. As each year passed, I attended
(while supplies last) sponsored by Workday.
the Chapter Exchange. I learned it’s a time to celebrate the successes of so many local
Door prizes also will be drawn during the Chapter Exchange.
chapters and network with others who face the same challenges our chapter does. Bottom
Be there to cheer on all of the 2015 chapter contest winners. All chapter awards will be
line, attend! Don’t let the years pass like I did before you realize the benefits.”
announced during this exciting event.
WHAT’S YOUR DAILY TARGET?
Don’t Miss
Thursday’s
General Session
How experienced is your payroll staff?
Education
Tenure
Experience
United
States
3.5
Great
Britain
3.5
7.2
10.7
France
3.8
6.2
11
6.3
India
Brazil
2.7
China
3
Germany
9.5
1.8
5.3
5.6
8.5
6.2
3
2.8
14.7
5.8
5.5
Keynote Speaker
Jason Dorsey
“Crossing the Generational Divide:
Unlocking the Power of Generations
to Grow Your Business”
Fact: Strategies that work for one generation can be a complete turn-off for
others, and this makes your job more
difficult than ever. Best-selling author
Jason Dorsey exposes new generational
truths that directly impact leaders like
you. Take action to drive communication, engagement, recruiting, and more.
Hear why Gen Y doesn’t like vowels and
the one tool Baby Boomers never leave
home without.
Source: Mercer Payroll Benchmarking Survey, 2014 (n=105)
Staff Qualifications
Results from the 2014 Mercer Payroll Benchmarking Survey show that 60% of payroll teams in the United States have higher qualifications than those in other countries. Payroll teams in the United States have either two- or four-year college degrees, close to
10 years of tenure with their organizations, and 15 years of overall work experience.
The education, tenure, and length of work experience of your payroll staff has a direct impact on the quality, efficiency, and
innovation of your payroll function. How do you compare?
Hit the bulls-eye by joining the Mercer Payroll Benchmarking Survey: www.imercer.com/mpbs.
9:45 a.m. – 11:45 a.m.
Grand Ballroom
Sponsored by
ENTERPRISE
The Fusion of
Innovative Technology
and Expert Service
Paychex FlexSM Enterprise, our cloud-based platform, shares a single
employee profile of record across multiple products and services —
including payroll, benefits administration, time and attendance, and more.
One record means more accurate data and less time to enter information.
Plus service choices to fit your needs — including 24/7 support.
The Flexibility to
Work How You Want
In the office or on the go, you and your
employees also have access to the information
you need when you want it, how you want it,
with the Paychex Flex Mobile app.
See How
We Stack Up
Join us for games,
demos, and prizes!
Visit us at Booth 327
(855) 973-2397
paychex.com/FlexNow
WEDNESDAY
Top Tech Panelists
Continued from page 1
changes, which helps ensure usefulness. All
the same, “there are still some opportunities
from a technological perspective.”
Lugo said he and his leadership team
are early adopters for new solutions—even
though it’s been challenging to get everyone
on board.
“The majority of our employees don’t have
email addresses,” he said. But with a little
hand-holding and a chance to understand
the benefits, things are changing.
Smith, too, talked about having to “coach
and encourage, and coach and encourage.”
Smith said her organization takes time to
roll out new solutions, making sure they’re
well-tested first.
“We encourage mistakes to drive that
commitment to excellence,” she said. “We
all learn by playing and using the tools.”
Caldwell spoke about how technology
plays into her company’s overall business
strategy.
“New and advanced technology is very
important in the retail world,” she said.
“We’ve had to figure out how to do things
faster and better and more efficiently, all
while keeping costs down and maximizing
profits.”
A self-service solution with mobile
capabilities has been key, especially when
it comes to freeing up the time managers
previously spent on back-office duties.
Those managers can now be out in front, she
said, adding to a greater guest experience.
Lugo said technology has come so far that
it’s “hard to imagine things can improve. But
they always can. I’d like to see more empowering of the employees, and empowering
of the managers as well, giving them the
ability to make changes without having to
go to HR.” He also dreams of report writing
along the lines of talk-to-text. “That’d be
pretty neat.”
Carmel O’Hara, CPP, Payroll Administrator for the Golden Gate Bridge Highway
and Transportation District in San Francisco, said after the session that automation
and self-service are “here, part of our lives,
and part of payroll.” She sees these advances
making employees and managers more efficient and businesses more successful, and
her own organization is in the RFP process
for a time and attendance, scheduling, and
absence management system.
“We’re going to embrace the technology
that will make us more efficient,” she said.
“I can’t wait.”
Melissa Nicholson, CPP, Payroll Manager
for Saddle Creek Logistics Services in Lakeland, Florida, was just happy to hear that
others were sharing some of her challenges.
The instant aspect of social media has made
the company’s associates expect an almost
immediate response from payroll, which has
made things more difficult.
“There are more of them and fewer of us
these days because of the technology,” she
said. “It’s nice to know I’m not the only one
struggling with that. Sometimes it’s nice to
know someone else is feeling your pain.”
Virtual Congress
Store Hours
• Today
3:15 p.m. – 6:30 p.m.
• Thursday, May 7
11:45 a.m. – 2:30 p.m. and
5:00 p.m. – 7:30 p.m.
|
5.6.2015
9
Impact the Lives of Teens as a Money Matters Volunteer
By Joshua White
Go out into your community and make a
difference! Join hundreds of your fellow
APA members and colleagues teaching
teens during Money Matters National
Education Day (MMNED), September
10, 2015.
You can help America’s future workers
better understand their paychecks, W-4
forms, and the different pay options
available. And in doing so, you’ll also
receive one RCH for teaching the materials.
It’s easy to volunteer. Simply visit the
NPW website at www.nationalpayrollweek.
com and fill out the brief volunteer form.
Upon completing the volunteer form,
you’ll receive an email with links to download the lesson plan, teacher’s guide, and
PowerPoint presentation, all designed to
help structure your session.
Volunteers will educate teens on basic
paycheck information such as:
• How to fill out a Form W-4
• How paycheck deductions work
• Electronic pay options
• Minimum wage rates by state
• Overtime issues
Help educate America’s next generation
of workers. Visit www.nationalpayrollweek.
com and sign up to volunteer for Money
Matters National Education Day.
EXPO EXECUTIVE PANEL
“Payroll’s Strategic Role in Human
Capital Management (HCM)”
Wednesday, May 6, 3:30 p.m. – 4:15 p.m.
Subject-matter experts from vendors and senior payroll leaders will take your questions and provide
practical knowledge of your role and impact within this changing technology landscape.
Participating panelists include:
LINDA OBERTIN, CPP
LAURENT BOTELLA
Sr. VP and Global Payroll Leader
Wells Fargo
Director, Product Strategy
Workday
JAYSON SABA
DON WEINSTEIN
VP Strategy Industry Relations
Ceridian
Sr. VP Product Management
ADP
MODERATOR –
BRIAN KONIUK
Partner Principal
Ernst & Young LLP
Powered by
#409
Prizes include
designer purses,
Yamaha headphones,
jewelry and more!
#409
WEDNESDAY
|
5.6.2015
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EXPO NEWS
Visit Bestpayrollservices.com
Bestpayrollservices.com will be exhibiting
at the 33rd Annual Congress in Las Vegas
this week. Bestpayrollservices.com provides
buyers of payroll processing solutions
with a list of
recommended
vendors based
on their experience and performance in
a meticulous evaluation process. While
hundreds of payroll processing companies enable businesses to outsource their
payroll, the rankings only consist of those
which have showcased their status as a
leading contending payroll company within
the industry.
Visit booth #554 to learn more.
Intuit Adds Healthcare Forms to
W-2 Import Service
Intuit and its W-2 import partners are
making it easy for employers to deliver the
new 1095 healthcare forms to employees
through the expansion of the TurboTax W-2
import service. In 2016, it will be easy for
employees to
prove compliance with the
Affordable
Care Act individual mandate through the
private, accurate, and secure import of the
new healthcare tax forms required under
the ACA.
Intuit’s tax products—TurboTax and the
Intuit ProLine for Accountants—prepare
nearly half of the nation’s tax returns and
are uniquely positioned to assist employers
and their 1095 service providers with
an easy 1095 import service. The 1095
Import Service will support Forms 1095-B
from insurers, 1095-C from self-insured
employers, and 1095-A from health insurance marketplaces.
Visit www.intuit.com to learn more.
the industry,” said Russell Rindik, BSI Vice
President of Operations.
Visit booth #416 to learn more.
DSG Collect at Congress
DSG Collect, the leading provider of
payroll overpayment collection services
to numerous Fortune 500 companies, is
pleased to be
part of the 2015
APA Congress.
For more than
35 years, DSG
Collect has specialized in collecting payroll
overpayments, enabling payroll departments
the ability to focus on taking care of existing
employees. We understand the importance
of maintaining your reputation, as well as the
impact that collecting overpayments has on
your bottom line.
Visit booth #438 to learn more.
SSA Helps Your Employees
Discover Their Benefits
Ryan Helps Minimize Tax Risk,
Maximize Tax Savings
Are employees in your organization saving
enough for their retirements? Someday,
each of us would like to relax and enjoy the
fruits of our labor. The
Social Security Administration offers a “my
Social Security” account
to help people prepare
for and manage for their
“someday.” With a my
Social Security account, you can get your
online social security statement, review
your lifetime earnings, see estimates of your
future benefits, manage your benefits, and
so much more.
Visit www.socialsecurity.gov/myaccount
to learn more.
Ryan’s Human Capital Tax Services practice responds to day-to-day employment
tax needs and delivers substantial tax
savings, refunds, and credits for many of
the world’s most
respected companies, from small
bu s i n e s s e s
to
Fortune 100 firms. Our team of dedicated
human capital tax professionals leverages
proven methodologies and years of experience in all facets of federal, state, local,
and international employment tax compliance. Our broad suite of service offerings
includes performance-based as well as
project-based pricing models and ensures
proper compliance with all federal, state,
local, and international agencies.
Visit www.ryan.com to learn more.
Ex
xpl
plore,
e, Learn
n, Discover, Sh
Shar
are
e
TFG Card Solutions Changes
Name to SOLE Financial
TFG Card Solutions has changed its corporate name to SOLE Financial and rebranded
its TFG Visa
Payroll Card as
the SOLE Visa
Payroll Card.
“SOLE clearly and concisely communicates our proven ability to deliver what
employers want: a superior single payroll
card that functions as the primary financial
tool for their unbanked and underbanked
employees,” said Tom Secor, President of
SOLE Financial.
Visit www.solepaycard.com to learn more.
BSI to Showcase Its
Cloud-Based Products
BSI will showcase its suite of cloud-based,
innovative payroll compliance products
that automate and
streamline payroll tax
processes, increase
efficiency, improve
accuracy, and reduce costs. The BSI
TaxFactory™ suite of solutions automatically responds to the demands of a payroll
system, providing tax assignment, wage
attachment calculations, and much more.
BSI’s ComplianceFactory™ is a comprehensive payroll tax management system that
helps organizations pay tax liabilities, file
returns and amended reports, and process
W-2s and 1099 returns.
“We continue to create payroll tax solutions for corporations that are the most
comprehensive and technically advanced in
Come share challenges and learn solutions in two highly interactive areas in the Expo! Join
subject matter experts for thought-provoking discussions. Engage with your peers and experts
to strengthen and expand your payroll knowledge.
Payroll and Time in the Cloud
Affordable Care Act
Join the discussion at the end of the 600 aisle.
Join the discussion at the end of the 100 aisle.
Wednesday, May 6
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Wednesday, May 6
4:00 p.m. – 4:15 p.m.
4:30 p.m. – 4:45 p.m.
4:15 p.m. – 4:30 p.m.
4:45 p.m. – 5:00 p.m.
5:00 p.m. – 5:15 p.m.
5:45 p.m. – 6:00 p.m.
5:15 p.m. – 5:30 p.m.
6:00 p.m. – 6:15 p.m.
Thursday, May 7
Thursday, May 7
1:00 p.m. – 1:15 p.m.
1:45 p.m. – 2:00 p.m.
1:15 p.m. – 1:30 p.m.
2:00 p.m. – 2:15 p.m.
6:00 p.m. – 6:15 p.m.
6:45 p.m. – 7:00 p.m.
6:15 p.m. – 6:30 p.m.
7:00 p.m. – 7:15 p.m.
#paycon
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WEDNESDAY
|
5.6.2015
1 3
What is your organization’s strategy for complying with
the reporting requirements of the Affordable Care Act?
QUESTION OF THE DAY
“We collaborate with HR and
Benefits, and we attend classes
like those at Congress to make
sure we are informed. Having
knowledge and understanding
the purpose enhances
compliance.”
Valerie Alexander, CPP
McClatchy Company
Gold River, Calif.
“We work with our riskmanagement team through a
shared service. The part that
most involves payroll is keeping
copies of part-time employees’
time sheets.”
“We export data on the
employer and employee
healthcare portions from the
benefits system to our payroll
system and upload for W-2
reporting.”
Sherry Hudson, CPP
“We coordinate with our
benefits office, which is
the liaison to our health
benefits administrator. We
send the payroll information
to Benefits, which prepares
communications to send to our
employees.”
“With approximately 280,000
employees, we take a
multifaceted approach with
our benefits team and our
technology and operations
group. We meet weekly, in part
to ensure that we’re up to date
on any ACA changes.”
Laurie Brown, CPP
Charlotte County Sheriff’s Office
Punta Gorda, Fla.
Sequenom, Inc.
San Diego
Pat McQuiller, CPP
Marc Shriver
AT&T Services, Inc.
St. Louis
Wells Fargo
Minneapolis
visit Symmetry Software
in Booth 210
Stop by
our booth
and enter to
WIN AN
HDTV!
OUR
PRODUCT BENEFITS:
End hassles with local taxes
Easily see which state, city, county, school
district, township, and employer taxes apply
Considers nexus and reciprocity
Uses home and work addresses
sales@symmetry.com
480-596-1500
|
PAYR OLLP OINT.CO M
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CONGRESS
TODAY
More
Congress
Photos
Online
www.jowdy.com/apa
WEDNESDAY
|
5.6.2015
1 5
VISIT US AT
BOOTH 333
ELEVATE YOUR
INTERNATIONAL
PAYROLL GAME.
>>>>>>>>>>>>>>>>>>>>
From tax treaties to expatriate compensation and
political change, every move counts in the world
of international payroll. Rely on Bloomberg BNA’s
International Payroll Decision Support Network
for the global payroll news, expert analysis, and
primary sources you need to meet challenges.
Don’t just stay up to speed – take the lead.
Around the world. Our international payroll
resource features:
Strategic white papers on
the issues facing international
payroll professionals
International payroll
country primers
Tax treaty summaries
Custom research
0415-JO14372b
© 2015 The Bureau of National Affairs, Inc.
We’re with you, no matter
where your employees are.
////////////////////////////////
VISIT BLOOMBERG BNA
AT BOOTH 333 TO DEMO
THE INTERNATIONAL
PAYROLL DECISION
SUPPORT NETWORK!
VISIT www.bna.com/apa2015
TO LEARN MORE.
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