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Fall Conference: Payroll Around the World
October 5, 2017 - October 6, 2017
7:00 – 7:45 Registration & Breakfast
8:00 – 9:15 General Session
**For a complete schedule, print the Agenda **
Sessions and Speakers:
Sessions and Speakers:
This IRS session will look at the latest Data Theft and Identity Theft issues for the payroll professionals. In addition, topics of Filing Information Returns Electronically, Affordable Care Act updates, Sharing Economy tax issues, Private Debt collection and any recent tax updates for the payroll professionals will be discussed.
Presenter: Alan Gregerson
Alan Gregerson is a Senior Stakeholder Liaison Specialist with Communication and Stakeholder Outreach of Small Business and Self Employment Division of the IRS. He has held positions as a Revenue Agent in field examination, Taxpayer Service Specialist answering technical calls at the St. Paul nationwide call site, assisted the Volunteer Income Tax Assistance program with technical and electronic filing expertise, and currently is a Senior Stakeholder Liaison Specialist who works with business organizations, practitioners and payroll organizations. He received his Certified Payroll Professional designation in 2011, and he has presented tax topics at many Payroll, Practitioner, and Industry Seminars over the last 16 years. He has 30+ years of IRS experience
Update Sick Pay Policy
More than 30 jurisdictions across the country now have paid leave laws, such as safety and sick leave, including the cities of Minneapolis and St. Paul. During this session, join attorney Heather Kaiser as she reviews the relevant ordinances in Minnesota, discusses implementation requirements, and reviews best practices for compliance.
Wage & Hour Salary Exemptions and Classifications
Join attorney Heather Kaiser as she discusses updates in the federal wage and hour laws. Learn about the status of the white collar rule change on exempt salary levels, other DOL initiatives such as joint employment and independent contractors, the impact of the DOL now issuing opinion letters, and other wage and hour issues for your business.
Presenter: Heather Kaiser
Heather is an attorney working as an HR Consultant for Associated Benefits and Risk Consulting. She educates and advises employers on all aspects of employment law, including compliance with state and federal laws, leaves of absence, discrimination, harassment, accommodations, discipline and discharge, wage and hour obligations, unfair competition, and other issues that arise in the workplace.
In addition to Heather’s employment counseling, her background includes nearly a decade of litigation experience. Her prior experience includes litigating for a regional insurance company, business disputes, and employment. Heather has represented clients in state and federal courts, before the Minnesota Department of Human Rights, Department of Employment and Economic Development, Department of Commerce, Department of Labor, and other state agencies, which gives her a unique perspective when helping clients with their employment law needs.
Mythbusting: The Realist’s Guide® to the New Workforce
Are you struggling to understand the new workforce? Do you want to give them the proper tools so they can succeed in your organization?
Before you can manage a person, you need to understand them. This humorous and in-depth program puts the spotlight on what has shaped and what motivates the multi-generational workforce that exists today. Audience members older and younger alike will be entertained and enlightened by this informative presentation.
Presenter: Craig Price
As a speaker, author and podcaster, Craig has helped some of the most effective and diverse corporate leaders, from multibillion-dollar manufacturers to top universities, around the country find the path to success. His honest and realistic approach allows them to understand how to use one’s natural thought process as a tool for change and productivity.
FLSA: Exempt vs. Non-Exempt
To be updated. . .
Regular Rate of Pay
To be updated. . .
Presenter: Terry Meggitt, CPP
Terry Meggitt, CPP is currently self-employed teaching payroll classes. He is also an APA Approved Provider for RCH’s.
Terry has worked in the payroll field for about 38 years, for companies that include Entrust Datacard, HealthPartners, Musicland (Retail), Foster Wheeler Energy Corp. (Construction), Safety Harbor Health Spa (Resort) and the United States Navy.
Terry is a member of the Northstar Chapter and American Payroll Association. He received his credentials as a Certified Payroll Professional (CPP) in the fall of 1995. For the past 22 years he has been an instructor for CPP/FPC classes and for 5 years was an instructor for the PPLS classes.
Terry was honored as 2002 Northstar Chapter Professional of the Year and in 2003 He received APA’s Donald W. Sharper Education Grant. In 2015 he received APA’s Meritorious Service Award.
Terry is currently on APA’s Chapter Recognition Committee, has served 4 years on APA’s Nominating and Elections Committee and is one of APA’s CHAMPS mentor since 2004. He also served 2 years as APA’s Region 2 Board of Advisor Group and has served on APA’s sub-committee writing exam questions for FPC/CPP exam since 2003.
Regulatory Compliance in Corporate Restructures
This workshop goes beyond the basic tax and reporting requirements that must be met during a merger or acquisition. Designed for payroll professionals who oversee merger and acquisition activities, it focuses on being prepared for the following during transactions:
- Due diligence: payroll – notices, audits
- Strategic planning and implementation
- Savings/cost effect of the M&A activity
- Compliance factors that must be considered
Presenter: Matt Kaufer
After graduating Cornell University with a BS in Business Management, Matt spent seven (7) years helping to build a computer software company. That company developed specialized programs for the Health Insurance brokerage community. Utilizing the skills learned at this software company, Matt played a prominent role in the design of Barnett Associates unemployment tax and claims systems, coupled with their online reporting system. For the past fifteen (15) years Matt has progressed from Assistant Director of Tax to his current title of Vice President Employment Tax Services. During his time with Barnett and Equifax, he has developed an extensive working knowledge in all areas of unemployment and employment verification. He is an active speaker within the unemployment, payroll, and HR community. He speaks at local, state, and national levels for the APA, The Broadband Tax Institute, SHRM, and for the Unemployment Workers Compensation Association (UWC).
Innovative Paycards Help Employers in 50 States
The overwhelming consensus is that paycards are, for all parties involved, a very good thing. It’s a practical product that moves direct deposit onto a convenient card—and one that has fast become a competitive advantage for today’s enterprising, employee-focused organizations.
Presenter: Dallas Wilfong
Dallas is the Eastern Division Sales Manager at rapid! PayCard and, while growing up in a Navy family and has lived all over the country, he now lives outside of Tampa, FL.
Prior to joining the PayCard industry in May of 2012 most of Dallas’ experience dealing with the unbanked and under banked segment of the population came from his long career in the staffing industry. There he held the roles of Senior Sales Executive, General Manager, and National Business Development Manager.
In these roles Dallas experienced first- hand the challenges faced with the payroll and check distribution of thousands of unbanked employees working in local markets as well as per diem employees who travelled to remote jobsites both in and outside the US.
Introduction to Global Payroll
Global Payroll is literally leading the payroll industry and a new opportunity for many payroll professionals. If your organization is not already global it will be soon! Attend this session to learn more about basic considerations for working and managing payroll around the world. We will review cultural aspects, communication styles and identify many unique practices when working globally. While there are many complexities we will discuss what is similar and what is different when working outside the US.
Managing Global Teams
Engagement, Productivity and Collaboration are not always easy in the US, so what about globally? Managing talent globally becomes a unique skill for all managers. When you are managing around the world, it is critical to understand how to get the best from our employees and teams to support your organization. This workshop will give the payroll professional an understanding and appreciation of cultural differences and the skills needed when managing global talent. Come prepared to analyze how well you are prepared to manage global workplace dynamics and a global team.
Presenter: Linda Obertin
Linda serves as Senior Vice President for Wells Fargo in their corporate Human Resource organization. Joining Wells Fargo in April 2013, she is responsible for Global Payroll Services representing 280,000+ team members in 40 countries.
Prior to joining Wells Fargo, Linda held leadership positions in the Human Resources and Finance divisions of fortune 100 corporations. She has over 25 years of in-depth Human Resource and Payroll shared service experience. She has also held senior leadership roles in the Business Process Outsourcing (HR, Payroll, and Benefits Outsourcing Services) commercial business responsible for Implementation, Business Process and Service Delivery design for large financial clients.
Highlights of her career include managing global teams, designing and implementing payroll best practices, and working in the US, Europe and China on HR/Payroll services. She also has deep expertise in service delivery and service delivery model design for domestic and global services supporting both small and large employers.
Linda is a Past President of the American Payroll Association. She also currently serves on the APA Board of Directors, chairs the APA’s Strategic Payroll Leadership Task Force focusing on sharing payroll benchmarking and developing best practices. She is a frequent speaker at industry events and is an author and educator for the APA
Words Matter – Communication Strategies for Success
Come and learn how the words we use make a difference in communicating with others. We will look at communication blind spots, negative language, and simple switches we can all make to improve communication with others. The goal of this session will be to improve your communication skills to drive successful relationships at work and at home. This will be an interactive session with practical tips and tricks you can implement immediately. Together we will build personal communication action plans that will get you started on your road to improved relationships with those around you.
Presenter: Sheri Beck (Johnson)
Sheri Johnson is the Director of Pre-Service & Process Improvement for the Revenue Cycle at Hennepin County Medical Center. Sheri has worked in healthcare for over 20 years. Her healthcare career started in the Payroll department at Children’s Hospitals and Clinics. Her career has spanned a variety of functions and levels of leadership. Effective communication has been a key factor in Sheri’s success in every role. Sheri has a bachelor’s degree in Business Administration from the Carlson School at the University of Minnesota and a Master’s degree in Organizational Leadership from Bethel University. Sheri has a passion for helping people learn and grow and she loves the opportunity to present to the Northstar Chapter.
The Business of Politics in our Healthcare
During the session we will review the state of Health Care in the United States compared to those of other developed countries. We will look at the history of the Private Payer system and contrast that to the Social Systems in other countries. We will take a look at past, present and the future of the ACA and AHCA proposal. We will discuss some of the issues employers are facing and also some of the solutions that have been discussed or are being considered in legislation.
Trends in Employee Benefits
During the session we will review trends in the employee benefits as employers are reacting to the Affordable Care Act legislation, increasing medical trends, new specialty medications, etc. We will look at the strategies employers are taking to address the increasing cost and the development of the disease within their population. We will discuss various upcoming funding trends as a way to control cost such as Employee Benefit Captives, minimum funding and the differences between self-funding strategies. We will also look at Wellness trends and what actually is working for the employers as solutions to change behaviors within their populations.
Presenter: Natalia Bochinko
As a key player in Holmes Murphy’s Employee Benefits Division, Nataliya is dedicated to providing creative solutions and tools her clients need to design their employee benefit plans. A native of Ukraine and fluent in three languages, she has the skills necessary to communicate and implement employer sponsored benefits and initiatives to diverse organizations. Nataliya specializes in healthcare data analysis, healthcare reform and legal compliance, cutting edge wellness programs as well as a full suite of employer sponsored benefit programs. Nataliya is also a Holmes Murphy shareholder.
Nataliya joined the Employee Benefits Division of Holmes Murphy in 2006. Prior to joining Holmes Murphy, she worked for Wells Fargo in Consumer and Business account management where she held a variety of advisory capacities involving life and health, investments and business financial services.
Nataliya is a frequent speaker on Health Care Reform topics at the local & regional industry events. She also enjoys teaching Employee Benefits to the graduate students at Drake University as an Adjunct Professor. Nataliya earned her bachelor’s degree in Finance and her Master’s in Business Administration at Drake University. In addition, she holds her Certified Employee Benefit Specialist (CEBS), Group Benefits Associate (GBA), and Retirement Plan Associate (RPA) designations.
Nataliya is an active member of Greater Des Moines community, currently serving as the Finance Chair on the Board of Directors for Employee and Family Resources and a mentor for some of the most progressive global insurance startup companies through the Global Insurance Accelerator. In 2016, Nataliya received a Community Vision Award from the Greater Des Moines Leadership Institute and, in 2012, she was honored as one of the Des Moines Business Record’s Forty under 40 for her professional achievements and community involvement.
State Withholding & Unemployment Insurance Basics
Requirements Why talk to Employers
Resources Wages to report to UI
Responsibilities (ER) Wage detail reporting methods
e-Services Tax rate calculation
Deposit schedules Base tax rate/experience rating
Filing Returns Managing your rate
Karen Kittel is a management analyst with the Outreach, Communication, and Policy Unit of the Income Tax and Withholding Division. Her duties include designing and delivering the Minnesota withholding tax outreach programs for new businesses and professional organizations. She is also responsible for managing the withholding tax website content, and coordinating the development and maintenance of withholding tax forms, fact sheets and mass mailings. Karen is also a member of the department’s agency-wide outreach team and plain language team. She has worked for the Minnesota Department of Revenue for 18 years.
Aaron has extensive experience providing education and training of Unemployment Insurance (UI) information to employers and people requesting unemployment benefits. Duties also include gathering feedback from UI customers in user-testing sessions and then applying that information along with user-centered design principles to the Self-Service System, correspondence, and the UI website for a better user experience.
|Refund Policy: A cancellation refund will only be provided if done by Friday, September 15th.|