Statewide Conference

Statewide Conference

2018 Fall Conference: Recipe For Payroll

October 25 – October 26

Embassy Suites – Bloomington, MN

Session Handouts (members only): Membership > Members > Conference Archive

**For a complete schedule, print the Agenda **

Sessions and Speakers:

Harassment Prevention – It’s not just a video anymore!

In light of continuing issues of harassment in the workplace, and with increased media coverage, the #metoo movement, and instances like Starbucks closing is doors for a day of bias training, employers are paying more attention than ever to why, what, and how they teach harassment prevention in the workplace. This session will explore the EEOC’s guidelines on such training as well as core leadership principles, strategies, and tips that will make your harassment prevention efforts more meaningful and impactful!

Handout: Harassment Prevention – It’s Not Just a Video Anymore!

Violence/Safety in the Workplace

While you should do everything possible to reduce the chance of violence occurring in your workplace, what do you do once it occurs?  Did you know that, in some cases, you have to put OSHA on notice within eight hours of the act of violence?  And how do you deal with the fallout with your customers, your workflows, and most importantly, your employees?  This session will help you understand the threat of violence in the workplace, prepare for acts of violence, respond to acts of violence, and deal with the aftermath of violence.

Handout: Violence and Danger in the Workplace: Preparing for and Dealing with the aftermath

Presenter: Heather Kaiser, JD
Heather Kaiser offers practical guidance and helps employers find solutions to employment, compliance and risk management issues through a legal lens.  Heather educates and advises employers on all aspects of employee relations and 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.  Heather also helps employers improve their workforce through employee training on respectful workplaces and management training on topics such as conflict management, discipline and discharge, employment law, recruiting, engagement, leadership and more.
In addition to Heather’s employment guidance, her background includes nearly a decade of litigation experience as an attorney.  her prior experience includes litigating for a regional insurance company, handling business disputes and employment actions.  heather has represented clients in state and federal courts, before the Minnesota Department of Human Rights and other state commissions, Department of Employment and Economic Development (unemployment), Department of Commerce, Department of Labor and other agencies, which gives her a unique perspective when helping clients with their employment and business law needs.


  • HR and employment issues
  • Wage and hour
  • ADA and FMLA
  • Drug and alcohol use and testing
  • Confidentiality and competition issues
  • Onsite employee and manager training

Professional accomplishments

  • Juris Doctorate, William Mitchell College of Law, St Paul, MN
  • Bachelor of Science, Minnesota State University, Mankato
  • Named a Minnesota “Rising Star” 2015-2016, 2017 (an honor given to only 2.5% of lawyers in Minnesota)


Prevention of Overpaid Employment Taxes

The intricacies of the tax laws can create situations where employers overpay employment-related taxes.  These overpayments very in type [e.g., social security (“FICA”), federal unemployment (“FUTA”), and state unemployment insurance (“SUI”)] and can be created without your knowledge or due to circumstances beyond your control.  Employers at particular risk are those that engage in M&A activities (mergers, acquisitions, reorganizations, divestitures, and internal employee realignments) and those that have employees regularly crossing state borders to perform their job functions.  FICA and FUTA overpayments can be significant; however, SUI tax overpayments com in many forms and can often be avoided by taking advantage of unique SUI tax laws

  • Rate Revisions (SUI)
  • Mid-Year Wage Base Restarts (FICA, FUTA, and/or SUI)
  • Use of Out-of-State Wage Credits (SUI)
  • Multi-State Reporting or “Sourcing” of Wages (SUI)
  • Time Limits on Seeking Refunds (FICA, FUTA, and SUI).”

Handout: Prevention of Overpaid Taxes

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 transactions:

  • Due diligence:  payroll – notices, audits
  • Strategic planning and implementation
  • Savings/cost effect of the M&A activity
  • Compliance factors that must be considered.

Handout: Regulatory Compliance in Corporate Restructures

Presenter: Matt Kaufer Vice President Employment Tax Service Equifax, Inc
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 at Barnett Associates, to his current title of Vice President Employment Tax Service at Equifax.  During his time with Barnett, he 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).

Presenter: Scott Bankert

In his current capacity as Account Executive-Employment Tax Services for Equifax Workforce Solutions, Scott assists companies in analyzing tax consequences and proper reporting requirements associated with mergers, acquisitions, reorganizations, and similar business transactions.  Equifax Workforce Solutions is the market leader in two of its chosen fields: outsourced employment and income verifications and unemployment cost control.  Scott started with career in 1980 R. E. Harrington (subsequently acquired by TALX).  During his tenure he has had responsibilities for both operations and customer account management in all aspects of payroll tax and claim consulting.  Scott graduated in 1980 with a BS-Finance from The Ohio State University and reside in Savannah, GA.


Technology is Driving an Unstoppable Shift to On-Demand Pay

Static timelines for fixed paydays and rigid schedules for payouts are being challenged by a new payment solution that meets your employees’ desire to receive disbursements NOW to any personal debit card, ANY paycard brand, or other financial account.

  • Advances in technology are driving an unstoppable shift to an on-demand culture in Financial Services
  • This includes the delivery of corporate payments including wages, accounts payable, off cycle payments, adjustments, separation payments, accrued wage payments, and tips
  • Businesses that don’t adapt could find themselves behind the competition

Handout: Technology is Driving an Unstoppable Shift to On-Demand Pay

Presenter: Dallas Wilfong
Dallas is the Eastern Division Sales Manage at rapid! PayCard and while growing up in a Navy family 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.


Process Improvement

Do you have more opportunities that you have time to implement?  Come and learn how to prioritize ideas to ensure you are working on the right things.  you will also learn a problem solving methodology you can begin using immediately as well as identify meaningful metrics to help you determine if your improvement efforts are working.

Handout: Process Improvement

The Alphabet Soup of Leadership

This session is for you if you are a new leader looking for a “recipe” for success or you are a seasoned leader always cooking the same thing and you need some new ideas.  Through research, personal stories and conversation, we will identify what ingredients make the most successful and effective leaders.  You will leave with a plan for your own personal “leadership recipe.”

Handout: Recipe for Leadership

Presenter: Sheri 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.


FLSA Exempt – Non-Exempt Considerations and Other Emerging Issues

This session will provide an overview of important changes to overtime rules and intern rules, as well as a discussion of case law developments in FLSA exemptions and independent contractor status.

Handout: FLSA Exempt

Presenter: Penelope (Penny) J. Phillips
Penny Phillips is a shareholder at Felhaber Larson where she is co-chair of the firm’s Labor and Employment section.  Since 1990, Penny has focused exclusively on counseling and representing employers in all areas of employment law.  She provides ongoing training to employers, managers, human resource personnel and other lawyers on matters such as FMLA, Americans with Disabilities Act, wage and hour laws, hiring and firing, sexual and unlawful harassment, discrimination, conducting investigations, alcohol and drug testing, and reductions in force.

Penny was inducted as a Fellow in the College of Labor and Employment Lawyers (2016), served on the governing Council of the Labor & Employment Law Section of the Minnesota State Bar Association from 1999 through 2006 and served as its chair in 2005-2006.  She is the past Chair of the Labor and Employment Certification Board.  Penny has been appointed as a Leader in her Field by the Chambers USA Guide and throughout the years has been names “Super Lawyer” by Minnesota Law & Politics, a Top 100 Woman Lawyers by Minnesota Law & Politics and a Top 100 Minnesota Lawyer.  Penny received her Bachelor of Arts from St John’s College, Santa Fe, New Mexico (1985) and her J.D. from William Mitchell College of Law (magna cum laude) in 1989.


General Session:  “Who Hijacked My Fairy Tale”

Staying Passionate, Productive, and Peaceful during times of stress and change.  A hilarious and powerfully motivating program based on Kelly’s book Who Hijacked My fairy Tale? which focuses on busting the negative mindsets that block our path to peach and prosperity.  Kelly’s witty, sassy, take-off-the-face- and-get-real approach will make you laugh, make you feel validated, and challenge you to change the story line running through your head – for more confidence, higher self-esteem, and a faster path to the life you want.  Laughing the whole way.

Presenter: Kelly Swanson
Kelly Swanson is an award-winning storyteller, comedian, motivational speaker, and author of Who Hijacked My Fairy Tale, and The Story Formula.  She is a cast member of the Fashion Hero TV show.  She travels the world making people laugh, helping them see beyond their obstacles, and teaching about the power of story.


General Session:  “Communication Bleeps and Blunders in Business”

You said one thing: your client or coworker heard something else.  Nobody was wrong, but now everybody’s confused…and you have to deal with it.  Laugh and learn as Todd shares real-life examples from business, revealing how we can improve our communication and become more successful.  he’s been a hit at payroll conferences in New Jersey and California, plu Iowa Municipal Finance Officers Association, Illinois Bankers Association, Georgia Society of CPAs and other financial events.

Presenter: Todd Hunt, Business Humorist
Todd Hunt speaks to organizations that want to add fun to their conferences and send members out the door smiling — with tips to improve communication and profitability.  His insights have delighted audiences at New Jersey and California Statewide Payroll Conferences, ADP, Financial Women International, Illinois Bankers Association, National Association of State Boards of Accountancy, North Carolina Association of CPAs, Prudential Financial, Iowa Finance Officers Association and other financial conferences.  As an executive of Ogilvy & Mather, the world’s largest advertising agency, Todd learned the inner workings of communication.  Additional positions with an insurance administrator, direct marketing company and ad department of a major retailer confirmed what he had suspected all along — people miscommunicate every day!  Now a professional speaker, he inspires thousands of people each year to improve communication and success.


System Conversion

This session will cover highlights of payroll items considered when converting payroll systems.  Talking through details such as -why the change, what was considered, what system was selected and what efficiency can be gained in the process.  Learn about considerations for RFP, areas to look for cost savings and planning resources to make the change.  Discuss best practices in payroll system and hear about the Workday journey after implementation.

Handout: Payroll system

Presenter: Barb Muellerleile
Barb Muellerleile, CPP has over 30 years of Payroll, Accounting, Tax, HRIS, Human Resources and Benefits experience. She received her accounting education from Minnesota State University.  Barb currently serves on the APA Certification (CPP) Board, the Board of Contributing Writers for PAYTECH, GPMI Committee and CHAMPS committee.  She is the leader of the SPLTF committee-Retail, the chair for the APA National Nominations & Elections Board, a speaker at the APA National Congress and previously served on the National APA Board of Advisors and the Government Affairs Task Force (Direct Deposit) committee.  Barb also served on the Minnesota APA North Star Chapter Board for over 10 years in many roles such as President, Vice President, Secretary, Conference Committee, Government Liaison, Program Director and as a Payroll Education Speaker.
For over 10 years Barb had assisted as an instructor for local CPP classes to assist payroll professionals getting their certification.  Barb is on the leadership committee for the MO Workday User Group and served as the previous chair for the Infinium-Human Capital Management software User Group.  Barb has received the Minnesota Payroll Professional of the Year award in 2010, the Northstar Chapter Ambassador Award in 2013 and the American Payroll Association Meritorious Service Award in 2014.  Barb also received the 2014 “Mother Bread Award” at Panera for outstanding Service.
Barb has worked with large company payrolls of multiple Federal ID numbers, serving the United States, Puerto Rico, Canada, the Netherlands and the United Kingdom.  She has managed a number of HRIS/Payroll system set-up and implementations, year-end tax reporting, 100+ acquisitions (Payroll, HR and Benefits) and General Ledger for Payroll.  She has extensive Benefits experience such as managing health and welfare plans, working with multiple vendors, benefit networks and plan design, benefit renewals and conducting benefit meetings, and all aspects of benefits.  Additionally, she has had Human Resources and Compliance responsibility throughout her career.  Barb currently is located in St Louis MO and is a Finance Director leading the Payroll team at Panera Bread that services over 60,000 employees throughout the US and Canada.


Protect your Payroll Data

This presentation will give real world examples of when things have gone terribly wrong and why/how they happened.  Then we will discuss practical ways to protect yourself at work and in your personal digital life.”

Handout: Security Awareness Social Engineering and More

Presenter: Bonnie Anderson Maxey, MBA, CISM, CISA, CHPC
Currently the Information Security and Privacy Director at Hennepin healthcare.  Bonnie has been practicing IT Security for 19 years and specifically in the healthcare community for the past 11 years.  Bonnie earned her undergraduate degree in Finance from East Carolina University and her MBA from North Carolina State University.  She is an avid cyclist and skier and HUGE Minnesota Vikings fan – SKOL Vikings!


Is Payroll in California that Difficult?

Paying employees in California can be less challenging with a clear understanding of the California Wage and Hour Laws.  We will cover the latest California legislative and regulatory updates to ensure payroll tax compliance.

Handout: Is Payroll in California that Difficult

Streamline Payroll Processes By Developing a Lean Payroll

With five generations in the workforce, learn strategies and tools to streamline payroll processes in developing a lean payroll.

Handout: Streamlining Payroll

Presenter: David Wakeling, CPP Payroll/Tax Consultant Wakeling & Associates
Mr. Wakeling recently retired after 31 years with the Los Angeles County Metropolitan Transportation Authority (Metro).  As Payroll Manager, David was responsible for the activities of a 10,000 employee, six union group payroll.  In 2015, Metro won the American Payroll Association prestigious Prism Award for best payroll processes.  Mr. Wakeling has over 40 years of experience as an accountant and payroll professional responsible for accounts payable, accounts receivable, fixed assets, general ledger, payroll , and financial reporting.  He has also been Project Manager for the implementation of financial and payroll systems.  Mr. Wake has taught the Payroll Professional Learning Series for several years at Chapman University.  Mr. Wakeling has been a member of the American Payroll Association’s National Speakers Bureau for the past 12 years.

As a member of the National Speakers Bureau, he teaches American Payroll Association (APA) seminars and webinars in major cities in the United States and Canada.  He also teaches workshops at the annual American Payroll Association Congress.  In addition, he is a published author.  Mr. Wakeling currently serves on the APA Board of Advisors ent/Public Secce.  He received the APA Meritorious Service Award in 2014, and was inducted into the APA Hall of Fame.  Mr. Wakeling was APA Payroll Man of the Year Award in 2017.  Mr. Wakeling holds an undergraduate degree from the University of Nevada (Accounting), and a Master of Accountancy degree from Brigham Young University.  He is also a Certified Payroll Professional.


IRS Updates

The IRS Tax Update will focus on the updated new W4, the IRS Withholding Calculator, Tax Professional Data Theft and Scams, Tax Cut and Jobs Act, Private Debt Collection, Individual Taxpayer Identification numbers, Passport Revocation and Denial, and Employer Shared Responsibility Payments.

Handout: Do A Payroll Checkup

Additional Handout:  Tax Reform Basics for Employers

Presenter: Alan Gregerson
Alan Gregerson has worked in the tax field for over thirty-two years.  Over the years, he has held positions of a Revenue Agent, Taxpayer Education Specialist, Taxpayer Service Specialist, and currently a Stakeholder Liaison in the Communications and Liaison Division within the IRS.  Over the last twenty-two years he has made many presentations and communicated with many agencies, businesses, and practitioner groups of important messages for the various organizations.  He received his Certified Payroll Professional designation in 2011, and has been a member of the Northstar Payroll Association since 2012.  He also has been a vendor at the Minnesota Statewide Payroll Conference assisting payroll professionals with questions over the years.  He received his Distinguished Toastmaster Designation in Public Speaking this July, being a toastmaster for many years.  He is also a University of Minnesota graduate.

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