The Northstar Chapter Statewide Conference Registration is now open!!
2019 Sessions and Handouts:
MN Unemployment Insurance Overview
Presenter: Aaron Tell, Employer Relations, Minnesota Unemployment Insurance Program
Aaron has extensive experience providing education and training on Unemployment Insurance (UI) to Minnesota employers and business stakeholders. Responsibilities include facilitating and presenting employer tax seminars and applying various methods of gathering employer feedback to ultimately create a better user experience.
What Payroll and Employees now need to know with Withholding and the new W4
This class will examine the new IRS form W4, instructions, and tax withholding with a focus on completing the W4 form correctly and accurately. This class will look at the W4, line by line, so the payroll professional will have a good understanding of this W4 form. This class will also look at IRS tools that also assist accurate withholding for the individual. This class will also answer procedural questions you need to know on the new W4 and withholding. If you avoided understanding the new W4, it is now time to get the details you need to be ready for the new W4 and withholding.
Agenda Time Allocation:
- W4 and instructions understanding: 60 minutes
- IRS tools to assist withholding: 15 minutes
- IRS Procedural Questions with the new W4: 15 minutes.
Total time: 90 minutes of instruction.
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. Other 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.
Next Generation Payments is Fintech made for Today’s Workforce
Empower employees to get paid HOW and WHEN they like:
*. Enable 100% electronic payments with full consent tracking and dedicated risk and compliance teams for employers
*. Driving employee engagement with early access to accrued wages
*. Workforce Evolution
*. What are Next Generation Payments
*. Disbursement Platforms vs. Payroll Systems
Presenter: Dallas Wilfong
Dallas is the Eastern Division Sales Manager 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.
Effectively Operating Shadow Payroll
Presenter: Connor Kelderman, Manager, Tax, Global Mobility Services
Conner is a Manager in KPMG’s Global Mobility Services (GMS) tax practice. He has over 7 years of experience providing tax compliance and consulting services to multinational companies with international assignment and permanent relocation programs. Conner has experience providing GMS services to clients across numerous industries including: technology, financial services, agriculture, and education. He works closely with his clients to ensure their mobile employee population are in compliance with, and advised upon, current US and foreign tax laws. In addition, Conner has experience providing equity tax withholding advice, payroll consulting services to his clients, cost projections, tax equalization calculations, and communicating with the US tax authorities regarding various individual tax issues. Conner received his B.S. in Accounting from the University of St. Thomas (MN) and is a Certified Public Accountant in the state of Minnesota. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Minnesota Society of Certified Public Accountants (MNCPA).
Presenter: Jaclyn Numata, Manager, Tax, Global Mobility Services
Jaclyn is a Manager in KPMG’s tax practice specializing in Global Mobility Services (GMS). She has over seven years of experience in providing global mobility services to companies and their assignees. She is responsible for end to end global payroll administration for multiple clients and has extensive experience reviewing assignment policies, implementing shadow payrolls, reviewing and analyzing international tax calculations, cost projections, and compensation collection. Jaclyn received her Bachelors in Finance from the University of Washington and is currently a certified Global Professional in Human Resources.
Minnesota Withholding Tax Update
Presenter: Mark Krause
Mark Krause is the Tax Professional Outreach Coordinator in the Income Tax & Withholding Division at the Minnesota Department of Revenue. He is responsible for administering the paid preparer outreach program and providing income tax and withholding tax education. Mark started his career with the Department in 2016 as a field auditor in the Special Taxes division. Mark has a bachelor’s degree in Business Management and an associate degree in Accounting. He has over 25 years of experience in individual income taxes.
General Session: “Easiest Catch: Don’t Be Another Fish in the Dark ‘Net'”
You’ve read the headlines. Unfortunately, the question now is not if your information is going to be accessed or stolen, but when. To inform the attendees of current developments in the digital underground as well as provide realistic advice for cyber protection, Mark Lanterman will be discussing recent high-profile cyber crime events, including website breaches impacting courts, law firms, and government agencies. Mark will discuss particularly dangerous types of threats that might affect individuals involving the Dark Web, the Internet of Things, phishing, and Wi-Fi attacks; additionally, Mark will demonstrate the value of leveraging digital evidence and ESI in the courtroom.
Presenter: Mark Lanterman
Mark Lanterman is the Chief Technology Officer of Computer Forensic Services. Mark was a sworn member of the U.S. Secret Service Electronic Crimes Taskforce. He has 28 years of security and forensic experience and has testified in over 2,000 cases.
Mark is faculty at the University of Minnesota, the University of St. Thomas School of Law, Mitchell Hamline Law School, The National Judicial College in Reno, Nevada and the Federal Judicial Center in Washington DC. He is a member of the Minnesota Lawyers Professional Responsibility Board and provides regular commentary on national print and broadcast media.
Update on the New Federal Salary Rules and the Impact of the Rules on State and Federal Overtime Calculations
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 named “Super Lawyer®” by Minnesota Law & Politics, Top 40 Employment Lawyers 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.
Payroll Reporting for Fringe Benefits
- General Taxability & Reporting Form
- Cafeteria Plans
- Fringe Benefit Exclusions
- Rules for Reporting and Withholding
- Fringe Benefits – Work Assignments
Handout: Fringe Benefits – To Tax or Not to Tax, That is the Question
Presenter: Ronii Rizzo
Ronii Rizzo is a Managing Director leading the Global Payroll Services practice in the U.S., and is the Chairperson of BDO’s Customized Payroll Solutions team worldwide. Ronii specializes in the taxation and payroll reporting of U.S. nationals working abroad and foreign nationals working in the U.S. Ronii’s experience includes comprehensive payroll and employment tax consulting, shadow payroll implementation, transfer and set-up of newly acquired expatriate programs and more, working in conjunction with our expatriate tax services and compensation and benefits teams to ensure the compliance of our clients and their globally mobile employees.
Head of BDO Customized Payroll Services
American Payroll Association, Charlotte Chapter
She of Charlotte
B.S. Accounting, University of North Carolina – Charlotte
Common Misconceptions with Multi Entity Employment tax reporting
Presenter: Scott Bankert
In his current capacity as Regional Tax Director 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 his career in 1980 R. E. Harrington (subsequently acquired by TALX). During this 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 resides in Savannah, GA.
Let’s Do the Twist – Changing Your Thinking to be an Effective Leader
Rocking Around the Clock with a New Team
Presenter: Sheri Johnson
Sheri Johnson is a return presenter for the Northstar Chapter. She started her career in Payroll and was an active member in the Northstar Chapter before taking a chance and branching out into other areas. Her background includes formal and informal Leadership roles in Payroll, Human Resources, Process Improvement, Project Management, Education and Operations all while staying in healthcare.
Sheri has her Bachelor’s degree from the Carlson School at the University of Minnesota and her Master’s in Organizational Leadership from Bethel University in St. Paul. Sheri is currently the Associate Vice President for Member Billing & Enrollment at UCare. Sheri has a passion for Leadership and loves to share her experience with others and delights in seeing others learn and grow.
General Session: “FISH Philosophy”
Presenter: Steve Mintz
A professional facilitator, freelance writer, editor and author, Steve’s career includes decades of experience as a classroom educator, camp and retreat director, curriculum designer, college orientation program director, food service supervisor, and downhill ski coach. With a focus on re-igniting people’s passions, Steve has developed and facilitated workshops for business people and educators across the country, and he trains facilitators from around the world.
As the lead writer for ChartHouse Learning’s FISH! For Schools materials and co-producer of their Trainer Tools (facilitator training program), Steve designed and developed dozens of strategies for facilitators and educators striving to create positive team cultures. His playful and engaging style will help you connect with new ideas, age-old wisdom and most importantly, the people you live and work with every day.
Steve’s passion for learning and writing is matched only by his passion for family. Steve and his wife (they met teaching elementary school) live in Minnetonka, Minnesota with their three daughters, one son, two cats and an ant farm that used to have more ants in it. Hmmmm…
Fundamentals of Payroll Accounting
Presenter: Tanya L. Johnson
Tanya Johnson is the Assistant Vice President of Accounting and Payroll at Regis Corporation. Tanya has worked in various accounting roles for over 20 years. She started her career as an auditor at Coopers & Lybrand LLP. After leaving public accounting, Tanya was a Controller at two small start-up technology firms in the Northern Virginia area and a Financial Accounting Manager for ConAgra Foods in Omaha, Nebraska. Tanya has been at Regis for over 13 years where she was first hired on as a Financial Accounting Manager.
Tanya has a Bachelor’s degree in Business Administration with an emphasis in Accounting from Creighton University in Omaha, Nebraska. Tanya is a Certified Public Accountant (inactive) in the Commonwealth of Virginia. She is a member of the American Institute of Certified Public Accountants and the Minnesota Society of Certified Public Accountants.
Local taxes Indiana Ohio Pennsylvania
Presenter: Larry White, CPP, Director of Payroll Training American Payroll Association
Larry White, CPP is a Director of Payroll Training for the American Payroll Association. His responsibilities include the presentation, development and review of APA training courses.
Involved in the payroll industry for over 35 years as a practitioner, manager, director and trainer, Larry has experience in the manufacturing and transportation industries and has also been a self-employed small business owner. He has been a member of the American Payroll Association since 1989 and served several terms as President of the APA’s Northeastern Oklahoma Chapter, of which he is a founding member. In 2001, he was named Oklahoma Payroll Professional of the Year.
On the national level, Larry is a contributing writer to PAYTECH and has served on the ACH Committee, the APA President’s Board of Advisors and the Certification Board. He served for seven years as an instructor for the Payroll Professional Learning Series at Tulsa Community College. He received APA’s Meritorious Service Award in 1998 and was named APA’s Payroll Man of the Year in 2005.
Larry creates a weekly comic strip for a local newspaper. He also produces cartoon panels for the APA’s Guide to Successful Electronic Payments and is the creator of PAYTOONS, a comic panel in APA’s PAYTECH magazine. He holds a degree in Communications from the University of Tulsa..