Statewide Conference

Statewide Conference

The Northstar Chapter Statewide Conference Registration is now open!!

2019 Sessions and Handouts:

Conference Brochure

Hotel Information


MN Unemployment Insurance Overview

Handout:  Minnesota Unemployment Insurance Program

Presenter: Cathy Peregrino, Employer Relations, Minnesota Unemployment Insurance Program

Cathy Peregrino Minnesota Department of Employment and Economic Development, UI Division: 7 years of experience in Unemployment Insurance. Former elementary teacher and small business owner.



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:

  1. W4 and instructions understanding: 60 minutes
  2. IRS tools to assist withholding: 15 minutes
  3. IRS Procedural Questions with the new W4: 15 minutes.

Total time: 90 minutes of instruction.

Handout: What Payroll & Employees need to know with Withholding and the new W4

Tax Withholding Estimator

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

Handout:  On Demand Pay and Navigating Early Wage Access Laws and Regulations

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

Handout:  Effectively Operating Shadow Payrolls

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

Handout:  State Withholding Tax

2019  W-4MN Example

2019 MWR Example

Withholding Tax Return and Deposit Due Dates

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, Kyle Loven will be discussing recent high-profile cyber crime events, including website breaches impacting courts, law firms, and government agencies.  Kyle 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, Kyle will demonstrate the value of leveraging digital evidence and ESI in the courtroom.

Handout: Materials for Kyle

Presenter: Kyle Loven

Kyle Loven joined CFS after a career in the FBI spanning over twenty years, during which he held a number of roles. Kyle has an accomplished legal background and brings a diverse breadth of expertise to CFS. From December of 2004 to September of 2017, Mr. Loven was held accountable for all aspects of Legal, Community Outreach, Media, and Asset Forfeiture operations, programs, and staff across a 3-state region. Mr. Loven served as the principal Ethics, Corporate Policy, Privacy, and Compliance Council official and key advisor. Mr. Loven managed all legal, compliance, privacy, and ethics communication, correspondence, and reporting, and served as the principal internal and external point-of-contact for Minneapolis.  As Special Assistant US Attorney for the District of Minnesota, Mr. Loven played an instrumental role in managing litigation filed against the FBI,
working in close partnership with the US Attorney.  Mr. Loven also held an array of collateral roles, including:
─ Adjunct FBI Instructor: Instructed an array of legal / financial and domestic / foreign law enforcement professionals in diverse legal, operational, and procedural topics.
─ Media Coordinator: Managed all public and media relations, including representing regional FBI operations for broadcast and print media interviews; produced and distributed all press releases and responded to all media requests for information.─ Served as legal advisor on major cases, such as al-Shabaab terror financing and Somali Traveler
─ Selected as FBI Acting Legal Attaché to US Embassy in Singapore for August / September ’09, supporting Singapore, Brunei, and Diego Garcia.
─ Traveled to Hungary, El Salvador, and Kazakhstan to instruct foreign professionals within International Law Enforcement Academies in Public Corruption / Ethics and Money Laundering / Asset Forfeiture.
─ Served in supervisory and legal liaison role for the Israeli security agency, Shin Bet, traveling to Tel Aviv and Jerusalem during terror disruption operation.
─ Received the InfraGard Coordinator Award and ’12 Certificate of Achievement for exemplary performance as Chief Division Counsel and Media Coordinator.

Bar Admissions
US Supreme Court & Minnesota State Bar Member

Professional Service
Special Assistant US Attorney, District of Minnesota, 2010 to Present | Instructor, Minnesota Continuing Legal Education, 2008 to Present | Instructor, Mitchell Hamline School of Law, College of Saint Benedict/ Saint John’s University, and University of Saint Thomas, 2008 to Present


Update on the New Federal Salary Rules and the Impact of the Rules on State and Federal Overtime Calculations


Handout: Wage and Hour Considerations & FLSA Update

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

Handout: Payroll Reporting for Fringe Benefits, to tax or not to Tax

Fringe Benefits

  • Definition
  • General Taxability & Reporting Form
  • Cafeteria Plans
  • Fringe Benefit Exclusions
  • Rules for Reporting and Withholding
  • Fringe Benefits – Work Assignments

Presenter: Paul Cheung


Paul Cheung is a Managing Director in BDO with over 20 years of experience in federal, state and local employment taxes and leads the U.S. Employment Tax Practice at BDO. He has extensive experience in worker classification, process improvement, audit defense, penalty resolution, mergers & acquisitions and employment tax planning & compliance.

Paul worked at several public accounting and consulting firms specializing in providing employment tax services to clients in a variety of industries. In addition, Paul was also a payroll manager at a large media and publishing company for 2 years and a national telecommunications company for 5 years.

Paul earned his B.S. Accounting degree from University of Illinois at Chicago.

  Professional Affiliations                                     American Institute of Certified Public Accountants                                 American Payroll Association                                 Illinois CPA Society


Common Misconceptions with Multi Entity Employment tax reporting


Handout:  “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

Handout:  Do the Twist – Leadership Thinking

Rocking Around the Clock with a New Team

Handout:  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

Handout:  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

Don’t Let Local Taxes Drive You Loco

If you are paying employees in the state of Pennsylvania, the state of Ohio, or the state of Indiana, we don’t want you to pay employees in the state of Confusion. Withholding Local Taxes from employees can be confusing ─ we want to simplify the process. Travel with us from coast to coast and discover the scenic wonders of local tax withholding from your employees. From California, to the New York Island, from the Redwood Forest, to the Gulf Stream waters, this class was made for you and me.

Handout:  2019 Local Income Tax Compliance

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..


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