The American Payroll Association presents

38 pages

r ayroll Industry's Premie The P Educational Event

Training and networking in a fun and exciting atmosphere set this conference apart as the industry’s most unique and rewarding experience.

The Blazin’ Trails Special:
Save $100 when you register by March 11, 2008!

The Nation’s Leader in Payroll Education

www.americanpayroll.org

Congress Sponsors Include:

t c

TimeClock Plus™
Time & Attendance Solutions

The Payroll Industry's Premier Educational Event
2,500 Attendees, 100 Workshops, 5 Days, 1 Chance!

Payroll City Limits: Austin, TX
You’ve counted on APA for over 25 years to present the most comprehensive payroll training, the strongest networking system, and the world’s largest payroll Exhibit Hall, all in one five-day event. In 2008, APA keeps its promise to provide another up-to-date and valuable Congress experience. The Payroll City Limits is coming to you live at the Austin Convention Center in Austin, TX, May 13-17, 2008. Be front and center for information-packed workshops featuring the most experienced and dynamic speakers and industry experts. This year’s lineup will showcase lifetime explorer Jamie Clarke, Emmy award-winner Ross Shafer, juggler and motivator Dan Thurmon, Cavett award-winner Jeanne Robertson, and relationship insider Dr. Gina Barreca. Experience APA’s most pivotal event, and we promise you will enhance your ability, skills, and knowledge—not only in your career, but in your personal life as well. The information available only at Congress could boost your career! This milestone event only comes around once a year and offers training and networking in Texas’ vibrant, thriving, and eclectic capital city. Congress is the place to be for professionals and organizations looking to increase efficiency, boost productivity, ensure compliance, and have fun doing it! Never experienced Congress before? Don’t miss your chance to bring home critical updates and firsthand encounters with experts in your field. Congress is open to all professionals in payroll, accounts payable, HR, and benefits. You don’t have to be an APA member to attend! Register today, and see what you can do for your department! See you at Payroll City Limits!

Dan Maddux Executive Director P.S. Be a trail blazer by registering on or before March 11, 2008, and save $100! Register online at www.americanpayroll.org.

s use thiure ow to roch H sB ongres C
Welcome to your guide to the 26th Annual Congress! Inside you’ll find a Workshops-at-aGlance schedule on pages 14-15, detailed workshop descriptions on pages 16-31, and registration, workshop, and housing registration forms. In order to complete your registration, the following forms must be filled out online at www.americanpayroll.org/congress, or by mailing or faxing in the forms included in this brochure: 1. Housing Reservation Form Your hotel reservation must be received by the Housing Bureau no later than April 15, 2008. Rooms and group rates may not be available after this date. 2. Registration Form Register by March 11, 2008, to save $100 on your registration fee. 3. Workshop Selection Form You must indicate which workshops and special sessions you wish to attend. If you have any questions about these forms or any aspect of Congress, please call Membership Services at (210) 224-6406, weekdays, 8 a.m. – 6 p.m. CT, or e-mail your questions to APA_ Events@americanpayroll.org. Congress Agenda . . . . . . . 4-5 Congress Keynote Speakers . . 6-7 Government and Special Guest Speakers . . . . . . 8 Congress Highlights . . . . . . . 9 Full Day Pre-Congress . . . 10-11 Exhibit Hall Information . . . 12-13 “Workshops-at-a-Glance” Schedule . . . . . . . . . . . 14-15 Payroll Specialties . . . . . . 16-18 Accounts Payable . . . . . . 18- 19 Benefits and Compensation . . . . . . . . 20-21 Government Affairs . . . . . . 21-23 Organization and Personal Management . . . . . 23-26 Personal Finance . . . . . . . . . 26 Special Industry Forums . . . 27-28 International Forums . . . . . 2 8 - 3 0 Technology Issues . . . . . . . 30-31 Congress Entertainment . . . . . 32 SPECIAL THANKS to the APA Board of Advisors for their contribution to the 26th Annual Congress Valerie Alexander-Bailey, CPP James Bolek Michelle Ganzer, CPP Carolyn Huse, CPP Mark Kieffer, FPC Dee Ann Nelson, CPP Les Quinn, CPP Larry White, CPP Congress Housing Form . . . . 33-34 Congress Workshop Selection Form . . . . . . . . . 35-37 Congress Registration Form . . . . 38

“Congress is one-stop shopping for up-to-date compliance issues, regulatory news, and networking.” —Susan Oropallo, CPP Accounts Payable & Payroll Manager Brookstone Company

3

1:30 p.m. – 2:30 p.m. Power Hour Workshop Session 1 2:45 p.m. – 3:45 p.m. Power Hour Workshop Session 2 4:00 p.m. – 5:00 p.m. Pre-Congress Program Closing General Session Closing Keynote Speaker Michael Kerr “Putting Humor to Work” 4:00 p.m. – 5:00 p.m. Spouse and Guest Information Meeting 5:30 p.m. – 6:30 p.m. PayTrain® and ePayroll Learning Center Presentation

Welcome Remarks Dan Maddux Executive Director American Payroll Association Nancy L. Larmore, CPP Immediate Past President American Payroll Association Emily Z. Rook, CPP President American Payroll Association Special Guest Speaker John F. Ebersole President Excelsior College Keynote Speaker Jamie Clarke “Above All Else” Sponsored by 10:20 a.m. – 11:50 a.m. Workshop Session 1 12:00 Noon – 2:00 p.m. Luncheon 2008 Payroll Man of the Year and Payroll Woman of the Year Awards 2008 APA Chapter of the Year Awards Luncheon Entertainment Featuring Patrick Henry Motivational Entertainer Special Guest Speaker Jeanne Robertson “Going Beyond Your Limits? Take a Sense of Humor” Sponsored by 2:15 p.m. – 3:45 p.m. Workshop Session 2 4:00 p.m. – 5:30 p.m. Workshop Session 3 5:45 p.m. – 8:45 p.m. Exhibit Hall Opening Reception
Enjoy native Texan food in the world’s largest payroll and accounts payable Exhibit Hall.

Monday, May 12, 2008
2:00 p.m. – 7:00 p.m. Pre-Congress and Congress Registration 6:30 p.m. – 7:00 p.m. Orientation Session I A must for first-time attendees!

Tuesday, May 13, 2008
7:30 a.m. – 7:00 p.m. Pre-Congress and Congress Registration 8:30 a.m. - 5:00 p.m. Pre-Congress Program “Going Beyond Your Limits” Sponsored by 8:30 a.m. – 11:45 a.m. Pre-Congress Program Opening General Session Welcome Remarks Dan Maddux Executive Director American Payroll Association Special Guest Speakers Patricia Fripp, CSP, CPAE A Speaker for All Reasons Robert Fripp Guitarist and Founder of King Crimson “We Can Be Heroes for More Than One Day”

If you have not seen the redesigned PayTrain and Fundamentals of Payroll, come to this session to see how these NEW programs support payroll professionals looking to expand their knowledge, skills, and abilities, as well as those preparing for the FPC and CPP exams. By attending you will be entered in a drawing for a free Fundamentals of Payroll or PayTrain enrollment (you must be present to win).

5:30 p.m. – 6:30 p.m. Case Study: APA’s Knowledge Assessment Calculator Assess for success!

What is it? What does it do? How can it help a payroll department grow? Find out the answers to these questions and more at the Knowledge Assessment Calculator (KAC) Case Study Session!

5:30 p.m. – 6:30 p.m. Hotline Referral Committee Meeting

Benito Cachinero Vice President of Human Resources 6:30 p.m. – 7:00 p.m. ADP, Inc. Orientation Session II “Taking the Next Step: Leveraging the (Repeat of Session I) Natural Synergies of Payroll and HR” 7:30 p.m. – 9:00 p.m. Lenora Billings-Harris, CSP APA Annual Business Meeting “The Diversity Advantage: Turning Barriers into Bridges” Tim and Kris O’Shea “The O’Shea Report: Change 180º – Giving You the Last Laugh at Change”

The Hotline Referral Committee assists APA members with answers to payroll questions. This session is for current committee members as well as anyone interested in serving on the committee.

Sponsored by

8:45 p.m. – 10:00 p.m. Evening Entertainment Featuring Paul Rodriguez

t c

TimeClock Plus™
Time & Attendance Solutions

Wednesday, May 14, 2008
7:00 a.m. – 12:00 Noon Congress Registration 7:00 a.m. – 8:00 a.m. Coffee Reception 8:00 a.m. – 10:00 a.m. Opening General Session

11:45 a.m. – 1:15 p.m. Pre-Congress Program Luncheon Luncheon Speaker Mary Sue Koontz-Nelson “Living and Loving It!”

4

Friday, May 16, 2008
8:00 a.m. – 9:30 a.m. Workshop Session 7 9:30 a.m. – 11:45 a.m. Exhibit Hall Exhibitor Door Prize Drawings

Thursday, May 15, 2008
7:00 a.m. – 8:00 a.m. Coffee Reception 8:00 a.m. – 9:30 a.m. Workshop Session 4 9:50 a.m. – 12:00 Noon General Session Introductory Remarks Dan Maddux Executive Director American Payroll Association Government Address Linda Stiff Acting Commissioner, Internal Revenue Service Keynote Speaker Dr. Gina Barreca “Too Much of a Good Thing Is Wonderful: Women, Men, Laughter and Connection” Sponsored by 12:00 p.m. – 7:45 p.m. Exhibit Hall Open 12:00 p.m. – 2:00 p.m. Exhibit Hall Networking Luncheon Sponsored by APA Gift Distribution 2:15 p.m. – 3:45 p.m. Workshop Session 5 4:00 p.m. – 5:30 p.m. Workshop Session 6 5:45 p.m. – 7:45 p.m. Exhibit Hall APA Gift Distribution Exhibitor Door Prize Drawings Costume Contest 8:00 p.m. – 9:00 p.m. Dinner 9:00 p.m. – 12 Midnight Pay City Limits Big Rig Bash! Sponsored by

12:00 Noon – 2:00 p.m. Awards Luncheon 2008 Meritorious Service, Special Recognition, Government Partner, and Special Friend Awards The APA and Kronos Payroll Education Grants 2008 Citation of Merit Awards Special Guest Speakers Jason Low Managing Director The Association for Payroll Specialists Elaine Gill Chairman The Canadian Payroll Association Gordon Cresswell, FIPP, BA (Hons) Board Non-Executive Director The Institute of Payroll Professionals Guest Speakers Sondra Dougherty, CPP Director of Support Services Orange County Department of Education 2007 Payroll Woman of the Year Ron Moser, CPP Supervisor of Human Resources Ken-Ton Schools 2007 Payroll Man of the Year 4:10 p.m. – 5:10 p.m. Evening General Session Special Guest Speaker Ross Shafer “Nobody Moved Your Cheese!” 5:10 p.m. – 6:10 p.m. Cocktail Reception – Cash Bar

Saturday, May 17, 2008
8:00 a.m. – 9:30 a.m. Workshop Session 9 9:50 a.m. – 12:00 Noon Closing General Session Government Address Michael Chertoff Secretary Department of Homeland Security Keynote Speaker Dan Thurmon, CSP “Success in Action” Closing Slide Show and Door Prizes

2:20 p.m. – 3:50 p.m. Workshop Session 8

5

Jamie Clarke
Above All Else Wednesday Opening General Session “... I have chosen adventure as my vehicle for inward and outward exploration. It is my guide to freedom. Freedom beyond fear and weaknesses – beyond all that holds me back.” – Jamie Clarke After pursuing his goal for 18 years and climbing on the mountain two times before he was successful, Jamie Clarke stood on the summit of Mount Everest. While sharing from his heart with humor and passion, Jamie challenges us to think differently: to view failure as a worthy experience, to learn the art of grunt work, to conquer fear through focus, and to live life with passion on our own terms. Sponsored by

Going Beyond Your Limits? Take a Sense of Humor Wednesday Luncheon Jeanne Robertson specializes in hilarious humor based on her life experiences, which include everything from coaching basketball to competing in beauty pageants and now speaking to thousands of people annually. She utilizes her positively funny style to illustrate that a sense of humor is much more than a laughing matter. Jeanne Robertson hasn’t limited herself and her funny, original stories will encourage everyone to use their sense of humor when expanding their own limits. Sponsored by

Jeanne Robertson, CSP, CPAE

Too Much of a Good Thing Is Wonderful: Women, Men, Laughter, and Connection Thursday General Session She’s edgy and smart. At the heart of her work is the conviction that humor is more than a tool for survival. Dr. Barreca encourages us to see new depth in the value and purpose of humor. Not only does humor allow for the elevation and exploration of feelings and ideas, it encourages us to redeem moments otherwise surrendered to fear, sadness, loneliness, and loss. The liberating power of humor can reinforce and celebrate our sense of joy, sense of self, and sense of community. Sponsored by

Dr. Gina Barreca

6

Dan Thurmon, CSP
Nobody Moved Your Cheese! Friday General Session As a small town pet shop owner turned Emmy award-winning TV host, Ross is a fierce proponent of taking responsibility for what happens in your life – and being accountable for the outcome. Ross is blunt about this. “You are the leading expert on YOU. Nobody cares more about your life and your career than you do. Nobody has a foolproof solution for you; except you. It’s time we all decided that ‘Success is our own fault.’ Start believing in (and using) your unique talents and stop making excuses for your failures.”

Ross Shafer

Success in Action

Saturday Closing General Session Are demands for your time and performance making it difficult to focus on what you are trying to achieve? Dan will help you gain control of your accelerated life by illustrating the personal management of multiple responsibilities. You can do more than you think you can. Learn to achieve greater results in the midst of change and accomplish more of your important tasks in less time with precision, confidence, and satisfaction!

course to life!, Map your nd success happiness, a

7

d Invite ent m overn rs G e Speak

Michael Chertoff Secretary Department of Homeland Security

Linda E. Stiff Acting Commissioner, Internal Revenue Service

Acting Commissioner Linda E. Stiff presides over the nation’s tax administration system, which collects approximately $2.2 trillion in tax revenue that funds most government operations and public services. She manages an agency of over 100,000 employees and a budget of more than $10 billion. The Acting Commissioner has been invited to speak on topics including: • IRS’s new Office of Identity Theft Prevention • Tax preparation firms filing Form 1040 before W-2s are issued • IRS’s plans to increase electronic services • Recommendations from Treasury to close the tax gap Besides serving as Acting Commissioner, she also oversees IRS’s Criminal Investigation Division, which investigates income tax evasion and related financial crimes, and the IRS Whistleblower Office, which receives information on tax cheating and provides appropriate rewards to whistleblowers. Previously, as Deputy Commissioner of the Small Business/Self-Employed Division, Stiff was responsible for programs affecting 45 million taxpayers who file personal, corporate, employment, excise, and estate and gift tax returns. She began her IRS career in 1980 as a revenue agent.

On February 15, 2005, Judge Michael Chertoff was unanimously confirmed by the Senate and sworn in as the second Secretary of the Department of Homeland Security. The mission of DHS is to keep America safe from threats, both present and future, and both natural and human. Among its tasks are to ensure safe and secure borders, welcome lawful immigrants and workers, and promote the free flow of commerce. Secretary Chertoff has been invited to speak on topics including: • Promotion and improvement of the E-Verify system • DHS’s plan to increase employer investigations and fines • No-match letters • Identity theft • Recommendations for a guest worker program and other immigration reforms Secretary Chertoff was previously confirmed by the Senate in 2001 to serve as Assistant Attorney General for the Criminal Division at the Department of Justice. As Assistant Attorney General, he oversaw the investigation of the 9/11 terrorist attacks. He also formed the Enron Task Force, which produced more than 20 convictions, including those of CEOs Jeffrey Skilling and Ken Lay.

Special Guest Speakers

Emily Z. Rook, CPP Nancy L. Larmore, CPP President Immediate Past President American Payroll Association American Payroll Association

Jason Low Managing Director The Association for Payroll Specialists

John F. Ebersole President Excelsior College

Patrick Henry Motivational Entertainer

8

Elaine Gill Chairman The Canadian Payroll Association

Gordon Cresswell, FIPP, BA (Hons) Sondra Dougherty, CPP Ron Moser, CPP Board Non-Executive Director Director of Support Services Supervisor of Human Resources The Institute of Orange County Department of Education Ken-Ton Schools Payroll Professionals 2007 Payroll Woman of the Year 2007 Payroll Man of the Year

Events
Scheduled for Tuesday, May 13, 7:30 p.m. – 9:00 p.m., the American Payroll Association’s Annual Business Meeting is open to all association members.

Annual Business Meeting

Costume Contest

Networking
A must for first-timers, a Congress Orientation Session will help make Congress one of the most rewarding experiences of your career! Choose from two conveniently scheduled sessions, each presented by Congress veterans who will show you how to learn, network, and have fun at Payroll City Limits! Orientation Session I is Monday, May 12, 6:30 p.m. - 7:00 p.m. Orientation Session II is Tuesday, May 13, 6:30 p.m. - 7:00 p.m.

Congress Orientation

This year’s costume contest has a truck stop theme. Compete in the following categories: Best Truck Stop Waitress, Best Beer Gut, Best Tattoos (real or fake), Best Hippie, and Best Trucker Traveling Companion. Judging will take place in the Exhibit Hall before this year’s Congress Party; so wear your gear all day or dress for contest success before attending this year’s party on Thursday, May 15. You know all the answers when it comes to tip credit at your local diner. Now it’s time to have fun and show off your creative side with the annual Congress Costume Contest!

Awards Ceremony

Chapter Exchange

At each annual Congress, APA acknowledges members who have made significant contributions to the success of the association as well as the advancement of the profession. APA will honor these exceptional achievers in a special awards ceremony during Friday’s luncheon.

Join more than 150 members and colleagues from APA’s local chapters to network and discuss issues and programs critical to your chapter’s success. You will also meet the APA’s Board of Advisors and volunteers from the APA’s CHAMPS (Chapters Helping APA-chapters Make Payroll Shine) chapter mentor program. Come join us during Session 8 on Friday, May 16, from 2:20 – 3:50 p.m. for chapter awards, interactive networking, and more. Wear your chapter logo to the workshop and receive a small prize!

Resources
New Workshops Added to the Lineup
In order to keep up with the ever-changing payroll industry, 20 new workshops have been added to this year’s lineup of more than 100 different workshops. In addition, the Accounts Payable track has expanded to include 10 specialized workshops. The popular “Legislative Trends and APA Lobbying Efforts” workshop is being offered in Sessions 1 and 4 to make it available to all participants.

Chapter Pictorials

Witness the creativity and originality of APA’s chapters by visiting the impressive and colorful chapter pictorial displays beginning on Wednesday, May 14, at 5:45 p.m. in the Exhibit Hall. The pictorials reflect the spirit and teamwork of APA’s chapters and will be displayed in the Exhibit Hall during hall hours.

APA Today

Exhibit Hall

Begin each day with timely conference news, photos, and schedule updates in your daily Congress newspaper, APA Today. Look for it every morning, Wednesday through Saturday. BNA is the proud sponsor of APA Today.

Explore the latest, most cost-effective technology to help your organization succeed. From solutions for tax filing specialties and payroll cards to time-saving employee selfservice solutions, you’ll find the world’s largest selection of payroll- and finance-related products and services in the Congress Exhibit Hall. Join us for the “Taste of Texas” Reception and Exhibit Hall Grand Opening on Wednesday, May 14. Plus, have your photo taken for your very own PAYTECH cover and become a payroll superstar. Maximize your 2008 Congress return on investment with the online networking community “Congress Connect.” It’s an innovative service that enables you to strategically identify fellow attendees you would like to connect with before Congress. Details will come with your Congress Registration Confirmation.

Spouse and Guest Information Meeting

All guests of registered participants are invited to a special spouse and guest program on Tuesday, May 13, 4:00 p.m. - 5:00 p.m. To help guests make the most of their stay in Austin, representatives from local attractions will share highlights from some of Austin’s most popular sites.

Workshop Handouts

Congress Connect

Following Congress, all workshop handouts will be available only to Congress participants at a special Congress website.

9

Full Day Pre-Congress
Lenora Billings-Harris, CSP

“Going Beyond Your Limits”
8:30 a.m. – 5:00 p.m. (Luncheon Included)
Sponsored by

Tuesday, May 13, 2008

Benito Cachinero

Opening General Session Tuesday, 8:30 a.m. – 11:45 a.m.
As Pre-Congress Master of Ceremonies, Patricia Fripp, CSP, CPAE, will introduce you to a host of inspiring presenters. This year, she and her brother Robert present “We Can Be Heroes for More Than One Day.” Robert Fripp is the founder of the music group King Crimson, and a frequent collaborator with David Bowie, Peter Gabriel, and Brian Eno. Rolling Stone magazine named him the 42nd best guitarist of all time. “Taking the Next Step: Leveraging the Natural Synergies of Payroll and HR” Payroll and HR departments are often treated as two separate entities, yet they have a lot in common. For one, they have the same client – the company’s employees. As ADP’s HR leader overseeing more than 46,000 associates in 45 countries, Benito Cachinero, Corporate Vice President, will offer his perspective on payroll and HR best practices. He will also discuss how integration of these functions can help organizations experience enterprise-wide efficiencies, such as data consistency and reporting, which ultimately benefit you, your company, and your employees. “The Diversity Advantage: Turning Barriers Into Bridges” Lenora Billings-Harris, CSP, provides an opportunity to explore society’s “isms” and biases, such as ableism, ageism, homophobia, racism, sexism, and other prejudices that impede productivity in the workplace. Tim and Kris O’Shea take us on a hilarious journey through the ups and downs of dealing with change. In “The O’Shea Report: Change 180º – Giving You the Last Laugh,” they help us snuggle up to change, stomp on suspicion, and open our minds to progress – giving us the last laugh at change!

Luncheon Presentation Tuesday, 11:45 a.m. – 1:15 p.m.
Her social circle includes European royalty and working cowboys. But this Texas woman has lived her life on the HK Ranch, 28 miles from Austin. Mary Sue Koontz-Nelson has traveled the world and brought the world to the HK. Through “Living and Loving It!” she shares how she embraces life through triumph and tragedy.

Diane Daumler

Closing General Session Tuesday, 4:00 p.m. – 5:00 p.m.
Do you know how humor can help you choose a more positive workplace attitude? Michael Kerr shares four myths about “Putting Humor to Work” (it’s not about being funny), the health benefits of laughter, the latest in laughter research, and sparking creative thinking through the power of play and humor.

Patricia Fripp, CSP, CPAE

Robert Fripp

Power Hour Workshop Session 1 Tuesday, 1:30 p.m. – 2:30 p.m.
20301 – “Influence & Credibility” Whether in team environments or crossfunctional assignments, we are all faced with “responsibility-without-authority,” and positioning ourselves appropriately can make all the difference. Jill Ratliff, Director, Executive & Organization Development for ADP, shares how to consciously take steps to enhance your credibility and become known for your sound opinions and dependability. In this interactive session, we will explore what impacts credibility and how credibility creates opportunity. We will also explore strategies for gaining and effectively using influence to enhance your ability to achieve corporate and individual goals.

Michelle Ganzer, CPP

Stephanie Kaumeheiwa, CPP

10

20302 – “No Limits – How You Can Come Out on Top!” Do you have ideas to improve your company processes, save company money, and reduce overtime? Do you have personal goals that you haven’t reached yet? Take some personal risks to see your goals and ideas become reality! What are you waiting for? Become a converter! Michelle Ganzer, CPP, Payroll Manager for Briggs & Stratton Corp., shares strategies to take control of your challenges and tackle your ideas. Discover ways to make yourself more valuable and come out on top! 20303 – “Creating Your Chapter Website” Learn from the experts how your chapter can create a fabulous website and the best ways to broadcast your chapter to the world. Brad Patterson, CPP, Columbus Chapter Webmaster, and Stephanie Kaumeheiwa, CPP, Hawaii Chapter Webmaster, will offer helpful tips and discuss the different options to consider, such as hosting your own site, contracting with a provider, and creative ways to fund the fees associated with it. 20304 – “How to Exceed Your Leadership Limits” What should the manager/employee relationship look like? This interactive workshop explores various levels of leadership and the relationships that develop. Learn how to keep teams focused for success and growth. In this session, Billy Meyerkorth, CPP, Payroll Manager for American Century Investments, will define and explore the traits of good leaders and help us discover how employees at all levels may lead. This workshop is for all levels of employees, not just managers. Are you a leader and don’t even know it? 20305 – “How to Go From Beginner to Mastery in Life” Music is a wonderful language of analogy and metaphor. Are we in tune? Are we in tone? Are we in time? When we are in tune we move from the possible to the impossible. Robert Fripp and his sister, Patricia Fripp, CSP, CPAE, will help us fine tune our lives. For many years Robert has engaged and delighted his audiences with his impromptu conversations and highly entertaining Q & A sessions after his musical performances.

Michael Kerr

Power Hour Workshop Session 2 Tuesday, 2:45 p.m. – 3:45 p.m.
20401 – “Career Steps - Learn the Right Dance Moves” Do you view yourself as a wallflower waiting to be asked to apply for a new job or promotion? Are you stuck under the limbo stick? Feel like you have two left feet while moving through your career? Are you tap dancing your way to a decision? In this session, Diane Daumler, Corporate Payroll Manager at Johnson Controls, Inc., will choreograph techniques you can use to waltz your way through dips and leaps in your career. 20402 – “The Real Taste of Texas” Hailed by Texas Monthly – the premiere Texas magazine – as one of six Texans you’d want to invite to your dinner party, Mary Sue KoontzNelson provides full Texas flavor. A friend to movie stars, royalty, South American dictators, and fifth generation cowboys, she shares stories of the finest Texans living on only the finest Texas ranches. 20403 – “Learn to Soar Like an Eagle As a Payroll Professional” Are you striving to bring your payroll operations to new heights? In this interactive workshop, led by Dave Wakeling, CPP, Payroll Manager for the Los Angeles County Metropolitan Transportation Authority, you will learn tools that will increase your skills though professionalism. After this session you will be able to enhance your payroll operations and career. 20404 – “You Have No Limits!” Do you put limitations on yourself or allow others to limit your abilities? It takes courage and strength to rise above the boundaries and stereotypes established for us. In this session Michelle Wright, CPP, Assistant Fiscal Officer for the Senate of Virginia, will share advice and ideas on how you can go beyond what you perceive as limitations on your career and personal development.
Billy Meyerkorth, CPP

Tim and Kris O’Shea

Brad Patterson, CPP

Jill Ratliff

Dave Wakeling, CPP

Michelle Wright, CPP

how you can exceed your limits! Learn

11

T

's Largest he World

Welcome to the home of the 26th Annual Congress Exhibit Hall! As you move through town, take some time to check out the local talent! These hall-of-famers are eager to share payroll and finance compliance trade secrets. Walk away a rock star with handfuls of finance products that can increase your efficiency and cost-effectiveness! Bring your Texas-sized appetite to the Grand Opening on Wednesday night and enjoy a “Taste of Texas.” As you collect your souvenirs and samples from super-star exhibitors, don’t forget to pick up the ultimate souvenir: a dream come true, your picture on the cover of PAYTECH magazine!

NEW for 2008!

Enjoy native Texan food while you enjoy some Texas hospitality in the world’s largest payroll and accounts payable Exhibit Hall. TimeClock Plus™ Sponsored by

t c

Time & Attendance Solutions

Look who’s on the cover of PAYTECH magazine!
Your dreams of becoming the next payroll superstar have come true! Receive a commemorative 5''x7'' PAYTECH cover with your photo on it.
The Official Publica tion of the Ameri

www.americanpa

yroll.org

Look who’s on the cover of PAYT ECH! sponsored by:

can Payroll Associ

ation
May 2008

Congress Exhibit Hall Hours and Events
Wednesday, May 14
5:45 p.m. – 8:45 p.m. Grand Opening of the Exhibit Hall

Booth #635

Sponsored by

Sponsored by

Thursday, May 15

t c

TimeClock Plus™
Time & Attendance Solutions

12:00 Noon – 7:45 p.m. Exhibit Hall Open 12:00 Noon – 2:00 p.m. Networking Lunch in Exhibit Hall Sponsored by

Special thanks to Congress sponsors! SPONSORSHIP LEvELS
Diamond Platinum Gold Silver Bronze $30,000+ $14,000 – $ 25,000 $ 8,500 – $ 13,000 $ 6,000 – $ 8,000 $ 500 – $ 5,000

APA Gift Distribution 5:45 p.m. – 7:45 p.m. Cocktail Reception Costume Contest APA Gift Distribution Exhibitor Prize Drawings

7:15 p.m. – 7:45 p.m.

Friday, May 16

9:30 a.m. – 11:45 a.m. 10:45 a.m. – 11:30 a.m.

Exhibit Hall Open Exhibitor Prize Drawings

12

Participating Sponsors
Diamond Level Gold Level

www.adp.com www.accountemps.com www.rhi.com www.workforcesoftware.com

Platinum Level
www.globalcashcard.com www.oracle.com www.BNA.com www.paychex.com www.BSI.com www.telliris.com www.myceridian.com www.skylight.net

Silver Level

www.cybershift.com

www.timeclockplus.com

t c

TimeClock Plus™
Time & Attendance Solutions

Bronze Level

www.kronos.com

www.ultimatesoftware.com

www.barnettassociates.com

www.hbscorp.com

www.timelink.com

2008 Congress Exhibitors*
Accountemps and Robert Half Finance & Accounting Accu-Time Systems, Inc. ADP, Inc. Allpoint Network American Payroll Association APA Certification Programs Application Outfitters, Inc. Attendance On Demand, Inc. Axess TMC Barnett Associates, Inc. Billetel, LLC BNA Business Software, Inc. Cachet Banq California State Disbursement Unit Canadian Payroll Association Celergo, LLC Ceridian CIC Plus COKALA Tax Information Reporting Solutions, LLC Comdata Corporation Control Module Inc. CTP Solutions CyberShift, Inc. Datamatics Management Services, Inc. Diversified Services Group Ecount, a Citi Company Employer Services Outsourcing Employment Tax Specialists, Inc. Fiserv Solutions, Inc. FSV Payment Systems, Inc. Genesys Global Cash Card Greenshades Software, Inc. High Line Corporation HR Innovations, Inc. Huntington Business Systems, Inc. iEmployee Inception Technologies Ingentra HR Services Ingersoll Rand Integral Systems, Inc. IOI Payroll Services IPPS/Midrange Software JAT Software Kaba Workforce Solutions Knowledge Assessment Calculator Kronos Incorporated LTtax, Inc. Mangrove Software MasterTax Money Network MPAY, Inc. National Bond & Trust Company National Payment Corporation Northgate HR NOVAtime Technology, Inc. NOW Solutions nQativ NuView Systems, Inc. Oasis Outsourcing, Inc. Office of Child Support Enforcement Office of the Attorney General– Child Support Division (Texas) Optimum Solutions, Inc. Oracle Corporation Palm Desert National Bank Patersons HR and Payroll Solutions, Inc. Pay Plus Solutions PaycheckCity.com Paychex, Inc. PayTrain and ePayroll Learning Center PDS Qqest Software Systems, Inc. Sage Software Skylight Financial, Inc. Society for Human Resource Management Stromberg Swiss Re CyberComp Synel Industries Ltd. TALX Telliris Thomas & Thorngren, Inc. Thomson Tax & Accounting TimeClock Plus TimeLink TransCard U.S. Bureau of Labor Statistics U.S. Department of the Treasury Bureau of the Public Debt Ultimate Software Unitime Systems, Inc. US Paycard, Inc. Verify Job System Vertex Inc. Windstar Technologies, Inc. Wolters Kluwer Law & Business WorkForce Software, Inc.

*Registered exhibitors as of brochure publication

13

Tuesday, May 13

POWER HOUR WORKSHOP Session 1 1:30 p.m. – 2:30 p.m. WORKSHOP Session 1 10:20 a.m. – 11:50 a.m.

20301 Influence & Credibility

20303 20302 No Limits — How Creating Your Chapter Website You Can Come Out on Top!

20304 How to Exceed Your Leadership Limits

20305 How to Go From Beginner to Mastery in Life

POWER HOUR WORKSHOP Session 2 2:45 p.m. – 3:45 p.m.

20401 Career Steps — Learn the Right Dance Moves

20402 The Real Taste of Texas

20403 Learn to Soar Like an Eagle as a Payroll Professional

20404 You Have No Limits!

30201 Payroll Recordkeeping Requirements

30202 Is Payroll in California THAT Difficult?

30203 Overpayments — What Can We Do?

30204 Don’t Limit Your Payroll Internal Controls

30205 The OnePerson Payroll Department Roundtable

30206 Sales and Use Tax Compliance — What A/P Needs to Know

30207 Payroll Hiring and Compensation Outlook

30208 Legislative Trends and APA Lobbying Efforts

30209 From Adversaries to Allies: Gender Communication in the Workplace

30210 Time Management — How to Make the Most of Every Day

Wednesday, May 14

Repeated in Session 9 Repeated in Session 8 Repeated in Session 7 Repeated in Session 6

Repeated in Session 4 30405 Mergers and Acquitions — Basic 30406 Regular Rate of Pay/Overtime Issues 30407 Form 1099MISC — Basic 30409 30408 What’s New at Taxable and the IRS? Nontaxable Fringe Benefits — Part 1 30410 SSA From Z to A!

WORKSHOP Session 2 2:15 p.m. – 3:45 p.m. Double Sessions end at 5:30 p.m. WORKSHOP Session 3 4:00 p.m. – 5:30 p.m.

30401 Garnishments — Beyond Child Support

30402 Payroll and the Sarbanes-Oxley Act

30404 30403 Fundamentals of An Introduction to Multi-State Reconciliation Taxation

Repeated in Session 5 Repeated in Session 5 Repeated in Session 7 (Double Session) 30501 The Nuts and Bolts of Child Support 30502 Payroll Auditing Techniques 30503 Local Income Taxes in Pennsylvania
Continued in Session 3

Repeated in Session 5 Repeated in Session 5 Repeated in Session 6 30504 The Wonderful New World of Form W-4 30505 Unemployment Insurance Cost Control 101 30506 Independent Contractor Issues 30507 Taxable and Nontaxable Fringe Benefits — Part 2 30508 Using the Internet for Federal, State, and Local Payroll Research — Basic 40109 Legislative Trends and APA Lobbying Efforts 30509 Forum on Federal Payroll Issues

Repeated in Session 6 Repeated in Session 9

Continued from Session 2 Repeated in Sessions 5 & 6

Repeated in Session 6 40105 Mergers and Acquisitions — Advanced 40106 The Latest on Payroll Tax Forms 40107 Escheatment and Unclaimed Wages/Property 101 40108 Dealing With an IRS Audit

Repeated in Session 4 40110 Forum on Federal Payroll Issues

WORKSHOP Session 4 8:00 a.m. – 9:30 a.m.

40101 Correcting a W-2: From W-2c to 941c and More

40102 Local Income Taxes in Selected States (IN, KY, MD, MI, NY)

40103 Basic Payroll Accounting

40104 The Rules Behind the Direct Deposit of Payroll

Repeated in Session 8

Repeated in Session 5 40402 Payroll and the Sarbanes-Oxley Act 40403 The Rules Behind the Direct Deposit of Payroll 40404 An Introduction to Multi-State Taxation 40405 Form 1099-MISC — Advanced 40406 Introduction to Stock and Stock Option Plans 40407 Taxable and Nontaxable Fringe Benefits — Part 1 40408 Cafeteria Plans and the Payroll Department — Basic

Thursday, May 15

Repeated in Session 1 Repeated in Session 3 40409 What’s New at the IRS? 40410 Developing a Cohesive Team

WORKSHOP Session 5 2:15 p.m. – 3:45 p.m. Double Sessions end at 5:30 p.m. WORKSHOP Session 6 4:00 p.m. – 5:30 p.m.

40401 Garnishments — Beyond Child Support

Repeated in Session 2 Repeated in Session 2 Repeated in Session 4 40501 The Nuts and Bolts of Child Support 40502 Don’t Limit Your Payroll Internal Controls 40503 Payroll in a Union Environment

(Double Session) Continued in Session 6

Repeated in Session 2
40504 Travel and Entertainment Expense Reimbursements

Repeated in Session 2 40509 Documenting Your Procedures and Processes

40505 Stock Options and Equity Compensation Plans-Advanced

40507 40506 40508 SSA from Z to A! Dealing With Taxable and Nontaxable the IRS Fringe Benefits — Part 2

Repeated in Session 3 Repeated in Session 1

Continued from Session 5 Repeated in Sessions 2 & 3

Repeated in Session 3 Repeated in Session 2
50105 Creating an Effective Payment Process

Repeated in Session 1 50109 Dealing With Employment Tax Penalties 50110 Electronic Payments for Child Support

WORKSHOP Session 7 8:00 a.m. – 9:30 a.m.

50101 Overpayments — What Can We Do?

50102 50103 Fundamentals of Unemployment Reconciliation Insurance Cost Control 201

50104 Implementing a Pay Frequency Change

50106 Pay-forPerformance Compensation Management

50107 Nonqualified Deferred Compensation Plans — Basic

Friday, May 16

50108 401(k) Plans — What You Wanted to Ask But Were Afraid To

Repeated in Session 1 Repeated in Session 2

WORKSHOP Session 8 2:20 p.m. – 3:50 p.m.

50301 Is Payroll in California THAT Difficult?

50302 Correcting a W-2: From W-2c to 941c and More

50303 Direct Deposit — Get Those Last Few on Board!

50304 How Automated Accounts Payable Can Be a Cost-Cutting Champion

50305 Preventing Unlawful Payments — OFAC Requirements

50306 Executive Compensation Audit — What Is the IRS Looking At?

50307 Cafeteria Plans/ Section 125 Benefit Plans — Advanced

50308 Nonqualified Deferred Compensation Plans — Advanced

50309 Child Support Invades Cyberspace

50310 Do You Need Your Staff to Work From Home?

Repeated in Session 1 Repeated in Session 4

Saturday, May 17

WORKSHOP Session 9 8:00 a.m. – 9:30 a.m.

60101 Payroll Auditing Techniques

60102 Payroll Recordkeeping Requirements

60103 Understanding and Reducing Your Payroll’s Costs

60104 Local Income Taxes in Ohio

60105 Automating Your Travel and Entertainment Expense Reimbursements

60106 Health Savings Accounts: American Idol?

60107 Retirement Plans for TaxExempt and Government Sector Employers

Repeated in Session 3

Repeated in Session 1

60108 Using the Internet for Federal, State, and Local Payroll Research — Advanced

60109 Implementing a Payroll Privacy Plan

60110 Building a Winning Business Case: A Case Study

COLOR KEY:

PAYROLL SPECIALTIES (pp. 14-16)

ACCOUNTS PAYABLE (pp. 16-17)

BENEFITS AND COMPENSATION (pp. 20-21)

GOvERNMENT AFFAIRS (pp. 21-23)

ORGANIZATION AND PERSONAL MANAGEMENT (pp. 23-26)

14

Workshops-at-a-glance
30211 Basic CareerBuilding Speaking and Presentation Skills 30212 Documenting Your Procedures and Processes 30213 Forum for Strategic Payroll Practices — Part 1: Payroll Best Practices Study Repeated in Session 6 30411 E-verify — Online Demonstration 30412 Advanced Career-Building Speaking and Presentation Skills 30413 Keeping Your Team in Tune 30214 Forum for Payroll Service Providers — Part 1: Small to Mid-Size Service Providers Roundtable 30414 Personal Financial Planning for a Secure Future — Basic 30215 Forum for Payroll Systems Professionals — Part 1: Federal Initiatives Impacting Payroll Systems Professionals 30415 Forum for Strategic Payroll Practices — Part 2: Best Practices Case Study 30216 Retail Industry Payrolls 30217 Introduction to U.S. Nonresident Alien Tax Withholding 30218 Emerging Payroll Technologies 30219 Software-as-aService — What Is It, and Why Should You Care?

Selecting Your Workshops
Select your workshops, meals, and special events using the Workshop Selection Form. Or you may enter your selections online, following the instructions that will be e-mailed to you shortly after registering. Select one workshop from each session beginning with the Pre-Congress Program Power Hour Sessions. All Congress workshops are 1 hour and 30 minutes. All double sessions are 3 hours with a 15-minute break. If you select a double session workshop in session 2 or 5, do not select a workshop in session 3 or 6. If you are not in a forum group, but are interested in the topic, you may attend that session.

30416 Forum for Payroll Service Providers — Part 2: Legislative and Regulatory Update 30515 Health Care Payrolls

30417 Forum for Payroll Systems Professionals — Part 2: Roundtable Discussion

30418 Advanced U.S. Nonresident Alien Tax Withholding and Reporting
(Double Session) Continued in Session 3

30419 Preparing and Analyzing Requests for Proposal (RFP)

30510 Developing Effective Training Plans

30511 Building a Talented Payroll Department

30512 Forum for Strategic Payroll Practices — Part 3: Dashboards and Scorecards

30513 Forum for Payroll Service Providers — Part 3: Electronic Client Account Access (e-Services) 40114 Forum for Payroll Service Providers — Part 4: Payroll Fraud and You

30514 Forum for Payroll Systems Professionals — Part 3: Paycard Technical Implementation and Support 40115 Forum for Payroll Systems Professionals – Part 4: System Security

30516 Payroll Policy for International Transfer of Staff – a Global Policy

30517 Trends in Time & Attendance

Continued from Session 2

40111 Payroll and Human Resources as Partners

40112 How to Make Change Work for You

40113 Forum for Strategic Payroll Practices — Part 4: Change Management in the Payroll Dept

40116 Tips in the Service Industry

40117 Understanding Tax Treaty Benefits and Limitations

40118 Payroll/HR SelfService Internet and Portal Technologies

40119 Paperless Payroll — Is It Really on the Way?

Repeated in Session 9 40411 Selling Yourself and Your Ideas to Upper Management 40412 Equip Yourself for the FPC and CPP Exams 40413 Fundamentals of Effective Business Writing 40414 40415 Payrolls in the Developments Gaming Industry in International Employee Data Privacy 40416 Understanding Payments to Foreign Workers 40418 40417 Redesigning the Tips on Project Payroll Process Management for Success 40419 Getting Your Employees Plugged In

40510 Leadership and Creativity in Your Payroll Department

40511 Using Metrics

40512 Management Skills for the New Payroll Manager

40513 Getting Started With HR/Payroll Best Practices

40514 Government/ Public Sector Payrolls

(Double Session) Continued in Session 6

40515 Social Security: What’s in It for Me?

Repeated in Repeated in Session 7 50111 Leadership and Creativity in Your Payroll Department 50112 Building the Feedback Muscle 50113 Getting Started With HR/Payroll Best Practices

40516 Expatriate Payrolls — Compliance Requirements and Global AdminstrationBasic 50118 International Payrolls — Paying Foreign Nationals Worldwide

40517 Payroll Cards Case Studies

Repeated in Session 7 50114 A World Class Payroll Organization 50115 Multi-Country Payroll Management: A Practical Approach Repeated in Session 8 50314 50315 Communicating Chapter Payroll Issues to Exchange Employees

Continued from Session 5

50116 Understanding the Tax Equalization and Tax Protection Processes

50117 Expatriate Payrolls — Compliance Requirements and Global Adminstration — Advanced 50317 Multi-Country Payroll Management: A Practical Approach Repeated in Session 7

50119 Automating Daily Tasks

Repeated in Session 6 50311 50312 Celebrating Your How to Develop Natural Gifts Stories to Inspire, Instruct, and Motivate

Repeated in Session 6 50313 Customer Service for Payroll Professionals

50316 Higher Educational Institutions Payrolls

50318 Canadian Payrolls — Taxation Issues

50319 Providing Employees With e-Forms W-2 and W-2c

60111 Payroll and Human Resources as Partners

60112 Payroll Consulting as a Career

60113 Shared Services— How Can It Help Your Company?

60114 Taking Payroll and Your Career to New Heights

60115 Personal Financial Planning for a Secure Future — Advanced

60116 Global Payroll Challenges Roundtable

60117 Canadian Payrolls — Non-Taxation Issues

60118 Business Continuity Planning

60119 The Next Generation of Web Technology

Repeated in Session 4

PERSONAL FINANCE (p. 26)

SPECIAL INDUSTRY FORUMS (pp. 27-28)

INTERNATIONAL FORUMS (pp. 28-30)

TECHNOLOGY ISSUES (pp. 30-31)

15

Payroll Specialties
Payroll Record Keeping Requirements
30201 Wednesday, 10:20 a.m. – 11:50 a.m., Session 1 60102 Saturday, 8:00 a.m. – 9:30 a.m., Session 9 Ginny Elkins, CPP Senior Process Consultant Ceridian HRO Outsourcing • What is a master file? • What are the causes of data loss? • What are the methods for securing data? • Is your payroll data secure? Payroll Professionals are faced with numerous payroll record keeping and record retention requirements. This workshop focuses on requirements at the federal level (IRS, FLSA, FMLA, Sarbanes-Oxley, etc.) and the procedures that must be in place to meet those requirements. You are not alone. Join two seasoned payroll professionals in a roundtable discussion on how to prioritize your time effectively while keeping your company in compliance as a one-person payroll department. Submit topics you would like to discuss to Jim Medlock by faxing them to (210) 224-5814 or e-mailing jmedlock@americanpayroll.org by April 11, 2008.

Garnishments – Beyond Child Support

Is Payroll in California THAT Difficult?

30202 Wednesday, 10:20 a.m. – 11:50 a.m., Session 1 50301 Friday, 2:20 p.m.- 3:50 p.m., Session 8 Nora Daly, CPP Valerie Alexander-Bailey, CPP Senior Product Manager West Coast Payroll Manager (U.S. Legislation) Pro Unlimited, Inc. Oracle USA • Labor law: overtime, wage payment, termination pay • Tax law: California does not always conform to IRC • Involuntary deductions: Sometimes CCPA . . . sometimes NOT! • Domestic partners: what’s required to keep their benefits tax-free? Those who have done payroll in California for many years don’t seem to find it’s that difficult — in direct conflict with most of the other payroll practitioners doing payroll in multiple states, including California. Join us in a discussion of what’s up in California and where to go to find help.

30401 Wednesday, 2:15 p.m. – 3:45 p.m., Session 2 40401 Thursday, 2:15 p.m. – 3:45 p.m., Session 5 Nancy L. Larmore, CPP Amorette Bryant, CPP Consultant President ABryant Consulting • Managing garnishments other than child support • Managing multiple garnishments • Garnishments the law won’t let you deduct Tax levies, wage attachments, student loans – learn the rules governing taking an employee’s earnings to reduce their unpaid debts and the penalties for not getting it right.

Payroll and the Sarbanes-Oxley Act

Overpayments – What Can We Do?

30402 Wednesday, 2:15 p.m. – 3:45 p.m., Session 2 40402 Thursday, 2:15 p.m. – 3:45 p.m., Session 5 Linda M. Obertin, CPP Bernie Grotell, CPA Vice President of Operations Excellence Partner Fidelity Employer Services Company Loeb & Troper • Reasons behind the Sarbanes-Oxley Act’s enactment • What internal controls and documentation are required • How third-party compliance is instrumental The Sarbanes-Oxley Act of 2002 was created to “protect investors by improving the accuracy and reliability of corporate disclosures.” In this workshop, a panel will cover the issues payroll professionals face when ensuring compliance with the Sarbanes-Oxley Act.

30203 Wednesday, 10:20 a.m. – 11:50 a.m., Session 1 50101 Friday, 8:00 a.m. – 9:30 a.m., Session 7 Barbara M. Youngman, CPP Mary Jo Harling, CPP Legal Compliance Manager Consultant Brinker International • How do I legally recover wage overpayments? • Are state rules different from federal? • What are the wage and tax reporting requirements? Learn the rules — both what is allowed and what is restricted — when taking deductions from an employee’s pay for salary advances, overpayment of wages, or unreturned employer-owned equipment. Discussions will cover whether one must obtain the employee’s permission for the deduction, how the minimum wage affects deductions, the different state and federal rules, and what amount should be collected.

Fundamentals of Reconciliation

Don’t Limit Your Payroll Internal Controls

30204 Wednesday, 10:20 a.m. – 11:50 a.m., Session 1 40502 Thursday, 4:00 p.m. – 5:30 p.m., Session 6 Michelle Ganzer, CPP Michelle R. Wright, CPP Payroll Manager Assistant Fiscal Officer Briggs & Stratton Corp. Senate of Virginia • Separation of duties • Procedure documentation • Reconciliation • Management policy • Authorization and approval Internal controls are essential in keeping employee information and your company’s assets safe, whether you are a one-person shop or work in a large payroll department. This session will present the principles and techniques necessary for basic internal controls for payroll.

30403 Wednesday, 2:15 p.m. – 3:45 p.m., Session 2 50102 Friday, 8:00 a.m. – 9:30 a.m., Session 7 Daniel Dycus, CPP Manager, Disbursement Accounting Intelsat • Why and what to reconcile • Basic document sources • How to get started • Documentation of the process • Final payroll reconciliation • Reconciling to third parties and the general ledger This workshop offers a proven process for designing and improving reconciliation procedures for payroll, payments to third parties and the general ledger, thus ensuring payroll data integrity. Participants will be able to identify what payroll elements should be reconciled, and how often and what sources should be used.

An Introduction to Multi-State Taxation (Double Session)

30404 Wednesday, 2:15 p.m. – 5:30 p.m., Sessions 2 & 3 40404 Thursday, 2:15 p.m. – 5:30 p.m., Sessions 5 & 6 Scott Mezistrano, CPP Karen Salemi, FLMI, CPP Senior Manager of Government Relations N.A. Payroll Manager American Payroll Association IBM • For which state do you withhold income tax • To which state do you pay unemployment tax • Rules of residence, reciprocity, and nexus • State taxation of benefits, including domestic partner health insurance We’ll cover what every payroll professional needs to know to comply with the varying rules of different states, and we’ll discuss the latest law changes.

The One-Person Payroll Department Roundtable

Mergers and Acquisitions – Basic

16

30205 Wednesday, 10:20 a.m. – 11:50 a.m., Session 1 James Medlock, CPP Michael Evink, CPP Senior Director of Education and Training Controller American Payroll Association Highway Lumber Company • Are you the only person in your company who prepares the payroll? • Do you have difficulty scheduling your vacation between payroll cycles? • Do you find you have more and more projects assigned to you that are not “payroll-related?” • Are you constantly multi-tasking and wonder, “will I have time to produce the payroll?”

30405 Wednesday, 2:15 p.m. – 3:45 p.m., Session 2 Brent Gow, CPP Director, Pay Services and Advisory Starbucks Coffee Company • Merger and acquisition definitions • Federal and state payroll tax implications • Federal and state payroll tax reporting • Preparing and planning for the merger or acquisition • Information required from the predecessor This workshop will provide the payroll professional with a basic

Payroll Specialties
understanding of and a systematic approach to handling mergers and acquisitions. It will also emphasize basic tax and reporting requirements.

Regular Rate of Pay/Overtime Issues

30406 Wednesday, 2:15 p.m. – 3:45 p.m., Session 2 Connie Connor, CPP Randall O’Neal Director of Education Regional Director of Enforcement, American Payroll Association Wage and Hour Division U.S. Department of Labor • Minimum wage • Regular rate of pay issues • The proper way to calculate overtime • Effect of different types of payments This session explains the importance of the Fair Labor Standards Act, its impact on the minimum wage and calculating overtime, and how to avoid penalties. Learn how payments such as bonuses, shift differentials, on-call pay, and other incentive payments affect the regular rate of pay and overtime pay calculations.

IRS has changed the rules by telling employers they no longer have to routinely send in W-4s based on the number of allowances or a claim of exempt status. In this workshop, we will discuss whether these rules have really reduced employer burden or just created a new set of concerns. You will also learn how to apply a “lock-in” letter sent by the IRS and how the W-4 can help if you ever get a penalty notice from the IRS for submitting an employee’s W-2 with a mismatched employee name and SSN.

Unemployment Insurance Cost Control 101

The Nuts and Bolts of Child Support

30501 Wednesday, 4:00 p.m. – 5:30 p.m., Session 3 40501 Thursday, 4:00 p.m. – 5:30 p.m., Session 6 Amorette Bryant, CPP Alicia Key President Deputy Attorney General for Child Support ABryant Consulting TX Office of the Attorney General Larry White, CPP Director of Payroll Training American Payroll Association Do you wonder how child support affects payroll? How compliance benefits me as an employer? This workshop will focus on the latest and greatest in child support including recent trends, statistics, new tools and techniques, withholding from lump sums/bonuses/severance pay, medical support, and reporting new hires and terminations. Come see what Texas is doing to assist employers!

30505 Wednesday, 4:00 p.m. – 5:30 p.m., Session 3 Christina Peters Kenneth Hausser Senior Manager Senior Manager – National Employment Tax Services Ernst & Young, LLP Ernst & Young, LLP • What are your responsibilities in handling unemployment claims? • Should you be doing more to manage your UI account? • When should you appeal a decision or a tax rate assignment? In UI tax management, a little knowledge can help you find big tax savings while avoiding employment law liabilities. Experts in the field will show you tax planning strategies that can save you hundreds of thousands of dollars annually by knowing the key issues, rules, and deadlines.

Correcting a W-2: From W-2c to 941c and More

Payroll Auditing Techniques

30502 Wednesday, 4:00 p.m. – 5:30 p.m., Session 3 60101 Saturday, 8:00 a.m. – 9:30 a.m., Session 9 Rosemarie Fraumeni, CPP Lisa Poole, CPP Sr. NA Payroll Manager Corporate Payroll Manager Nuance Communications, Inc. Simmons Bedding Company • Identifying issues • Areas to include in payroll audits • Checks and balances • Sample audit scenarios With both internal and external audits, the auditing process never seems to end for the payroll department! By simply creating your own payroll auditing procedures, you can identify and correct compliance problems early in the process. Join our panel of payroll professionals for guidance on creating effective payroll auditing techniques.

40101 Thursday, 8:00 a.m. – 9:30 a.m., Session 4 50302 Friday, 2:20 p.m. – 3:50 p.m., Session 8 Rosemarie Fraumeni, CPP Lisa Poole, CPP Sr. NA Payroll Manager Corporate Payroll Manager Nuance Communications, Inc. Simmons Bedding Company • When to use Form W-2c and how to complete it • Do you refund any money to the employee? • Impact on Forms 941c, 843, 941, Schedule B, and 940 • State withholding tax and unemployment tax forms • General ledger journal entries No matter how hard you worked at year-end, there will be some W-2 forms that need correcting: the employee moved from one state to another, a manager found a check that he/she decided not to give out; too much social security was collected on a manual check; wrong name or social security number, etc. You’ll learn whether and how to complete a Form W-2c as well as all other affected federal forms, plus some ways to streamline your process.

Local Income Taxes in Selected States (IN, KY, MD, MI, NY)

Local Income Taxes in Pennsylvania

40102 Thursday, 8:00 a.m. – 9:30 a.m., Session 4 Nancy L. Larmore, CPP Consultant • Special local taxation issues • Q & A on local taxation • County and municipality taxes This workshop provides information on local tax issues that impact the payroll department in the states noted above. Fax your questions to Jim Medlock at (210) 224-5814 or e-mail them to jmedlock@americanpayroll.org by April 11, 2008, so they can be addressed during this workshop.

30503 Wednesday, 4:00 p.m. – 5:30 p.m., Session 3 Bruce E. Phipps, CPP Director, Payroll Services Physiotherapy Associates • Municipality and school district taxes • Philadelphia, Pittsburgh, and Scranton taxes • Q & A on Pennsylvania local taxation This workshop provides attendees with an understanding of Pennsylvania local earned income tax laws. Attendees may submit questions in advance to Jim Medlock by faxing them to (210) 224-5814, or e-mailing jmedlock@americanpayroll.org. Questions must be received by April 11, 2008, to have them answered in this session.

Basic Payroll Accounting

The Wonderful New World of Form W-4

30504 Wednesday, 4:00 p.m. – 5:30 p.m., Session 3 Michael O’Toole, Esq. Senior Director of Publications and Government Relations American Payroll Association • How is the IRS combating the problem of underwithholding? • When should you refuse an employee’s W-4? • How should you handle “lock-in” letters for terminated employees? • Can you use the W-4 to avoid W-2 name/SSN mismatch penalties? Form W-4 is possibly the most basic form in payroll, but it can also cause some of the most distressing problems for payroll professionals. The

40103 Thursday, 8:00 a.m. – 9:30 a.m., Session 4 Daniel Dycus, CPP Manager, Disbursement Accounting Intelsat • General Ledger Account Types and T-Accounts - Expense or Liability - Debit or Credit Amount • Journal Entries • Accounting Periods • Accruals and Reconciliation Payroll accounting is a natural extension of the payroll processing cycle. Payroll information is summarized into usable data formats for creating journal entries, inputting into the general ledger and cost distribution systems, and creating analytic reports. This workshop will help you understand why knowing the proper accounting methods is an integral part of the payroll function.

The Rules Behind the Direct Deposit of Payroll

40104 Thursday, 8:00 a.m. – 9:30 a.m., Session 4 40403 Thursday, 2:15 p.m. – 3:45 p.m., Session 5 Beverly Dobesh, AAP Wendy Wishon, AAP Director of Education Services Vice President SWACHA – The Electronic Mid-America Payment Exchange Payments Resource

17

Payroll Specialties
• Learn what rules and regulations govern direct deposit • Understand your specific obligations for direct deposit under the ACH Rules • Find out how ACH Rules impact your organization • Determine if your company is in compliance Companies utilizing direct deposit must be in compliance with a number of rules and regulations. This session reviews those rules and discusses how the ACH Rules will impact your company. Additionally, we’ll cover the roles and responsibilities of the different participants or entities involved. • Unemployment rate reduction strategies: voluntary contributions, joint/ common rating and how to reduce tax exposure This session will review both unemployment claims and tax management. Tips will be provided to enhance the employer’s success rates in protesting claims and winning appeals and hearings. Simple tax planning techniques will be reviewed to offset lost claims and benefit charge impacts. Case Study: This session will include an employer’s successful case study on reducing unemployment costs. You do not need to attend Unemployment Insurance 101 to attend this session.

Mergers and Acquisitions – Advanced

Implementing a Pay Frequency Change

40105 Thursday, 8:00 a.m. – 9:30 a.m., Session 4 Martin Armstrong, CPP Jared S. Vale Director of Payroll Director, Strategic Planning Harrah’s Entertainment, Inc. Barnett Associates, Inc. • Due diligence: Payroll – liens, notices, audits • Strategic planning and implementation • UI tax management/compliance updates • Benefit plans, garnishments, child support, pension plans 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, this workshop focuses on being prepared for these advanced transactions.

50104 Friday, 8:00 a.m. – 9:30 a.m., Session 7 Deborah Viers Traylor, CPP Senior Lead, Human Capital Deloitte Consulting, LLP • Why change – the pros and cons • When to change • How to successfully manage the change This workshop describes what changing pay period frequencies really means for the payroll professional and its impact on employees. Important pay frequency issues that require careful consideration and research will be reviewed. This interactive discussion will provide guidelines for the payroll professional to successfully complete such a change.

The Latest on Payroll Tax Forms

Direct Deposit – Get Those Last Few on Board!

40106 Thursday, 8:00 a.m. – 9:30 a.m., Session 4 Corey Lehr, CPP Director, Payroll Compliance and Administration University of Cincinnati • 2008 form revisions and major highlights • IRS Forms W-2, W-2c, W-3, W-3c, 941 and Schedule B, 941c, 945, and 940 • Clarification of form instructions and completion requirements This workshop reviews the most common government forms used by payroll professionals. Emphasis is placed on changes to the forms and instructions in 2008, as well as tips for handling common problem areas.

50303 Friday, 2:20 p.m. – 3:50 p.m., Session 8 Dee Ann Nelson, CPP Bruce E. Phipps, CPP Payroll Manager Director Payroll Services Alutiiq, LLC Physiotherapy Associates • Have a few stragglers you can’t get to enroll? • Have state mandates to use to your advantage? • Can you use paycards to capture those who are unbanked? Join us at this information-packed round-table on direct deposit tips and tricks and network with professionals who have implemented direct deposit plans successfully.

Understanding and Reducing Your Payroll’s Cost

Payroll in a Union Environment

40503 Thursday, 4:00 p.m. – 5:30 p.m., Session 6 Dennis G. Danilewicz, CPP Steve Hodgson, CPP Director of Payroll Director of Payroll Training NYU Medical Center American Payroll Association • Building effective relationships through labor relations • Becoming an integral part of contract negotiations • Planning payroll’s fate Many times, payroll professionals will read about contract changes for union employees in the local newspaper. This workshop focuses on building a strong relationship through labor relations and how to become involved in the planning stages of contract negotiations.

60103 Saturday, 8:00 a.m. – 9:30 a.m., Session 9 Marcia Aamodt Director of HRIS and Payroll Services Abercrombie & Fitch • Pay frequencies and paydays make a difference • How direct deposit can lead to less costly payroll distribution methods • How to get payroll out of the middle through automated tools • How do payroll service bureau costs compare to in-house costs? This workshop offers ideas and techniques for finding and eliminating hidden costs in the payroll department, while suggesting some process improvements designed to reduce overhead expense.

Local Income Taxes in Ohio

Unemployment Insurance Cost Control 201

50103 Friday, 8:00 a.m. – 9:30 a.m., Session 7 Dan Tienes Michael Mohr Director, Product Management Director TALX Corporation TALX Corporation Brent Gow, CPP Director, Pay Services & Advisory Starbucks Coffee Company • Review national and state specific unemployment claims and tax trends • The unemployment tax rate assignment (calculation) and the impact of unemployment claims

60104 Saturday, 8:00 a.m. – 9:30 a.m., Session 9 Pat Corturillo, CPP Payroll Manager Foseco Metallurgical, Inc. • Special local taxation issues in Ohio • Municipality and school district taxes • Q & A on Ohio local taxation This workshop covers information on local tax issues in Ohio impacting your payroll department. Attendees may submit questions in advance to Jim Medlock by faxing them to (210) 224-5814 or e-mailing jmedlock@ americanpayroll.org. Questions must be received by April 11, 2008, to have them answered in this workshop.

Accounts Payable
Sales and Use Tax Compliance – What A/P Needs to Know
30206 Wednesday, 10:20 a.m. – 11:50 a.m., Session 1 Sean Evans Senior Tax Manager – Tax Advisory Services and Training DuCharme, McMillen & Associates, Inc. • Nexus – when and where should you be paying tax? • What are the most common taxable and exempt transactions? • Administering the sales tax process and working with sales tax auditors This presentation will help accounts payable professionals in determining and remitting the correct sales and use taxes. The discussion will include consideration of whether a transaction is taxable, where and how much tax to pay, handling mixed or “bundled” invoices, and guidelines for dealing with sales tax auditors.

18

Accounts Payable
Form 1099-MISC – Basic
30407 Wednesday, 2:15 p.m. – 3:45 p.m., Session 2 James Medlock, CPP Senior Director of Education and Training American Payroll Association • Completing Form 1099-MISC • Managing B-Notices This session will introduce you to Form 1099-MISC and its impact on the Accounts Payable process. We will discuss the Form’s requirements from solicitation of Taxpayer Identification Numbers to processing BNotices and all of the steps in between. • Spousal or guest travel A thorough review of the rules and concepts that impact the expense payment process in virtually every type of organization, this workshop offers valuable insight into procedures, pitfalls, and compliance issues facing accounts payable professionals.

Creating an Effective Payment Process With Best Practices

Independent Contractor Issues
Corey Lehr, CPP Director, Payroll Compliance and Administration University of Cincinnati

30506 Wednesday, 4:00 p.m. – 5:30 p.m., Session 3 Joseph Tiberio Program Manager, Employment Tax Policy, SBSE Internal Revenue Service

• Essential differences between employees and independent contractors • Common law and reasonable basis tests • The potential cost of misclassification • Handling an employment status audit • Regulatory developments and court decisions Learn how to reduce your employer’s exposure to the consequences of an independent contractor tax audit, and find out how recent legislative changes and court rulings are impacting reviews of employee/ independent contractor status.

50105 Friday, 8:00 a.m. – 9:30 a.m., Session 7 Mary S. Schaeffer Editorial Director and Publisher Accounts Payable Now and Tomorrow • Learn payment practices used by organization with efficient programs • Identify the tools available to help run an efficient payment process • Creating an integrated payment process Anyone who takes the view that paying an organization’s bills is a nobrainer is likely to cost that organization thousands, if not millions, of dollars. This ‘what’s the big deal’ approach leads to duplicate payments (no, the vendors do not automatically return them), lost early payment discounts, lack of compliance with the Sarbanes-Oxley Act and other legal requirements, and worse.

How Automated Accounts Payable Can Be a Cost-Cutting Champion

Escheatment and Unclaimed Wages/Property 101

40107 Thursday, 8:00 a.m. – 9:30 a.m., Session 4 Tracey Reid, J.D., LL.M President Reid Unclaimed Property Services, LLC • Unclaimed property myths vs. reality • Sarbanes-Oxley Act implications • Recent audit enforcement activity • What to do when the contract auditor calls Any company issuing checks to employees or vendors is a potential “holder” of unclaimed property with reporting obligations to multiple states. States are becoming more aggressive in their quest for revenue through compliance and are utilizing auditors who are reimbursed on a contingency fee basis. This session will help you identify the key elements to ensure compliance, manage your risk, and avoid an audit!

50304 Friday, 2:20 p.m. – 3:50 p.m., Session 8 Jeff Pikulik Lorellee Welch Vice President Director of Product Marketing Harbor Payments ADP Tax & Financial Services • Reduce invoice processing costs • Reduce processing time • Increase payments earning discounts • Increase supplier participation Accounts payable managers are burdened with a mountain of paper to sort through, organize, and process, requiring a great deal of time that could be better spent on more strategic initiatives. In this session, you will learn about best practices in accounts payable automation of invoice capture, workflow, approval processes, and payments administration.

Preventing Unlawful Payments – OFAC Requirements

Form 1099-MISC – Advanced

40405 Thursday, 2:15 p.m. – 3:45 p.m., Session 5 James Medlock, CPP Senior Director of Education and Training American Payroll Association • Nonqualified deferred compensation and Form 1099-MISC • Managing purchasing cards and 1099-MISC reporting • Combined federal/state reporting of Form 1099-MISC This session will provide information on the complex requirements of Form 1099-MISC. If you have a purchasing card program, how does it comply with the 1099-MISC filing requirements? Does your company provide a nonqualified deferred compensation plan for its nonemployee directors? If so, how do those plans impact your Form 1099-MISC reporting? These and other complex issues will be covered in this session.

50305 Friday, 2:20 p.m. – 3:50 p.m., Session 8 Gerard W. LiVigni Senior Compliance Officer U.S. Treasury Department/Office of Foreign Assets Control • The SDN list and OFAC’s various sanction programs • False positives and targets • A possible compliance program The U.S. Government prohibits payments to quite a few foreign individuals and companies, and employers need to know who those are and how to stay in compliance with federal law. If you’re not familiar with the Office of Foreign Assets Control (OFAC) and what it does then this workshop was designed for you. Learn all about what OFAC does, how it affects you, and the prevention of unlawful payments.

Automating Your Travel and Entertainment Expense Reimbursements

Travel and Entertainment Expense Reimbursements

40504 Thursday, 4:00 p.m. – 5:30 p.m., Session 6 James Paille, CPP Senior Vice President PaySystems - A Sheakley Company • Tips to keep your reimbursement plans manageable and compliant • Accountable plan requirements • Travel that is “away from home,” “temporary,” or “daily” • Per diems, mileage payments, and auto allowances

60105 Saturday, 8:00 a.m. – 9:30 a.m., Session 9 Craig Fearon Senior Product Director, Expense Applications CyberShift, Inc. • Achieve greater control over costs and make a direct impact on the bottom line • Create a consistent reimbursement cycle, satisfy employee needs (and thus increase productivity) and deliver detailed data reports for strategic decision-making • Improve control and management of overall business expenditures • Reduce processing costs within finance due to less administration When companies tighten their belts they immediately look at the second largest controllable expense after labor – travel and entertainment (T&E) expenses. By automating the process of T&E expense reimbursements, organizations gain valuable insight into their employees’ business expenses, spend patterns, and preferred suppliers. Session attendees will explore the benefits of expense automation and review the latest tools that are available.

19

Benefits and Compensation
Payroll Hiring and Compensation Outlook
30207 Wednesday, 10:20 a.m. – 11:50 a.m., Session 1 Phil Willingham Regional Vice President Robert Half International • Forces shaping the hiring environment • Payroll positions and skills in greatest demand • Salary levels needed to attract today’s top performers • Benefits trends A talented workforce is key to every organization’s success, and part of building and maintaining a strong team is understanding current employment and salary issues. This presentation offers an overview of the hiring outlook in payroll and discusses areas such as the skills and positions in greatest demand, salary trends, and today’s most popular benefits. Are you confused about how your Section 125 cafeteria plans impact your payroll? Are you confused about what employers can and can’t offer? If so, this workshop is for you. Learn the basics of what a cafeteria plan is, the benefits that can be offered, as well as the reporting and taxation issues.

Stock Options and Equity Compensation Plans – Advanced

Taxable and Nontaxable Fringe Benefits – Part 1
30408 Wednesday, 2:15 p.m. – 3:45 p.m., Session 2 40407 Thursday, 2:15 p.m. – 3:45 p.m., Session 5 Fred A. Basehore Jr., CPP Director, Product Management-Payroll Fidelity Employer Services Company • Section 132 – excludable fringe benefits • Awards and prizes – what’s nontaxable? • Moving expense reimbursements

40505 Thursday, 4:00 p.m. – 5:30 p.m., Session 6 Karen M. Field Director, Compensation & Benefits KPMG, LLP • Stock option plans • Nonqualified stock options • Restricted stock • Section 83(b) elections Expanding on Introduction to Stock and Stock Option Plans in Session 5, this workshop explores the complex area of compensation in stocks and options, also known as equity compensation. Obtain a better understanding of the complex taxation and reporting rules when providing stock and stock options as part of a compensation plan.

Pay-for-Performance Compensation Management

This workshop explores selected employer-provided fringe benefits that can be excluded from your employees’ taxable income. Included will be insights and examples to help you determine whether your company is in compliance. (For insight into the tax and reporting implications of other fringe benefits, attend Taxable and Nontaxable Fringe Benefits – Part 2, offered in Sessions 3 and 6. You do not need to attend this session to attend Taxable and Nontaxable Fringe Benefits – Part 2.)

Taxable and Nontaxable Fringe Benefits – Part 2

30507 Wednesday, 4:00 p.m. – 5:30 p.m., Session 3 40506 Thursday, 4:00 p.m. – 5:30 p.m., Session 6 LaTisha O’Neal, CPP Director of Payroll Training American Payroll Association • Group-term life insurance • Educational and adoption assistance • Dependent care benefits A regulatory and procedural overview of several popular but confusing fringe benefits, this workshop includes the most recent changes to educational and adoption assistance. Join us at this session for procedural guidance and helpful insights on these issues. (For insight into the tax and reporting implications of other fringe benefits, see Taxable and Nontaxable Fringe Benefits – Part 1, offered in Sessions 2 and 5. You do not need to attend this workshop to attend Taxable and Nontaxable Fringe Benefits – Part 1.)

50106 Friday, 8:00 a.m. – 9:30 a.m., Session 7 David Turetsky Director of Product Management Workscape • Aligning compensation with employee performance • Rewarding and retaining top performers for a stronger, more productive workforce • Automating the compensation process How do you transform pay-for-performance from a promising concept to an organizational reality? Planning is the foundation for a successful pay-for-performance program, and this session, led by an industry expert, examines how to align individual performance with corporate objectives. Hot topics such as merit increases, bonus pay, and incentive plans will be discussed in the context of how paying for performance changes the workforce management playing field, ensuring a higher performing workforce that delivers competitive advantages.

Nonqualified Deferred Compensation Plans – Basic

Introduction to Stock and Stock Option Plans

50107 Friday, 8:00 a.m. – 9:30 a.m., Session 7 Scott Mezistrano, CPP Senior Manager of Government Relations American Payroll Association • What is and what is not nonqualified deferred compensation • Rules for elections, deferrals, and distributions • W-2 and 1099 reporting of deferrals and income Congress added Section 409A to the Internal Revenue Code to ensure that deferrals under nonqualified plans are truly set aside for future receipt by the employee and that the eventual income is ultimately reported and taxed. This session presents the complicated plan conditions and reporting requirements based on the latest guidance under §409A.

40406 Thursday, 2:15 - 3:45 p.m., Session 5 Karen M. Field Director, Compensation & Benefits KPMG, LLP • Tax rules governing regular stock and stock option plans, incentive stock options (ISOs), and employee stock purchase plans (ESPPs) • Quasi-stock arrangements – stock appreciation rights and phantom plans This workshop focuses on the types of stock compensation plans offered by employers and the rules that affect payroll. You will learn what information is needed by payroll, compensation, and human resources to report on these plans and the most recent regulatory issues facing stock option plans.

401(k) Plans – What You Wanted to Ask But Were Afraid To

Cafeteria Plans and the Payroll Department – Basic

20

40408 Thursday, 2:15 p.m. – 3:45 p.m., Session 5 Gary Lynch, CPP Larry White, CPP Consultant Director of Payroll Training American Payroll Association • What is a cafeteria plan? • Qualified benefits that can be offered • Flexible spending arrangements • Taxation and reporting requirements

50108 Friday, 8:00 a.m. – 9:30 a.m., Session 7 James Medlock, CPP Senior Director of Education and Training American Payroll Association • Plan documents • Eligibility requirements • Automatic enrollments • Roth 401(k) plans This session will answer the questions you have on how your company’s 401(k) plan integrates into your payroll processes. We will look at the recently released 401(k) regulations that allow an automatic enrollment component to be added to a 401(k) plan and the complications they will cause for the payroll process. Attendees may submit questions in advance to Jim Medlock by faxing them to (210) 224-5814, or e-mailing jmedlock@americanpayroll.org. Questions must be received by April 11, 2008, to have them answered in this workshop.

Executive Compensation Audits – What Is the IRS Looking At?
50306 Friday, 2:20 p.m. – 3:50 p.m., Session 8 Michael O’Toole, Esq. Senior Director of Publications and Government Relations American Payroll Association

Benefits and Compensation
• Why the IRS is focusing on executive compensation • Individual scrutiny as part of overall company audits • Compensatory stock options and backdating • Fringe benefits – cell phones, credit cards, loans, etc. Executive compensation has evolved dramatically in recent years in terms of creativity, complexity, and dollar value. The Internal Revenue Service has noticed, and it is taking steps to ensure compliance with employment and income tax requirements relating to executive compensation. In this workshop, we will discuss what types of executive compensation are of particular interest to IRS tax examiners and how employers can ensure that these items are tracked and taxed correctly. The list of payments and benefits considered NQDC continues to grow! Make sure you know how to keep them from being subjected to an extra 20% tax for failure to adhere to IRC §409A. We’ll discuss the above as well as special rules for independent contractors, change in corporate control, international payrolls, tax-exempt organizations, 457(f) plans, and paid time-off plans.

Health Savings Accounts: American Idol?

Cafeteria Plans/Section 125 Benefit Plans – Advanced

50307 Friday, 2:20 p.m. – 3:50 p.m., Session 8 Gary Lynch, CPP LaTisha O’Neal, CPP Consultant Director of Payroll Training American Payroll Association • What are the plan document and summary plan document? • How do the plan documents impact payroll operations? • What impact do the IRS’s proposed Section 125 regulations have on payroll? • What are the hidden tricks that may cause noncompliance issues for your Section 125 plan? • How do domestic partner benefits affect your Section 125 plan? Bring your questions for a lively discussion of these compliance nightmares. To ensure your questions are answered, fax them to Jim Medlock at (210) 224-5814 or e-mail them to jmedlock@ americanpayroll.org by April 11, 2008.

60106 Saturday, 8:00 a.m. – 9:30 a.m., Session 9 Jim O’Connell Vice President, Government Relations & HR Policy Ceridian Corporation Will HSAs and Consumer-Directed Health be the American Idol of U.S. healthcare? Will soaring costs and legislation to cover the uninsured fundamentally change the roles of employers, workers, insurance companies, and Federal and State governments? This workshop will address HSA payroll compliance, tax and reporting issues, HRAs and FSAs, employer “play or pay” mandates, and whether an Extreme Makeover is in store for healthcare. The impact of the 2008 presidential election on HSAs will also be considered, including changes in tax preferences for employer-sponsored health benefits.

Retirement Plans for Tax-Exempt and Government Sector Employers

Nonqualified Deferred Compensation Plans – Advanced
50308 Friday, 2:20 p.m. – 3:50 p.m., Session 8 Karen M. Field Director, Compensation & Benefits KPMG, LLP • The short-term deferral rule • Severance arrangements and “good reason” terminations • Stock options and stock appreciation rights

60107 Saturday, 8:00 a.m. – 9:30 a.m., Session 9 Robert J. Architect, Esq. Sondra Dougherty, CPP Senior Tax Law Specialist Director, Support Services Internal Revenue Service Orange County Department of Education • Contribution issues and eligibility requirements • Multiple plan issues • Fitting the limits together • Reporting and correction techniques New IRS regulations and guidance covering 403(b) and 457(b) plans pose a significant challenge to the payroll professional. Learn guidelines that can help you “keep your house in order.” This session will also cover some of the most important examination issues that the IRS is finding in these plans.

Government Affairs
Legislative Trends and APA Lobbying Efforts
30208 Wednesday, 10:20 a.m. – 11:50 a.m., Session 1 40109 Thursday, 8:00 a.m. – 9:30 a.m., Session 4 Scott Mezistrano, CPP William Dunn, CPP Senior Manager of Manager of Government Relations Government Relations American Payroll Association American Payroll Association • APA comments on proposed cafeteria plan rules • Standardizing state withholding from residents of other states • Progress on resolving obstacles states pose toward the use of paycards • Uniform standards across the states for child support and garnishment orders APA lobbies various federal and state lawmakers and regulators to express the needs and desires of the payroll community, with a special focus on reducing the administrative burden the payroll department experiences. Hear what the APA Government Relations team has been doing for you! 30409 Wednesday, 2:15 p.m. – 3:45 p.m., Session 2 40409 Thursday, 2:15 p.m. – 3:45 p.m., Session 5 Joseph Tiberio Carole Barnette Program Manager, Acting Chief, Employment Tax Policy, SBSE Individual Forms and Publications Branch Internal Revenue Service Internal Revenue Service • Form 941X, amended quarterly return, planned for 2009 • IRS’ new Office of Identity Theft Protection • Data-sharing with state revenue and unemployment insurance departments As technology, business strategies, and the economy all change, so does the IRS. Hear about the latest developments in customer service and how the IRS continuously evolves to better satisfy all taxpayers, including your company and its employees.

SSA From Z to A!

What’s New at the IRS?

30410 Wednesday, 2:15 p.m. – 3:45 p.m., Session 2 40507 Thursday, 4:00 p.m. – 5:30 p.m., Session 6 Chuck Liptz Debbie Forsythe Director, Employer Wage Regional Employer Services Reporting and Relations Staff Liaison Officer Social Security Administration Social Security Administration Tom Bricker Financial Management Analyst Social Security Administration • Electronic wage reporting • Verifying names and social security numbers over the Internet • How to deal with name/SSN mismatches • SSA software initiatives This workshop will start with the latest developments in the world of name/SSN verification and wage reporting (e.g.; no more magnetic media) and then review the basics for the newer payroll professional. SSA improves its online services every year and has begun working with software developers toward a seamless interface to make filing even easier and more accurate.

E-Verify – Online Demonstration

30411 Wednesday, 2:15 p.m. – 3:45 p.m., Session 2 Katherine Lotspeich John Shofi Acting Chief, Verification Division Supervisory Special Agent, U.S. Citizenship and Worksite Enforcement Immigration Services U.S. Immigration and Customs Enforcement

21

Government Affairs
Steve Hodgson, CPP Director of Payroll Training American Payroll Association • Photo Tool – biometric verification of non-citizens • Resolving “tentative nonconfirmations” • DHS’s plan to increase employer investigations and fines E-Verify is the Department of Homeland Security’s web-based system for verifying an employee’s authorization to work in the U.S. and the match of the employee’s name and social security number or alien registration number. You’ll see an online demonstration and hear from DHS about its latest evaluation, improvements, and promotion. We’ll also discuss the recent removal of certain “List A” documents from Form I-9, DHS’s IMAGE program for best practices in preventing the employment of unauthorized workers, and how to steer clear of discrimination claims. • Preparing for the possibility of an employment tax audit • Dealing with IRS agents • Using outside tax professionals • Appealing the findings of an IRS employment tax audit This workshop will provide you with information on how to manage and control an IRS employment tax audit of your organization. To ensure your questions are answered, fax them to Jim Medlock at (210) 224-5814 or e-mail jmedlock@americanpayroll.org by April 11, 2008.

Dealing With the IRS

Using the Internet for Federal, State, and Local Payroll Research – Basic

30508 Wednesday, 4:00 p.m. – 5:30 p.m., Session 3 Steven Fine, Esq. Laura Lough, Esq. Director of Technology and Senior Manager, State Payroll Electronic Services Information Resources American Payroll Association American Payroll Association • Tour APA’s upgraded website with more compliance resources • Downloading and using government forms • Sample searches show you how to get results! When you’re connected to the Internet, you’re only a few mouse clicks away from a wealth of payroll resources you’ll need on your job, most of them free! Attend this live demonstration for inexperienced Internet users, and learn how to quickly and easily find federal, state, and local payroll-related laws, regulations, government forms, and publications. Also discover the expanded resources and improved navigation on APA’s newly redesigned website.

40508 Thursday, 4:00 p.m. – 5:30 p.m., Session 6 Leslie P. Quinn, CPP Anita Bartels Consultant Senior Program Analyst, Colorado Payroll Consulting, Inc. Employment Tax Policy Internal Revenue Service • Monitoring IRS records of your payroll tax accounts • Corresponding with the IRS • Payroll tax penalties – what causes them and how to avoid them Learn how to monitor IRS records of your tax accounts, avoid unnecessary penalty assessments, and become more proficient at working with the IRS to correct account problems.

Dealing With Employment Tax Penalties

Forum on Federal Payroll Issues

30509 Wednesday, 4:00 p.m. – 5:30 p.m., Session 3 40110 Thursday, 8:00 a.m. – 9:30 a.m., Session 4 Anita Bartels Chuck Liptz Senior Program Analyst, Director, Employer Wage Employment Tax Policy Reporting and Relations Staff Internal Revenue Service Social Security Administration Katherine Lotspeich John Shofi Acting Chief, Verification Division Supervisory Special Agent, Worksite Enforcement U.S. Citizenship and Immigration Services U.S. Immigration and Customs Enforcement Daphne Risch, Esq. Randall O’Neal Employer Services Team, Regional Director of Enforcement, Task Lead Wage and Hour Division Office of Child Support Department of Labor Enforcement • How has the calculation of taxable group-term life insurance changed under IRS’s new cafeteria plan regulations? • Can I recover a wage overpayment by reducing an employee’s unused vacation time? • If I use E-Verify in the states that require it, am I subject to claims of discrimination if I don’t use it in other states? • How do I handle a child support order for an employee who’s already declared bankruptcy? These are just some of the issues this distinguished panel will address, but the specific questions come from you. To ensure your questions are answered, e-mail them to smezistrano@americanpayroll.org by March 14, 2008. Different questions are addressed in each session. Questions from the floor will be taken as time permits. 40108 Thursday, 8:00 a.m. – 9:30 a.m., Session 4 Larry White, CPP Joseph Tiberio Director of Payroll Training Program Manager, American Payroll Association Employment Tax Policy, SBSE Internal Revenue Service

50109 Friday, 8:00 a.m. – 9:30 a.m., Session 7 Margie Shattuck, EA, CPP Laurie Tuzynski Federal Compliance Director Program Manager, Penalties ADP Internal Revenue Service • Learn options to have penalties removed • Understand reasonable cause criteria • Review IRS guidelines and the Reasonable Cause Assistant (RCA) • Know your options if your request is denied • Learn the abatement filing deadlines • Understand IRP civil penalty assessments and abatements This workshop offers the necessary tools to effectively challenge IRS Failure to Deposit (FTD) penalties and Information Return Program (IRP) penalties. It provides valuable information that has been instrumental in successfully securing penalty abatements in various circumstances.

Electronic Payments for Child Support

50110 Friday, 8:00 a.m. – 9:30 a.m., Session 7 Nancy Benner Wilma (Jean) Lewis-Baker Employer Services Specialist Payroll IS Supervisor Office of Child Support Enforcement 7-11, Inc. Beverly Dobesh Christa L. Arocha-DeLeon Director of Education Services EFT Operations Manager SWACHA – The Electronic TX Office of the Attorney Payments Resource General • How to remit child support payments electronically using your own payroll software • How to remit child support payments electronically using a state’s online payment service • What to do if you make a mistake This workshop focuses on the various methods employers can now use to remit child support payments electronically, including web site payments (ACH debits) and ACH credit payments (EFT). A major employer’s experience and state participation will be included in this session.

Child Support Invades Cyberspace!

Dealing With an IRS Audit

22

50309 Friday, 2:20 p.m. – 3:50 p.m., Session 8 Daphne Risch, Esq. Amorette Bryant, CPP Employer Services Team, Task Lead President Office of Child Support Enforcement ABryant Consulting • The latest on the eIWO project The electronic income withholding order (eIWO) project has taken on a new dimension as it looks to national implementation via a centralized, electronic portal. This cyber-vehicle will provide states and employers with “one-stop” for sending and responding to income withholding orders electronically. Come hear about the current status of this exciting project and how you can be involved!

Government Affairs
Using the Internet for Federal, State, and Local Payroll Research - Advanced Implementing a Payroll Privacy Plan
60108 Saturday, 8:00 a.m. – 9:30 a.m., Session 9 Samuel Kerch, CPP Controller Symmetry Software • Using primary and secondary research tools • Utilizing Intranets for information reporting • Researching tax protester claims • International payroll and withholding research This fast-paced session delves into online research tools and techniques that payroll professionals can use right away to refine their skills. Utilizing both government and commercial websites, attendees will learn to recognize accurate and outdated information on any withholding tax topic. Attendees will also learn ways to publish information to save time. For experienced Internet users only, this course will provide a framework for dealing with whatever issues arise in the future. 60109 Saturday, 8:00 a.m. – 9:30 a.m., Session 9 William Dunn, CPP Carla Gracen, MEd, CPP, CIPP Manager of Government Relations Senior Product Manager American Payroll Association Ceridian • Align a privacy life cycle model with payroll • Obtain tools to design privacy policies, procedures, and controls • Implement and manage a solid privacy program for payroll • Share techniques to communicate the privacy program within your organization Planning a privacy initiative for payroll requires insights to develop a privacy strategy. Keeping track of the myriad of applicable privacy laws, regulations, and supporting privacy guidelines can be daunting without adequate processes in place. Attend this session to learn about a strategic approach to develop a solid privacy program for payroll processing in the United States.

Organization and Personal Management
From Adversaries to Allies: Gender Communication in the Workplace
30209 Wednesday, 10:20 a.m. – 11:50 a.m., Session 1 Lenora Billings-Harris, CSP Professional Speaker • Identify the 3 major male and female communication tendencies • Explore the 5 habits that hinder effective communication • Manage gender conflict more effectively This fun presentation will help you improve your communication skills with the opposite gender. You will explore ways to say what you mean in a way the other gender will understand. This insightful session will help both men and women learn how to express themselves in a way that improves results. By practicing techniques that recognize communication differences without value judging, you will discover your own hidden communication strengths. • • • • How to plan for your documentation project What to include and not to include How to get organized and get going Writing techniques, style, and structure Documentation of systems and procedures continues to play an important role in payroll organizations, especially due to ongoing technological enhancements that support payroll operations and the impact of the Sarbanes-Oxley Act on payroll internal control requirements. This workshop examines how to create and maintain effective documentation for all your varying needs.

Advanced Career-Building Speaking and Presentation Skills

Time Management – How to Make the Most of Every Day

30210 Wednesday, 10:20 a.m. – 11:50 a.m., Session 1 Alison Ward, Msc, FIPP (dip), FPII (dip) Director Institute of Payroll Professionals • Tips on how to make the most of your working day • How to get a better balance of work and home life • Learn how to say NO Do you end each day still not having achieved what you hoped to do? Do your meetings run over or are you always late? This workshop discusses the problems of time management and gives suggestions on how to introduce better personal practices. Learn how a dot can become a habit, how you can dine on an elephant, and how you can get your desk tidy.

30412 Wednesday, 2:15 p.m. – 3:45 p.m., Session 2 Patricia Fripp, CSP, CPAE Professional Speaker – A Speaker for All Reasons • Eleven little-known scripting and delivery techniques that take you from good to great • The psychology of how to connect with an audience of one or one hundred The higher up the corporate ladder you climb the more important your presentation skills will become. Your career growth will be accelerated when you learn the necessary skills to prepare and deliver effective staff-inspiring, reputation-building, and sales-inducing presentations. This session will include “mini” coaching from willing participants.

Keeping Your Team in Tune

Basic Career-Building Speaking and Presentation Skills

30211 Wednesday, 10:20 a.m. – 11:50 a.m., Session 1 Patricia Fripp, CSP, CPAE Professional Speaker – A Speaker for All Reasons You will learn how to: • Solidify your thoughts into structure • Open with impact and close each presentation on a high point • Connect both emotionally and intellectually with every audience • Present to your senior management If you deliver a presentation, training, run a meeting, or report to senior management, you need to attend this basic speaking seminar. You will learn to organize and deliver your remarks in a way they are remembered – for all the right reasons.

30413 Wednesday, 2:15 p.m. – 3:45 p.m., Session 2 Patrick Henry Motivational Entertainer Patrick uses original songs, hilarious stories, and audience participation to show groups how to “keep their team in tune....and have customers, employers, and co-workers singing your praises.” Patrick draws from his years as a musician and band leader to show that running a successful business or department employs the same principles as running a successful band. It all starts with everyone playing the same song.

Developing Effective Training Plans

Documenting Your Procedures and Processes

30212 Wednesday, 10:20 a.m. – 11:50 a.m., Session 1 40509 Thursday, 4:00 p.m. – 5:30 p.m., Session 6 Irene Chapman, CPP Payroll Consultant/Instructor

30510 Wednesday, 4:00 p.m. – 5:30 p.m., Session 3 Sarona-Lee Wilde, CPP Payroll Manager Portland Public Schools • What is a training plan? • How to structure the plan • Who should contribute to the plan and how • Documenting and using the plan You have a new staff member join the team and need to get them trained. Where do you start? How can you make their training flow logically for your work environment? How can you tell everything’s been covered in their training? How can you ensure individuals receive essentially the

23

Organization and Personal Management
same training? Here we’ll discover how to accomplish all this with a formal training plan customized for your group or department.

Building a Talented Payroll Department

30511 Wednesday, 4:00 p.m. – 5:30 p.m., Session 3 Phil Willingham Regional Vice President Robert Half International • Effective hiring strategies • Current hiring trends and how they impact recruiting efforts • Researching salary trends • Finding skilled job candidates - where and how In a competitive hiring environment, how can organizations distinguish themselves as a place where top payroll professionals want to work? What skills and specialties should employers seek in applicants? How can they find these candidates? What salary trends are impacting hiring? This presentation addresses these areas and also provides an overview of the hiring outlook and discusses proven techniques for successful recruitment strategies. 40111 Thursday, 8:00 a.m. – 9:30 a.m., Session 4 60111 Saturday, 8:00 a.m. – 9:30 a.m., Session 9 Linda M. Obertin, CPP Ron Moser, CPP Vice President of Supervisor of Human Resources Operations Excellence Ken-Ton Schools Fidelity Employer Services Company • Building a successful payroll and human resources team • Speaking the same language • Roles and responsibilities of each function • Effective tools for data sharing This workshop focuses on developing the relationship between payroll and human resources. Effective and efficient service delivery requires bridging the gap between these functions. This workshop provides the foundation you need to begin the process.

• Clarify your thinking to communicate in less time • Master the art of self-introduction and one-to-one speaking skills In reality, if you have brilliant ideas and no confidence to share them, you will never get the credit for having them! Patricia Fripp teaches you career-building strategies that can get the attention of upper management and have a long-term impact on your career.

Equip Yourself for the FPC and CPP Exams

Payroll and Human Resources as Partners

40412 Thursday, 2:15 p.m. – 3:45 p.m., Session 5 Connie Connor, CPP Bradley R. Patterson, CPP Director of Education Manager, Global Human Resource American Payroll Association Solutions PricewaterhouseCoopers Robyn Maslouski, CPP Director, HR Services Delivery Cardinal Health, Inc. • A review of the exams: structure, scoring, and registration • Preparation for taking the exams • Practice exam questions • Q & A session on the certification process In this workshop, we will discuss the benefits of professional certification; the FPC and CPP examinations’ format, scoring, and content outline; and suggestions for preparing to earn your FPC or CPP designation. This workshop is for those who plan to sit for the exam.

Fundamentals of Effective Business Writing

How to Make Change Work for You

40112 Thursday, 8:00 a.m. – 9:30 a.m., Session 4 Al McCree Professional Speaker • Ever increasing change in the world and the payroll industry • How to use power and communication to achieve superior results • How to recognize and use changes to provide enhanced quality This interactive presentation blends information and humor with original music. It is based on the premise that when we are informed and proactive, we can make a positive impact on in the workplace and our career goals. This session provides methods for determining what changes really matter and how to ride the wave of change for success.

40413 Thursday, 2:15 p.m. – 3:45 p.m., Session 5 Jim Hocker Senior Manager, Corporate Communications American Payroll Association • Preparing to write – the writing process • Navigating the review and approval process • Writing reports, letters, e-mails, etc. • Grammar guidelines, style notes, punctuation pointers • Word usage and words to watch This workshop covers the fundamentals of any writing assignment: defining the task, identifying the audience, conducting research, honing the message, and gaining final approval of the project. This session will review several kinds of writing including reports, letters, e-mails, and procedural documents. Some important tips on style, grammar, and language usage will be presented to help the writer enhance clarity and minimize miscommunication.

Leadership and Creativity in Your Payroll Department

Developing a Cohesive Team

40410 Thursday, 2:15 p.m. – 3:45 p.m., Session 5 Dennis G. Danilewicz, CPP Director of Payroll NYU Medical Center • How to structure your teams • The role of the leader in setting a vision and charting a course • Including team members in the process • Rewarding the right behavior Calling people a team doesn’t make them one! These days, doing more with fewer resources means moving away from individual excellence and toward team excellence. This workshop chronicles one department’s work in implementing teams, and highlighting the successes as well as the items they wish they could do over again. 40411 Thursday, 2:15 p.m. – 3:45 p.m., Session 5 Patricia Fripp, CSP, CPAE Professional Speaker – A Speaker for All Reasons • Position your reports in a way senior managers will listen

40510 Thursday, 4:00 p.m. – 5:30 p.m., Session 6 50111 Friday, 8:00 a.m. – 9:30 a.m., Session 7 Patricia Fripp, CSP, CPAE Professional Speaker – A Speaker for All Reasons • The most effective leadership technique available to you • The number one way to motivate others • Areas to find innovation you may have overlooked Learn leadership and creativity principles and techniques that are used in Fortune 100 companies and that can be adopted in your payroll department. Money savings and increased productivity are the results of these techniques.

Using Metrics

Selling Yourself and Your Ideas to Upper Management

24

40511 Thursday, 4:00 p.m. – 5:30 p.m., Session 6 J.W. Fiocchi, CPP Payroll Consultant • Develop meaningful metrics for your organization • Use metrics in presenting your ideas • Report metrics to management • Use metrics to measure performance Learn how metrics can be used in your organization to measure performance, identify inefficiencies, define baselines, provide a basis for benchmarking, and provide meaningful reporting. This workshop identifies Key Performance Indicators (KPIs) and how to use them in a meaningful way. Let the numbers do the talking when presenting to management – they speak louder than words.

Organization and Personal Management
Management Skills for the New Payroll Manager
40512 Thursday, 4:00 p.m. – 5:30 p.m., Session 6 Vickie B. Majors, CPP Americas Payroll Operations Director IBM • Responsibilities and skills of an effective manager • Cultivating valuable resources • Handling authority appropriately • Development of staff Have you been a manager for less than a year? If so, how can you be an effective leader? How do you motivate your staff? How do you network for success? In this workshop, you will identify the skills of an effective manager and learn how to develop your own personal road map for success. • What personalities/skill sets do you need to successfully work at home? • Key points in developing your proposal – how will this benefit the employer? • Providing your employer with performance metrics There are many reasons we may need to have our staff work from home, but many of us don’t know how to ask or sell the plan to management. This session will give you the tools and resources you need to balance your staff’s work locations.

Celebrating Your Natural Gifts

Building the Feedback Muscle

50112 Friday, 8:00 a.m. – 9:30 a.m., Session 7 Sarona-Lee Wilde, CPP Payroll Manager Portland Public Schools • Why feedback is critical to the individual and organization • Keys to giving and receiving feedback Useful information allows us to improve our performance. Without it, unresolved issues brew and eventually cause adverse issues, which then consume the time and energy of everyone involved. Giving and receiving feedback is a critical skill that we need to practice and get comfortable with to be effective personally and professionally. We’ll learn the keys and have some practice in this session to set you on your way to building this skill set into muscle strength.

50311 Friday, 2:20 p.m. – 3:50 p.m., Session 8 Al McCree Professional Speaker • How to determine your natural gifts and aptitude • How to be successful doing what you love to do most • How to inspire others to discover and use their natural gifts This dynamic, interactive presentation blends information and humor with original music. It is based on the premise that when we are happy, we are probably using our natural gifts. This session provides methods for determining your gifts and aptitudes. It also explores your uniqueness and style as well as methods for sharing your gifts with others. Expect to leave motivated and inspired to celebrate your natural gifts by helping others personally and professionally.

How to Develop Stories to Inspire, Instruct, and Motivate

Getting Started With Human Resources/Payroll Best Practices

40513 Thursday, 4:00 p.m. – 5:30 p.m., Session 6 50113 Friday, 8:00 a.m. – 9:30 a.m., Session 7 Ian J. Mise Bill Parker President & CEO Vice President of Shared Services LeadingEdge Payroll Group, Inc. Sprint Nextel Communications • Defining best practices • Best practices and correlation to benchmarking • Organization structure, service delivery modeling, people strategy, technology, process, and culture Identify how to improve organizational performance, address customer requirements, and increase accountability by focusing on results, service levels, quality, costs, compliance, and customer satisfaction. Leading organizations are turning towards best practices to achieve critical objectives. Best practices are the means by which leading organizations have achieved top performance. This session will teach you the critical concepts, provide the foundational setting, and most importantly, teach you the initial key steps in moving in this direction. 50114 Friday, 8:00 a.m. – 9:30 a.m., Session 7 Felicia Cheek Larry White, CPP Payroll Advisory Program Manager Director of Payroll Training The Hackett Group American Payroll Association • Learn what world class payroll performance looks like • Learn what world class payroll organizations do better • Learn what best practices world class payroll organizations use • See how you compare to world class payroll organizations This session will focus on world class payroll performance, sharing metrics, best practices, and trends of world class organizations. We will look at the practices they use to achieve world class performance in efficiency and effectiveness. How they do it will focus on organization reporting structures, ERP system usage, sourcing solutions, and other practices that make them world class.

50312 Friday, 2:20 p.m. – 3:50 p.m., Session 8 Patricia Fripp, CSP, CPAE Professional Speaker – A Speaker for All Reasons • Two unbeatable story formulas • Where to find your best business examples Stories and examples are the most effective way to inspire, instruct, motivate, and explain the complex to your audiences of one or 1,000. In this entertaining session you will learn how to create stories and make them memorable. If you are a teacher or manager in your payroll career, this is a valuable skill to develop.

Customer Service for Payroll Professionals

A World Class Payroll Organization

50313 Friday, 2:20 p.m. – 3:50 p.m., Session 8 Irene Chapman, CPP Payroll Consultant/Instructor • Managing customers’ expectations • Handling the angry employee • Delivering bad news • Recovering when you have made a mistake This workshop sets the stage for achieving exceptional customer service by helping you develop good communications, active listening, and media skills. Additionally, you’ll get tips and strategies for handling the types of customer contacts you are most likely to experience in payroll.

Communicating Payroll Issues to Employees

Do You Need Your Staff to Work From Home?

50310 Friday, 2:20 p.m. – 3:50 p.m., Session 8 Laura J. Scott, CPP Payroll Implementation Manager ACS • What type of PR positions can easily transition to telework/working from home?

50314 Friday, 2:20 p.m. – 3:50 p.m., Session 8 Ron Moser, CPP Supervisor of Human Resources Ken-Ton Schools • Assist employees in understanding their paychecks and Forms W-2 • Provide timely and effective communication on employee overpayments • Learn how to use technology and other innovations to communicate payroll issues to employees Want to cut down on calls from your employees? One of the biggest challenges a payroll department faces is helping employees understand payroll issues that affect their pay. This workshop will explore available tools to communicate payroll situations and events to employees in a timely and understandable manner. Techniques will be shared on using technology, new hire orientations, and other innovations to effectively communicate payroll issues to employees. Sample forms and letters will also be provided.

Chapter Exchange

50315 Friday, 2:20 p.m. – 3:50 p.m., Session 8 Teresa Lopez Chapter Relations Manager American Payroll Association

25

Organization and Personal Management
• Network with chapter members from across the U.S. • Share best practices • Learn more about the Chapter Leadership Seminar, the CHAMPS Mentor Program, and National Payroll Week • Join us for an exciting presentation of chapter awards You and other chapter members can use this ideal networking opportunity to share what’s worked successfully in your chapter. Meet your peers from more than 142 APA local chapters during this interactive session. Sit with chapter members from your region and participate in Table Topic Discussions that will be facilitated by your APA Regional Advisor. You will also meet some of APA’s Board Members and volunteers from APA’s CHAMPS chapter mentor program. Several chapters will also be recognized for their achievements in the past year. Wear your chapter logo to the workshop and receive a small prize. 60110 Saturday, 8:00 a.m. – 9:30 a.m., Session 9 Jenny Provenzano, CPP Cynthia Mann Partner Manager Vice President of Payroll Kronos, Inc. ResCare, Inc. • Articulate how one payroll department successfully built a winning business case and its impact on payroll • Identify the appropriate steps in building a winning business case • Develop a winning business case for a workforce management solution Achieving the funding for a new initiative is an obstacle for many payroll professionals. Payroll professionals must build a compelling business case to demonstrate how the initiative can streamline the payroll process by reducing errors and eliminating administrative tasks. This case study will profile how the vice president of payroll at ResCare successfully developed a business case that secured her the funding for a new technology initiative. This case study will highlight best practices in building a business case and educate payroll professionals on how to successfully secure the funding they need. Are you interested in taking charge of your future? This workshop is an opportunity to learn the basics of setting up your own payroll consulting practice. With the continued trend of outsourcing and streamlining, many payroll professionals are finding the playing field is no longer as level as it used to be. Businesses today are looking to keep costs down while still maintaining productivity. The payroll expertise that once existed inhouse often has been sacrificed to favor the bottom line. But when more complex problems arise, management must now look to the outside for expertise. Learn from others with established, successful, independent consulting practices.

Shared Services – How Can It Help Your Company?

Building a Winning Business Case: A Case Study

60113 Saturday, 8:00 a.m. – 9:30 a.m., Session 9 Patricia Lake Cady, CPP, CPA, CTP Functional Payroll Consultant Hewitt Associates • Assessing the benefits of a shared services environment • Strategic decision-making and planning processes • Implementing shared services Many companies are moving toward shared services centers for their corporate functions. This workshop will identify advantages of moving to this model, as well as challenges and success factors. Learn how to staff shared services positions, establish service level agreements, and measure progress and success.

Taking Payroll and Your Career to New Heights

Payroll Consulting as a Career

60112 Saturday, 8:00 a.m. – 9:30 a.m., Session 9 Michael Pappas, CPP Owner/Managing Director MP Consulting Services • Setting your goals • Defining your skill sets and/or niche • Building a business plan

60114 Saturday, 8:00 a.m. – 9:30 a.m., Session 9 Jason Low Managing Director The Association for Payroll Specialists • Gaining support from senior management • Increasing the profile of payroll • Increasing your profile and salary Your work is first-rate, but no one really knows you exist. Out of frustration you ask, “What do I need to do to get someone in this organization to recognize my value and notice my skills?” In this workshop we will identify effective steps that will help you raise your profile and make people notice you.

Personal Finance
Personal Financial Planning for a Secure Future – Basic
30414 Wednesday, 2:15 p.m. – 3:45 p.m., Session 2 David M. Young, CPA Associate Treasurer & Tax Manager Kent State University • Managing your financial inflows and outflows • Understanding good and bad debt • An overview of personal financial education resources • Basic investment strategies Is it time to take control of your personal finances? If yes, then this workshop is for you. It is designed to give you the basic knowledge to start building a secure financial future. The Social Security Administration wants you to understand what Social Security benefits can mean to you and your family’s financial future. This session will explain the basics of Social Security’s retirement, disability, and survivor’s insurance programs. It will also outline options for choosing when to retire and how work affects your benefits.

Personal Financial Planning for a Secure Future – Advanced

Social Security: What’s in It for Me?

26

40515 Thursday, 4:00 p.m. – 5:30 p.m., Session 6 Tom Clark Public Affairs Specialist Social Security Administration • Social Security is more than retirement • How you become eligible for Social Security benefits • Early retirement, full retirement age, and delayed retirement • If you work and get benefits

60115 Saturday, 8:00 a.m. – 9:30 a.m., Session 9 David M. Young, CPA Associate Treasurer & Tax Manager Kent State University • Using electronic tools in your financial plan • A review of tax advantaged investment products • Setting up time lines • Clarifying your tolerance for risk • An overview of modern portfolio theory If you have a financial game plan in progress, then this workshop is for you! This session will build on the basic knowledge you’ve acquired to help you secure your financial future. You will learn how to maintain a diversified portfolio and understand what those pesky investment terms and formulas really mean.

Special Industry Forums
Forum for Strategic Payroll Practices – Part 1: Payroll Best Practices Study
30213 Wednesday, 10:20 a.m. – 11:50 a.m., Session 1 Scott Bolman Bill Parker, CPP Director, Human Capital/Strategic Change Vice President of Shared BearingPoint Services Sprint Nextel Communications Find out what payroll professionals are doing to make their operations leaders in the industry from APA’s Best Practices Benchmarking Study. Explore the study’s trends in payroll cost per check and other important payroll metrics and how the leading companies have reduced costs. Find out what best practices have been adopted, processes that work well, and those that continue to be a challenge. not having the economies of scale of larger service providers or vying for recognition by state agencies. This open forum provides an opportunity to address your concerns and network with your peers.

Forum for Payroll Service Providers – Part 2: Legislative and Regulatory Update

Forum for Strategic Payroll Practices – Part 2: Best Practices Case Study

30415 Wednesday, 2:15 p.m. – 3:45 p.m., Session 2 • First-hand advice directly from APA’s Prism Award winners • How to identify best practices for your company • How to sell best practices to senior management • How to implement best practices at your company APA’s Prism Award winners have demonstrated their best practices so now let them teach you! In this session, APA’s Prism Award winners will share their experiences in identifying the best practice for their organization, selling the practice to management, and implementing the practice at their organization. Hear from the winners about how they managed the change to best practices in their organization.

30416 Wednesday, 2:15 p.m. – 3:45 p.m., Session 2 Peter Isberg, CPP Wendy Seyfert, CPP President Vice President, Agency Relations National Payroll Reporting ADP, Inc. Consortium, Inc. Hear about the latest legislative and regulatory trends and developments affecting employers and payroll service providers. Topics include diverse new edits and mandates for electronic filing systems, W-2 and quarterly wage reporting issues, SSN protection mandates, payroll debit cards, major local tax changes, and federal and state legislation regulating payroll service providers.

Forum for Payroll Service Providers – Part 3: Electronic Client Account Access (e-Services)

Forum for Strategic Payroll Practices – Part 3: Dashboards and Scorecards

30512 Wednesday, 4:00 p.m. – 5:30 p.m., Session 3 Linda M. Obertin, CPP Brent Gow, CPP Vice President of Operations Excellence Director, Pay Services Fidelity Employer Services Company and Advisory Starbucks Coffee Company • Overview of dashboards and scorecards • How to get started: designing your organizational dashboard and scorecard • Scorecards and dashboards as critical management tools • Tips on developing your organizational dashboard and scorecard The ultimate payroll department success story is based on metrics. Metrics exist in every organization but need to be organized effectively and utilized as performance “indicators” and “measurements” for your business. Dashboards and scorecards provide a mechanism for organizing metrics. Dashboards provide an indicator of “How your payroll department is performing today” while scorecards reflectively report “How well your payroll department performed last period.” Dashboards and scorecards are important tools for any organization and essential for the payroll function. This workshop will provide an overview of dashboards and scorecards and how these tools can be effectively leveraged in your organization.

30513 Wednesday, 4:00 p.m. – 5:30 p.m., Session 3 Tony Tullo Shelley Dockstader Federal Compliance Director Stakeholder Liaison for Payroll ADP Tax & Financial Services Reporting Agents Internal Revenue Service Third-party payroll reporting agents (RAs) will learn how to register for and use the IRS electronic self-service Web-based customer service products. They will also be made aware of enhancements since the program was launched in May 2007. There will also be a presentation regarding IRS Publication 4557, Safeguarding Taxpayer Data, and the effect it has on Reporting Agents.

Forum for Payroll Service Providers – Part 4: Payroll Fraud and You

40114 Thursday, 8:00 a.m. – 9:30 a.m., Session 4 Michael Magness Manager, SBD Payroll Risk Management Intuit Payroll Services • Has your company been a victim of scammers fraudulently signing up for payroll service? • Have you ever asked what you can do to stop these people? • Do you want a way to warn others about these fraudsters? This session will cover emerging fraud trends in the payroll market, what best practices you can adopt to stop these payroll scammers, and how we can all share data on these individuals.

Forum for Payroll Systems Professionals – Part 1: Federal Initiatives Impacting Payroll Systems Professionals

Forum for Strategic Payroll Practices – Part 4: Change Management in the Payroll Department

40113 Thursday, 8:00 a.m. – 9:30 a.m., Session 4 Ron Cunningham Dennis G. Danilewicz, CPP Senior Manager Payroll Director of Payroll Hewitt Associates Inc. NYU Medical Center • Establishing and selling your vision for change • How to use small wins to accomplish your larger goal • What has caused some initiatives to fail and how you can prepare to meet that challenge head-on Change happens around us every day. Sometimes the change is relatively minor and other times significant. If we experience and accept change every day why is it so hard to institute change at work? This workshop will explore successful strategies that you can use to capture the hearts and minds of your team as you implement change initiatives. Forum for Payroll Service Providers – Part 1: Small to Mid-Size Service Providers Roundtable 30214 Wednesday, 10:20 a.m. – 11:50 a.m., Session 1 Christian Hoyt, CPP President Pay USA Inc. Small to mid-size service providers face unique challenges, whether it’s

30215 Wednesday, 10:20 a.m. – 11:50 a.m., Session 1 Deborah Viers Traylor, CPP Anita Bartels Senior Lead, Human Capital Senior Program Analyst, Deloitte Consulting, LLP Employment Tax Policy Internal Revenue Service Chuck Liptz Director, Employer Wage Reporting and Relations Staff Social Security Administration Hear the latest technical updates impacting payroll systems professionals from the Internal Revenue Service, Social Security Administration, and more. If you are a systems professional, this workshop is for you. Come with your questions and get answers from officials who know.

Forum for Payroll Systems Professionals – Part 2: Roundtable Discussion

30417 Wednesday, 2:15 p.m. – 3:45 p.m., Session 2 Deborah Viers Traylor, CPP Senior Lead, Human Capital Deloitte Consulting, LLP Network with fellow systems professionals to discuss federal and state challenges and technological enhancements impacting payroll systems today and into the future. We’ll talk about payroll conversion and interface issues, self-service, the best time to go live with the new system, and many more hot-button topics.

27

Special Industry Forums
Forum for Payroll Systems Professionals – Part 3: Paycard Technical Implementation and Support
30514 Wednesday, 4:00 p.m. – 5:30 p.m., Session 3 Mark Smith Traci Jacobs VP Client Services Senior Vice President – Sales Money Network Skylight Financial, Inc. • Program design alternatives and industry statistics • Program implementation best practices – getting the most from your program • Funding options • Thinking beyond payroll: additional card applications What are the processing requirements to implement a paycard program? What is the difference between paycards and direct deposit? Learn about enrollment requirements for both payroll systems and the paycard providers and understand the processing options and requirements for funding paycards. Find out about instant enrollment and instant funding. Darrell Kozuch Executive Director, HR Admin., Operation & Support University of Virginia • Tax-sheltered annuity program compliance with the comprehensive 403(b) regulations • Faculty pay schedules and other arrangements for NQDC under the final 409A rules • Section 457’s dramatic impact on NQDC in college and university settings Our experienced panel will discuss these and other retirement plan issues. Plan administration, limitations, opportunities, and requirements will also be the focus of this year’s higher education workshop.

Tips in the Service Industry

Forum for Payroll Systems Professionals – Part 4: System Security

40115 Thursday, 8:00 a.m. – 9:30 a.m., Session 4 • Intranet vs. Extranet • Securing your web applications • Secure Socket Layer (SSL) Encryption Does your organization depend on an intranet or extranet for its day-today processes? Do you know what the differences are? What security should be in place for these networks? This session will cover security and access level issues and help you determine how vulnerable your Web-based applications are.

40116 Thursday, 8:00 a.m. – 9:30 a.m., Session 4 Michael Thom Barbara Youngman, CPP Tax Director & Asst. Corporate Secretary Legal Compliance Manager Marriott International, Inc. Brinker International, Inc. Daniel Lauer National Tip Compliance Program Manager Internal Revenue Service Tips and social security numbers are the two largest challenges for payroll professionals in the service/hospitality industry. Join this interactive workshop as we discuss these hot items and how they impact our employees, employers and payroll. Plan to network with your peers, share your experiences, and walk away with the most current trends and requirements affecting our industry today.

Payrolls in the Gaming Industry

Retail Industry Payrolls

30216 Wednesday, 10:20 a.m. – 11:50 a.m., Session 1 Marcia Aamodt Director of HRIS/Payroll Services Abercrombie & Fitch Are you faced with high turnover and seasonal help? Do you have locations all over the country, possibly the world? Do you have problems with outdated addresses? If you do, you are not alone. The retail world faces unique challenges each and every day. This session will focus on these issues and how to solve some of the dilemmas facing payroll within the world of retail. Join in the discussions and develop a network of peers in the retail industry. The session will allow time for open discussion and exchange of information.

40414 Thursday, 2:15 p.m. – 3:45 p.m., Session 5 Martin Armstrong, CPP Gretchen Inouye, CPP Director of Payroll Payroll Manager Harrah’s Entertainment Wynn Las Vegas • Understanding the IRS Gaming Industry Tip Compliance Agreement (GITCA) and the Attributed Tip Income Program (ATIP) • Overtime calculations for hourly workers employed at two or more jobs • Habitual challenges – time and attendance issues, proper tip reporting, and zero paychecks • From paymaster to payroll manager – a new look at payroll leadership Payroll in the gaming industry is a 24-hour profession that offers compliance issues unlike any other! Join two gaming industry experts as they discuss unique industry-related challenges.

Health Care Payrolls

30515 Wednesday, 4:00 p.m. – 5:30 p.m., Session 3 Discuss the latest issues that payroll professionals in the health care industry deal with daily. Be part of an interactive question and answer workshop designed to meet the rapidly changing needs of the health care industry. Network with your industry peers as we discuss regulatory and legislative issues impacting heath care payrolls. 50316 Friday, 2:20 p.m. – 3:50 p.m., Session 8 Robert J. Architect, Esq. Corey Lehr, CPP Senior Tax Law Specialist Director, Payroll Compliance & Administration Internal Revenue Service University of Cincinnati

Government/Public Sector Payrolls

Higher Educational Institutions Payrolls

40514 Thursday, 4:00 p.m. – 5:30 p.m., Session 6 Ron Moser, CPP Dave Wakeling, CPP Supervisor of Human Resources Payroll Manager Ken-Ton Schools Authority Los Angeles County Metropolitan Transportation Authority Sunita Lough Director, Federal, State, and Local Governments Internal Revenue Service Join your fellow public sector payroll professionals for a roundtable discussion on the latest issues affecting this industry. This workshop is designed to highlight topics important to each attendee, so bring your questions for this interactive session.

International Forums
Introduction to U.S. Nonresident Alien Tax Withholding
30217 Wednesday, 10:20 a.m. – 11:50 a.m., Session 1 Patrick Landers Senior Manager International Executive Services KPMG, LLP • Defining resident and nonresident aliens • Calculating the proper amount of tax to withhold • Determining whether income is from U.S. or foreign sources This workshop is an introduction to nonresident alien tax withholding and reporting issues. It will help you make sense of complex IRS regulations governing payments to students, scholars, trainees, interns, employees, and other international visitors. Find out who is a nonresident alien.

Advanced U.S. Nonresident Alien Tax Withholding and Reporting (Double Session)

28

30418 Wednesday, 2:15 p.m. – 5:30 p.m., Sessions 2 & 3 Ray Pascuzzi Patrick Landers Partner Senior Manager International Executive Services International Executive Services KPMG, LLP KPMG, LLP • An overview of U.S. withholding and reporting requirements for foreign nationals working in the U.S. • How to source compensation and scholarship/fellowship payments • Developing a tax compliance program This workshop will examine nonresident alien tax withholding and reporting

International Forums
issues with an emphasis on the practical application of complex IRS regulations. A brief review of the Introduction to U.S. Nonresident Alien Tax Withholding workshop is provided. It will also focus on the administrative compliance efforts of both non-profit and for-profit organizations.

Expatriate Payrolls – Compliance Requirements and Global Administration – Basic
40516 Thursday, 4:00 p.m. – 5:30 p.m., Session 6 Ray Pascuzzi Nita Patel, CPA Partner Senior Manager International Executive Services International Executive Services KPMG, LLP KPMG, LLP • An overview of international payroll delivery and compliance requirements • Documentation of assignment records • Determining taxability and reporting requirements of assignmentrelated payments This workshop examines the payroll reporting requirements that are unique to expatriates. The objective is to enhance your knowledge of reporting and withholding requirements, the mechanism of hypothetical tax, and the pros and cons of various tax reimbursement methods.

Payroll Policy for International Transfer of Staff – a Global Policy

30516 Wednesday, 4:00 p.m. – 5:30 p.m., Session 3 Alison Ward, Msc, FIPP (dip), FPII (dip) Director Institute of Payroll Professionals • What areas must be considered when an employee transfers between countries • What role can the payroll department play in strategic planning • Can there be such a thing as a global strategy This workshop covers the critical issues which must be considered when staff are on the move and the need for careful planning, documentation, and communication at every stage of the process. To avoid bad practices this session shows how to prevent problems by early involvement.

Multi-Country Payroll Management: A Practical Approach

Understanding Tax Treaty Benefits and Limitations

40117 Thursday, 8:00 a.m. – 9:30 a.m., Session 4 Paula Singer, Esq. CEO Windstar Technologies, Inc. • Residency rules for treaty purposes • Scholarship vs. wage payments • The “saving clause” and exceptions • Retroactive/prospective loss provisions • Treaties with unique features The U.S. has income tax treaties with more than 60 countries. This workshop provides the framework for understanding how tax treaty exemptions work. Find out about eligibility, coverage, and procedures that apply.

Developments in International Employee Data Privacy

40415 Thursday, 2:15 p.m. – 3:45 p.m., Session 5 William Dunn, CPP Carla Gracen, MEd, CPP, CIPP Manager of Government Relations Senior Product Manager American Payroll Association Ceridian • Obtain tools to develop and implement an effective privacy strategy for global payroll operations • Understand the legal, financial, and reputation risks associated with data protection • Review the core privacy laws and principles • Manage global payroll privacy issues effectively Managing payroll in a global context requires an understanding of the benefits and risks. Key privacy challenges for global payroll operations are the new and changing data protection laws that often impose inconsistent standards. A plan to stay current on requirements and a process to implement changes will ensure employee personal information is managed appropriately.

50115 Friday, 8:00 a.m. – 9:30 a.m., Session 7 50317 Friday, 2:20 p.m. – 3:50 p.m., Session 8 Keith Rodgers Alan Wigley, Ms. FIPPM Co-founder, Content Director Founder Webster Buchanan Research Global Payroll Solutions • Share the experiences of pioneering companies • Analyze the practical challenges of multi-country payroll management, from regulatory to technology issues • Assess the business case for in-house versus outsourced payroll management Managing payroll across multiple countries presents a host of challenges, from organizational and cultural issues to software limitations. Drawing from the experiences of companies that have begun to tackle these issues, this workshop provides a practical perspective on confronting the key challenges.

Understanding the Tax Equalization and Tax Protection Processes

Understanding Payments to Foreign Workers (Double Session)

50116 Friday, 8:00 a.m. – 9:30 a.m., Session 7 Deborah Spyker, CPP Senior Manager Ernst & Young, LLP • Understanding the difference between tax equalization and tax protection plans • Establishing policy and education of expatriates This session will describe the administration of the tax equalization (TEQ) process and tax protection from the company’s perspective so that company personnel can coordinate the process with the outside provider who prepares the expatriate’s pre-assignment estimated hypothetical tax, year-end actual hypothetical tax, and the year-end TEQ settlement (and explain it to the expat). The discussion will also address the withholding and GL entries from the company’s perspective and payroll tax reporting.

40416 Thursday, 2:15 p.m. – 5:30 p.m., Sessions 5 & 6 Paula Singer, Esq. Linda Dodd-Major, Esq. CEO Attorney at Law Windstar Technologies, Inc. • Honorarium payments (what is allowed and what is not) • Types of income and sourcing rules • Payment/reimbursement of business expenses and accountable plan rules • Categorization of “services” under immigration and tax law • SSN and employment taxation • Tax residency rules and impact This workshop explores the intersection between immigration law and tax law, coordinating functions and concepts that have been traditionally viewed as within either the HR or payroll/AP realm. It covers terms and concepts that are used differently under immigration and tax law and clarifies how the two operate both independently and together in diverse workforces. Due to the breadth and complexity of the subject, the workshop is offered in two parts. Open discussion will occur so that participants can learn from each other’s experiences.

Expatriate Payrolls – Compliance Requirements and Global Administration – Advanced

50117 Friday, 8:00 a.m. – 9:30 a.m., Session 7 Ray Pascuzzi Partner International Executive Services KPMG, LLP • Modifying withholding based on domestic U.S. tax code, tax treaties, and totalization agreements • Developing a global compliance system This workshop examines income tax treaties, totalization agreements, and the various international payroll delivery considerations, including the capture of payment-at-host information.

International Payrolls – Paying Foreign Nationals Worldwide
50118 Friday, 8:00 a.m. – 9:30 a.m., Session 7 Michele Honomichl CEO Celergo

29

International Forums
• Challenges of implementing international payrolls • Complexities of new country launches, acquistions, and divestitures • Management of international payroll compliance International expansions, acquisitions, and divestitures create a variety of issues that companies need to address as they implement international payrolls to pay their local employees. Employment contracts, insurance, holiday schedules, mandatory deductions, taxes, allowances, and payment cycles are just a few of the challenges presented to HR and payroll managers. This presentation will highlight the launch and management of operations in foreign locations, including examples of how companies have successfully navigated the international payroll landscape.

Global Payroll Challenges Roundtable

Canadian Payrolls – Taxation Issues

50318 Friday, 2:20 p.m. – 3:50 p.m., Session 8 Steven Van Alstine Director, Payroll Resource Group The Canadian Payroll Association • Canadian tax structure • Taxable vs. nontaxable income • Pensionable and insurable earnings • Withholding and remitting requirements The Canadian Payroll Association expert on Canadian taxation issues will clarify Canada’s complex tax structure. Topics include emerging taxation issues and employment tax regulations at the federal, provincial, and territorial levels. This forum addresses compliance and “must know” issues related to Canadian taxation. If you are responsible for a payroll in Canada, this is a workshop you cannot afford to miss.

60116 Saturday, 8:00 a.m. – 9:30 a.m., Session 9 Dee Ann Nelson, CPP Payroll Manager Alutiiq, LLC • Your company has obtained international work – now what? • International taxation – what resources are available? • Where do the states fall? Do you pay employees around the world? This interactive session will provide open discussion and exchange of ideas about the challenges of global payroll administration. Come join the discussion and develop a network of peers in the global payroll community.

Canadian Payrolls – Non-Taxation Issues

60117 Saturday, 8:00 a.m. – 9:30 a.m., Session 9 Jack Eastwood Consultant • Labour standards changes • Benefits requirements • Allowances review • Termination issues This workshop reviews the government agencies that affect payroll in Canada. Particular attention is given to the Canada Labour Code, provincial and territorial labour and employment standards, and regulations relating to the payment of wages, terminations, and record retention.

Technology Issues
Emerging Payroll Technologies
30218 Wednesday, 10:20 a.m. – 11:50 a.m., Session 1 Roger A. Smith, CPP Samuel Kerch, CPA, CPP Payroll Management Consultant Controller PayrollProf.com Symmetry Software • A look at yesterday’s technologies • Today’s technology • Emerging trends in payroll technologies As payroll professionals in today’s technology-rich work environment, we must keep pace with emerging technology. We need to understand concepts, terms, and business use. This workshop reviews the advances in the technology of today, and discusses how the technology is being applied in the payroll/HR arena and how to successfully benefit from it. attendance system, outsourcing a payroll process to a third party or establishing a relationship with a vendor to provide a service, the request for proposal (RFP) document is vital in identifying the right solution or provider. Learn an effective tool in the decision making process. 30517 Wednesday, 4:00 p.m. – 5:30 p.m., Session 3 Morné Swart Mark Nickson Vice President President CyberShift, Inc. Telliris Kevin Choksi Scott Grabowski President and CEO Director of Sales Workforce Software Recognition Systems • Biometric data collection for today’s market • Employee self-service, leave management, and labor analytics • Enterprise-wide time and attendance solutions • Software-based workforce scheduling In today’s world, having an enterprise-wide HR and payroll system is not enough to manage your employees efficiently. The leaders in enterprise workforce management have developed new technologies to help companies with varied and distributed workforces collect and utilize time data, provide employee self-service capabilities, and assist managers in effectively managing employee activities. Discover how these new technologies can help simplify the payroll process and optimize your resources.

Trends in Time & Attendance

Software-as-a-Service: What Is It and Why Should You Care?

30219 Wednesday, 10:20 a.m. – 11:50 a.m., Session 1 Bill Hicks CIO and Senior Vice President of Shared Services Ultimate Software • Why are businesses of nearly all sizes moving to “software-as-a-service” (SaaS) delivery models? • What makes SaaS payroll different from a traditional service bureau payroll? • How secure is your payroll data in a SaaS model? • Critical questions you must ask every SaaS provider There’s a fast-growing trend to streamline payroll and employeemanagement operations through “software-as-a-service” (SaaS). But what is SaaS exactly? Does it make sense for your business? You’ll learn why SaaS is such an appealing model – and the very best questions to ask a SaaS provider before signing up for their services.

Payroll/HR Self-Service Internet and Portal Technologies

Preparing and Analyzing Requests for Proposal (RFP)

30

30419 Wednesday, 2:15 p.m. – 3:45 p.m., Session 2 Irene Chapman, CPP Jenny Provenzano, CPP Payroll Consultant/Instructor Partner Manager Kronos Incorporated • The value of a current situational analysis • Key components of the RFP • How to use the RFP effectively for evaluations Is your organization considering a purchase, licensing agreement, or outsourcing? Whether you are evaluating a new payroll or time and

40118 Thursday, 8:00 a.m. – 9:30 a.m., Session 4 Mike Smith Senior Vice President, Market Development TALX Corporation • Web technology advancements • Portal enabling technologies lead the way • A review of popular portal/self-service surveys and trends • Case studies of successful employee portals. This workshop is an update on the continuing trend to leverage web technologies to more efficiently deliver payroll services. New payroll and HR processes are now available over the web, and many are quickly moving to the enterprise or employee portal. Learn how your organization can take advantage of web technologies to improve your bottom line while reaping the benefits of increased efficiency. In addition, learn about web 2.0 and its potential impact on payroll service delivery. Examples of successful employee portals will be shared and what made them winners.

Technology Issues
Paperless Payroll – Is It Really on the Way?
40119 Thursday, 8:00 a.m. – 9:30 a.m., Session 4 Pedro W. Cutiño, Jr. Director, Major Accounts Product Management ADP • The latest payment technologies and how they impact organizational efficiency • How these new technologies can offer cost savings to your organization • Determining which payroll option is right for your organization This workshop addresses the latest payroll technologies making “paperless payroll” a reality – and an efficient, lower-cost option for payroll and HR management. Participants will learn how providing pay statements through the Internet and W-4 modeling can help streamline the payroll process. Case studies will demonstrate how organizations are using these technologies and how they have helped to improve customer service with their internal “clients” – employees. More than just an overview of payroll cards and how they can be used effectively as an alternative to paper payroll checks, this workshop features payroll professionals with hands-on experience implementing payroll card programs for their companies. Learn the challenges and triumphs of providing electronic banking choices to your employees.

Automating Daily Tasks

Redesigning the Payroll Process for Success

40417 Thursday, 2:15 p.m. – 3:45 p.m., Session 5 Roger A. Smith, CPP Payroll Management Consultant PayrollProf.com • Process modeling and improvement overview • “Out of the box” thinking • Process improvement methodologies • Process modeling tools and techniques This interactive workshop will show you how to improve your payroll department by defining your current processes and designing improved processes using process modeling methodologies. See a demonstration of manual and computer-aided process modeling techniques.

50119 Friday, 8:00 a.m. – 9:30 a.m., Session 7 John Berube Vice President of Product Development MPAY Inc. • Creating Windows batch files • Task scheduling • Data manipulation and advanced manipulation As a busy payroll professional you need to spend more of your time on payroll issues and less on routine tasks such as copying data from one system to another. If you can get data electronically, you can also get it where it needs to be electronically and automatically. There is always a way! In this session, learn the tips and tricks to find that way.

Providing Employees With e-Forms W-2 and W-2c

Tips on Project Management

40418 Thursday, 2:15 p.m. – 3:45 p.m., Session 5 Jenny Provenzano, CPP Partner Manager Kronos Incorporated • Understand the impact of a new system on your organization • Who is on the project team? • When to implement? • What technology is needed for the project? In our multi-tasking business culture, many of us are assigned projects that we may not know how to tackle. This interactive workshop will provide you with the knowledge and tools you need to start a project, no matter how big or small, and see it through to successful completion.

50319 Friday, 2:20 p.m. – 3:50 p.m., Session 8 Martin Armstrong, CPP Craig Garritano Director of Payroll Vice President of Software Operations Harrah’s Entertainment, Inc. JAT Software • What are the IRS requirements? • How can you make e-Form W-2 work for your company? • Employee consent and retrieval • Employer Internet W-2c creation and delivery The IRS regulations regarding electronic W-2 and W-2c distribution are among the most groundbreaking changes in the payroll industry in many years. Learn how it can redefine your year-end processing. Hear how companies are reaping the benefits from an online W-2 and W-2c process and view a live demonstration of the technology.

Business Continuity Planning

Getting Your Employees Plugged In

40419 Thursday, 2:15 p.m. – 3:45 p.m., Session 5 Mike Smith Senior Vice President, Market Development TALX Corporation • Clear understanding of the automated/electronic employee lifecycle • Electronic advancements and future trends • Leveraging electronic methods across the complete employee lifecycle • Best practices: attracting & assessing talent, onboarding new hires & developing long-term employees Explore the complete employee lifecycle from the perspective of the current and future use of electronic or automated payroll/Human Resources processes. Best practices will be highlighted with a view toward electronic advancements and opportunities just around the corner. The session will start with the hiring process and the electronicbased processes designed to attract and assess the best new talent. Then we will explore how organizations are moving to onboard new hires, including I-9s, through electronic methods and then begin the process of developing the employee for a long term relationship.

60118 Saturday, 8:00 a.m. – 9:30 a.m., Session 9 Deborah Ellis Timberlake, Esq., CPP Brent Gow, CPP Global Payroll Process Leader Director, Pay Services and Advisory IBM Starbucks Coffee Company Glenn Heil, CPP Payroll Manager The Shaw Group, Inc. • Is the organization prepared in the event of a disaster? • Is the organization prepared for any type of disruption? • What can you do to prepare for these unplanned events? • Building a plan Often considered one of the lesser priorities on our “to do” list, a business continuance plan is a must for every organization. This workshop explores the importance and necessity of a business continuance plan and why it should be elevated to the top of your “to do” list. The focus is on disaster recovery planning to deal with the minor and major disruptions in today’s business environment and the impact on payroll. The objectives and benefits of having a plan in place, along with a step-by-step building process review, will also be addressed.

The Next Generation of Web Technology

Payroll Cards Case Studies

40517 Thursday, 4:00 p.m. – 5:30 p.m., Session 6 Brent Gow, CPP Pete Isberg, CPP Director, Pay Services and Advisory VP Government Affairs Starbucks Coffee Company ADP, Inc. • Different types of cards/bank account structure • Funding the cards/access to pay • Advantages to employee and employer

60119 Saturday, 8:00 a.m. – 9:30 a.m., Session 9 Jon Bohnert Executive Vice President Symmetry Software • Emerging online technology trends • Web 2.0 terminology and buzzwords • Payroll and the evolving Internet The world wide web continues to evolve. It is hard to believe the Internet has been around for more than 10 years. What did we ever do without it? This interactive workshop focuses on new technology that is changing the online world. Trends and technologies such as SaaS, Social Networking, RSS, AJAX, and Blogs will all be explained and discussed. This evolutionary phase is loosely labeled as “Web 2.0.” Payroll has certainly been influenced by the internet revolution thus far. Learn how Web 2.0 might impact payroll in the future.

31

For Your Entertainment
APA’s 2008 Congress presents

Paul Rodriguez!
Enjoy dessert and cocktails while being entertained by hot Hollywood actor and comedian Paul Rodriguez! This year APA is proud to present a night of laughs with the only stand-up comedian who can perform in two languages. Paul is a big-screen celebrity who has worked side-by-side with stars from Clint Eastwood to Cheech Marin. He also performs stand-up comedy world-wide and with the USO in the Middle East, including three visits to Iraq. Rodriguez’s break came when Norman Lear developed a weekly series for Paul after seeing him do comedy warm-ups for Lear’s show “Gloria.” His career spans three decades and includes starring roles in HBO comedy specials like Loco Slam and Live in San Quentin. Paul made his film debut with Mr. T in “D.C. Cab” and later co-starred in “Ali.”

Pay City Limits Big Rig Bash
8 p.m. - 9 p.m. Dinner 9 p.m. - 12 Midnight Party and Dessert Austin Convention Center
“Breaker, breaker, this is Payroll Tanker. Do you copy, W-2? Over.” “Roger that. Follow the stripes to Austin, Texas!”

Thursday, May 15, 2008
Sponsored by:

APA wants you to pull up your wheels to Exhibit Hall 4 at 8:00 p.m. where you are invited to enjoy live music while you chow down on hometown cookin’. Just remember, keep your thumbs off the glass and the smokeys off your…tail! We’ll catch you on the flip-flop at 9:00 p.m. when you roll up to Rock out to the sounds of The Mother Truckers! Exhibit Hall 5 for a rockin’ party! There are no road blocks between you and sweet desserts, music, games, a mechanical bull, and even live armadillo races! When you’re ready to catch some Z’s, it’s full throttle to The Garage where you can kick back and relax. Wear your best trucker’s get-up and join our convoy. “That’s a big 10-4! Over and out.”

APA Housing Reservation Form
The American Payroll Association’s 26th Annual Congress • May 13 - 17, 2008 • Austin, Texas
• All housing reservations for the 2008 Congress must be made with APA’s Housing Bureau. • Submit one form per room. If more than one reservation is needed, please duplicate this form. • Reservations are taken on a first-come, first-served basis. • If you would like to reserve a suite, please contact APA housing at (888) 266-7660.

Please Print
First name: ____________________________________________________ Last name: ________________________________________________________________________ Company name: _______________________________________________________________________________________________________________________________________ APA ID #: ______________________________________________________________________________________________________________________ _ Mailing address: _______________________________________________________________________________________________________________________________________ City: __________________________________________________________________ State/Province: _________________________________________________________ _ Zip + 4-digit/Postal code: ________________________________________________ ___ Country: _____________________________________________________________ E-mail: ________________________________________________________________________________________________________________________________________________
(Required for housing confirmation) (Area/Country Code)

Phone number: ______________________________________________________ Fax: ________________________________________________________________________
(Area/Country Code)

Reservations Must Be Received by APA Housing by April 15, 2008
(Indicate hotel choice in Convention Center order of preference)

Hotel Choice

Distance to Austin

Pre-Congress will be at the Hilton Austin. All other Congress activities will be at the Austin Convention Center.

Hotel

Single*

Double*

Triple*

Quad*

1 block 6 blocks (shuttle provided to Austin Convention Center) 1 block

Courtyard Austin Downtown

$154

$154

$154

$154

Embassy Suites Town Lake

King Suite: $159/$169 (sgl/dbl) Dbl/Dbl Suite: $169/$169

Four Seasons Hotel

$215

$215

$235

$255

1 block

Hampton Inn & Suites

$154

$154

$164

$164

½ block

Hilton Austin

$189

$189

$209

$229

3 blocks 6 blocks (shuttle provided to Austin Convention Center) 4 blocks

Hilton Garden Inn Austin Downtown

$147

$147

$167

$187

Hyatt Regency Austin

$179

$179

$199

$219

Omni Austin Hotel

$179

$199

$219

$239

3 blocks

Radisson Hotel & Suites

$159

$159

$159

$159

1 block

Residence Inn Austin Downtown

$164

$164

N/A

N/A

*Rates above do not include occupancy tax of 15%

33

APA Housing Reservation Form
The American Payroll Association’s 26th Annual Congress • May 13 - 17, 2008 • Austin, Texas
Type of room: ❒ ____ Single (1 person/1 bed) ❒ ____ Double (2 people/1 bed) ❒ ____ Double/Double (2 people/2 beds) ❒ ____ Triple (3 people/2 beds) ❒ ____ Quad (4 people/2 beds) Arrival Day and Date: ______________________________________________ Departure Day and Date: _________________________________________________ Name(s) of other adults occupying room (do not submit separate forms for these individuals): 1. ________________________________________________________________________________________________________________________________________ 2. ___________________________________________________________________________________________________________________________________________ 3. ___________________________________________________________________________________________________________________________________________ Room request: ❒ ____ Smoking ❒ ____ Non-smoking ❒ ____ King bed ❒ ____ Wheelchair accessible Special Requests (accommodate when possible): ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

Payment:
A deposit of one night’s room and tax (15%) for the first choice hotel is required for all reservations. Forms submitted without payment information will not be processed. Credit cards will be charged within two weeks of time of reservation. Check enclosed for US $ _______________________________ (Payable to APA Housing/Wyndham Jade). Mail form and check to address below. ❒ ❒ ❒ ❒ Card is: (check one) ❒ Personal ❒ Corporate Credit Card #: ___________________________________________________________ Expiration Date: ______________ 3 or 4 digit security code #: ______________
(located on the credit card)

Cardholder’s name: __________________________________________________ Cardholder’s signature: __________________________________________________________

Changes and Cancellations:
Changes and cancellations must be made through APA’s Housing Bureau. To receive a refund of deposit, all cancellations must be received at least 5 days prior to arrival date.

Three easy ways to book your Congress housing reservation:

1 2

On-Line
Credit Card Only

www.americanpayroll.org/congress/
This is a SECURE site for credit card processing. Confirmations sent immediately via e-mail.

Fax
Credit Card Only

(972) 349-7715
(Do not mail form after faxing) Confirmations e-mailed within 3 business days, or mailed within 5 business days.

3

Mail
Credit Card or Check

APA Housing Bureau c/o Wyndham Jade P.O. Box 678192 Dallas, TX 75267-8192 USA
Confirmations e-mailed within 3 business days of receipt, or faxed/mailed within 5 business days of receipt.

Questions?
34
Toll free from U.S.: (800) 722-9774 or (972) 349-7630
Phones answered Monday - Friday, 7 a.m. – 7 p.m. US Central Time.

APA’s 26th Annual Congress – 2008 Workshop Selection Form
Select your workshops, meals, and special events using this form and submit with your completed registration form. Or you may enter your selections online, following the instructions that will be e-mailed to you shortly after registering. For important information on selecting your workshops, please see Workshops-at-a-Glance, pages 14-15. Workshop titles may be abbreviated; use the workshop number for reference.
Registrant’s Name_____________________________________________ APA ID# __________________ Company ________________________________________

Special Events (Please check all events you plan to attend.) ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ 20101 20201 20501 30101 30301 30601 30701 40201 40301 40601 50201 50401 60201 10101 20502 20601 20602 20603 20701 Pre-Congress Opening General Session Tuesday, Pre-Congress Luncheon Pre-Congress Closing General Session Wednesday, Opening General Session Wednesday, Luncheon Wednesday, Taste of Texas Cocktail Reception Wednesday, Paul Rodriguez Show Thursday, General Session Thursday, Networking Luncheon Thursday, Pay City Limits Big Rig Bash Friday, Awards Luncheon Friday, Evening General Session Saturday, Closing General Session Orientation – Session I Spouse and Guest Information Meeting PayTrain and ePayroll Learning Center Presentation KAC Case Study Hotline Referral Committee Meeting Orientation – Session II

■ ■ ■ ■

30216 30217 30218 30219

Retail Industry Payrolls Introduction to U.S. Nonresident Alien Tax Withholding Emerging Payroll Technologies Software-as-a-Service 2:15 p.m. – 3:45 p.m.

Workshop Session 2 *Double Sessions end at 5:30 p.m. ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ 30401 30402 30403 30404 30405 30406 30407 30408 30409 30410 30411 30412

Tuesday, May 13: Pre-Congress Power Hour Workshop Session 1 ■ ■ ■ ■ ■ 20301 20302 20303 20304 20305 20401 20402 20403 20404

■ 30413 ■ 30414 ■ 30415 ■ 30416 ■ 30417 ■ 30418 ■ 30419

1:30 p.m. - 2:30 p.m.

Influence & Credibility No Limits – How You Can Come Out on Top! Creating Your Chapter Website How to Exceed Your Leadership Limits How to Go From Beginner to Mastery in Life 2:45 p.m. - 3:45 p.m. Career Steps – Learn the Right Dance Moves The Real Taste of Texas Learn to Soar Like an Eagle As a Payroll Professional You Have No Limits! 10:20 a.m. – 11:50 a.m.

Power Hour Workshop Session 2 ■ ■ ■ ■

Garnishments – Beyond Child Support Payroll and the Sarbanes-Oxley Act Fundamentals of Reconciliation An Introduction to Multi-State Taxation* Mergers and Acquisitions — Basic Regular Rate of Pay/Overtime Issues Form 1099-MISC — Basic Taxable and Nontaxable Fringe Benefits — Part 1 What's New at the IRS? SSA from Z to A! E-Verify – Online Demonstration Advanced Career-Building Speaking and Presentation Skills Keeping Your Team in Tune Personal Financial Planning for a Secure Future — Basic Forum for Strategic Payroll Practices — Part 2: Best Practices Case Study Forum for Payroll Service Providers — Part 2: Legislative and Regulatory Update Forum for Payroll Systems Professionals — Part 2: Roundtable Discussion Advanced U.S. Nonresident Alien Tax Withholding and Reporting* Preparing and Analyzing Requests for Proposal (RFP) 4:00 p.m. – 5:30 p.m.

Workshop Session 3 ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ 30501 30502 30503 30504 30505 30506 30507 30508 30509 30510 30511 30512

Wednesday, May 14: Workshop Session 1 ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ 30201 30202 30203 30204 30205 30206 30207 30208 30209 30210 30211 30212 30213

■ 30214 ■ 30215

Payroll Record Keeping Requirements Is Payroll in California THAT Difficult? Overpayments – What Can We Do? Don't Limit Your Payroll Internal Controls The One-Person Payroll Department Roundtable Sales and Use Tax Compliance – What A/P Needs to Know Payroll Hiring and Compensation Outlook Legislative Trends and APA Lobbying Efforts From Adversaries to Allies: Gender Communication in the Workplace Time Management – How to Make the Most of Every Day Basic Career-Building Speaking and Presentation Skills Documenting Your Procedures and Processes Forum for Strategic Payroll Practices — Part 1: Payroll Best Practices Study Forum for Payroll Service Providers — Part 1: Small to Mid-Size Service Providers Roundtable Forum for Payroll Systems Professionals — Part 1: Federal Initiatives Impacting Payroll Systems Professionals

■ 30513 ■ 30514 ■ 30515 ■ 30516 ■ 30517

The Nuts and Bolts of Child Support Payroll Auditing Techniques Local Income Taxes in Pennsylvania The Wonderful New World of Form W-4 Unemployment Insurance Cost Control 101 Independent Contractor Issues Taxable and Nontaxable Fringe Benefits — Part 2 Using the Internet for Federal, State, and Local Payroll Research — Basic Forum on Federal Payroll Issues Developing Effective Training Plans Building a Talented Payroll Department Forum for Strategic Payroll Practices — Part 3: Dashboards and Scorecards Forum for Payroll Service Providers — Part 3: Electronic Client Account Access (e-Services) Forum for Payroll Systems Professionals — Part 3: Paycard Technical Implementation and Support Health Care Payrolls Payroll Policy for International Transfer of Staff – A Global Policy Trends in Time & Attendance

*Double session continued in next session. If attending a double session, do not select a workshop in the next session.

35

Thursday, May 15: Workshop Session 4 ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ 40101 40102 40103 40104 40105 40106 40107 40108 40109 40110 40111 40112 40113 40114 40115 40116 40117 40118 40119

8:00 a.m. – 9:30 a.m.

Correcting a W-2: From W-2c to 941c and More Local Income Taxes in Selected States (IN, KY, MD, MI, NY) Basic Payroll Accounting The Rules Behind the Direct Deposit of Payroll Mergers and Acquisitions — Advanced The Latest on Payroll Tax Forms Escheatment and Unclaimed Wages/Property 101 Dealing With an IRS Audit Legislative Trends and APA Lobbying Efforts Forum on Federal Payroll Issues Payroll and Human Resources as Partners How to Make Change Work for You Forum for Strategic Payroll Practices — Part 4: Change Management in the Payroll Dept. Forum for Payroll Service Providers — Part 4: Payroll Fraud and You Forum for Payroll Systems Professionals — Part 4: System Security Tips in the Service Industry Understanding Tax Treaty Benefits and Limitations Payroll/HR Self-Service Internet and Portal Technologies Paperless Payroll – Is It Really on the Way? 2:15 p.m. - 3:45 p.m.

■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■

50102 50103 50104 50105 50106 50107 50108 50109 50110 50111 50112 50113 50114 50115 50116

■ 50117 ■ 50118 ■ 50119 50301 50302 50303 50304 50305 50306 50307 50308 50309 50310 50311 50312 50313 50314 50315 50316 50317 50318 50319

Fundamentals of Reconciliation Unemployment Insurance Cost Control 201 Implementing a Pay Frequency Change Creating an Effective Payment Process With Best Practices Pay-for-Performance Compensation Management Nonqualified Deferred Compensation Plans — Basic 401(k) Plans — What You Wanted to Ask But Were Afraid To Dealing With Employment Tax Penalties Electronic Payments for Child Support Leadership and Creativity in Your Payroll Department Building the Feedback Muscle Getting Started With HR/Payroll Best Practices A World Class Payroll Organization Multi-Country Payroll Management: A Practical Approach Understanding the Tax Equalization and Tax Protection Processes Expatriate Payrolls – Compliance Requirements and Global Administration — Advanced International Payrolls – Paying Foreign Nationals Worldwide Automating Daily Tasks 2:20 p.m. - 3:50 p.m. Is Payroll in California THAT Difficult? Correcting a W-2: From W-2c to 941c and More Direct Deposit – Get Those Last Few on Board! How Automated Accounts Payable Can Be a Cost-Cutting Champion Preventing Unlawful Payments – OFAC Requirements Executive Compensation Audits – What Is the IRS Looking At? Cafeteria Plans/Section 125 Benefit Plans — Advanced Nonqualified Deferred Compensation Plans — Advanced Child Support Invades Cyberspace! Do You Need Your Staff to Work From Home? Celebrating Your Natural Gifts How to Develop Stories to Inspire, Instruct, and Motivate Customer Service for Payroll Professionals Communicating Payroll Issues to Employees Chapter Exchange Higher Educational Institutions Payrolls Multi-Country Payroll Management: A Practical Approach Canadian Payrolls – Taxation Issues Providing Employees With e-Forms W-2 and W-2c

Workshop Session 8 ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■

Workshop Session 5 *Double Sessions end at 5:30 p.m. ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ 40401 40402 40403 40404 40405 40406 40407 40408 40409 40410 40411 40412 40413 40414 40415 40416 40417 40418 40419 40501 40502 40503 40504 40505 40506 40507 40508 40509 40510 40511 40512 40513 40514 40515 40516

Garnishments – Beyond Child Support Payroll and the Sarbanes-Oxley Act The Rules Behind the Direct Deposit of Payroll An Introduction to Multi-State Taxation* Form 1099-MISC — Advanced Introduction to Stock and Stock Option Plans Taxable and Nontaxable Fringe Benefits — Part 1 Cafeteria Plans and the Payroll Department — Basic What's New at the IRS? Developing a Cohesive Team Selling Yourself and Your Ideas to Upper Management Equip Yourself for the FPC and CPP Exams Fundamentals of Effective Business Writing Payrolls in the Gaming Industry Developments in International Employee Data Privacy Understanding Payments to Foreign Workers* Redesigning the Payroll Process for Success Tips on Project Management Getting Your Employees Plugged In 4:00 p.m. – 5:30 p.m. The Nuts and Bolts of Child Support Don't Limit Your Payroll Internal Controls Payroll in a Union Environment Travel and Entertainment Expense Reimbursements Stock Options and Equity Compensation Plans — Advanced Taxable and Nontaxable Fringe Benefits — Part 2 SSA from Z to A! Dealing With the IRS Documenting Your Procedures and Processes Leadership and Creativity in Your Payroll Department Using Metrics Management Skills for the New Payroll Manager Getting Started With HR/Payroll Best Practices Government/Public Sector Payrolls Social Security: What’s in It for Me? Expatriate Payrolls – Compliance Requirements and Global Administration — Basic Payroll Cards Case Studies 8:00 a.m. – 9:30 a.m.

Saturday, May 17: Workshop Session 9 ■ ■ ■ ■ ■ 60101 60102 60103 60104 60105

8:00 a.m. – 9:30 a.m.

Workshop Session 6 ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■

■ 60106 ■ 60107 ■ 60108 ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ 60109 60110 60111 60112 60113 60114 60115 60116 60117 60118 60119

■ 40517

Friday, May 16: Workshop Session 7 ■ 50101 Overpayments – What Can We Do?

Payroll Auditing Techniques Payroll Recordkeeping Requirements Understanding and Reducing Your Payroll's Cost Local Income Taxes in Ohio Automating Your Travel and Entertainment Expense Reimbursements Health Savings Accounts: American Idol? Retirement Plans for Tax-Exempt and Government Sector Employers Using the Internet for Federal, State, and Local Payroll Research — Advanced Implementing a Payroll Privacy Plan Building a Winning Business Case: A Case Study Payroll and Human Resources as Partners Payroll Consulting as a Career Shared Services – How Can It Help Your Company? Taking Payroll and Your Career to New Heights Personal Financial Planning for a Secure Future — Advanced Global Payroll Challenges Roundtable Canadian Payrolls – Non-Taxation Issues Business Continuity Planning The Next Generation of Web Technology

36

*Double session continued in next session. If attending a double session, do not select a workshop in the next session.

Important Congress Details
Registration Fees, Special Events, and Meals
Payment in U.S. dollars must accompany your registration. (Currency Converter: www.americanpayroll.org) Fee includes ALL meeting materials, including all handouts provided by speakers, and the following meals and special events: • Pre-Congress Luncheon, Tuesday, May 13 • Two Pre-Congress Power Hour Workshop Sessions • Nine Congress Workshop Sessions and all keynote and special guest speakers • Taste of Texas Cocktail Reception and Paul Rodriguez Show, Wednesday, May 14 • Lunches, Wednesday – Friday, May 14-16 • Pay City Limits Big Rig Bash, Thursday, May 15 Please note that Tuesday, May 13 and Friday, May 16, are reserved for exhibitor hospitality parties or an evening on your own in Austin. Please note: only adults 21 and older will be admitted to the Pay City Limits Big Rig Bash. All Congress housing reservations must be made through the APA Housing Bureau. Hotel reservations must be made by April 15, 2008, to ensure availability at the group rate. Rooms and group rates may not be available after this date. After April 15, 2008, call APA’s Housing Bureau at the numbers listed for assistance in locating accommodations. ONLINE: www.americanpayroll.org/congress.html (follow links to “Housing”) PHONE: (888) 266-7660 (toll-free in the U.S.) or (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations.

Dress Code/Weather
All Congress events are business casual with the exception of Thursday night’s party, which is casual. Suggested business casual attire: Men: Docker-style pants, polo shirts, sweaters, blazers Women: Slacks, skirts, casual shirts or blouses, sweaters, blazers Please note that meeting rooms at the Austin Convention Center will be cool; you may wish to bring a sweater or jacket for your personal comfort. Thursday’s Pay City Limits Big Rig Bash will be casual. Typical springtime temperatures in Austin are in the upper 80s during the day, with evening lows in the upper 60s.

Cancellations/Substitutions
Because Congress is always fully booked, APA cannot honor cancellations or refunds. However, you may substitute another member or colleague from the same street address by faxing a letter to APA at (210) 224-6038 with the following information: original registrant’s name, new (substitute) registrant’s name, title, company name, full street address, and phone number. If you are unable to attend and cannot find a substitute, notify APA in writing by April 18, 2008, and you will be issued a credit for another APAsponsored meeting less a $150 cancellation fee. This credit is good for one year from date of issue; no exceptions will be made to this policy.

Travel Information
Continental Airlines offers discounts off published fares of 2% to 15% on zone fares. Call your travel professional or Continental MeetingWorks at (800) 468-7022 for reservations. Refer to Z Code: ZCVV and Agreement Code: AW2DNQ. Or, save an additional 3% off by booking your own reservations at www.continental.com. Choose your flight times and access your meeting discounts by inserting ZCVVAW2DNQ in the Offer Code box.

Ticket Exchange for Wednesday Show
If you will be attending the Wednesday show, be sure to select this option on your workshop selection form. Your on-site registration packet will contain a show voucher for Wednesday evening’s entertainment extravaganza featuring Paul Rodriguez. You must exchange your voucher for a ticket no later than 2:00 p.m. on Wednesday, May 14, 2008, at the APA Ticket Booth. Tickets are distributed during registration on a first-come, first-served basis. For groups wishing to sit together, we recommend that one person collect all vouchers from each person in the group and bring them to the APA Ticket Booth as early as possible to ensure group seating. The seating floor plan will be available at the ticket booth during registration hours.

Congress Attendee List Deadline
APA must receive your registration no later than March 14, 2008, for your name to be included in the official 26th Annual Congress participant list that will be distributed at Congress. A complete list of conference attendees and workshop speakers will also be featured on the Congress website after Congress. Please note that your name and organization will appear exactly as you have indicated on your registration form. Maximize your 2008 Congress Return on Investment (ROI) with the online networking community “Congress Connect.” It’s an innovative service which enables you to strategically identify fellow attendees you would like to connect with before the event.

Hotel Accommodations
Please visit www.americanpayroll.org/congress for the addresses of the following hotels: Courtyard Austin Downtown Embassy Suites Town Lake Four Seasons Hotel Hampton Inn & Suites Hilton Austin Hilton Garden Inn Austin Downtown Hyatt Regency Austin Omni Austin Hotel Radisson Hotel & Suites Residence Inn Austin Downtown APA Certifications — Credentials for Success The Fundamental Payroll Certification (FPC) is designed specifically for 1) entrylevel payroll practitioners; 2) payroll, HR, and finance consultants; 3) sales, service, and technology professionals interfacing with payroll operations; and 4) systems analysts and engineers developing and implementing payroll software solutions. The FPC is awarded to individuals based on payroll knowledge, not experience — thus there is no eligibility requirement that must be fulfilled to take the FPC exam. The exam content outline features comprehensive coverage of payroll fundamentals, including operations, paycheck concepts, tax reporting and accounting, and professional payroll skills and responsibilities. Preparation for the FPC will broaden your payroll knowledge base and increase your confidence as a payroll practitioner. Whether you are interested in validating mastery of payroll fundamentals, taking the first important step toward CPP certification, or reinforcing your legitimacy to clients, the FPC is an exciting opportunity to enhance your career. The Certified Payroll Professional (CPP) designation is awarded to individuals who have attained a high level of professional competency through both the acquisition of knowledge and direct payroll experience. Prior to sitting for the exam, a CPP candidate must verify employment in the payroll profession preceding the exam date. Designed originally in 1985 to facilitate the recognition of payroll as a profession, the CPP designation has accomplished that original goal. Today, the recipient of the CPP is viewed as a highly qualified Payroll Professional with the expertise necessary to interface with human resources, benefits, tax reporting, MIS, and many other company functions. CPP designation indicates that an individual has the experience and skills necessary to provide strategic payroll management and support to facilitate a company’s overall business goals. The CPP exam presumes that candidates have performed high-level payroll functions, as well as management functions, during their careers.

Chapter Hospitality Booth
Members of APA’s CenTex Chapter will be available at the Congress Chapter Hospitality Booth to welcome you to the Austin area. Booth volunteers will also provide information on their chapter and offer suggestions on local restaurants, theme parks, and city events. Both the FPC and the CPP designations support the recognition of payroll as a profession, and of you as a Payroll Professional. Review the certification handbook, consider the requirements, and choose the certification that is right for you and your career. A copy of the FPC and CPP Handbooks can be obtained by contacting APA’s certification office by e-mail at certification@ americanpayroll.org, or by downloading a copy from the APA website. Each year the exams are administered during a four-week testing period in the spring and again in the fall. Visit www.americanpayroll.org/certi.html for more information. The American Payroll Association Offers Recertification Credit Hours, Continuing Education Units, and Continuing Professional Education Credits. While attending APA’s 26th Annual Congress, you will receive a thank you letter confirming your attendance and the award of 29 Recertification Credit Hours (RCHs), 2.9 Continuing Education Units (CEUs), or 34 Continuing Professional Education (CPE) credits. CPPs and FPCs need only place the thank you letter for attending in their Recertification File Folder to earn the RCHs for recertification. The APA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. NASBA website: www.nasba.org. No prerequisites or advance preparation required. Course level: overview. Delivery method: Group-live. The American Payroll Association’s CPE sponsor identification number with the National Association of State Boards of Accountancy (NASBA) is 103152.

37

APA’s 26 Annual Congress - Payroll City Limits Registration Form
th

May 13-17, 2008 • Austin, TX • Austin Convention Center
Register online: www.americanpayroll.org. Housing Reservations: Visit www.americanpayroll.org/congress and follow the links to Housing.

■ I am an APA MEMBER Member’s ID #: ________ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ___________________ ___________________________ (Update your contact information at www.americanpayroll.org) ■ I am a COLLEAGUE of an APA Member (at the same street address) Colleague’s ID #:______ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ___________________ ___________________________ Member’s Name: _____ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ___________________ ___________________________ Member’s ID #: _______ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ___________________ ___________________________ ■ I would like to join APA at this time AND register for the conference at the special APA member price Congress Registration Fee. . . . . . . . . . . . . . . . . . . . . . . . . $ _________ One-Year Annual Membership Dues* . . . . . . . . . . . . . . . . $ 195 One-Time Enrollment Fee . . . . . . . . . . . . . . . . . . . . . . . . . $ 35 ■ I am NOT an APA Member or Colleague

— Registration Savings Options —
Registration includes Pre-Congress and Congress programs. Event Code: 08419 The Blazin’ Trails Special: Fees MEMBER: COLLEAGUE: NON-MEMBER: MEMBER: COLLEAGUE: NON-MEMBER: MEMBER: COLLEAGUE: NON-MEMBER: $1,451 $1,507 $1,657 $1,501 $1,557 $1,707 $1,551 $1,607 $1,757

SAvE $100 SAvE $50

when you register by March 11, 2008 The Rio Grande Special: when you register by April 15, 2008 Register after April 15, 2008 Guest Registration

Registrant Information
■ Ms. ■ Mr.
Name: ______________________ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _________________ ___________________________ Title: ________________________ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _________________ ___________________________ Organization: ____________ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _________________ ___________________________ Street Address: ________ _ _ _ _ _ _ _City: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _______ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _________________ State/Province:________________________ Country: _ _ _ _ _________________ ____ Zip + 4-digit/Postal Code: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _________________ _______________________ Phone: _____________________ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _________________ ___________________________
(Area/Country Code)

The following guest(s) will join me for the May 14 evening reception and show at $80 per ticket: Guest Name: ____________________________________ ............ $ 80 Guest Name: ____________________________________ ............ $ 80 The following guest(s) will join me for the May 15 Pay City Limits Big Rig Bash at $85 per ticket: (Adults 21 or over only) Guest Name: ____________________________________ ............ $ 85 Guest Name: ____________________________________ ............ $ 85

$ _______

$ _______ $ _______ $ _______

Registration Amount: Enrollment Fee & Dues (if applicable): ($230)

Total Payment: $ _______

Fax: _________________________________________________________________________________________________
(Area/Country Code)

All Attendees Please Complete This Section
In case of emergency, contact: Name: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _________________ Relation to Attendee: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _________________ Daytime Phone: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _________________ Evening Phone: _________________________________________________________________ _ _ _ _ _ _ _ ________

E-mail: _____________________ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __________________ ___________________________
(for official APA communications and registration confirmation)

Please indicate if you are:

CPA

PA (For NASBA reporting purposes.)

Birth date: _______________ _ _ _ /_ _ _ _ _ _ _ _ _ _ _ / _ _ _ _ _ _ _ _ _ _ ___ __________ _ _ _ _ _ _ _ _ _ ___
(needed for new member enrollment)

*Membership dues are subject to change without notice and are nonrefundable. Membership is on an individual basis; corporate memberships are not available. Members of the American Payroll Association receive PAYTECH magazine as part of their annual dues of $195, $50 of which is allocated for their subscription to PAYTECH, which is nonrefundable therefrom. 100% of APA membership dues are deductible as an ordinary business expense.

I will be staying at this hotel: ____________________________________________ _ _ _ _ _ _ _ ________
By registering for this program, you are granting APA photographers permission to photograph you and publish photos in PAYTECH, APA Today, the APA website, the closing slide show, and/or a Web/ CD/DVD-delivered photo compilation offered for sale. In addition, by attending or speaking at this conference, you are granting APA permission to publish your contact information in the Congress Guide program and to make it available to Exhibit Hall vendors who may choose to market their products and services to you via e-mail, fax, telephone, paper mail, or other means.

— Payment Options —
Payment in U.S. dollars must accompany registration form. Currency Converter: www.americanpayroll.org

■ Make check payable and mail to:

Three Enrollment Options: ■ Online www.americanpayroll.org APA Store Search Term: Congress I authorize APA to charge my: ■

■ Fax
(210) 224-6038 ■ ■

■ Mail
To address at right ■

API Fund for Payroll Education, Inc. c/o American Payroll Association 660 North Main Avenue, Suite 100 San Antonio, TX 78205-1217

Card #: _______________________________________________________________________________________________ Exp. Date: ____________ _ _ _ _ _ _ ______ Card is: (check one) ■ Corporate ■ Personal ■ Purchase Order #: _____________________ _ _ _ _ _ _ _ _______
(for government agencies/universities only)

Name on Credit Card:_______________________________________________________________________________ Signature of Cardholder: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ___________________________________________________

No refunds or cancellations will be honored. However, if APA is notified in writing of your inability to attend by April 18, 2008, a credit will be issued for another APA-sponsored meeting less a $150 cancellation fee. This credit is good for one year from date of issue. For full information, including substitution policies, call (210) 224-6406, M - F, 8 a.m. - 6 p.m. CT, or visit www.americanpayroll.org/congress. If you have special dietary needs or have a disability and require special services, please call APA Membership Services at (210) 224-6406, M - F, 8 a.m. - 6 p.m. CT, at least 14 days in advance of the event. You will be e-mailed a link to the online workshop selection form once full payment and completed registration form have been received and processed.

EMT: 9T

38

FOR OFFICE USE ONLY: Date: _____________ Order #: _______________ Batch #:_______________ Group #:_______________ Check #: _______________ C/P: ________________ Total: $ _______________