Learn the techniques needed to be a strategic leader within your

2016 FALL
FORUM
THE ROAD TO WORLD-CLASS PERFORMANCE
September 21-23
Mirage Hotel
Las Vegas, NV
Learn the techniques needed to be
a strategic leader within your organization.
Sponsored by:
American Payroll Association
Register at www.FallForum.org
2016 FALL
Increasing efficiency, reducing costs, and being an effective
leader have never been more important. Your role as a
payroll, shared services, or accounts payable professional
has become strategic, as you provide valuable insight
into the organization’s bottom line. Today, you are being
challenged with finding solutions amidst an ever-changing
economic environment and a shifting regulatory landscape.
FORUM
CONTROL COSTS • IMPROVE PERFORMANCE • INCREASE EFFICIENCY
Learning Objectives
•
Identify the global trends and solutions that
impact your payroll operations
•
Identify technology trends that can
improve your payroll operations
•
Discover how to improve your leadership skills
through mentoring and succession planning
•
Improve your understanding of emotional
intelligence to improve communications, resolve
conflicts, and build a cohesive work environment
Who Should Attend?
Executives, supervisors, managers, or those who simply desire to become more of an effective
contributor within their organization. Attendees from previous conferences have come
from companies such as: Lowe’s, General Dynamics, Shell Oil Company, Sephora USA Inc.,
Southwest Airlines, and MetLife.
World-Class Education
Attend five General Sessions and choose from 36 workshops over three days,
receiving up to 19.5 RCHs, 1.95 CEUs, or 19.5 CPE credits.
See what’s new this year!
Managing Vendor Partnerships
Lean Payroll
Help your organization answer those challenging
questions when it pertains to implementing new
software, automating processes or outsourcing to a
third party, and maintaining Vendor Relationships.
This course will help you consider the goals of the
relationship, along with the benefits, risks, and
alternatives. It also will guide you in determining
success with metrics and developing best
practices for your service level agreements.
Lean Payroll will help professionals at every
level in every department understand that if
the paycheck were a product line, it would
rank as one of the largest products at most
organizations. This interactive course can help
you reduce expenses by looking at all processes
and how departments are connected.
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Agenda
Wednesday, September 21
7:00 a.m. –12:00 p.m.Registration
7:00 a.m. – 8
:00 a.m.Continental Breakfast With Exhibitors
8:00 a.m. – 10:00 a.m.Opening General Session
Welcome Remarks
Strategically Leading a Successful Payroll Operation
10:00 a.m. –10:30 a.m.
Coffee Break With Exhibitors
10:30 a.m. – 12:00 p.m.
Workshop Session 1
12:00 p.m. – 1:30 p.m.
Networking Luncheon
Sponsored by
Prism Awards
1:45 p.m. – 3:15 p.m.
Workshop Session 2
3:15 p.m. – 3:45 p.m.
Refreshment Break With Exhibitors
3:45 p.m. – 5:00 p.m.General Session
Prism Award Winners: The Next Step
5:15 p.m. – 6:30 p.m.Cocktail Reception With Exhibitors
Thursday, September 22
7:00 a.m. – 8:00 a.m.Continental Breakfast With Exhibitors
8:00 a.m. – 9:30 a.m.General Session
What Technology Will Payroll Use in 2020?
9:30 a.m. –10:00 a.m.Coffee Break With Exhibitors
10:00 a.m. – 11:30 a.m.Workshop Session 3
11:45 a.m. – 1:30 p.m.Keynote Luncheon
The Trust Edge, Part I
Sponsored by
Lean Payroll and Managing Vendor
Partnerships programs will begin
on Wednesday at 10:30 a.m.
and end on Friday at 5:00 p.m.
Both programs will continue after
the Box Lunch on Friday with
an afternoon refreshment break.
1:45 p.m. – 3:15 p.m.Workshop Session 4
3:15 p.m. – 3:45 p.m.Refreshment Break and Exhibitor Drawings
3:45 p.m. – 5:00 p.m.General Session
Strategic Benchmarking
Friday, September 23
7:30 a.m. – 8:15 a.m.Continental Breakfast
8:15 a.m. – 9:45 a.m.Workshop Session 5
10:00 a.m. – 11:30 a.m.Closing General Session
APA Talks
Door Prize Drawings
11:45 a.m. –12:15 p.m.Box Lunch
Earn up to 19.5 RCHs, 1.95 CEUs, or 19.5 CPE credits.
See workshop descriptions for CPE Fields of Study (FOS).
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Lean Payroll begins on
Wednesday at 10:30 a.m. and
ends on Friday at 5:00 p.m.
INSTRUCTOR: Martin Armstrong, DBA, CPP
Create a world-class payroll operation by adding value while eliminating
waste and inefficiencies. Based on leading Lean expert Gregg Gordon’s
book, Lean Labor: A survival guide for companies facing global
competition, this course focuses on producing a perfect paycheck,
eliminating waste, and creating a highly effective workforce.
This 12-hour interactive program taught by Martin Armstrong, DBA, CPP,
Vice President, Payroll Shared Services with Charter Communications
will cover in depth information and discussion on the following:
Module 1: Delivery of the Perfect Paycheck
• Examine all the manual processes within the payroll department
• Identify Lean Tools that would help support a Lean project
• Explain how you could get other departments to participate
Module 2: What Is Lean Labor and What Are the Benefits?
• Discuss Lean Labor, the history, and the benefits
• Explain the Seven Wastes of Lean Labor
• Identify Lean Labor Tools and how to use them
NEW
track for
Fall Forum!
Module 3: Identifying and Defining the Business Process
• Identify why your business processes have to be defined
• Document and prioritize business processes
• Explain the key concepts in process improvement
Module 4: Role of Payroll Within the Organization
• Identify the role of payroll within the organization
• Empower and strengthen within the team
• Explain the value of the payroll department and how it affects the organization’s bottom line
Module 5: Automation of Payroll Processes
• Research different workforce management systems and vendors that help implement them
• Document the advantages and benefits of using a workforce management system
• Evaluate whether you are using your current workforce management system to the fullest
You will participate in a hands-on case study designed by Elliott Weiss, a professor at University of Virginia’s Darden
Business School. In addition to receiving 12 RCHs you will receive a detailed workbook as a reference guide, a copy of
Gregg Gordon’s book, Lean Labor: A survival guide for companies facing global competition, and a certificate of completion.
v
} Earn up to 12 RCHs, 1.2 CEUs, or 14 CPE credits. Field of Study: Management Advisory Services
4
Managing Vendor
Partnerships
Managing Vendor Partnerships
begins on Wednesday at 10:30 a.m.
and ends on Friday at 5:00 p.m.
INSTRUCTOR: Brent Gow, CPP
Be your organization’s MVP! Attending Managing Vendor Partnerships
will help you encourage long-term partnerships with your vendors
using the knowledge learned from in-depth discussions on building the
proper team, relationship management, contract negotiations, vendor
scorecards, service level agreements, advisory boards, and much more!
This 12-hour interactive program taught by Brent Gow, CPP,
Director Global Payroll for Starbucks Coffee Company will cover
in depth information and discussion on the following:
Module 1: Creating Terms
•
•
•
Identify the goals of the relationship between
the vendor and the organization
Assemble the ideal team to contribute to the
success of a strong vendor partnership
Determine the differences between the current and desired performance levels of your organization’s systems or applications
Module 2: Contracts and Agreements
•
•
•
Review service-level agreements and the
components required
Determine Key Performance Indicators
Manage the vendor contract and general terms
and conditions
NEW
track for
Fall Forum!
Module 3: Identifying and Defining the
Business Process
•
•
•
Understand the benefits of Customer
Advisory Boards
Requesting enhancements to the vendor’s product
Implementing the vendor’s product
Module 4: Maintaining the Partnership
•
•
•
Establish management reports for ongoing
review of expected results
Structure support management for
post implementation
How to leverage your vendor after the go-live date
Whether you are looking for a vendor to help with your payroll process, the time and attendance rules, or even
the changing benefits process, the type of relationship must be built on trust, respect, communication and a
mutual understanding of wants, needs, and end results.
In addition to receiving 12 RCHs you will receive a detailed workbook as a reference guide with invaluable forms
to use back at your office, and a certificate of completion.
} Earn up to 12 RCHs, 1.2 CEUs, or 14 CPE credits. Field of Study: Business Mgmt. & Organization
5
APA’s 2016
Prism Awards
Showcase Your Outstanding Department
Organizations that have demonstrated improved
business practices, shared services, and overall
processes throughout the year could be recipients of a
Payroll, Accounts Payable, or Shared Services Prism Award.
Achieving such an award helps departments garner
organization and industry-wide recognition and
validates an organization’s worth to company officials.
The Payroll Prism Awards will be presented to
innovative departments that exhibit best practices in four
categories: Technology, Management, Processes, or
Overall Best Practices.
The Accounts Payable Prism Award will honor one
AP department nationally that has shown excellence in
technology, performance, or process improvement.
The Shared Services Prism Award will be given
to one payroll or AP department nationally that has
demonstrated excellence in shared services.
The 2015 Payroll Prism
Award Recipients
Thursday Luncheon: The Trust Edge, Part I
FOS: Personal Development / 1.0 CPE credit / 1.0 RCH
David Horsager
Trust is a fundamental, bottom line issue. Without it, leaders lose
teams, salespeople lose sales, and organizations lose reputation,
retention of good people, relationships, and revenue. But with trust,
individuals and organizations enjoy greater creativity, productivity,
freedom, and results. Through academic research and firsthand
experience, David Horsager has learned what it takes to gain – and
keep – The Trust Edge. He will show you how the little things, done
consistently, add up to huge results. You will walk away with concrete
steps you can immediately use to improve your life and career.
Sponsored by
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General Sessions*
Wednesday
8:00 a.m. – 8:30 a.m.
Welcome Remarks
Dan Maddux, Executive Director, American Payroll Association
Sondra Dougherty, CPP, President-Elect, American Payroll Association
8:30 a.m. – 10:00 a.m.
10301 | Strategically Leading a Successful Payroll Operation
What does your payroll operation face in the future? Retirement of key staff members? Changes to
the skill sets required for your operation? Hear two payroll professionals who lead successful multinational payroll organizations share techniques they used to align the organization’s mission and
vision, how they find the talent required to operate successfully, and how they’re planning for the
future. } FOS: Business Mgmt. & Organization / 1.5 CPE credits / 1.5 RCHs
Marcela McCarthy, CPP, Director, Payroll Services, McKesson Corporation
Lori Brown, CPP, Director, Disbursements, CACI International, Inc.
3:45 p.m. – 5:00 p.m.
10901 | Prism Award Winners: The Next Step
The Prism Award is not the last step in the best practices journey; for organizations receiving
a Prism Award, it is just the beginning. During this session, hear from two leading payroll
organizations on their continuous improvement process and find out how our panelists have
led their organizations to improvements beyond the Prism Award in the areas of management,
technology, and processes. } FOS: Business Mgmt. & Organization / 1.0 CPE credit / 1.0 RCH
Vickie Elder, CPP, Director, Payroll, Texas Roadhouse
Thursday
8:00 a.m. – 9:30 a.m.
Kimberly Wise, CPP, Sr. Manager, Global Payroll Operations, Lockheed Martin
20201 | What Technology Will Payroll Use in 2020?
The only constant in payroll is the changing technology. Would you have imagined that
payroll could be processed on a phone or tablet? Our panelists will share their visions of
payroll technology in 2020 and beyond. They will discuss how automation will improve payroll
processing, robotics as part of payroll processing, what developing technologies will impact
payroll processing, and more. } FOS: Computer Science / 1.5 CPE credits / 1.5 RCHs
Roger Smith, CPP, Payroll Management Consultant, PayrollProf.
Dimitris Papageorgiou, Principal in Human Capital, Ernst & Young, LLP
3:45 p.m. – 5:00 p.m.
20801 | Strategic Benchmarking
We have used tactical benchmarking to track accuracy rates, cost of pay and many other metrics.
Now let’s look at metrics that will help you meet your organization’s strategic goals. Find out from
two successful payroll leaders what strategic metrics they develop and how they use the metrics
in aligning with their organization’s future strategies.
} FOS: Business Mgmt. & Organization / 1.0 CPE credit / 1.0 RCH
Linda Obertin, CPP, Sr. Vice President, Wells Fargo
Friday
10:00 a.m. – 11:30 a.m.
John Raguz, CPP, Payroll Manager, Progressive Insurance
30301 | APA Talks
The difference between settling for a job and excelling in a career is longevity. To have longevity,
you need skill sets that someone will pay for. Following the popular TED Talks format, APA Talks
will feature executive leaders in payroll speaking on the executive leadership topics that have
shaped their careers. Each 20-minute APA Talk will be followed by a Q&A session for attendees.
} FOS: Personal Development / 1.5 CPE credits / 1.5 RCHs
Dennis Danilewicz, CPP, Sr. Director, Disbursements Services, NYU Langone Medical Center
Lois Fried, CPP, Learning Specialist, III, ADP, Inc.
Rebecca Harshberger, CPP, VP, Payroll Tax, Entertainment Partners
© 2016 API Fund for Payroll Education, Inc.
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*Faculty and program subject to change without notice.
Forum Workshops*
Wednesday
10:30 a.m. – 12:00 p.m.
Session1
10501 | Creating an Effective Expat Policy
Expat programs are expensive and should be managed to ensure a company’s global strategy
goals are achieved. In this session, we’ll explore the importance of having an expat policy, discuss
the expat’s benefits, and review the policy based on your company’s needs. We’ll also look at the
current trends to provide cash compensation vs. a managed benefits program providing the expat
the ability to choose their benefits. } FOS: Taxes / 1.5 CPE credits / 1.5 RCHs
Mary Brumm, CPP, Director, Global Payroll Training and Development, Global Payroll
Management Institute / American Payroll Association
10:30 a.m. – 12:00 p.m.
Session 1
10502 | Impact of the Affordable Care Act
Now that you’ve filed your 1095-Cs, we’ll talk about what went well and what kept you up at night
counting Line 14 and 16 codes, including the prospect of penalties for incorrect information. We’ll
discuss what we can expect from the Affordable Care Act in 2016 and beyond, including whether
the forms will look any different and what changes may be on the horizon as we get closer to the
election. } FOS: Taxes / 1.5 CPE credits / 1.5 RCHs
Michael O’Toole, Esq., Sr. Director, Publications, Education, and Govt. Relations,
American Payroll Association
Rebecca Harshberger, CPP, VP, Payroll Tax, Entertainment Partners
10:30 a.m. – 12:00 p.m.
Session 1
10503 | Process Improvement - Increasing Your Employee
Self-Service Utilization
What is self-service and what are the different types? Who uses it? How can your organization
increase the use of self-service? These are some of the questions that the leadership of APA’s
Strategic Payroll Leadership Task Force’s Manufacturing Subcommittee will share.
} FOS: Computer Science / 1.5 CPE credits / 1.5 RCHs
Lisa Poole, CPP, VP, Business Systems Analyst, SunTrust Bank
Joseph Ziska, Section Manager, Payroll, BMW Manufacturing
10:30 a.m. – 12:00 p.m.
Session 1
10504 | Technology - Moving to the Cloud, Implications and Security of
Data in the Cloud
Industry experts predict in the near future nearly all of us will be running our payrolls in the cloud.
It is important to be well-informed and prepared when your company transitions payroll to the
cloud. This workshop will discuss the reasons behind the shift to cloud computing, including
implementation advice, with special emphasis on minimizing the risks of this service delivery
platform. } FOS: Computer Science / 1.5 CPE credits / 1.5 RCHs
Roger Smith, CPP, Payroll Management Consultant, PayrollProf.
Stephanie Salavejus, CPP, Vice President & COO, PenSoft
1:45 p.m. – 3:15 p.m.
Session 2
v
10701 | Building the Strategy to Move Your Department Forward
There are many strategies payroll leaders utilize to manage their organizations and work with senior
leadership. In this session, we will review various strategies and tools leveraged to move your
organization forward. We’ll also review tools designed to help you ensure that your strategies are
aligned with your senior leadership’s strategies.
} FOS: Business Mgmt. & Organization / 1.5 CPE credits / 1.5 RCHs
Linda Obertin, CPP, Sr. Vice President, Wells Fargo
8
*Faculty and program subject to change without notice.
Forum Workshops*
Wednesday
1:45 p.m. – 3:15 p.m.
Session 2
10702 | Global Equity Compliance
Many multinational businesses have equity compensation programs for their global executives and
employees. Equity compensation creates unique challenges for payroll – taxation, reporting, and
withholding to the various jurisdictions. In this session, we will address the issues global payroll
professionals face as well as technical considerations and practical approaches to
ensuring compliance. } FOS: Taxes / 1.5 CPE credits / 1.5 RCHs
Patrick Landers, CPA, CPP, Partner, Ernst & Young LLP
Mary Brumm, CPP, Director, Global Payroll Training and Development, Global Payroll
Management Institute / American Payroll Association
1:45 a.m. – 3:15 p.m.
Session 2
10703 | Managing Compliance Changes in the U.S. and Across the Globe
as a Business Process
Managing an unprecedented volume of content about complex regulatory and legal changes, as
well as shifts in wage and tax rates, can be a full-time job for HR and payroll professionals. But treating
legal change management like any business process that can be standardized can help align people,
process, and technology in an organized, efficient, and effective way.
} FOS: Business Mgmt. & Organization / 1.5 CPE credits / 1.5 RCHs
Michael Butler, Sales Solution Architect, Radius Worldwide
Pamela Lachaussie, CPP, Payroll Operations Manager, NGA Human Resources
1:45 p.m. – 3:15 p.m.
Session 2
10704 | Managing Competing Priorities and Projects
Discover how to handle the many projects on your plate – even conflicting ones without the
bottlenecks, burnout, and stress-intensive scenarios you’re experiencing now! Join us to gain an
understanding of the skills you need to immediately and effectively deal with multiple projects,
expectations, and deadlines. Network with others from payroll and learn how to handle the challenges
you face. } FOS: Personal Development / 1.5 CPE credits / 1.5 RCHs
Darrel Kozuch, Assistant VP, Human Resources, University of Virginia
Thursday
10:00 a.m. – 11:30 a.m.
Session 3
20401 | Creating a Business Case to Sell Your Improvements
Obtaining funds for a new initiative is a hurdle that prevents many innovative ideas from becoming
a reality. Compelling business cases must demonstrate how initiatives can streamline processes by
reducing errors and eliminating unnecessary tasks. We’ll discuss how a winning business case impacts
payroll process improvements and the proper steps to building and developing one.
} FOS: Business Mgmt. & Organization / 1.5 CPE credits / 1.5 RCHs
Marcela McCarthy, CPP, Director, Payroll Services, McKesson Corp
10:00 a.m. – 11:30 a.m.
Session 3
20402 | Customer Service Best Practices
This workshop sets the stage for achieving exceptional customer service by helping you develop top-notch
communication, active listening, and media skills. Additionally, you’ll get strategies for handling the types of
customer contacts you are most likely to experience in payroll, such as dealing with the angry employee or
delivering bad news. } FOS: Business Mgmt. & Organization / 1.5 CPE credits / 1.5 RCHs
Darrel Kozuch, Assistant VP, Human Resources, University of Virginia
10:00 a.m. – 11:30 a.m.
Session 3
v
20403 | Developing a Global Payroll Budget – Identifying Implementation
and Operational Costs
Preparing a budget for your global payroll operation requires identifying expenses that you would
not consider when preparing a budget for your domestic operations. In this session, we will discuss
the technology/vendor costs, including using aggregators, cost of daily operations including travel,
and more. } FOS: Business Mgmt. & Organization / 1.5 CPE credits / 1.5 RCHs
Mary A. St. Cyr, Managing Director, Advisory Services, KPMG LLP
Jay N. Conforti, Director, Management Consulting, KPMG LLP
9
*Faculty and program subject to change without notice.
Forum Workshops*
Thursday
10:00 a.m. – 11:30 a.m.
Session 3
20404 | Impact of the New White Collar Regulations on Your Policies
The DOL’s revised “white collar” exemption rules take effect on December 1. We’ll discuss the new
salary levels and how they will be adjusted to remain relevant, as well as the new ability to include
nondiscretionary bonuses when calculating an employee’s salary. We’ll also look at the decisions HR
and payroll will have to make to stay in compliance and how they may affect your employees.
} FOS: Business Law / 1.5 CPE credits / 1.5 RCHs
Michael O’Toole, Esq., Sr. Director, Publications, Education, and Govt. Relations,
American Payroll Association
1:45 p.m. – 3:15 p.m.
Session 4
20601 | Expanding Your Role Beyond Payroll in a Shared Services Environment
Join us in discussing how best-in-class shared service centers are delivering higher-value services
and insights across the enterprise. We’ll explore what and how to measure in order to support the
foundational transformation currently underway in the successful shared service centers.
} FOS: Business Mgmt. & Organization / 1.5 CPE credits / 1.5 RCHs
Dimitris Papageorgiou, Principal, Human Capital, Ernst & Young LLP
1:45 p.m. – 3:15 p.m.
Session 4
20602 | Short Term Business Travelers and Telecommuters Compliance
In this session, we’ll share practical guidance for managing your organization’s telecommuters and
domestic and international business travelers’ taxation compliance. Find out when you may have
business travelers subject to taxation in multiple jurisdictions.
} FOS: Taxes / 1.5 CPE credits / 1.5 RCHs
Patrick Landers, CPA, CPP, Partner, Ernst & Young LLP
1:45 p.m. – 3:15 p.m.
Session 4
20603 | The Global Automation Cycle, It’s Not Just Finance Anymore!
Automation and integration are everywhere in HR and payroll. From onboarding to providing
information to local statutory authorities, the world is getting more and more automated. In this session,
we’ll highlight how organizations are automating their manual payroll processes, countries with online
filings, and emerging trends. } FOS: Business Mgmt. & Organization / 1.5 CPE credits / 1.5 RCHs
Kira Rubiano, Sr. Partner Management Specialist, Celergo Global Payroll
1:45 p.m. – 3:15 p.m.
Session 4
20604 | The Trust Edge, Part II
Learn the final four pillars of top leaders and organizations. David will continue sharing key ideas and
takeaways that can be used right away to build trust with employees, vendors, and key stakeholders.
} FOS: Personal Development / 1.5 CPE credits / 1.5 RCHs
David Horsager, Keynote Speaker, Horsager Leadership, Inc.
Friday
8:15 a.m. – 9:45 a.m.
Session 5
30201 | Developing Metrics That Tell a Story – Dashboards and Scorecards
As a leader, how do you measure the performance of your team, identify areas for improvement, and
show what your organization does well? Metrics are the first step, using dashboards and scorecards to
track your organization. We’ll discuss how to use these tools to drive performance and tell your story to
others. } FOS: Business Mgmt. & Organization / 1.5 CPE credits / 1.5 RCHs
Dennis Danilewicz, CPP, Sr. Director, Disbursements Services, NYU Langone Medical Center
v
10
*Faculty and program subject to change without notice.
Forum Workshops*
Friday
8:15 a.m. – 9:45 a.m.
Session 5
30202 | Impact of the Accelerated W-2 Filing Deadlines
Are you ready to get your 2016 W-2s out the door to employees, the SSA, and many of the states on
January 31? Without having to deal with a flood of W-2cs? In this session you will learn what the new
filing deadlines are, which forms they apply to, and why there are no more automatic filing extensions
despite the accelerated deadlines and the big increase in penalties for late or incorrect filing.
} FOS: Taxes / 1.5 CPE credits / 1.5 RCHs
Michael O’Toole, Esq., Sr. Director, Publications, Education, and Govt. Relations,
American Payroll Association
Daniel Dycus, CPP, Sr. Director, Education Services, American Payroll Association
8:15 a.m. – 9:45 a.m.
Session 5
30203 | Leading a Multi-Generational Workforce
With five generations in the workforce, it is critical to understand how to get the best from our
employees and teams. This session will give you an understanding and appreciation of staff
generational and cultural differences. We’ll examine how the differences impact engagement,
productivity, collaboration, and decision making among team members.
} FOS: Personal Development / 1.5 CPE credits / 1.5 RCHs
Linda Obertin, CPP, Sr. Vice President, Wells Fargo
8:15 a.m. – 9:45 a.m.
Session 5
30204 | Skill Set Required for the Global Payroll Leader – Now and the Future
In this session, we’ll share the knowledge, skills and abilities required for global payroll leaders, now
and in the future. We’ll look at the global payroll leader’s changing role, from transactional to key
strategic position in the multinational organization. Learn how your abilities must include project
management, cultural and technology awareness, and more to be an asset to your organization.
} FOS: Personal Development / 1.5 CPE credits / 1.5 RCHs
Joe Almodovar, Senior Director Global Business Systems, A.T. Kearney, Inc.
Mary Brumm, CPP, Director, Global Payroll Training and Development,
Global Payroll Management Institute / American Payroll Association
“The Fall Forum provides an opportunity to engage
with other payroll professionals in a variety of capacities.
Ideas are shared that open your eyes to a number of new
possibilities for your organization.”
— Natisha Carn, CPP
Director, Payroll Shared Services
Charter Communications
11
*Faculty and program subject to change without notice.
Exhibitors*
Bloomberg BNA provides the
next generation information
solution for payroll and HR
professionals. Visit bna.com/
payroll to learn more.
www.bna.com/HR
Celergo is a leading provider
of global payroll management
services, supporting global
companies with solutions to
meet their payroll needs in
140+ countries.
Ceridian’s award-winning
technology suite includes
Dayforce HCM, Small Business,
Payroll & Global Solutions.
Ceridian. Makes Work Life
Better™.
CIC Plus is an industry leader
in employer compliance
management, delivering
employee information through
W-4s, W-2s, pay statements and
ACA reporting.
www.celergo.com
www.ceridian.com
www.cicplus.com
Industries that need low-cost
ACA compliant MEC & MVP
solutions get tremendous value
out of FreedomCare Benefits &
ACA Solutions.
FSV Payment Systems is one of
the nation’s largest payroll card
providers, delivering state-ofthe-art program management
and processing solutions. Our
technology provides clients
with quick implementation and
increased operational efficiencies.†
fitzgerald
Solutions include ACA
management, unemployment
tax management, employment
verifications, tax credits and
incentives, I-9 management, and
HR compliance forms.
law
F&L helps you plan, execute and
manage international operations
— providing payroll, benefits, HR,
tax, and accounting services.
www.fitzandlaw.com
www.freedomcarebenefits.com
www.equifax.com/workforce
www.fsvps.com
GREENSHADES
LET US HANDLE THAT
Global Cash Card is the proven
specialist in paycard solutions that
are simple to implement and easy
to use.
www.globalcashcard.com
Greenshades tackles challenges
and solving payroll problems so
you can focus on more important
things – your products, services,
and customers.
www.greenshades.com
HIREtech is a technology-focused
human capital management
company. Solutions include
hiring tax incentives, employment
and wage verification, and
unemployment claims
management.
NetSpend provides organizations
with prepaid cards for your
business including payroll, tip
distribution, incentive,
and disbursement.
www.netspend.com
www.hiretech.com
®
Whether it’s comprehensive
or managed, US-only or multicountry, payroll is NGA Human
Resources’ primary area
of expertise.†
www.ngahr.com
Payroll Tax Management, Inc.
(PTM) provides payroll tax
processing solutions, ranging
from software to full service
outsourcing, for payroll providers
and corporate employers.
rapid! PayCard’s employer
program’s Zero cost mission is to
achieve a legally compliant 100%
ePayroll program benefitting our
clients and employees.
Formed in 1998, SALT Payroll
Consultants specializes in
identifying and recovering
overlooked state and federal
payroll tax-related refunds.
www.rapidpaycard.com
www.saltpayroll.com
Ultimate Software’s cloud-based
UltiPro helps people simplify work,
and helps organizations increase
engagement and productivity
across their global workforce.†
Xerox is a leading provider of
business process solutions. We
service more than four million
cardholders with a proven
electronic payment card solution.†
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www.xerox.com
www.payrolltaxmgmt.com
SumTotal Systems delivers Talent
v
Expansion™ solutions that help
organizations discover, develop
and unleash the hidden potential
within their workforce and entire
business ecosystem.
www.sumtotalsystems.com
Symmetry Software simplifies
the payroll process with our
dependable and accurate payroll
withholding tax solutions.
www.symmetry.com
12
* As of press time
† Program Sponsor
2016 Fall Forum Information
Substitutions: A $45 administrative fee will be assessed for
each substitution. Please notify APA by letter or by fax at (210)
224-6038 if a participant substitution is needed with the following
information: conference name; original registrant’s name; new
(substitution) registrant’s name; title; company name; full street
address; and phone number. Substitution registrants become
ineligible for refunds. If you cannot attend the conference, you
must notify APA of your cancellation prior to the dates of the
conference. See cancellation policy.
You will receive an email confirmation of your registration after your
completed form and payment have been received and processed.
You will also receive an email with a link to select your workshops.
Please print and bring your workshop selection sheet with you to
the conference.
Registration Fees: Fees include continental breakfast, coffee
and refreshment breaks, lunch, and networking cocktail reception
on Wednesday, September 21; continental breakfast, coffee and
refreshment breaks, and lunch on Thursday, September 22, and
Friday, September 23.
Cancellations: Written requests received 7 business days prior
— full refund; 4-6 business days prior — refund less $50 service
charge; fewer than 4 business days prior — APA credit will be
issued less $100 and will be valid for one year from the date of
issue. Cancellations the day of the program or after the program
dates are nonrefundable and noncredited. Refunds will be made in
original form of payment.
Dress Code: Business casual is the recommended attire for all
events.
Hotel Accommodations: APA has reserved a room block at
the Mirage Hotel at the rate of $165 with a $25 resort fee and
applicable taxes per night Tuesday, September 20, through Friday,
September 23. Rates are for single/double occupancy. Room rates
are available three (3) days pre- and three (3) days post-forum
based on availability. These rates are available until sold out or on
August 29, 2016. When making your reservations, ask for APA’s
Fall Forum negotiated rate. To make reservations, please call (800)
627-6667. After August 29, 2016, reservations will be accepted on
a space available basis at the hotel’s prevailing rate. All reservations
must be guaranteed with payment for the first night. Cancellations
without penalty must be made three days prior to arrival. Check-in
time is 3:00 p.m.; check-out time is 11:00 a.m. Room reservations
and hotel arrangements are the sole responsibility of the individual.
APA is not responsible for any issues related to reservations that
the individual makes directly with the hotel. This includes final
payments or adjustments.
Continuing Professional Education Credit:
The APA is registered with the National Association of
State Boards of Accountancy (NASBA), as sponsors
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 through its website: www.
learningmarket.org. APA’s sponsor identification number is 103152.
No prerequisites or advance preparation required. Delivery
Method: Group-Live. Course Level: Overview
Note: Statements issued by speakers at APA conferences are the
responsibility of the speakers and do not necessarily represent
the opinion, position, or endorsement of the American Payroll
Association, their officers, members, or staff.
Hotel information:
Mirage Hotel
3400 Las Vegas Blvd South
Las Vegas, NV 89109
Reservations: (800) 627-6667
Recertification Credit Hours (RCH) are awarded by the
APA for pre-approved payroll learning events.
Kosher and Onsite Meal Requests: By requesting a kosher
meal and indicating the meal functions you will be attending,
you confirm that you will be eating your special request meal
purchased by APA on your behalf. There is no additional charge
for the kosher meal(s) unless you elect not to eat it, fail to pick up
the special request meal, or eat a regular attendee meal in its place.
In any of these instances, you will be invoiced $50.00 for each
individual kosher meal that you ordered. Vegetarian, gluten-free,
and kosher meals will be limited onsite. If one is not selected
at the time of registration, it will not be honored onsite.
v
Consent to Use Your Photograph and Contact Info:
By registering for this program, you are granting official conference
photographers permission to photograph you and publish photos in
APA publications, social media, and marketing materials. In addition,
by attending or speaking at this conference, you are granting
APA permission to make your contact information available to our
sponsors and exhibitors who
may choose to market their products and services to you via email,
fax, telephone, mail, or other means.
Share with peers and engage with experts via Twitter at this year’s Fall Forum.
Use #apaFF to enrich your conference experience and expand your payroll knowledge.
13
APA’s 2016 Fall Forum Registration Form
Select your workshops online following the instructions that will be emailed to you shortly after registering.
Register online: www.FallForum.org
Send a team of two to the 2016 Fall Forum at the
regular registration fee and receive the third registration FREE!
Blitz Discount!
Current APA members, you and two of your colleagues can attend for only $2,520 (member’s conference fee @ $1,260 x 2).
If you join APA, you and two of your colleagues can attend for only $2,774 (APA membership fee @ $254 + member’s conference fee @ $1,260 x 2).
Colleagues, you and two of your colleagues can attend for only $2,720 (colleague’s conference fee @ $1,360 x 2).
Nonmembers, you and two of your colleagues can attend for only $3,040 (nonmember’s conference fee @ $1,520 x 2).
Mail or fax a completed registration form for each Blitz Group member at the same time with total payment by one check or credit card. Cancellation and substitution fees still apply.
Names of Blitz Group members: 1._______________________________________________ 2.______________________________________________ 3._______________________________________________
1 ❏ I am an APA Member . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $1,260
Member’s ID#:________________________________________________________
3 Payment Information
Payment in U.S. dollars must accompany registration form.
Currency Converter: www.americanpayroll.org
(Update your contact information at www.americanpayroll.org)
❏ I am a COLLEAGUE of an APA member
(at the same street address) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $1,360
Three enrollment options:
❏ Online
❏ Fax
❏ Mail
www.FallForum.org (210) 224-6038 To address below
Colleague’s ID#:_________________________________________________
Member’s Name:_____________________________________________________
I authorize the API Fund for Payroll Education, Inc. to CHARGE my:
Member’s ID#:________________________________________________________
❏ I want to join APA and register at the member rate
Conference registration fee (member rate)
. . . . . . . . . . $ 1,260
One-year annual membership dues* . . . . . . . . . . . . . . . . $ 219
One-time enrollment fee . . . . . . . . . . . . . . . . . . . . . . . . . . . $
35
❏
❏
❏
❏
Card is:
❏ Corporate
❏ Personal
Card # : _______________________________________________________________
Exp. Date: ______________________________ CVV Code:___________________
TOTAL $ 1,514
Name on credit card:__________________________________________________
❏ I am NOT an APA member or colleague . . . . . . . . . . . . . . . . . $1,520
Signature of cardholder: _______________________________________________
Special Dietary Request: ❏ Vegetarian ❏ Gluten-free ❏ Kosher
❏ Peanut Allergy ❏ Dairy Allergy
❏ Purchase Order #: _________________________________________________
(government agencies/universities only)
2 Registrant’s Address
❏ Make CHECK payable and mail to:
API Fund for Payroll Education, Inc. • c/o American Payroll Association
660 North Main Avenue, Suite 100 • San Antonio, TX 78205-1217
Phone: (210) 224-6406 • Fax: (210) 224-6038
Email: [email protected]
Visit: www.americanpayroll.org
❏ Ms. ❏ Mr.
First Name:______________________________________ Middle Initial:_______
Last Name:____________________________________________________________
Title:___________________________________________________________________
Organization:__________________________________________________________
Street Address:________________________________________________________
City: ___________________________________________________________________
State/Province: ____________________Country: ___________________________
4
All Attendees Please Complete This Section
In case of emergency, contact:
Name:_____________________________________________________________________
Zip + 4-digit/Postal Code:_____________________________________________
Relationship to attendee:__________________________________________________
Phone:_______________________________ Fax:____________________________
Daytime Phone:___________________________________________________________
(Area/Country Code)
(Area/Country Code)
Email:_________________________________________________________________
Evening Phone:___________________________________________________________
(For official APA communications, registration confirmations, Payroll Currently,
PAYTECH-Digital, and PAYTECHonline)
Needed for new member enrollment:
Birth date:____________________ /___________________ /___________________
Please indicate if you are: ❏ CPA
❏ PA (For NASBA reporting purposes)
If you have a disability and require special services, please contact us at
least 30 days in advance of the event to discuss your needs. Call (210)
224-6406, M-F, 8 a.m. - 6 p.m. CT, or email Membership Services at
[email protected].
For Office Use Only:
*Membership dues are subject to change without notice and are
nonrefundable. Membership is on an individual basis; corporate
memberships are not available. 100% of membership dues are deductible
as an ordinary business expense.
Members of the American Payroll Association receive PAYTECH magazine
as part of their annual dues of $219, $50 of which is allocated for their
subscription to PAYTECH, which is nonrefundable therefrom.
Last updated September 2016
E M T: 9 V
Date: _________________ Order # : _________________ Batch #:__________________ Group #:_________________ Check # :__________________ C/P:_________________ Total: $________________ Event Code: 16FALLFM