COMPLIANT! INNOVATIVE! RESILIENT! - MAY 15 - 19, 2018 NATIONAL HARBOR, MD - APA Congress

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COMPLIANT! INNOVATIVE! RESILIENT! - MAY 15 - 19, 2018 NATIONAL HARBOR, MD - APA Congress
MAY 15 - 19, 2018
                                                                     NATIONAL HARBOR, MD

    COMP L I A N T! I N NOVATIVE! RESILIEN T!

              www.APAcongress.com

Congress Sponsors include:

                                                      an   company

                                                  ®

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                         Simple. Smart. Secure.
COMPLIANT! INNOVATIVE! RESILIENT! - MAY 15 - 19, 2018 NATIONAL HARBOR, MD - APA Congress
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2                                                                  2
COMPLIANT! INNOVATIVE! RESILIENT! - MAY 15 - 19, 2018 NATIONAL HARBOR, MD - APA Congress
Welcome to your guide to the 36th Annual Congress!
          This brochure will provide the highlights of Congress, with
               the latest details provided at APAcongress.com.

   Agenda . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
   Keynotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
   Special Guest Speakers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
   Special Presentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
   Expo. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
   Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1 1
   Highlights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2
   Education Tracks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  14
   Workshops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  15
   Entertainment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  19
   Registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  20
   Important Congress Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
   Virtual Congress & Expo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Planning Your Week
To complete your registration, you’ll need to complete the following online:

1. Registration
Register by April 18, 2018, to save $50 on your registration fee.

2. Hotel Reservations
Your online hotel reservation must be received by the Housing Bureau no later than
April 23, 2018. Rooms and group rates may not be available after this date.

3. Workshop Selection
After your registration with payment has been processed, you will receive an email in
February with a link to the online workshop selection process. Make sure you print a
copy of your selections for your records.
If you have any questions about these items or any aspect of Congress, please contact
Membership Services at (210) 224-6406, M – F, 8 a.m. – 6 p.m. CT, or email your
questions to APA_Events@americanpayroll.org.

              SPECIAL THANKS to the APA Board of Advisors for
                their contribution to the 36th Annual Congress
Owhen Astorga                            Ronald Gilson, CPP                          Jon Schausten, CPP
Ginnette Clark, CPP                      Billy Meyerkorth, CPP                       Christine Stolpe, CPP
Michelle Clawson, CPP                    LaTisha O'Neal, CPP                         David Wakeling, CPP

                   Get the latest Congress details at www.APAcongress.com

                                                                        3
COMPLIANT! INNOVATIVE! RESILIENT! - MAY 15 - 19, 2018 NATIONAL HARBOR, MD - APA Congress
MONDAY, MAY 14                                     WEDNESDAY, MAY 16
 2:00 p.m. – 7:00 p.m.                             7:00 a.m. – 6:00 p.m.
    Registration/Check-in                               Registration/Check-in
 5:00 p.m. – 5:30 p.m.                             8:00 a.m. – 9:30 a.m.
    Orientation                                         Workshop Session 1
 6:30 p.m. – 7:30 p.m.                             9:45 a.m. – 11:15 a.m.
    Tweet Up                                             Workshop Session 2
                                                    11:30 a.m. – 1:30 p.m.
TUESDAY, MAY 15                                         Luncheon
                                                       INTERNATIONAL GUEST PANEL
 7:00 a.m. – 6:00 p.m.
    Registration/Check-in                              Jason Low, C.P.S., Head of TAPS,
                                                       The Association for Payroll
 8:00 a.m. – 9:30 a.m.                                Specialists
    Annual Business Meeting
                                                       Frank Lilley, CPA, CGA, Chair,
Pre-Congress sponsored by                              The Canadian Payroll Association
                                                       Eira Hammond, FCIPPdip, Board
                                                       Chair, The Chartered Institute of
 8:00 a.m. – 9:30 a.m.
                                                       Payroll Professionals
     Pre-Congress Workshop 1
 9:45 a.m. – 11:15 a.m.                               KEYNOTE
     Pre-Congress Workshop 2                           Steve Spangler
 11:15 a.m. – 12:45 p.m.                              “The Science of Engagement”
     Luncheon
                                                       Sponsored by
   Sponsored by

 1:00 p.m. – 2:00 p.m.                             1:45 p.m. – 3:15 p.m.
     Power Hour Workshop Session                        Workshop Session 3
 2:15 p.m. – 3:45 p.m.
                                                    3:15 p.m. – 6:30 p.m.
     Pre-Congress Workshop 3
                                                        Expo and Global Pavilion
 4:00 p.m. – 5:00 p.m.                                 Opening Cocktail Reception
    Spouse and Guest                                6:30 p.m. – 8:00 p.m.
    Information Meeting                                 Chapter Exchange Reception
 4:00 p.m. – 6:00 p.m.                                 and Awards
    Opening General Session                            Sponsored by
                                                                         an     company
   WELCOME REMARKS
   Dan Maddux, Executive Director,
   American Payroll Association
   Sondra Dougherty, CPP, Immediate
   Past President, American Payroll
   Association
   John Raguz, CPP, President,
   American Payroll Association
   2018 Payroll Man and Woman of
   the Year Awards
   KEYNOTE
   Jane Seymour
   “Remarkable Changes: Striving
   Through Adversity”
   Sponsored by
                                           ®

                                  ®

                  Simple. Smart. Secure.

  All times are Eastern Daylight Time (EDT).

                                               4
COMPLIANT! INNOVATIVE! RESILIENT! - MAY 15 - 19, 2018 NATIONAL HARBOR, MD - APA Congress
THURSDAY, MAY 17                              FRIDAY, MAY 18
 7:00 a.m. – 12:00 p.m.                       7:00 a.m. – 12:00 p.m.
    Registration/Check-in                         Registration/Check-in
 8:00 a.m. – 9:30 a.m.                        8:00 a.m. – 9:30 a.m.
    Workshop Session 4                            Federal Government Executive
                                                  General Session
 9:45 a.m. – 11:45 a.m.
    General Session                            9:30 a.m. – 11:00 a.m.
                                                  Expo and Global Pavilion Open
    INTRODUCTORY REMARKS
    Dan Maddux, Executive Director,            11:00 a.m. – 12:30 p.m.
    American Payroll Association                   Workshop Session 7
    SPECIAL PRESENTATION                       12:45 p.m. – 2:15 p.m.
    “The Future of Work and Pay”                   Awards Luncheon
    Josh Bersin, Principal and Founder,
                                                  Sponsored by
    Bersin™, Deloitte Consulting LLP                                 an   company

    GUEST SPEAKERS
    Don Weinstein,                                GUEST SPEAKERS
    Chief Strategy Officer, ADP
                                                  Stephanie Salavejus, CPP
    Martin Hartshorne, VP, Product,               2017 Payroll Woman of the Year
    Ultimate Software                             David Wakeling, CPP
                                                  2017 Payroll Man of the Year
 11:45 a.m. – 2:30 p.m.
                                               2:30 p.m. – 4:00 p.m.
     Expo and Global Pavilion Open
                                                   Workshop Session 8
 11:45 a.m. – 12:45 p.m.
                                               4:15 p.m. – 5:45 p.m.
     Expo and Global Pavilion
                                                  Closing General Session
     Networking Lunch
    Sponsored by
                                                  KEYNOTE
                                                  Brad Montgomery
 2:15 p.m. – 3:45 p.m.                           “Embrace Your Awesomeness”
     Workshop Session 5                           Sponsored by

 4:00 p.m. – 5:30 p.m.
     Workshop Session 6                           Door Prizes

 5:00 p.m. – 7:30 p.m.
    Expo and Global Pavilion                  Saturday, May 19
    Cocktail Reception/Dinner
                                               8:00 a.m. – 9:30 a.m.
 6:30 p.m. – 7:30 p.m.
                                                   Workshop Session 9
    Costume Contest
                                               9:45 a.m. – 11:15 a.m.
 7:30 p.m. – 11:30 p.m.
                                                   Workshop Session 10
    License to Party

                                          5                               www.APAcongress.com
COMPLIANT! INNOVATIVE! RESILIENT! - MAY 15 - 19, 2018 NATIONAL HARBOR, MD - APA Congress
Tuesday Opening General Session

Jane Seymour
“Remarkable Changes: Striving
Through Adversity”
Internationally acclaimed actress, humanitarian, author, artist,
and entrepreneur, Emmy and Golden Globe Award-winning
Jane Seymour will share how she learned to embrace life’s
challenges and turn them into strengthening tools. Jane
will explain the true value in our life transitions, share
the three stages of change, empower you to accept life
shifts, and teach you how to manage even the toughest
personal and professional situations.

FOS: Personal Development/1.0 CPE credit/1.0 RCH

                                          ®

Sponsored by                     ®

                 Simple. Smart. Secure.

                                          6
COMPLIANT! INNOVATIVE! RESILIENT! - MAY 15 - 19, 2018 NATIONAL HARBOR, MD - APA Congress
Wednesday Luncheon

Steve Spangler
“The Science of Engagement”
Emmy Award-winning television host, science communicator, and business
leader Steve Spangler is the science teacher you always wanted in school.
Without warning, things would fizz, pop, and explode, making students
chant, “Best day ever!” During his high-energy presentation, Steve will
teach you that the best day ever is more than just a feeling or emotion, it’s
a powerful principle that helps people uncover strategies for connecting,
experiencing, and engaging in team settings. Learn how to engage
at the highest levels to propel customer satisfaction and help your
organization grow.

FOS: Personal Development/1.0 CPE credit/1.0 RCH

Sponsored by:

                            Friday Closing General Session

                           Brad Montgomery
                           “Embrace Your Awesomeness”
                           Knowing that our people are our most valuable asset isn’t enough. We need
                           to fully understand how to empower and inspire them. Brad Montgomery
                           will use humor, stories, music, and other tools to illustrate ways to improve
                           our ability to meaningfully encourage others. Discover ways to achieve
                           untapped productivity and accuracy while creating and sustaining
                           positivity, optimism, and meaningfulness in others. Focusing on the people
                           side of business not only improves the bottom line, it can be enormously
                           satisfying, inspiring, and sometimes very funny.

                           FOS: Personal Development/1.0 CPE credit/1.0 RCH

                           Sponsored by

                                                            7                                        www.APAcongress.com
COMPLIANT! INNOVATIVE! RESILIENT! - MAY 15 - 19, 2018 NATIONAL HARBOR, MD - APA Congress
John Raguz, CPP
President
American Payroll Association

               Sondra Dougherty, CPP
               Immediate Past President
               American Payroll Association

Stephanie Salavejus, CPP
2017 Payroll Woman of the Year

                 David Wakeling, CPP
                 2017 Payroll Man of the Year

 Jason Low, C.P.S.
 Head of TAPS
 The Association for Payroll Specialists

               Frank Lilley, CPA, CGA
               Chair
               The Canadian Payroll Association

Eira Hammond, FCIPPdip
Board Chair
The Chartered Institute of Payroll Professionals

           8
COMPLIANT! INNOVATIVE! RESILIENT! - MAY 15 - 19, 2018 NATIONAL HARBOR, MD - APA Congress
Thursday General Session
       “The Future of Work and Pay: How Will Artificial Intelligence,
       Data, and Predictive Analytics Change Your World?”

       Josh Bersin
       Principal and Founder,
       Bersin™, Deloitte Consulting LLP
       As technology advances jobs are going to change, organizations are getting
       flatter, and people are getting much more connected. We are all becoming
       more augmented by technology, whether it be our phone or our computer,
       or some AI software. Innovation in technology is changing jobs to be
       different and there are opportunities for professionals in payroll, accounting,
       and HR to benefit from these changes.

       Josh Bersin, industry-leading HR technology analyst, guides us on this
       journey into the "Future of Work and Pay." He has advised some
       of the largest and well-known companies on the planet, and
       has been featured in such media outlets as Harvard Business
       Review, The Wall Street Journal, Bloomberg, BBC Radio, and
       National Public Radio. Josh will present his research on the
       paths that many companies are forging towards innovation
       as well as separate the hype from reality when it comes to
       this trending topic. You'll also hear from those who are
       developing new technologies around AI and analytics
       that you may see in the next few years, what it could
       mean for you, and what you can take back to your
       company in order to prepare.

       Special Guests

                          Don Weinstein                                              Martin Hartshorne
                          Chief Strategy Officer                                     VP, Product
                          ADP                                                        Ultimate Software

  Don is responsible for Corporate Strategic               Martin joined Ultimate in 2013 when Ultimate
  Planning, Mergers and Acquisitions, and                  Software acquired EmployTouch Inc., where Martin
  ADP Ventures, the company’s new business                 served as the founder and CEO. Martin leads the
  incubator. Prior to joining ADP, Don held senior         Product Development team in understanding
  strategy roles within IBM Corporate Strategy and         customer and market needs, setting the vision
  PriceWaterhouseCoopers Strategy and Change               for UltiPro, and defining the UltiPro product
  Consulting. He began his career with General             roadmap. Martin holds an MBA from the Kellogg
  Electric as an Edison Engineer. Don received             School of Management and a BaSC in Computer
  a BS in Mechanical Engineering from Rutgers              Engineering from the University of Waterloo.
  University, an MS in Mechanical Engineering
  from Drexel University, and an MBA from New
  York University's Stern School of Business.

                                    FOS: Technology/1.0 CPE credit/1.0 RCH

www.APAcongress.com                                                   9
The World’s Largest                                                    WEDNESDAY, MAY 16
Payroll Expo                                                           Expo and Global Pavilion
The Expo is the place to learn all about the state-                    Grand Opening
of-the-art payroll and related technologies and                        Cocktail Reception
tools to implement best practices, operational                         3:15 p.m. – 6:30 p.m.
efficiencies, and cost savings. Educate yourself on
today’s resources and tomorrow’s trends.                               THURSDAY, MAY 17
                                                                       Expo and Global Pavilion Open
Highlights Include:                                                    11:45 a.m. – 2:30 p.m.
•   Explore, learn, and share at the Learning 		                          Networking Lunch in Expo
    Lounge, powered by Workday
                                                                          11:45 a.m. – 12:45 p.m.
•   Meet Steve Spangler at the Workday booth
                                                                       Expo and Global Pavilion Open
•   Check out the Technology Solutions                                 Cocktail Reception/Dinner
    Stage for insightful presentations during                          APA Gift Distribution
    Thursday's lunch
                                                                       5:00 p.m. – 7:30 p.m.
                                                                          Costume Contest
                                                                          Exhibitor Prize Drawings
                                                                          6:30 p.m. – 7:30 p.m.

                                                                       FRIDAY, MAY 18
                                                                       Expo and Global Pavilion Open
                                                                       9:30 a.m. – 11:00 a.m.
                                                                         Exhibitor Prize Drawings
                                                                         10:30 a.m. – 11:00 a.m.

                                  2018 Congress Exhibitors*
           Accountemps and Robert Half         EPAY Systems, Inc.                Paychex
              Finance & Accounting             Equifax Workforce Solutions       Payroll Tax Management, Inc. (PTM)
           ADP, LLC                            FMP Global                        PayTrain
           Allpoint Network                    FSV Payment Systems               PDS Software
           AMGtime                             Global Cash Card
                                                                                 Practice Insight
           APA Solution Center                 Greenshades Software
                                                                                 rapid! PayCard
           Attendance on Demand                High Line Corporation
                                                                                 SALT Payroll Consultants
           Bloomberg BNA                       Integrity Data
                                                                                 SOLE Financial
           Blue Marble Global Payroll          Interlogic Outsourcing, Inc.
                                                                                 SumTotal Systems, LLC
           Brink‘s Money                       iSolved
                                               JAT Software                      Symmetry Software
           Business Software, Inc.
                                               Kronos Incorporated               SyncHR
           Canadian Payroll Association, The
                                               LTtax, Inc.                       Synel America
           Celergo, LLC
                                               MasterTax, LLC                    TimeClock Plus
           Ceridian
                                               Money Network, A                  Thomas & Company
           CIC Plus
                                                 First Data Company
           CMI Time Management                                                   uConfirm
                                               NACHA – The Electronic
           Comdata                                                               Ultimate Software
                                                 Payments Association
           ComplyRight                                                           Unicorn HRO, LLC
                                               NetSpend, a TSYS Company
           Corporate Cost Control              NGA Human Resources               U.S. Bank
           D2Xchange, LLC                      NOVAtime Technology, Inc.         Vertex, Inc.
           Employers Unity, LLC                OneSource Virtual                 Workday, Inc.
           Emptech                             PaycheckCity.com                  WorkForce Software, Inc.

                                          10                                                        *As of press time
Diamond
           Level

                       an                 company

                                                          ®

         Sapphire                         ®

          Level
                      Simple. Smart. Secure.

         Platinum
           Level

          Gold
          Level

          Silver
          Level

www.APAcongress.com                               11               *As of press time
                            Logo Font: Helvetica
                            Tagline Font: VAG Rounded
                            Pantone 285 Blue (C=89 M=43 Y=0 K=0)
Networking                                       Awards Ceremonies
                                                 Members are the lifeblood of the APA.
Congress Orientation                             The success of the association and the
A must for first-timers, a Congress              advancement of the payroll profession
                                                 are not possible without the efforts of our
Orientation Session will help make Congress
                                                 volunteers. APA will honor these exceptional
one of the most rewarding experiences of
                                                 achievers in special awards ceremonies
your career! This session is presented by
                                                 throughout the week.
Congress veterans who will show you how
to learn, network, and make the most out
                                                 Chapter Awards
of your Congress experience. Orientation is
                                                 The Chapter Contest Awards will be
Monday, May 14, 5:00 p.m. – 5:30 p.m.
                                                 announced during the Chapter Exchange
                                                 Reception, on Wednesday, May 16, 6:30 p.m.
Chapter Exchange Reception                       – 8:00 p.m. Be there to hear about all of the
Join us for an interactive networking session    chapters’ success and hard work and see
where you can meet peers from more               who will win the coveted Chapter of the Year
than 130 active APA chapters. Take this          Award. Let’s celebrate all of the 2017 chapter
opportunity to meet APA’s Board of Advisors      accomplishments.
from each of the nine regions and discuss
how to make your chapter a success. This         Blend In or Stand Out?
exciting event takes place Wednesday, May
16, 6:30 p.m. – 8:00 p.m.
                Sponsored by
                                 an    company

Chapter Pictorials
Video monitors throughout the convention
center will showcase all of the creative and
colorful local chapter pictorial presentations
that were entered in the 2018 Chapter
Pictorial Contest. Each unique photo
montage slide show reflects the activities and
events APA’s individual chapters participated    Are you on Team Bond or Team Villain? Show
in throughout 2017.                              your allegiance at the License to Party! Show
                                                 off your style by dressing as your Best Bond
Social Media @ Congress                          (recreate your favorite Bond film character
Expand your network and meet social              or ensemble), in your best High Society
media enthusiasts at the Congress Tweet          (dress to the nines and awe the judges with
Up, Monday, May 14, 6:30 p.m. – 7:30 p.m.        your swagger, pomp, and circumstance),
Need some social media training? Stop by         as Absolutely Evil (scare us with your most
the Tweet Up or meet up at the APA booth         dastardly execution of a Bond Villain), or
during the Expo Cocktail Receptions on           an International Spy (show off your secret
Wednesday and Thursday to learn how to           agent savoir-faire as an international Woman
expand your online network. Be sure to use       or Man of Mystery). Judging will take place
#paycon on your social media posts.              during the Expo Cocktail Reception and
                                                 Dinner on Thursday, May 17 at 6:30 p.m.
Events
Annual Business Meeting
                                                 Resources
Held on Tuesday, May 15, 8:00 a.m. – 9:30        New Workshops Added to
a.m., the American Payroll Association’s         the Lineup
Annual Business Meeting is open to all           In order to keep up with the ever-changing
association members.                             payroll industry, 28 new workshops have been
                                                 added to this year’s educational lineup. There
                                                 are more than 180 different workshops to
                                                 choose from!

                                      12
Federal Government Executive                                         Congress App
General Session                                                      Download the free Congress 2018 smart phone
                                                                     app to view the latest schedule, look up details on
During the Federal Government Executive General
                                                                     speakers and sessions, search for Expo information,
Session on Friday, May 18 at 8:00 a.m., key players in the
                                                                     message other attendees, and much more!
administration will discuss the issues that impact payroll
management and how they are working to implement
change. When the Trump Administration came to                        			Sponsored by
Washington, D.C., they posed different ideas about
immigration policy, tax cuts and reform, wage and hour
                                                                     Congress Today
regulations, the role and size of executive agencies, and
other regulations that impact businesses.                            Congress Today is the award-winning combination
                                                                     printed magazine and blog, providing timely news
Leadership Excellence Series                                         stories on conference events and photo coverage to
                  Leadership is not defined by your title –          enhance your Annual Congress experience. Use this
                  it is defined by your actions. All it takes        important onsite resource – both in print and online –
                  is the right attitude, the right plan, the         for important Congress news and highlights.
                  right opportunities, and the right tools.
                                                                     Spouse and Guest Information Meeting
                  Join Dr. Shirley Davis for a professional
                                                                     All guests of registered participants are invited to a
                  development event with in-depth
                                                                     special spouse and guest program on Tuesday, May 15,
Shirley Davis,    discussions on diversity and inclusion,
Ph.D., CSP, SPHR,                                                    4:00 p.m. – 5:00 p.m. To help guests make the most of
                  mastering your reinvention, and achieving
SHRM-SCP                                                             their stay in the National Harbor area, representatives
                  career success. Dr. Davis is well versed
                                                                     from local attractions will share highlights from some of
in business and organizational management with a
                                                                     the city’s most popular sites.
specialization in leadership. Earn 6 RCHs and a Certificate
of Completion after attending two double sessions                    Earn up to 26.5 CPE Credits
on Wednesday and Thursday. This series is open to all
                                                                     CPAs can earn up to 26.5 CPE credits for attending
professionals.
                                                                     each Pre-Congress session, applicable General Sessions,
                                                                     and workshop sessions.
                                 Expo and                            Recertification Credit Hours
                                 Learning Lounge                     FPC and CPP designation holders can earn up to
                                In one convenient place              26.5 RCHs for attending this conference, and up to an
                                you will find a wide                 additional 15 RCHs for attending Virtual Congress; see
                                array of world-class                 page 23 for more information. Virtual Congress is free
                                vendors with the latest              to APA Members and is included with your Congress
                                products, technologies,              registration. See page 20 for additional details.
                                and services you
                                require to enhance your
operational efficiency and reduce costs! Don‘t miss the
Expo and Global Pavilion Opening Cocktail Reception
on Wednesday, May 16. Plus, ”lean in” and enhance
your education by visiting the Expo Learning Lounge.
You'll uncover opportunities to discover additional
insight on payroll topics, share with peers, and engage
with experts.

Global Payroll Management Forum
The Global Payroll Management Institute’s 3rd Annual
Global Payroll Management Forum is provided in
tandem with APA’s Congress. Join international
attendees and exhibitors from more than 20 countries
for thought leadership sessions, workshops, and
knowledge sharing. The Global Payroll Management
Forum includes entry into the world’s largest payroll
Expo, including a Global Pavilion of payroll service
providers and solutions. Go to GPMInstitute.com for
more information.

                                                                13                                  www.APAcongress.com
Education Tracks offer a series of workshops for individuals who want to take a deeper
dive on a specific topic. The Tracks include several workshops that increase your level of
understanding as you attend each workshop.

thought leadership                                                                global forums
Significant return on investment and overcoming industry                          These forums explore a wide spectrum of payroll, taxation,
challenges with specific product solutions is the focus of                        and related issues from a global perspective. Topics include
the Thought Leadership track. These educational sessions                          paying nonresident aliens, foreign nationals, and expatriates;
showcase how organizations implemented specific solutions                         international employee data privacy; and global risk
that positively impacted their bottom line.                                       management.

                                                                                  global payroll: country-by-country
                                                                ®

                                                       ®

                                       Simple. Smart. Secure.                     Is your organization expanding globally? In this track you will
                                                                                  learn the wage and hour and taxation requirements of selected
payroll processing                                                                countries.
This essential track presents topics critical to the efficient
operation of the payroll process. Subjects range from internal                    expatriate payrolls
                                                                                  Are you paying U.S. citizens or resident aliens working outside of
controls to electronic payment methods and reconciliations.
                                                                                  the United States? This track will provide you the information to
payroll compliance tools                                                          ensure you are taxing and reporting wages and fringe benefits
Is your goal to have a penalty-free payroll? In this track you will               correctly. You will learn when to withhold and report income,
learn how to identify compliance issues and resolve them before                   social security and Medicare taxes.
your organization is subject to penalties.                                        accounts payable
wage payments and deductions                                                      This is the essential track for accounts payable professionals
This track presents topics critical to ensuring that employees                    and anyone who interfaces with AP. These sessions cover
                                                                                  processes and practices critical to a successful accounts
are paid accurately. Subjects range from regular rate of
                                                                                  payable operation. Topics include Forms 1099-MISC and W-9
pay and handling overpayments to child support and other
                                                                                  as well as internal controls, automation, and technology.
mandatory deductions.
                                                                                  technology
wage payments and deductions: basics                                              This track is designed for IT, HRIS, and payroll professionals
This track presents topics critical to ensuring that employees                    and those who interact with them. These sessions cover the
are paid accurately. Subjects range from regular rate of pay and                  latest technology, such as paycards, electronic forms, and
handling overpayments to child support and other mandatory                        self-service Internet portals, as well as information security
deductions.                                                                       and emerging technology trends.
u.s. taxation and forms
                                                                                  organization and personal management
This track presents topics essential to the understanding
                                                                                  For anyone seeking insights and perspective on a range of
of U.S. payroll taxation and reporting compliance. Subjects                       timely issues. This track offers vast options for enhancing
range from third-party sick pay to multi-state taxation.                          your interpersonal skill set, furthering your professional
                                                                                  development, expanding your leadership potential, and
government affairs
                                                                                  advancing your career.
This track is for professionals involved in maintaining
compliance. These sessions provide a thorough review of                           leadership excellence series
legislative and regulatory updates; explore the expansion of                      A premier professional development track for all leaders, and
electronic forms, filing and reporting; and include the latest                    those who aspire to become leaders. By attending all of the
from the IRS, SSA, DOL, and other government agencies.                            workshops in this track, you will earn a Certificate of Completion.

industry specific forums
Are you in a special industry or have a special interest? These

                                                                           Y
forums discuss the hot topics and the unique issues of special                    generation y designation
interest to practitioners in a variety of trades and industries.           GEN Generation Y, or Millennials, are on track to become the
                                                                                  most educated generation in history. Gen Y-ers say it is
benefits and compensation                                                         “cool to be smart” and “knowledge” is what makes someone
This track is for professionals looking for best practices and                    successful. These sessions are for people of any generation,
trends in the field of benefits and compensation, including                       but specifically for those who crave more professional
the latest on fringe benefits, stock options, cafeteria plans,                    development and a generous hand in advancing their career.
and nonqualified deferred compensation plans.                                     Hear discussions from experienced professionals and get a
                                                                                  jump on your career (as well as tips for staying on the path
executive                                                                         to success).
This track is ideal for executives, vice presidents, directors,
and managers in payroll, finance, HR, and technology.
Topics include metrics, best practices, change management,
outsourcing, global perspectives, and techniques to help you
and your organization reach world-class performance.

                                                                      14
Visit APAcongress.com for complete workshop descriptions
                                  and the week's schedule.

         Payroll Processing                                           Wage Payments and Deductions
       • Develop Your Payroll Internal Controls                     • e-IWO: The Journey to Paperless Child Support
          and Framework                                                 Orders and More Begins Here
       • Electronic Payments: Latest Developments                   • Is Payroll in California That Difficult?
           for an Efficient Payroll Process
                                                                    • Overpayments: What Can We Do?
       • How to Change Payroll Cycles and Keep Your
                                                                    • Telecommuting: Wage and Hour/Taxation Issues
          Friends Along the Way
                                                                    • Too Many Deductions...Not Enough Pay
       • How to Reconcile and Reassure Your
          Executives' Total Pay                                     • Understanding How to Calculate Federal Taxes
       • IRS/SSA Reconciliations: What You Don't Know               • Voluntary Wage Assignments Law and Practice
           Can Hurt You
                                                                    • Wages Owed to Deceased Employees
       • Mergers and Acquisitions, Advanced
                                                                    • White Collar Exemptions Under the FLSA
       • Oops! How Do I Prevent That Payroll Error
          From Happening Again?
                                                                      Wage Payments and
       • Payroll Accounting: How Important Is It?
                                                                      Deductions: Basics
       • Payroll Auditing Techniques
                                                                    • Garnishments, Levies, Student Loans, and More
       • Perform a Root Cause Payroll Analysis: Take
           Your Payroll Department to the Next Level                • Managing Termination Pay

       • Record Retention: More Control, Disposition                • The Nuts and Bolts of Child Support
           of Records                                               • Wage and Hour: Compensable Time Issues

         Payroll Compliance Tools                                     U.S. Taxation and Forms
       • Compliance Research: How to Find Answers                   • An Introduction to Multi-State Taxation
          and Communicate to Management
                                                                    • Are You Ready for Larger Penalties?
       • Keep It All Together, Keep It All Straight: Payroll
           Record Keeping Requirements                              • Controlling Employer Factors to Keep
                                                                       SUI Rates Low
       • Secrets of a Successful Year-end
                                                                    • Correcting the W-2: Form W-2c to
       • The 10 Most Common Payroll Pitfalls                           941-X and More
       • The Basics of Payroll Reconciliations                      • Domestic Mobility
                                                                    • Emerging Trends in Payroll Tax Administration
                                                                    • Local Income Tax in Indiana and Ohio
                                                                    • Local Income Tax in Pennsylvania
                                                                    • Multiple Local Jurisdiction Withholding
                                                                       Requirements
                                                                    • Supplemental Wages and Proper Taxation

www.APAcongress.com                                            15
Government Affairs                                   • Nonqualified Deferred Compensation
                                                         Plans, Advanced
• DOL Investigation: How Would You Stack Up?          • Paid Sick Leave: From Perk to Mandate
• Economic Census                                     • State and Local Taxation of Stock Options
• Forum on Federal Payroll Issues, Part 1                 and Other Equity-Based Awards
• Forum on Federal Payroll Issues, Part 2             • Stock Options and Equity Compensation
                                                          Plans, Advanced
• Legislative Outlook and APA Lobbying 1
                                                      • Taxable and Nontaxable Fringe Benefits, Part 1
• Legislative Outlook and APA Lobbying 2
                                                      • Taxable and Nontaxable Fringe Benefits, Part 2
• State and Local Payroll: Key Developments
    and Research Tools
• Therapy 101: Form I-9 and E-Verify                   Executive
• Top 10 Things You Need to Know About
                                                      • Business Continuity Planning: It's Not Just
    Employment Tax
                                                          Disaster Recovery Anymore
• Understanding and Impacting the
                                                      • Change Management Strategies to Ensure
   Legislative Process
                                                          Successful Projects
• Using the Internet for Federal, State,
                                                      • Cost Efficiencies
    and Local Payroll Research
                                                      • Executive Compensation Audits: What Is the IRS
• What's Old and New at SSA!
                                                          Looking At?
                                                      • HR/Payroll/Time Metrics: Turning Data Into
  Industry Specific Forums                               Meaningful Information
                                                      • Innovative Best Practices of Prism Award Winners
• Challenges of Health Care Industry Payroll          • Payroll Strategies for Success
• FLSA Issues and Case Studies for the                • Quality Enhancements for Payroll
    Government/Public Sector
                                                      • Six Sigma and Lean Practices Promote Success
• Fringe Benefits for Government Sector,                  on Your Payroll Journey
    Police, and Fire
• Payroll for Higher Education Institutions
• Payroll in the Hospitality Industry                  Global Forums
• Process Automation of Today and Tomorrow            • Payroll Data on a Global Level
• Retail HOT Topics                                   • Brexit: The Long Divorce and Insights Into
• The One-Person Payroll Department                       Processing International Payroll

• What a Service Provider Needs to Know About         • Business Traveler Considerations for Payroll
   Employment Tax                                         and Corporate Tax Departments
                                                      • Can You Afford the Global Payroll
                                                          Compliance Risk?
  Benefits and Compensation                           • Developing a Strategy for Global Payroll
                                                         Shared Services
• Health Care Reform: What's Next                     • Global Mobile Employees and Equity
• Introduction to Stock and Stock Option Plans            Compensation
• Nonqualified Deferred Compensation                  • Global Payroll Project Management:
   Plans, Basic                                           Live to Pay Another Day
                                                      • Global Payroll: Myths Resolved

                                                 16
Expatriate Payrolls
                                                           • Expatriate Payroll 101: Everything You
                                                               Need to Know to Get Started
                                                           • Expatriate Payrolls, Advanced

• Global Payroll: Your Passport to Education               • Shadow Payrolls

• Go Global Where You CAN and Local Where                  • Understanding the Tax Equalization
   You MUST                                                   and Tax Protection Process

• Introduction to U.S. Nonresident Alien
    Tax Withholding
                                                             Accounts Payable
• Managing Vendor Partnerships Worldwide
• Nonresident Alien Taxation and Withholding               • AP Accounting and Month-End Accruals
   for J-1 Exchange Visitors and F-1 Students              • AP Internal Control and Auditing Techniques
• Social Tax Compliance: A Global Payroll Challenge        • Form 1099-MISC Reporting: Federal and
• The State of Global Payroll: Facts, Fears, and               State Requirements
    the Future for Your Organization                       • Payroll/AP Best Practices: What Does This
• Understanding Tax Treaty Benefits                            Really Mean?
   and Limitations                                         • Unclaimed Property Reporting: What You
• What You Need to Know About Global Data                     Need to Know
   Privacy Regulations/Managing                            • Understanding Payments to Foreign Workers
• When Does a Visa Impact Withholding?                     • Worker Classification Issues
• Winning Globally: Discovery, Strategy,                   • Yes! AP and Payroll Should Talk
   Governance, Part 1
• Winning Globally: Selecting a Payroll Delivery
   Model for Your Organization, Part 2                       Technology

  Global Payroll:                                          • Compliance, Control, and Costs: The Three
                                                              Cs of Workforce Management
  Country by Country
                                                           • Data Breach Risk Assessment: The Road
• Canadian Payrolls Nontaxation Issues                        Less Traveled
• Canadian Payrolls Taxation Issues                        • Enabling Strategic Success Through
• Paying in the U.K.                                           Cybersecurity Execution

• Payroll in Australia                                     • How Smart Payroll Can Change Everyday
                                                              Payroll Processing
• Payroll in China and Vietnam
                                                           • Paperless Pay Compliance in 50 States
• Payroll in France
                                                           • Payroll Card Program Best Practices
• Payroll in India
                                                           • Payroll Data Privacy 101
• Payroll in Japan
                                                           • Payroll Fraud: Detect, Deter, Defend
• Payroll in South Africa
• Payroll in The Netherlands
• South Asian Payroll: Oddities and Compliance
• Taxable Benefits in Canada
• Termination Requirements in Australia

                                                      17                                www.APAcongress.com
• Payroll Fraud: How Fraudsters Are                          • Striking a Balance: In-Demand Hard and Soft
    Attacking Payroll                                            Skills for Payroll Professionals
• Preparing and Analyzing Requests for Proposal              • Succession Planning and Emerging Generations
• Punch in and Punch Out: Trends in Time                     • The Career Launching Cube: Interns In Payroll
    and Attendance
                                                             • The Perfect Partnership: Payroll and
• The CHRO/CFO Agenda on Digital Payroll                         Human Resources
• Top 10 Cybersecurity Concerns That Businesses              • Tips for Project Management
    Always Ask About
                                                             • Work/Life Balance: What Does That Mean?
• What Every Payroll Professional Needs to Know
                                                             • You Have Reached Your Peak! Now What?
   About Emerging Payroll Technologies

     Organization and                                         Power Hour
     Personal Management
                                                             • Chapters Are Forever
• Advanced Career-Building Speaking Skills
                                                             • Hotline Referral Committee Meeting
• Communication: I Can't Believe I Just Said That!
                                                             • Make a Difference Through Volunteer Committees
• Developing a Cohesive Team
                                                             • Payroll Source Plus Demonstration and Q&A
• Documenting Your Procedures and Processes
                                                             • PayTrain Overview
• Emotional Intelligence
                                                             • Prepare Yourself for the FPC and CPP Exams
• Exceptional Customer Service for
    Payroll Professionals                                    • Social Media Best Practices for
                                                                 Payroll Professionals
• Followership: A Path to Leadership
                                                             • Talent Management Through
• How to Turn a Payroll Disaster Into a Payroll Win
                                                                 Payroll Assessments
• Identity Theft: Who's Spying on Your Company?
                                                             • Writing Questions for the FPC and CPP Exams
• Just in Time Scheduling: What Every Employer
    Should Know
• Let's Talk: Giving Feedback                                 Thought Leadership
• Maximize Millennials in the Workplace
                                                             • Evolve Payroll From a Shared Service Into an
• Mentoring and Making It Work for Everyone                      Employee Benefit
• Metrics: How to Begin to Tell Your Story                   • Navigating the New Prepaid Ruling: What Your
• Myths, Misconceptions, and Untruths of Payroll                Organization Needs to Know to be Compliant

• Negotiations: Principles and Applications                  • Power of One Unified Payroll, HR, and Time
    for Payroll                                                  Tracking Solution

• New Employee Scheduling Laws Affect Payroll:
    What You Should Know
                                                               Leadership Series
• New Payroll Manager? Enhance Your
   Management Skills                                         Topics covered in two double sessions:
• Payroll Best Practices Recap                               Part 1
• Payroll Consulting as a Career: Is it Right for Me?        Building a Winning, Welcoming, and High
                                                                 Performing Workplace Culture
• Process Mapping: Driving Process Improvement
                                                             Unconscious Bias in Decision Making
• Selling Yourself and Your Ideas
                                                             Part 2
• Stand Up, Speak Out, Career Success!                       Mastering Your Reinvention in an Era of Disruption
                                                             Ten Cs to Achieving Career Success

                                                        18                                            *As of press time
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MEMBER GAME

                       WHO
                       WHO PAID
                           PAIDME
                                ME

                                                            Juanita Trotter, CPP        Ronald Gilson, CPP
                                                                  J Money                   Otto Pay
Four APA members have been training in the
ways of a true secret agent to stop an evil
villain who is out to ruin 21st century payroll
technology. In the months leading up to
Congress, each member will complete four
missions to test their skills of confidentiality,
knowledge, punctuality, resourcefulness,
                                                            Ansleigh Smith, CPP        Deborah Laidler, CPP
precision, creativity, and preparation.                      Miss Calculations            Agent Eye-9

Follow the agents-in-training at www.facebook.com/AnnualCongress.

                                                             19
ALL-ACCESS PASS                                     THREE-DAY          TWO-DAY                 ONE-DAY
     (5 DAYS + VIRTUAL CONGRESS)**                                PASS               PASS                   PASS
      Save $50 when you register between
          January 1 and April 18, 2018*

                         $1,850
                  Register on or after
                                                                   $1,590             $1,060                 $530
                    April 19, 2018

                         $1,900

            ALL-ACCESS PASS                                     THREE-DAY          TWO-DAY                 ONE-DAY
     (5 DAYS + VIRTUAL CONGRESS)**                                PASS               PASS                   PASS

      Save $50 when you register between
          January 1 and April 18, 2018*

                        $2,000†
                  Register on or after                             $1,800             $1,200                 $600
                    April 19, 2018

                       $2,050††

            ALL-ACCESS PASS                                     THREE-DAY          TWO-DAY                 ONE-DAY
     (5 DAYS + VIRTUAL CONGRESS)**                                PASS               PASS                   PASS
      Save $50 when you register between
          January 1 and April 18, 2018*

                         $2,150†
                  Register on or after
                                                                   $2,025             $1,350                  $675
                    April 19, 2018

                        $2,200††

Additional Item Available for Purchase
Expo Cocktail Reception/Dinner and License to                            Invest in your success.
Party: May 17, $100 per guest (Must be 21 and                            Invest in APA Membership.
older to attend.)
                                                                         RESOURCES
For Registration Questions: Call Membership                              Industry publications and breaking payroll
Services at (210) 224-6406, M-F, 8 a.m. – 6 p.m. CT                      news and updates
or Email APA@americanpayroll.org                                         EDUCATION
Register Online: www.APAcongress.com                                     Member discounts on all payroll training classes,
                                                                         conferences, webinars, web-based programs,
* Discount does not apply to One-, Two-, or Three-Day passes.            online training, and all APA publications, plus
** Virtual Congress is free to APA Members. Colleagues and Non-          FREE Virtual Congress registration
Members: join APA and receive a free registration to Virtual Congress.
                                                                         SUPPORT
†Join APA when you register for Congress and receive a Free Virtual      Networking with over 20,000 members
Congress Registration ($1,850 Member price + $254 Membership             through local chapters, special events, and social
Dues + Free Virtual Congress = $2,104)                                   networking communities
††Join APA when you register for Congress and receive a Free Virtual     Join the APA when you register for Congress.
Congress Registration ($1,900 Member price + $254 Membership
Dues + Free Virtual Congress = $2,154)

                                                20
36th Annual Congress – Registration Form
                                         Register and make housing reservations at: www.APAcongress.com

   1                           Registrant Information                                                                2                                          Order Form
Name: ❏ Ms. ❏ Mr.__________________________________________________                                                  Event Code: 18CONGRS                                                      Fees
Title:__________________________________________________________________                                             All-Access Pass                                               MEMBER:             $1,850
Organization:__________________________________________________________                                              SAVE $50                                                      COLLEAGUE:          $2,000
Street Address: _________________________________________________________                                            when you register by April 18                                 NON-MEMBER:         $2,150
City: ___________________ State/Province: _________ Country: ______________                                          After April 18
Zip + 4-digit/Postal Code:_______________________________________________                                            Add $50 to the above rates when you register April 19 – May 18
Telephone:_____________________________________________________________                                                                                                            MEMBER:             $1,590
              (Area/Country Code)
                                                                                                                     Three-Day Pass                                                COLLEAGUE:          $1,800
Fax: ___________________________________________________________________                                                                                                           NON-MEMBER:         $2,025
      (Area/Country Code)

Email:_________________________________________________________________                                                                                                            MEMBER:             $1,060
       (For official APA communications, registration confirmations, Payroll Currently, and PAYTECH-Digital.)        Two-Day Pass                                                  COLLEAGUE:          $1,200
Please indicate if you are: ❏ CPA ❏ PA              (For NASBA reporting purposes.)                                                                                                NON-MEMBER:         $1,350

Global Payroll Management Institute Subscriber: ❏ Yes ❏ No                                                                                                                         MEMBER:               $530
                                                                                                                     One-Day Pass                                                  COLLEAGUE:            $600
Needed for New Member Enrollment: Birth date: _______ /_______ /_______                                                                                                            NON-MEMBER:           $675
❏ I am an APA MEMBER                                                                                            Guest Registration
    Member’s ID #:___________________________________________________                                            Expo Cocktail Reception/Dinner and License to Party on
                            (Update your contact information at www.APAcongress.com)                             May 17: $100 per guest
❏ I am a COLLEAGUE of an APA MEMBER (at the same street address)                                                 Guest Name: _____________________________
Colleague’s ID #: _______________________________________________________                                        Guest Name: _____________________________                                            $ __________
Member’s Name: _______________________________________________________                                           Registration Amount: ❏ All-Access Pass ❏ One-Day Pass
Member’s ID #: ________________________________________________________                                                               ❏ Two-Day Pass ❏ Three-Day Pass                                 $ __________
❏ I am NOT an APA Member or Colleague                                                                                                 Days Attending: ____________________
❏ I would like to join APA at this time AND register for the conference
                                                                                                                 One-year Membership Dues & Fees + Virtual Congress,                                  $ __________
    and Virtual Congress at the special APA member price
                                                                                                                 if applicable: $254
    One-Year Annual Membership Dues*  . . . . . . . . . . . . . $ 219                                            Use the Member price for Congress when calculating your total.
    One-Time Enrollment Fee . . . . . . . . . . . . . . . . . . . . . . . .  $ 35                                                                                                    Total Payment: $ __________
Special Dietary Request: ❏ Vegetarian ❏ Gluten-Free ❏ Kosher ❏ Peanut Allergy
❏ Dairy Allergy ❏ Halal                                                                                              3                            Payment Information
❏ I have read the additional info for onsite meal requests found on page 22.
                                                                                                                 Payment in U.S. dollars must accompany registration form.
All Attendees Please Complete This Section                                                                       Currency Converter: www.xe.com
In case of emergency, contact:                                                                                   Three Enrollment Options:
Name:_________________________________________________________________                                           ❏ Online              ❏ Fax                                       ❏ Mail
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Daytime Phone:________________________________________________________                                           ❏ I authorize the American Payroll Association to CHARGE my:
Evening Phone:________________________________________________________                                           ❏ American Express ❏ Discover ❏ MasterCard ❏ Visa
I will be staying at this hotel: ____________________________________________                                    Card is: ❏ Corporate ❏ Personal
*Membership dues are subject to change without notice and are nonrefundable.                                     Card #: _____________________________________________________________
Membership is on an individual basis; corporate memberships are not available. 100% of                           Exp. Date: _______________________________ CVV Code:___________________
membership dues are deductible as an ordinary business expense. Membership officially
begins when payment is received.                                                                                 Name on credit card:_________________________________________________
Members of the American Payroll Association receive PAYTECH magazine as part of their                            Signature of cardholder:_______________________________________________
annual dues of $219, $50 of which is allocated for their subscription to PAYTECH, which is
nonrefundable therefrom.                                                                                         ❏ I agree to the cancellation policies found at www.americanpayroll.org.
                                                                                                                 ❏ PURCHASE ORDER #:_____________________________________________________
Consent to Use Your Photograph and Contact Info: By registering for this program,                                                                (for government agencies/universities only)
you are granting official conference photographers permission to photograph you and
publish photos in APA publications, social media, and marketing materials. In addition, by                       ❏ Make CHECK payable and mail to:
attending or speaking at this conference, you are granting APA permission to make your                                                           American Payroll Association
contact information available to our sponsors who may choose to market their products                                                               c/o Membership Services
and services to you via email, fax, telephone, mail, or other means.
                                                                                                                                                660 North Main Avenue, Suite 100
Last updated November 2017                                                                          E M T: 9 V                                    San Antonio, TX 78205-1217
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Important Congress Details
Registration Fees, Special Events, and Meals                                                    Men: Docker-style pants, polo shirts, sweaters, blazers
Payment in U.S. dollars must accompany your registration. (Currency Converter:                  Women: Slacks, skirts, casual shirts or blouses, sweaters, blazers
www.xe.com) Registration for the full week includes access to all handouts provided by          Please note that meeting rooms at the Gaylord National Resort & Convention Center will be
speakers and the following meals and special events:                                            cool; you may wish to bring a sweater or jacket for your personal comfort. The average high
   • Pre-Congress Luncheon and 3 Workshop Sessions, May 15                                      temperature in May in National Harbor is 75 F and the average low is 56 F.
   • 10 Congress Workshop Sessions and all keynote and special guest speakers                                                               ˚                            ˚
   • Expo and Global Pavilion Opening Cocktail Reception, May 16                                GPMI and APA
   • Lunches, May 16-18
                                                                                                The American Payroll Association and Global Payroll Management Institute (GPMI) are
   • Expo Cocktail Reception/Dinner and License to Party, May 17
                                                                                                partnering to present a robust menu of multinational payroll education. Together, they
Registration for One-, Two-, or Three-Day passes includes workshops, meals, and
                                                                                                will offer multiple workshop sessions on strategic global payroll expansion, individual
entrance to the Expo. Evening events are not included.
Please note:                                                                                    country payrolls, and taxing equity compensation.
   • May 15 is reserved for hospitality parties or an evening on your own in                    Chapter Hospitality Booth
		 the National Harbor area.
   • Only adults 21 and older will be admitted to the License to Party on May 17.               Stop by the Chapter Hospitality Booth to receive a warm welcome from the Charles Town
Special Meal Requests                                                                           West Virginia Chapter, Charm City Payroll Association, and Washington Metropolitan Area
                                                                                                Chapter. Chapter members will be available to share with you all of the fun and exciting
By requesting a special meal (excluding vegetarian and gluten-free) and indicating the
meal functions you will be attending, you confirm that you will be eating your special          options National Harbor has to offer for restaurants, shopping, and must-see
request meal purchased by APA on your behalf. There is no additional charge for the             local attractions.
special request 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       Consent to Use Your Photograph and Contact Info
invoiced $50.00 for each special request meal that you ordered. Vegetarian, gluten-free,        Consent to Use Your Photograph and Contact Info: By registering for this program,
kosher, and Halal meals will be limited onsite. Special meal requests not selected at the       you are granting official conference photographers permission to photograph you and
time of registration may not be honored onsite.
                                                                                                publish photos in APA publications, social media, and marketing materials. In addition,
Cancellations/Substitutions                                                                     by attending or speaking at this conference, you are granting APA permission to make
Because Congress is always fully booked, APA cannot honor cancellations or refunds.             your contact information available to our sponsors who may choose to market their
However, you may substitute another member or colleague from the same street                    products and services to you via email, fax, telephone, mail, or other means.
address by faxing a letter to us at (210) 224-6038 with the following information: original
registrant’s name, new (substitute) registrant’s name, title, company name, full street         Ground Transportation
address, and phone number. If you are unable to attend and cannot find a substitute,
notify us in writing by April 16, and you will be issued a credit for another APA-sponsored     APA has partnered with Super Shuttle for Congress attendees to receive a discount off of
meeting less a $150 cancellation fee. This credit is good for one year from date of issue;      their round trip travel to/from Ronald Reagan Washington National Airport (DCA). The
no exceptions will be made to this policy. For all substitutions, you will be responsible       APA group code and fare information can be found at www.APAcongress.com.
for the difference in price, if applicable.
                                                                                                Recertification Credit Hours (RCHs), Continuing Education Units (CEUs), and
Granting Attendee Registration and Admission
                                                                                                Continuing Professional Education (CPE) Credits
APA, or their officially designated event management, in their sole discretion, reserves
the right to accept or decline an individual's registration for Congress. Further, APA,         CPPs and FPCs: After attending the 36th Annual Congress, you will receive an
or event management, reserves the right to prohibit entry or remove any individual,             online evaluation. After completing the evaluation and showing you have met the
whether registered or not, whether they are attendees, exhibitors, representatives, or          requirement to select and attend individual workshops and general sessions that
vendors, who in APA’s or event management’s sole opinion are not, or whose conduct is
                                                                                                are eligible for RCHs, you will have an opportunity to print your thank you letter
not, in keeping with the character and purpose of the event.
                                                                                                confirming your attendance and the award of up to 26.5 RCHs and 2.65 CEUs.
Ticket Purchases
                                                                                                Retain the “thank you for attending” letter in case you need it for a recertification
Guest tickets for the License to Party on May 17 may be pre-purchased with an attendee’s        audit. CPAs seeking CPE credits must follow NASBA guidelines. You will receive your
registration, or may be purchased at the onsite registration booth by 5:00 p.m. on May 16.
Guest must be 21 and older to attend.                                                           CPE credits 6-8 weeks after the conference.

Hotel Accommodations                                                                                         The APA is registered with the National Association of State Boards of
                                                                                                             Accountancy (NASBA) as a sponsor of continuing professional education
Visit www.APAcongress.com to make your Congress hotel reservations.
    Gaylord National Resort & Convention Center                                                              on the National Registry of CPE Sponsors. State boards of accountancy
    201 Waterfront St.                                                                          have final authority on the acceptance of individual courses for CPE credit. Complaints
    National Harbor, MD 20745                                                                   regarding registered sponsors may be submitted to the National Registry of CPE
All Congress housing reservations must be made through the Congress Housing Bureau.             Sponsors through its website: www.learningmarket.org. No prerequisites or advance
Hotel reservations must be made by April 23, 2018, to ensure availability at the group
rate. Rooms and group rates may not be available after this date. After April 23, 2018,         preparation required. Delivery method: Group-live. Program level: Overview. The
call the Congress Housing Bureau at the numbers listed for assistance in locating               American Payroll Association’s CPE sponsor identification number with the National
accommodations.                                                                                 Association of State Boards of Accountancy (NASBA) is 103152.
ONLINE: www.APAcongress.com (follow links to “Housing”)
PHONE: (888) 266-7660 (toll-free in the U.S.)                                                   CPE Complaint Resolution Policy: The APA will make every effort to resolve
Please refer to the Housing Reservation Form for additional information on booking              complaints regarding NASBA compliance within a reasonable amount of time and in
hotel reservations.                                                                             a confidential manner. A formal complaint must be submitted in writing and must set
Dress Code/Weather                                                                              forth a statement of the facts and the specific remedy sought. Submit CPE complaints
All Congress events are business casual with the exception of Thursday’s License to             to: American Payroll Association, Attn: Certification, 660 North Main Avenue, Suite
Party, which is casual. Suggested business casual attire:                                       100, San Antonio, TX 78205-1217. Certification: (210) 226-4600.

                                                                                               22
2018 VIRTUAL

    Virtual Congress & Expo is a companion to APA’s Annual Congress, created to provide
    an educational and networking alternative for those who are unable to attend the
    physical event. The 2018 Virtual Congress & Expo will come complete with educational
    webcasts, a full-service Expo, and plenty of engaging virtual interaction and networking
    opportunities with fellow professionals and industry expert service providers.

                                                      Attend two General Sessions, a Thought
                                                      Leadership Session, and choose from
                                                      eight exclusive 90-minute Educational
                                                      Virtual Workshops led by our industry’s
                                                      leading subject matter experts.
                                                      Earn up to 15 RCHs

                                                                         Sponsored by:

                                                                                         an   company

    Two Live Days                                     On Demand
            May 23-24                      Available through August 24

Virtual Congress is free to APA Members and is included with your Congress registration.
                             See page 20 for additional details.
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