COMPLIANT! INNOVATIVE! RESILIENT! - MAY 15 - 19, 2018 NATIONAL HARBOR, MD - APA Congress
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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 ® ® Simple. Smart. Secure.
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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
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
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
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
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
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
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
.m. 7:30 p .m . – 11:30 p May 17 | Thursday, y at this ye ar’s after- Part ats License to pinning be Earn your i wil l re tu rn , s nt. DJ Sha gent. hours eve clea ra nce level a hig h fit for any te ra ctive stati ons t th e in spy skills a game of c hance. Hone your h an d a t a try your or maybe your alleg iance to s h o w make sure or Interna tional Either way e s t B o n d le, or h your b Society Sty to MI6 wit o ur H ig h us with y Villain. Spy, dazzle r m o st fr ightening ith you scare us w 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 Relation to Attendee:____________________________________________________ www.APAcongress.com (210) 224-6038 To address below 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 For Office Use Only: Date: ________________ Order #: _________________ Batch #:_______________ If you require special services, please call Membership Services at Group #:________________ Check #: _______________ C/P: _________________ Total: $ ________________ (210) 224-6406, M-F, 8 a.m. – 6 p.m. CT, at least 21 days in advance of the event.
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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