2010 APA Northstar Chapter Annual Conference October 28 and 29, 2010 Session Descriptions and Speaker Biographies Recessionary Impact on Unemployment Taxes: This session provides a broad overview of the national economy related specifically to unemployment taxes. The session will review state trust fund solvency, current trends and the impact to employers. The information will also provide proactive guidance to employers related to unemployment tax costs in 2011 and beyond. Federal and state legislative trends will also be analyzed and discussed. In addition, basic unemployment tax strategies will be reviewed to help employers minimize and forecast future tax rates. o National economic update – state unemployment trust fund solvency o State unemployment legislative summary – pending and enacted changes o Federal Title XII Loans – current state balances and employer impact o Federal Unemployment Tax (FUTA) – potential credit reductions o Review Congressional, Associations and Agency information on UI tax Speakers – Michael Mohr and Scott Bankert o Michael Mohr is Vice President Tax Management Services and Employment Tax Product Management at TALX Corporation. He is responsible for working with all size employers on a national basis to develop cost saving solutions in the areas of unemployment cost management and tax credits and incentives. In addition, Mr. Mohr works extensively in the area of employment taxes assisting employers with guidance related to mergers, acquisitions, rate forecasting, voluntary contributions and other tax planning strategies. Mr. Mohr has been with TALX Corporation since 1990 and has held positions with increasing responsibility. His previous titles include; Director of Employment Tax Product Management, Director of Sales Operations, Director of State and Local Tax and Senior Client Relationship Manager. Michael is a graduate of the University of Missouri – St. Louis and holds a Bachelor of Science in Business Administration (emphasis in finance) and a Bachelor of Science in Economics. He has also participated in post graduate executive education programs at the University of Pennsylvania - Wharton School of Finance and Washington University - Olin School of Business. He received his Competent Toastmaster certification from Toastmasters International in 2006. Michael has competed in International speech contests at the club, area, division and district levels. He is a past division level first place recipient. Mr. Mohr is active in the American Payroll Association and the University of Missouri – St. Louis Alumni Association. Michael has been an active speaker for the American Payroll Association since 1995 at the national, state and local levels. In addition, he has spoken for the Missouri Chamber of Commerce, Associated Industries and Society of Human Resources. His topics focus on unemployment cost management, employment tax planning and tax credits and incentives. Michael resides in St. Louis, Missouri and has four children (Zachary, Brad, Sarah and Sydney). Business address: 11432 Lackland Road Phone: 314-684-2299 Fax: 314-983-3299 Cell: 314-369-4143 Email: email@example.com o In his current capacity as Sr. Regional Tax Manager for TALX, Scott assists companies in analyzing tax consequences and proper reporting requirements associated with mergers, acquisitions, reorganizations, and similar business transactions. TALX is the market leader in two of its chosen fields: outsourced employment and income verifications and unemployment cost control. Scott started with career in 1980 R. E. Harrington (subsequently acquired by TALX). During this tenure he has had responsibilities for both operations and customer account management in all aspects of payroll tax and claim consulting. Scott graduated in 1980 with a BS-Finance from The Ohio State University and resides in Savannah, GA. Phone: 912-450-1813 Email: firstname.lastname@example.org Paperless W2’s: We will review how Regis rolled out the paperless W2 process. Cost savings captured using the Paperless W2 process and Implementation for the Regis roll out. In addition we will review some of the compliance items to keep in mind during this process and options to look at for companies to accomplish this task. Speaker – Barb Muellerleile, CPP o Barb Muellerleile, CPP has over 20 years of payroll, payroll tax, Human Resources and benefits experience. She has an accounting background from Minnesota State University. She is a member of the Minnesota APA North Star Chapter Board, serving Government Liaison, she has also served on the board as Program Chair, Vice President, President and Past President/Advisor. She is currently on the Board of Advisors for the National APA. Barb currently is the Director of the Payroll team at Regis Corporation, services over 55,000 employees in over 12,000 locations. She has worked with payrolls of multiple Federal ID numbers, payrolls in the U.S., Puerto Rico, Canada and the United Kingdom, Payroll system set-up and implementation, extensively with year-end tax reporting, acquisitions and much more. She has extensive Human Resources and Benefits. She has experience in managing health and welfare plans, working with multiple vendors, benefit networks and plan design, benefit renewals and conducting benefit meeting, and all aspects of benefits. The Good, Bad and Ugly Side of ACH: In this session we’ll discuss a few basics of ACH and then dive into the good side of direct deposit. Some of the benefit to employees as well as employers and what’s happening on the national front. We can’t forget the bad side of direct deposit; not all financial institutions are the same and how to handle reversals. Then we’ll finish with the ugly side…International ACH entries and your responsibilities to be compliant with the ACH Rules and OFAC. Speaker - Mary Kate Cole, AAP o Mary Kate Cole, AAP, Vice President of UMACHA, the Upper Midwest ACH Association, a regional payments association serving 900 members across the upper Midwest. She has nearly two decades of bank operations experience, and has been with UMACHA since 1995. In her current role, Mary Kate is responsible for member education and problem solving as well as ACH development projects. She received her Accredited ACH Professional accreditation in 1995 and has maintained it since then. In 2009 she received the Certified Association Executive accreditation. In addition to her role at UMACHA, Mary Kate is active in several NACHA Rules Work Groups. She currently sits on NACHA’s Council for Electronic Billing and Payment. Mary Kate is a popular speaker at both local and national conferences on electronic payments related topics. She can be reached at email@example.com. Tax Law Updates: IRS will present information on the Affordable Care Act, Hiring Incentives to Restore Employment Act, and IRS updates that impact the payroll professional. Minnesota Department of Revenue will present information on the new W-4MN, employer provided health insurance, adoption benefits, and on-line access to account information. The Department of Employment and Economic Development will present law and process changes, and a usability study that is planned for the UI Employer Self Service System. Speakers - Dan Lee (MDOR), Gary Johnson (DEED), and Alan Gregerson (IRS) o Dan has been director of the Minnesota Department of Revenue’s Withholding Tax Division since September 2007 and has worked with tax compliance and administration for the Minnesota Department of Revenue for the past 34 years. The Withholding Tax Division administers and processes Minnesota income tax withholding payments, deposits and information returns submitted by over 165,000 Minnesota employers and others, collecting approximately $6 billion annually. Withholding tax auditors work with employers and other payers to ensure proper worker classification and accounting for employment related compensation. o Gary has nearly 21 years of experience in the complex discipline of Unemployment Insurance; seven years of which were spent working as an Unemployment Tax Auditor where he became an expert in the area of worker status determinations. The past fourteen years of Gary's career have been focused in the areas of communication, education and electronic commerce both as a Tax Project Coordinator and in his current position as Employer/Agent Liaison for the Unemployment Insurance Division of the Minnesota Department of Employment and Economic Development. o Alan Gregerson is a Senior Stakeholder Liaison Specialist with the Small Business and Self Employed Division of the IRS. He has held positions as a Revenue Agent in Examination, Taxpayer Service Specialist answering technical calls at the nationwide call site, assisted the volunteer income tax assistance program with technical and electronic filing expertise, and currently is a Senior Stakeholder Liaison Specialist who works with business organizations and practitioners organizations. He has twenty four years of IRS experience Tax Credits & Incentives: This session provides a broad overview of the various tax credits and incentives available to employers. The session will focus on the impact of tax credit and incentive opportunities to an employer’s bottom line. The Work Opportunity Tax Credit (WOTC), Hiring Incentives to Restore Employment (HIRE) Act, Texas Back to Work (TBTW) and other location based incentives will be reviewed. This workshop will provide an overview of federal, state and payroll incentives to minimize tax liabilities. In addition, the presentation will review planning strategies and guidance for employers to analyze all available options. Key Topics Reviewed: o Work Opportunity Tax Credit (WOTC) o Hiring Incentives to Restore Employment (HIRE) Act o Federal and state location based incentives o Planning strategies to minimize liability Three Important Things the Attendees will Learn: o Greater understanding of tax credits and incentives o Overview of Work Opportunity Tax Credit program and other hiring credits o Ability to evaluate the federal and state location based incentives Speakers - Sally Rose and Scott Shipman o Sally Rose is a Senior Tax Manager in the Dallas office of TALX Corporation and works in the Tax Management Services division. Sally has been working with Tax and Human Resource professional for over 12 years. In those years she has work extensively in identifying and managing cross departmental tax solutions for national organizations. Sally has experience with tax credits and incentives, cost segregation studies and geographical tax packages for the telecommunication industry. Ms. Rose consults on tax management issues for all size employers on a national basis. The type of areas that Ms. Rose assists employers with include; Work Opportunity Tax Credits (WOTC) Federal and State Enterprise Zones Investment, Job Creation and Hiring Incentives Multiple other Location Based Incentives Ms. Rose is active in the American Payroll Association and has previously spoken at the Minnesota state APA. Business address: 14755 Preston Road Phone: 972-392-6910 Cell: 214-336-6551 Email: firstname.lastname@example.org o Scott Shipman is the Sr. Tax Manager in the Tax Credits and Incentives group of TALX, responsible for the strategic direction and development of the service. Scott has twenty-four years of tax credit experience, starting with the Targeted Jobs Tax Credit in 1986 as a principle of Shipman, Maison & Associates. During his career, he has helped the State of Illinois implement a software solution to process tax credits more efficiently and testified twice before the United States Congress Ways and Means committee regarding the extension of the WOTC program. He also pioneered the “eWOTC” initiative. Scott holds a Bachelor’s and Master’s degree in Political Science from the University of Arkansas and resides in Chicago, IL. Phone: 314-684-2729 Cell: 630-253-3531 Email: email@example.com Executive Compensation: The focus on executive compensation has continued to increase since the economic downturn in 2008; in the face of the challenging economic circumstances, companies are being asked by shareholders for greater alignment of company performance and executive pay. At the same time, regulators are requiring increased disclosure on executive compensation programs, policies, and processes. In response to this evolving external situation, many companies are, at minimum, reviewing their executive pay practices, and in many cases making changes to most effectively address their short- and long-term business and human capital strategies. Speaker s – Brian Blackwood and Mike Grund o Brian Blackwood and Mike Grund, Senior Consultants from Towers Watson's Twin Cities executive compensation consulting practice, will be discussing the latest trends including: pay levels, annual and long-term incentive design trends, severance and change-in-control programs, risk as it relates to compensation programs, regulatory events, say on pay, and shareholder advisory services. Business Continuity Best Practices: Discover why Business Continuity best practices are even more important when times are tough and there are less people to do the work. Learn what are the most important practices to implement and how to get them quickly and effectively embedded into your company. Speaker - Marsha J. Smith, CBCP o After 22 years of service in Finance, HR and BCM with Land O'Lakes, Marsha joined the Medtronic Risk Management team in June of 2008 and is currently the Business Continuity Manager for 69 global Medtronic locations. Marsha managed HR Operations for Land O’Lakes for 5 years and was President of the Northstar Chapter of the American Payroll Association in 2002/2003. Marsha is a Certified Business Continuity Professional and has an MBA from Frostburg University, Maryland. She is a native of Pennsylvania and moved to Minnesota in 1999. She likes the warm weather and plans to winter in Florida when she retires. Overpayments – What Can We Do?: Learn the rules — both what is allowed and what is restricted — when taking deductions from an employee’s pay for salary advances, overpayment of wages, or unreturned employer-owned equipment. Discussions will cover authorization requirements, the impact on minimum wage, the different state and federal rules, what amount should be collected, and the tax implications for current and prior year repayments. Speakers - Barbara Youngman, CPP and LaTisha O'Neal, CPP o As Legal Compliance Manager for the casual dining restaurant company Brinker International, Barbara Youngman manages a Legal Compliance team specializing in wage & hour, payroll, and immigration issues. She is also responsible for compliance communications, reporting, and litigation support in a multi-state environment with over 100,000 employees. Barbara is an active member of the American Payroll Association. She serves on the APA President’s Board of Advisors, the Government Affairs Task Force, and the PayTrain Learning System Advisory Committee, volunteers with the Hotline Referral Service, and mentors local chapters through the CHAMPS Committee. She is a former President of the APA's Dallas Chapter and the Texas Payroll Conference Board. She was named both CHAMPS Mentor of the Year and Texas Payroll Professional of the Year in 2005, and in 2006 she was the Dallas Chapter’s Payroll Professional of the Year. In 2007, she received both an APA Payroll Education Grant and a Meritorious Service Award, and in 2008, she received a Special Recognition Award. While accumulating over 19 years of payroll experience in the hospitality industry, Barbara has also continued her education. She has held the designation of Certified Payroll Professional since 1998, and in 2003 she received a B.S. in Human Relations and Business. She has spoken at local chapter meetings, at the annual Texas Payroll Conference, and at the APA's Congress. o LaTisha O'Neal currently serves as Payroll Analyst for the Bank of Oklahoma. A payroll practitioner for over 25 years, Mrs. O’Neal was formerly Corporate Payroll & Benefits Administrator for Xeta Technologies, Inc., where she managed multi-state payroll and benefits administration, quality control, and payroll compliance. She started at a small oil company, paying five employees, then moved to a restaurant franchise. At the United States Beef Corporation, she paid 3,300 employees in 190 locations in 1999. A member of the American Payroll Association's National Speakers Bureau, Mrs. O'Neal has taught the Payroll Professional Learning Series at Tulsa Community College and has led CPP study groups. She has also been active in the APA's Northeastern Oklahoma Chapter, serving as Vice President, Education Committee chair, and co-chair of the 2003 and 2005 (OK) Statewide Payroll Conference. She was named Oklahoma Payroll Professional of the Year in 2003. Mrs. O'Neal holds the designation of Certified Payroll Professional. Health Care Reform is a Reality – Now What?: Now that health care reform is a reality, employers are faced with evaluating the impacts and preparing an implementation strategy that includes design, administration, and communication. We will review the legislation and discuss specific areas of impact for employers. Speaker s - Leah C. Larson and Ian B. Stark o Leah is a senior consultant in Hewitt Associate’s Health Management practice in Minneapolis, Minnesota. Leah has been with Hewitt over thirteen years. Her consulting responsibilities encompass a broad range of activities in health and welfare program strategy, design, health care reform, vendor evaluation, and implementation. Some of the projects she has managed include: strategic projects focused on driving cost savings and consumerism; redesign and bid work for major mergers/acquisitions; developing strategies around health management, behavior change and wellness initiatives; and leading discussions with employers regarding the impacts of health care reform on their current and future strategy. Leah earned her B.A. in management and political science from Gustavus Adolphus College located in St. Peter, Minnesota. o Ian is an actuary and benefits consultant in Hewitt Associate’s Health Management practice in Minneapolis, Minnesota. Ian has over thirteen years experience in strategic design, bid analysis, cost projections, plan valuations, implementation, vendor management, and benefit program maintenance. Ian’s consulting experience includes health, life, disability, time off programs, as well as pricing, claims analysis, and financial implications of health care reform. In December 1996, Ian received a B.A. in mathematics/statistics from Luther College in Decorah, Iowa. He is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. What Millennial Workers Want: How to Motivate and Retain Gen Y Workers: This presentation offers insights based on an in-depth study of Generation Y by Robert Half International and Yahoo! HotJobs and provides specific strategies your company can implement to position itself as an employer of choice to this group. It examines what motivates Gen Y professionals at work, their career concerns, how they view their roles and responsibilities in the workplace and what they want from their employers. Regular Rate of Pay: This session explains the importance of the Fair Labor Standards Act, its impact on the minimum wage and calculating overtime, and how to avoid penalties. Learn how payments such as bonuses, shift differentials, on-call pay, and other incentive payments affect the regular rate of pay and overtime pay calculations. Speaker - LaTisha O'Neal, CPP o LaTisha O'Neal currently serves as Payroll Analyst for the Bank of Oklahoma. A payroll practitioner for over 25 years, Mrs. O’Neal was formerly Corporate Payroll & Benefits Administrator for Xeta Technologies, Inc., where she managed multi-state payroll and benefits administration, quality control, and payroll compliance. She started at a small oil company, paying five employees, then moved to a restaurant franchise. At the United States Beef Corporation, she paid 3,300 employees in 190 locations in 1999. A member of the American Payroll Association's National Speakers Bureau, Mrs. O'Neal has taught the Payroll Professional Learning Series at Tulsa Community College and has led CPP study groups. She has also been active in the APA's Northeastern Oklahoma Chapter, serving as Vice President, Education Committee chair, and co-chair of the 2003 and 2005 (OK) Statewide Payroll Conference. She was named Oklahoma Payroll Professional of the Year in 2003. Mrs. O'Neal holds the designation of Certified Payroll Professional. Compliance Research: The Payroll Professional has many roles including “compliance expert”. This session will discuss the Payroll compliance role as related to wage and hour. Learn how to use the internet to your advantage, analyze and organize your research, document your findings and communicate to management. Come with an open mind and ready to share your own research secrets or communication nightmares. Speaker – Barbara Youngman, CPP o As Legal Compliance Manager for the casual dining restaurant company Brinker International, Barbara Youngman manages a Legal Compliance team specializing in wage & hour, payroll, and immigration issues. She is also responsible for compliance communications, reporting, and litigation support in a multi-state environment with over 100,000 employees. Barbara is an active member of the American Payroll Association. She serves on the APA President’s Board of Advisors, the Government Affairs Task Force, and the PayTrain Learning System Advisory Committee, volunteers with the Hotline Referral Service, and mentors local chapters through the CHAMPS Committee. She is a former President of the APA's Dallas Chapter and the Texas Payroll Conference Board. She was named both CHAMPS Mentor of the Year and Texas Payroll Professional of the Year in 2005, and in 2006 she was the Dallas Chapter’s Payroll Professional of the Year. In 2007, she received both an APA Payroll Education Grant and a Meritorious Service Award, and in 2008, she received a Special Recognition Award. While accumulating over 19 years of payroll experience in the hospitality industry, Barbara has also continued her education. She has held the designation of Certified Payroll Professional since 1998, and in 2003 she received a B.S. in Human Relations and Business. She has spoken at local chapter meetings, at the annual Texas Payroll Conference, and at the APA's Congress.
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