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									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: mmohr@talx.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: sbankert@talx.com


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 katec@umacha.org.

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: srose@talx.com
          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: sshipman@talx.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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