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					Congratulations!
Agenda

   Recognition of New PCPs
   Recognition of New CPMs
   Certification Awards
   Lunch
   CPA Overview
   Payroll Skills & Competencies
   Group Photos – New PCPs & CPMs
Payroll experts

            Mission
    Payroll Leadership through
      Advocacy and Education

            Values
  Community, Professionalism and
     Authoritative Knowledge
Congratulations!

          Payroll
         Compliance
        Practitioners
           (PCPs)
Congratulations!

        Certified
         Payroll
        Managers
         (CPMs)
Regional awards
Regional award winners

         ATLANTIC
           Cheryl Rolls, PCP
           Cheryl
            MacDonald, PCP
           Diane
            McCloskey, PCP
Congratulations!
Payroll metrics

   1.5 million employers
    $810 billion in wages and taxable benefits
    $200 billion in remittances to the CRA
    $30 billion in remittances to the MRQ
    $90 billion in health & retirement benefits
    25 million T4s & 9 million T4As
    7 million RL-1s

    While complying with over 185 federal and
    provincial regulatory requirements

    *2008/2009 Data
The CPA

 One of Canada’s most successful
  associations
 16,500 members
 90 of Canada’s top 100 companies
 Influences the administration of over
  300,000 organization payrolls
2010-2011 cpa Strategies

 Retain and attract members by offering services
  you value.
 Enhance the effectiveness of federal government
  relations.
 Expand provincial advocacy by influencing payroll
  and employment standards regulations.
 Deliver Professional Payroll Education to respond
  to the requirements of practitioners and their
  employers.
 Gain influence in the business, government and
  academic communities by leveraging the above
  strategies.
2010 Education Accomplishments

 8,600 PCPs & CPMs
 13,000 certification course enrolments
 12,500 seminar/webinar/conference
  registrations
 32,000 Payroll InfoLine inquiries
 Implemented online CPE capture system
 Skills & competencies market research
2010 advocacy Accomplishments

 Federal
   T4A redesign and moving retiring allowances to the T4
   Influenced timing of mandatory electronic filing for 50 slips
   PIER – 21,000 employers had 200,000 fewer queries
   EI regulation 19 (3) provided for 5 days after pay period to
    submit electronic ROEs
      Payroll.ca under Resources  Tools  Payroll Forms,
       Checklists & Reference Material  Record of Employment
       Information Sheet
   Influenced Service Canada communication of 2-week waiting
    period as “deductible” like other insurance programs
   New online ROE Guide launched at
    the CPA’s Toronto Conference
2010 advocacy Accomplishments

 Provincial
    Influenced implementation of new CSST
     program in Quebec
      CSST commended CPA for assistance with guide
   Presented at Workers’ Compensation meeting of
    all provinces
   Continued to build Employment Standards
    influence with provincial governments,
    i.e., Alberta, British Columbia and Ontario
Cpa influence

 2nd Annual NPW Employee Survey
    Top 10 on CNW on Monday, Sept. 13
     (out of 337 releases)
    Over 300 features

   80 Print            174 Radio                  60 TV
   Globe & Mail              CBC                  Global TV
  Canadian Press     Major stations in all           CTV
    La Presse         provinces in major            CBC TV
   National Post         centres (e.g.,           OMNI TV
 Most major cities   Vancouver, Calgary,       (including their
      dailies          Toronto, Ottawa,       regional affiliates
 Metro & 24 Hour       Montreal, Halifax     across the country)
      dailies           and St. John’s)
MEMBERSHIP &CENSUS highlights

  Membership increased 11% in 2010
  Member Census
   • CPA wanted to know:
     • Is CPA service oriented?
     • Are members satisfied?
     • Would members recommend CPA to a colleague
     • Assessment of specific services
     • Challenges encountered by Payroll

    7,700 responses
Member TYPE & Location
Type of Respondent


      Most Senior Payroll Professional                                  50%

          Report to a Payroll Manager                        29%

             Accounting/HR Manager                   15%
              Payroll                         2%
Service/Software/Publisher/Education

       Not Employed/Student/Retired           3%

                                         0%    10%   20%   30%   40%   50%
CPA Certification
Membership decision
CPA Service-orientation
Satisfaction

87% of members are
 satisfied to very
 satisfied
   13% neither
   0% unsatisfied
Loyalty

 78% of members would
  recommend the CPA to
  friend or colleague
  21% neither
  1% would not recommend
Payroll Legislation Challenges


  46% of members concerned with
   increasing complexity of
   federal/provincial legislation
  36% concerned with lack of
   consistency of legislation
  18% concerned about the
   increasing volume of legislation
Importance OF CPA Services
 CPA Product / Service                Importance %
 Payroll InfoLine                         70%
 Certification (PCP/CPM)                  70%
 Professional Development Seminars        68%
 Advocacy / Government Relations          66%
 DIALOGUE Magazine                        66%
 Web Seminars                             64%
 CPA e-Source electronic newsletter       62%
 Pay Statement Guidelines                 54%
 JobConnect                               54%
 Payroll Continuity Guidelines            53%
 Network & Share Events                   46%
 Certification Recognition Events         44%
 National Conference & Trade Show         43%
CPA Membership value


               Most Common
                CPA membership
                fee - $165
               CA - $999
               CMA - $807
               CGA - $800
               HRPA - $451
Thank you for your support!
The payroll profession

   Unique Body of Knowledge
   Membership Requirement
   Code of Professional Conduct
   Continuing Professional Education
     PCPs – 14 hours of CPE per year
     CPMs – 21 hours of CPE per year
     Retain CPA Membership
         Professional Member
         Organization Membership
Payroll skills &
Competencies research

  Originally surveyed 2003
  Research was completed December 2010
  Surveyed practitioners and managers on
   payroll technical and managerial skills
  Surveyed 1,300 Payroll Professionals
   responded
  Over 1,000 of their Managers responded
payroll reports to

                     President-
   Finance,           Owner,
     61%                10%




                         HR, 29%
Number of years in payroll

                  < 2 years,
     20+ years,
                     10%
       20%
                               2-5 years,
                                  21%




   11-19
 years, 28%            6-10 years,
                          22%
Size of payroll dept.

                         11+
         No one, 3%   people, 7%      6-10
                                   people, 6%

                                         4-5 people,
                                             8%




 1 person,
   42%                                  2-3 people,
                                           34%
% time spent on payroll

   Over 76%
    of Time,        0-25% of
                   Time, 26%
      31%




  26-75% of
  Time, 43%
Payroll jurisdictions

 80% of           20% of Payroll
                    Professionals pay
  Payroll           international payrolls
  Professionals        60% of those are U.S.
  only pay in          9% are in Asia
  Canada               8% are in UK
                       6% are in Europe
                       3% are in Mexico
                       14% Other
Payroll training taken
CPA Professional Development Seminars             % Respondents Who’ve Attended
1. Year-end & New Year Requirements                           14%
2. Taxable Benefits & Allowances                              11%
3. Learning Payroll 1                                         11%
4. Employment Standards                                       11%
5. Learning Payroll 2                                         10%
6. Terminations                                               8%
7. Special Payments & Completing the ROE                      7%
8. HR Fundamentals for Payroll Professionals                  6%
9. Pensions & Benefits from Payroll Perspective               5%
10. Payroll Accounting for Non-Accountant                     4%
11. Payroll Administration in Canada                          4%
12. Payroll Administration in Quebec                          2%
13. Quebec Labour Standards                                   2%
14. International Assignments                                 1%
I have not taking any CPA PDS Seminars                        4%
Top 5 compliance activities

1. Liaise/coordinate with managers, supervisors
   and other internal stakeholders
2. Ensure client accounts are compliant
3. Present payroll information and reports to
   managers, supervisors or other internal
   stakeholders
4. Ensure organizational compliance with internal
   policy and collective bargaining agreements
5. Ensure organizational compliance with
   legislative requirements
Top 5 administrative activities

 1. Respond to internal employee inquiries
 2. Process employee pays (earnings, non-
    statutory deductions, taxable benefits,
    retirement benefits)
 3. Payroll data entry
 4. Respond to external stakeholder inquiries
    (such as government agencies, insurance
    providers)
 5. File and record source deductions
Top 5 coordination activities

 1. Respond to internal employee inquiries
 2. Prepare government reporting forms
    (T4s, T4As, RL-1s and ROEs)
 3. Verify payroll source documents
 4. Reconcile payroll output with source
    documents
 5. Reconcile third-party remittances
Top 5 analytical
& reporting activities

 1. Prepare internal reports (journal entries,
    labour distribution)
 2. Respond to client questions on specific payroll
    and/or compliance matters
 3. Prepare general employee communication
    pieces
 4. Reconcile statutory deduction remittance
    accounts
 5. Develop internal payroll control and
    processing procedures
Top 5 supervisory/manager
activities

 1. Develop internal procedure and quality
    control policies
 2. Establish payroll department goals and
    objectives
 3. Manage payroll employees
 4. Monitor, influence and appraise performance
    of payroll employees
 5. Developing a payroll succession plan
Ranking of
Business/payroll content

     Practitioner               Manager
•Payroll Legislation     •Payroll Legislation
•Communications          •Business Ethics
•Financial Accounting    •Communications
•Business Ethics         •Financial Accounting
•HR Management           •HR Management
•Management Principals   •Management Principals
 & Processes             & Processes
•Report Writing          •Report Writing
      Your Payroll Profession

           The CPA exists because of                      Networking
           member’s compliance needs

                                              Resources
               Certification
Advocacy                       Professional
                               Development
Congratulations!

				
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posted:10/1/2011
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