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Lap 1

Wednesday, September 21, 2011  10:00 am - 11:30 am 

Keynote:  Craig Price – Author & Speaker, Price Points 
The Realist’s Guide to Getting a Grip on Negativity

Lap 1-Getting a Grip on Negativity - Craig Price.pdf

 

Lap 2

Wednesday, September 21, 2011  12:45 pm  – 2:15 pm 

Don’t Let Worker Misclassification Disqualify You from the Race 

Lap 2 - Dont let worker misclassification disqualify you from the race - Teresa Mulkey cpp.pdf

Teresa Mulkey, CPP – Payroll Manager, Dr. Pepper Snapple Group

 

Mergers and Acquisitions – Employment Tax Planning and Compliance Requirements  

Lap 2 - Mergers and Acquisitions - Employment Tax Fundamentals - Scott Bankert.pdf

 

HSAs, FSAs and Cafeteria Plans 

Edward M. Oleksiak, Esq. – Vice President, Holmes Murphy, Texas
Lap 2 - HSAs FSAs Cafeteria Plans and Health Care Reform - Edward Oleksiak.pdf

Lap 2 - HSAs, FSAs, Cafeteria Plans and Health Care Reform -UPDATED 9-28-2011 - Edward Oleksiak

Rev Up Your SOX Compliance and Internal Controls 

Lap 2- Rev up your sox compliance internal controls - Robyn Harris cpp.pdf

 

Generation X and Y: The Xs and Os of the New Workforce

Lap 2-The Xs and Os of the new workforce - Craig Price.pdf

Craig Price, Author and Speaker, Price Points


Social Media Impact – An Employer Roundtable
 

Speaker has no hand outs

Barbara Youngman, CPP – Director, Legal Compliance, Brinker International

 

Identity Theft 

Michael Dana – Detective, Dallas Police Department
Lap 2 - Identity Theft - Det. Michael Dana.pdf
Lap 2 - Identity Theft Tips - Det. Michael Dana.pdf

 

Lap 3

Wednesday, September 21, 2011  2:30 pm – 4:00 pm

 Been There, Done That, Now What?

Speaker has not hand outs

Wally Gomaa – Sr. VP, Holmes Murphy & Associates; President, Trajectory Health, LLC

 

Rising Unemployment Costs – 2011 and Beyond 

Scott Bankert – Director, Employment Tax Services, TALX Corporation
Lap 3 - Rising Unemployment Costs - 2011 and Beyond - Scott Bankert.pdf

 

Garnishments – Child Support 

Kathy Phillips, CPP – Payroll Manager, Northrop Grumman Corporation
Lap 3 - Garnishments - Child Support - Kathy Phillips CPP.pdf

 

Start Your Engines for Stock Equity Programs – Taxation 

Robyn Harris, CPP - Executive Director or Payroll, Maxim Integrated Products, Inc.

Lap 3-Start your engines for equity programs payroll taxation - Robyn Harris cpp.pdf
 

Canadian Payrolls 

Robin Moses, CPP – Director of Payroll, A H Belo Corporation

Lap 3-Canadian Payrolls - Robin Moses.pdf
 

The Heat is on . . . I-9 Compliance 

Barbara Youngman, CPP – Director, Legal Compliance, Brinker International
Lap 3 - The Heat is on I-9 Compliance - Barbara Youngman CPP.pdf


 

Effective Communication

Heather Curran – Director, Training & Development, Hines
Lap 3 - Effective Communication - Heather Curran.pdf

 

Lap 4

Wednesday, September 21, 2011  4:15 pm – 5:15 pm

Keynote:  Kathy Phillips, CPP – Payroll Manager, Northrop Grumman Corporation 

Winning the RACE with Your Own PIT Crew! 

Speaker has not hand outs

 

Lap 5

Thursday, September 22, 2011  9:00 am – 10:30 am

Keynote:  Jon Bohnert – Executive Vice President, Symmetry Software 

Web 2.0 - The Next Generation of Internet Technology

The Next Generation of Internet Technology-09-22-11.pdf
 

 

  

Lap 6

Thursday, September 22, 2011  10:45 am – 12:15 pm

Introduction to Expatriate Tax & Tax Equalization 

Lap 6 - Introduction to expatriate tax u.s. tax equalization - Shane Bedford.pdf
Shane Grace – Tax Director, Deloitte Tax LLP ;  Cindy Bedford – Tax Senior Manager, Deloitte Tax LLP

 

Garnishments – All Others 

Kathy Phillips, CPP – Payroll Manager, Northrop Grumman Corporation

 

Workgroup Dynamics 

Heather Curran – Director, Training & Development, Hines
Lap 6 - Work Group Dynamics - Heather Curran.pdf

 

Taxable Fringe Benefits 

Susan Charles, CPP – Sr. Payroll Analyst, Sabre-Holdings
Lap 6 - Taxable Fringe Benefits - Susan Charles CPP.pdf

 

AP, Payroll & HR: When Do They Talk? 

Temple Liebmann, CPP – Corporate Accounting Manager, Collision Centers of America
Lap 6 - AP Payroll and HR-When do they talk - Jodi Parsons CPP.pdf

 

Documenting Your Processes and Procedures  

De Ann Doonan, CPP – Director of Global Payroll, Dell Inc.
Lap 6 - Documenting Your Processes Procedures - De Ann Doonan CPP.pdf

Attachments:

Lap 6 - Documenting Payroll Basic Flow Chart Shapes.pdf
Lap 6 - Documenting Payroll Desktop Procedure Format.pdf
Lap 6 - Documenting Payroll Direct Deposit FAQs.pdf

 

Get Ready . . . Get Set . . . E-Verify! 

Barbara Youngman, CPP – Legal Compliance Director, Brinker International
Lap 6 -Get Ready Get Set E-verify - Barbara Youngman CPP.pdf

 

Lap 7

Thursday, September 22, 2011  2:00 pm – 3:30 pm 

Project Management  

De Ann Doonan, CPP – Director of Global Payroll, Dell Inc.
Lap 7 - Project Management - De Ann Doonan CPP.pdf

 

Payroll and HR Working Together 

Rhonda Potter, CPP – Sr. Payroll Manager, Wyndham Worldwide;    Becky Mather, CPP – Consultant, R. S. Mather H. R. and Payroll Consulting
Lap 7 - H.R. and Payroll Moving Together - Becky Mather CPP Rhonda Potter CPP.pdf 

Updated on 9/22/2011

 

Formula 101  

Carl York, CPP – Payroll Manager, La Quinta Inns & Suites
Lap 7 - Calculations 101 - Carl York CPP.pdf

 

Non-Taxable Fringe Benefits 

Susan Charles, CPP – Sr. Payroll Analyst, Sabre-Holdings
Lap 7 -Non-Taxable Fringe Benefits - Susan Charles CPP.pdf

 

The ABCs of Form 1099  

Temple Liebmann, CPP – Corporate Accounting Manager, Collision Centers of America
Lap 7 - The ABCs of the Form 1099 - Jodi Parsons CPP.pdf

 

Local Taxes: A - L  

Lap 7 - Local taxes A-L - Bruce Phipps CPP.pdf
Bruce Phipps, CPP - Corporate Payroll Manager, Albert Einstein Healthcare Network

 

Relocation - Ins and Outs 

Lap 7 -Relocation Ins and Outs - Bruce Waller CRP Michael Gonzales CRP.pdf
Mike Gonzales, CRP – President, Armstrong Relocation-Dallas;  Bruce Waller, CRP, RIM, CMC – Vice President, Corp. Relocation Armstrong Relocation-Dallas

 

Lap 8

Thursday, September 22, 2011  3:45 pm – 5:15 pm 

The Fundamentals of Equity-Based Compensation 

Lap 8- The Fundamentals of Equity-Based Compensation - Broomhead-King.pdf
Nick Broomhead – Tax Senior Manager, Deloitte Tax LLP;  Brian King – Director, Global Employer Services, Deloitte Tax LLP

 

Beyond The Finish Line with Payroll Accounting 

Lap 8 - Beyond the finish line with payroll accounting - Teresa Mulkey CPP.pdf
Teresa Mulkey, CPP – Payroll Manager, Dr. Pepper Snapple Group

 

Formula 201 

Carl York, CPP – Payroll Manager, La Quinta Inns & Suites
Lap 8 -Calculations 201 - Carl York CPP.pdf

 

Drive It Like You Stole It…Prepare for the CPP 

Taunya Fritzsching, CPP – Payroll Administrator, University of St. Thomas

Lap 8 - Drive It Like You Stole It Prepare For The CPP -Ttaunya Fritzsching CPP.pdf
 

Managing Your AP Vendor Master File and Preventing Duplicate Payments

Temple Liebmann, CPP – Corporate Accounting Manager, Collision Centers of America
Lap 8 - Managing AP Vendor Master Files and Preventing Duplicate Payments - Jodi Parsons CPP.pdf

 

Local Taxes: M – Z  

Lap 8 - Local Taxes M-Z - Bruce Phipps cpp.pdf
Bruce Phipps, CPP - Corporate Payroll Manager,   Albert Einstein Healthcare Network

 

Fundamentals of Effective Business Writing 

Lap 8 - Fundamentals of Effective Business Writing - Susan George.pdf
Susan George, CPP – Senior Client Support Manager, Automatic Data Processing  

 

Lap 9

Friday, September 23, 2011  8:00 am – 9:30 am 

How to Make Payroll a More Effective Business Partner 

Lap 9 - How to Make Payroll a More Effective Business Partner - Zach Thomas.pdf

Zach Thomas – VP of Product Strategy, Ultimate Software
 

Red Light, Green Light - California Payrolls

Lap 9 - Red light green light - California Payrolls - Valery Noakes cpp.pdf
Valery Noakes, CPP – Payroll, Manager, Tesoro Companies, Inc.

 

FLSA: Basic Standards for Non-exempt Employees  

Brian Farrington – Attorney & Owner, Law Offices of Brian T. Farrington

 

Fundamentals of Expatriate Compensation  

Amy Parrent, CBP, CCP, GMS – Director IHR, Deloitte Tax LLP;    Brett Cummings – Tax Senior Manager, Deloitte Tax LLP
Lap 9 - Fundamentals of Expatriate Compensation - Amy Parrent CBP CPP GMS Brett Cummings.pdf

 

The I-9 Form 

Lap 9 - The Form I-9 - Michael Pollard.pdf
Michael A. Pollard – Management & Program Analyst, USCIS, Dept. of Homeland Security


Local Taxes — Ohio & Pennsylvania  

Tommy Windsor, CPP - Payroll Tax Specialist, One Source, VHR
Lap 9 - Local Taxes OH PA - Tommy Windsor CPP.pdf

 

Don’t Spin Out on Davis Bacon! 

Cheryl Hollowell, CPP – Payroll Manager, TDIndustries
Lap 9 - Don't Spin Out on Davis Bacon - Cheryl Hollowell CPP.pdf

 

Lap 10

Friday, September 23, 2011  9:45 am – 11:15 pm 

The Basics of Dual Payroll for Expatriates: Splits & Shadows 

 Lap 10 - Basics of Dual Payroll for Expatriates-Splits and Shadow Payrolls - Amy Parrent CPP Laura Davis.pdf

Amy Parrent, CBP, CCP, GMS – Director IHR, Deloitte Tax LLP ;  Laura Davis – Manager, Global Mobility and US Payroll, Texas Instruments

 

ACH Rules and Regulations 

Lap 10-ACH Rules Regulations - Beverly Dobesh AAP.pdf
Beverly Dobesh, AAP – SVP, Educational Services, SWACHA

 

FLSA: Salaried Exempt Employees 
Brian Farrington – Attorney & Owner, Law Offices of Brian T. Farrington

 

The Benefits of Paycards in the Payroll Department 

Lap 10 - The benefits of paycards in the payroll department - Brian Slowik.pdf
Brian Slowik – President, rapid! PayCard

 

Texas Payday Law 

Lap 10 - Texas Payday Act - John Hagan.pdf
John P. Hagan – Labor & Employment Law Attorney, Sarles & Ouimet

 

Managing Millennials, Multi-Generational Trends and Management 

Speaker has not hand outs

Janet Sue Rush, Professional Speaker

 

E-Verify: The Government’s Inside Track 

Lap 10 - e-verify the governments inside track - Michael Pollard.pdf
Michael A. Pollard – Management & Program Analyst, USCIS, Dept. of Homeland Security
 

Lap 11

Friday, September 23, 2011  1:45 pm – 3:15 pm 

Drivers’ Meeting:  Ask a Payroll Professional 

Speaker has not hand outs

Teresa Mulkey, CPP – Payroll Manager, Dr Pepper Snapple Group;  Bruce Phipps, CPP – Corporate Payroll Manager, Albert Einstein Healthcare Network

 

Drivers’ Meeting: Ask an Accounts Payable Professional 

 Speaker has not hand outs

Sandy Champion – Moderator – President, IAPP;  Carrie Chambers; Jan Wallace; Sherry Strahla; Tom Lyman

 

Drivers’ Meeting:  Ask an Employment Lawyer 

Speaker has not hand outs 

Brian Farrington – Attorney & Owner, Law Offices of Brian T. Farrington

 

Drivers’ Meeting:  Ask an HR Professional 

Speaker has not hand outs  

 

Exhibitor Forum:  Timekeeping 

Speaker has not hand outs  

 

Exhibitor Forum:  Outsourcing Your Payroll 

Speaker has not hand outs  

 

Exhibitor Forum:  Reference Resources 

Speaker has not hand outs  

 

Lap 12

Saturday, September 24, 2011  8:00 am – 9:30 am 

Keynote:  Shelly Abril – Government Relations Manager, Automatic Data Processing  

Legislative Update 

Lap 12 - Legislative Update - Selly Abril.pdf (updated on 9/21/2011)

 

Lap 13

Saturday, September 24, 2011  9:45 am - Noon 

Keynote:  Janet Sue Rush, Professional Speaker  

I’d Like to Be Motivated But I Just Don’t Feel Like It! 

Speaker has not hand outs  

 

2011 Conference Sponsor

 Timelink.jpg 

Robyn Harris, CPP – Executive Director of Payroll, Maxim Integrated Products, Inc.

Scott Bankert – Director, Employment Tax Services, TALX Corporation

 
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