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23
BECOME A PAYROLL POWERHOUSE

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Page 1: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

wwwAPACongresscom

Congress Sponsors include

B E C O M E A P A Y R O L L P O W E R H O U S E

Have You Heard About The Movement

DAN MADDUXEXECUTIVE DIRECTORAMERICAN PAYROLL ASSOCIATION

Investing in yourself has one of the best returns for your career and

organization Whether you are looking to explore the future of payroll learn

a new skill or strengthen your current knowledge the American Payroll

Associationrsquos 37th Annual Congress May 14-18 in Long Beach California has

the resources to help you keep your edge

Our 4frac12 days of networking and more than 180 workshops are sure

to educate and impress as we delve into topics such as continuous

compliance changes outsourcing and globalization and managing process

improvements Our dynamic speakers and industry experts cover a wide

variety of topics to provide you with both breadth and depth of information

Plus yoursquoll have access to the latest products and services in the

industry courtesy of the worldrsquos largest payroll and AP expo Visit the NEW

Professional Development Lounge where yoursquoll have the opportunity to

talk with career coaches polish your social media profiles update your

professional headshot and much more

Wersquore positive that the 2019 Congress will keep you on the edge of your

technical knowledge and have you at the top of your game in no time

Sincerely

2 paycon

Agenda rsaquo 4

Keynotes rsaquo 6

Special Guest Speakers rsaquo 9

Expo rsaquo 10

Sponsors rsaquo 11

Highlights rsaquo 12

Education Tracks rsaquo 14

Workshops rsaquo 15

Entertainment rsaquo 19

Registration rsaquo 20

Important Congress Details rsaquo 22

Virtual Congress amp Expo rsaquo 23

SPECIAL THANKS to the APA Board of Advisors for their contribution to the 37th Annual Congress

Lori Brown CPP

Ginnette Clark CPP

Michelle Clawson CPP

Jennifer Cordes CPP

Abbey Moran CPP

Christine Ness CPP

Jon Schausten CPP

David Wakeling CPP

Tim Walstrum CPP

Welcome to your guide to the 37th Annual Congress This brochure will provide the highlights of Congress with the latest details provided at APAcongresscom

1 RegistrationRegister at wwwAPAcongresscom

2 Hotel ReservationsYour online hotel reservation must be received by the Housing Bureau no later than

April 18 2019 Rooms and group rates may not be available after this date

3 Workshop SelectionAfter 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 Customer Service at (210) 224-6406 M ndash F 8 am ndash 6 pm CT or email your questions to APA_Eventsamericanpayrollorg

Planning Your WeekTo complete your registration yoursquoll

need to complete the following online

3wwwAPAcongresscom

WELCOME REMARKS Dan Maddux Executive Director American Payroll Association John Raguz CPP Immediate Past President American Payroll Association Jodi Parsons CPP President American Payroll Association

KEYNOTE Simon T Bailey MA CSP CPAE ldquoReleasing Leadership Brilliancerdquo Sponsored by

WEDNESDAY MAY 15❯ 700 am ndash 600 pm RegistrationCheck-in❯ 800 am ndash 930 am Workshop Session 5❯ 945 am ndash 1115 am Workshop Session 6❯ 1130 am ndash 100 pm Luncheon

KEYNOTE Vicki Lawrence ldquoLife Is Much Too Serious to Be Taken Seriouslyrdquo

❯ 100 pm ndash 300 pm Professional Development Lounge

❯ 145 pm ndash 315 pm Workshop Session 7

❯ 315 pm ndash 630 pm Expo and Global Pavilion Grand Opening amp Cocktail Reception❯ 630 pm ndash 800 pm Chapter Exchange Reception and Awards

Sponsored by

145 pm ndash 315 pmWorkshop Session 7

315 pm ndash 630 pmExpo and Global PavilionGrand Opening amp Cocktail Reception

630 pm ndash 800 pmChapter Exchange Reception and Awards

Sponsored by

MONDAY MAY 13❯ 200 pm ndash 700 pm RegistrationCheck-in❯ 500 pm ndash 530 pm Orientation❯ 630 pm ndash 730 pm Tweet Up

TUESDAY MAY 14❯ 700 am ndash 600 pm RegistrationCheck-in❯ 800 am ndash 930 am Annual Business Meeting

Tuesday sessions sponsored by ❯ 800 am ndash 930 am Workshop Session 1❯ 945 am ndash 1115 am Workshop Session 2❯ 1115 am ndash 1245 pm Welcome Luncheon Sponsored by

❯ 100 pm ndash 130 pm Orientation❯ 100 pm ndash 200 pm Workshop Session 3❯ 200 pm ndash 400 pm Professional Development Lounge❯ 215 pm ndash 345 pm Workshop Session 4

❯ 400 pm ndash 500 pm Spouse and Guest Information Meeting❯ 415 pm ndash 600 pm Opening General Session

All times are Pacific Daylight Time (PDT)

4 paycon

THURSDAY MAY 16❯ 700 am ndash 1200 pm RegistrationCheck-in

❯ 800 am ndash 930 am Workshop Session 8

❯ 800 am ndash 1000 am Professional Development Lounge

❯ 1000 am ndash 1145 am General Session

INTRODUCTORY REMARKS Dan Maddux Executive Director American Payroll Association

SPECIAL PRESENTATION Say What Communicating Around the World Jason Low CPS Head of TAPS The Association for Payroll Specialists Tim Kelsey MCIPP AIPA Owner Kelsey Payroll Services

KEYNOTE Vivek Wadhwa ldquoAdvancing Technologies and Trillion-dollar Opportunitiesrdquo

Sponsored by

❯ 1145 am ndash 230 pm Expo and Global Pavilion Open

❯ 1145 am ndash 1245 pm Expo and Global Pavilion Networking Lunch

Sponsored by

❯ 215 pm ndash 345 pm Workshop Session 9❯ 400 pm ndash 530 pm Workshop Session 10

❯ 500 pm ndash 730 pm Expo and Global Pavilion Cocktail Reception and Dinner

❯ 630 pm ndash 730 pm Costume Contest and Exhibitor Prize Drawing

❯ 730 pm ndash 1130 pm PAY on the Edge PLAY on the Edge Party

Sponsored by

FRIDAY MAY 17❯ 700 am ndash 1200 pm RegistrationCheck-in

❯ 800 am ndash 930 am Federal Government Executive General Session

❯ 930 am ndash 1100 am Expo and Global Pavilion Open

❯ 1100 am ndash 1230 pm Workshop Session 11

❯ 1245 pm ndash 215 pm Awards Luncheon

Sponsored by

GUEST SPEAKERS Carolyn Huse CPP 2018 Payroll Woman of the Year Gary Lynch CPP 2018 Payroll Man of the Year

❯ 200 pm ndash 400 pm Professional Development Lounge

❯ 230 pm ndash 400 pm Workshop Session 12

❯ 415 pm ndash 545 pm Closing General Session

KEYNOTE Jepound Civillico ldquoThe Power of the Pivotrdquo

Sponsored by

SATURDAY MAY 18❯ 800 am ndash 930 am Workshop Session 13

❯ 945 am ndash 1115 am Workshop Session 14

5wwwAPAcongresscom

Have You Heard About The Movement

6

ldquoReleasing Leadership BrilliancerdquoWhile organizations today face many challenges the greatest challenge is tapping into the talents of employees so they become ldquoassets with facetsrdquo To contribute to the success of your clients your partners within the organization and your team you must first know how to bring out the best in yourself Best-selling author and renowned teacher Simon T Bailey will explain that team members who are self-motivated productive and engaged in their work are not only able to bring out personal brilliance but are able to bring out the brilliance in others as well Operating in their ldquoBrilliant Zonerdquo they release brilliance in their teams and reach out to the brilliance in their organizational partners bringing about higher levels of performance

FOS Personal Development10 CPE credit10 RCH

SIMON T BAILEY MA CSP CPAETUESDAY OPENING GENERAL SESSION

Sponsored by

Sponsored by

paycon

JEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICODirect from his show on the Las Vegas Strip entertainer and comedian Jeff Civillico is headed to Congress in Long Beach Jeffrsquos crazy antics and talents will entertain you all week with games designed to keep you on the edge achieve maximum audience interaction and produce loads of laughter

CONGRESS ENTERTAINMENT amp INFOTAINMENT

ldquoLife Is Much Too Serious to Be Taken SeriouslyrdquoIn this funny and poignant presentation singer and actress Vicki Lawrence shares the story of her life a story of fun and comedy that includes how she met Carol Burnett how Mama came to be and how she ldquobecame a natural redheadrdquo Vicki will discuss the challenges and rewards of being a working mom as well as a more difficult time in her life when her talk show was canceled and she battled with depression With the belief that laughter is the best medicine Vicki will share how she overcame these challenges with her personal mantra ldquoLife is much too serious to be taken seriouslyrdquo

Not eligible for CPE credits or RCHs

VICKI LAWRENCEWEDNESDAY LUNCHEON

JEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOldquoThe Power of the PivotrdquoWhen yoursquore faced with an obstacle at home or at work what do you do Do you allow that challenge to drain your energy or do you keep moving forward and pivot through the challenge to emerge stronger Personal and professional development can seem daunting We assume massive amounts of life-changing action is required to improve ourselves and our jobs More often than not whatrsquos required is actually a series of pivots Pivots are small changes that are made while staying grounded to who we are Jeff will share how he pivoted his way from performing juggling shows in his kitchen after dinner as a child to having a successful career in the cutthroat entertainment industry with his own award-winning headline show in Las Vegas multiple TV projects and a national nonprofit

FOS Personal Development10 CPE credit10 RCH

FRIDAY CLOSING GENERAL SESSION

7wwwAPAcongresscom

Sponsored by

8 paycon

ldquoConvergence Disruption and Opportunity How Existing Industries Will Be Disrupted and New Trillion-dollar Industries Will EmergerdquoIn the next five to ten years this will affect practically every industry Very few companies on todays Fortune 500 list will be on that list by the early 2020s They will go the way of Blockbuster Kodak RIM Compaq and Nokia This is not all bad news because disruption creates opportunities New industries will emerge and companies that lead the change will have the trillion-dollar market capitalizations

FOS Information Technology10 CPE credit10 RCH

Vivek Wadhwa is a Distinguished Fellow at Harvard Law School and Carnegie Mellon Universitys College of Engineering at Silicon Valley and has held appointments at Duke University Stanford Law School Emory University and Singularity University He has been featured in thousands of articles in publications worldwide including The Wall Street Journal The Economist Forbes The Washington Post The New York Times US News amp World Report and Science Magazine and has made many appearances on US and international TV stations including CBS60 Minutes PBS CNN ABC NBC CNBC and the BBC Based in Silicon Valley Professor Wadhwa researches exponentially advancing technologies that are soon going to change our world

VIVEK WADHWATHURSDAY GENERAL SESSION

Academic Author and Entrepreneur

Cant stay for the whole weekSign up for a single day pass and join us for any of the four days that is most convenient for you See page 20 for details

Have You Heard About The Movement

Sponsored by

9

Gary Lynch CPP 2018 Payroll Man of the Year

Jason Low CPS Head of TAPS The Association of Payroll Specialists

Jodi Parsons CPPPresidentAmerican Payroll Association

John Raguz CPPImmediate Past PresidentAmerican Payroll Association

Carolyn Huse CPP 2018 Payroll Woman of the Year

Tim Kelsey MCIPP AIPA OwnerKelsey Payroll Services

wwwAPAcongresscom

As we progress toward the future communication across cultural lines will become everyday reality Jason Low CPS and Tim Kelsey MCIPP AIPA will share their first-hand experiences with linguistic and behavioral styles to highlight daily interactions you may face as you communicate with people from different cultures By understanding these formalities youll be prepared for successful intercultural communication and collaboration

Say What Communicating Around the WorldTHURSDAYS SPECIAL PRESENTATION

10

Accountemps and Robert Half Finance amp AccountingADP LLCAllpoint NetworkAMGtimeAOA MedicalAPA Solutions CenterBloomberg TaxBlue Marble Global PayrollBranchBrinks MoneyBusiness Software IncCanadian Payroll Association TheCeridianChetu IncCIC Plus IncCMI Time Management ComdataD2Xchange LLCDailyPay Inc

DMA - DuCharme McMillen amp Associates IncEmptechEquifax Workforce SolutionsFBAFBG HoldingsFMP GlobalGreenshades SoftwareGrosvenor Technology LLCGT Global TrackerHampR BlockHigh Line CorporationHIREtechHuman Resource Executive (HRE)Huntington Business Systems InciiPayImmedisInsurePayIOIPayiSolved

JAT SoftwareJobingcomKronos IncorporatedLTtax IncMasterTax LLCMillennium Trust CompanyMoney Network A First Data CompanyNeeyamo IncNetSpend CorporationNGA Human ResourcesNOVAtime Technology IncOffice of Child Support EnforcementOneSource VirtualPaychex IncPayTrainregHolmes CorporationPS Web Solutionsrapid PayCardReplicon Inc

Safeguard GlobalSALT Payroll ConsultantsSociety for Human Resource ManagementSOLE FinancialSumTotal Systems LLCSymmetry SoftwareThomas amp CompanyTimeClock PlusTIMECOUS BankuConfirmUltimate SoftwareUSCIS - Verification DivisionVeriSafe JobsVillanova UniversityWD PensionmarkWise Consulting Associates IncWorkday IncWorkForce Software

2019 Congress Exhibitors

WEDNESDAY MAY 15Expo and Global Pavilion Grand Opening and Cocktail Reception 315 pm ndash 630 pm

THURSDAY MAY 16Expo and Global Pavilion Open1145 am ndash 730 pm

SPECIAL EVENTS Networking Lunch 1145 am ndash 1245 pm

Cocktail ReceptionDinner 500 pm ndash 730 pm

Costume Contest Exhibitor Prize Drawings 630 pm ndash 730 pm

FRIDAY MAY 17Expo and Global Pavilion Open930 am ndash 1100 am

SPECIAL EVENTS Exhibitor Prize Drawings 1030 am ndash 1100 am

WELCOME to the Worldrsquos Largest Payroll Expo

As of press timepaycon

As one of Congressrsquo most anticipated features the Expo is the center of the Congress hub Over 100 exhibitors come together here to share information and connect with the payroll professional community Home to the Global Payroll Pavilion and the Technology Solutions Stage the Expo is the place to be to learn about cutting-edge technologies tools resources and trends affecting the payroll industry

11

Gold Level

SilverLevel

Platinum Level

Diamond Level

Sapphire Level

As of press time

wwwAPAcongresscom

Have You Heard About The Movement

NetworkingCongress OrientationAttending for the first time Give the Congress Orientation Session top priority Presented by Congress veterans yoursquoll get important information plus valuable tips on making the most out of your Congress experience Plan to attend one of two sessions offered on Monday May 13 500 pm ndash 530 pm or Tuesday May 14 100 pm ndash 130 pm

Chapter Exchange ReceptionJoin other payroll professionals from over 120 active APA chapters across the country at this annual networking event APArsquos Board of Advisors will also be on hand to meet you at this highly anticipated event on Wednesday May 15 630 pm ndash 800 pm

Sponsored by

Chapter PictorialsVideo monitors throughout the convention center will showcase all of the creative and colorful local chapter pictorial presentations that were entered in the 2019 Chapter Pictorial Contest Each unique photo montage slide show reflects the activities and events APArsquos individual chapters participated in throughout 2018

Social Media CongressExpand your network and meet social media enthusiasts at the Congress Tweet Up Monday May 13 630 pm ndash 730 pm Need some social media training Stop by the Tweet Up or meet up at the APA booth during the Expo Cocktail Receptions on Wednesday and Thursday to learn how to expand your online network Be sure to use paycon on your social media posts

Events Annual Business MeetingHeld on Tuesday May 14 800 am ndash 930 am the American Payroll Associationrsquos Annual Business Meeting is open to all association members

Awards CeremoniesMembers are the lifeblood of the APA The success of the association and the advancement of the payroll profession are not possible without the efforts of our volunteers APA will honor these exceptional achievers in special awards ceremonies throughout the week

Chapter AwardsThe Chapter Contest Awards will be announced during the Chapter Exchange Reception on Wednesday May 15 630 pm ndash 800 pm Be there to hear about all of the chaptersrsquo success and hard work and see who will win the coveted Chapter of the Year Award Letrsquos celebrate all of the 2018 chapter accomplishments

Be an MVPPut your competitive spirit into high gear at this yearrsquos costume contest Deck yourself out as a favorite icon from the world of competitions Whether yoursquore inspiring or wacky your creative costume will be one for the books Plan your costume as an individual duo or group for one of the following categories

❯ All-Star Athlete

❯ Most Memorable Reality TV Show Competitor

❯ Ultimate Record Breaker

❯ Cheer Champion

Judging will take place during the Expo Cocktail Reception and Dinner on Thursday May 16 at 630 pm

Resources New WorkshopsThis year weve included more new workshops than ever before Over 50 new titles have been integrated into the educational lineup Look for the rsaquo icon next to the titles on pages 15-18

12 paycon

Federal Government Executive General SessionHear from key players in the current administration at this yearrsquos Federal Government Executive General Session on Friday May 17 at 800 am You wonrsquot want to miss this discussion of the issues that impact payroll management and how they are working to implement change

Leadership Excellence Series Shirley Davis PhD CSP SPHR SHRM-SCP

Join Dr Shirley Davis for the popular Leadership Excellence Series of workshops where yoursquoll explore such topics as ldquoThe Power of Your Personal Brandrdquo ldquoInclusive Leadershiprdquo ldquoStrategies for Leading a Culture Transformation in Your Organizationrdquo and ldquoBuilding Beneficial Business

Relationshipsrdquo Attend two double sessions when you choose this track and earn 6 RCHs and a Certificate of Completion

Worlds Largest Payroll ExpoWherersquos the best place to learn about the latest in payroll products technologies and tools The Expo Be there on Wednesday May 15 for the Grand Opening and Cocktail Reception See page 10 for a schedule of other Expo events

Global Payroll Management ForumThe Global Payroll Management Institutersquos 4th Annual Global Payroll Management Forum is provided in tandem with APArsquos 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 worldrsquos largest payroll Expo including a Global Pavilion of payroll service providers and solutions Go to GPMInstitutecom for more information

Congress AppDownload the free Congress 2019 app to view the latest schedule look up details on speakers and sessions search for Expo information message other attendees and much more

Sponsored by

Congress TodayCongress Today is the award-winning printed magazine and blog combo that provides timely news stories on conference events and photo coverage to enhance your Annual Congress experience Use this important onsite resource ndash both in print and online at CongressTodayorg ndash for your Congress news and highlights

Sponsored by

Spouse and Guest Information MeetingAll guests of registered participants are invited to a special spouse and guest program on Tuesday May 14 400 pm ndash 500 pm To help guests make the most of their stay in the Long Beach area representatives from local attractions will share highlights from some of the cityrsquos most popular sites

Earn up to 255 CPE CreditsCPAs can earn up to 255 CPE credits for attending each applicable General Session and workshop sessions

Recertification Credit HoursFPC and CPP designation holders can earn up to 255 RCHs for attending this conference and up to an additional 15 RCHs for attending Virtual Congress Virtual Congress is included with your All-Access Congress registration See page 23 for additional details

Professional Development LoungeMeet the newest addition to APAs Congress resources the Professional Development Lounge Focusing on both personal and professional development to the extreme this designated area features career experts on hand to show you how to enhance your resume and social media presence You can also meet with an APA staffer to update your member profile Stop by to enjoy beverages and snacks from Bogartrsquos Concession Stand and networking with colleagues while gaining some valuable professional insight For more information on the Professional Development Lounge go to apacongresscom

Congress RegistrationAll Congress attendees who purchase an All-Access Pass will also receive a Virtual Congress registration NEW for 2019 ndashColleagues and Non-Members purchasing an All-Access Pass will receive a Virtual Congress registration AND a 1-year APA membership

13wwwAPAcongresscom

NEW

THOUGHT LEADERSHIP Significant return on investment and overcoming industry challenges with specific product solutions is the focus of the Thought Leadership track These educational sessions showcase how organizations implemented specific solutions that positively impacted their bottom line

PAYROLL PROCESSINGThis essential track presents topics critical to the efficient operation of the payroll process Subjects range from internal controls to electronic payment methods and reconciliations

PAYROLL COMPLIANCE TOOLSIs your goal to have a penalty-free payroll In this track you will learn how to identify compliance issues and resolve them before your organization is subject to penalties

WAGE PAYMENTS AND DEDUCTIONSThis track presents topics critical to ensuring that employees are paid accurately Subjects range from regular rate of pay and handling overpayments to child support and other mandatory deductions

US TAXATION AND FORMSThis track presents topics essential to the understanding of US payroll taxation and reporting compliance Subjects range from third-party sick pay to multi-state taxation

GOVERNMENT AFFAIRSThis track is for professionals involved in maintaining compliance These sessions provide a thorough review of legislative and regulatory updates explore the expansion of electronic forms filing and reporting and include the latest from the IRS SSA DOL and other government agencies

INDUSTRY SPECIFIC FORUMSAre you in a special industry or have a special interest These forums discuss the hot topics and the unique issues of special interest to practitioners in a variety of trades and industries

BENEFITS AND COMPENSATIONThis track is for professionals looking for best practices and trends in the field of benefits and compensation including the latest on fringe benefits stock options cafeteria plans and nonqualified deferred compensation plans

14

Education Tracks oer 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

EXECUTIVEThis 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

GLOBAL FORUMS These forums explore a wide spectrum of payroll taxation and related issues from a global perspective Topics include paying nonresident aliens foreign nationals and expatriates international employee data privacy and global risk management

GLOBAL PAYROLL COUNTRY-BY-COUNTRY Is your organization expanding globally In this track you will learn the wage and hour and taxation requirements of selected countries

EXPATRIATE PAYROLLSAre you paying US citizens or resident aliens working outside of the United States This track will provide you the information to ensure you are taxing and reporting wages and fringe benefits correctly You will learn when to withhold and report income social security and Medicare taxes

ACCOUNTS PAYABLEThis is the essential track for accounts payable professionals and anyone who interfaces with AP These sessions cover processes and practices critical to a successful accounts payable operation Topics include Forms 1099-MISC and W-9 as well as internal controls automation and technology

TECHNOLOGYThis track is designed for IT HRIS and payroll professionals and those who interact with them These sessions cover the latest technology such as paycards electronic forms and self-service Internet portals as well as information security and emerging technology trends

ORGANIZATION AND PERSONAL MANAGEMENTFor anyone seeking insights and perspective on a range of timely issues This track offers vast options for enhancing your interpersonal skill set furthering your professional development expanding your leadership potential and advancing your career

LEADERSHIP EXCELLENCE SERIESA premier professional development track for all leaders and those who aspire to become leaders By attending all of the workshops in this track you will earn a Certificate of Completion

APA TOOLSAre you looking to get involved with the APA gain knowledge about our tools and resources or preparing to become certified Workshops in this track will offer a variety of sessions covering volunteering eLearning eBooks and certification

paycon

Have You Heard About The Movement

15

Payroll Processing

rsaquo How to Establish a Shared Services Center

rsaquo How to Reconcile and Reassure Your Executivesrsquo Total Pay

bull IRSSSA Reconciliations What You Donrsquot Know Can Hurt You

bull Mergers and Acquisitions Advanced

bull Payroll Accounting How Important Is It

rsaquo Payroll Processing In-House or Outsourced How to Determine What Model Is Right for Your Organization

bull Perform a Root Cause Payroll Analysis Take Your Payroll Department to the Next Level

bull The Infamous Rules Behind Direct Deposit and Same-Day ACH

bull Compliance Research How to Find Answers and Communicate to Management

bull Keep It All Together Keep It All Straight Payroll Record Keeping Requirements

bull Secrets of a Successful Year-end

bull The 10 Most Common Payroll Pitfalls

bull The Basics of Payroll Reconciliations

bull California Payroll Panel Discussion of CA Experts Addressing Updates Issues and Your Questions

bull e-IWO The Journey to Paperless Child Support Orders and More Begins Here

bull Garnishments Levies Student Loans and More

rsaquo How the Daily Pay Movement Will Impact Payroll As We Know it

bull Managing Termination Pay

bull Overpayments What Can We Do

rsaquo Overtime Under FLSA Regular Pay vs Regular Rate of Pay ndash Are You Calculating Correctly

bull Telecommuting Wage and HourTaxation Issues

Payroll Compliance Tools

Wage Payments and Deductions

bull The Nuts and Bolts of Child Support

bull Understanding Calculations From Basic to Complex

rsaquo Wage and Hour Rules ndash Federal State and Local Requirements

bull Wages Owed to Deceased Employees

bull White Collar Exemptions Under the FLSA

rsaquo A Day in the Life of a Payroll Professional Dealing With Complex Union Payrolls

rsaquo A Post-Tax Reform Overview of State Tax Withholding Changes

bull An Introduction to Multi-State Taxation

rsaquo Avoiding IRS Penalties the Successful Way

rsaquo Combating Fraudulent Authorizations

bull Controlling Employer Factors to Keep SUI Rates Low

bull Correcting the W-2 Form W-2c to 941-X and More

rsaquo How Employer Reporting Requirements are Expanding Current Legislative and Regulatory Trends

bull Introduction to Stock and Stock Option Plans

bull Local Income Tax in Indiana and Ohio

bull Local Income Tax in Pennsylvania

rsaquo Nexus How It Impacts Your Payroll

rsaquo Putting Smart Intelligence to Work for You

rsaquo Tax Notice Compliance ndash Taming the Tax Notice Tiger

rsaquo What Does the 2020 Form W-4 Mean to Payroll and Employees

bull When Does a Visa Impact Withholding

US Taxation and Forms

Visit APAcongresscom for complete workshop descriptions and the weeks schedule Over 50 new workshops (indicated by the rsaquo symbol) have been added this year

wwwAPAcongresscom

16

rsaquo Fair Scheduling Laws Ease the Burden on Payroll

bull Nonqualified Deferred Compensation Plans Advanced

bull Nonqualified Deferred Compensation Plans Basic

bull Paid Sick Leave From Perk to Mandate

rsaquo Payroll and 401(k) ndash Outsourcing Simplify and Protect

bull State and Local Taxation of Stock Options and Other Equity-Based Awards

bull Stock Options and Equity Compensation Plans Advanced

bull Taxable and Nontaxable Fringe Benefits Part 1

bull Taxable and Nontaxable Fringe Benefits Part 2

bull Advanced Career-Building Speaking Skills

rsaquo Building a Successful Business Case to Invest in You

bull Business Continuity Planning Itrsquos Not Just Disaster Recovery Anymore

bull Change Management Strategies to Ensure Successful Projects

bull Executive Compensation Audits What Is the IRS Looking At

bull How to Use Lean Tools to Eliminate Waste in Payroll Operations

bull HRPayrollTime Metrics Turning Data Into Meaningful Information

bull Innovative Best Practices of Prism Award Winners

bull Managing Vendor Partnerships Worldwide

bull Payroll Strategies for Success

rsaquo Process Improvement Through Problem Solving An Eight-Step Process

bull Quality Enhancements for Payroll

bull Six Sigma and Lean Practices Promote Success on Your Payroll Journey

rsaquo The Psychology of Change Management More Than Simply Communicating the Change

bull DOL Investigation How Would You Stack Up

bull Forum on Federal Payroll Issues Part 1

bull Forum on Federal Payroll Issues Part 2

bull Legislative Outlook and APA Lobbying 1

bull Legislative Outlook and APA Lobbying 2

bull State and Local Payroll Key Developments and Research Tools

bull Therapy 101 Form I-9 and E-Verify

bull Top 10 Things You Need to Know About Employment Tax

bull Using the Internet for Federal State and Local Payroll Research

bull Whats Old and New at SSA

rsaquo Agricultural Payroll Issues Challenges and Best Practices

bull Challenges of Health Care Industry Payroll

rsaquo Change Management for Shared Service Environments

bull FLSA Issues in the Government Sector

rsaquo Government Sector Best Practices ndash Fringe Benefits Time amp Attendance 457b and 403b Plans

bull How Payroll Service Providers Interact and Partner With the IRS

bull Manufacturing Industry Roundtable

bull Payroll for Higher Education Institutions

bull Payroll in the Hospitality Industry

bull The One-Person Payroll Department

rsaquo Tips and Tricks for Selecting Payroll Service Vendors and Systems

Executive

Benefits and Compensation

Industry Specific Forums

Government Aairs

paycon

17

Global Forumsbull Business Traveler Considerations for Payroll and

Corporate Tax Departments

bull Can You Asup2ord the Global Payroll Compliance Risk

rsaquo Esup2ectively Capturing Reporting and Reconciling Equity Income Globally

rsaquo GDPR ndash Next Steps Audits and Process

rsaquo Global Money Moving Mania

bull Global Strategic Alignment for HR and Payroll Professionals

rsaquo Inclusion and Diversity (IampD) The Natural Synergies Between IampD Initiatives and Global Mobility

bull Insights on Brexit

bull Introduction to US Nonresident Alien Tax Withholding

bull Nonresident Alien Taxation and Withholding for J-1 Exchange Visitors and F-1 Students

bull Payroll Edge Global Payroll Project Management

rsaquo Standardizing Global Payroll Processes

bull The State of Global Payroll Facts Fears and the Future for Your Organization

bull Understanding Tax Treaty Benefits and Limitations

bull Winning Globally Discovery Strategy Governance Part 1

bull Winning Globally Selecting a Payroll Delivery Model for Your Organization Part 2

bull Canadian Payrolls Nontaxation Issues

bull Canadian Payrolls Taxation Issues

bull Paying in the UK

bull Payroll in Australia

rsaquo Payroll in Brazil

rsaquo Payroll in China and Hong Kong

bull Payroll in France

rsaquo Payroll in Malaysia and Singapore

rsaquo Payroll in Mexico

bull Payroll in South Africa

rsaquo Payroll in Sweden and Norway

Expatriate Payrolls

rsaquo Esup2ectively Operating Shadow Payrolls

bull Expatriate Payroll 101 Everything You Need to Know to Get Started

bull Expatriate Payrolls Advanced

bull Understanding the Tax Equalization and Tax Protection Process

bull AP Accounting and Month-End Accruals

bull AP Internal Control and Auditing Techniques

bull Form 1099-MISC Reporting Federal and State Requirements

bull PayrollAP Best Practices What Does This Really Mean

bull Unclaimed Property Reporting What You Need to Know

bull Understanding Payments to Foreign Workers

bull Worker Classification Issues

rsaquo Blockchain Mobile Payments and the Future of Payroll Administration

rsaquo Cybersecurity Into the Breach

rsaquo DigihellipWhat How to Prepare and Implement a Digitalization Strategy

rsaquo Is HCM Integration for You

rsaquo Moving Payroll to the Cloud Whats Next (v 20)

rsaquo New System Implementation Checklist and Best Practices

bull Paperless Pay Compliance in 50 States

bull Payroll Card Program Best Practices

bull Payroll Fraud Detect Deter Defend

bull Preparing and Analyzing Requests for Proposal

bull Future Trends in Time and Attendance

bull Top 10 Cybersecurity Concerns That Businesses Always Ask About

bull What Every Payroll Professional Needs to Know About Emerging Payroll Technologies

Global Payroll Country by Country

wwwAPAcongresscom

Accounts Payable

Technology

Thought Leadership

rsaquo Building Strong Careers Using SMART Goals

bull Canrsquot Get That Project Completed Get an Intern

bull Developing a Cohesive Team

bull Documenting Your Procedures and Processes

bull Emotional Intelligence

rsaquo Ethics in Payroll

bull Exceptional Customer Service for Payroll Professionals

rsaquo How to Gain Power at Work When You Have None

rsaquo How to Successfully Manage a Payroll of Any Size

bull How to Turn a Payroll Disaster Into a Payroll Win

rsaquo Implementing a New Tool Start With Best Practices

rsaquo Leading During Crisis Workplace Violence

bull Letrsquos Talk Giving Feedback

bull Mentoring and Making It Work for Everyone

bull Metrics How to Begin to Tell Your Story

rsaquo Millennial Leadership

bull Myths Misconceptions and Untruths of Payroll

bull Organizational Culture The Make-or-Break Factor in Hiring and Retention

bull Payroll Best Practices Recap

bull Payroll Consulting as a Career Is It Right for Me

bull Process Mapping Driving Process Improvement

bull Selling Yourself and Your Ideas

bull Stand Up Speak Out Career Success

rsaquo Strategies for Getting a Seat at the Table and Making It Count

bull The Edge of Communication

rsaquo The Importance of Esup2ective Listening

bull The Perfect Partnership Payroll and Human Resources

bull Tips for Project Management

rsaquo Who Wants to Be a Millionaire

bull You Have Reached Your Peak Now What

Organization and Personal Management

18 paycon As of press time

bull Hotline Referral Committee Meeting

bull Make a Disup2erence Through Volunteer Committees

bull Payroll Source Plus Demonstration and QampA

bull PayTrainreg Payroll Training at Your Command

rsaquo Power Up Your Chapter to Increase Member Participation

bull Prepare Yourself for the FPC and CPP Exams

bull Social Media Best Practices for Payroll Professionals

bull Talent Management Through Payroll Assessments

rsaquo Writing Questions for the FPC and CPP Exams

bull How the Daily Pay Movement Will Impact Payroll as We Know It

rsaquo How to Break Up With Excel (But Stay Friends)

bull Introducing the 2019 Deloitte Payroll Benchmarking Survey

bull Leveraging Todays Technology for Payroll Operations

rsaquo Payroll at the Heart of Finance and HR

bull Payroll Change Management A Step-by-Step Guide

rsaquo Why Speed Accuracy and Choice Matter in Payroll Payments for the Young Workforce

Double Sessionrsaquo The Power of Your Personal Brand

rsaquo Inclusive Leadership ndash New Mindsets Models and Required Competencies for Workforce 2030

Double Sessionrsaquo Strategies for Leading a Culture Transformation in Your Organization

rsaquo Building Beneficial Business Relationships

Leadership Excellence Series

APA Tools

Sponsored by

THURSDAY MAY 16 | 730 PM ndash 1130 PM

After paying on the edge join us for an evening of playing on the edge

at this yearrsquos after-hours event Get competitive with your colleagues

and prove that you are the Most Valuable Payer Participate in exciting

activities that will test your skills or join DJ Shai on the dance floor

either way there is something for everyone to celebrate their own

unique competitive edge

Check out the costume categories at APACongresscom or on page 12

19wwwAPAcongresscom

Your Congress registration includes a 1-year APA Membership

(for Colleagues and Non-Members)

Additional Item Available for Purchase Expo Cocktail ReceptionDinner and Party Thursday May 16 $100 per guest (Must be 21 or older to attend)

For Registration Questions Call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT or Email APAamericanpayrollorg

Register Online wwwAPAcongresscom

Register today at wwwamericanpayrollorgvirtual-congresshtml

Enjoy your NEW APA Membership with your Congress registration

RESOURCESIndustry publications and breaking payroll news and updates

EDUCATIONMember discounts on all payroll training classes conferences webinars web-based programs online training and all APA publications

SUPPORTNetworking with over 20000 members through local chapters special events and social networking communities

ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS

ALL-ACCESS PASS(5 Days + Virtual Congress)

$530$1060$1590MEMBER $1900

NANANACOLLEAGUE $2050

$675$1350$2025NON-MEMBER $2120

20 paycon

Not attending CongressYou can still register to attend the Virtual Congress amp Expo

Member $225Non-Member $495

Event Code 19CONGRS Fees

All-Access Pass includes Congress registration and Virtual Congress registration Colleagues and Non-Members also receive a 1-year APA Membership

MEMBER $1900COLLEAGUE $2050NON-MEMBER $2120

Three-Day PassMEMBER $1590COLLEAGUE NANON-MEMBER $2025

Two-Day PassMEMBER $1060COLLEAGUE NANON-MEMBER $1350

One-Day PassMEMBER $530COLLEAGUE NANON-MEMBER $675

Guest Registration

Expo Cocktail ReceptionDinner and Party on May 16 $100 per guestGuest Name ____________________________ Guest Name ____________________________ $ _________

Registration Amount All-Access Pass One-Day Pass Two-Day Pass Three-Day Pass Days Attending ___________________

$ _________

Total Payment $ _________

37th Annual Congress ndash Registration Form Register and make housing reservations at wwwAPAcongresscom

Name Ms Mr _________________________________________________

Title _________________________________________________________________

Organization _________________________________________________________

Street Address ________________________________________________________

City __________________ StateProvince ________ Country _____________

Zip + 4-digitPostal Code ______________________________________________

Telephone ____________________________________________________________ (AreaCountry Code)

Fax __________________________________________________________________

(AreaCountry Code)

Email ________________________________________________________________ (For official APA communications registration confirmations Payroll Currently and PAYTECH-Digital)

Please indicate if you are CPA PA (For NASBA reporting purposes)

Global Payroll Management Institute Subscriber Yes No

Needed for New Member Enrollment Birth date ______ ______ ______

I am an APA MEMBER

Memberrsquos ID __________________________________________________ (Update your contact information at wwwAPAcongresscom)

I am a COLLEAGUE of an APA MEMBER (at the same street address)

Colleaguersquos ID ______________________________________________________

Memberrsquos Name ______________________________________________________

Memberrsquos ID _______________________________________________________

I am NOT an APA Member or Colleague

Special Dietary Request Vegetarian Gluten-Free Kosher Peanut Allergy

Dairy Allergy Halal Shellfish Allergy Vegan

I have read the additional info for onsite meal requests found on page 22

All Attendees Please Complete This SectionIn case of emergency contact

Name ________________________________________________________________

Relation to Attendee ___________________________________________________

Daytime Phone _______________________________________________________

Evening Phone________________________________________________________

I will be staying at this hotel ___________________________________________

For Office Use Only Date ________________ Order _________________ Batch _______________ Group ________________ Check _______________ CP _________________ Total $ ________________

Registrant Information

Consent to Use Your Photograph and Contact Info By registering for this program you are granting official conference photographers permission to photograph you and publish photos in APA publications social media and marketing materials In addition by attending or speaking at this conference you are granting APA permission to make your contact information available to our sponsors who may choose to market their products and services to you via email fax telephone mail or other means

Virtual Congress amp Expo Not attending Congress in Long Beach Register for Virtual Congress amp Expo at wwwamericanpayrollorgvirtual-congresshtml

E M T 9 VLast updated 040419

1

I agree to the cancellation policies found at wwwamericanpayrollorg

PURCHASE ORDER ____________________________________________________ (for government agenciesuniversities only)

Make CHECK payable and mail to American Payroll Association

co Customer Service660 North Main Avenue Suite 100

San Antonio TX 78205-1217

If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of the event

Payment Information

Order Form

Payment in US dollars must accompany registration formCurrency Converter wwwxecom

Three Enrollment Options Online Fax MailwwwAPAcongresscom (210) 224-6038 To address below I authorize the American Payroll Association to CHARGE my American Express Discover MasterCard Visa

Card is Corporate Personal

Card ____________________________________________________________

Exp Date ______________________________ CVV Code __________________

Name on credit card ________________________________________________

Signature of cardholder ______________________________________________

3

2

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 2: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

DAN MADDUXEXECUTIVE DIRECTORAMERICAN PAYROLL ASSOCIATION

Investing in yourself has one of the best returns for your career and

organization Whether you are looking to explore the future of payroll learn

a new skill or strengthen your current knowledge the American Payroll

Associationrsquos 37th Annual Congress May 14-18 in Long Beach California has

the resources to help you keep your edge

Our 4frac12 days of networking and more than 180 workshops are sure

to educate and impress as we delve into topics such as continuous

compliance changes outsourcing and globalization and managing process

improvements Our dynamic speakers and industry experts cover a wide

variety of topics to provide you with both breadth and depth of information

Plus yoursquoll have access to the latest products and services in the

industry courtesy of the worldrsquos largest payroll and AP expo Visit the NEW

Professional Development Lounge where yoursquoll have the opportunity to

talk with career coaches polish your social media profiles update your

professional headshot and much more

Wersquore positive that the 2019 Congress will keep you on the edge of your

technical knowledge and have you at the top of your game in no time

Sincerely

2 paycon

Agenda rsaquo 4

Keynotes rsaquo 6

Special Guest Speakers rsaquo 9

Expo rsaquo 10

Sponsors rsaquo 11

Highlights rsaquo 12

Education Tracks rsaquo 14

Workshops rsaquo 15

Entertainment rsaquo 19

Registration rsaquo 20

Important Congress Details rsaquo 22

Virtual Congress amp Expo rsaquo 23

SPECIAL THANKS to the APA Board of Advisors for their contribution to the 37th Annual Congress

Lori Brown CPP

Ginnette Clark CPP

Michelle Clawson CPP

Jennifer Cordes CPP

Abbey Moran CPP

Christine Ness CPP

Jon Schausten CPP

David Wakeling CPP

Tim Walstrum CPP

Welcome to your guide to the 37th Annual Congress This brochure will provide the highlights of Congress with the latest details provided at APAcongresscom

1 RegistrationRegister at wwwAPAcongresscom

2 Hotel ReservationsYour online hotel reservation must be received by the Housing Bureau no later than

April 18 2019 Rooms and group rates may not be available after this date

3 Workshop SelectionAfter 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 Customer Service at (210) 224-6406 M ndash F 8 am ndash 6 pm CT or email your questions to APA_Eventsamericanpayrollorg

Planning Your WeekTo complete your registration yoursquoll

need to complete the following online

3wwwAPAcongresscom

WELCOME REMARKS Dan Maddux Executive Director American Payroll Association John Raguz CPP Immediate Past President American Payroll Association Jodi Parsons CPP President American Payroll Association

KEYNOTE Simon T Bailey MA CSP CPAE ldquoReleasing Leadership Brilliancerdquo Sponsored by

WEDNESDAY MAY 15❯ 700 am ndash 600 pm RegistrationCheck-in❯ 800 am ndash 930 am Workshop Session 5❯ 945 am ndash 1115 am Workshop Session 6❯ 1130 am ndash 100 pm Luncheon

KEYNOTE Vicki Lawrence ldquoLife Is Much Too Serious to Be Taken Seriouslyrdquo

❯ 100 pm ndash 300 pm Professional Development Lounge

❯ 145 pm ndash 315 pm Workshop Session 7

❯ 315 pm ndash 630 pm Expo and Global Pavilion Grand Opening amp Cocktail Reception❯ 630 pm ndash 800 pm Chapter Exchange Reception and Awards

Sponsored by

145 pm ndash 315 pmWorkshop Session 7

315 pm ndash 630 pmExpo and Global PavilionGrand Opening amp Cocktail Reception

630 pm ndash 800 pmChapter Exchange Reception and Awards

Sponsored by

MONDAY MAY 13❯ 200 pm ndash 700 pm RegistrationCheck-in❯ 500 pm ndash 530 pm Orientation❯ 630 pm ndash 730 pm Tweet Up

TUESDAY MAY 14❯ 700 am ndash 600 pm RegistrationCheck-in❯ 800 am ndash 930 am Annual Business Meeting

Tuesday sessions sponsored by ❯ 800 am ndash 930 am Workshop Session 1❯ 945 am ndash 1115 am Workshop Session 2❯ 1115 am ndash 1245 pm Welcome Luncheon Sponsored by

❯ 100 pm ndash 130 pm Orientation❯ 100 pm ndash 200 pm Workshop Session 3❯ 200 pm ndash 400 pm Professional Development Lounge❯ 215 pm ndash 345 pm Workshop Session 4

❯ 400 pm ndash 500 pm Spouse and Guest Information Meeting❯ 415 pm ndash 600 pm Opening General Session

All times are Pacific Daylight Time (PDT)

4 paycon

THURSDAY MAY 16❯ 700 am ndash 1200 pm RegistrationCheck-in

❯ 800 am ndash 930 am Workshop Session 8

❯ 800 am ndash 1000 am Professional Development Lounge

❯ 1000 am ndash 1145 am General Session

INTRODUCTORY REMARKS Dan Maddux Executive Director American Payroll Association

SPECIAL PRESENTATION Say What Communicating Around the World Jason Low CPS Head of TAPS The Association for Payroll Specialists Tim Kelsey MCIPP AIPA Owner Kelsey Payroll Services

KEYNOTE Vivek Wadhwa ldquoAdvancing Technologies and Trillion-dollar Opportunitiesrdquo

Sponsored by

❯ 1145 am ndash 230 pm Expo and Global Pavilion Open

❯ 1145 am ndash 1245 pm Expo and Global Pavilion Networking Lunch

Sponsored by

❯ 215 pm ndash 345 pm Workshop Session 9❯ 400 pm ndash 530 pm Workshop Session 10

❯ 500 pm ndash 730 pm Expo and Global Pavilion Cocktail Reception and Dinner

❯ 630 pm ndash 730 pm Costume Contest and Exhibitor Prize Drawing

❯ 730 pm ndash 1130 pm PAY on the Edge PLAY on the Edge Party

Sponsored by

FRIDAY MAY 17❯ 700 am ndash 1200 pm RegistrationCheck-in

❯ 800 am ndash 930 am Federal Government Executive General Session

❯ 930 am ndash 1100 am Expo and Global Pavilion Open

❯ 1100 am ndash 1230 pm Workshop Session 11

❯ 1245 pm ndash 215 pm Awards Luncheon

Sponsored by

GUEST SPEAKERS Carolyn Huse CPP 2018 Payroll Woman of the Year Gary Lynch CPP 2018 Payroll Man of the Year

❯ 200 pm ndash 400 pm Professional Development Lounge

❯ 230 pm ndash 400 pm Workshop Session 12

❯ 415 pm ndash 545 pm Closing General Session

KEYNOTE Jepound Civillico ldquoThe Power of the Pivotrdquo

Sponsored by

SATURDAY MAY 18❯ 800 am ndash 930 am Workshop Session 13

❯ 945 am ndash 1115 am Workshop Session 14

5wwwAPAcongresscom

Have You Heard About The Movement

6

ldquoReleasing Leadership BrilliancerdquoWhile organizations today face many challenges the greatest challenge is tapping into the talents of employees so they become ldquoassets with facetsrdquo To contribute to the success of your clients your partners within the organization and your team you must first know how to bring out the best in yourself Best-selling author and renowned teacher Simon T Bailey will explain that team members who are self-motivated productive and engaged in their work are not only able to bring out personal brilliance but are able to bring out the brilliance in others as well Operating in their ldquoBrilliant Zonerdquo they release brilliance in their teams and reach out to the brilliance in their organizational partners bringing about higher levels of performance

FOS Personal Development10 CPE credit10 RCH

SIMON T BAILEY MA CSP CPAETUESDAY OPENING GENERAL SESSION

Sponsored by

Sponsored by

paycon

JEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICODirect from his show on the Las Vegas Strip entertainer and comedian Jeff Civillico is headed to Congress in Long Beach Jeffrsquos crazy antics and talents will entertain you all week with games designed to keep you on the edge achieve maximum audience interaction and produce loads of laughter

CONGRESS ENTERTAINMENT amp INFOTAINMENT

ldquoLife Is Much Too Serious to Be Taken SeriouslyrdquoIn this funny and poignant presentation singer and actress Vicki Lawrence shares the story of her life a story of fun and comedy that includes how she met Carol Burnett how Mama came to be and how she ldquobecame a natural redheadrdquo Vicki will discuss the challenges and rewards of being a working mom as well as a more difficult time in her life when her talk show was canceled and she battled with depression With the belief that laughter is the best medicine Vicki will share how she overcame these challenges with her personal mantra ldquoLife is much too serious to be taken seriouslyrdquo

Not eligible for CPE credits or RCHs

VICKI LAWRENCEWEDNESDAY LUNCHEON

JEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOldquoThe Power of the PivotrdquoWhen yoursquore faced with an obstacle at home or at work what do you do Do you allow that challenge to drain your energy or do you keep moving forward and pivot through the challenge to emerge stronger Personal and professional development can seem daunting We assume massive amounts of life-changing action is required to improve ourselves and our jobs More often than not whatrsquos required is actually a series of pivots Pivots are small changes that are made while staying grounded to who we are Jeff will share how he pivoted his way from performing juggling shows in his kitchen after dinner as a child to having a successful career in the cutthroat entertainment industry with his own award-winning headline show in Las Vegas multiple TV projects and a national nonprofit

FOS Personal Development10 CPE credit10 RCH

FRIDAY CLOSING GENERAL SESSION

7wwwAPAcongresscom

Sponsored by

8 paycon

ldquoConvergence Disruption and Opportunity How Existing Industries Will Be Disrupted and New Trillion-dollar Industries Will EmergerdquoIn the next five to ten years this will affect practically every industry Very few companies on todays Fortune 500 list will be on that list by the early 2020s They will go the way of Blockbuster Kodak RIM Compaq and Nokia This is not all bad news because disruption creates opportunities New industries will emerge and companies that lead the change will have the trillion-dollar market capitalizations

FOS Information Technology10 CPE credit10 RCH

Vivek Wadhwa is a Distinguished Fellow at Harvard Law School and Carnegie Mellon Universitys College of Engineering at Silicon Valley and has held appointments at Duke University Stanford Law School Emory University and Singularity University He has been featured in thousands of articles in publications worldwide including The Wall Street Journal The Economist Forbes The Washington Post The New York Times US News amp World Report and Science Magazine and has made many appearances on US and international TV stations including CBS60 Minutes PBS CNN ABC NBC CNBC and the BBC Based in Silicon Valley Professor Wadhwa researches exponentially advancing technologies that are soon going to change our world

VIVEK WADHWATHURSDAY GENERAL SESSION

Academic Author and Entrepreneur

Cant stay for the whole weekSign up for a single day pass and join us for any of the four days that is most convenient for you See page 20 for details

Have You Heard About The Movement

Sponsored by

9

Gary Lynch CPP 2018 Payroll Man of the Year

Jason Low CPS Head of TAPS The Association of Payroll Specialists

Jodi Parsons CPPPresidentAmerican Payroll Association

John Raguz CPPImmediate Past PresidentAmerican Payroll Association

Carolyn Huse CPP 2018 Payroll Woman of the Year

Tim Kelsey MCIPP AIPA OwnerKelsey Payroll Services

wwwAPAcongresscom

As we progress toward the future communication across cultural lines will become everyday reality Jason Low CPS and Tim Kelsey MCIPP AIPA will share their first-hand experiences with linguistic and behavioral styles to highlight daily interactions you may face as you communicate with people from different cultures By understanding these formalities youll be prepared for successful intercultural communication and collaboration

Say What Communicating Around the WorldTHURSDAYS SPECIAL PRESENTATION

10

Accountemps and Robert Half Finance amp AccountingADP LLCAllpoint NetworkAMGtimeAOA MedicalAPA Solutions CenterBloomberg TaxBlue Marble Global PayrollBranchBrinks MoneyBusiness Software IncCanadian Payroll Association TheCeridianChetu IncCIC Plus IncCMI Time Management ComdataD2Xchange LLCDailyPay Inc

DMA - DuCharme McMillen amp Associates IncEmptechEquifax Workforce SolutionsFBAFBG HoldingsFMP GlobalGreenshades SoftwareGrosvenor Technology LLCGT Global TrackerHampR BlockHigh Line CorporationHIREtechHuman Resource Executive (HRE)Huntington Business Systems InciiPayImmedisInsurePayIOIPayiSolved

JAT SoftwareJobingcomKronos IncorporatedLTtax IncMasterTax LLCMillennium Trust CompanyMoney Network A First Data CompanyNeeyamo IncNetSpend CorporationNGA Human ResourcesNOVAtime Technology IncOffice of Child Support EnforcementOneSource VirtualPaychex IncPayTrainregHolmes CorporationPS Web Solutionsrapid PayCardReplicon Inc

Safeguard GlobalSALT Payroll ConsultantsSociety for Human Resource ManagementSOLE FinancialSumTotal Systems LLCSymmetry SoftwareThomas amp CompanyTimeClock PlusTIMECOUS BankuConfirmUltimate SoftwareUSCIS - Verification DivisionVeriSafe JobsVillanova UniversityWD PensionmarkWise Consulting Associates IncWorkday IncWorkForce Software

2019 Congress Exhibitors

WEDNESDAY MAY 15Expo and Global Pavilion Grand Opening and Cocktail Reception 315 pm ndash 630 pm

THURSDAY MAY 16Expo and Global Pavilion Open1145 am ndash 730 pm

SPECIAL EVENTS Networking Lunch 1145 am ndash 1245 pm

Cocktail ReceptionDinner 500 pm ndash 730 pm

Costume Contest Exhibitor Prize Drawings 630 pm ndash 730 pm

FRIDAY MAY 17Expo and Global Pavilion Open930 am ndash 1100 am

SPECIAL EVENTS Exhibitor Prize Drawings 1030 am ndash 1100 am

WELCOME to the Worldrsquos Largest Payroll Expo

As of press timepaycon

As one of Congressrsquo most anticipated features the Expo is the center of the Congress hub Over 100 exhibitors come together here to share information and connect with the payroll professional community Home to the Global Payroll Pavilion and the Technology Solutions Stage the Expo is the place to be to learn about cutting-edge technologies tools resources and trends affecting the payroll industry

11

Gold Level

SilverLevel

Platinum Level

Diamond Level

Sapphire Level

As of press time

wwwAPAcongresscom

Have You Heard About The Movement

NetworkingCongress OrientationAttending for the first time Give the Congress Orientation Session top priority Presented by Congress veterans yoursquoll get important information plus valuable tips on making the most out of your Congress experience Plan to attend one of two sessions offered on Monday May 13 500 pm ndash 530 pm or Tuesday May 14 100 pm ndash 130 pm

Chapter Exchange ReceptionJoin other payroll professionals from over 120 active APA chapters across the country at this annual networking event APArsquos Board of Advisors will also be on hand to meet you at this highly anticipated event on Wednesday May 15 630 pm ndash 800 pm

Sponsored by

Chapter PictorialsVideo monitors throughout the convention center will showcase all of the creative and colorful local chapter pictorial presentations that were entered in the 2019 Chapter Pictorial Contest Each unique photo montage slide show reflects the activities and events APArsquos individual chapters participated in throughout 2018

Social Media CongressExpand your network and meet social media enthusiasts at the Congress Tweet Up Monday May 13 630 pm ndash 730 pm Need some social media training Stop by the Tweet Up or meet up at the APA booth during the Expo Cocktail Receptions on Wednesday and Thursday to learn how to expand your online network Be sure to use paycon on your social media posts

Events Annual Business MeetingHeld on Tuesday May 14 800 am ndash 930 am the American Payroll Associationrsquos Annual Business Meeting is open to all association members

Awards CeremoniesMembers are the lifeblood of the APA The success of the association and the advancement of the payroll profession are not possible without the efforts of our volunteers APA will honor these exceptional achievers in special awards ceremonies throughout the week

Chapter AwardsThe Chapter Contest Awards will be announced during the Chapter Exchange Reception on Wednesday May 15 630 pm ndash 800 pm Be there to hear about all of the chaptersrsquo success and hard work and see who will win the coveted Chapter of the Year Award Letrsquos celebrate all of the 2018 chapter accomplishments

Be an MVPPut your competitive spirit into high gear at this yearrsquos costume contest Deck yourself out as a favorite icon from the world of competitions Whether yoursquore inspiring or wacky your creative costume will be one for the books Plan your costume as an individual duo or group for one of the following categories

❯ All-Star Athlete

❯ Most Memorable Reality TV Show Competitor

❯ Ultimate Record Breaker

❯ Cheer Champion

Judging will take place during the Expo Cocktail Reception and Dinner on Thursday May 16 at 630 pm

Resources New WorkshopsThis year weve included more new workshops than ever before Over 50 new titles have been integrated into the educational lineup Look for the rsaquo icon next to the titles on pages 15-18

12 paycon

Federal Government Executive General SessionHear from key players in the current administration at this yearrsquos Federal Government Executive General Session on Friday May 17 at 800 am You wonrsquot want to miss this discussion of the issues that impact payroll management and how they are working to implement change

Leadership Excellence Series Shirley Davis PhD CSP SPHR SHRM-SCP

Join Dr Shirley Davis for the popular Leadership Excellence Series of workshops where yoursquoll explore such topics as ldquoThe Power of Your Personal Brandrdquo ldquoInclusive Leadershiprdquo ldquoStrategies for Leading a Culture Transformation in Your Organizationrdquo and ldquoBuilding Beneficial Business

Relationshipsrdquo Attend two double sessions when you choose this track and earn 6 RCHs and a Certificate of Completion

Worlds Largest Payroll ExpoWherersquos the best place to learn about the latest in payroll products technologies and tools The Expo Be there on Wednesday May 15 for the Grand Opening and Cocktail Reception See page 10 for a schedule of other Expo events

Global Payroll Management ForumThe Global Payroll Management Institutersquos 4th Annual Global Payroll Management Forum is provided in tandem with APArsquos 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 worldrsquos largest payroll Expo including a Global Pavilion of payroll service providers and solutions Go to GPMInstitutecom for more information

Congress AppDownload the free Congress 2019 app to view the latest schedule look up details on speakers and sessions search for Expo information message other attendees and much more

Sponsored by

Congress TodayCongress Today is the award-winning printed magazine and blog combo that provides timely news stories on conference events and photo coverage to enhance your Annual Congress experience Use this important onsite resource ndash both in print and online at CongressTodayorg ndash for your Congress news and highlights

Sponsored by

Spouse and Guest Information MeetingAll guests of registered participants are invited to a special spouse and guest program on Tuesday May 14 400 pm ndash 500 pm To help guests make the most of their stay in the Long Beach area representatives from local attractions will share highlights from some of the cityrsquos most popular sites

Earn up to 255 CPE CreditsCPAs can earn up to 255 CPE credits for attending each applicable General Session and workshop sessions

Recertification Credit HoursFPC and CPP designation holders can earn up to 255 RCHs for attending this conference and up to an additional 15 RCHs for attending Virtual Congress Virtual Congress is included with your All-Access Congress registration See page 23 for additional details

Professional Development LoungeMeet the newest addition to APAs Congress resources the Professional Development Lounge Focusing on both personal and professional development to the extreme this designated area features career experts on hand to show you how to enhance your resume and social media presence You can also meet with an APA staffer to update your member profile Stop by to enjoy beverages and snacks from Bogartrsquos Concession Stand and networking with colleagues while gaining some valuable professional insight For more information on the Professional Development Lounge go to apacongresscom

Congress RegistrationAll Congress attendees who purchase an All-Access Pass will also receive a Virtual Congress registration NEW for 2019 ndashColleagues and Non-Members purchasing an All-Access Pass will receive a Virtual Congress registration AND a 1-year APA membership

13wwwAPAcongresscom

NEW

THOUGHT LEADERSHIP Significant return on investment and overcoming industry challenges with specific product solutions is the focus of the Thought Leadership track These educational sessions showcase how organizations implemented specific solutions that positively impacted their bottom line

PAYROLL PROCESSINGThis essential track presents topics critical to the efficient operation of the payroll process Subjects range from internal controls to electronic payment methods and reconciliations

PAYROLL COMPLIANCE TOOLSIs your goal to have a penalty-free payroll In this track you will learn how to identify compliance issues and resolve them before your organization is subject to penalties

WAGE PAYMENTS AND DEDUCTIONSThis track presents topics critical to ensuring that employees are paid accurately Subjects range from regular rate of pay and handling overpayments to child support and other mandatory deductions

US TAXATION AND FORMSThis track presents topics essential to the understanding of US payroll taxation and reporting compliance Subjects range from third-party sick pay to multi-state taxation

GOVERNMENT AFFAIRSThis track is for professionals involved in maintaining compliance These sessions provide a thorough review of legislative and regulatory updates explore the expansion of electronic forms filing and reporting and include the latest from the IRS SSA DOL and other government agencies

INDUSTRY SPECIFIC FORUMSAre you in a special industry or have a special interest These forums discuss the hot topics and the unique issues of special interest to practitioners in a variety of trades and industries

BENEFITS AND COMPENSATIONThis track is for professionals looking for best practices and trends in the field of benefits and compensation including the latest on fringe benefits stock options cafeteria plans and nonqualified deferred compensation plans

14

Education Tracks oer 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

EXECUTIVEThis 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

GLOBAL FORUMS These forums explore a wide spectrum of payroll taxation and related issues from a global perspective Topics include paying nonresident aliens foreign nationals and expatriates international employee data privacy and global risk management

GLOBAL PAYROLL COUNTRY-BY-COUNTRY Is your organization expanding globally In this track you will learn the wage and hour and taxation requirements of selected countries

EXPATRIATE PAYROLLSAre you paying US citizens or resident aliens working outside of the United States This track will provide you the information to ensure you are taxing and reporting wages and fringe benefits correctly You will learn when to withhold and report income social security and Medicare taxes

ACCOUNTS PAYABLEThis is the essential track for accounts payable professionals and anyone who interfaces with AP These sessions cover processes and practices critical to a successful accounts payable operation Topics include Forms 1099-MISC and W-9 as well as internal controls automation and technology

TECHNOLOGYThis track is designed for IT HRIS and payroll professionals and those who interact with them These sessions cover the latest technology such as paycards electronic forms and self-service Internet portals as well as information security and emerging technology trends

ORGANIZATION AND PERSONAL MANAGEMENTFor anyone seeking insights and perspective on a range of timely issues This track offers vast options for enhancing your interpersonal skill set furthering your professional development expanding your leadership potential and advancing your career

LEADERSHIP EXCELLENCE SERIESA premier professional development track for all leaders and those who aspire to become leaders By attending all of the workshops in this track you will earn a Certificate of Completion

APA TOOLSAre you looking to get involved with the APA gain knowledge about our tools and resources or preparing to become certified Workshops in this track will offer a variety of sessions covering volunteering eLearning eBooks and certification

paycon

Have You Heard About The Movement

15

Payroll Processing

rsaquo How to Establish a Shared Services Center

rsaquo How to Reconcile and Reassure Your Executivesrsquo Total Pay

bull IRSSSA Reconciliations What You Donrsquot Know Can Hurt You

bull Mergers and Acquisitions Advanced

bull Payroll Accounting How Important Is It

rsaquo Payroll Processing In-House or Outsourced How to Determine What Model Is Right for Your Organization

bull Perform a Root Cause Payroll Analysis Take Your Payroll Department to the Next Level

bull The Infamous Rules Behind Direct Deposit and Same-Day ACH

bull Compliance Research How to Find Answers and Communicate to Management

bull Keep It All Together Keep It All Straight Payroll Record Keeping Requirements

bull Secrets of a Successful Year-end

bull The 10 Most Common Payroll Pitfalls

bull The Basics of Payroll Reconciliations

bull California Payroll Panel Discussion of CA Experts Addressing Updates Issues and Your Questions

bull e-IWO The Journey to Paperless Child Support Orders and More Begins Here

bull Garnishments Levies Student Loans and More

rsaquo How the Daily Pay Movement Will Impact Payroll As We Know it

bull Managing Termination Pay

bull Overpayments What Can We Do

rsaquo Overtime Under FLSA Regular Pay vs Regular Rate of Pay ndash Are You Calculating Correctly

bull Telecommuting Wage and HourTaxation Issues

Payroll Compliance Tools

Wage Payments and Deductions

bull The Nuts and Bolts of Child Support

bull Understanding Calculations From Basic to Complex

rsaquo Wage and Hour Rules ndash Federal State and Local Requirements

bull Wages Owed to Deceased Employees

bull White Collar Exemptions Under the FLSA

rsaquo A Day in the Life of a Payroll Professional Dealing With Complex Union Payrolls

rsaquo A Post-Tax Reform Overview of State Tax Withholding Changes

bull An Introduction to Multi-State Taxation

rsaquo Avoiding IRS Penalties the Successful Way

rsaquo Combating Fraudulent Authorizations

bull Controlling Employer Factors to Keep SUI Rates Low

bull Correcting the W-2 Form W-2c to 941-X and More

rsaquo How Employer Reporting Requirements are Expanding Current Legislative and Regulatory Trends

bull Introduction to Stock and Stock Option Plans

bull Local Income Tax in Indiana and Ohio

bull Local Income Tax in Pennsylvania

rsaquo Nexus How It Impacts Your Payroll

rsaquo Putting Smart Intelligence to Work for You

rsaquo Tax Notice Compliance ndash Taming the Tax Notice Tiger

rsaquo What Does the 2020 Form W-4 Mean to Payroll and Employees

bull When Does a Visa Impact Withholding

US Taxation and Forms

Visit APAcongresscom for complete workshop descriptions and the weeks schedule Over 50 new workshops (indicated by the rsaquo symbol) have been added this year

wwwAPAcongresscom

16

rsaquo Fair Scheduling Laws Ease the Burden on Payroll

bull Nonqualified Deferred Compensation Plans Advanced

bull Nonqualified Deferred Compensation Plans Basic

bull Paid Sick Leave From Perk to Mandate

rsaquo Payroll and 401(k) ndash Outsourcing Simplify and Protect

bull State and Local Taxation of Stock Options and Other Equity-Based Awards

bull Stock Options and Equity Compensation Plans Advanced

bull Taxable and Nontaxable Fringe Benefits Part 1

bull Taxable and Nontaxable Fringe Benefits Part 2

bull Advanced Career-Building Speaking Skills

rsaquo Building a Successful Business Case to Invest in You

bull Business Continuity Planning Itrsquos Not Just Disaster Recovery Anymore

bull Change Management Strategies to Ensure Successful Projects

bull Executive Compensation Audits What Is the IRS Looking At

bull How to Use Lean Tools to Eliminate Waste in Payroll Operations

bull HRPayrollTime Metrics Turning Data Into Meaningful Information

bull Innovative Best Practices of Prism Award Winners

bull Managing Vendor Partnerships Worldwide

bull Payroll Strategies for Success

rsaquo Process Improvement Through Problem Solving An Eight-Step Process

bull Quality Enhancements for Payroll

bull Six Sigma and Lean Practices Promote Success on Your Payroll Journey

rsaquo The Psychology of Change Management More Than Simply Communicating the Change

bull DOL Investigation How Would You Stack Up

bull Forum on Federal Payroll Issues Part 1

bull Forum on Federal Payroll Issues Part 2

bull Legislative Outlook and APA Lobbying 1

bull Legislative Outlook and APA Lobbying 2

bull State and Local Payroll Key Developments and Research Tools

bull Therapy 101 Form I-9 and E-Verify

bull Top 10 Things You Need to Know About Employment Tax

bull Using the Internet for Federal State and Local Payroll Research

bull Whats Old and New at SSA

rsaquo Agricultural Payroll Issues Challenges and Best Practices

bull Challenges of Health Care Industry Payroll

rsaquo Change Management for Shared Service Environments

bull FLSA Issues in the Government Sector

rsaquo Government Sector Best Practices ndash Fringe Benefits Time amp Attendance 457b and 403b Plans

bull How Payroll Service Providers Interact and Partner With the IRS

bull Manufacturing Industry Roundtable

bull Payroll for Higher Education Institutions

bull Payroll in the Hospitality Industry

bull The One-Person Payroll Department

rsaquo Tips and Tricks for Selecting Payroll Service Vendors and Systems

Executive

Benefits and Compensation

Industry Specific Forums

Government Aairs

paycon

17

Global Forumsbull Business Traveler Considerations for Payroll and

Corporate Tax Departments

bull Can You Asup2ord the Global Payroll Compliance Risk

rsaquo Esup2ectively Capturing Reporting and Reconciling Equity Income Globally

rsaquo GDPR ndash Next Steps Audits and Process

rsaquo Global Money Moving Mania

bull Global Strategic Alignment for HR and Payroll Professionals

rsaquo Inclusion and Diversity (IampD) The Natural Synergies Between IampD Initiatives and Global Mobility

bull Insights on Brexit

bull Introduction to US Nonresident Alien Tax Withholding

bull Nonresident Alien Taxation and Withholding for J-1 Exchange Visitors and F-1 Students

bull Payroll Edge Global Payroll Project Management

rsaquo Standardizing Global Payroll Processes

bull The State of Global Payroll Facts Fears and the Future for Your Organization

bull Understanding Tax Treaty Benefits and Limitations

bull Winning Globally Discovery Strategy Governance Part 1

bull Winning Globally Selecting a Payroll Delivery Model for Your Organization Part 2

bull Canadian Payrolls Nontaxation Issues

bull Canadian Payrolls Taxation Issues

bull Paying in the UK

bull Payroll in Australia

rsaquo Payroll in Brazil

rsaquo Payroll in China and Hong Kong

bull Payroll in France

rsaquo Payroll in Malaysia and Singapore

rsaquo Payroll in Mexico

bull Payroll in South Africa

rsaquo Payroll in Sweden and Norway

Expatriate Payrolls

rsaquo Esup2ectively Operating Shadow Payrolls

bull Expatriate Payroll 101 Everything You Need to Know to Get Started

bull Expatriate Payrolls Advanced

bull Understanding the Tax Equalization and Tax Protection Process

bull AP Accounting and Month-End Accruals

bull AP Internal Control and Auditing Techniques

bull Form 1099-MISC Reporting Federal and State Requirements

bull PayrollAP Best Practices What Does This Really Mean

bull Unclaimed Property Reporting What You Need to Know

bull Understanding Payments to Foreign Workers

bull Worker Classification Issues

rsaquo Blockchain Mobile Payments and the Future of Payroll Administration

rsaquo Cybersecurity Into the Breach

rsaquo DigihellipWhat How to Prepare and Implement a Digitalization Strategy

rsaquo Is HCM Integration for You

rsaquo Moving Payroll to the Cloud Whats Next (v 20)

rsaquo New System Implementation Checklist and Best Practices

bull Paperless Pay Compliance in 50 States

bull Payroll Card Program Best Practices

bull Payroll Fraud Detect Deter Defend

bull Preparing and Analyzing Requests for Proposal

bull Future Trends in Time and Attendance

bull Top 10 Cybersecurity Concerns That Businesses Always Ask About

bull What Every Payroll Professional Needs to Know About Emerging Payroll Technologies

Global Payroll Country by Country

wwwAPAcongresscom

Accounts Payable

Technology

Thought Leadership

rsaquo Building Strong Careers Using SMART Goals

bull Canrsquot Get That Project Completed Get an Intern

bull Developing a Cohesive Team

bull Documenting Your Procedures and Processes

bull Emotional Intelligence

rsaquo Ethics in Payroll

bull Exceptional Customer Service for Payroll Professionals

rsaquo How to Gain Power at Work When You Have None

rsaquo How to Successfully Manage a Payroll of Any Size

bull How to Turn a Payroll Disaster Into a Payroll Win

rsaquo Implementing a New Tool Start With Best Practices

rsaquo Leading During Crisis Workplace Violence

bull Letrsquos Talk Giving Feedback

bull Mentoring and Making It Work for Everyone

bull Metrics How to Begin to Tell Your Story

rsaquo Millennial Leadership

bull Myths Misconceptions and Untruths of Payroll

bull Organizational Culture The Make-or-Break Factor in Hiring and Retention

bull Payroll Best Practices Recap

bull Payroll Consulting as a Career Is It Right for Me

bull Process Mapping Driving Process Improvement

bull Selling Yourself and Your Ideas

bull Stand Up Speak Out Career Success

rsaquo Strategies for Getting a Seat at the Table and Making It Count

bull The Edge of Communication

rsaquo The Importance of Esup2ective Listening

bull The Perfect Partnership Payroll and Human Resources

bull Tips for Project Management

rsaquo Who Wants to Be a Millionaire

bull You Have Reached Your Peak Now What

Organization and Personal Management

18 paycon As of press time

bull Hotline Referral Committee Meeting

bull Make a Disup2erence Through Volunteer Committees

bull Payroll Source Plus Demonstration and QampA

bull PayTrainreg Payroll Training at Your Command

rsaquo Power Up Your Chapter to Increase Member Participation

bull Prepare Yourself for the FPC and CPP Exams

bull Social Media Best Practices for Payroll Professionals

bull Talent Management Through Payroll Assessments

rsaquo Writing Questions for the FPC and CPP Exams

bull How the Daily Pay Movement Will Impact Payroll as We Know It

rsaquo How to Break Up With Excel (But Stay Friends)

bull Introducing the 2019 Deloitte Payroll Benchmarking Survey

bull Leveraging Todays Technology for Payroll Operations

rsaquo Payroll at the Heart of Finance and HR

bull Payroll Change Management A Step-by-Step Guide

rsaquo Why Speed Accuracy and Choice Matter in Payroll Payments for the Young Workforce

Double Sessionrsaquo The Power of Your Personal Brand

rsaquo Inclusive Leadership ndash New Mindsets Models and Required Competencies for Workforce 2030

Double Sessionrsaquo Strategies for Leading a Culture Transformation in Your Organization

rsaquo Building Beneficial Business Relationships

Leadership Excellence Series

APA Tools

Sponsored by

THURSDAY MAY 16 | 730 PM ndash 1130 PM

After paying on the edge join us for an evening of playing on the edge

at this yearrsquos after-hours event Get competitive with your colleagues

and prove that you are the Most Valuable Payer Participate in exciting

activities that will test your skills or join DJ Shai on the dance floor

either way there is something for everyone to celebrate their own

unique competitive edge

Check out the costume categories at APACongresscom or on page 12

19wwwAPAcongresscom

Your Congress registration includes a 1-year APA Membership

(for Colleagues and Non-Members)

Additional Item Available for Purchase Expo Cocktail ReceptionDinner and Party Thursday May 16 $100 per guest (Must be 21 or older to attend)

For Registration Questions Call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT or Email APAamericanpayrollorg

Register Online wwwAPAcongresscom

Register today at wwwamericanpayrollorgvirtual-congresshtml

Enjoy your NEW APA Membership with your Congress registration

RESOURCESIndustry publications and breaking payroll news and updates

EDUCATIONMember discounts on all payroll training classes conferences webinars web-based programs online training and all APA publications

SUPPORTNetworking with over 20000 members through local chapters special events and social networking communities

ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS

ALL-ACCESS PASS(5 Days + Virtual Congress)

$530$1060$1590MEMBER $1900

NANANACOLLEAGUE $2050

$675$1350$2025NON-MEMBER $2120

20 paycon

Not attending CongressYou can still register to attend the Virtual Congress amp Expo

Member $225Non-Member $495

Event Code 19CONGRS Fees

All-Access Pass includes Congress registration and Virtual Congress registration Colleagues and Non-Members also receive a 1-year APA Membership

MEMBER $1900COLLEAGUE $2050NON-MEMBER $2120

Three-Day PassMEMBER $1590COLLEAGUE NANON-MEMBER $2025

Two-Day PassMEMBER $1060COLLEAGUE NANON-MEMBER $1350

One-Day PassMEMBER $530COLLEAGUE NANON-MEMBER $675

Guest Registration

Expo Cocktail ReceptionDinner and Party on May 16 $100 per guestGuest Name ____________________________ Guest Name ____________________________ $ _________

Registration Amount All-Access Pass One-Day Pass Two-Day Pass Three-Day Pass Days Attending ___________________

$ _________

Total Payment $ _________

37th Annual Congress ndash Registration Form Register and make housing reservations at wwwAPAcongresscom

Name Ms Mr _________________________________________________

Title _________________________________________________________________

Organization _________________________________________________________

Street Address ________________________________________________________

City __________________ StateProvince ________ Country _____________

Zip + 4-digitPostal Code ______________________________________________

Telephone ____________________________________________________________ (AreaCountry Code)

Fax __________________________________________________________________

(AreaCountry Code)

Email ________________________________________________________________ (For official APA communications registration confirmations Payroll Currently and PAYTECH-Digital)

Please indicate if you are CPA PA (For NASBA reporting purposes)

Global Payroll Management Institute Subscriber Yes No

Needed for New Member Enrollment Birth date ______ ______ ______

I am an APA MEMBER

Memberrsquos ID __________________________________________________ (Update your contact information at wwwAPAcongresscom)

I am a COLLEAGUE of an APA MEMBER (at the same street address)

Colleaguersquos ID ______________________________________________________

Memberrsquos Name ______________________________________________________

Memberrsquos ID _______________________________________________________

I am NOT an APA Member or Colleague

Special Dietary Request Vegetarian Gluten-Free Kosher Peanut Allergy

Dairy Allergy Halal Shellfish Allergy Vegan

I have read the additional info for onsite meal requests found on page 22

All Attendees Please Complete This SectionIn case of emergency contact

Name ________________________________________________________________

Relation to Attendee ___________________________________________________

Daytime Phone _______________________________________________________

Evening Phone________________________________________________________

I will be staying at this hotel ___________________________________________

For Office Use Only Date ________________ Order _________________ Batch _______________ Group ________________ Check _______________ CP _________________ Total $ ________________

Registrant Information

Consent to Use Your Photograph and Contact Info By registering for this program you are granting official conference photographers permission to photograph you and publish photos in APA publications social media and marketing materials In addition by attending or speaking at this conference you are granting APA permission to make your contact information available to our sponsors who may choose to market their products and services to you via email fax telephone mail or other means

Virtual Congress amp Expo Not attending Congress in Long Beach Register for Virtual Congress amp Expo at wwwamericanpayrollorgvirtual-congresshtml

E M T 9 VLast updated 040419

1

I agree to the cancellation policies found at wwwamericanpayrollorg

PURCHASE ORDER ____________________________________________________ (for government agenciesuniversities only)

Make CHECK payable and mail to American Payroll Association

co Customer Service660 North Main Avenue Suite 100

San Antonio TX 78205-1217

If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of the event

Payment Information

Order Form

Payment in US dollars must accompany registration formCurrency Converter wwwxecom

Three Enrollment Options Online Fax MailwwwAPAcongresscom (210) 224-6038 To address below I authorize the American Payroll Association to CHARGE my American Express Discover MasterCard Visa

Card is Corporate Personal

Card ____________________________________________________________

Exp Date ______________________________ CVV Code __________________

Name on credit card ________________________________________________

Signature of cardholder ______________________________________________

3

2

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 3: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

Agenda rsaquo 4

Keynotes rsaquo 6

Special Guest Speakers rsaquo 9

Expo rsaquo 10

Sponsors rsaquo 11

Highlights rsaquo 12

Education Tracks rsaquo 14

Workshops rsaquo 15

Entertainment rsaquo 19

Registration rsaquo 20

Important Congress Details rsaquo 22

Virtual Congress amp Expo rsaquo 23

SPECIAL THANKS to the APA Board of Advisors for their contribution to the 37th Annual Congress

Lori Brown CPP

Ginnette Clark CPP

Michelle Clawson CPP

Jennifer Cordes CPP

Abbey Moran CPP

Christine Ness CPP

Jon Schausten CPP

David Wakeling CPP

Tim Walstrum CPP

Welcome to your guide to the 37th Annual Congress This brochure will provide the highlights of Congress with the latest details provided at APAcongresscom

1 RegistrationRegister at wwwAPAcongresscom

2 Hotel ReservationsYour online hotel reservation must be received by the Housing Bureau no later than

April 18 2019 Rooms and group rates may not be available after this date

3 Workshop SelectionAfter 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 Customer Service at (210) 224-6406 M ndash F 8 am ndash 6 pm CT or email your questions to APA_Eventsamericanpayrollorg

Planning Your WeekTo complete your registration yoursquoll

need to complete the following online

3wwwAPAcongresscom

WELCOME REMARKS Dan Maddux Executive Director American Payroll Association John Raguz CPP Immediate Past President American Payroll Association Jodi Parsons CPP President American Payroll Association

KEYNOTE Simon T Bailey MA CSP CPAE ldquoReleasing Leadership Brilliancerdquo Sponsored by

WEDNESDAY MAY 15❯ 700 am ndash 600 pm RegistrationCheck-in❯ 800 am ndash 930 am Workshop Session 5❯ 945 am ndash 1115 am Workshop Session 6❯ 1130 am ndash 100 pm Luncheon

KEYNOTE Vicki Lawrence ldquoLife Is Much Too Serious to Be Taken Seriouslyrdquo

❯ 100 pm ndash 300 pm Professional Development Lounge

❯ 145 pm ndash 315 pm Workshop Session 7

❯ 315 pm ndash 630 pm Expo and Global Pavilion Grand Opening amp Cocktail Reception❯ 630 pm ndash 800 pm Chapter Exchange Reception and Awards

Sponsored by

145 pm ndash 315 pmWorkshop Session 7

315 pm ndash 630 pmExpo and Global PavilionGrand Opening amp Cocktail Reception

630 pm ndash 800 pmChapter Exchange Reception and Awards

Sponsored by

MONDAY MAY 13❯ 200 pm ndash 700 pm RegistrationCheck-in❯ 500 pm ndash 530 pm Orientation❯ 630 pm ndash 730 pm Tweet Up

TUESDAY MAY 14❯ 700 am ndash 600 pm RegistrationCheck-in❯ 800 am ndash 930 am Annual Business Meeting

Tuesday sessions sponsored by ❯ 800 am ndash 930 am Workshop Session 1❯ 945 am ndash 1115 am Workshop Session 2❯ 1115 am ndash 1245 pm Welcome Luncheon Sponsored by

❯ 100 pm ndash 130 pm Orientation❯ 100 pm ndash 200 pm Workshop Session 3❯ 200 pm ndash 400 pm Professional Development Lounge❯ 215 pm ndash 345 pm Workshop Session 4

❯ 400 pm ndash 500 pm Spouse and Guest Information Meeting❯ 415 pm ndash 600 pm Opening General Session

All times are Pacific Daylight Time (PDT)

4 paycon

THURSDAY MAY 16❯ 700 am ndash 1200 pm RegistrationCheck-in

❯ 800 am ndash 930 am Workshop Session 8

❯ 800 am ndash 1000 am Professional Development Lounge

❯ 1000 am ndash 1145 am General Session

INTRODUCTORY REMARKS Dan Maddux Executive Director American Payroll Association

SPECIAL PRESENTATION Say What Communicating Around the World Jason Low CPS Head of TAPS The Association for Payroll Specialists Tim Kelsey MCIPP AIPA Owner Kelsey Payroll Services

KEYNOTE Vivek Wadhwa ldquoAdvancing Technologies and Trillion-dollar Opportunitiesrdquo

Sponsored by

❯ 1145 am ndash 230 pm Expo and Global Pavilion Open

❯ 1145 am ndash 1245 pm Expo and Global Pavilion Networking Lunch

Sponsored by

❯ 215 pm ndash 345 pm Workshop Session 9❯ 400 pm ndash 530 pm Workshop Session 10

❯ 500 pm ndash 730 pm Expo and Global Pavilion Cocktail Reception and Dinner

❯ 630 pm ndash 730 pm Costume Contest and Exhibitor Prize Drawing

❯ 730 pm ndash 1130 pm PAY on the Edge PLAY on the Edge Party

Sponsored by

FRIDAY MAY 17❯ 700 am ndash 1200 pm RegistrationCheck-in

❯ 800 am ndash 930 am Federal Government Executive General Session

❯ 930 am ndash 1100 am Expo and Global Pavilion Open

❯ 1100 am ndash 1230 pm Workshop Session 11

❯ 1245 pm ndash 215 pm Awards Luncheon

Sponsored by

GUEST SPEAKERS Carolyn Huse CPP 2018 Payroll Woman of the Year Gary Lynch CPP 2018 Payroll Man of the Year

❯ 200 pm ndash 400 pm Professional Development Lounge

❯ 230 pm ndash 400 pm Workshop Session 12

❯ 415 pm ndash 545 pm Closing General Session

KEYNOTE Jepound Civillico ldquoThe Power of the Pivotrdquo

Sponsored by

SATURDAY MAY 18❯ 800 am ndash 930 am Workshop Session 13

❯ 945 am ndash 1115 am Workshop Session 14

5wwwAPAcongresscom

Have You Heard About The Movement

6

ldquoReleasing Leadership BrilliancerdquoWhile organizations today face many challenges the greatest challenge is tapping into the talents of employees so they become ldquoassets with facetsrdquo To contribute to the success of your clients your partners within the organization and your team you must first know how to bring out the best in yourself Best-selling author and renowned teacher Simon T Bailey will explain that team members who are self-motivated productive and engaged in their work are not only able to bring out personal brilliance but are able to bring out the brilliance in others as well Operating in their ldquoBrilliant Zonerdquo they release brilliance in their teams and reach out to the brilliance in their organizational partners bringing about higher levels of performance

FOS Personal Development10 CPE credit10 RCH

SIMON T BAILEY MA CSP CPAETUESDAY OPENING GENERAL SESSION

Sponsored by

Sponsored by

paycon

JEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICODirect from his show on the Las Vegas Strip entertainer and comedian Jeff Civillico is headed to Congress in Long Beach Jeffrsquos crazy antics and talents will entertain you all week with games designed to keep you on the edge achieve maximum audience interaction and produce loads of laughter

CONGRESS ENTERTAINMENT amp INFOTAINMENT

ldquoLife Is Much Too Serious to Be Taken SeriouslyrdquoIn this funny and poignant presentation singer and actress Vicki Lawrence shares the story of her life a story of fun and comedy that includes how she met Carol Burnett how Mama came to be and how she ldquobecame a natural redheadrdquo Vicki will discuss the challenges and rewards of being a working mom as well as a more difficult time in her life when her talk show was canceled and she battled with depression With the belief that laughter is the best medicine Vicki will share how she overcame these challenges with her personal mantra ldquoLife is much too serious to be taken seriouslyrdquo

Not eligible for CPE credits or RCHs

VICKI LAWRENCEWEDNESDAY LUNCHEON

JEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOldquoThe Power of the PivotrdquoWhen yoursquore faced with an obstacle at home or at work what do you do Do you allow that challenge to drain your energy or do you keep moving forward and pivot through the challenge to emerge stronger Personal and professional development can seem daunting We assume massive amounts of life-changing action is required to improve ourselves and our jobs More often than not whatrsquos required is actually a series of pivots Pivots are small changes that are made while staying grounded to who we are Jeff will share how he pivoted his way from performing juggling shows in his kitchen after dinner as a child to having a successful career in the cutthroat entertainment industry with his own award-winning headline show in Las Vegas multiple TV projects and a national nonprofit

FOS Personal Development10 CPE credit10 RCH

FRIDAY CLOSING GENERAL SESSION

7wwwAPAcongresscom

Sponsored by

8 paycon

ldquoConvergence Disruption and Opportunity How Existing Industries Will Be Disrupted and New Trillion-dollar Industries Will EmergerdquoIn the next five to ten years this will affect practically every industry Very few companies on todays Fortune 500 list will be on that list by the early 2020s They will go the way of Blockbuster Kodak RIM Compaq and Nokia This is not all bad news because disruption creates opportunities New industries will emerge and companies that lead the change will have the trillion-dollar market capitalizations

FOS Information Technology10 CPE credit10 RCH

Vivek Wadhwa is a Distinguished Fellow at Harvard Law School and Carnegie Mellon Universitys College of Engineering at Silicon Valley and has held appointments at Duke University Stanford Law School Emory University and Singularity University He has been featured in thousands of articles in publications worldwide including The Wall Street Journal The Economist Forbes The Washington Post The New York Times US News amp World Report and Science Magazine and has made many appearances on US and international TV stations including CBS60 Minutes PBS CNN ABC NBC CNBC and the BBC Based in Silicon Valley Professor Wadhwa researches exponentially advancing technologies that are soon going to change our world

VIVEK WADHWATHURSDAY GENERAL SESSION

Academic Author and Entrepreneur

Cant stay for the whole weekSign up for a single day pass and join us for any of the four days that is most convenient for you See page 20 for details

Have You Heard About The Movement

Sponsored by

9

Gary Lynch CPP 2018 Payroll Man of the Year

Jason Low CPS Head of TAPS The Association of Payroll Specialists

Jodi Parsons CPPPresidentAmerican Payroll Association

John Raguz CPPImmediate Past PresidentAmerican Payroll Association

Carolyn Huse CPP 2018 Payroll Woman of the Year

Tim Kelsey MCIPP AIPA OwnerKelsey Payroll Services

wwwAPAcongresscom

As we progress toward the future communication across cultural lines will become everyday reality Jason Low CPS and Tim Kelsey MCIPP AIPA will share their first-hand experiences with linguistic and behavioral styles to highlight daily interactions you may face as you communicate with people from different cultures By understanding these formalities youll be prepared for successful intercultural communication and collaboration

Say What Communicating Around the WorldTHURSDAYS SPECIAL PRESENTATION

10

Accountemps and Robert Half Finance amp AccountingADP LLCAllpoint NetworkAMGtimeAOA MedicalAPA Solutions CenterBloomberg TaxBlue Marble Global PayrollBranchBrinks MoneyBusiness Software IncCanadian Payroll Association TheCeridianChetu IncCIC Plus IncCMI Time Management ComdataD2Xchange LLCDailyPay Inc

DMA - DuCharme McMillen amp Associates IncEmptechEquifax Workforce SolutionsFBAFBG HoldingsFMP GlobalGreenshades SoftwareGrosvenor Technology LLCGT Global TrackerHampR BlockHigh Line CorporationHIREtechHuman Resource Executive (HRE)Huntington Business Systems InciiPayImmedisInsurePayIOIPayiSolved

JAT SoftwareJobingcomKronos IncorporatedLTtax IncMasterTax LLCMillennium Trust CompanyMoney Network A First Data CompanyNeeyamo IncNetSpend CorporationNGA Human ResourcesNOVAtime Technology IncOffice of Child Support EnforcementOneSource VirtualPaychex IncPayTrainregHolmes CorporationPS Web Solutionsrapid PayCardReplicon Inc

Safeguard GlobalSALT Payroll ConsultantsSociety for Human Resource ManagementSOLE FinancialSumTotal Systems LLCSymmetry SoftwareThomas amp CompanyTimeClock PlusTIMECOUS BankuConfirmUltimate SoftwareUSCIS - Verification DivisionVeriSafe JobsVillanova UniversityWD PensionmarkWise Consulting Associates IncWorkday IncWorkForce Software

2019 Congress Exhibitors

WEDNESDAY MAY 15Expo and Global Pavilion Grand Opening and Cocktail Reception 315 pm ndash 630 pm

THURSDAY MAY 16Expo and Global Pavilion Open1145 am ndash 730 pm

SPECIAL EVENTS Networking Lunch 1145 am ndash 1245 pm

Cocktail ReceptionDinner 500 pm ndash 730 pm

Costume Contest Exhibitor Prize Drawings 630 pm ndash 730 pm

FRIDAY MAY 17Expo and Global Pavilion Open930 am ndash 1100 am

SPECIAL EVENTS Exhibitor Prize Drawings 1030 am ndash 1100 am

WELCOME to the Worldrsquos Largest Payroll Expo

As of press timepaycon

As one of Congressrsquo most anticipated features the Expo is the center of the Congress hub Over 100 exhibitors come together here to share information and connect with the payroll professional community Home to the Global Payroll Pavilion and the Technology Solutions Stage the Expo is the place to be to learn about cutting-edge technologies tools resources and trends affecting the payroll industry

11

Gold Level

SilverLevel

Platinum Level

Diamond Level

Sapphire Level

As of press time

wwwAPAcongresscom

Have You Heard About The Movement

NetworkingCongress OrientationAttending for the first time Give the Congress Orientation Session top priority Presented by Congress veterans yoursquoll get important information plus valuable tips on making the most out of your Congress experience Plan to attend one of two sessions offered on Monday May 13 500 pm ndash 530 pm or Tuesday May 14 100 pm ndash 130 pm

Chapter Exchange ReceptionJoin other payroll professionals from over 120 active APA chapters across the country at this annual networking event APArsquos Board of Advisors will also be on hand to meet you at this highly anticipated event on Wednesday May 15 630 pm ndash 800 pm

Sponsored by

Chapter PictorialsVideo monitors throughout the convention center will showcase all of the creative and colorful local chapter pictorial presentations that were entered in the 2019 Chapter Pictorial Contest Each unique photo montage slide show reflects the activities and events APArsquos individual chapters participated in throughout 2018

Social Media CongressExpand your network and meet social media enthusiasts at the Congress Tweet Up Monday May 13 630 pm ndash 730 pm Need some social media training Stop by the Tweet Up or meet up at the APA booth during the Expo Cocktail Receptions on Wednesday and Thursday to learn how to expand your online network Be sure to use paycon on your social media posts

Events Annual Business MeetingHeld on Tuesday May 14 800 am ndash 930 am the American Payroll Associationrsquos Annual Business Meeting is open to all association members

Awards CeremoniesMembers are the lifeblood of the APA The success of the association and the advancement of the payroll profession are not possible without the efforts of our volunteers APA will honor these exceptional achievers in special awards ceremonies throughout the week

Chapter AwardsThe Chapter Contest Awards will be announced during the Chapter Exchange Reception on Wednesday May 15 630 pm ndash 800 pm Be there to hear about all of the chaptersrsquo success and hard work and see who will win the coveted Chapter of the Year Award Letrsquos celebrate all of the 2018 chapter accomplishments

Be an MVPPut your competitive spirit into high gear at this yearrsquos costume contest Deck yourself out as a favorite icon from the world of competitions Whether yoursquore inspiring or wacky your creative costume will be one for the books Plan your costume as an individual duo or group for one of the following categories

❯ All-Star Athlete

❯ Most Memorable Reality TV Show Competitor

❯ Ultimate Record Breaker

❯ Cheer Champion

Judging will take place during the Expo Cocktail Reception and Dinner on Thursday May 16 at 630 pm

Resources New WorkshopsThis year weve included more new workshops than ever before Over 50 new titles have been integrated into the educational lineup Look for the rsaquo icon next to the titles on pages 15-18

12 paycon

Federal Government Executive General SessionHear from key players in the current administration at this yearrsquos Federal Government Executive General Session on Friday May 17 at 800 am You wonrsquot want to miss this discussion of the issues that impact payroll management and how they are working to implement change

Leadership Excellence Series Shirley Davis PhD CSP SPHR SHRM-SCP

Join Dr Shirley Davis for the popular Leadership Excellence Series of workshops where yoursquoll explore such topics as ldquoThe Power of Your Personal Brandrdquo ldquoInclusive Leadershiprdquo ldquoStrategies for Leading a Culture Transformation in Your Organizationrdquo and ldquoBuilding Beneficial Business

Relationshipsrdquo Attend two double sessions when you choose this track and earn 6 RCHs and a Certificate of Completion

Worlds Largest Payroll ExpoWherersquos the best place to learn about the latest in payroll products technologies and tools The Expo Be there on Wednesday May 15 for the Grand Opening and Cocktail Reception See page 10 for a schedule of other Expo events

Global Payroll Management ForumThe Global Payroll Management Institutersquos 4th Annual Global Payroll Management Forum is provided in tandem with APArsquos 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 worldrsquos largest payroll Expo including a Global Pavilion of payroll service providers and solutions Go to GPMInstitutecom for more information

Congress AppDownload the free Congress 2019 app to view the latest schedule look up details on speakers and sessions search for Expo information message other attendees and much more

Sponsored by

Congress TodayCongress Today is the award-winning printed magazine and blog combo that provides timely news stories on conference events and photo coverage to enhance your Annual Congress experience Use this important onsite resource ndash both in print and online at CongressTodayorg ndash for your Congress news and highlights

Sponsored by

Spouse and Guest Information MeetingAll guests of registered participants are invited to a special spouse and guest program on Tuesday May 14 400 pm ndash 500 pm To help guests make the most of their stay in the Long Beach area representatives from local attractions will share highlights from some of the cityrsquos most popular sites

Earn up to 255 CPE CreditsCPAs can earn up to 255 CPE credits for attending each applicable General Session and workshop sessions

Recertification Credit HoursFPC and CPP designation holders can earn up to 255 RCHs for attending this conference and up to an additional 15 RCHs for attending Virtual Congress Virtual Congress is included with your All-Access Congress registration See page 23 for additional details

Professional Development LoungeMeet the newest addition to APAs Congress resources the Professional Development Lounge Focusing on both personal and professional development to the extreme this designated area features career experts on hand to show you how to enhance your resume and social media presence You can also meet with an APA staffer to update your member profile Stop by to enjoy beverages and snacks from Bogartrsquos Concession Stand and networking with colleagues while gaining some valuable professional insight For more information on the Professional Development Lounge go to apacongresscom

Congress RegistrationAll Congress attendees who purchase an All-Access Pass will also receive a Virtual Congress registration NEW for 2019 ndashColleagues and Non-Members purchasing an All-Access Pass will receive a Virtual Congress registration AND a 1-year APA membership

13wwwAPAcongresscom

NEW

THOUGHT LEADERSHIP Significant return on investment and overcoming industry challenges with specific product solutions is the focus of the Thought Leadership track These educational sessions showcase how organizations implemented specific solutions that positively impacted their bottom line

PAYROLL PROCESSINGThis essential track presents topics critical to the efficient operation of the payroll process Subjects range from internal controls to electronic payment methods and reconciliations

PAYROLL COMPLIANCE TOOLSIs your goal to have a penalty-free payroll In this track you will learn how to identify compliance issues and resolve them before your organization is subject to penalties

WAGE PAYMENTS AND DEDUCTIONSThis track presents topics critical to ensuring that employees are paid accurately Subjects range from regular rate of pay and handling overpayments to child support and other mandatory deductions

US TAXATION AND FORMSThis track presents topics essential to the understanding of US payroll taxation and reporting compliance Subjects range from third-party sick pay to multi-state taxation

GOVERNMENT AFFAIRSThis track is for professionals involved in maintaining compliance These sessions provide a thorough review of legislative and regulatory updates explore the expansion of electronic forms filing and reporting and include the latest from the IRS SSA DOL and other government agencies

INDUSTRY SPECIFIC FORUMSAre you in a special industry or have a special interest These forums discuss the hot topics and the unique issues of special interest to practitioners in a variety of trades and industries

BENEFITS AND COMPENSATIONThis track is for professionals looking for best practices and trends in the field of benefits and compensation including the latest on fringe benefits stock options cafeteria plans and nonqualified deferred compensation plans

14

Education Tracks oer 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

EXECUTIVEThis 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

GLOBAL FORUMS These forums explore a wide spectrum of payroll taxation and related issues from a global perspective Topics include paying nonresident aliens foreign nationals and expatriates international employee data privacy and global risk management

GLOBAL PAYROLL COUNTRY-BY-COUNTRY Is your organization expanding globally In this track you will learn the wage and hour and taxation requirements of selected countries

EXPATRIATE PAYROLLSAre you paying US citizens or resident aliens working outside of the United States This track will provide you the information to ensure you are taxing and reporting wages and fringe benefits correctly You will learn when to withhold and report income social security and Medicare taxes

ACCOUNTS PAYABLEThis is the essential track for accounts payable professionals and anyone who interfaces with AP These sessions cover processes and practices critical to a successful accounts payable operation Topics include Forms 1099-MISC and W-9 as well as internal controls automation and technology

TECHNOLOGYThis track is designed for IT HRIS and payroll professionals and those who interact with them These sessions cover the latest technology such as paycards electronic forms and self-service Internet portals as well as information security and emerging technology trends

ORGANIZATION AND PERSONAL MANAGEMENTFor anyone seeking insights and perspective on a range of timely issues This track offers vast options for enhancing your interpersonal skill set furthering your professional development expanding your leadership potential and advancing your career

LEADERSHIP EXCELLENCE SERIESA premier professional development track for all leaders and those who aspire to become leaders By attending all of the workshops in this track you will earn a Certificate of Completion

APA TOOLSAre you looking to get involved with the APA gain knowledge about our tools and resources or preparing to become certified Workshops in this track will offer a variety of sessions covering volunteering eLearning eBooks and certification

paycon

Have You Heard About The Movement

15

Payroll Processing

rsaquo How to Establish a Shared Services Center

rsaquo How to Reconcile and Reassure Your Executivesrsquo Total Pay

bull IRSSSA Reconciliations What You Donrsquot Know Can Hurt You

bull Mergers and Acquisitions Advanced

bull Payroll Accounting How Important Is It

rsaquo Payroll Processing In-House or Outsourced How to Determine What Model Is Right for Your Organization

bull Perform a Root Cause Payroll Analysis Take Your Payroll Department to the Next Level

bull The Infamous Rules Behind Direct Deposit and Same-Day ACH

bull Compliance Research How to Find Answers and Communicate to Management

bull Keep It All Together Keep It All Straight Payroll Record Keeping Requirements

bull Secrets of a Successful Year-end

bull The 10 Most Common Payroll Pitfalls

bull The Basics of Payroll Reconciliations

bull California Payroll Panel Discussion of CA Experts Addressing Updates Issues and Your Questions

bull e-IWO The Journey to Paperless Child Support Orders and More Begins Here

bull Garnishments Levies Student Loans and More

rsaquo How the Daily Pay Movement Will Impact Payroll As We Know it

bull Managing Termination Pay

bull Overpayments What Can We Do

rsaquo Overtime Under FLSA Regular Pay vs Regular Rate of Pay ndash Are You Calculating Correctly

bull Telecommuting Wage and HourTaxation Issues

Payroll Compliance Tools

Wage Payments and Deductions

bull The Nuts and Bolts of Child Support

bull Understanding Calculations From Basic to Complex

rsaquo Wage and Hour Rules ndash Federal State and Local Requirements

bull Wages Owed to Deceased Employees

bull White Collar Exemptions Under the FLSA

rsaquo A Day in the Life of a Payroll Professional Dealing With Complex Union Payrolls

rsaquo A Post-Tax Reform Overview of State Tax Withholding Changes

bull An Introduction to Multi-State Taxation

rsaquo Avoiding IRS Penalties the Successful Way

rsaquo Combating Fraudulent Authorizations

bull Controlling Employer Factors to Keep SUI Rates Low

bull Correcting the W-2 Form W-2c to 941-X and More

rsaquo How Employer Reporting Requirements are Expanding Current Legislative and Regulatory Trends

bull Introduction to Stock and Stock Option Plans

bull Local Income Tax in Indiana and Ohio

bull Local Income Tax in Pennsylvania

rsaquo Nexus How It Impacts Your Payroll

rsaquo Putting Smart Intelligence to Work for You

rsaquo Tax Notice Compliance ndash Taming the Tax Notice Tiger

rsaquo What Does the 2020 Form W-4 Mean to Payroll and Employees

bull When Does a Visa Impact Withholding

US Taxation and Forms

Visit APAcongresscom for complete workshop descriptions and the weeks schedule Over 50 new workshops (indicated by the rsaquo symbol) have been added this year

wwwAPAcongresscom

16

rsaquo Fair Scheduling Laws Ease the Burden on Payroll

bull Nonqualified Deferred Compensation Plans Advanced

bull Nonqualified Deferred Compensation Plans Basic

bull Paid Sick Leave From Perk to Mandate

rsaquo Payroll and 401(k) ndash Outsourcing Simplify and Protect

bull State and Local Taxation of Stock Options and Other Equity-Based Awards

bull Stock Options and Equity Compensation Plans Advanced

bull Taxable and Nontaxable Fringe Benefits Part 1

bull Taxable and Nontaxable Fringe Benefits Part 2

bull Advanced Career-Building Speaking Skills

rsaquo Building a Successful Business Case to Invest in You

bull Business Continuity Planning Itrsquos Not Just Disaster Recovery Anymore

bull Change Management Strategies to Ensure Successful Projects

bull Executive Compensation Audits What Is the IRS Looking At

bull How to Use Lean Tools to Eliminate Waste in Payroll Operations

bull HRPayrollTime Metrics Turning Data Into Meaningful Information

bull Innovative Best Practices of Prism Award Winners

bull Managing Vendor Partnerships Worldwide

bull Payroll Strategies for Success

rsaquo Process Improvement Through Problem Solving An Eight-Step Process

bull Quality Enhancements for Payroll

bull Six Sigma and Lean Practices Promote Success on Your Payroll Journey

rsaquo The Psychology of Change Management More Than Simply Communicating the Change

bull DOL Investigation How Would You Stack Up

bull Forum on Federal Payroll Issues Part 1

bull Forum on Federal Payroll Issues Part 2

bull Legislative Outlook and APA Lobbying 1

bull Legislative Outlook and APA Lobbying 2

bull State and Local Payroll Key Developments and Research Tools

bull Therapy 101 Form I-9 and E-Verify

bull Top 10 Things You Need to Know About Employment Tax

bull Using the Internet for Federal State and Local Payroll Research

bull Whats Old and New at SSA

rsaquo Agricultural Payroll Issues Challenges and Best Practices

bull Challenges of Health Care Industry Payroll

rsaquo Change Management for Shared Service Environments

bull FLSA Issues in the Government Sector

rsaquo Government Sector Best Practices ndash Fringe Benefits Time amp Attendance 457b and 403b Plans

bull How Payroll Service Providers Interact and Partner With the IRS

bull Manufacturing Industry Roundtable

bull Payroll for Higher Education Institutions

bull Payroll in the Hospitality Industry

bull The One-Person Payroll Department

rsaquo Tips and Tricks for Selecting Payroll Service Vendors and Systems

Executive

Benefits and Compensation

Industry Specific Forums

Government Aairs

paycon

17

Global Forumsbull Business Traveler Considerations for Payroll and

Corporate Tax Departments

bull Can You Asup2ord the Global Payroll Compliance Risk

rsaquo Esup2ectively Capturing Reporting and Reconciling Equity Income Globally

rsaquo GDPR ndash Next Steps Audits and Process

rsaquo Global Money Moving Mania

bull Global Strategic Alignment for HR and Payroll Professionals

rsaquo Inclusion and Diversity (IampD) The Natural Synergies Between IampD Initiatives and Global Mobility

bull Insights on Brexit

bull Introduction to US Nonresident Alien Tax Withholding

bull Nonresident Alien Taxation and Withholding for J-1 Exchange Visitors and F-1 Students

bull Payroll Edge Global Payroll Project Management

rsaquo Standardizing Global Payroll Processes

bull The State of Global Payroll Facts Fears and the Future for Your Organization

bull Understanding Tax Treaty Benefits and Limitations

bull Winning Globally Discovery Strategy Governance Part 1

bull Winning Globally Selecting a Payroll Delivery Model for Your Organization Part 2

bull Canadian Payrolls Nontaxation Issues

bull Canadian Payrolls Taxation Issues

bull Paying in the UK

bull Payroll in Australia

rsaquo Payroll in Brazil

rsaquo Payroll in China and Hong Kong

bull Payroll in France

rsaquo Payroll in Malaysia and Singapore

rsaquo Payroll in Mexico

bull Payroll in South Africa

rsaquo Payroll in Sweden and Norway

Expatriate Payrolls

rsaquo Esup2ectively Operating Shadow Payrolls

bull Expatriate Payroll 101 Everything You Need to Know to Get Started

bull Expatriate Payrolls Advanced

bull Understanding the Tax Equalization and Tax Protection Process

bull AP Accounting and Month-End Accruals

bull AP Internal Control and Auditing Techniques

bull Form 1099-MISC Reporting Federal and State Requirements

bull PayrollAP Best Practices What Does This Really Mean

bull Unclaimed Property Reporting What You Need to Know

bull Understanding Payments to Foreign Workers

bull Worker Classification Issues

rsaquo Blockchain Mobile Payments and the Future of Payroll Administration

rsaquo Cybersecurity Into the Breach

rsaquo DigihellipWhat How to Prepare and Implement a Digitalization Strategy

rsaquo Is HCM Integration for You

rsaquo Moving Payroll to the Cloud Whats Next (v 20)

rsaquo New System Implementation Checklist and Best Practices

bull Paperless Pay Compliance in 50 States

bull Payroll Card Program Best Practices

bull Payroll Fraud Detect Deter Defend

bull Preparing and Analyzing Requests for Proposal

bull Future Trends in Time and Attendance

bull Top 10 Cybersecurity Concerns That Businesses Always Ask About

bull What Every Payroll Professional Needs to Know About Emerging Payroll Technologies

Global Payroll Country by Country

wwwAPAcongresscom

Accounts Payable

Technology

Thought Leadership

rsaquo Building Strong Careers Using SMART Goals

bull Canrsquot Get That Project Completed Get an Intern

bull Developing a Cohesive Team

bull Documenting Your Procedures and Processes

bull Emotional Intelligence

rsaquo Ethics in Payroll

bull Exceptional Customer Service for Payroll Professionals

rsaquo How to Gain Power at Work When You Have None

rsaquo How to Successfully Manage a Payroll of Any Size

bull How to Turn a Payroll Disaster Into a Payroll Win

rsaquo Implementing a New Tool Start With Best Practices

rsaquo Leading During Crisis Workplace Violence

bull Letrsquos Talk Giving Feedback

bull Mentoring and Making It Work for Everyone

bull Metrics How to Begin to Tell Your Story

rsaquo Millennial Leadership

bull Myths Misconceptions and Untruths of Payroll

bull Organizational Culture The Make-or-Break Factor in Hiring and Retention

bull Payroll Best Practices Recap

bull Payroll Consulting as a Career Is It Right for Me

bull Process Mapping Driving Process Improvement

bull Selling Yourself and Your Ideas

bull Stand Up Speak Out Career Success

rsaquo Strategies for Getting a Seat at the Table and Making It Count

bull The Edge of Communication

rsaquo The Importance of Esup2ective Listening

bull The Perfect Partnership Payroll and Human Resources

bull Tips for Project Management

rsaquo Who Wants to Be a Millionaire

bull You Have Reached Your Peak Now What

Organization and Personal Management

18 paycon As of press time

bull Hotline Referral Committee Meeting

bull Make a Disup2erence Through Volunteer Committees

bull Payroll Source Plus Demonstration and QampA

bull PayTrainreg Payroll Training at Your Command

rsaquo Power Up Your Chapter to Increase Member Participation

bull Prepare Yourself for the FPC and CPP Exams

bull Social Media Best Practices for Payroll Professionals

bull Talent Management Through Payroll Assessments

rsaquo Writing Questions for the FPC and CPP Exams

bull How the Daily Pay Movement Will Impact Payroll as We Know It

rsaquo How to Break Up With Excel (But Stay Friends)

bull Introducing the 2019 Deloitte Payroll Benchmarking Survey

bull Leveraging Todays Technology for Payroll Operations

rsaquo Payroll at the Heart of Finance and HR

bull Payroll Change Management A Step-by-Step Guide

rsaquo Why Speed Accuracy and Choice Matter in Payroll Payments for the Young Workforce

Double Sessionrsaquo The Power of Your Personal Brand

rsaquo Inclusive Leadership ndash New Mindsets Models and Required Competencies for Workforce 2030

Double Sessionrsaquo Strategies for Leading a Culture Transformation in Your Organization

rsaquo Building Beneficial Business Relationships

Leadership Excellence Series

APA Tools

Sponsored by

THURSDAY MAY 16 | 730 PM ndash 1130 PM

After paying on the edge join us for an evening of playing on the edge

at this yearrsquos after-hours event Get competitive with your colleagues

and prove that you are the Most Valuable Payer Participate in exciting

activities that will test your skills or join DJ Shai on the dance floor

either way there is something for everyone to celebrate their own

unique competitive edge

Check out the costume categories at APACongresscom or on page 12

19wwwAPAcongresscom

Your Congress registration includes a 1-year APA Membership

(for Colleagues and Non-Members)

Additional Item Available for Purchase Expo Cocktail ReceptionDinner and Party Thursday May 16 $100 per guest (Must be 21 or older to attend)

For Registration Questions Call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT or Email APAamericanpayrollorg

Register Online wwwAPAcongresscom

Register today at wwwamericanpayrollorgvirtual-congresshtml

Enjoy your NEW APA Membership with your Congress registration

RESOURCESIndustry publications and breaking payroll news and updates

EDUCATIONMember discounts on all payroll training classes conferences webinars web-based programs online training and all APA publications

SUPPORTNetworking with over 20000 members through local chapters special events and social networking communities

ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS

ALL-ACCESS PASS(5 Days + Virtual Congress)

$530$1060$1590MEMBER $1900

NANANACOLLEAGUE $2050

$675$1350$2025NON-MEMBER $2120

20 paycon

Not attending CongressYou can still register to attend the Virtual Congress amp Expo

Member $225Non-Member $495

Event Code 19CONGRS Fees

All-Access Pass includes Congress registration and Virtual Congress registration Colleagues and Non-Members also receive a 1-year APA Membership

MEMBER $1900COLLEAGUE $2050NON-MEMBER $2120

Three-Day PassMEMBER $1590COLLEAGUE NANON-MEMBER $2025

Two-Day PassMEMBER $1060COLLEAGUE NANON-MEMBER $1350

One-Day PassMEMBER $530COLLEAGUE NANON-MEMBER $675

Guest Registration

Expo Cocktail ReceptionDinner and Party on May 16 $100 per guestGuest Name ____________________________ Guest Name ____________________________ $ _________

Registration Amount All-Access Pass One-Day Pass Two-Day Pass Three-Day Pass Days Attending ___________________

$ _________

Total Payment $ _________

37th Annual Congress ndash Registration Form Register and make housing reservations at wwwAPAcongresscom

Name Ms Mr _________________________________________________

Title _________________________________________________________________

Organization _________________________________________________________

Street Address ________________________________________________________

City __________________ StateProvince ________ Country _____________

Zip + 4-digitPostal Code ______________________________________________

Telephone ____________________________________________________________ (AreaCountry Code)

Fax __________________________________________________________________

(AreaCountry Code)

Email ________________________________________________________________ (For official APA communications registration confirmations Payroll Currently and PAYTECH-Digital)

Please indicate if you are CPA PA (For NASBA reporting purposes)

Global Payroll Management Institute Subscriber Yes No

Needed for New Member Enrollment Birth date ______ ______ ______

I am an APA MEMBER

Memberrsquos ID __________________________________________________ (Update your contact information at wwwAPAcongresscom)

I am a COLLEAGUE of an APA MEMBER (at the same street address)

Colleaguersquos ID ______________________________________________________

Memberrsquos Name ______________________________________________________

Memberrsquos ID _______________________________________________________

I am NOT an APA Member or Colleague

Special Dietary Request Vegetarian Gluten-Free Kosher Peanut Allergy

Dairy Allergy Halal Shellfish Allergy Vegan

I have read the additional info for onsite meal requests found on page 22

All Attendees Please Complete This SectionIn case of emergency contact

Name ________________________________________________________________

Relation to Attendee ___________________________________________________

Daytime Phone _______________________________________________________

Evening Phone________________________________________________________

I will be staying at this hotel ___________________________________________

For Office Use Only Date ________________ Order _________________ Batch _______________ Group ________________ Check _______________ CP _________________ Total $ ________________

Registrant Information

Consent to Use Your Photograph and Contact Info By registering for this program you are granting official conference photographers permission to photograph you and publish photos in APA publications social media and marketing materials In addition by attending or speaking at this conference you are granting APA permission to make your contact information available to our sponsors who may choose to market their products and services to you via email fax telephone mail or other means

Virtual Congress amp Expo Not attending Congress in Long Beach Register for Virtual Congress amp Expo at wwwamericanpayrollorgvirtual-congresshtml

E M T 9 VLast updated 040419

1

I agree to the cancellation policies found at wwwamericanpayrollorg

PURCHASE ORDER ____________________________________________________ (for government agenciesuniversities only)

Make CHECK payable and mail to American Payroll Association

co Customer Service660 North Main Avenue Suite 100

San Antonio TX 78205-1217

If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of the event

Payment Information

Order Form

Payment in US dollars must accompany registration formCurrency Converter wwwxecom

Three Enrollment Options Online Fax MailwwwAPAcongresscom (210) 224-6038 To address below I authorize the American Payroll Association to CHARGE my American Express Discover MasterCard Visa

Card is Corporate Personal

Card ____________________________________________________________

Exp Date ______________________________ CVV Code __________________

Name on credit card ________________________________________________

Signature of cardholder ______________________________________________

3

2

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 4: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

WELCOME REMARKS Dan Maddux Executive Director American Payroll Association John Raguz CPP Immediate Past President American Payroll Association Jodi Parsons CPP President American Payroll Association

KEYNOTE Simon T Bailey MA CSP CPAE ldquoReleasing Leadership Brilliancerdquo Sponsored by

WEDNESDAY MAY 15❯ 700 am ndash 600 pm RegistrationCheck-in❯ 800 am ndash 930 am Workshop Session 5❯ 945 am ndash 1115 am Workshop Session 6❯ 1130 am ndash 100 pm Luncheon

KEYNOTE Vicki Lawrence ldquoLife Is Much Too Serious to Be Taken Seriouslyrdquo

❯ 100 pm ndash 300 pm Professional Development Lounge

❯ 145 pm ndash 315 pm Workshop Session 7

❯ 315 pm ndash 630 pm Expo and Global Pavilion Grand Opening amp Cocktail Reception❯ 630 pm ndash 800 pm Chapter Exchange Reception and Awards

Sponsored by

145 pm ndash 315 pmWorkshop Session 7

315 pm ndash 630 pmExpo and Global PavilionGrand Opening amp Cocktail Reception

630 pm ndash 800 pmChapter Exchange Reception and Awards

Sponsored by

MONDAY MAY 13❯ 200 pm ndash 700 pm RegistrationCheck-in❯ 500 pm ndash 530 pm Orientation❯ 630 pm ndash 730 pm Tweet Up

TUESDAY MAY 14❯ 700 am ndash 600 pm RegistrationCheck-in❯ 800 am ndash 930 am Annual Business Meeting

Tuesday sessions sponsored by ❯ 800 am ndash 930 am Workshop Session 1❯ 945 am ndash 1115 am Workshop Session 2❯ 1115 am ndash 1245 pm Welcome Luncheon Sponsored by

❯ 100 pm ndash 130 pm Orientation❯ 100 pm ndash 200 pm Workshop Session 3❯ 200 pm ndash 400 pm Professional Development Lounge❯ 215 pm ndash 345 pm Workshop Session 4

❯ 400 pm ndash 500 pm Spouse and Guest Information Meeting❯ 415 pm ndash 600 pm Opening General Session

All times are Pacific Daylight Time (PDT)

4 paycon

THURSDAY MAY 16❯ 700 am ndash 1200 pm RegistrationCheck-in

❯ 800 am ndash 930 am Workshop Session 8

❯ 800 am ndash 1000 am Professional Development Lounge

❯ 1000 am ndash 1145 am General Session

INTRODUCTORY REMARKS Dan Maddux Executive Director American Payroll Association

SPECIAL PRESENTATION Say What Communicating Around the World Jason Low CPS Head of TAPS The Association for Payroll Specialists Tim Kelsey MCIPP AIPA Owner Kelsey Payroll Services

KEYNOTE Vivek Wadhwa ldquoAdvancing Technologies and Trillion-dollar Opportunitiesrdquo

Sponsored by

❯ 1145 am ndash 230 pm Expo and Global Pavilion Open

❯ 1145 am ndash 1245 pm Expo and Global Pavilion Networking Lunch

Sponsored by

❯ 215 pm ndash 345 pm Workshop Session 9❯ 400 pm ndash 530 pm Workshop Session 10

❯ 500 pm ndash 730 pm Expo and Global Pavilion Cocktail Reception and Dinner

❯ 630 pm ndash 730 pm Costume Contest and Exhibitor Prize Drawing

❯ 730 pm ndash 1130 pm PAY on the Edge PLAY on the Edge Party

Sponsored by

FRIDAY MAY 17❯ 700 am ndash 1200 pm RegistrationCheck-in

❯ 800 am ndash 930 am Federal Government Executive General Session

❯ 930 am ndash 1100 am Expo and Global Pavilion Open

❯ 1100 am ndash 1230 pm Workshop Session 11

❯ 1245 pm ndash 215 pm Awards Luncheon

Sponsored by

GUEST SPEAKERS Carolyn Huse CPP 2018 Payroll Woman of the Year Gary Lynch CPP 2018 Payroll Man of the Year

❯ 200 pm ndash 400 pm Professional Development Lounge

❯ 230 pm ndash 400 pm Workshop Session 12

❯ 415 pm ndash 545 pm Closing General Session

KEYNOTE Jepound Civillico ldquoThe Power of the Pivotrdquo

Sponsored by

SATURDAY MAY 18❯ 800 am ndash 930 am Workshop Session 13

❯ 945 am ndash 1115 am Workshop Session 14

5wwwAPAcongresscom

Have You Heard About The Movement

6

ldquoReleasing Leadership BrilliancerdquoWhile organizations today face many challenges the greatest challenge is tapping into the talents of employees so they become ldquoassets with facetsrdquo To contribute to the success of your clients your partners within the organization and your team you must first know how to bring out the best in yourself Best-selling author and renowned teacher Simon T Bailey will explain that team members who are self-motivated productive and engaged in their work are not only able to bring out personal brilliance but are able to bring out the brilliance in others as well Operating in their ldquoBrilliant Zonerdquo they release brilliance in their teams and reach out to the brilliance in their organizational partners bringing about higher levels of performance

FOS Personal Development10 CPE credit10 RCH

SIMON T BAILEY MA CSP CPAETUESDAY OPENING GENERAL SESSION

Sponsored by

Sponsored by

paycon

JEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICODirect from his show on the Las Vegas Strip entertainer and comedian Jeff Civillico is headed to Congress in Long Beach Jeffrsquos crazy antics and talents will entertain you all week with games designed to keep you on the edge achieve maximum audience interaction and produce loads of laughter

CONGRESS ENTERTAINMENT amp INFOTAINMENT

ldquoLife Is Much Too Serious to Be Taken SeriouslyrdquoIn this funny and poignant presentation singer and actress Vicki Lawrence shares the story of her life a story of fun and comedy that includes how she met Carol Burnett how Mama came to be and how she ldquobecame a natural redheadrdquo Vicki will discuss the challenges and rewards of being a working mom as well as a more difficult time in her life when her talk show was canceled and she battled with depression With the belief that laughter is the best medicine Vicki will share how she overcame these challenges with her personal mantra ldquoLife is much too serious to be taken seriouslyrdquo

Not eligible for CPE credits or RCHs

VICKI LAWRENCEWEDNESDAY LUNCHEON

JEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOldquoThe Power of the PivotrdquoWhen yoursquore faced with an obstacle at home or at work what do you do Do you allow that challenge to drain your energy or do you keep moving forward and pivot through the challenge to emerge stronger Personal and professional development can seem daunting We assume massive amounts of life-changing action is required to improve ourselves and our jobs More often than not whatrsquos required is actually a series of pivots Pivots are small changes that are made while staying grounded to who we are Jeff will share how he pivoted his way from performing juggling shows in his kitchen after dinner as a child to having a successful career in the cutthroat entertainment industry with his own award-winning headline show in Las Vegas multiple TV projects and a national nonprofit

FOS Personal Development10 CPE credit10 RCH

FRIDAY CLOSING GENERAL SESSION

7wwwAPAcongresscom

Sponsored by

8 paycon

ldquoConvergence Disruption and Opportunity How Existing Industries Will Be Disrupted and New Trillion-dollar Industries Will EmergerdquoIn the next five to ten years this will affect practically every industry Very few companies on todays Fortune 500 list will be on that list by the early 2020s They will go the way of Blockbuster Kodak RIM Compaq and Nokia This is not all bad news because disruption creates opportunities New industries will emerge and companies that lead the change will have the trillion-dollar market capitalizations

FOS Information Technology10 CPE credit10 RCH

Vivek Wadhwa is a Distinguished Fellow at Harvard Law School and Carnegie Mellon Universitys College of Engineering at Silicon Valley and has held appointments at Duke University Stanford Law School Emory University and Singularity University He has been featured in thousands of articles in publications worldwide including The Wall Street Journal The Economist Forbes The Washington Post The New York Times US News amp World Report and Science Magazine and has made many appearances on US and international TV stations including CBS60 Minutes PBS CNN ABC NBC CNBC and the BBC Based in Silicon Valley Professor Wadhwa researches exponentially advancing technologies that are soon going to change our world

VIVEK WADHWATHURSDAY GENERAL SESSION

Academic Author and Entrepreneur

Cant stay for the whole weekSign up for a single day pass and join us for any of the four days that is most convenient for you See page 20 for details

Have You Heard About The Movement

Sponsored by

9

Gary Lynch CPP 2018 Payroll Man of the Year

Jason Low CPS Head of TAPS The Association of Payroll Specialists

Jodi Parsons CPPPresidentAmerican Payroll Association

John Raguz CPPImmediate Past PresidentAmerican Payroll Association

Carolyn Huse CPP 2018 Payroll Woman of the Year

Tim Kelsey MCIPP AIPA OwnerKelsey Payroll Services

wwwAPAcongresscom

As we progress toward the future communication across cultural lines will become everyday reality Jason Low CPS and Tim Kelsey MCIPP AIPA will share their first-hand experiences with linguistic and behavioral styles to highlight daily interactions you may face as you communicate with people from different cultures By understanding these formalities youll be prepared for successful intercultural communication and collaboration

Say What Communicating Around the WorldTHURSDAYS SPECIAL PRESENTATION

10

Accountemps and Robert Half Finance amp AccountingADP LLCAllpoint NetworkAMGtimeAOA MedicalAPA Solutions CenterBloomberg TaxBlue Marble Global PayrollBranchBrinks MoneyBusiness Software IncCanadian Payroll Association TheCeridianChetu IncCIC Plus IncCMI Time Management ComdataD2Xchange LLCDailyPay Inc

DMA - DuCharme McMillen amp Associates IncEmptechEquifax Workforce SolutionsFBAFBG HoldingsFMP GlobalGreenshades SoftwareGrosvenor Technology LLCGT Global TrackerHampR BlockHigh Line CorporationHIREtechHuman Resource Executive (HRE)Huntington Business Systems InciiPayImmedisInsurePayIOIPayiSolved

JAT SoftwareJobingcomKronos IncorporatedLTtax IncMasterTax LLCMillennium Trust CompanyMoney Network A First Data CompanyNeeyamo IncNetSpend CorporationNGA Human ResourcesNOVAtime Technology IncOffice of Child Support EnforcementOneSource VirtualPaychex IncPayTrainregHolmes CorporationPS Web Solutionsrapid PayCardReplicon Inc

Safeguard GlobalSALT Payroll ConsultantsSociety for Human Resource ManagementSOLE FinancialSumTotal Systems LLCSymmetry SoftwareThomas amp CompanyTimeClock PlusTIMECOUS BankuConfirmUltimate SoftwareUSCIS - Verification DivisionVeriSafe JobsVillanova UniversityWD PensionmarkWise Consulting Associates IncWorkday IncWorkForce Software

2019 Congress Exhibitors

WEDNESDAY MAY 15Expo and Global Pavilion Grand Opening and Cocktail Reception 315 pm ndash 630 pm

THURSDAY MAY 16Expo and Global Pavilion Open1145 am ndash 730 pm

SPECIAL EVENTS Networking Lunch 1145 am ndash 1245 pm

Cocktail ReceptionDinner 500 pm ndash 730 pm

Costume Contest Exhibitor Prize Drawings 630 pm ndash 730 pm

FRIDAY MAY 17Expo and Global Pavilion Open930 am ndash 1100 am

SPECIAL EVENTS Exhibitor Prize Drawings 1030 am ndash 1100 am

WELCOME to the Worldrsquos Largest Payroll Expo

As of press timepaycon

As one of Congressrsquo most anticipated features the Expo is the center of the Congress hub Over 100 exhibitors come together here to share information and connect with the payroll professional community Home to the Global Payroll Pavilion and the Technology Solutions Stage the Expo is the place to be to learn about cutting-edge technologies tools resources and trends affecting the payroll industry

11

Gold Level

SilverLevel

Platinum Level

Diamond Level

Sapphire Level

As of press time

wwwAPAcongresscom

Have You Heard About The Movement

NetworkingCongress OrientationAttending for the first time Give the Congress Orientation Session top priority Presented by Congress veterans yoursquoll get important information plus valuable tips on making the most out of your Congress experience Plan to attend one of two sessions offered on Monday May 13 500 pm ndash 530 pm or Tuesday May 14 100 pm ndash 130 pm

Chapter Exchange ReceptionJoin other payroll professionals from over 120 active APA chapters across the country at this annual networking event APArsquos Board of Advisors will also be on hand to meet you at this highly anticipated event on Wednesday May 15 630 pm ndash 800 pm

Sponsored by

Chapter PictorialsVideo monitors throughout the convention center will showcase all of the creative and colorful local chapter pictorial presentations that were entered in the 2019 Chapter Pictorial Contest Each unique photo montage slide show reflects the activities and events APArsquos individual chapters participated in throughout 2018

Social Media CongressExpand your network and meet social media enthusiasts at the Congress Tweet Up Monday May 13 630 pm ndash 730 pm Need some social media training Stop by the Tweet Up or meet up at the APA booth during the Expo Cocktail Receptions on Wednesday and Thursday to learn how to expand your online network Be sure to use paycon on your social media posts

Events Annual Business MeetingHeld on Tuesday May 14 800 am ndash 930 am the American Payroll Associationrsquos Annual Business Meeting is open to all association members

Awards CeremoniesMembers are the lifeblood of the APA The success of the association and the advancement of the payroll profession are not possible without the efforts of our volunteers APA will honor these exceptional achievers in special awards ceremonies throughout the week

Chapter AwardsThe Chapter Contest Awards will be announced during the Chapter Exchange Reception on Wednesday May 15 630 pm ndash 800 pm Be there to hear about all of the chaptersrsquo success and hard work and see who will win the coveted Chapter of the Year Award Letrsquos celebrate all of the 2018 chapter accomplishments

Be an MVPPut your competitive spirit into high gear at this yearrsquos costume contest Deck yourself out as a favorite icon from the world of competitions Whether yoursquore inspiring or wacky your creative costume will be one for the books Plan your costume as an individual duo or group for one of the following categories

❯ All-Star Athlete

❯ Most Memorable Reality TV Show Competitor

❯ Ultimate Record Breaker

❯ Cheer Champion

Judging will take place during the Expo Cocktail Reception and Dinner on Thursday May 16 at 630 pm

Resources New WorkshopsThis year weve included more new workshops than ever before Over 50 new titles have been integrated into the educational lineup Look for the rsaquo icon next to the titles on pages 15-18

12 paycon

Federal Government Executive General SessionHear from key players in the current administration at this yearrsquos Federal Government Executive General Session on Friday May 17 at 800 am You wonrsquot want to miss this discussion of the issues that impact payroll management and how they are working to implement change

Leadership Excellence Series Shirley Davis PhD CSP SPHR SHRM-SCP

Join Dr Shirley Davis for the popular Leadership Excellence Series of workshops where yoursquoll explore such topics as ldquoThe Power of Your Personal Brandrdquo ldquoInclusive Leadershiprdquo ldquoStrategies for Leading a Culture Transformation in Your Organizationrdquo and ldquoBuilding Beneficial Business

Relationshipsrdquo Attend two double sessions when you choose this track and earn 6 RCHs and a Certificate of Completion

Worlds Largest Payroll ExpoWherersquos the best place to learn about the latest in payroll products technologies and tools The Expo Be there on Wednesday May 15 for the Grand Opening and Cocktail Reception See page 10 for a schedule of other Expo events

Global Payroll Management ForumThe Global Payroll Management Institutersquos 4th Annual Global Payroll Management Forum is provided in tandem with APArsquos 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 worldrsquos largest payroll Expo including a Global Pavilion of payroll service providers and solutions Go to GPMInstitutecom for more information

Congress AppDownload the free Congress 2019 app to view the latest schedule look up details on speakers and sessions search for Expo information message other attendees and much more

Sponsored by

Congress TodayCongress Today is the award-winning printed magazine and blog combo that provides timely news stories on conference events and photo coverage to enhance your Annual Congress experience Use this important onsite resource ndash both in print and online at CongressTodayorg ndash for your Congress news and highlights

Sponsored by

Spouse and Guest Information MeetingAll guests of registered participants are invited to a special spouse and guest program on Tuesday May 14 400 pm ndash 500 pm To help guests make the most of their stay in the Long Beach area representatives from local attractions will share highlights from some of the cityrsquos most popular sites

Earn up to 255 CPE CreditsCPAs can earn up to 255 CPE credits for attending each applicable General Session and workshop sessions

Recertification Credit HoursFPC and CPP designation holders can earn up to 255 RCHs for attending this conference and up to an additional 15 RCHs for attending Virtual Congress Virtual Congress is included with your All-Access Congress registration See page 23 for additional details

Professional Development LoungeMeet the newest addition to APAs Congress resources the Professional Development Lounge Focusing on both personal and professional development to the extreme this designated area features career experts on hand to show you how to enhance your resume and social media presence You can also meet with an APA staffer to update your member profile Stop by to enjoy beverages and snacks from Bogartrsquos Concession Stand and networking with colleagues while gaining some valuable professional insight For more information on the Professional Development Lounge go to apacongresscom

Congress RegistrationAll Congress attendees who purchase an All-Access Pass will also receive a Virtual Congress registration NEW for 2019 ndashColleagues and Non-Members purchasing an All-Access Pass will receive a Virtual Congress registration AND a 1-year APA membership

13wwwAPAcongresscom

NEW

THOUGHT LEADERSHIP Significant return on investment and overcoming industry challenges with specific product solutions is the focus of the Thought Leadership track These educational sessions showcase how organizations implemented specific solutions that positively impacted their bottom line

PAYROLL PROCESSINGThis essential track presents topics critical to the efficient operation of the payroll process Subjects range from internal controls to electronic payment methods and reconciliations

PAYROLL COMPLIANCE TOOLSIs your goal to have a penalty-free payroll In this track you will learn how to identify compliance issues and resolve them before your organization is subject to penalties

WAGE PAYMENTS AND DEDUCTIONSThis track presents topics critical to ensuring that employees are paid accurately Subjects range from regular rate of pay and handling overpayments to child support and other mandatory deductions

US TAXATION AND FORMSThis track presents topics essential to the understanding of US payroll taxation and reporting compliance Subjects range from third-party sick pay to multi-state taxation

GOVERNMENT AFFAIRSThis track is for professionals involved in maintaining compliance These sessions provide a thorough review of legislative and regulatory updates explore the expansion of electronic forms filing and reporting and include the latest from the IRS SSA DOL and other government agencies

INDUSTRY SPECIFIC FORUMSAre you in a special industry or have a special interest These forums discuss the hot topics and the unique issues of special interest to practitioners in a variety of trades and industries

BENEFITS AND COMPENSATIONThis track is for professionals looking for best practices and trends in the field of benefits and compensation including the latest on fringe benefits stock options cafeteria plans and nonqualified deferred compensation plans

14

Education Tracks oer 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

EXECUTIVEThis 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

GLOBAL FORUMS These forums explore a wide spectrum of payroll taxation and related issues from a global perspective Topics include paying nonresident aliens foreign nationals and expatriates international employee data privacy and global risk management

GLOBAL PAYROLL COUNTRY-BY-COUNTRY Is your organization expanding globally In this track you will learn the wage and hour and taxation requirements of selected countries

EXPATRIATE PAYROLLSAre you paying US citizens or resident aliens working outside of the United States This track will provide you the information to ensure you are taxing and reporting wages and fringe benefits correctly You will learn when to withhold and report income social security and Medicare taxes

ACCOUNTS PAYABLEThis is the essential track for accounts payable professionals and anyone who interfaces with AP These sessions cover processes and practices critical to a successful accounts payable operation Topics include Forms 1099-MISC and W-9 as well as internal controls automation and technology

TECHNOLOGYThis track is designed for IT HRIS and payroll professionals and those who interact with them These sessions cover the latest technology such as paycards electronic forms and self-service Internet portals as well as information security and emerging technology trends

ORGANIZATION AND PERSONAL MANAGEMENTFor anyone seeking insights and perspective on a range of timely issues This track offers vast options for enhancing your interpersonal skill set furthering your professional development expanding your leadership potential and advancing your career

LEADERSHIP EXCELLENCE SERIESA premier professional development track for all leaders and those who aspire to become leaders By attending all of the workshops in this track you will earn a Certificate of Completion

APA TOOLSAre you looking to get involved with the APA gain knowledge about our tools and resources or preparing to become certified Workshops in this track will offer a variety of sessions covering volunteering eLearning eBooks and certification

paycon

Have You Heard About The Movement

15

Payroll Processing

rsaquo How to Establish a Shared Services Center

rsaquo How to Reconcile and Reassure Your Executivesrsquo Total Pay

bull IRSSSA Reconciliations What You Donrsquot Know Can Hurt You

bull Mergers and Acquisitions Advanced

bull Payroll Accounting How Important Is It

rsaquo Payroll Processing In-House or Outsourced How to Determine What Model Is Right for Your Organization

bull Perform a Root Cause Payroll Analysis Take Your Payroll Department to the Next Level

bull The Infamous Rules Behind Direct Deposit and Same-Day ACH

bull Compliance Research How to Find Answers and Communicate to Management

bull Keep It All Together Keep It All Straight Payroll Record Keeping Requirements

bull Secrets of a Successful Year-end

bull The 10 Most Common Payroll Pitfalls

bull The Basics of Payroll Reconciliations

bull California Payroll Panel Discussion of CA Experts Addressing Updates Issues and Your Questions

bull e-IWO The Journey to Paperless Child Support Orders and More Begins Here

bull Garnishments Levies Student Loans and More

rsaquo How the Daily Pay Movement Will Impact Payroll As We Know it

bull Managing Termination Pay

bull Overpayments What Can We Do

rsaquo Overtime Under FLSA Regular Pay vs Regular Rate of Pay ndash Are You Calculating Correctly

bull Telecommuting Wage and HourTaxation Issues

Payroll Compliance Tools

Wage Payments and Deductions

bull The Nuts and Bolts of Child Support

bull Understanding Calculations From Basic to Complex

rsaquo Wage and Hour Rules ndash Federal State and Local Requirements

bull Wages Owed to Deceased Employees

bull White Collar Exemptions Under the FLSA

rsaquo A Day in the Life of a Payroll Professional Dealing With Complex Union Payrolls

rsaquo A Post-Tax Reform Overview of State Tax Withholding Changes

bull An Introduction to Multi-State Taxation

rsaquo Avoiding IRS Penalties the Successful Way

rsaquo Combating Fraudulent Authorizations

bull Controlling Employer Factors to Keep SUI Rates Low

bull Correcting the W-2 Form W-2c to 941-X and More

rsaquo How Employer Reporting Requirements are Expanding Current Legislative and Regulatory Trends

bull Introduction to Stock and Stock Option Plans

bull Local Income Tax in Indiana and Ohio

bull Local Income Tax in Pennsylvania

rsaquo Nexus How It Impacts Your Payroll

rsaquo Putting Smart Intelligence to Work for You

rsaquo Tax Notice Compliance ndash Taming the Tax Notice Tiger

rsaquo What Does the 2020 Form W-4 Mean to Payroll and Employees

bull When Does a Visa Impact Withholding

US Taxation and Forms

Visit APAcongresscom for complete workshop descriptions and the weeks schedule Over 50 new workshops (indicated by the rsaquo symbol) have been added this year

wwwAPAcongresscom

16

rsaquo Fair Scheduling Laws Ease the Burden on Payroll

bull Nonqualified Deferred Compensation Plans Advanced

bull Nonqualified Deferred Compensation Plans Basic

bull Paid Sick Leave From Perk to Mandate

rsaquo Payroll and 401(k) ndash Outsourcing Simplify and Protect

bull State and Local Taxation of Stock Options and Other Equity-Based Awards

bull Stock Options and Equity Compensation Plans Advanced

bull Taxable and Nontaxable Fringe Benefits Part 1

bull Taxable and Nontaxable Fringe Benefits Part 2

bull Advanced Career-Building Speaking Skills

rsaquo Building a Successful Business Case to Invest in You

bull Business Continuity Planning Itrsquos Not Just Disaster Recovery Anymore

bull Change Management Strategies to Ensure Successful Projects

bull Executive Compensation Audits What Is the IRS Looking At

bull How to Use Lean Tools to Eliminate Waste in Payroll Operations

bull HRPayrollTime Metrics Turning Data Into Meaningful Information

bull Innovative Best Practices of Prism Award Winners

bull Managing Vendor Partnerships Worldwide

bull Payroll Strategies for Success

rsaquo Process Improvement Through Problem Solving An Eight-Step Process

bull Quality Enhancements for Payroll

bull Six Sigma and Lean Practices Promote Success on Your Payroll Journey

rsaquo The Psychology of Change Management More Than Simply Communicating the Change

bull DOL Investigation How Would You Stack Up

bull Forum on Federal Payroll Issues Part 1

bull Forum on Federal Payroll Issues Part 2

bull Legislative Outlook and APA Lobbying 1

bull Legislative Outlook and APA Lobbying 2

bull State and Local Payroll Key Developments and Research Tools

bull Therapy 101 Form I-9 and E-Verify

bull Top 10 Things You Need to Know About Employment Tax

bull Using the Internet for Federal State and Local Payroll Research

bull Whats Old and New at SSA

rsaquo Agricultural Payroll Issues Challenges and Best Practices

bull Challenges of Health Care Industry Payroll

rsaquo Change Management for Shared Service Environments

bull FLSA Issues in the Government Sector

rsaquo Government Sector Best Practices ndash Fringe Benefits Time amp Attendance 457b and 403b Plans

bull How Payroll Service Providers Interact and Partner With the IRS

bull Manufacturing Industry Roundtable

bull Payroll for Higher Education Institutions

bull Payroll in the Hospitality Industry

bull The One-Person Payroll Department

rsaquo Tips and Tricks for Selecting Payroll Service Vendors and Systems

Executive

Benefits and Compensation

Industry Specific Forums

Government Aairs

paycon

17

Global Forumsbull Business Traveler Considerations for Payroll and

Corporate Tax Departments

bull Can You Asup2ord the Global Payroll Compliance Risk

rsaquo Esup2ectively Capturing Reporting and Reconciling Equity Income Globally

rsaquo GDPR ndash Next Steps Audits and Process

rsaquo Global Money Moving Mania

bull Global Strategic Alignment for HR and Payroll Professionals

rsaquo Inclusion and Diversity (IampD) The Natural Synergies Between IampD Initiatives and Global Mobility

bull Insights on Brexit

bull Introduction to US Nonresident Alien Tax Withholding

bull Nonresident Alien Taxation and Withholding for J-1 Exchange Visitors and F-1 Students

bull Payroll Edge Global Payroll Project Management

rsaquo Standardizing Global Payroll Processes

bull The State of Global Payroll Facts Fears and the Future for Your Organization

bull Understanding Tax Treaty Benefits and Limitations

bull Winning Globally Discovery Strategy Governance Part 1

bull Winning Globally Selecting a Payroll Delivery Model for Your Organization Part 2

bull Canadian Payrolls Nontaxation Issues

bull Canadian Payrolls Taxation Issues

bull Paying in the UK

bull Payroll in Australia

rsaquo Payroll in Brazil

rsaquo Payroll in China and Hong Kong

bull Payroll in France

rsaquo Payroll in Malaysia and Singapore

rsaquo Payroll in Mexico

bull Payroll in South Africa

rsaquo Payroll in Sweden and Norway

Expatriate Payrolls

rsaquo Esup2ectively Operating Shadow Payrolls

bull Expatriate Payroll 101 Everything You Need to Know to Get Started

bull Expatriate Payrolls Advanced

bull Understanding the Tax Equalization and Tax Protection Process

bull AP Accounting and Month-End Accruals

bull AP Internal Control and Auditing Techniques

bull Form 1099-MISC Reporting Federal and State Requirements

bull PayrollAP Best Practices What Does This Really Mean

bull Unclaimed Property Reporting What You Need to Know

bull Understanding Payments to Foreign Workers

bull Worker Classification Issues

rsaquo Blockchain Mobile Payments and the Future of Payroll Administration

rsaquo Cybersecurity Into the Breach

rsaquo DigihellipWhat How to Prepare and Implement a Digitalization Strategy

rsaquo Is HCM Integration for You

rsaquo Moving Payroll to the Cloud Whats Next (v 20)

rsaquo New System Implementation Checklist and Best Practices

bull Paperless Pay Compliance in 50 States

bull Payroll Card Program Best Practices

bull Payroll Fraud Detect Deter Defend

bull Preparing and Analyzing Requests for Proposal

bull Future Trends in Time and Attendance

bull Top 10 Cybersecurity Concerns That Businesses Always Ask About

bull What Every Payroll Professional Needs to Know About Emerging Payroll Technologies

Global Payroll Country by Country

wwwAPAcongresscom

Accounts Payable

Technology

Thought Leadership

rsaquo Building Strong Careers Using SMART Goals

bull Canrsquot Get That Project Completed Get an Intern

bull Developing a Cohesive Team

bull Documenting Your Procedures and Processes

bull Emotional Intelligence

rsaquo Ethics in Payroll

bull Exceptional Customer Service for Payroll Professionals

rsaquo How to Gain Power at Work When You Have None

rsaquo How to Successfully Manage a Payroll of Any Size

bull How to Turn a Payroll Disaster Into a Payroll Win

rsaquo Implementing a New Tool Start With Best Practices

rsaquo Leading During Crisis Workplace Violence

bull Letrsquos Talk Giving Feedback

bull Mentoring and Making It Work for Everyone

bull Metrics How to Begin to Tell Your Story

rsaquo Millennial Leadership

bull Myths Misconceptions and Untruths of Payroll

bull Organizational Culture The Make-or-Break Factor in Hiring and Retention

bull Payroll Best Practices Recap

bull Payroll Consulting as a Career Is It Right for Me

bull Process Mapping Driving Process Improvement

bull Selling Yourself and Your Ideas

bull Stand Up Speak Out Career Success

rsaquo Strategies for Getting a Seat at the Table and Making It Count

bull The Edge of Communication

rsaquo The Importance of Esup2ective Listening

bull The Perfect Partnership Payroll and Human Resources

bull Tips for Project Management

rsaquo Who Wants to Be a Millionaire

bull You Have Reached Your Peak Now What

Organization and Personal Management

18 paycon As of press time

bull Hotline Referral Committee Meeting

bull Make a Disup2erence Through Volunteer Committees

bull Payroll Source Plus Demonstration and QampA

bull PayTrainreg Payroll Training at Your Command

rsaquo Power Up Your Chapter to Increase Member Participation

bull Prepare Yourself for the FPC and CPP Exams

bull Social Media Best Practices for Payroll Professionals

bull Talent Management Through Payroll Assessments

rsaquo Writing Questions for the FPC and CPP Exams

bull How the Daily Pay Movement Will Impact Payroll as We Know It

rsaquo How to Break Up With Excel (But Stay Friends)

bull Introducing the 2019 Deloitte Payroll Benchmarking Survey

bull Leveraging Todays Technology for Payroll Operations

rsaquo Payroll at the Heart of Finance and HR

bull Payroll Change Management A Step-by-Step Guide

rsaquo Why Speed Accuracy and Choice Matter in Payroll Payments for the Young Workforce

Double Sessionrsaquo The Power of Your Personal Brand

rsaquo Inclusive Leadership ndash New Mindsets Models and Required Competencies for Workforce 2030

Double Sessionrsaquo Strategies for Leading a Culture Transformation in Your Organization

rsaquo Building Beneficial Business Relationships

Leadership Excellence Series

APA Tools

Sponsored by

THURSDAY MAY 16 | 730 PM ndash 1130 PM

After paying on the edge join us for an evening of playing on the edge

at this yearrsquos after-hours event Get competitive with your colleagues

and prove that you are the Most Valuable Payer Participate in exciting

activities that will test your skills or join DJ Shai on the dance floor

either way there is something for everyone to celebrate their own

unique competitive edge

Check out the costume categories at APACongresscom or on page 12

19wwwAPAcongresscom

Your Congress registration includes a 1-year APA Membership

(for Colleagues and Non-Members)

Additional Item Available for Purchase Expo Cocktail ReceptionDinner and Party Thursday May 16 $100 per guest (Must be 21 or older to attend)

For Registration Questions Call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT or Email APAamericanpayrollorg

Register Online wwwAPAcongresscom

Register today at wwwamericanpayrollorgvirtual-congresshtml

Enjoy your NEW APA Membership with your Congress registration

RESOURCESIndustry publications and breaking payroll news and updates

EDUCATIONMember discounts on all payroll training classes conferences webinars web-based programs online training and all APA publications

SUPPORTNetworking with over 20000 members through local chapters special events and social networking communities

ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS

ALL-ACCESS PASS(5 Days + Virtual Congress)

$530$1060$1590MEMBER $1900

NANANACOLLEAGUE $2050

$675$1350$2025NON-MEMBER $2120

20 paycon

Not attending CongressYou can still register to attend the Virtual Congress amp Expo

Member $225Non-Member $495

Event Code 19CONGRS Fees

All-Access Pass includes Congress registration and Virtual Congress registration Colleagues and Non-Members also receive a 1-year APA Membership

MEMBER $1900COLLEAGUE $2050NON-MEMBER $2120

Three-Day PassMEMBER $1590COLLEAGUE NANON-MEMBER $2025

Two-Day PassMEMBER $1060COLLEAGUE NANON-MEMBER $1350

One-Day PassMEMBER $530COLLEAGUE NANON-MEMBER $675

Guest Registration

Expo Cocktail ReceptionDinner and Party on May 16 $100 per guestGuest Name ____________________________ Guest Name ____________________________ $ _________

Registration Amount All-Access Pass One-Day Pass Two-Day Pass Three-Day Pass Days Attending ___________________

$ _________

Total Payment $ _________

37th Annual Congress ndash Registration Form Register and make housing reservations at wwwAPAcongresscom

Name Ms Mr _________________________________________________

Title _________________________________________________________________

Organization _________________________________________________________

Street Address ________________________________________________________

City __________________ StateProvince ________ Country _____________

Zip + 4-digitPostal Code ______________________________________________

Telephone ____________________________________________________________ (AreaCountry Code)

Fax __________________________________________________________________

(AreaCountry Code)

Email ________________________________________________________________ (For official APA communications registration confirmations Payroll Currently and PAYTECH-Digital)

Please indicate if you are CPA PA (For NASBA reporting purposes)

Global Payroll Management Institute Subscriber Yes No

Needed for New Member Enrollment Birth date ______ ______ ______

I am an APA MEMBER

Memberrsquos ID __________________________________________________ (Update your contact information at wwwAPAcongresscom)

I am a COLLEAGUE of an APA MEMBER (at the same street address)

Colleaguersquos ID ______________________________________________________

Memberrsquos Name ______________________________________________________

Memberrsquos ID _______________________________________________________

I am NOT an APA Member or Colleague

Special Dietary Request Vegetarian Gluten-Free Kosher Peanut Allergy

Dairy Allergy Halal Shellfish Allergy Vegan

I have read the additional info for onsite meal requests found on page 22

All Attendees Please Complete This SectionIn case of emergency contact

Name ________________________________________________________________

Relation to Attendee ___________________________________________________

Daytime Phone _______________________________________________________

Evening Phone________________________________________________________

I will be staying at this hotel ___________________________________________

For Office Use Only Date ________________ Order _________________ Batch _______________ Group ________________ Check _______________ CP _________________ Total $ ________________

Registrant Information

Consent to Use Your Photograph and Contact Info By registering for this program you are granting official conference photographers permission to photograph you and publish photos in APA publications social media and marketing materials In addition by attending or speaking at this conference you are granting APA permission to make your contact information available to our sponsors who may choose to market their products and services to you via email fax telephone mail or other means

Virtual Congress amp Expo Not attending Congress in Long Beach Register for Virtual Congress amp Expo at wwwamericanpayrollorgvirtual-congresshtml

E M T 9 VLast updated 040419

1

I agree to the cancellation policies found at wwwamericanpayrollorg

PURCHASE ORDER ____________________________________________________ (for government agenciesuniversities only)

Make CHECK payable and mail to American Payroll Association

co Customer Service660 North Main Avenue Suite 100

San Antonio TX 78205-1217

If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of the event

Payment Information

Order Form

Payment in US dollars must accompany registration formCurrency Converter wwwxecom

Three Enrollment Options Online Fax MailwwwAPAcongresscom (210) 224-6038 To address below I authorize the American Payroll Association to CHARGE my American Express Discover MasterCard Visa

Card is Corporate Personal

Card ____________________________________________________________

Exp Date ______________________________ CVV Code __________________

Name on credit card ________________________________________________

Signature of cardholder ______________________________________________

3

2

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 5: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

THURSDAY MAY 16❯ 700 am ndash 1200 pm RegistrationCheck-in

❯ 800 am ndash 930 am Workshop Session 8

❯ 800 am ndash 1000 am Professional Development Lounge

❯ 1000 am ndash 1145 am General Session

INTRODUCTORY REMARKS Dan Maddux Executive Director American Payroll Association

SPECIAL PRESENTATION Say What Communicating Around the World Jason Low CPS Head of TAPS The Association for Payroll Specialists Tim Kelsey MCIPP AIPA Owner Kelsey Payroll Services

KEYNOTE Vivek Wadhwa ldquoAdvancing Technologies and Trillion-dollar Opportunitiesrdquo

Sponsored by

❯ 1145 am ndash 230 pm Expo and Global Pavilion Open

❯ 1145 am ndash 1245 pm Expo and Global Pavilion Networking Lunch

Sponsored by

❯ 215 pm ndash 345 pm Workshop Session 9❯ 400 pm ndash 530 pm Workshop Session 10

❯ 500 pm ndash 730 pm Expo and Global Pavilion Cocktail Reception and Dinner

❯ 630 pm ndash 730 pm Costume Contest and Exhibitor Prize Drawing

❯ 730 pm ndash 1130 pm PAY on the Edge PLAY on the Edge Party

Sponsored by

FRIDAY MAY 17❯ 700 am ndash 1200 pm RegistrationCheck-in

❯ 800 am ndash 930 am Federal Government Executive General Session

❯ 930 am ndash 1100 am Expo and Global Pavilion Open

❯ 1100 am ndash 1230 pm Workshop Session 11

❯ 1245 pm ndash 215 pm Awards Luncheon

Sponsored by

GUEST SPEAKERS Carolyn Huse CPP 2018 Payroll Woman of the Year Gary Lynch CPP 2018 Payroll Man of the Year

❯ 200 pm ndash 400 pm Professional Development Lounge

❯ 230 pm ndash 400 pm Workshop Session 12

❯ 415 pm ndash 545 pm Closing General Session

KEYNOTE Jepound Civillico ldquoThe Power of the Pivotrdquo

Sponsored by

SATURDAY MAY 18❯ 800 am ndash 930 am Workshop Session 13

❯ 945 am ndash 1115 am Workshop Session 14

5wwwAPAcongresscom

Have You Heard About The Movement

6

ldquoReleasing Leadership BrilliancerdquoWhile organizations today face many challenges the greatest challenge is tapping into the talents of employees so they become ldquoassets with facetsrdquo To contribute to the success of your clients your partners within the organization and your team you must first know how to bring out the best in yourself Best-selling author and renowned teacher Simon T Bailey will explain that team members who are self-motivated productive and engaged in their work are not only able to bring out personal brilliance but are able to bring out the brilliance in others as well Operating in their ldquoBrilliant Zonerdquo they release brilliance in their teams and reach out to the brilliance in their organizational partners bringing about higher levels of performance

FOS Personal Development10 CPE credit10 RCH

SIMON T BAILEY MA CSP CPAETUESDAY OPENING GENERAL SESSION

Sponsored by

Sponsored by

paycon

JEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICODirect from his show on the Las Vegas Strip entertainer and comedian Jeff Civillico is headed to Congress in Long Beach Jeffrsquos crazy antics and talents will entertain you all week with games designed to keep you on the edge achieve maximum audience interaction and produce loads of laughter

CONGRESS ENTERTAINMENT amp INFOTAINMENT

ldquoLife Is Much Too Serious to Be Taken SeriouslyrdquoIn this funny and poignant presentation singer and actress Vicki Lawrence shares the story of her life a story of fun and comedy that includes how she met Carol Burnett how Mama came to be and how she ldquobecame a natural redheadrdquo Vicki will discuss the challenges and rewards of being a working mom as well as a more difficult time in her life when her talk show was canceled and she battled with depression With the belief that laughter is the best medicine Vicki will share how she overcame these challenges with her personal mantra ldquoLife is much too serious to be taken seriouslyrdquo

Not eligible for CPE credits or RCHs

VICKI LAWRENCEWEDNESDAY LUNCHEON

JEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOldquoThe Power of the PivotrdquoWhen yoursquore faced with an obstacle at home or at work what do you do Do you allow that challenge to drain your energy or do you keep moving forward and pivot through the challenge to emerge stronger Personal and professional development can seem daunting We assume massive amounts of life-changing action is required to improve ourselves and our jobs More often than not whatrsquos required is actually a series of pivots Pivots are small changes that are made while staying grounded to who we are Jeff will share how he pivoted his way from performing juggling shows in his kitchen after dinner as a child to having a successful career in the cutthroat entertainment industry with his own award-winning headline show in Las Vegas multiple TV projects and a national nonprofit

FOS Personal Development10 CPE credit10 RCH

FRIDAY CLOSING GENERAL SESSION

7wwwAPAcongresscom

Sponsored by

8 paycon

ldquoConvergence Disruption and Opportunity How Existing Industries Will Be Disrupted and New Trillion-dollar Industries Will EmergerdquoIn the next five to ten years this will affect practically every industry Very few companies on todays Fortune 500 list will be on that list by the early 2020s They will go the way of Blockbuster Kodak RIM Compaq and Nokia This is not all bad news because disruption creates opportunities New industries will emerge and companies that lead the change will have the trillion-dollar market capitalizations

FOS Information Technology10 CPE credit10 RCH

Vivek Wadhwa is a Distinguished Fellow at Harvard Law School and Carnegie Mellon Universitys College of Engineering at Silicon Valley and has held appointments at Duke University Stanford Law School Emory University and Singularity University He has been featured in thousands of articles in publications worldwide including The Wall Street Journal The Economist Forbes The Washington Post The New York Times US News amp World Report and Science Magazine and has made many appearances on US and international TV stations including CBS60 Minutes PBS CNN ABC NBC CNBC and the BBC Based in Silicon Valley Professor Wadhwa researches exponentially advancing technologies that are soon going to change our world

VIVEK WADHWATHURSDAY GENERAL SESSION

Academic Author and Entrepreneur

Cant stay for the whole weekSign up for a single day pass and join us for any of the four days that is most convenient for you See page 20 for details

Have You Heard About The Movement

Sponsored by

9

Gary Lynch CPP 2018 Payroll Man of the Year

Jason Low CPS Head of TAPS The Association of Payroll Specialists

Jodi Parsons CPPPresidentAmerican Payroll Association

John Raguz CPPImmediate Past PresidentAmerican Payroll Association

Carolyn Huse CPP 2018 Payroll Woman of the Year

Tim Kelsey MCIPP AIPA OwnerKelsey Payroll Services

wwwAPAcongresscom

As we progress toward the future communication across cultural lines will become everyday reality Jason Low CPS and Tim Kelsey MCIPP AIPA will share their first-hand experiences with linguistic and behavioral styles to highlight daily interactions you may face as you communicate with people from different cultures By understanding these formalities youll be prepared for successful intercultural communication and collaboration

Say What Communicating Around the WorldTHURSDAYS SPECIAL PRESENTATION

10

Accountemps and Robert Half Finance amp AccountingADP LLCAllpoint NetworkAMGtimeAOA MedicalAPA Solutions CenterBloomberg TaxBlue Marble Global PayrollBranchBrinks MoneyBusiness Software IncCanadian Payroll Association TheCeridianChetu IncCIC Plus IncCMI Time Management ComdataD2Xchange LLCDailyPay Inc

DMA - DuCharme McMillen amp Associates IncEmptechEquifax Workforce SolutionsFBAFBG HoldingsFMP GlobalGreenshades SoftwareGrosvenor Technology LLCGT Global TrackerHampR BlockHigh Line CorporationHIREtechHuman Resource Executive (HRE)Huntington Business Systems InciiPayImmedisInsurePayIOIPayiSolved

JAT SoftwareJobingcomKronos IncorporatedLTtax IncMasterTax LLCMillennium Trust CompanyMoney Network A First Data CompanyNeeyamo IncNetSpend CorporationNGA Human ResourcesNOVAtime Technology IncOffice of Child Support EnforcementOneSource VirtualPaychex IncPayTrainregHolmes CorporationPS Web Solutionsrapid PayCardReplicon Inc

Safeguard GlobalSALT Payroll ConsultantsSociety for Human Resource ManagementSOLE FinancialSumTotal Systems LLCSymmetry SoftwareThomas amp CompanyTimeClock PlusTIMECOUS BankuConfirmUltimate SoftwareUSCIS - Verification DivisionVeriSafe JobsVillanova UniversityWD PensionmarkWise Consulting Associates IncWorkday IncWorkForce Software

2019 Congress Exhibitors

WEDNESDAY MAY 15Expo and Global Pavilion Grand Opening and Cocktail Reception 315 pm ndash 630 pm

THURSDAY MAY 16Expo and Global Pavilion Open1145 am ndash 730 pm

SPECIAL EVENTS Networking Lunch 1145 am ndash 1245 pm

Cocktail ReceptionDinner 500 pm ndash 730 pm

Costume Contest Exhibitor Prize Drawings 630 pm ndash 730 pm

FRIDAY MAY 17Expo and Global Pavilion Open930 am ndash 1100 am

SPECIAL EVENTS Exhibitor Prize Drawings 1030 am ndash 1100 am

WELCOME to the Worldrsquos Largest Payroll Expo

As of press timepaycon

As one of Congressrsquo most anticipated features the Expo is the center of the Congress hub Over 100 exhibitors come together here to share information and connect with the payroll professional community Home to the Global Payroll Pavilion and the Technology Solutions Stage the Expo is the place to be to learn about cutting-edge technologies tools resources and trends affecting the payroll industry

11

Gold Level

SilverLevel

Platinum Level

Diamond Level

Sapphire Level

As of press time

wwwAPAcongresscom

Have You Heard About The Movement

NetworkingCongress OrientationAttending for the first time Give the Congress Orientation Session top priority Presented by Congress veterans yoursquoll get important information plus valuable tips on making the most out of your Congress experience Plan to attend one of two sessions offered on Monday May 13 500 pm ndash 530 pm or Tuesday May 14 100 pm ndash 130 pm

Chapter Exchange ReceptionJoin other payroll professionals from over 120 active APA chapters across the country at this annual networking event APArsquos Board of Advisors will also be on hand to meet you at this highly anticipated event on Wednesday May 15 630 pm ndash 800 pm

Sponsored by

Chapter PictorialsVideo monitors throughout the convention center will showcase all of the creative and colorful local chapter pictorial presentations that were entered in the 2019 Chapter Pictorial Contest Each unique photo montage slide show reflects the activities and events APArsquos individual chapters participated in throughout 2018

Social Media CongressExpand your network and meet social media enthusiasts at the Congress Tweet Up Monday May 13 630 pm ndash 730 pm Need some social media training Stop by the Tweet Up or meet up at the APA booth during the Expo Cocktail Receptions on Wednesday and Thursday to learn how to expand your online network Be sure to use paycon on your social media posts

Events Annual Business MeetingHeld on Tuesday May 14 800 am ndash 930 am the American Payroll Associationrsquos Annual Business Meeting is open to all association members

Awards CeremoniesMembers are the lifeblood of the APA The success of the association and the advancement of the payroll profession are not possible without the efforts of our volunteers APA will honor these exceptional achievers in special awards ceremonies throughout the week

Chapter AwardsThe Chapter Contest Awards will be announced during the Chapter Exchange Reception on Wednesday May 15 630 pm ndash 800 pm Be there to hear about all of the chaptersrsquo success and hard work and see who will win the coveted Chapter of the Year Award Letrsquos celebrate all of the 2018 chapter accomplishments

Be an MVPPut your competitive spirit into high gear at this yearrsquos costume contest Deck yourself out as a favorite icon from the world of competitions Whether yoursquore inspiring or wacky your creative costume will be one for the books Plan your costume as an individual duo or group for one of the following categories

❯ All-Star Athlete

❯ Most Memorable Reality TV Show Competitor

❯ Ultimate Record Breaker

❯ Cheer Champion

Judging will take place during the Expo Cocktail Reception and Dinner on Thursday May 16 at 630 pm

Resources New WorkshopsThis year weve included more new workshops than ever before Over 50 new titles have been integrated into the educational lineup Look for the rsaquo icon next to the titles on pages 15-18

12 paycon

Federal Government Executive General SessionHear from key players in the current administration at this yearrsquos Federal Government Executive General Session on Friday May 17 at 800 am You wonrsquot want to miss this discussion of the issues that impact payroll management and how they are working to implement change

Leadership Excellence Series Shirley Davis PhD CSP SPHR SHRM-SCP

Join Dr Shirley Davis for the popular Leadership Excellence Series of workshops where yoursquoll explore such topics as ldquoThe Power of Your Personal Brandrdquo ldquoInclusive Leadershiprdquo ldquoStrategies for Leading a Culture Transformation in Your Organizationrdquo and ldquoBuilding Beneficial Business

Relationshipsrdquo Attend two double sessions when you choose this track and earn 6 RCHs and a Certificate of Completion

Worlds Largest Payroll ExpoWherersquos the best place to learn about the latest in payroll products technologies and tools The Expo Be there on Wednesday May 15 for the Grand Opening and Cocktail Reception See page 10 for a schedule of other Expo events

Global Payroll Management ForumThe Global Payroll Management Institutersquos 4th Annual Global Payroll Management Forum is provided in tandem with APArsquos 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 worldrsquos largest payroll Expo including a Global Pavilion of payroll service providers and solutions Go to GPMInstitutecom for more information

Congress AppDownload the free Congress 2019 app to view the latest schedule look up details on speakers and sessions search for Expo information message other attendees and much more

Sponsored by

Congress TodayCongress Today is the award-winning printed magazine and blog combo that provides timely news stories on conference events and photo coverage to enhance your Annual Congress experience Use this important onsite resource ndash both in print and online at CongressTodayorg ndash for your Congress news and highlights

Sponsored by

Spouse and Guest Information MeetingAll guests of registered participants are invited to a special spouse and guest program on Tuesday May 14 400 pm ndash 500 pm To help guests make the most of their stay in the Long Beach area representatives from local attractions will share highlights from some of the cityrsquos most popular sites

Earn up to 255 CPE CreditsCPAs can earn up to 255 CPE credits for attending each applicable General Session and workshop sessions

Recertification Credit HoursFPC and CPP designation holders can earn up to 255 RCHs for attending this conference and up to an additional 15 RCHs for attending Virtual Congress Virtual Congress is included with your All-Access Congress registration See page 23 for additional details

Professional Development LoungeMeet the newest addition to APAs Congress resources the Professional Development Lounge Focusing on both personal and professional development to the extreme this designated area features career experts on hand to show you how to enhance your resume and social media presence You can also meet with an APA staffer to update your member profile Stop by to enjoy beverages and snacks from Bogartrsquos Concession Stand and networking with colleagues while gaining some valuable professional insight For more information on the Professional Development Lounge go to apacongresscom

Congress RegistrationAll Congress attendees who purchase an All-Access Pass will also receive a Virtual Congress registration NEW for 2019 ndashColleagues and Non-Members purchasing an All-Access Pass will receive a Virtual Congress registration AND a 1-year APA membership

13wwwAPAcongresscom

NEW

THOUGHT LEADERSHIP Significant return on investment and overcoming industry challenges with specific product solutions is the focus of the Thought Leadership track These educational sessions showcase how organizations implemented specific solutions that positively impacted their bottom line

PAYROLL PROCESSINGThis essential track presents topics critical to the efficient operation of the payroll process Subjects range from internal controls to electronic payment methods and reconciliations

PAYROLL COMPLIANCE TOOLSIs your goal to have a penalty-free payroll In this track you will learn how to identify compliance issues and resolve them before your organization is subject to penalties

WAGE PAYMENTS AND DEDUCTIONSThis track presents topics critical to ensuring that employees are paid accurately Subjects range from regular rate of pay and handling overpayments to child support and other mandatory deductions

US TAXATION AND FORMSThis track presents topics essential to the understanding of US payroll taxation and reporting compliance Subjects range from third-party sick pay to multi-state taxation

GOVERNMENT AFFAIRSThis track is for professionals involved in maintaining compliance These sessions provide a thorough review of legislative and regulatory updates explore the expansion of electronic forms filing and reporting and include the latest from the IRS SSA DOL and other government agencies

INDUSTRY SPECIFIC FORUMSAre you in a special industry or have a special interest These forums discuss the hot topics and the unique issues of special interest to practitioners in a variety of trades and industries

BENEFITS AND COMPENSATIONThis track is for professionals looking for best practices and trends in the field of benefits and compensation including the latest on fringe benefits stock options cafeteria plans and nonqualified deferred compensation plans

14

Education Tracks oer 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

EXECUTIVEThis 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

GLOBAL FORUMS These forums explore a wide spectrum of payroll taxation and related issues from a global perspective Topics include paying nonresident aliens foreign nationals and expatriates international employee data privacy and global risk management

GLOBAL PAYROLL COUNTRY-BY-COUNTRY Is your organization expanding globally In this track you will learn the wage and hour and taxation requirements of selected countries

EXPATRIATE PAYROLLSAre you paying US citizens or resident aliens working outside of the United States This track will provide you the information to ensure you are taxing and reporting wages and fringe benefits correctly You will learn when to withhold and report income social security and Medicare taxes

ACCOUNTS PAYABLEThis is the essential track for accounts payable professionals and anyone who interfaces with AP These sessions cover processes and practices critical to a successful accounts payable operation Topics include Forms 1099-MISC and W-9 as well as internal controls automation and technology

TECHNOLOGYThis track is designed for IT HRIS and payroll professionals and those who interact with them These sessions cover the latest technology such as paycards electronic forms and self-service Internet portals as well as information security and emerging technology trends

ORGANIZATION AND PERSONAL MANAGEMENTFor anyone seeking insights and perspective on a range of timely issues This track offers vast options for enhancing your interpersonal skill set furthering your professional development expanding your leadership potential and advancing your career

LEADERSHIP EXCELLENCE SERIESA premier professional development track for all leaders and those who aspire to become leaders By attending all of the workshops in this track you will earn a Certificate of Completion

APA TOOLSAre you looking to get involved with the APA gain knowledge about our tools and resources or preparing to become certified Workshops in this track will offer a variety of sessions covering volunteering eLearning eBooks and certification

paycon

Have You Heard About The Movement

15

Payroll Processing

rsaquo How to Establish a Shared Services Center

rsaquo How to Reconcile and Reassure Your Executivesrsquo Total Pay

bull IRSSSA Reconciliations What You Donrsquot Know Can Hurt You

bull Mergers and Acquisitions Advanced

bull Payroll Accounting How Important Is It

rsaquo Payroll Processing In-House or Outsourced How to Determine What Model Is Right for Your Organization

bull Perform a Root Cause Payroll Analysis Take Your Payroll Department to the Next Level

bull The Infamous Rules Behind Direct Deposit and Same-Day ACH

bull Compliance Research How to Find Answers and Communicate to Management

bull Keep It All Together Keep It All Straight Payroll Record Keeping Requirements

bull Secrets of a Successful Year-end

bull The 10 Most Common Payroll Pitfalls

bull The Basics of Payroll Reconciliations

bull California Payroll Panel Discussion of CA Experts Addressing Updates Issues and Your Questions

bull e-IWO The Journey to Paperless Child Support Orders and More Begins Here

bull Garnishments Levies Student Loans and More

rsaquo How the Daily Pay Movement Will Impact Payroll As We Know it

bull Managing Termination Pay

bull Overpayments What Can We Do

rsaquo Overtime Under FLSA Regular Pay vs Regular Rate of Pay ndash Are You Calculating Correctly

bull Telecommuting Wage and HourTaxation Issues

Payroll Compliance Tools

Wage Payments and Deductions

bull The Nuts and Bolts of Child Support

bull Understanding Calculations From Basic to Complex

rsaquo Wage and Hour Rules ndash Federal State and Local Requirements

bull Wages Owed to Deceased Employees

bull White Collar Exemptions Under the FLSA

rsaquo A Day in the Life of a Payroll Professional Dealing With Complex Union Payrolls

rsaquo A Post-Tax Reform Overview of State Tax Withholding Changes

bull An Introduction to Multi-State Taxation

rsaquo Avoiding IRS Penalties the Successful Way

rsaquo Combating Fraudulent Authorizations

bull Controlling Employer Factors to Keep SUI Rates Low

bull Correcting the W-2 Form W-2c to 941-X and More

rsaquo How Employer Reporting Requirements are Expanding Current Legislative and Regulatory Trends

bull Introduction to Stock and Stock Option Plans

bull Local Income Tax in Indiana and Ohio

bull Local Income Tax in Pennsylvania

rsaquo Nexus How It Impacts Your Payroll

rsaquo Putting Smart Intelligence to Work for You

rsaquo Tax Notice Compliance ndash Taming the Tax Notice Tiger

rsaquo What Does the 2020 Form W-4 Mean to Payroll and Employees

bull When Does a Visa Impact Withholding

US Taxation and Forms

Visit APAcongresscom for complete workshop descriptions and the weeks schedule Over 50 new workshops (indicated by the rsaquo symbol) have been added this year

wwwAPAcongresscom

16

rsaquo Fair Scheduling Laws Ease the Burden on Payroll

bull Nonqualified Deferred Compensation Plans Advanced

bull Nonqualified Deferred Compensation Plans Basic

bull Paid Sick Leave From Perk to Mandate

rsaquo Payroll and 401(k) ndash Outsourcing Simplify and Protect

bull State and Local Taxation of Stock Options and Other Equity-Based Awards

bull Stock Options and Equity Compensation Plans Advanced

bull Taxable and Nontaxable Fringe Benefits Part 1

bull Taxable and Nontaxable Fringe Benefits Part 2

bull Advanced Career-Building Speaking Skills

rsaquo Building a Successful Business Case to Invest in You

bull Business Continuity Planning Itrsquos Not Just Disaster Recovery Anymore

bull Change Management Strategies to Ensure Successful Projects

bull Executive Compensation Audits What Is the IRS Looking At

bull How to Use Lean Tools to Eliminate Waste in Payroll Operations

bull HRPayrollTime Metrics Turning Data Into Meaningful Information

bull Innovative Best Practices of Prism Award Winners

bull Managing Vendor Partnerships Worldwide

bull Payroll Strategies for Success

rsaquo Process Improvement Through Problem Solving An Eight-Step Process

bull Quality Enhancements for Payroll

bull Six Sigma and Lean Practices Promote Success on Your Payroll Journey

rsaquo The Psychology of Change Management More Than Simply Communicating the Change

bull DOL Investigation How Would You Stack Up

bull Forum on Federal Payroll Issues Part 1

bull Forum on Federal Payroll Issues Part 2

bull Legislative Outlook and APA Lobbying 1

bull Legislative Outlook and APA Lobbying 2

bull State and Local Payroll Key Developments and Research Tools

bull Therapy 101 Form I-9 and E-Verify

bull Top 10 Things You Need to Know About Employment Tax

bull Using the Internet for Federal State and Local Payroll Research

bull Whats Old and New at SSA

rsaquo Agricultural Payroll Issues Challenges and Best Practices

bull Challenges of Health Care Industry Payroll

rsaquo Change Management for Shared Service Environments

bull FLSA Issues in the Government Sector

rsaquo Government Sector Best Practices ndash Fringe Benefits Time amp Attendance 457b and 403b Plans

bull How Payroll Service Providers Interact and Partner With the IRS

bull Manufacturing Industry Roundtable

bull Payroll for Higher Education Institutions

bull Payroll in the Hospitality Industry

bull The One-Person Payroll Department

rsaquo Tips and Tricks for Selecting Payroll Service Vendors and Systems

Executive

Benefits and Compensation

Industry Specific Forums

Government Aairs

paycon

17

Global Forumsbull Business Traveler Considerations for Payroll and

Corporate Tax Departments

bull Can You Asup2ord the Global Payroll Compliance Risk

rsaquo Esup2ectively Capturing Reporting and Reconciling Equity Income Globally

rsaquo GDPR ndash Next Steps Audits and Process

rsaquo Global Money Moving Mania

bull Global Strategic Alignment for HR and Payroll Professionals

rsaquo Inclusion and Diversity (IampD) The Natural Synergies Between IampD Initiatives and Global Mobility

bull Insights on Brexit

bull Introduction to US Nonresident Alien Tax Withholding

bull Nonresident Alien Taxation and Withholding for J-1 Exchange Visitors and F-1 Students

bull Payroll Edge Global Payroll Project Management

rsaquo Standardizing Global Payroll Processes

bull The State of Global Payroll Facts Fears and the Future for Your Organization

bull Understanding Tax Treaty Benefits and Limitations

bull Winning Globally Discovery Strategy Governance Part 1

bull Winning Globally Selecting a Payroll Delivery Model for Your Organization Part 2

bull Canadian Payrolls Nontaxation Issues

bull Canadian Payrolls Taxation Issues

bull Paying in the UK

bull Payroll in Australia

rsaquo Payroll in Brazil

rsaquo Payroll in China and Hong Kong

bull Payroll in France

rsaquo Payroll in Malaysia and Singapore

rsaquo Payroll in Mexico

bull Payroll in South Africa

rsaquo Payroll in Sweden and Norway

Expatriate Payrolls

rsaquo Esup2ectively Operating Shadow Payrolls

bull Expatriate Payroll 101 Everything You Need to Know to Get Started

bull Expatriate Payrolls Advanced

bull Understanding the Tax Equalization and Tax Protection Process

bull AP Accounting and Month-End Accruals

bull AP Internal Control and Auditing Techniques

bull Form 1099-MISC Reporting Federal and State Requirements

bull PayrollAP Best Practices What Does This Really Mean

bull Unclaimed Property Reporting What You Need to Know

bull Understanding Payments to Foreign Workers

bull Worker Classification Issues

rsaquo Blockchain Mobile Payments and the Future of Payroll Administration

rsaquo Cybersecurity Into the Breach

rsaquo DigihellipWhat How to Prepare and Implement a Digitalization Strategy

rsaquo Is HCM Integration for You

rsaquo Moving Payroll to the Cloud Whats Next (v 20)

rsaquo New System Implementation Checklist and Best Practices

bull Paperless Pay Compliance in 50 States

bull Payroll Card Program Best Practices

bull Payroll Fraud Detect Deter Defend

bull Preparing and Analyzing Requests for Proposal

bull Future Trends in Time and Attendance

bull Top 10 Cybersecurity Concerns That Businesses Always Ask About

bull What Every Payroll Professional Needs to Know About Emerging Payroll Technologies

Global Payroll Country by Country

wwwAPAcongresscom

Accounts Payable

Technology

Thought Leadership

rsaquo Building Strong Careers Using SMART Goals

bull Canrsquot Get That Project Completed Get an Intern

bull Developing a Cohesive Team

bull Documenting Your Procedures and Processes

bull Emotional Intelligence

rsaquo Ethics in Payroll

bull Exceptional Customer Service for Payroll Professionals

rsaquo How to Gain Power at Work When You Have None

rsaquo How to Successfully Manage a Payroll of Any Size

bull How to Turn a Payroll Disaster Into a Payroll Win

rsaquo Implementing a New Tool Start With Best Practices

rsaquo Leading During Crisis Workplace Violence

bull Letrsquos Talk Giving Feedback

bull Mentoring and Making It Work for Everyone

bull Metrics How to Begin to Tell Your Story

rsaquo Millennial Leadership

bull Myths Misconceptions and Untruths of Payroll

bull Organizational Culture The Make-or-Break Factor in Hiring and Retention

bull Payroll Best Practices Recap

bull Payroll Consulting as a Career Is It Right for Me

bull Process Mapping Driving Process Improvement

bull Selling Yourself and Your Ideas

bull Stand Up Speak Out Career Success

rsaquo Strategies for Getting a Seat at the Table and Making It Count

bull The Edge of Communication

rsaquo The Importance of Esup2ective Listening

bull The Perfect Partnership Payroll and Human Resources

bull Tips for Project Management

rsaquo Who Wants to Be a Millionaire

bull You Have Reached Your Peak Now What

Organization and Personal Management

18 paycon As of press time

bull Hotline Referral Committee Meeting

bull Make a Disup2erence Through Volunteer Committees

bull Payroll Source Plus Demonstration and QampA

bull PayTrainreg Payroll Training at Your Command

rsaquo Power Up Your Chapter to Increase Member Participation

bull Prepare Yourself for the FPC and CPP Exams

bull Social Media Best Practices for Payroll Professionals

bull Talent Management Through Payroll Assessments

rsaquo Writing Questions for the FPC and CPP Exams

bull How the Daily Pay Movement Will Impact Payroll as We Know It

rsaquo How to Break Up With Excel (But Stay Friends)

bull Introducing the 2019 Deloitte Payroll Benchmarking Survey

bull Leveraging Todays Technology for Payroll Operations

rsaquo Payroll at the Heart of Finance and HR

bull Payroll Change Management A Step-by-Step Guide

rsaquo Why Speed Accuracy and Choice Matter in Payroll Payments for the Young Workforce

Double Sessionrsaquo The Power of Your Personal Brand

rsaquo Inclusive Leadership ndash New Mindsets Models and Required Competencies for Workforce 2030

Double Sessionrsaquo Strategies for Leading a Culture Transformation in Your Organization

rsaquo Building Beneficial Business Relationships

Leadership Excellence Series

APA Tools

Sponsored by

THURSDAY MAY 16 | 730 PM ndash 1130 PM

After paying on the edge join us for an evening of playing on the edge

at this yearrsquos after-hours event Get competitive with your colleagues

and prove that you are the Most Valuable Payer Participate in exciting

activities that will test your skills or join DJ Shai on the dance floor

either way there is something for everyone to celebrate their own

unique competitive edge

Check out the costume categories at APACongresscom or on page 12

19wwwAPAcongresscom

Your Congress registration includes a 1-year APA Membership

(for Colleagues and Non-Members)

Additional Item Available for Purchase Expo Cocktail ReceptionDinner and Party Thursday May 16 $100 per guest (Must be 21 or older to attend)

For Registration Questions Call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT or Email APAamericanpayrollorg

Register Online wwwAPAcongresscom

Register today at wwwamericanpayrollorgvirtual-congresshtml

Enjoy your NEW APA Membership with your Congress registration

RESOURCESIndustry publications and breaking payroll news and updates

EDUCATIONMember discounts on all payroll training classes conferences webinars web-based programs online training and all APA publications

SUPPORTNetworking with over 20000 members through local chapters special events and social networking communities

ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS

ALL-ACCESS PASS(5 Days + Virtual Congress)

$530$1060$1590MEMBER $1900

NANANACOLLEAGUE $2050

$675$1350$2025NON-MEMBER $2120

20 paycon

Not attending CongressYou can still register to attend the Virtual Congress amp Expo

Member $225Non-Member $495

Event Code 19CONGRS Fees

All-Access Pass includes Congress registration and Virtual Congress registration Colleagues and Non-Members also receive a 1-year APA Membership

MEMBER $1900COLLEAGUE $2050NON-MEMBER $2120

Three-Day PassMEMBER $1590COLLEAGUE NANON-MEMBER $2025

Two-Day PassMEMBER $1060COLLEAGUE NANON-MEMBER $1350

One-Day PassMEMBER $530COLLEAGUE NANON-MEMBER $675

Guest Registration

Expo Cocktail ReceptionDinner and Party on May 16 $100 per guestGuest Name ____________________________ Guest Name ____________________________ $ _________

Registration Amount All-Access Pass One-Day Pass Two-Day Pass Three-Day Pass Days Attending ___________________

$ _________

Total Payment $ _________

37th Annual Congress ndash Registration Form Register and make housing reservations at wwwAPAcongresscom

Name Ms Mr _________________________________________________

Title _________________________________________________________________

Organization _________________________________________________________

Street Address ________________________________________________________

City __________________ StateProvince ________ Country _____________

Zip + 4-digitPostal Code ______________________________________________

Telephone ____________________________________________________________ (AreaCountry Code)

Fax __________________________________________________________________

(AreaCountry Code)

Email ________________________________________________________________ (For official APA communications registration confirmations Payroll Currently and PAYTECH-Digital)

Please indicate if you are CPA PA (For NASBA reporting purposes)

Global Payroll Management Institute Subscriber Yes No

Needed for New Member Enrollment Birth date ______ ______ ______

I am an APA MEMBER

Memberrsquos ID __________________________________________________ (Update your contact information at wwwAPAcongresscom)

I am a COLLEAGUE of an APA MEMBER (at the same street address)

Colleaguersquos ID ______________________________________________________

Memberrsquos Name ______________________________________________________

Memberrsquos ID _______________________________________________________

I am NOT an APA Member or Colleague

Special Dietary Request Vegetarian Gluten-Free Kosher Peanut Allergy

Dairy Allergy Halal Shellfish Allergy Vegan

I have read the additional info for onsite meal requests found on page 22

All Attendees Please Complete This SectionIn case of emergency contact

Name ________________________________________________________________

Relation to Attendee ___________________________________________________

Daytime Phone _______________________________________________________

Evening Phone________________________________________________________

I will be staying at this hotel ___________________________________________

For Office Use Only Date ________________ Order _________________ Batch _______________ Group ________________ Check _______________ CP _________________ Total $ ________________

Registrant Information

Consent to Use Your Photograph and Contact Info By registering for this program you are granting official conference photographers permission to photograph you and publish photos in APA publications social media and marketing materials In addition by attending or speaking at this conference you are granting APA permission to make your contact information available to our sponsors who may choose to market their products and services to you via email fax telephone mail or other means

Virtual Congress amp Expo Not attending Congress in Long Beach Register for Virtual Congress amp Expo at wwwamericanpayrollorgvirtual-congresshtml

E M T 9 VLast updated 040419

1

I agree to the cancellation policies found at wwwamericanpayrollorg

PURCHASE ORDER ____________________________________________________ (for government agenciesuniversities only)

Make CHECK payable and mail to American Payroll Association

co Customer Service660 North Main Avenue Suite 100

San Antonio TX 78205-1217

If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of the event

Payment Information

Order Form

Payment in US dollars must accompany registration formCurrency Converter wwwxecom

Three Enrollment Options Online Fax MailwwwAPAcongresscom (210) 224-6038 To address below I authorize the American Payroll Association to CHARGE my American Express Discover MasterCard Visa

Card is Corporate Personal

Card ____________________________________________________________

Exp Date ______________________________ CVV Code __________________

Name on credit card ________________________________________________

Signature of cardholder ______________________________________________

3

2

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 6: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

6

ldquoReleasing Leadership BrilliancerdquoWhile organizations today face many challenges the greatest challenge is tapping into the talents of employees so they become ldquoassets with facetsrdquo To contribute to the success of your clients your partners within the organization and your team you must first know how to bring out the best in yourself Best-selling author and renowned teacher Simon T Bailey will explain that team members who are self-motivated productive and engaged in their work are not only able to bring out personal brilliance but are able to bring out the brilliance in others as well Operating in their ldquoBrilliant Zonerdquo they release brilliance in their teams and reach out to the brilliance in their organizational partners bringing about higher levels of performance

FOS Personal Development10 CPE credit10 RCH

SIMON T BAILEY MA CSP CPAETUESDAY OPENING GENERAL SESSION

Sponsored by

Sponsored by

paycon

JEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICODirect from his show on the Las Vegas Strip entertainer and comedian Jeff Civillico is headed to Congress in Long Beach Jeffrsquos crazy antics and talents will entertain you all week with games designed to keep you on the edge achieve maximum audience interaction and produce loads of laughter

CONGRESS ENTERTAINMENT amp INFOTAINMENT

ldquoLife Is Much Too Serious to Be Taken SeriouslyrdquoIn this funny and poignant presentation singer and actress Vicki Lawrence shares the story of her life a story of fun and comedy that includes how she met Carol Burnett how Mama came to be and how she ldquobecame a natural redheadrdquo Vicki will discuss the challenges and rewards of being a working mom as well as a more difficult time in her life when her talk show was canceled and she battled with depression With the belief that laughter is the best medicine Vicki will share how she overcame these challenges with her personal mantra ldquoLife is much too serious to be taken seriouslyrdquo

Not eligible for CPE credits or RCHs

VICKI LAWRENCEWEDNESDAY LUNCHEON

JEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOldquoThe Power of the PivotrdquoWhen yoursquore faced with an obstacle at home or at work what do you do Do you allow that challenge to drain your energy or do you keep moving forward and pivot through the challenge to emerge stronger Personal and professional development can seem daunting We assume massive amounts of life-changing action is required to improve ourselves and our jobs More often than not whatrsquos required is actually a series of pivots Pivots are small changes that are made while staying grounded to who we are Jeff will share how he pivoted his way from performing juggling shows in his kitchen after dinner as a child to having a successful career in the cutthroat entertainment industry with his own award-winning headline show in Las Vegas multiple TV projects and a national nonprofit

FOS Personal Development10 CPE credit10 RCH

FRIDAY CLOSING GENERAL SESSION

7wwwAPAcongresscom

Sponsored by

8 paycon

ldquoConvergence Disruption and Opportunity How Existing Industries Will Be Disrupted and New Trillion-dollar Industries Will EmergerdquoIn the next five to ten years this will affect practically every industry Very few companies on todays Fortune 500 list will be on that list by the early 2020s They will go the way of Blockbuster Kodak RIM Compaq and Nokia This is not all bad news because disruption creates opportunities New industries will emerge and companies that lead the change will have the trillion-dollar market capitalizations

FOS Information Technology10 CPE credit10 RCH

Vivek Wadhwa is a Distinguished Fellow at Harvard Law School and Carnegie Mellon Universitys College of Engineering at Silicon Valley and has held appointments at Duke University Stanford Law School Emory University and Singularity University He has been featured in thousands of articles in publications worldwide including The Wall Street Journal The Economist Forbes The Washington Post The New York Times US News amp World Report and Science Magazine and has made many appearances on US and international TV stations including CBS60 Minutes PBS CNN ABC NBC CNBC and the BBC Based in Silicon Valley Professor Wadhwa researches exponentially advancing technologies that are soon going to change our world

VIVEK WADHWATHURSDAY GENERAL SESSION

Academic Author and Entrepreneur

Cant stay for the whole weekSign up for a single day pass and join us for any of the four days that is most convenient for you See page 20 for details

Have You Heard About The Movement

Sponsored by

9

Gary Lynch CPP 2018 Payroll Man of the Year

Jason Low CPS Head of TAPS The Association of Payroll Specialists

Jodi Parsons CPPPresidentAmerican Payroll Association

John Raguz CPPImmediate Past PresidentAmerican Payroll Association

Carolyn Huse CPP 2018 Payroll Woman of the Year

Tim Kelsey MCIPP AIPA OwnerKelsey Payroll Services

wwwAPAcongresscom

As we progress toward the future communication across cultural lines will become everyday reality Jason Low CPS and Tim Kelsey MCIPP AIPA will share their first-hand experiences with linguistic and behavioral styles to highlight daily interactions you may face as you communicate with people from different cultures By understanding these formalities youll be prepared for successful intercultural communication and collaboration

Say What Communicating Around the WorldTHURSDAYS SPECIAL PRESENTATION

10

Accountemps and Robert Half Finance amp AccountingADP LLCAllpoint NetworkAMGtimeAOA MedicalAPA Solutions CenterBloomberg TaxBlue Marble Global PayrollBranchBrinks MoneyBusiness Software IncCanadian Payroll Association TheCeridianChetu IncCIC Plus IncCMI Time Management ComdataD2Xchange LLCDailyPay Inc

DMA - DuCharme McMillen amp Associates IncEmptechEquifax Workforce SolutionsFBAFBG HoldingsFMP GlobalGreenshades SoftwareGrosvenor Technology LLCGT Global TrackerHampR BlockHigh Line CorporationHIREtechHuman Resource Executive (HRE)Huntington Business Systems InciiPayImmedisInsurePayIOIPayiSolved

JAT SoftwareJobingcomKronos IncorporatedLTtax IncMasterTax LLCMillennium Trust CompanyMoney Network A First Data CompanyNeeyamo IncNetSpend CorporationNGA Human ResourcesNOVAtime Technology IncOffice of Child Support EnforcementOneSource VirtualPaychex IncPayTrainregHolmes CorporationPS Web Solutionsrapid PayCardReplicon Inc

Safeguard GlobalSALT Payroll ConsultantsSociety for Human Resource ManagementSOLE FinancialSumTotal Systems LLCSymmetry SoftwareThomas amp CompanyTimeClock PlusTIMECOUS BankuConfirmUltimate SoftwareUSCIS - Verification DivisionVeriSafe JobsVillanova UniversityWD PensionmarkWise Consulting Associates IncWorkday IncWorkForce Software

2019 Congress Exhibitors

WEDNESDAY MAY 15Expo and Global Pavilion Grand Opening and Cocktail Reception 315 pm ndash 630 pm

THURSDAY MAY 16Expo and Global Pavilion Open1145 am ndash 730 pm

SPECIAL EVENTS Networking Lunch 1145 am ndash 1245 pm

Cocktail ReceptionDinner 500 pm ndash 730 pm

Costume Contest Exhibitor Prize Drawings 630 pm ndash 730 pm

FRIDAY MAY 17Expo and Global Pavilion Open930 am ndash 1100 am

SPECIAL EVENTS Exhibitor Prize Drawings 1030 am ndash 1100 am

WELCOME to the Worldrsquos Largest Payroll Expo

As of press timepaycon

As one of Congressrsquo most anticipated features the Expo is the center of the Congress hub Over 100 exhibitors come together here to share information and connect with the payroll professional community Home to the Global Payroll Pavilion and the Technology Solutions Stage the Expo is the place to be to learn about cutting-edge technologies tools resources and trends affecting the payroll industry

11

Gold Level

SilverLevel

Platinum Level

Diamond Level

Sapphire Level

As of press time

wwwAPAcongresscom

Have You Heard About The Movement

NetworkingCongress OrientationAttending for the first time Give the Congress Orientation Session top priority Presented by Congress veterans yoursquoll get important information plus valuable tips on making the most out of your Congress experience Plan to attend one of two sessions offered on Monday May 13 500 pm ndash 530 pm or Tuesday May 14 100 pm ndash 130 pm

Chapter Exchange ReceptionJoin other payroll professionals from over 120 active APA chapters across the country at this annual networking event APArsquos Board of Advisors will also be on hand to meet you at this highly anticipated event on Wednesday May 15 630 pm ndash 800 pm

Sponsored by

Chapter PictorialsVideo monitors throughout the convention center will showcase all of the creative and colorful local chapter pictorial presentations that were entered in the 2019 Chapter Pictorial Contest Each unique photo montage slide show reflects the activities and events APArsquos individual chapters participated in throughout 2018

Social Media CongressExpand your network and meet social media enthusiasts at the Congress Tweet Up Monday May 13 630 pm ndash 730 pm Need some social media training Stop by the Tweet Up or meet up at the APA booth during the Expo Cocktail Receptions on Wednesday and Thursday to learn how to expand your online network Be sure to use paycon on your social media posts

Events Annual Business MeetingHeld on Tuesday May 14 800 am ndash 930 am the American Payroll Associationrsquos Annual Business Meeting is open to all association members

Awards CeremoniesMembers are the lifeblood of the APA The success of the association and the advancement of the payroll profession are not possible without the efforts of our volunteers APA will honor these exceptional achievers in special awards ceremonies throughout the week

Chapter AwardsThe Chapter Contest Awards will be announced during the Chapter Exchange Reception on Wednesday May 15 630 pm ndash 800 pm Be there to hear about all of the chaptersrsquo success and hard work and see who will win the coveted Chapter of the Year Award Letrsquos celebrate all of the 2018 chapter accomplishments

Be an MVPPut your competitive spirit into high gear at this yearrsquos costume contest Deck yourself out as a favorite icon from the world of competitions Whether yoursquore inspiring or wacky your creative costume will be one for the books Plan your costume as an individual duo or group for one of the following categories

❯ All-Star Athlete

❯ Most Memorable Reality TV Show Competitor

❯ Ultimate Record Breaker

❯ Cheer Champion

Judging will take place during the Expo Cocktail Reception and Dinner on Thursday May 16 at 630 pm

Resources New WorkshopsThis year weve included more new workshops than ever before Over 50 new titles have been integrated into the educational lineup Look for the rsaquo icon next to the titles on pages 15-18

12 paycon

Federal Government Executive General SessionHear from key players in the current administration at this yearrsquos Federal Government Executive General Session on Friday May 17 at 800 am You wonrsquot want to miss this discussion of the issues that impact payroll management and how they are working to implement change

Leadership Excellence Series Shirley Davis PhD CSP SPHR SHRM-SCP

Join Dr Shirley Davis for the popular Leadership Excellence Series of workshops where yoursquoll explore such topics as ldquoThe Power of Your Personal Brandrdquo ldquoInclusive Leadershiprdquo ldquoStrategies for Leading a Culture Transformation in Your Organizationrdquo and ldquoBuilding Beneficial Business

Relationshipsrdquo Attend two double sessions when you choose this track and earn 6 RCHs and a Certificate of Completion

Worlds Largest Payroll ExpoWherersquos the best place to learn about the latest in payroll products technologies and tools The Expo Be there on Wednesday May 15 for the Grand Opening and Cocktail Reception See page 10 for a schedule of other Expo events

Global Payroll Management ForumThe Global Payroll Management Institutersquos 4th Annual Global Payroll Management Forum is provided in tandem with APArsquos 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 worldrsquos largest payroll Expo including a Global Pavilion of payroll service providers and solutions Go to GPMInstitutecom for more information

Congress AppDownload the free Congress 2019 app to view the latest schedule look up details on speakers and sessions search for Expo information message other attendees and much more

Sponsored by

Congress TodayCongress Today is the award-winning printed magazine and blog combo that provides timely news stories on conference events and photo coverage to enhance your Annual Congress experience Use this important onsite resource ndash both in print and online at CongressTodayorg ndash for your Congress news and highlights

Sponsored by

Spouse and Guest Information MeetingAll guests of registered participants are invited to a special spouse and guest program on Tuesday May 14 400 pm ndash 500 pm To help guests make the most of their stay in the Long Beach area representatives from local attractions will share highlights from some of the cityrsquos most popular sites

Earn up to 255 CPE CreditsCPAs can earn up to 255 CPE credits for attending each applicable General Session and workshop sessions

Recertification Credit HoursFPC and CPP designation holders can earn up to 255 RCHs for attending this conference and up to an additional 15 RCHs for attending Virtual Congress Virtual Congress is included with your All-Access Congress registration See page 23 for additional details

Professional Development LoungeMeet the newest addition to APAs Congress resources the Professional Development Lounge Focusing on both personal and professional development to the extreme this designated area features career experts on hand to show you how to enhance your resume and social media presence You can also meet with an APA staffer to update your member profile Stop by to enjoy beverages and snacks from Bogartrsquos Concession Stand and networking with colleagues while gaining some valuable professional insight For more information on the Professional Development Lounge go to apacongresscom

Congress RegistrationAll Congress attendees who purchase an All-Access Pass will also receive a Virtual Congress registration NEW for 2019 ndashColleagues and Non-Members purchasing an All-Access Pass will receive a Virtual Congress registration AND a 1-year APA membership

13wwwAPAcongresscom

NEW

THOUGHT LEADERSHIP Significant return on investment and overcoming industry challenges with specific product solutions is the focus of the Thought Leadership track These educational sessions showcase how organizations implemented specific solutions that positively impacted their bottom line

PAYROLL PROCESSINGThis essential track presents topics critical to the efficient operation of the payroll process Subjects range from internal controls to electronic payment methods and reconciliations

PAYROLL COMPLIANCE TOOLSIs your goal to have a penalty-free payroll In this track you will learn how to identify compliance issues and resolve them before your organization is subject to penalties

WAGE PAYMENTS AND DEDUCTIONSThis track presents topics critical to ensuring that employees are paid accurately Subjects range from regular rate of pay and handling overpayments to child support and other mandatory deductions

US TAXATION AND FORMSThis track presents topics essential to the understanding of US payroll taxation and reporting compliance Subjects range from third-party sick pay to multi-state taxation

GOVERNMENT AFFAIRSThis track is for professionals involved in maintaining compliance These sessions provide a thorough review of legislative and regulatory updates explore the expansion of electronic forms filing and reporting and include the latest from the IRS SSA DOL and other government agencies

INDUSTRY SPECIFIC FORUMSAre you in a special industry or have a special interest These forums discuss the hot topics and the unique issues of special interest to practitioners in a variety of trades and industries

BENEFITS AND COMPENSATIONThis track is for professionals looking for best practices and trends in the field of benefits and compensation including the latest on fringe benefits stock options cafeteria plans and nonqualified deferred compensation plans

14

Education Tracks oer 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

EXECUTIVEThis 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

GLOBAL FORUMS These forums explore a wide spectrum of payroll taxation and related issues from a global perspective Topics include paying nonresident aliens foreign nationals and expatriates international employee data privacy and global risk management

GLOBAL PAYROLL COUNTRY-BY-COUNTRY Is your organization expanding globally In this track you will learn the wage and hour and taxation requirements of selected countries

EXPATRIATE PAYROLLSAre you paying US citizens or resident aliens working outside of the United States This track will provide you the information to ensure you are taxing and reporting wages and fringe benefits correctly You will learn when to withhold and report income social security and Medicare taxes

ACCOUNTS PAYABLEThis is the essential track for accounts payable professionals and anyone who interfaces with AP These sessions cover processes and practices critical to a successful accounts payable operation Topics include Forms 1099-MISC and W-9 as well as internal controls automation and technology

TECHNOLOGYThis track is designed for IT HRIS and payroll professionals and those who interact with them These sessions cover the latest technology such as paycards electronic forms and self-service Internet portals as well as information security and emerging technology trends

ORGANIZATION AND PERSONAL MANAGEMENTFor anyone seeking insights and perspective on a range of timely issues This track offers vast options for enhancing your interpersonal skill set furthering your professional development expanding your leadership potential and advancing your career

LEADERSHIP EXCELLENCE SERIESA premier professional development track for all leaders and those who aspire to become leaders By attending all of the workshops in this track you will earn a Certificate of Completion

APA TOOLSAre you looking to get involved with the APA gain knowledge about our tools and resources or preparing to become certified Workshops in this track will offer a variety of sessions covering volunteering eLearning eBooks and certification

paycon

Have You Heard About The Movement

15

Payroll Processing

rsaquo How to Establish a Shared Services Center

rsaquo How to Reconcile and Reassure Your Executivesrsquo Total Pay

bull IRSSSA Reconciliations What You Donrsquot Know Can Hurt You

bull Mergers and Acquisitions Advanced

bull Payroll Accounting How Important Is It

rsaquo Payroll Processing In-House or Outsourced How to Determine What Model Is Right for Your Organization

bull Perform a Root Cause Payroll Analysis Take Your Payroll Department to the Next Level

bull The Infamous Rules Behind Direct Deposit and Same-Day ACH

bull Compliance Research How to Find Answers and Communicate to Management

bull Keep It All Together Keep It All Straight Payroll Record Keeping Requirements

bull Secrets of a Successful Year-end

bull The 10 Most Common Payroll Pitfalls

bull The Basics of Payroll Reconciliations

bull California Payroll Panel Discussion of CA Experts Addressing Updates Issues and Your Questions

bull e-IWO The Journey to Paperless Child Support Orders and More Begins Here

bull Garnishments Levies Student Loans and More

rsaquo How the Daily Pay Movement Will Impact Payroll As We Know it

bull Managing Termination Pay

bull Overpayments What Can We Do

rsaquo Overtime Under FLSA Regular Pay vs Regular Rate of Pay ndash Are You Calculating Correctly

bull Telecommuting Wage and HourTaxation Issues

Payroll Compliance Tools

Wage Payments and Deductions

bull The Nuts and Bolts of Child Support

bull Understanding Calculations From Basic to Complex

rsaquo Wage and Hour Rules ndash Federal State and Local Requirements

bull Wages Owed to Deceased Employees

bull White Collar Exemptions Under the FLSA

rsaquo A Day in the Life of a Payroll Professional Dealing With Complex Union Payrolls

rsaquo A Post-Tax Reform Overview of State Tax Withholding Changes

bull An Introduction to Multi-State Taxation

rsaquo Avoiding IRS Penalties the Successful Way

rsaquo Combating Fraudulent Authorizations

bull Controlling Employer Factors to Keep SUI Rates Low

bull Correcting the W-2 Form W-2c to 941-X and More

rsaquo How Employer Reporting Requirements are Expanding Current Legislative and Regulatory Trends

bull Introduction to Stock and Stock Option Plans

bull Local Income Tax in Indiana and Ohio

bull Local Income Tax in Pennsylvania

rsaquo Nexus How It Impacts Your Payroll

rsaquo Putting Smart Intelligence to Work for You

rsaquo Tax Notice Compliance ndash Taming the Tax Notice Tiger

rsaquo What Does the 2020 Form W-4 Mean to Payroll and Employees

bull When Does a Visa Impact Withholding

US Taxation and Forms

Visit APAcongresscom for complete workshop descriptions and the weeks schedule Over 50 new workshops (indicated by the rsaquo symbol) have been added this year

wwwAPAcongresscom

16

rsaquo Fair Scheduling Laws Ease the Burden on Payroll

bull Nonqualified Deferred Compensation Plans Advanced

bull Nonqualified Deferred Compensation Plans Basic

bull Paid Sick Leave From Perk to Mandate

rsaquo Payroll and 401(k) ndash Outsourcing Simplify and Protect

bull State and Local Taxation of Stock Options and Other Equity-Based Awards

bull Stock Options and Equity Compensation Plans Advanced

bull Taxable and Nontaxable Fringe Benefits Part 1

bull Taxable and Nontaxable Fringe Benefits Part 2

bull Advanced Career-Building Speaking Skills

rsaquo Building a Successful Business Case to Invest in You

bull Business Continuity Planning Itrsquos Not Just Disaster Recovery Anymore

bull Change Management Strategies to Ensure Successful Projects

bull Executive Compensation Audits What Is the IRS Looking At

bull How to Use Lean Tools to Eliminate Waste in Payroll Operations

bull HRPayrollTime Metrics Turning Data Into Meaningful Information

bull Innovative Best Practices of Prism Award Winners

bull Managing Vendor Partnerships Worldwide

bull Payroll Strategies for Success

rsaquo Process Improvement Through Problem Solving An Eight-Step Process

bull Quality Enhancements for Payroll

bull Six Sigma and Lean Practices Promote Success on Your Payroll Journey

rsaquo The Psychology of Change Management More Than Simply Communicating the Change

bull DOL Investigation How Would You Stack Up

bull Forum on Federal Payroll Issues Part 1

bull Forum on Federal Payroll Issues Part 2

bull Legislative Outlook and APA Lobbying 1

bull Legislative Outlook and APA Lobbying 2

bull State and Local Payroll Key Developments and Research Tools

bull Therapy 101 Form I-9 and E-Verify

bull Top 10 Things You Need to Know About Employment Tax

bull Using the Internet for Federal State and Local Payroll Research

bull Whats Old and New at SSA

rsaquo Agricultural Payroll Issues Challenges and Best Practices

bull Challenges of Health Care Industry Payroll

rsaquo Change Management for Shared Service Environments

bull FLSA Issues in the Government Sector

rsaquo Government Sector Best Practices ndash Fringe Benefits Time amp Attendance 457b and 403b Plans

bull How Payroll Service Providers Interact and Partner With the IRS

bull Manufacturing Industry Roundtable

bull Payroll for Higher Education Institutions

bull Payroll in the Hospitality Industry

bull The One-Person Payroll Department

rsaquo Tips and Tricks for Selecting Payroll Service Vendors and Systems

Executive

Benefits and Compensation

Industry Specific Forums

Government Aairs

paycon

17

Global Forumsbull Business Traveler Considerations for Payroll and

Corporate Tax Departments

bull Can You Asup2ord the Global Payroll Compliance Risk

rsaquo Esup2ectively Capturing Reporting and Reconciling Equity Income Globally

rsaquo GDPR ndash Next Steps Audits and Process

rsaquo Global Money Moving Mania

bull Global Strategic Alignment for HR and Payroll Professionals

rsaquo Inclusion and Diversity (IampD) The Natural Synergies Between IampD Initiatives and Global Mobility

bull Insights on Brexit

bull Introduction to US Nonresident Alien Tax Withholding

bull Nonresident Alien Taxation and Withholding for J-1 Exchange Visitors and F-1 Students

bull Payroll Edge Global Payroll Project Management

rsaquo Standardizing Global Payroll Processes

bull The State of Global Payroll Facts Fears and the Future for Your Organization

bull Understanding Tax Treaty Benefits and Limitations

bull Winning Globally Discovery Strategy Governance Part 1

bull Winning Globally Selecting a Payroll Delivery Model for Your Organization Part 2

bull Canadian Payrolls Nontaxation Issues

bull Canadian Payrolls Taxation Issues

bull Paying in the UK

bull Payroll in Australia

rsaquo Payroll in Brazil

rsaquo Payroll in China and Hong Kong

bull Payroll in France

rsaquo Payroll in Malaysia and Singapore

rsaquo Payroll in Mexico

bull Payroll in South Africa

rsaquo Payroll in Sweden and Norway

Expatriate Payrolls

rsaquo Esup2ectively Operating Shadow Payrolls

bull Expatriate Payroll 101 Everything You Need to Know to Get Started

bull Expatriate Payrolls Advanced

bull Understanding the Tax Equalization and Tax Protection Process

bull AP Accounting and Month-End Accruals

bull AP Internal Control and Auditing Techniques

bull Form 1099-MISC Reporting Federal and State Requirements

bull PayrollAP Best Practices What Does This Really Mean

bull Unclaimed Property Reporting What You Need to Know

bull Understanding Payments to Foreign Workers

bull Worker Classification Issues

rsaquo Blockchain Mobile Payments and the Future of Payroll Administration

rsaquo Cybersecurity Into the Breach

rsaquo DigihellipWhat How to Prepare and Implement a Digitalization Strategy

rsaquo Is HCM Integration for You

rsaquo Moving Payroll to the Cloud Whats Next (v 20)

rsaquo New System Implementation Checklist and Best Practices

bull Paperless Pay Compliance in 50 States

bull Payroll Card Program Best Practices

bull Payroll Fraud Detect Deter Defend

bull Preparing and Analyzing Requests for Proposal

bull Future Trends in Time and Attendance

bull Top 10 Cybersecurity Concerns That Businesses Always Ask About

bull What Every Payroll Professional Needs to Know About Emerging Payroll Technologies

Global Payroll Country by Country

wwwAPAcongresscom

Accounts Payable

Technology

Thought Leadership

rsaquo Building Strong Careers Using SMART Goals

bull Canrsquot Get That Project Completed Get an Intern

bull Developing a Cohesive Team

bull Documenting Your Procedures and Processes

bull Emotional Intelligence

rsaquo Ethics in Payroll

bull Exceptional Customer Service for Payroll Professionals

rsaquo How to Gain Power at Work When You Have None

rsaquo How to Successfully Manage a Payroll of Any Size

bull How to Turn a Payroll Disaster Into a Payroll Win

rsaquo Implementing a New Tool Start With Best Practices

rsaquo Leading During Crisis Workplace Violence

bull Letrsquos Talk Giving Feedback

bull Mentoring and Making It Work for Everyone

bull Metrics How to Begin to Tell Your Story

rsaquo Millennial Leadership

bull Myths Misconceptions and Untruths of Payroll

bull Organizational Culture The Make-or-Break Factor in Hiring and Retention

bull Payroll Best Practices Recap

bull Payroll Consulting as a Career Is It Right for Me

bull Process Mapping Driving Process Improvement

bull Selling Yourself and Your Ideas

bull Stand Up Speak Out Career Success

rsaquo Strategies for Getting a Seat at the Table and Making It Count

bull The Edge of Communication

rsaquo The Importance of Esup2ective Listening

bull The Perfect Partnership Payroll and Human Resources

bull Tips for Project Management

rsaquo Who Wants to Be a Millionaire

bull You Have Reached Your Peak Now What

Organization and Personal Management

18 paycon As of press time

bull Hotline Referral Committee Meeting

bull Make a Disup2erence Through Volunteer Committees

bull Payroll Source Plus Demonstration and QampA

bull PayTrainreg Payroll Training at Your Command

rsaquo Power Up Your Chapter to Increase Member Participation

bull Prepare Yourself for the FPC and CPP Exams

bull Social Media Best Practices for Payroll Professionals

bull Talent Management Through Payroll Assessments

rsaquo Writing Questions for the FPC and CPP Exams

bull How the Daily Pay Movement Will Impact Payroll as We Know It

rsaquo How to Break Up With Excel (But Stay Friends)

bull Introducing the 2019 Deloitte Payroll Benchmarking Survey

bull Leveraging Todays Technology for Payroll Operations

rsaquo Payroll at the Heart of Finance and HR

bull Payroll Change Management A Step-by-Step Guide

rsaquo Why Speed Accuracy and Choice Matter in Payroll Payments for the Young Workforce

Double Sessionrsaquo The Power of Your Personal Brand

rsaquo Inclusive Leadership ndash New Mindsets Models and Required Competencies for Workforce 2030

Double Sessionrsaquo Strategies for Leading a Culture Transformation in Your Organization

rsaquo Building Beneficial Business Relationships

Leadership Excellence Series

APA Tools

Sponsored by

THURSDAY MAY 16 | 730 PM ndash 1130 PM

After paying on the edge join us for an evening of playing on the edge

at this yearrsquos after-hours event Get competitive with your colleagues

and prove that you are the Most Valuable Payer Participate in exciting

activities that will test your skills or join DJ Shai on the dance floor

either way there is something for everyone to celebrate their own

unique competitive edge

Check out the costume categories at APACongresscom or on page 12

19wwwAPAcongresscom

Your Congress registration includes a 1-year APA Membership

(for Colleagues and Non-Members)

Additional Item Available for Purchase Expo Cocktail ReceptionDinner and Party Thursday May 16 $100 per guest (Must be 21 or older to attend)

For Registration Questions Call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT or Email APAamericanpayrollorg

Register Online wwwAPAcongresscom

Register today at wwwamericanpayrollorgvirtual-congresshtml

Enjoy your NEW APA Membership with your Congress registration

RESOURCESIndustry publications and breaking payroll news and updates

EDUCATIONMember discounts on all payroll training classes conferences webinars web-based programs online training and all APA publications

SUPPORTNetworking with over 20000 members through local chapters special events and social networking communities

ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS

ALL-ACCESS PASS(5 Days + Virtual Congress)

$530$1060$1590MEMBER $1900

NANANACOLLEAGUE $2050

$675$1350$2025NON-MEMBER $2120

20 paycon

Not attending CongressYou can still register to attend the Virtual Congress amp Expo

Member $225Non-Member $495

Event Code 19CONGRS Fees

All-Access Pass includes Congress registration and Virtual Congress registration Colleagues and Non-Members also receive a 1-year APA Membership

MEMBER $1900COLLEAGUE $2050NON-MEMBER $2120

Three-Day PassMEMBER $1590COLLEAGUE NANON-MEMBER $2025

Two-Day PassMEMBER $1060COLLEAGUE NANON-MEMBER $1350

One-Day PassMEMBER $530COLLEAGUE NANON-MEMBER $675

Guest Registration

Expo Cocktail ReceptionDinner and Party on May 16 $100 per guestGuest Name ____________________________ Guest Name ____________________________ $ _________

Registration Amount All-Access Pass One-Day Pass Two-Day Pass Three-Day Pass Days Attending ___________________

$ _________

Total Payment $ _________

37th Annual Congress ndash Registration Form Register and make housing reservations at wwwAPAcongresscom

Name Ms Mr _________________________________________________

Title _________________________________________________________________

Organization _________________________________________________________

Street Address ________________________________________________________

City __________________ StateProvince ________ Country _____________

Zip + 4-digitPostal Code ______________________________________________

Telephone ____________________________________________________________ (AreaCountry Code)

Fax __________________________________________________________________

(AreaCountry Code)

Email ________________________________________________________________ (For official APA communications registration confirmations Payroll Currently and PAYTECH-Digital)

Please indicate if you are CPA PA (For NASBA reporting purposes)

Global Payroll Management Institute Subscriber Yes No

Needed for New Member Enrollment Birth date ______ ______ ______

I am an APA MEMBER

Memberrsquos ID __________________________________________________ (Update your contact information at wwwAPAcongresscom)

I am a COLLEAGUE of an APA MEMBER (at the same street address)

Colleaguersquos ID ______________________________________________________

Memberrsquos Name ______________________________________________________

Memberrsquos ID _______________________________________________________

I am NOT an APA Member or Colleague

Special Dietary Request Vegetarian Gluten-Free Kosher Peanut Allergy

Dairy Allergy Halal Shellfish Allergy Vegan

I have read the additional info for onsite meal requests found on page 22

All Attendees Please Complete This SectionIn case of emergency contact

Name ________________________________________________________________

Relation to Attendee ___________________________________________________

Daytime Phone _______________________________________________________

Evening Phone________________________________________________________

I will be staying at this hotel ___________________________________________

For Office Use Only Date ________________ Order _________________ Batch _______________ Group ________________ Check _______________ CP _________________ Total $ ________________

Registrant Information

Consent to Use Your Photograph and Contact Info By registering for this program you are granting official conference photographers permission to photograph you and publish photos in APA publications social media and marketing materials In addition by attending or speaking at this conference you are granting APA permission to make your contact information available to our sponsors who may choose to market their products and services to you via email fax telephone mail or other means

Virtual Congress amp Expo Not attending Congress in Long Beach Register for Virtual Congress amp Expo at wwwamericanpayrollorgvirtual-congresshtml

E M T 9 VLast updated 040419

1

I agree to the cancellation policies found at wwwamericanpayrollorg

PURCHASE ORDER ____________________________________________________ (for government agenciesuniversities only)

Make CHECK payable and mail to American Payroll Association

co Customer Service660 North Main Avenue Suite 100

San Antonio TX 78205-1217

If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of the event

Payment Information

Order Form

Payment in US dollars must accompany registration formCurrency Converter wwwxecom

Three Enrollment Options Online Fax MailwwwAPAcongresscom (210) 224-6038 To address below I authorize the American Payroll Association to CHARGE my American Express Discover MasterCard Visa

Card is Corporate Personal

Card ____________________________________________________________

Exp Date ______________________________ CVV Code __________________

Name on credit card ________________________________________________

Signature of cardholder ______________________________________________

3

2

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 7: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

ldquoLife Is Much Too Serious to Be Taken SeriouslyrdquoIn this funny and poignant presentation singer and actress Vicki Lawrence shares the story of her life a story of fun and comedy that includes how she met Carol Burnett how Mama came to be and how she ldquobecame a natural redheadrdquo Vicki will discuss the challenges and rewards of being a working mom as well as a more difficult time in her life when her talk show was canceled and she battled with depression With the belief that laughter is the best medicine Vicki will share how she overcame these challenges with her personal mantra ldquoLife is much too serious to be taken seriouslyrdquo

Not eligible for CPE credits or RCHs

VICKI LAWRENCEWEDNESDAY LUNCHEON

JEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOJEFF CIVILLICOldquoThe Power of the PivotrdquoWhen yoursquore faced with an obstacle at home or at work what do you do Do you allow that challenge to drain your energy or do you keep moving forward and pivot through the challenge to emerge stronger Personal and professional development can seem daunting We assume massive amounts of life-changing action is required to improve ourselves and our jobs More often than not whatrsquos required is actually a series of pivots Pivots are small changes that are made while staying grounded to who we are Jeff will share how he pivoted his way from performing juggling shows in his kitchen after dinner as a child to having a successful career in the cutthroat entertainment industry with his own award-winning headline show in Las Vegas multiple TV projects and a national nonprofit

FOS Personal Development10 CPE credit10 RCH

FRIDAY CLOSING GENERAL SESSION

7wwwAPAcongresscom

Sponsored by

8 paycon

ldquoConvergence Disruption and Opportunity How Existing Industries Will Be Disrupted and New Trillion-dollar Industries Will EmergerdquoIn the next five to ten years this will affect practically every industry Very few companies on todays Fortune 500 list will be on that list by the early 2020s They will go the way of Blockbuster Kodak RIM Compaq and Nokia This is not all bad news because disruption creates opportunities New industries will emerge and companies that lead the change will have the trillion-dollar market capitalizations

FOS Information Technology10 CPE credit10 RCH

Vivek Wadhwa is a Distinguished Fellow at Harvard Law School and Carnegie Mellon Universitys College of Engineering at Silicon Valley and has held appointments at Duke University Stanford Law School Emory University and Singularity University He has been featured in thousands of articles in publications worldwide including The Wall Street Journal The Economist Forbes The Washington Post The New York Times US News amp World Report and Science Magazine and has made many appearances on US and international TV stations including CBS60 Minutes PBS CNN ABC NBC CNBC and the BBC Based in Silicon Valley Professor Wadhwa researches exponentially advancing technologies that are soon going to change our world

VIVEK WADHWATHURSDAY GENERAL SESSION

Academic Author and Entrepreneur

Cant stay for the whole weekSign up for a single day pass and join us for any of the four days that is most convenient for you See page 20 for details

Have You Heard About The Movement

Sponsored by

9

Gary Lynch CPP 2018 Payroll Man of the Year

Jason Low CPS Head of TAPS The Association of Payroll Specialists

Jodi Parsons CPPPresidentAmerican Payroll Association

John Raguz CPPImmediate Past PresidentAmerican Payroll Association

Carolyn Huse CPP 2018 Payroll Woman of the Year

Tim Kelsey MCIPP AIPA OwnerKelsey Payroll Services

wwwAPAcongresscom

As we progress toward the future communication across cultural lines will become everyday reality Jason Low CPS and Tim Kelsey MCIPP AIPA will share their first-hand experiences with linguistic and behavioral styles to highlight daily interactions you may face as you communicate with people from different cultures By understanding these formalities youll be prepared for successful intercultural communication and collaboration

Say What Communicating Around the WorldTHURSDAYS SPECIAL PRESENTATION

10

Accountemps and Robert Half Finance amp AccountingADP LLCAllpoint NetworkAMGtimeAOA MedicalAPA Solutions CenterBloomberg TaxBlue Marble Global PayrollBranchBrinks MoneyBusiness Software IncCanadian Payroll Association TheCeridianChetu IncCIC Plus IncCMI Time Management ComdataD2Xchange LLCDailyPay Inc

DMA - DuCharme McMillen amp Associates IncEmptechEquifax Workforce SolutionsFBAFBG HoldingsFMP GlobalGreenshades SoftwareGrosvenor Technology LLCGT Global TrackerHampR BlockHigh Line CorporationHIREtechHuman Resource Executive (HRE)Huntington Business Systems InciiPayImmedisInsurePayIOIPayiSolved

JAT SoftwareJobingcomKronos IncorporatedLTtax IncMasterTax LLCMillennium Trust CompanyMoney Network A First Data CompanyNeeyamo IncNetSpend CorporationNGA Human ResourcesNOVAtime Technology IncOffice of Child Support EnforcementOneSource VirtualPaychex IncPayTrainregHolmes CorporationPS Web Solutionsrapid PayCardReplicon Inc

Safeguard GlobalSALT Payroll ConsultantsSociety for Human Resource ManagementSOLE FinancialSumTotal Systems LLCSymmetry SoftwareThomas amp CompanyTimeClock PlusTIMECOUS BankuConfirmUltimate SoftwareUSCIS - Verification DivisionVeriSafe JobsVillanova UniversityWD PensionmarkWise Consulting Associates IncWorkday IncWorkForce Software

2019 Congress Exhibitors

WEDNESDAY MAY 15Expo and Global Pavilion Grand Opening and Cocktail Reception 315 pm ndash 630 pm

THURSDAY MAY 16Expo and Global Pavilion Open1145 am ndash 730 pm

SPECIAL EVENTS Networking Lunch 1145 am ndash 1245 pm

Cocktail ReceptionDinner 500 pm ndash 730 pm

Costume Contest Exhibitor Prize Drawings 630 pm ndash 730 pm

FRIDAY MAY 17Expo and Global Pavilion Open930 am ndash 1100 am

SPECIAL EVENTS Exhibitor Prize Drawings 1030 am ndash 1100 am

WELCOME to the Worldrsquos Largest Payroll Expo

As of press timepaycon

As one of Congressrsquo most anticipated features the Expo is the center of the Congress hub Over 100 exhibitors come together here to share information and connect with the payroll professional community Home to the Global Payroll Pavilion and the Technology Solutions Stage the Expo is the place to be to learn about cutting-edge technologies tools resources and trends affecting the payroll industry

11

Gold Level

SilverLevel

Platinum Level

Diamond Level

Sapphire Level

As of press time

wwwAPAcongresscom

Have You Heard About The Movement

NetworkingCongress OrientationAttending for the first time Give the Congress Orientation Session top priority Presented by Congress veterans yoursquoll get important information plus valuable tips on making the most out of your Congress experience Plan to attend one of two sessions offered on Monday May 13 500 pm ndash 530 pm or Tuesday May 14 100 pm ndash 130 pm

Chapter Exchange ReceptionJoin other payroll professionals from over 120 active APA chapters across the country at this annual networking event APArsquos Board of Advisors will also be on hand to meet you at this highly anticipated event on Wednesday May 15 630 pm ndash 800 pm

Sponsored by

Chapter PictorialsVideo monitors throughout the convention center will showcase all of the creative and colorful local chapter pictorial presentations that were entered in the 2019 Chapter Pictorial Contest Each unique photo montage slide show reflects the activities and events APArsquos individual chapters participated in throughout 2018

Social Media CongressExpand your network and meet social media enthusiasts at the Congress Tweet Up Monday May 13 630 pm ndash 730 pm Need some social media training Stop by the Tweet Up or meet up at the APA booth during the Expo Cocktail Receptions on Wednesday and Thursday to learn how to expand your online network Be sure to use paycon on your social media posts

Events Annual Business MeetingHeld on Tuesday May 14 800 am ndash 930 am the American Payroll Associationrsquos Annual Business Meeting is open to all association members

Awards CeremoniesMembers are the lifeblood of the APA The success of the association and the advancement of the payroll profession are not possible without the efforts of our volunteers APA will honor these exceptional achievers in special awards ceremonies throughout the week

Chapter AwardsThe Chapter Contest Awards will be announced during the Chapter Exchange Reception on Wednesday May 15 630 pm ndash 800 pm Be there to hear about all of the chaptersrsquo success and hard work and see who will win the coveted Chapter of the Year Award Letrsquos celebrate all of the 2018 chapter accomplishments

Be an MVPPut your competitive spirit into high gear at this yearrsquos costume contest Deck yourself out as a favorite icon from the world of competitions Whether yoursquore inspiring or wacky your creative costume will be one for the books Plan your costume as an individual duo or group for one of the following categories

❯ All-Star Athlete

❯ Most Memorable Reality TV Show Competitor

❯ Ultimate Record Breaker

❯ Cheer Champion

Judging will take place during the Expo Cocktail Reception and Dinner on Thursday May 16 at 630 pm

Resources New WorkshopsThis year weve included more new workshops than ever before Over 50 new titles have been integrated into the educational lineup Look for the rsaquo icon next to the titles on pages 15-18

12 paycon

Federal Government Executive General SessionHear from key players in the current administration at this yearrsquos Federal Government Executive General Session on Friday May 17 at 800 am You wonrsquot want to miss this discussion of the issues that impact payroll management and how they are working to implement change

Leadership Excellence Series Shirley Davis PhD CSP SPHR SHRM-SCP

Join Dr Shirley Davis for the popular Leadership Excellence Series of workshops where yoursquoll explore such topics as ldquoThe Power of Your Personal Brandrdquo ldquoInclusive Leadershiprdquo ldquoStrategies for Leading a Culture Transformation in Your Organizationrdquo and ldquoBuilding Beneficial Business

Relationshipsrdquo Attend two double sessions when you choose this track and earn 6 RCHs and a Certificate of Completion

Worlds Largest Payroll ExpoWherersquos the best place to learn about the latest in payroll products technologies and tools The Expo Be there on Wednesday May 15 for the Grand Opening and Cocktail Reception See page 10 for a schedule of other Expo events

Global Payroll Management ForumThe Global Payroll Management Institutersquos 4th Annual Global Payroll Management Forum is provided in tandem with APArsquos 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 worldrsquos largest payroll Expo including a Global Pavilion of payroll service providers and solutions Go to GPMInstitutecom for more information

Congress AppDownload the free Congress 2019 app to view the latest schedule look up details on speakers and sessions search for Expo information message other attendees and much more

Sponsored by

Congress TodayCongress Today is the award-winning printed magazine and blog combo that provides timely news stories on conference events and photo coverage to enhance your Annual Congress experience Use this important onsite resource ndash both in print and online at CongressTodayorg ndash for your Congress news and highlights

Sponsored by

Spouse and Guest Information MeetingAll guests of registered participants are invited to a special spouse and guest program on Tuesday May 14 400 pm ndash 500 pm To help guests make the most of their stay in the Long Beach area representatives from local attractions will share highlights from some of the cityrsquos most popular sites

Earn up to 255 CPE CreditsCPAs can earn up to 255 CPE credits for attending each applicable General Session and workshop sessions

Recertification Credit HoursFPC and CPP designation holders can earn up to 255 RCHs for attending this conference and up to an additional 15 RCHs for attending Virtual Congress Virtual Congress is included with your All-Access Congress registration See page 23 for additional details

Professional Development LoungeMeet the newest addition to APAs Congress resources the Professional Development Lounge Focusing on both personal and professional development to the extreme this designated area features career experts on hand to show you how to enhance your resume and social media presence You can also meet with an APA staffer to update your member profile Stop by to enjoy beverages and snacks from Bogartrsquos Concession Stand and networking with colleagues while gaining some valuable professional insight For more information on the Professional Development Lounge go to apacongresscom

Congress RegistrationAll Congress attendees who purchase an All-Access Pass will also receive a Virtual Congress registration NEW for 2019 ndashColleagues and Non-Members purchasing an All-Access Pass will receive a Virtual Congress registration AND a 1-year APA membership

13wwwAPAcongresscom

NEW

THOUGHT LEADERSHIP Significant return on investment and overcoming industry challenges with specific product solutions is the focus of the Thought Leadership track These educational sessions showcase how organizations implemented specific solutions that positively impacted their bottom line

PAYROLL PROCESSINGThis essential track presents topics critical to the efficient operation of the payroll process Subjects range from internal controls to electronic payment methods and reconciliations

PAYROLL COMPLIANCE TOOLSIs your goal to have a penalty-free payroll In this track you will learn how to identify compliance issues and resolve them before your organization is subject to penalties

WAGE PAYMENTS AND DEDUCTIONSThis track presents topics critical to ensuring that employees are paid accurately Subjects range from regular rate of pay and handling overpayments to child support and other mandatory deductions

US TAXATION AND FORMSThis track presents topics essential to the understanding of US payroll taxation and reporting compliance Subjects range from third-party sick pay to multi-state taxation

GOVERNMENT AFFAIRSThis track is for professionals involved in maintaining compliance These sessions provide a thorough review of legislative and regulatory updates explore the expansion of electronic forms filing and reporting and include the latest from the IRS SSA DOL and other government agencies

INDUSTRY SPECIFIC FORUMSAre you in a special industry or have a special interest These forums discuss the hot topics and the unique issues of special interest to practitioners in a variety of trades and industries

BENEFITS AND COMPENSATIONThis track is for professionals looking for best practices and trends in the field of benefits and compensation including the latest on fringe benefits stock options cafeteria plans and nonqualified deferred compensation plans

14

Education Tracks oer 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

EXECUTIVEThis 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

GLOBAL FORUMS These forums explore a wide spectrum of payroll taxation and related issues from a global perspective Topics include paying nonresident aliens foreign nationals and expatriates international employee data privacy and global risk management

GLOBAL PAYROLL COUNTRY-BY-COUNTRY Is your organization expanding globally In this track you will learn the wage and hour and taxation requirements of selected countries

EXPATRIATE PAYROLLSAre you paying US citizens or resident aliens working outside of the United States This track will provide you the information to ensure you are taxing and reporting wages and fringe benefits correctly You will learn when to withhold and report income social security and Medicare taxes

ACCOUNTS PAYABLEThis is the essential track for accounts payable professionals and anyone who interfaces with AP These sessions cover processes and practices critical to a successful accounts payable operation Topics include Forms 1099-MISC and W-9 as well as internal controls automation and technology

TECHNOLOGYThis track is designed for IT HRIS and payroll professionals and those who interact with them These sessions cover the latest technology such as paycards electronic forms and self-service Internet portals as well as information security and emerging technology trends

ORGANIZATION AND PERSONAL MANAGEMENTFor anyone seeking insights and perspective on a range of timely issues This track offers vast options for enhancing your interpersonal skill set furthering your professional development expanding your leadership potential and advancing your career

LEADERSHIP EXCELLENCE SERIESA premier professional development track for all leaders and those who aspire to become leaders By attending all of the workshops in this track you will earn a Certificate of Completion

APA TOOLSAre you looking to get involved with the APA gain knowledge about our tools and resources or preparing to become certified Workshops in this track will offer a variety of sessions covering volunteering eLearning eBooks and certification

paycon

Have You Heard About The Movement

15

Payroll Processing

rsaquo How to Establish a Shared Services Center

rsaquo How to Reconcile and Reassure Your Executivesrsquo Total Pay

bull IRSSSA Reconciliations What You Donrsquot Know Can Hurt You

bull Mergers and Acquisitions Advanced

bull Payroll Accounting How Important Is It

rsaquo Payroll Processing In-House or Outsourced How to Determine What Model Is Right for Your Organization

bull Perform a Root Cause Payroll Analysis Take Your Payroll Department to the Next Level

bull The Infamous Rules Behind Direct Deposit and Same-Day ACH

bull Compliance Research How to Find Answers and Communicate to Management

bull Keep It All Together Keep It All Straight Payroll Record Keeping Requirements

bull Secrets of a Successful Year-end

bull The 10 Most Common Payroll Pitfalls

bull The Basics of Payroll Reconciliations

bull California Payroll Panel Discussion of CA Experts Addressing Updates Issues and Your Questions

bull e-IWO The Journey to Paperless Child Support Orders and More Begins Here

bull Garnishments Levies Student Loans and More

rsaquo How the Daily Pay Movement Will Impact Payroll As We Know it

bull Managing Termination Pay

bull Overpayments What Can We Do

rsaquo Overtime Under FLSA Regular Pay vs Regular Rate of Pay ndash Are You Calculating Correctly

bull Telecommuting Wage and HourTaxation Issues

Payroll Compliance Tools

Wage Payments and Deductions

bull The Nuts and Bolts of Child Support

bull Understanding Calculations From Basic to Complex

rsaquo Wage and Hour Rules ndash Federal State and Local Requirements

bull Wages Owed to Deceased Employees

bull White Collar Exemptions Under the FLSA

rsaquo A Day in the Life of a Payroll Professional Dealing With Complex Union Payrolls

rsaquo A Post-Tax Reform Overview of State Tax Withholding Changes

bull An Introduction to Multi-State Taxation

rsaquo Avoiding IRS Penalties the Successful Way

rsaquo Combating Fraudulent Authorizations

bull Controlling Employer Factors to Keep SUI Rates Low

bull Correcting the W-2 Form W-2c to 941-X and More

rsaquo How Employer Reporting Requirements are Expanding Current Legislative and Regulatory Trends

bull Introduction to Stock and Stock Option Plans

bull Local Income Tax in Indiana and Ohio

bull Local Income Tax in Pennsylvania

rsaquo Nexus How It Impacts Your Payroll

rsaquo Putting Smart Intelligence to Work for You

rsaquo Tax Notice Compliance ndash Taming the Tax Notice Tiger

rsaquo What Does the 2020 Form W-4 Mean to Payroll and Employees

bull When Does a Visa Impact Withholding

US Taxation and Forms

Visit APAcongresscom for complete workshop descriptions and the weeks schedule Over 50 new workshops (indicated by the rsaquo symbol) have been added this year

wwwAPAcongresscom

16

rsaquo Fair Scheduling Laws Ease the Burden on Payroll

bull Nonqualified Deferred Compensation Plans Advanced

bull Nonqualified Deferred Compensation Plans Basic

bull Paid Sick Leave From Perk to Mandate

rsaquo Payroll and 401(k) ndash Outsourcing Simplify and Protect

bull State and Local Taxation of Stock Options and Other Equity-Based Awards

bull Stock Options and Equity Compensation Plans Advanced

bull Taxable and Nontaxable Fringe Benefits Part 1

bull Taxable and Nontaxable Fringe Benefits Part 2

bull Advanced Career-Building Speaking Skills

rsaquo Building a Successful Business Case to Invest in You

bull Business Continuity Planning Itrsquos Not Just Disaster Recovery Anymore

bull Change Management Strategies to Ensure Successful Projects

bull Executive Compensation Audits What Is the IRS Looking At

bull How to Use Lean Tools to Eliminate Waste in Payroll Operations

bull HRPayrollTime Metrics Turning Data Into Meaningful Information

bull Innovative Best Practices of Prism Award Winners

bull Managing Vendor Partnerships Worldwide

bull Payroll Strategies for Success

rsaquo Process Improvement Through Problem Solving An Eight-Step Process

bull Quality Enhancements for Payroll

bull Six Sigma and Lean Practices Promote Success on Your Payroll Journey

rsaquo The Psychology of Change Management More Than Simply Communicating the Change

bull DOL Investigation How Would You Stack Up

bull Forum on Federal Payroll Issues Part 1

bull Forum on Federal Payroll Issues Part 2

bull Legislative Outlook and APA Lobbying 1

bull Legislative Outlook and APA Lobbying 2

bull State and Local Payroll Key Developments and Research Tools

bull Therapy 101 Form I-9 and E-Verify

bull Top 10 Things You Need to Know About Employment Tax

bull Using the Internet for Federal State and Local Payroll Research

bull Whats Old and New at SSA

rsaquo Agricultural Payroll Issues Challenges and Best Practices

bull Challenges of Health Care Industry Payroll

rsaquo Change Management for Shared Service Environments

bull FLSA Issues in the Government Sector

rsaquo Government Sector Best Practices ndash Fringe Benefits Time amp Attendance 457b and 403b Plans

bull How Payroll Service Providers Interact and Partner With the IRS

bull Manufacturing Industry Roundtable

bull Payroll for Higher Education Institutions

bull Payroll in the Hospitality Industry

bull The One-Person Payroll Department

rsaquo Tips and Tricks for Selecting Payroll Service Vendors and Systems

Executive

Benefits and Compensation

Industry Specific Forums

Government Aairs

paycon

17

Global Forumsbull Business Traveler Considerations for Payroll and

Corporate Tax Departments

bull Can You Asup2ord the Global Payroll Compliance Risk

rsaquo Esup2ectively Capturing Reporting and Reconciling Equity Income Globally

rsaquo GDPR ndash Next Steps Audits and Process

rsaquo Global Money Moving Mania

bull Global Strategic Alignment for HR and Payroll Professionals

rsaquo Inclusion and Diversity (IampD) The Natural Synergies Between IampD Initiatives and Global Mobility

bull Insights on Brexit

bull Introduction to US Nonresident Alien Tax Withholding

bull Nonresident Alien Taxation and Withholding for J-1 Exchange Visitors and F-1 Students

bull Payroll Edge Global Payroll Project Management

rsaquo Standardizing Global Payroll Processes

bull The State of Global Payroll Facts Fears and the Future for Your Organization

bull Understanding Tax Treaty Benefits and Limitations

bull Winning Globally Discovery Strategy Governance Part 1

bull Winning Globally Selecting a Payroll Delivery Model for Your Organization Part 2

bull Canadian Payrolls Nontaxation Issues

bull Canadian Payrolls Taxation Issues

bull Paying in the UK

bull Payroll in Australia

rsaquo Payroll in Brazil

rsaquo Payroll in China and Hong Kong

bull Payroll in France

rsaquo Payroll in Malaysia and Singapore

rsaquo Payroll in Mexico

bull Payroll in South Africa

rsaquo Payroll in Sweden and Norway

Expatriate Payrolls

rsaquo Esup2ectively Operating Shadow Payrolls

bull Expatriate Payroll 101 Everything You Need to Know to Get Started

bull Expatriate Payrolls Advanced

bull Understanding the Tax Equalization and Tax Protection Process

bull AP Accounting and Month-End Accruals

bull AP Internal Control and Auditing Techniques

bull Form 1099-MISC Reporting Federal and State Requirements

bull PayrollAP Best Practices What Does This Really Mean

bull Unclaimed Property Reporting What You Need to Know

bull Understanding Payments to Foreign Workers

bull Worker Classification Issues

rsaquo Blockchain Mobile Payments and the Future of Payroll Administration

rsaquo Cybersecurity Into the Breach

rsaquo DigihellipWhat How to Prepare and Implement a Digitalization Strategy

rsaquo Is HCM Integration for You

rsaquo Moving Payroll to the Cloud Whats Next (v 20)

rsaquo New System Implementation Checklist and Best Practices

bull Paperless Pay Compliance in 50 States

bull Payroll Card Program Best Practices

bull Payroll Fraud Detect Deter Defend

bull Preparing and Analyzing Requests for Proposal

bull Future Trends in Time and Attendance

bull Top 10 Cybersecurity Concerns That Businesses Always Ask About

bull What Every Payroll Professional Needs to Know About Emerging Payroll Technologies

Global Payroll Country by Country

wwwAPAcongresscom

Accounts Payable

Technology

Thought Leadership

rsaquo Building Strong Careers Using SMART Goals

bull Canrsquot Get That Project Completed Get an Intern

bull Developing a Cohesive Team

bull Documenting Your Procedures and Processes

bull Emotional Intelligence

rsaquo Ethics in Payroll

bull Exceptional Customer Service for Payroll Professionals

rsaquo How to Gain Power at Work When You Have None

rsaquo How to Successfully Manage a Payroll of Any Size

bull How to Turn a Payroll Disaster Into a Payroll Win

rsaquo Implementing a New Tool Start With Best Practices

rsaquo Leading During Crisis Workplace Violence

bull Letrsquos Talk Giving Feedback

bull Mentoring and Making It Work for Everyone

bull Metrics How to Begin to Tell Your Story

rsaquo Millennial Leadership

bull Myths Misconceptions and Untruths of Payroll

bull Organizational Culture The Make-or-Break Factor in Hiring and Retention

bull Payroll Best Practices Recap

bull Payroll Consulting as a Career Is It Right for Me

bull Process Mapping Driving Process Improvement

bull Selling Yourself and Your Ideas

bull Stand Up Speak Out Career Success

rsaquo Strategies for Getting a Seat at the Table and Making It Count

bull The Edge of Communication

rsaquo The Importance of Esup2ective Listening

bull The Perfect Partnership Payroll and Human Resources

bull Tips for Project Management

rsaquo Who Wants to Be a Millionaire

bull You Have Reached Your Peak Now What

Organization and Personal Management

18 paycon As of press time

bull Hotline Referral Committee Meeting

bull Make a Disup2erence Through Volunteer Committees

bull Payroll Source Plus Demonstration and QampA

bull PayTrainreg Payroll Training at Your Command

rsaquo Power Up Your Chapter to Increase Member Participation

bull Prepare Yourself for the FPC and CPP Exams

bull Social Media Best Practices for Payroll Professionals

bull Talent Management Through Payroll Assessments

rsaquo Writing Questions for the FPC and CPP Exams

bull How the Daily Pay Movement Will Impact Payroll as We Know It

rsaquo How to Break Up With Excel (But Stay Friends)

bull Introducing the 2019 Deloitte Payroll Benchmarking Survey

bull Leveraging Todays Technology for Payroll Operations

rsaquo Payroll at the Heart of Finance and HR

bull Payroll Change Management A Step-by-Step Guide

rsaquo Why Speed Accuracy and Choice Matter in Payroll Payments for the Young Workforce

Double Sessionrsaquo The Power of Your Personal Brand

rsaquo Inclusive Leadership ndash New Mindsets Models and Required Competencies for Workforce 2030

Double Sessionrsaquo Strategies for Leading a Culture Transformation in Your Organization

rsaquo Building Beneficial Business Relationships

Leadership Excellence Series

APA Tools

Sponsored by

THURSDAY MAY 16 | 730 PM ndash 1130 PM

After paying on the edge join us for an evening of playing on the edge

at this yearrsquos after-hours event Get competitive with your colleagues

and prove that you are the Most Valuable Payer Participate in exciting

activities that will test your skills or join DJ Shai on the dance floor

either way there is something for everyone to celebrate their own

unique competitive edge

Check out the costume categories at APACongresscom or on page 12

19wwwAPAcongresscom

Your Congress registration includes a 1-year APA Membership

(for Colleagues and Non-Members)

Additional Item Available for Purchase Expo Cocktail ReceptionDinner and Party Thursday May 16 $100 per guest (Must be 21 or older to attend)

For Registration Questions Call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT or Email APAamericanpayrollorg

Register Online wwwAPAcongresscom

Register today at wwwamericanpayrollorgvirtual-congresshtml

Enjoy your NEW APA Membership with your Congress registration

RESOURCESIndustry publications and breaking payroll news and updates

EDUCATIONMember discounts on all payroll training classes conferences webinars web-based programs online training and all APA publications

SUPPORTNetworking with over 20000 members through local chapters special events and social networking communities

ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS

ALL-ACCESS PASS(5 Days + Virtual Congress)

$530$1060$1590MEMBER $1900

NANANACOLLEAGUE $2050

$675$1350$2025NON-MEMBER $2120

20 paycon

Not attending CongressYou can still register to attend the Virtual Congress amp Expo

Member $225Non-Member $495

Event Code 19CONGRS Fees

All-Access Pass includes Congress registration and Virtual Congress registration Colleagues and Non-Members also receive a 1-year APA Membership

MEMBER $1900COLLEAGUE $2050NON-MEMBER $2120

Three-Day PassMEMBER $1590COLLEAGUE NANON-MEMBER $2025

Two-Day PassMEMBER $1060COLLEAGUE NANON-MEMBER $1350

One-Day PassMEMBER $530COLLEAGUE NANON-MEMBER $675

Guest Registration

Expo Cocktail ReceptionDinner and Party on May 16 $100 per guestGuest Name ____________________________ Guest Name ____________________________ $ _________

Registration Amount All-Access Pass One-Day Pass Two-Day Pass Three-Day Pass Days Attending ___________________

$ _________

Total Payment $ _________

37th Annual Congress ndash Registration Form Register and make housing reservations at wwwAPAcongresscom

Name Ms Mr _________________________________________________

Title _________________________________________________________________

Organization _________________________________________________________

Street Address ________________________________________________________

City __________________ StateProvince ________ Country _____________

Zip + 4-digitPostal Code ______________________________________________

Telephone ____________________________________________________________ (AreaCountry Code)

Fax __________________________________________________________________

(AreaCountry Code)

Email ________________________________________________________________ (For official APA communications registration confirmations Payroll Currently and PAYTECH-Digital)

Please indicate if you are CPA PA (For NASBA reporting purposes)

Global Payroll Management Institute Subscriber Yes No

Needed for New Member Enrollment Birth date ______ ______ ______

I am an APA MEMBER

Memberrsquos ID __________________________________________________ (Update your contact information at wwwAPAcongresscom)

I am a COLLEAGUE of an APA MEMBER (at the same street address)

Colleaguersquos ID ______________________________________________________

Memberrsquos Name ______________________________________________________

Memberrsquos ID _______________________________________________________

I am NOT an APA Member or Colleague

Special Dietary Request Vegetarian Gluten-Free Kosher Peanut Allergy

Dairy Allergy Halal Shellfish Allergy Vegan

I have read the additional info for onsite meal requests found on page 22

All Attendees Please Complete This SectionIn case of emergency contact

Name ________________________________________________________________

Relation to Attendee ___________________________________________________

Daytime Phone _______________________________________________________

Evening Phone________________________________________________________

I will be staying at this hotel ___________________________________________

For Office Use Only Date ________________ Order _________________ Batch _______________ Group ________________ Check _______________ CP _________________ Total $ ________________

Registrant Information

Consent to Use Your Photograph and Contact Info By registering for this program you are granting official conference photographers permission to photograph you and publish photos in APA publications social media and marketing materials In addition by attending or speaking at this conference you are granting APA permission to make your contact information available to our sponsors who may choose to market their products and services to you via email fax telephone mail or other means

Virtual Congress amp Expo Not attending Congress in Long Beach Register for Virtual Congress amp Expo at wwwamericanpayrollorgvirtual-congresshtml

E M T 9 VLast updated 040419

1

I agree to the cancellation policies found at wwwamericanpayrollorg

PURCHASE ORDER ____________________________________________________ (for government agenciesuniversities only)

Make CHECK payable and mail to American Payroll Association

co Customer Service660 North Main Avenue Suite 100

San Antonio TX 78205-1217

If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of the event

Payment Information

Order Form

Payment in US dollars must accompany registration formCurrency Converter wwwxecom

Three Enrollment Options Online Fax MailwwwAPAcongresscom (210) 224-6038 To address below I authorize the American Payroll Association to CHARGE my American Express Discover MasterCard Visa

Card is Corporate Personal

Card ____________________________________________________________

Exp Date ______________________________ CVV Code __________________

Name on credit card ________________________________________________

Signature of cardholder ______________________________________________

3

2

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 8: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

8 paycon

ldquoConvergence Disruption and Opportunity How Existing Industries Will Be Disrupted and New Trillion-dollar Industries Will EmergerdquoIn the next five to ten years this will affect practically every industry Very few companies on todays Fortune 500 list will be on that list by the early 2020s They will go the way of Blockbuster Kodak RIM Compaq and Nokia This is not all bad news because disruption creates opportunities New industries will emerge and companies that lead the change will have the trillion-dollar market capitalizations

FOS Information Technology10 CPE credit10 RCH

Vivek Wadhwa is a Distinguished Fellow at Harvard Law School and Carnegie Mellon Universitys College of Engineering at Silicon Valley and has held appointments at Duke University Stanford Law School Emory University and Singularity University He has been featured in thousands of articles in publications worldwide including The Wall Street Journal The Economist Forbes The Washington Post The New York Times US News amp World Report and Science Magazine and has made many appearances on US and international TV stations including CBS60 Minutes PBS CNN ABC NBC CNBC and the BBC Based in Silicon Valley Professor Wadhwa researches exponentially advancing technologies that are soon going to change our world

VIVEK WADHWATHURSDAY GENERAL SESSION

Academic Author and Entrepreneur

Cant stay for the whole weekSign up for a single day pass and join us for any of the four days that is most convenient for you See page 20 for details

Have You Heard About The Movement

Sponsored by

9

Gary Lynch CPP 2018 Payroll Man of the Year

Jason Low CPS Head of TAPS The Association of Payroll Specialists

Jodi Parsons CPPPresidentAmerican Payroll Association

John Raguz CPPImmediate Past PresidentAmerican Payroll Association

Carolyn Huse CPP 2018 Payroll Woman of the Year

Tim Kelsey MCIPP AIPA OwnerKelsey Payroll Services

wwwAPAcongresscom

As we progress toward the future communication across cultural lines will become everyday reality Jason Low CPS and Tim Kelsey MCIPP AIPA will share their first-hand experiences with linguistic and behavioral styles to highlight daily interactions you may face as you communicate with people from different cultures By understanding these formalities youll be prepared for successful intercultural communication and collaboration

Say What Communicating Around the WorldTHURSDAYS SPECIAL PRESENTATION

10

Accountemps and Robert Half Finance amp AccountingADP LLCAllpoint NetworkAMGtimeAOA MedicalAPA Solutions CenterBloomberg TaxBlue Marble Global PayrollBranchBrinks MoneyBusiness Software IncCanadian Payroll Association TheCeridianChetu IncCIC Plus IncCMI Time Management ComdataD2Xchange LLCDailyPay Inc

DMA - DuCharme McMillen amp Associates IncEmptechEquifax Workforce SolutionsFBAFBG HoldingsFMP GlobalGreenshades SoftwareGrosvenor Technology LLCGT Global TrackerHampR BlockHigh Line CorporationHIREtechHuman Resource Executive (HRE)Huntington Business Systems InciiPayImmedisInsurePayIOIPayiSolved

JAT SoftwareJobingcomKronos IncorporatedLTtax IncMasterTax LLCMillennium Trust CompanyMoney Network A First Data CompanyNeeyamo IncNetSpend CorporationNGA Human ResourcesNOVAtime Technology IncOffice of Child Support EnforcementOneSource VirtualPaychex IncPayTrainregHolmes CorporationPS Web Solutionsrapid PayCardReplicon Inc

Safeguard GlobalSALT Payroll ConsultantsSociety for Human Resource ManagementSOLE FinancialSumTotal Systems LLCSymmetry SoftwareThomas amp CompanyTimeClock PlusTIMECOUS BankuConfirmUltimate SoftwareUSCIS - Verification DivisionVeriSafe JobsVillanova UniversityWD PensionmarkWise Consulting Associates IncWorkday IncWorkForce Software

2019 Congress Exhibitors

WEDNESDAY MAY 15Expo and Global Pavilion Grand Opening and Cocktail Reception 315 pm ndash 630 pm

THURSDAY MAY 16Expo and Global Pavilion Open1145 am ndash 730 pm

SPECIAL EVENTS Networking Lunch 1145 am ndash 1245 pm

Cocktail ReceptionDinner 500 pm ndash 730 pm

Costume Contest Exhibitor Prize Drawings 630 pm ndash 730 pm

FRIDAY MAY 17Expo and Global Pavilion Open930 am ndash 1100 am

SPECIAL EVENTS Exhibitor Prize Drawings 1030 am ndash 1100 am

WELCOME to the Worldrsquos Largest Payroll Expo

As of press timepaycon

As one of Congressrsquo most anticipated features the Expo is the center of the Congress hub Over 100 exhibitors come together here to share information and connect with the payroll professional community Home to the Global Payroll Pavilion and the Technology Solutions Stage the Expo is the place to be to learn about cutting-edge technologies tools resources and trends affecting the payroll industry

11

Gold Level

SilverLevel

Platinum Level

Diamond Level

Sapphire Level

As of press time

wwwAPAcongresscom

Have You Heard About The Movement

NetworkingCongress OrientationAttending for the first time Give the Congress Orientation Session top priority Presented by Congress veterans yoursquoll get important information plus valuable tips on making the most out of your Congress experience Plan to attend one of two sessions offered on Monday May 13 500 pm ndash 530 pm or Tuesday May 14 100 pm ndash 130 pm

Chapter Exchange ReceptionJoin other payroll professionals from over 120 active APA chapters across the country at this annual networking event APArsquos Board of Advisors will also be on hand to meet you at this highly anticipated event on Wednesday May 15 630 pm ndash 800 pm

Sponsored by

Chapter PictorialsVideo monitors throughout the convention center will showcase all of the creative and colorful local chapter pictorial presentations that were entered in the 2019 Chapter Pictorial Contest Each unique photo montage slide show reflects the activities and events APArsquos individual chapters participated in throughout 2018

Social Media CongressExpand your network and meet social media enthusiasts at the Congress Tweet Up Monday May 13 630 pm ndash 730 pm Need some social media training Stop by the Tweet Up or meet up at the APA booth during the Expo Cocktail Receptions on Wednesday and Thursday to learn how to expand your online network Be sure to use paycon on your social media posts

Events Annual Business MeetingHeld on Tuesday May 14 800 am ndash 930 am the American Payroll Associationrsquos Annual Business Meeting is open to all association members

Awards CeremoniesMembers are the lifeblood of the APA The success of the association and the advancement of the payroll profession are not possible without the efforts of our volunteers APA will honor these exceptional achievers in special awards ceremonies throughout the week

Chapter AwardsThe Chapter Contest Awards will be announced during the Chapter Exchange Reception on Wednesday May 15 630 pm ndash 800 pm Be there to hear about all of the chaptersrsquo success and hard work and see who will win the coveted Chapter of the Year Award Letrsquos celebrate all of the 2018 chapter accomplishments

Be an MVPPut your competitive spirit into high gear at this yearrsquos costume contest Deck yourself out as a favorite icon from the world of competitions Whether yoursquore inspiring or wacky your creative costume will be one for the books Plan your costume as an individual duo or group for one of the following categories

❯ All-Star Athlete

❯ Most Memorable Reality TV Show Competitor

❯ Ultimate Record Breaker

❯ Cheer Champion

Judging will take place during the Expo Cocktail Reception and Dinner on Thursday May 16 at 630 pm

Resources New WorkshopsThis year weve included more new workshops than ever before Over 50 new titles have been integrated into the educational lineup Look for the rsaquo icon next to the titles on pages 15-18

12 paycon

Federal Government Executive General SessionHear from key players in the current administration at this yearrsquos Federal Government Executive General Session on Friday May 17 at 800 am You wonrsquot want to miss this discussion of the issues that impact payroll management and how they are working to implement change

Leadership Excellence Series Shirley Davis PhD CSP SPHR SHRM-SCP

Join Dr Shirley Davis for the popular Leadership Excellence Series of workshops where yoursquoll explore such topics as ldquoThe Power of Your Personal Brandrdquo ldquoInclusive Leadershiprdquo ldquoStrategies for Leading a Culture Transformation in Your Organizationrdquo and ldquoBuilding Beneficial Business

Relationshipsrdquo Attend two double sessions when you choose this track and earn 6 RCHs and a Certificate of Completion

Worlds Largest Payroll ExpoWherersquos the best place to learn about the latest in payroll products technologies and tools The Expo Be there on Wednesday May 15 for the Grand Opening and Cocktail Reception See page 10 for a schedule of other Expo events

Global Payroll Management ForumThe Global Payroll Management Institutersquos 4th Annual Global Payroll Management Forum is provided in tandem with APArsquos 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 worldrsquos largest payroll Expo including a Global Pavilion of payroll service providers and solutions Go to GPMInstitutecom for more information

Congress AppDownload the free Congress 2019 app to view the latest schedule look up details on speakers and sessions search for Expo information message other attendees and much more

Sponsored by

Congress TodayCongress Today is the award-winning printed magazine and blog combo that provides timely news stories on conference events and photo coverage to enhance your Annual Congress experience Use this important onsite resource ndash both in print and online at CongressTodayorg ndash for your Congress news and highlights

Sponsored by

Spouse and Guest Information MeetingAll guests of registered participants are invited to a special spouse and guest program on Tuesday May 14 400 pm ndash 500 pm To help guests make the most of their stay in the Long Beach area representatives from local attractions will share highlights from some of the cityrsquos most popular sites

Earn up to 255 CPE CreditsCPAs can earn up to 255 CPE credits for attending each applicable General Session and workshop sessions

Recertification Credit HoursFPC and CPP designation holders can earn up to 255 RCHs for attending this conference and up to an additional 15 RCHs for attending Virtual Congress Virtual Congress is included with your All-Access Congress registration See page 23 for additional details

Professional Development LoungeMeet the newest addition to APAs Congress resources the Professional Development Lounge Focusing on both personal and professional development to the extreme this designated area features career experts on hand to show you how to enhance your resume and social media presence You can also meet with an APA staffer to update your member profile Stop by to enjoy beverages and snacks from Bogartrsquos Concession Stand and networking with colleagues while gaining some valuable professional insight For more information on the Professional Development Lounge go to apacongresscom

Congress RegistrationAll Congress attendees who purchase an All-Access Pass will also receive a Virtual Congress registration NEW for 2019 ndashColleagues and Non-Members purchasing an All-Access Pass will receive a Virtual Congress registration AND a 1-year APA membership

13wwwAPAcongresscom

NEW

THOUGHT LEADERSHIP Significant return on investment and overcoming industry challenges with specific product solutions is the focus of the Thought Leadership track These educational sessions showcase how organizations implemented specific solutions that positively impacted their bottom line

PAYROLL PROCESSINGThis essential track presents topics critical to the efficient operation of the payroll process Subjects range from internal controls to electronic payment methods and reconciliations

PAYROLL COMPLIANCE TOOLSIs your goal to have a penalty-free payroll In this track you will learn how to identify compliance issues and resolve them before your organization is subject to penalties

WAGE PAYMENTS AND DEDUCTIONSThis track presents topics critical to ensuring that employees are paid accurately Subjects range from regular rate of pay and handling overpayments to child support and other mandatory deductions

US TAXATION AND FORMSThis track presents topics essential to the understanding of US payroll taxation and reporting compliance Subjects range from third-party sick pay to multi-state taxation

GOVERNMENT AFFAIRSThis track is for professionals involved in maintaining compliance These sessions provide a thorough review of legislative and regulatory updates explore the expansion of electronic forms filing and reporting and include the latest from the IRS SSA DOL and other government agencies

INDUSTRY SPECIFIC FORUMSAre you in a special industry or have a special interest These forums discuss the hot topics and the unique issues of special interest to practitioners in a variety of trades and industries

BENEFITS AND COMPENSATIONThis track is for professionals looking for best practices and trends in the field of benefits and compensation including the latest on fringe benefits stock options cafeteria plans and nonqualified deferred compensation plans

14

Education Tracks oer 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

EXECUTIVEThis 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

GLOBAL FORUMS These forums explore a wide spectrum of payroll taxation and related issues from a global perspective Topics include paying nonresident aliens foreign nationals and expatriates international employee data privacy and global risk management

GLOBAL PAYROLL COUNTRY-BY-COUNTRY Is your organization expanding globally In this track you will learn the wage and hour and taxation requirements of selected countries

EXPATRIATE PAYROLLSAre you paying US citizens or resident aliens working outside of the United States This track will provide you the information to ensure you are taxing and reporting wages and fringe benefits correctly You will learn when to withhold and report income social security and Medicare taxes

ACCOUNTS PAYABLEThis is the essential track for accounts payable professionals and anyone who interfaces with AP These sessions cover processes and practices critical to a successful accounts payable operation Topics include Forms 1099-MISC and W-9 as well as internal controls automation and technology

TECHNOLOGYThis track is designed for IT HRIS and payroll professionals and those who interact with them These sessions cover the latest technology such as paycards electronic forms and self-service Internet portals as well as information security and emerging technology trends

ORGANIZATION AND PERSONAL MANAGEMENTFor anyone seeking insights and perspective on a range of timely issues This track offers vast options for enhancing your interpersonal skill set furthering your professional development expanding your leadership potential and advancing your career

LEADERSHIP EXCELLENCE SERIESA premier professional development track for all leaders and those who aspire to become leaders By attending all of the workshops in this track you will earn a Certificate of Completion

APA TOOLSAre you looking to get involved with the APA gain knowledge about our tools and resources or preparing to become certified Workshops in this track will offer a variety of sessions covering volunteering eLearning eBooks and certification

paycon

Have You Heard About The Movement

15

Payroll Processing

rsaquo How to Establish a Shared Services Center

rsaquo How to Reconcile and Reassure Your Executivesrsquo Total Pay

bull IRSSSA Reconciliations What You Donrsquot Know Can Hurt You

bull Mergers and Acquisitions Advanced

bull Payroll Accounting How Important Is It

rsaquo Payroll Processing In-House or Outsourced How to Determine What Model Is Right for Your Organization

bull Perform a Root Cause Payroll Analysis Take Your Payroll Department to the Next Level

bull The Infamous Rules Behind Direct Deposit and Same-Day ACH

bull Compliance Research How to Find Answers and Communicate to Management

bull Keep It All Together Keep It All Straight Payroll Record Keeping Requirements

bull Secrets of a Successful Year-end

bull The 10 Most Common Payroll Pitfalls

bull The Basics of Payroll Reconciliations

bull California Payroll Panel Discussion of CA Experts Addressing Updates Issues and Your Questions

bull e-IWO The Journey to Paperless Child Support Orders and More Begins Here

bull Garnishments Levies Student Loans and More

rsaquo How the Daily Pay Movement Will Impact Payroll As We Know it

bull Managing Termination Pay

bull Overpayments What Can We Do

rsaquo Overtime Under FLSA Regular Pay vs Regular Rate of Pay ndash Are You Calculating Correctly

bull Telecommuting Wage and HourTaxation Issues

Payroll Compliance Tools

Wage Payments and Deductions

bull The Nuts and Bolts of Child Support

bull Understanding Calculations From Basic to Complex

rsaquo Wage and Hour Rules ndash Federal State and Local Requirements

bull Wages Owed to Deceased Employees

bull White Collar Exemptions Under the FLSA

rsaquo A Day in the Life of a Payroll Professional Dealing With Complex Union Payrolls

rsaquo A Post-Tax Reform Overview of State Tax Withholding Changes

bull An Introduction to Multi-State Taxation

rsaquo Avoiding IRS Penalties the Successful Way

rsaquo Combating Fraudulent Authorizations

bull Controlling Employer Factors to Keep SUI Rates Low

bull Correcting the W-2 Form W-2c to 941-X and More

rsaquo How Employer Reporting Requirements are Expanding Current Legislative and Regulatory Trends

bull Introduction to Stock and Stock Option Plans

bull Local Income Tax in Indiana and Ohio

bull Local Income Tax in Pennsylvania

rsaquo Nexus How It Impacts Your Payroll

rsaquo Putting Smart Intelligence to Work for You

rsaquo Tax Notice Compliance ndash Taming the Tax Notice Tiger

rsaquo What Does the 2020 Form W-4 Mean to Payroll and Employees

bull When Does a Visa Impact Withholding

US Taxation and Forms

Visit APAcongresscom for complete workshop descriptions and the weeks schedule Over 50 new workshops (indicated by the rsaquo symbol) have been added this year

wwwAPAcongresscom

16

rsaquo Fair Scheduling Laws Ease the Burden on Payroll

bull Nonqualified Deferred Compensation Plans Advanced

bull Nonqualified Deferred Compensation Plans Basic

bull Paid Sick Leave From Perk to Mandate

rsaquo Payroll and 401(k) ndash Outsourcing Simplify and Protect

bull State and Local Taxation of Stock Options and Other Equity-Based Awards

bull Stock Options and Equity Compensation Plans Advanced

bull Taxable and Nontaxable Fringe Benefits Part 1

bull Taxable and Nontaxable Fringe Benefits Part 2

bull Advanced Career-Building Speaking Skills

rsaquo Building a Successful Business Case to Invest in You

bull Business Continuity Planning Itrsquos Not Just Disaster Recovery Anymore

bull Change Management Strategies to Ensure Successful Projects

bull Executive Compensation Audits What Is the IRS Looking At

bull How to Use Lean Tools to Eliminate Waste in Payroll Operations

bull HRPayrollTime Metrics Turning Data Into Meaningful Information

bull Innovative Best Practices of Prism Award Winners

bull Managing Vendor Partnerships Worldwide

bull Payroll Strategies for Success

rsaquo Process Improvement Through Problem Solving An Eight-Step Process

bull Quality Enhancements for Payroll

bull Six Sigma and Lean Practices Promote Success on Your Payroll Journey

rsaquo The Psychology of Change Management More Than Simply Communicating the Change

bull DOL Investigation How Would You Stack Up

bull Forum on Federal Payroll Issues Part 1

bull Forum on Federal Payroll Issues Part 2

bull Legislative Outlook and APA Lobbying 1

bull Legislative Outlook and APA Lobbying 2

bull State and Local Payroll Key Developments and Research Tools

bull Therapy 101 Form I-9 and E-Verify

bull Top 10 Things You Need to Know About Employment Tax

bull Using the Internet for Federal State and Local Payroll Research

bull Whats Old and New at SSA

rsaquo Agricultural Payroll Issues Challenges and Best Practices

bull Challenges of Health Care Industry Payroll

rsaquo Change Management for Shared Service Environments

bull FLSA Issues in the Government Sector

rsaquo Government Sector Best Practices ndash Fringe Benefits Time amp Attendance 457b and 403b Plans

bull How Payroll Service Providers Interact and Partner With the IRS

bull Manufacturing Industry Roundtable

bull Payroll for Higher Education Institutions

bull Payroll in the Hospitality Industry

bull The One-Person Payroll Department

rsaquo Tips and Tricks for Selecting Payroll Service Vendors and Systems

Executive

Benefits and Compensation

Industry Specific Forums

Government Aairs

paycon

17

Global Forumsbull Business Traveler Considerations for Payroll and

Corporate Tax Departments

bull Can You Asup2ord the Global Payroll Compliance Risk

rsaquo Esup2ectively Capturing Reporting and Reconciling Equity Income Globally

rsaquo GDPR ndash Next Steps Audits and Process

rsaquo Global Money Moving Mania

bull Global Strategic Alignment for HR and Payroll Professionals

rsaquo Inclusion and Diversity (IampD) The Natural Synergies Between IampD Initiatives and Global Mobility

bull Insights on Brexit

bull Introduction to US Nonresident Alien Tax Withholding

bull Nonresident Alien Taxation and Withholding for J-1 Exchange Visitors and F-1 Students

bull Payroll Edge Global Payroll Project Management

rsaquo Standardizing Global Payroll Processes

bull The State of Global Payroll Facts Fears and the Future for Your Organization

bull Understanding Tax Treaty Benefits and Limitations

bull Winning Globally Discovery Strategy Governance Part 1

bull Winning Globally Selecting a Payroll Delivery Model for Your Organization Part 2

bull Canadian Payrolls Nontaxation Issues

bull Canadian Payrolls Taxation Issues

bull Paying in the UK

bull Payroll in Australia

rsaquo Payroll in Brazil

rsaquo Payroll in China and Hong Kong

bull Payroll in France

rsaquo Payroll in Malaysia and Singapore

rsaquo Payroll in Mexico

bull Payroll in South Africa

rsaquo Payroll in Sweden and Norway

Expatriate Payrolls

rsaquo Esup2ectively Operating Shadow Payrolls

bull Expatriate Payroll 101 Everything You Need to Know to Get Started

bull Expatriate Payrolls Advanced

bull Understanding the Tax Equalization and Tax Protection Process

bull AP Accounting and Month-End Accruals

bull AP Internal Control and Auditing Techniques

bull Form 1099-MISC Reporting Federal and State Requirements

bull PayrollAP Best Practices What Does This Really Mean

bull Unclaimed Property Reporting What You Need to Know

bull Understanding Payments to Foreign Workers

bull Worker Classification Issues

rsaquo Blockchain Mobile Payments and the Future of Payroll Administration

rsaquo Cybersecurity Into the Breach

rsaquo DigihellipWhat How to Prepare and Implement a Digitalization Strategy

rsaquo Is HCM Integration for You

rsaquo Moving Payroll to the Cloud Whats Next (v 20)

rsaquo New System Implementation Checklist and Best Practices

bull Paperless Pay Compliance in 50 States

bull Payroll Card Program Best Practices

bull Payroll Fraud Detect Deter Defend

bull Preparing and Analyzing Requests for Proposal

bull Future Trends in Time and Attendance

bull Top 10 Cybersecurity Concerns That Businesses Always Ask About

bull What Every Payroll Professional Needs to Know About Emerging Payroll Technologies

Global Payroll Country by Country

wwwAPAcongresscom

Accounts Payable

Technology

Thought Leadership

rsaquo Building Strong Careers Using SMART Goals

bull Canrsquot Get That Project Completed Get an Intern

bull Developing a Cohesive Team

bull Documenting Your Procedures and Processes

bull Emotional Intelligence

rsaquo Ethics in Payroll

bull Exceptional Customer Service for Payroll Professionals

rsaquo How to Gain Power at Work When You Have None

rsaquo How to Successfully Manage a Payroll of Any Size

bull How to Turn a Payroll Disaster Into a Payroll Win

rsaquo Implementing a New Tool Start With Best Practices

rsaquo Leading During Crisis Workplace Violence

bull Letrsquos Talk Giving Feedback

bull Mentoring and Making It Work for Everyone

bull Metrics How to Begin to Tell Your Story

rsaquo Millennial Leadership

bull Myths Misconceptions and Untruths of Payroll

bull Organizational Culture The Make-or-Break Factor in Hiring and Retention

bull Payroll Best Practices Recap

bull Payroll Consulting as a Career Is It Right for Me

bull Process Mapping Driving Process Improvement

bull Selling Yourself and Your Ideas

bull Stand Up Speak Out Career Success

rsaquo Strategies for Getting a Seat at the Table and Making It Count

bull The Edge of Communication

rsaquo The Importance of Esup2ective Listening

bull The Perfect Partnership Payroll and Human Resources

bull Tips for Project Management

rsaquo Who Wants to Be a Millionaire

bull You Have Reached Your Peak Now What

Organization and Personal Management

18 paycon As of press time

bull Hotline Referral Committee Meeting

bull Make a Disup2erence Through Volunteer Committees

bull Payroll Source Plus Demonstration and QampA

bull PayTrainreg Payroll Training at Your Command

rsaquo Power Up Your Chapter to Increase Member Participation

bull Prepare Yourself for the FPC and CPP Exams

bull Social Media Best Practices for Payroll Professionals

bull Talent Management Through Payroll Assessments

rsaquo Writing Questions for the FPC and CPP Exams

bull How the Daily Pay Movement Will Impact Payroll as We Know It

rsaquo How to Break Up With Excel (But Stay Friends)

bull Introducing the 2019 Deloitte Payroll Benchmarking Survey

bull Leveraging Todays Technology for Payroll Operations

rsaquo Payroll at the Heart of Finance and HR

bull Payroll Change Management A Step-by-Step Guide

rsaquo Why Speed Accuracy and Choice Matter in Payroll Payments for the Young Workforce

Double Sessionrsaquo The Power of Your Personal Brand

rsaquo Inclusive Leadership ndash New Mindsets Models and Required Competencies for Workforce 2030

Double Sessionrsaquo Strategies for Leading a Culture Transformation in Your Organization

rsaquo Building Beneficial Business Relationships

Leadership Excellence Series

APA Tools

Sponsored by

THURSDAY MAY 16 | 730 PM ndash 1130 PM

After paying on the edge join us for an evening of playing on the edge

at this yearrsquos after-hours event Get competitive with your colleagues

and prove that you are the Most Valuable Payer Participate in exciting

activities that will test your skills or join DJ Shai on the dance floor

either way there is something for everyone to celebrate their own

unique competitive edge

Check out the costume categories at APACongresscom or on page 12

19wwwAPAcongresscom

Your Congress registration includes a 1-year APA Membership

(for Colleagues and Non-Members)

Additional Item Available for Purchase Expo Cocktail ReceptionDinner and Party Thursday May 16 $100 per guest (Must be 21 or older to attend)

For Registration Questions Call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT or Email APAamericanpayrollorg

Register Online wwwAPAcongresscom

Register today at wwwamericanpayrollorgvirtual-congresshtml

Enjoy your NEW APA Membership with your Congress registration

RESOURCESIndustry publications and breaking payroll news and updates

EDUCATIONMember discounts on all payroll training classes conferences webinars web-based programs online training and all APA publications

SUPPORTNetworking with over 20000 members through local chapters special events and social networking communities

ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS

ALL-ACCESS PASS(5 Days + Virtual Congress)

$530$1060$1590MEMBER $1900

NANANACOLLEAGUE $2050

$675$1350$2025NON-MEMBER $2120

20 paycon

Not attending CongressYou can still register to attend the Virtual Congress amp Expo

Member $225Non-Member $495

Event Code 19CONGRS Fees

All-Access Pass includes Congress registration and Virtual Congress registration Colleagues and Non-Members also receive a 1-year APA Membership

MEMBER $1900COLLEAGUE $2050NON-MEMBER $2120

Three-Day PassMEMBER $1590COLLEAGUE NANON-MEMBER $2025

Two-Day PassMEMBER $1060COLLEAGUE NANON-MEMBER $1350

One-Day PassMEMBER $530COLLEAGUE NANON-MEMBER $675

Guest Registration

Expo Cocktail ReceptionDinner and Party on May 16 $100 per guestGuest Name ____________________________ Guest Name ____________________________ $ _________

Registration Amount All-Access Pass One-Day Pass Two-Day Pass Three-Day Pass Days Attending ___________________

$ _________

Total Payment $ _________

37th Annual Congress ndash Registration Form Register and make housing reservations at wwwAPAcongresscom

Name Ms Mr _________________________________________________

Title _________________________________________________________________

Organization _________________________________________________________

Street Address ________________________________________________________

City __________________ StateProvince ________ Country _____________

Zip + 4-digitPostal Code ______________________________________________

Telephone ____________________________________________________________ (AreaCountry Code)

Fax __________________________________________________________________

(AreaCountry Code)

Email ________________________________________________________________ (For official APA communications registration confirmations Payroll Currently and PAYTECH-Digital)

Please indicate if you are CPA PA (For NASBA reporting purposes)

Global Payroll Management Institute Subscriber Yes No

Needed for New Member Enrollment Birth date ______ ______ ______

I am an APA MEMBER

Memberrsquos ID __________________________________________________ (Update your contact information at wwwAPAcongresscom)

I am a COLLEAGUE of an APA MEMBER (at the same street address)

Colleaguersquos ID ______________________________________________________

Memberrsquos Name ______________________________________________________

Memberrsquos ID _______________________________________________________

I am NOT an APA Member or Colleague

Special Dietary Request Vegetarian Gluten-Free Kosher Peanut Allergy

Dairy Allergy Halal Shellfish Allergy Vegan

I have read the additional info for onsite meal requests found on page 22

All Attendees Please Complete This SectionIn case of emergency contact

Name ________________________________________________________________

Relation to Attendee ___________________________________________________

Daytime Phone _______________________________________________________

Evening Phone________________________________________________________

I will be staying at this hotel ___________________________________________

For Office Use Only Date ________________ Order _________________ Batch _______________ Group ________________ Check _______________ CP _________________ Total $ ________________

Registrant Information

Consent to Use Your Photograph and Contact Info By registering for this program you are granting official conference photographers permission to photograph you and publish photos in APA publications social media and marketing materials In addition by attending or speaking at this conference you are granting APA permission to make your contact information available to our sponsors who may choose to market their products and services to you via email fax telephone mail or other means

Virtual Congress amp Expo Not attending Congress in Long Beach Register for Virtual Congress amp Expo at wwwamericanpayrollorgvirtual-congresshtml

E M T 9 VLast updated 040419

1

I agree to the cancellation policies found at wwwamericanpayrollorg

PURCHASE ORDER ____________________________________________________ (for government agenciesuniversities only)

Make CHECK payable and mail to American Payroll Association

co Customer Service660 North Main Avenue Suite 100

San Antonio TX 78205-1217

If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of the event

Payment Information

Order Form

Payment in US dollars must accompany registration formCurrency Converter wwwxecom

Three Enrollment Options Online Fax MailwwwAPAcongresscom (210) 224-6038 To address below I authorize the American Payroll Association to CHARGE my American Express Discover MasterCard Visa

Card is Corporate Personal

Card ____________________________________________________________

Exp Date ______________________________ CVV Code __________________

Name on credit card ________________________________________________

Signature of cardholder ______________________________________________

3

2

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 9: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

9

Gary Lynch CPP 2018 Payroll Man of the Year

Jason Low CPS Head of TAPS The Association of Payroll Specialists

Jodi Parsons CPPPresidentAmerican Payroll Association

John Raguz CPPImmediate Past PresidentAmerican Payroll Association

Carolyn Huse CPP 2018 Payroll Woman of the Year

Tim Kelsey MCIPP AIPA OwnerKelsey Payroll Services

wwwAPAcongresscom

As we progress toward the future communication across cultural lines will become everyday reality Jason Low CPS and Tim Kelsey MCIPP AIPA will share their first-hand experiences with linguistic and behavioral styles to highlight daily interactions you may face as you communicate with people from different cultures By understanding these formalities youll be prepared for successful intercultural communication and collaboration

Say What Communicating Around the WorldTHURSDAYS SPECIAL PRESENTATION

10

Accountemps and Robert Half Finance amp AccountingADP LLCAllpoint NetworkAMGtimeAOA MedicalAPA Solutions CenterBloomberg TaxBlue Marble Global PayrollBranchBrinks MoneyBusiness Software IncCanadian Payroll Association TheCeridianChetu IncCIC Plus IncCMI Time Management ComdataD2Xchange LLCDailyPay Inc

DMA - DuCharme McMillen amp Associates IncEmptechEquifax Workforce SolutionsFBAFBG HoldingsFMP GlobalGreenshades SoftwareGrosvenor Technology LLCGT Global TrackerHampR BlockHigh Line CorporationHIREtechHuman Resource Executive (HRE)Huntington Business Systems InciiPayImmedisInsurePayIOIPayiSolved

JAT SoftwareJobingcomKronos IncorporatedLTtax IncMasterTax LLCMillennium Trust CompanyMoney Network A First Data CompanyNeeyamo IncNetSpend CorporationNGA Human ResourcesNOVAtime Technology IncOffice of Child Support EnforcementOneSource VirtualPaychex IncPayTrainregHolmes CorporationPS Web Solutionsrapid PayCardReplicon Inc

Safeguard GlobalSALT Payroll ConsultantsSociety for Human Resource ManagementSOLE FinancialSumTotal Systems LLCSymmetry SoftwareThomas amp CompanyTimeClock PlusTIMECOUS BankuConfirmUltimate SoftwareUSCIS - Verification DivisionVeriSafe JobsVillanova UniversityWD PensionmarkWise Consulting Associates IncWorkday IncWorkForce Software

2019 Congress Exhibitors

WEDNESDAY MAY 15Expo and Global Pavilion Grand Opening and Cocktail Reception 315 pm ndash 630 pm

THURSDAY MAY 16Expo and Global Pavilion Open1145 am ndash 730 pm

SPECIAL EVENTS Networking Lunch 1145 am ndash 1245 pm

Cocktail ReceptionDinner 500 pm ndash 730 pm

Costume Contest Exhibitor Prize Drawings 630 pm ndash 730 pm

FRIDAY MAY 17Expo and Global Pavilion Open930 am ndash 1100 am

SPECIAL EVENTS Exhibitor Prize Drawings 1030 am ndash 1100 am

WELCOME to the Worldrsquos Largest Payroll Expo

As of press timepaycon

As one of Congressrsquo most anticipated features the Expo is the center of the Congress hub Over 100 exhibitors come together here to share information and connect with the payroll professional community Home to the Global Payroll Pavilion and the Technology Solutions Stage the Expo is the place to be to learn about cutting-edge technologies tools resources and trends affecting the payroll industry

11

Gold Level

SilverLevel

Platinum Level

Diamond Level

Sapphire Level

As of press time

wwwAPAcongresscom

Have You Heard About The Movement

NetworkingCongress OrientationAttending for the first time Give the Congress Orientation Session top priority Presented by Congress veterans yoursquoll get important information plus valuable tips on making the most out of your Congress experience Plan to attend one of two sessions offered on Monday May 13 500 pm ndash 530 pm or Tuesday May 14 100 pm ndash 130 pm

Chapter Exchange ReceptionJoin other payroll professionals from over 120 active APA chapters across the country at this annual networking event APArsquos Board of Advisors will also be on hand to meet you at this highly anticipated event on Wednesday May 15 630 pm ndash 800 pm

Sponsored by

Chapter PictorialsVideo monitors throughout the convention center will showcase all of the creative and colorful local chapter pictorial presentations that were entered in the 2019 Chapter Pictorial Contest Each unique photo montage slide show reflects the activities and events APArsquos individual chapters participated in throughout 2018

Social Media CongressExpand your network and meet social media enthusiasts at the Congress Tweet Up Monday May 13 630 pm ndash 730 pm Need some social media training Stop by the Tweet Up or meet up at the APA booth during the Expo Cocktail Receptions on Wednesday and Thursday to learn how to expand your online network Be sure to use paycon on your social media posts

Events Annual Business MeetingHeld on Tuesday May 14 800 am ndash 930 am the American Payroll Associationrsquos Annual Business Meeting is open to all association members

Awards CeremoniesMembers are the lifeblood of the APA The success of the association and the advancement of the payroll profession are not possible without the efforts of our volunteers APA will honor these exceptional achievers in special awards ceremonies throughout the week

Chapter AwardsThe Chapter Contest Awards will be announced during the Chapter Exchange Reception on Wednesday May 15 630 pm ndash 800 pm Be there to hear about all of the chaptersrsquo success and hard work and see who will win the coveted Chapter of the Year Award Letrsquos celebrate all of the 2018 chapter accomplishments

Be an MVPPut your competitive spirit into high gear at this yearrsquos costume contest Deck yourself out as a favorite icon from the world of competitions Whether yoursquore inspiring or wacky your creative costume will be one for the books Plan your costume as an individual duo or group for one of the following categories

❯ All-Star Athlete

❯ Most Memorable Reality TV Show Competitor

❯ Ultimate Record Breaker

❯ Cheer Champion

Judging will take place during the Expo Cocktail Reception and Dinner on Thursday May 16 at 630 pm

Resources New WorkshopsThis year weve included more new workshops than ever before Over 50 new titles have been integrated into the educational lineup Look for the rsaquo icon next to the titles on pages 15-18

12 paycon

Federal Government Executive General SessionHear from key players in the current administration at this yearrsquos Federal Government Executive General Session on Friday May 17 at 800 am You wonrsquot want to miss this discussion of the issues that impact payroll management and how they are working to implement change

Leadership Excellence Series Shirley Davis PhD CSP SPHR SHRM-SCP

Join Dr Shirley Davis for the popular Leadership Excellence Series of workshops where yoursquoll explore such topics as ldquoThe Power of Your Personal Brandrdquo ldquoInclusive Leadershiprdquo ldquoStrategies for Leading a Culture Transformation in Your Organizationrdquo and ldquoBuilding Beneficial Business

Relationshipsrdquo Attend two double sessions when you choose this track and earn 6 RCHs and a Certificate of Completion

Worlds Largest Payroll ExpoWherersquos the best place to learn about the latest in payroll products technologies and tools The Expo Be there on Wednesday May 15 for the Grand Opening and Cocktail Reception See page 10 for a schedule of other Expo events

Global Payroll Management ForumThe Global Payroll Management Institutersquos 4th Annual Global Payroll Management Forum is provided in tandem with APArsquos 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 worldrsquos largest payroll Expo including a Global Pavilion of payroll service providers and solutions Go to GPMInstitutecom for more information

Congress AppDownload the free Congress 2019 app to view the latest schedule look up details on speakers and sessions search for Expo information message other attendees and much more

Sponsored by

Congress TodayCongress Today is the award-winning printed magazine and blog combo that provides timely news stories on conference events and photo coverage to enhance your Annual Congress experience Use this important onsite resource ndash both in print and online at CongressTodayorg ndash for your Congress news and highlights

Sponsored by

Spouse and Guest Information MeetingAll guests of registered participants are invited to a special spouse and guest program on Tuesday May 14 400 pm ndash 500 pm To help guests make the most of their stay in the Long Beach area representatives from local attractions will share highlights from some of the cityrsquos most popular sites

Earn up to 255 CPE CreditsCPAs can earn up to 255 CPE credits for attending each applicable General Session and workshop sessions

Recertification Credit HoursFPC and CPP designation holders can earn up to 255 RCHs for attending this conference and up to an additional 15 RCHs for attending Virtual Congress Virtual Congress is included with your All-Access Congress registration See page 23 for additional details

Professional Development LoungeMeet the newest addition to APAs Congress resources the Professional Development Lounge Focusing on both personal and professional development to the extreme this designated area features career experts on hand to show you how to enhance your resume and social media presence You can also meet with an APA staffer to update your member profile Stop by to enjoy beverages and snacks from Bogartrsquos Concession Stand and networking with colleagues while gaining some valuable professional insight For more information on the Professional Development Lounge go to apacongresscom

Congress RegistrationAll Congress attendees who purchase an All-Access Pass will also receive a Virtual Congress registration NEW for 2019 ndashColleagues and Non-Members purchasing an All-Access Pass will receive a Virtual Congress registration AND a 1-year APA membership

13wwwAPAcongresscom

NEW

THOUGHT LEADERSHIP Significant return on investment and overcoming industry challenges with specific product solutions is the focus of the Thought Leadership track These educational sessions showcase how organizations implemented specific solutions that positively impacted their bottom line

PAYROLL PROCESSINGThis essential track presents topics critical to the efficient operation of the payroll process Subjects range from internal controls to electronic payment methods and reconciliations

PAYROLL COMPLIANCE TOOLSIs your goal to have a penalty-free payroll In this track you will learn how to identify compliance issues and resolve them before your organization is subject to penalties

WAGE PAYMENTS AND DEDUCTIONSThis track presents topics critical to ensuring that employees are paid accurately Subjects range from regular rate of pay and handling overpayments to child support and other mandatory deductions

US TAXATION AND FORMSThis track presents topics essential to the understanding of US payroll taxation and reporting compliance Subjects range from third-party sick pay to multi-state taxation

GOVERNMENT AFFAIRSThis track is for professionals involved in maintaining compliance These sessions provide a thorough review of legislative and regulatory updates explore the expansion of electronic forms filing and reporting and include the latest from the IRS SSA DOL and other government agencies

INDUSTRY SPECIFIC FORUMSAre you in a special industry or have a special interest These forums discuss the hot topics and the unique issues of special interest to practitioners in a variety of trades and industries

BENEFITS AND COMPENSATIONThis track is for professionals looking for best practices and trends in the field of benefits and compensation including the latest on fringe benefits stock options cafeteria plans and nonqualified deferred compensation plans

14

Education Tracks oer 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

EXECUTIVEThis 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

GLOBAL FORUMS These forums explore a wide spectrum of payroll taxation and related issues from a global perspective Topics include paying nonresident aliens foreign nationals and expatriates international employee data privacy and global risk management

GLOBAL PAYROLL COUNTRY-BY-COUNTRY Is your organization expanding globally In this track you will learn the wage and hour and taxation requirements of selected countries

EXPATRIATE PAYROLLSAre you paying US citizens or resident aliens working outside of the United States This track will provide you the information to ensure you are taxing and reporting wages and fringe benefits correctly You will learn when to withhold and report income social security and Medicare taxes

ACCOUNTS PAYABLEThis is the essential track for accounts payable professionals and anyone who interfaces with AP These sessions cover processes and practices critical to a successful accounts payable operation Topics include Forms 1099-MISC and W-9 as well as internal controls automation and technology

TECHNOLOGYThis track is designed for IT HRIS and payroll professionals and those who interact with them These sessions cover the latest technology such as paycards electronic forms and self-service Internet portals as well as information security and emerging technology trends

ORGANIZATION AND PERSONAL MANAGEMENTFor anyone seeking insights and perspective on a range of timely issues This track offers vast options for enhancing your interpersonal skill set furthering your professional development expanding your leadership potential and advancing your career

LEADERSHIP EXCELLENCE SERIESA premier professional development track for all leaders and those who aspire to become leaders By attending all of the workshops in this track you will earn a Certificate of Completion

APA TOOLSAre you looking to get involved with the APA gain knowledge about our tools and resources or preparing to become certified Workshops in this track will offer a variety of sessions covering volunteering eLearning eBooks and certification

paycon

Have You Heard About The Movement

15

Payroll Processing

rsaquo How to Establish a Shared Services Center

rsaquo How to Reconcile and Reassure Your Executivesrsquo Total Pay

bull IRSSSA Reconciliations What You Donrsquot Know Can Hurt You

bull Mergers and Acquisitions Advanced

bull Payroll Accounting How Important Is It

rsaquo Payroll Processing In-House or Outsourced How to Determine What Model Is Right for Your Organization

bull Perform a Root Cause Payroll Analysis Take Your Payroll Department to the Next Level

bull The Infamous Rules Behind Direct Deposit and Same-Day ACH

bull Compliance Research How to Find Answers and Communicate to Management

bull Keep It All Together Keep It All Straight Payroll Record Keeping Requirements

bull Secrets of a Successful Year-end

bull The 10 Most Common Payroll Pitfalls

bull The Basics of Payroll Reconciliations

bull California Payroll Panel Discussion of CA Experts Addressing Updates Issues and Your Questions

bull e-IWO The Journey to Paperless Child Support Orders and More Begins Here

bull Garnishments Levies Student Loans and More

rsaquo How the Daily Pay Movement Will Impact Payroll As We Know it

bull Managing Termination Pay

bull Overpayments What Can We Do

rsaquo Overtime Under FLSA Regular Pay vs Regular Rate of Pay ndash Are You Calculating Correctly

bull Telecommuting Wage and HourTaxation Issues

Payroll Compliance Tools

Wage Payments and Deductions

bull The Nuts and Bolts of Child Support

bull Understanding Calculations From Basic to Complex

rsaquo Wage and Hour Rules ndash Federal State and Local Requirements

bull Wages Owed to Deceased Employees

bull White Collar Exemptions Under the FLSA

rsaquo A Day in the Life of a Payroll Professional Dealing With Complex Union Payrolls

rsaquo A Post-Tax Reform Overview of State Tax Withholding Changes

bull An Introduction to Multi-State Taxation

rsaquo Avoiding IRS Penalties the Successful Way

rsaquo Combating Fraudulent Authorizations

bull Controlling Employer Factors to Keep SUI Rates Low

bull Correcting the W-2 Form W-2c to 941-X and More

rsaquo How Employer Reporting Requirements are Expanding Current Legislative and Regulatory Trends

bull Introduction to Stock and Stock Option Plans

bull Local Income Tax in Indiana and Ohio

bull Local Income Tax in Pennsylvania

rsaquo Nexus How It Impacts Your Payroll

rsaquo Putting Smart Intelligence to Work for You

rsaquo Tax Notice Compliance ndash Taming the Tax Notice Tiger

rsaquo What Does the 2020 Form W-4 Mean to Payroll and Employees

bull When Does a Visa Impact Withholding

US Taxation and Forms

Visit APAcongresscom for complete workshop descriptions and the weeks schedule Over 50 new workshops (indicated by the rsaquo symbol) have been added this year

wwwAPAcongresscom

16

rsaquo Fair Scheduling Laws Ease the Burden on Payroll

bull Nonqualified Deferred Compensation Plans Advanced

bull Nonqualified Deferred Compensation Plans Basic

bull Paid Sick Leave From Perk to Mandate

rsaquo Payroll and 401(k) ndash Outsourcing Simplify and Protect

bull State and Local Taxation of Stock Options and Other Equity-Based Awards

bull Stock Options and Equity Compensation Plans Advanced

bull Taxable and Nontaxable Fringe Benefits Part 1

bull Taxable and Nontaxable Fringe Benefits Part 2

bull Advanced Career-Building Speaking Skills

rsaquo Building a Successful Business Case to Invest in You

bull Business Continuity Planning Itrsquos Not Just Disaster Recovery Anymore

bull Change Management Strategies to Ensure Successful Projects

bull Executive Compensation Audits What Is the IRS Looking At

bull How to Use Lean Tools to Eliminate Waste in Payroll Operations

bull HRPayrollTime Metrics Turning Data Into Meaningful Information

bull Innovative Best Practices of Prism Award Winners

bull Managing Vendor Partnerships Worldwide

bull Payroll Strategies for Success

rsaquo Process Improvement Through Problem Solving An Eight-Step Process

bull Quality Enhancements for Payroll

bull Six Sigma and Lean Practices Promote Success on Your Payroll Journey

rsaquo The Psychology of Change Management More Than Simply Communicating the Change

bull DOL Investigation How Would You Stack Up

bull Forum on Federal Payroll Issues Part 1

bull Forum on Federal Payroll Issues Part 2

bull Legislative Outlook and APA Lobbying 1

bull Legislative Outlook and APA Lobbying 2

bull State and Local Payroll Key Developments and Research Tools

bull Therapy 101 Form I-9 and E-Verify

bull Top 10 Things You Need to Know About Employment Tax

bull Using the Internet for Federal State and Local Payroll Research

bull Whats Old and New at SSA

rsaquo Agricultural Payroll Issues Challenges and Best Practices

bull Challenges of Health Care Industry Payroll

rsaquo Change Management for Shared Service Environments

bull FLSA Issues in the Government Sector

rsaquo Government Sector Best Practices ndash Fringe Benefits Time amp Attendance 457b and 403b Plans

bull How Payroll Service Providers Interact and Partner With the IRS

bull Manufacturing Industry Roundtable

bull Payroll for Higher Education Institutions

bull Payroll in the Hospitality Industry

bull The One-Person Payroll Department

rsaquo Tips and Tricks for Selecting Payroll Service Vendors and Systems

Executive

Benefits and Compensation

Industry Specific Forums

Government Aairs

paycon

17

Global Forumsbull Business Traveler Considerations for Payroll and

Corporate Tax Departments

bull Can You Asup2ord the Global Payroll Compliance Risk

rsaquo Esup2ectively Capturing Reporting and Reconciling Equity Income Globally

rsaquo GDPR ndash Next Steps Audits and Process

rsaquo Global Money Moving Mania

bull Global Strategic Alignment for HR and Payroll Professionals

rsaquo Inclusion and Diversity (IampD) The Natural Synergies Between IampD Initiatives and Global Mobility

bull Insights on Brexit

bull Introduction to US Nonresident Alien Tax Withholding

bull Nonresident Alien Taxation and Withholding for J-1 Exchange Visitors and F-1 Students

bull Payroll Edge Global Payroll Project Management

rsaquo Standardizing Global Payroll Processes

bull The State of Global Payroll Facts Fears and the Future for Your Organization

bull Understanding Tax Treaty Benefits and Limitations

bull Winning Globally Discovery Strategy Governance Part 1

bull Winning Globally Selecting a Payroll Delivery Model for Your Organization Part 2

bull Canadian Payrolls Nontaxation Issues

bull Canadian Payrolls Taxation Issues

bull Paying in the UK

bull Payroll in Australia

rsaquo Payroll in Brazil

rsaquo Payroll in China and Hong Kong

bull Payroll in France

rsaquo Payroll in Malaysia and Singapore

rsaquo Payroll in Mexico

bull Payroll in South Africa

rsaquo Payroll in Sweden and Norway

Expatriate Payrolls

rsaquo Esup2ectively Operating Shadow Payrolls

bull Expatriate Payroll 101 Everything You Need to Know to Get Started

bull Expatriate Payrolls Advanced

bull Understanding the Tax Equalization and Tax Protection Process

bull AP Accounting and Month-End Accruals

bull AP Internal Control and Auditing Techniques

bull Form 1099-MISC Reporting Federal and State Requirements

bull PayrollAP Best Practices What Does This Really Mean

bull Unclaimed Property Reporting What You Need to Know

bull Understanding Payments to Foreign Workers

bull Worker Classification Issues

rsaquo Blockchain Mobile Payments and the Future of Payroll Administration

rsaquo Cybersecurity Into the Breach

rsaquo DigihellipWhat How to Prepare and Implement a Digitalization Strategy

rsaquo Is HCM Integration for You

rsaquo Moving Payroll to the Cloud Whats Next (v 20)

rsaquo New System Implementation Checklist and Best Practices

bull Paperless Pay Compliance in 50 States

bull Payroll Card Program Best Practices

bull Payroll Fraud Detect Deter Defend

bull Preparing and Analyzing Requests for Proposal

bull Future Trends in Time and Attendance

bull Top 10 Cybersecurity Concerns That Businesses Always Ask About

bull What Every Payroll Professional Needs to Know About Emerging Payroll Technologies

Global Payroll Country by Country

wwwAPAcongresscom

Accounts Payable

Technology

Thought Leadership

rsaquo Building Strong Careers Using SMART Goals

bull Canrsquot Get That Project Completed Get an Intern

bull Developing a Cohesive Team

bull Documenting Your Procedures and Processes

bull Emotional Intelligence

rsaquo Ethics in Payroll

bull Exceptional Customer Service for Payroll Professionals

rsaquo How to Gain Power at Work When You Have None

rsaquo How to Successfully Manage a Payroll of Any Size

bull How to Turn a Payroll Disaster Into a Payroll Win

rsaquo Implementing a New Tool Start With Best Practices

rsaquo Leading During Crisis Workplace Violence

bull Letrsquos Talk Giving Feedback

bull Mentoring and Making It Work for Everyone

bull Metrics How to Begin to Tell Your Story

rsaquo Millennial Leadership

bull Myths Misconceptions and Untruths of Payroll

bull Organizational Culture The Make-or-Break Factor in Hiring and Retention

bull Payroll Best Practices Recap

bull Payroll Consulting as a Career Is It Right for Me

bull Process Mapping Driving Process Improvement

bull Selling Yourself and Your Ideas

bull Stand Up Speak Out Career Success

rsaquo Strategies for Getting a Seat at the Table and Making It Count

bull The Edge of Communication

rsaquo The Importance of Esup2ective Listening

bull The Perfect Partnership Payroll and Human Resources

bull Tips for Project Management

rsaquo Who Wants to Be a Millionaire

bull You Have Reached Your Peak Now What

Organization and Personal Management

18 paycon As of press time

bull Hotline Referral Committee Meeting

bull Make a Disup2erence Through Volunteer Committees

bull Payroll Source Plus Demonstration and QampA

bull PayTrainreg Payroll Training at Your Command

rsaquo Power Up Your Chapter to Increase Member Participation

bull Prepare Yourself for the FPC and CPP Exams

bull Social Media Best Practices for Payroll Professionals

bull Talent Management Through Payroll Assessments

rsaquo Writing Questions for the FPC and CPP Exams

bull How the Daily Pay Movement Will Impact Payroll as We Know It

rsaquo How to Break Up With Excel (But Stay Friends)

bull Introducing the 2019 Deloitte Payroll Benchmarking Survey

bull Leveraging Todays Technology for Payroll Operations

rsaquo Payroll at the Heart of Finance and HR

bull Payroll Change Management A Step-by-Step Guide

rsaquo Why Speed Accuracy and Choice Matter in Payroll Payments for the Young Workforce

Double Sessionrsaquo The Power of Your Personal Brand

rsaquo Inclusive Leadership ndash New Mindsets Models and Required Competencies for Workforce 2030

Double Sessionrsaquo Strategies for Leading a Culture Transformation in Your Organization

rsaquo Building Beneficial Business Relationships

Leadership Excellence Series

APA Tools

Sponsored by

THURSDAY MAY 16 | 730 PM ndash 1130 PM

After paying on the edge join us for an evening of playing on the edge

at this yearrsquos after-hours event Get competitive with your colleagues

and prove that you are the Most Valuable Payer Participate in exciting

activities that will test your skills or join DJ Shai on the dance floor

either way there is something for everyone to celebrate their own

unique competitive edge

Check out the costume categories at APACongresscom or on page 12

19wwwAPAcongresscom

Your Congress registration includes a 1-year APA Membership

(for Colleagues and Non-Members)

Additional Item Available for Purchase Expo Cocktail ReceptionDinner and Party Thursday May 16 $100 per guest (Must be 21 or older to attend)

For Registration Questions Call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT or Email APAamericanpayrollorg

Register Online wwwAPAcongresscom

Register today at wwwamericanpayrollorgvirtual-congresshtml

Enjoy your NEW APA Membership with your Congress registration

RESOURCESIndustry publications and breaking payroll news and updates

EDUCATIONMember discounts on all payroll training classes conferences webinars web-based programs online training and all APA publications

SUPPORTNetworking with over 20000 members through local chapters special events and social networking communities

ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS

ALL-ACCESS PASS(5 Days + Virtual Congress)

$530$1060$1590MEMBER $1900

NANANACOLLEAGUE $2050

$675$1350$2025NON-MEMBER $2120

20 paycon

Not attending CongressYou can still register to attend the Virtual Congress amp Expo

Member $225Non-Member $495

Event Code 19CONGRS Fees

All-Access Pass includes Congress registration and Virtual Congress registration Colleagues and Non-Members also receive a 1-year APA Membership

MEMBER $1900COLLEAGUE $2050NON-MEMBER $2120

Three-Day PassMEMBER $1590COLLEAGUE NANON-MEMBER $2025

Two-Day PassMEMBER $1060COLLEAGUE NANON-MEMBER $1350

One-Day PassMEMBER $530COLLEAGUE NANON-MEMBER $675

Guest Registration

Expo Cocktail ReceptionDinner and Party on May 16 $100 per guestGuest Name ____________________________ Guest Name ____________________________ $ _________

Registration Amount All-Access Pass One-Day Pass Two-Day Pass Three-Day Pass Days Attending ___________________

$ _________

Total Payment $ _________

37th Annual Congress ndash Registration Form Register and make housing reservations at wwwAPAcongresscom

Name Ms Mr _________________________________________________

Title _________________________________________________________________

Organization _________________________________________________________

Street Address ________________________________________________________

City __________________ StateProvince ________ Country _____________

Zip + 4-digitPostal Code ______________________________________________

Telephone ____________________________________________________________ (AreaCountry Code)

Fax __________________________________________________________________

(AreaCountry Code)

Email ________________________________________________________________ (For official APA communications registration confirmations Payroll Currently and PAYTECH-Digital)

Please indicate if you are CPA PA (For NASBA reporting purposes)

Global Payroll Management Institute Subscriber Yes No

Needed for New Member Enrollment Birth date ______ ______ ______

I am an APA MEMBER

Memberrsquos ID __________________________________________________ (Update your contact information at wwwAPAcongresscom)

I am a COLLEAGUE of an APA MEMBER (at the same street address)

Colleaguersquos ID ______________________________________________________

Memberrsquos Name ______________________________________________________

Memberrsquos ID _______________________________________________________

I am NOT an APA Member or Colleague

Special Dietary Request Vegetarian Gluten-Free Kosher Peanut Allergy

Dairy Allergy Halal Shellfish Allergy Vegan

I have read the additional info for onsite meal requests found on page 22

All Attendees Please Complete This SectionIn case of emergency contact

Name ________________________________________________________________

Relation to Attendee ___________________________________________________

Daytime Phone _______________________________________________________

Evening Phone________________________________________________________

I will be staying at this hotel ___________________________________________

For Office Use Only Date ________________ Order _________________ Batch _______________ Group ________________ Check _______________ CP _________________ Total $ ________________

Registrant Information

Consent to Use Your Photograph and Contact Info By registering for this program you are granting official conference photographers permission to photograph you and publish photos in APA publications social media and marketing materials In addition by attending or speaking at this conference you are granting APA permission to make your contact information available to our sponsors who may choose to market their products and services to you via email fax telephone mail or other means

Virtual Congress amp Expo Not attending Congress in Long Beach Register for Virtual Congress amp Expo at wwwamericanpayrollorgvirtual-congresshtml

E M T 9 VLast updated 040419

1

I agree to the cancellation policies found at wwwamericanpayrollorg

PURCHASE ORDER ____________________________________________________ (for government agenciesuniversities only)

Make CHECK payable and mail to American Payroll Association

co Customer Service660 North Main Avenue Suite 100

San Antonio TX 78205-1217

If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of the event

Payment Information

Order Form

Payment in US dollars must accompany registration formCurrency Converter wwwxecom

Three Enrollment Options Online Fax MailwwwAPAcongresscom (210) 224-6038 To address below I authorize the American Payroll Association to CHARGE my American Express Discover MasterCard Visa

Card is Corporate Personal

Card ____________________________________________________________

Exp Date ______________________________ CVV Code __________________

Name on credit card ________________________________________________

Signature of cardholder ______________________________________________

3

2

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 10: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

10

Accountemps and Robert Half Finance amp AccountingADP LLCAllpoint NetworkAMGtimeAOA MedicalAPA Solutions CenterBloomberg TaxBlue Marble Global PayrollBranchBrinks MoneyBusiness Software IncCanadian Payroll Association TheCeridianChetu IncCIC Plus IncCMI Time Management ComdataD2Xchange LLCDailyPay Inc

DMA - DuCharme McMillen amp Associates IncEmptechEquifax Workforce SolutionsFBAFBG HoldingsFMP GlobalGreenshades SoftwareGrosvenor Technology LLCGT Global TrackerHampR BlockHigh Line CorporationHIREtechHuman Resource Executive (HRE)Huntington Business Systems InciiPayImmedisInsurePayIOIPayiSolved

JAT SoftwareJobingcomKronos IncorporatedLTtax IncMasterTax LLCMillennium Trust CompanyMoney Network A First Data CompanyNeeyamo IncNetSpend CorporationNGA Human ResourcesNOVAtime Technology IncOffice of Child Support EnforcementOneSource VirtualPaychex IncPayTrainregHolmes CorporationPS Web Solutionsrapid PayCardReplicon Inc

Safeguard GlobalSALT Payroll ConsultantsSociety for Human Resource ManagementSOLE FinancialSumTotal Systems LLCSymmetry SoftwareThomas amp CompanyTimeClock PlusTIMECOUS BankuConfirmUltimate SoftwareUSCIS - Verification DivisionVeriSafe JobsVillanova UniversityWD PensionmarkWise Consulting Associates IncWorkday IncWorkForce Software

2019 Congress Exhibitors

WEDNESDAY MAY 15Expo and Global Pavilion Grand Opening and Cocktail Reception 315 pm ndash 630 pm

THURSDAY MAY 16Expo and Global Pavilion Open1145 am ndash 730 pm

SPECIAL EVENTS Networking Lunch 1145 am ndash 1245 pm

Cocktail ReceptionDinner 500 pm ndash 730 pm

Costume Contest Exhibitor Prize Drawings 630 pm ndash 730 pm

FRIDAY MAY 17Expo and Global Pavilion Open930 am ndash 1100 am

SPECIAL EVENTS Exhibitor Prize Drawings 1030 am ndash 1100 am

WELCOME to the Worldrsquos Largest Payroll Expo

As of press timepaycon

As one of Congressrsquo most anticipated features the Expo is the center of the Congress hub Over 100 exhibitors come together here to share information and connect with the payroll professional community Home to the Global Payroll Pavilion and the Technology Solutions Stage the Expo is the place to be to learn about cutting-edge technologies tools resources and trends affecting the payroll industry

11

Gold Level

SilverLevel

Platinum Level

Diamond Level

Sapphire Level

As of press time

wwwAPAcongresscom

Have You Heard About The Movement

NetworkingCongress OrientationAttending for the first time Give the Congress Orientation Session top priority Presented by Congress veterans yoursquoll get important information plus valuable tips on making the most out of your Congress experience Plan to attend one of two sessions offered on Monday May 13 500 pm ndash 530 pm or Tuesday May 14 100 pm ndash 130 pm

Chapter Exchange ReceptionJoin other payroll professionals from over 120 active APA chapters across the country at this annual networking event APArsquos Board of Advisors will also be on hand to meet you at this highly anticipated event on Wednesday May 15 630 pm ndash 800 pm

Sponsored by

Chapter PictorialsVideo monitors throughout the convention center will showcase all of the creative and colorful local chapter pictorial presentations that were entered in the 2019 Chapter Pictorial Contest Each unique photo montage slide show reflects the activities and events APArsquos individual chapters participated in throughout 2018

Social Media CongressExpand your network and meet social media enthusiasts at the Congress Tweet Up Monday May 13 630 pm ndash 730 pm Need some social media training Stop by the Tweet Up or meet up at the APA booth during the Expo Cocktail Receptions on Wednesday and Thursday to learn how to expand your online network Be sure to use paycon on your social media posts

Events Annual Business MeetingHeld on Tuesday May 14 800 am ndash 930 am the American Payroll Associationrsquos Annual Business Meeting is open to all association members

Awards CeremoniesMembers are the lifeblood of the APA The success of the association and the advancement of the payroll profession are not possible without the efforts of our volunteers APA will honor these exceptional achievers in special awards ceremonies throughout the week

Chapter AwardsThe Chapter Contest Awards will be announced during the Chapter Exchange Reception on Wednesday May 15 630 pm ndash 800 pm Be there to hear about all of the chaptersrsquo success and hard work and see who will win the coveted Chapter of the Year Award Letrsquos celebrate all of the 2018 chapter accomplishments

Be an MVPPut your competitive spirit into high gear at this yearrsquos costume contest Deck yourself out as a favorite icon from the world of competitions Whether yoursquore inspiring or wacky your creative costume will be one for the books Plan your costume as an individual duo or group for one of the following categories

❯ All-Star Athlete

❯ Most Memorable Reality TV Show Competitor

❯ Ultimate Record Breaker

❯ Cheer Champion

Judging will take place during the Expo Cocktail Reception and Dinner on Thursday May 16 at 630 pm

Resources New WorkshopsThis year weve included more new workshops than ever before Over 50 new titles have been integrated into the educational lineup Look for the rsaquo icon next to the titles on pages 15-18

12 paycon

Federal Government Executive General SessionHear from key players in the current administration at this yearrsquos Federal Government Executive General Session on Friday May 17 at 800 am You wonrsquot want to miss this discussion of the issues that impact payroll management and how they are working to implement change

Leadership Excellence Series Shirley Davis PhD CSP SPHR SHRM-SCP

Join Dr Shirley Davis for the popular Leadership Excellence Series of workshops where yoursquoll explore such topics as ldquoThe Power of Your Personal Brandrdquo ldquoInclusive Leadershiprdquo ldquoStrategies for Leading a Culture Transformation in Your Organizationrdquo and ldquoBuilding Beneficial Business

Relationshipsrdquo Attend two double sessions when you choose this track and earn 6 RCHs and a Certificate of Completion

Worlds Largest Payroll ExpoWherersquos the best place to learn about the latest in payroll products technologies and tools The Expo Be there on Wednesday May 15 for the Grand Opening and Cocktail Reception See page 10 for a schedule of other Expo events

Global Payroll Management ForumThe Global Payroll Management Institutersquos 4th Annual Global Payroll Management Forum is provided in tandem with APArsquos 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 worldrsquos largest payroll Expo including a Global Pavilion of payroll service providers and solutions Go to GPMInstitutecom for more information

Congress AppDownload the free Congress 2019 app to view the latest schedule look up details on speakers and sessions search for Expo information message other attendees and much more

Sponsored by

Congress TodayCongress Today is the award-winning printed magazine and blog combo that provides timely news stories on conference events and photo coverage to enhance your Annual Congress experience Use this important onsite resource ndash both in print and online at CongressTodayorg ndash for your Congress news and highlights

Sponsored by

Spouse and Guest Information MeetingAll guests of registered participants are invited to a special spouse and guest program on Tuesday May 14 400 pm ndash 500 pm To help guests make the most of their stay in the Long Beach area representatives from local attractions will share highlights from some of the cityrsquos most popular sites

Earn up to 255 CPE CreditsCPAs can earn up to 255 CPE credits for attending each applicable General Session and workshop sessions

Recertification Credit HoursFPC and CPP designation holders can earn up to 255 RCHs for attending this conference and up to an additional 15 RCHs for attending Virtual Congress Virtual Congress is included with your All-Access Congress registration See page 23 for additional details

Professional Development LoungeMeet the newest addition to APAs Congress resources the Professional Development Lounge Focusing on both personal and professional development to the extreme this designated area features career experts on hand to show you how to enhance your resume and social media presence You can also meet with an APA staffer to update your member profile Stop by to enjoy beverages and snacks from Bogartrsquos Concession Stand and networking with colleagues while gaining some valuable professional insight For more information on the Professional Development Lounge go to apacongresscom

Congress RegistrationAll Congress attendees who purchase an All-Access Pass will also receive a Virtual Congress registration NEW for 2019 ndashColleagues and Non-Members purchasing an All-Access Pass will receive a Virtual Congress registration AND a 1-year APA membership

13wwwAPAcongresscom

NEW

THOUGHT LEADERSHIP Significant return on investment and overcoming industry challenges with specific product solutions is the focus of the Thought Leadership track These educational sessions showcase how organizations implemented specific solutions that positively impacted their bottom line

PAYROLL PROCESSINGThis essential track presents topics critical to the efficient operation of the payroll process Subjects range from internal controls to electronic payment methods and reconciliations

PAYROLL COMPLIANCE TOOLSIs your goal to have a penalty-free payroll In this track you will learn how to identify compliance issues and resolve them before your organization is subject to penalties

WAGE PAYMENTS AND DEDUCTIONSThis track presents topics critical to ensuring that employees are paid accurately Subjects range from regular rate of pay and handling overpayments to child support and other mandatory deductions

US TAXATION AND FORMSThis track presents topics essential to the understanding of US payroll taxation and reporting compliance Subjects range from third-party sick pay to multi-state taxation

GOVERNMENT AFFAIRSThis track is for professionals involved in maintaining compliance These sessions provide a thorough review of legislative and regulatory updates explore the expansion of electronic forms filing and reporting and include the latest from the IRS SSA DOL and other government agencies

INDUSTRY SPECIFIC FORUMSAre you in a special industry or have a special interest These forums discuss the hot topics and the unique issues of special interest to practitioners in a variety of trades and industries

BENEFITS AND COMPENSATIONThis track is for professionals looking for best practices and trends in the field of benefits and compensation including the latest on fringe benefits stock options cafeteria plans and nonqualified deferred compensation plans

14

Education Tracks oer 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

EXECUTIVEThis 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

GLOBAL FORUMS These forums explore a wide spectrum of payroll taxation and related issues from a global perspective Topics include paying nonresident aliens foreign nationals and expatriates international employee data privacy and global risk management

GLOBAL PAYROLL COUNTRY-BY-COUNTRY Is your organization expanding globally In this track you will learn the wage and hour and taxation requirements of selected countries

EXPATRIATE PAYROLLSAre you paying US citizens or resident aliens working outside of the United States This track will provide you the information to ensure you are taxing and reporting wages and fringe benefits correctly You will learn when to withhold and report income social security and Medicare taxes

ACCOUNTS PAYABLEThis is the essential track for accounts payable professionals and anyone who interfaces with AP These sessions cover processes and practices critical to a successful accounts payable operation Topics include Forms 1099-MISC and W-9 as well as internal controls automation and technology

TECHNOLOGYThis track is designed for IT HRIS and payroll professionals and those who interact with them These sessions cover the latest technology such as paycards electronic forms and self-service Internet portals as well as information security and emerging technology trends

ORGANIZATION AND PERSONAL MANAGEMENTFor anyone seeking insights and perspective on a range of timely issues This track offers vast options for enhancing your interpersonal skill set furthering your professional development expanding your leadership potential and advancing your career

LEADERSHIP EXCELLENCE SERIESA premier professional development track for all leaders and those who aspire to become leaders By attending all of the workshops in this track you will earn a Certificate of Completion

APA TOOLSAre you looking to get involved with the APA gain knowledge about our tools and resources or preparing to become certified Workshops in this track will offer a variety of sessions covering volunteering eLearning eBooks and certification

paycon

Have You Heard About The Movement

15

Payroll Processing

rsaquo How to Establish a Shared Services Center

rsaquo How to Reconcile and Reassure Your Executivesrsquo Total Pay

bull IRSSSA Reconciliations What You Donrsquot Know Can Hurt You

bull Mergers and Acquisitions Advanced

bull Payroll Accounting How Important Is It

rsaquo Payroll Processing In-House or Outsourced How to Determine What Model Is Right for Your Organization

bull Perform a Root Cause Payroll Analysis Take Your Payroll Department to the Next Level

bull The Infamous Rules Behind Direct Deposit and Same-Day ACH

bull Compliance Research How to Find Answers and Communicate to Management

bull Keep It All Together Keep It All Straight Payroll Record Keeping Requirements

bull Secrets of a Successful Year-end

bull The 10 Most Common Payroll Pitfalls

bull The Basics of Payroll Reconciliations

bull California Payroll Panel Discussion of CA Experts Addressing Updates Issues and Your Questions

bull e-IWO The Journey to Paperless Child Support Orders and More Begins Here

bull Garnishments Levies Student Loans and More

rsaquo How the Daily Pay Movement Will Impact Payroll As We Know it

bull Managing Termination Pay

bull Overpayments What Can We Do

rsaquo Overtime Under FLSA Regular Pay vs Regular Rate of Pay ndash Are You Calculating Correctly

bull Telecommuting Wage and HourTaxation Issues

Payroll Compliance Tools

Wage Payments and Deductions

bull The Nuts and Bolts of Child Support

bull Understanding Calculations From Basic to Complex

rsaquo Wage and Hour Rules ndash Federal State and Local Requirements

bull Wages Owed to Deceased Employees

bull White Collar Exemptions Under the FLSA

rsaquo A Day in the Life of a Payroll Professional Dealing With Complex Union Payrolls

rsaquo A Post-Tax Reform Overview of State Tax Withholding Changes

bull An Introduction to Multi-State Taxation

rsaquo Avoiding IRS Penalties the Successful Way

rsaquo Combating Fraudulent Authorizations

bull Controlling Employer Factors to Keep SUI Rates Low

bull Correcting the W-2 Form W-2c to 941-X and More

rsaquo How Employer Reporting Requirements are Expanding Current Legislative and Regulatory Trends

bull Introduction to Stock and Stock Option Plans

bull Local Income Tax in Indiana and Ohio

bull Local Income Tax in Pennsylvania

rsaquo Nexus How It Impacts Your Payroll

rsaquo Putting Smart Intelligence to Work for You

rsaquo Tax Notice Compliance ndash Taming the Tax Notice Tiger

rsaquo What Does the 2020 Form W-4 Mean to Payroll and Employees

bull When Does a Visa Impact Withholding

US Taxation and Forms

Visit APAcongresscom for complete workshop descriptions and the weeks schedule Over 50 new workshops (indicated by the rsaquo symbol) have been added this year

wwwAPAcongresscom

16

rsaquo Fair Scheduling Laws Ease the Burden on Payroll

bull Nonqualified Deferred Compensation Plans Advanced

bull Nonqualified Deferred Compensation Plans Basic

bull Paid Sick Leave From Perk to Mandate

rsaquo Payroll and 401(k) ndash Outsourcing Simplify and Protect

bull State and Local Taxation of Stock Options and Other Equity-Based Awards

bull Stock Options and Equity Compensation Plans Advanced

bull Taxable and Nontaxable Fringe Benefits Part 1

bull Taxable and Nontaxable Fringe Benefits Part 2

bull Advanced Career-Building Speaking Skills

rsaquo Building a Successful Business Case to Invest in You

bull Business Continuity Planning Itrsquos Not Just Disaster Recovery Anymore

bull Change Management Strategies to Ensure Successful Projects

bull Executive Compensation Audits What Is the IRS Looking At

bull How to Use Lean Tools to Eliminate Waste in Payroll Operations

bull HRPayrollTime Metrics Turning Data Into Meaningful Information

bull Innovative Best Practices of Prism Award Winners

bull Managing Vendor Partnerships Worldwide

bull Payroll Strategies for Success

rsaquo Process Improvement Through Problem Solving An Eight-Step Process

bull Quality Enhancements for Payroll

bull Six Sigma and Lean Practices Promote Success on Your Payroll Journey

rsaquo The Psychology of Change Management More Than Simply Communicating the Change

bull DOL Investigation How Would You Stack Up

bull Forum on Federal Payroll Issues Part 1

bull Forum on Federal Payroll Issues Part 2

bull Legislative Outlook and APA Lobbying 1

bull Legislative Outlook and APA Lobbying 2

bull State and Local Payroll Key Developments and Research Tools

bull Therapy 101 Form I-9 and E-Verify

bull Top 10 Things You Need to Know About Employment Tax

bull Using the Internet for Federal State and Local Payroll Research

bull Whats Old and New at SSA

rsaquo Agricultural Payroll Issues Challenges and Best Practices

bull Challenges of Health Care Industry Payroll

rsaquo Change Management for Shared Service Environments

bull FLSA Issues in the Government Sector

rsaquo Government Sector Best Practices ndash Fringe Benefits Time amp Attendance 457b and 403b Plans

bull How Payroll Service Providers Interact and Partner With the IRS

bull Manufacturing Industry Roundtable

bull Payroll for Higher Education Institutions

bull Payroll in the Hospitality Industry

bull The One-Person Payroll Department

rsaquo Tips and Tricks for Selecting Payroll Service Vendors and Systems

Executive

Benefits and Compensation

Industry Specific Forums

Government Aairs

paycon

17

Global Forumsbull Business Traveler Considerations for Payroll and

Corporate Tax Departments

bull Can You Asup2ord the Global Payroll Compliance Risk

rsaquo Esup2ectively Capturing Reporting and Reconciling Equity Income Globally

rsaquo GDPR ndash Next Steps Audits and Process

rsaquo Global Money Moving Mania

bull Global Strategic Alignment for HR and Payroll Professionals

rsaquo Inclusion and Diversity (IampD) The Natural Synergies Between IampD Initiatives and Global Mobility

bull Insights on Brexit

bull Introduction to US Nonresident Alien Tax Withholding

bull Nonresident Alien Taxation and Withholding for J-1 Exchange Visitors and F-1 Students

bull Payroll Edge Global Payroll Project Management

rsaquo Standardizing Global Payroll Processes

bull The State of Global Payroll Facts Fears and the Future for Your Organization

bull Understanding Tax Treaty Benefits and Limitations

bull Winning Globally Discovery Strategy Governance Part 1

bull Winning Globally Selecting a Payroll Delivery Model for Your Organization Part 2

bull Canadian Payrolls Nontaxation Issues

bull Canadian Payrolls Taxation Issues

bull Paying in the UK

bull Payroll in Australia

rsaquo Payroll in Brazil

rsaquo Payroll in China and Hong Kong

bull Payroll in France

rsaquo Payroll in Malaysia and Singapore

rsaquo Payroll in Mexico

bull Payroll in South Africa

rsaquo Payroll in Sweden and Norway

Expatriate Payrolls

rsaquo Esup2ectively Operating Shadow Payrolls

bull Expatriate Payroll 101 Everything You Need to Know to Get Started

bull Expatriate Payrolls Advanced

bull Understanding the Tax Equalization and Tax Protection Process

bull AP Accounting and Month-End Accruals

bull AP Internal Control and Auditing Techniques

bull Form 1099-MISC Reporting Federal and State Requirements

bull PayrollAP Best Practices What Does This Really Mean

bull Unclaimed Property Reporting What You Need to Know

bull Understanding Payments to Foreign Workers

bull Worker Classification Issues

rsaquo Blockchain Mobile Payments and the Future of Payroll Administration

rsaquo Cybersecurity Into the Breach

rsaquo DigihellipWhat How to Prepare and Implement a Digitalization Strategy

rsaquo Is HCM Integration for You

rsaquo Moving Payroll to the Cloud Whats Next (v 20)

rsaquo New System Implementation Checklist and Best Practices

bull Paperless Pay Compliance in 50 States

bull Payroll Card Program Best Practices

bull Payroll Fraud Detect Deter Defend

bull Preparing and Analyzing Requests for Proposal

bull Future Trends in Time and Attendance

bull Top 10 Cybersecurity Concerns That Businesses Always Ask About

bull What Every Payroll Professional Needs to Know About Emerging Payroll Technologies

Global Payroll Country by Country

wwwAPAcongresscom

Accounts Payable

Technology

Thought Leadership

rsaquo Building Strong Careers Using SMART Goals

bull Canrsquot Get That Project Completed Get an Intern

bull Developing a Cohesive Team

bull Documenting Your Procedures and Processes

bull Emotional Intelligence

rsaquo Ethics in Payroll

bull Exceptional Customer Service for Payroll Professionals

rsaquo How to Gain Power at Work When You Have None

rsaquo How to Successfully Manage a Payroll of Any Size

bull How to Turn a Payroll Disaster Into a Payroll Win

rsaquo Implementing a New Tool Start With Best Practices

rsaquo Leading During Crisis Workplace Violence

bull Letrsquos Talk Giving Feedback

bull Mentoring and Making It Work for Everyone

bull Metrics How to Begin to Tell Your Story

rsaquo Millennial Leadership

bull Myths Misconceptions and Untruths of Payroll

bull Organizational Culture The Make-or-Break Factor in Hiring and Retention

bull Payroll Best Practices Recap

bull Payroll Consulting as a Career Is It Right for Me

bull Process Mapping Driving Process Improvement

bull Selling Yourself and Your Ideas

bull Stand Up Speak Out Career Success

rsaquo Strategies for Getting a Seat at the Table and Making It Count

bull The Edge of Communication

rsaquo The Importance of Esup2ective Listening

bull The Perfect Partnership Payroll and Human Resources

bull Tips for Project Management

rsaquo Who Wants to Be a Millionaire

bull You Have Reached Your Peak Now What

Organization and Personal Management

18 paycon As of press time

bull Hotline Referral Committee Meeting

bull Make a Disup2erence Through Volunteer Committees

bull Payroll Source Plus Demonstration and QampA

bull PayTrainreg Payroll Training at Your Command

rsaquo Power Up Your Chapter to Increase Member Participation

bull Prepare Yourself for the FPC and CPP Exams

bull Social Media Best Practices for Payroll Professionals

bull Talent Management Through Payroll Assessments

rsaquo Writing Questions for the FPC and CPP Exams

bull How the Daily Pay Movement Will Impact Payroll as We Know It

rsaquo How to Break Up With Excel (But Stay Friends)

bull Introducing the 2019 Deloitte Payroll Benchmarking Survey

bull Leveraging Todays Technology for Payroll Operations

rsaquo Payroll at the Heart of Finance and HR

bull Payroll Change Management A Step-by-Step Guide

rsaquo Why Speed Accuracy and Choice Matter in Payroll Payments for the Young Workforce

Double Sessionrsaquo The Power of Your Personal Brand

rsaquo Inclusive Leadership ndash New Mindsets Models and Required Competencies for Workforce 2030

Double Sessionrsaquo Strategies for Leading a Culture Transformation in Your Organization

rsaquo Building Beneficial Business Relationships

Leadership Excellence Series

APA Tools

Sponsored by

THURSDAY MAY 16 | 730 PM ndash 1130 PM

After paying on the edge join us for an evening of playing on the edge

at this yearrsquos after-hours event Get competitive with your colleagues

and prove that you are the Most Valuable Payer Participate in exciting

activities that will test your skills or join DJ Shai on the dance floor

either way there is something for everyone to celebrate their own

unique competitive edge

Check out the costume categories at APACongresscom or on page 12

19wwwAPAcongresscom

Your Congress registration includes a 1-year APA Membership

(for Colleagues and Non-Members)

Additional Item Available for Purchase Expo Cocktail ReceptionDinner and Party Thursday May 16 $100 per guest (Must be 21 or older to attend)

For Registration Questions Call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT or Email APAamericanpayrollorg

Register Online wwwAPAcongresscom

Register today at wwwamericanpayrollorgvirtual-congresshtml

Enjoy your NEW APA Membership with your Congress registration

RESOURCESIndustry publications and breaking payroll news and updates

EDUCATIONMember discounts on all payroll training classes conferences webinars web-based programs online training and all APA publications

SUPPORTNetworking with over 20000 members through local chapters special events and social networking communities

ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS

ALL-ACCESS PASS(5 Days + Virtual Congress)

$530$1060$1590MEMBER $1900

NANANACOLLEAGUE $2050

$675$1350$2025NON-MEMBER $2120

20 paycon

Not attending CongressYou can still register to attend the Virtual Congress amp Expo

Member $225Non-Member $495

Event Code 19CONGRS Fees

All-Access Pass includes Congress registration and Virtual Congress registration Colleagues and Non-Members also receive a 1-year APA Membership

MEMBER $1900COLLEAGUE $2050NON-MEMBER $2120

Three-Day PassMEMBER $1590COLLEAGUE NANON-MEMBER $2025

Two-Day PassMEMBER $1060COLLEAGUE NANON-MEMBER $1350

One-Day PassMEMBER $530COLLEAGUE NANON-MEMBER $675

Guest Registration

Expo Cocktail ReceptionDinner and Party on May 16 $100 per guestGuest Name ____________________________ Guest Name ____________________________ $ _________

Registration Amount All-Access Pass One-Day Pass Two-Day Pass Three-Day Pass Days Attending ___________________

$ _________

Total Payment $ _________

37th Annual Congress ndash Registration Form Register and make housing reservations at wwwAPAcongresscom

Name Ms Mr _________________________________________________

Title _________________________________________________________________

Organization _________________________________________________________

Street Address ________________________________________________________

City __________________ StateProvince ________ Country _____________

Zip + 4-digitPostal Code ______________________________________________

Telephone ____________________________________________________________ (AreaCountry Code)

Fax __________________________________________________________________

(AreaCountry Code)

Email ________________________________________________________________ (For official APA communications registration confirmations Payroll Currently and PAYTECH-Digital)

Please indicate if you are CPA PA (For NASBA reporting purposes)

Global Payroll Management Institute Subscriber Yes No

Needed for New Member Enrollment Birth date ______ ______ ______

I am an APA MEMBER

Memberrsquos ID __________________________________________________ (Update your contact information at wwwAPAcongresscom)

I am a COLLEAGUE of an APA MEMBER (at the same street address)

Colleaguersquos ID ______________________________________________________

Memberrsquos Name ______________________________________________________

Memberrsquos ID _______________________________________________________

I am NOT an APA Member or Colleague

Special Dietary Request Vegetarian Gluten-Free Kosher Peanut Allergy

Dairy Allergy Halal Shellfish Allergy Vegan

I have read the additional info for onsite meal requests found on page 22

All Attendees Please Complete This SectionIn case of emergency contact

Name ________________________________________________________________

Relation to Attendee ___________________________________________________

Daytime Phone _______________________________________________________

Evening Phone________________________________________________________

I will be staying at this hotel ___________________________________________

For Office Use Only Date ________________ Order _________________ Batch _______________ Group ________________ Check _______________ CP _________________ Total $ ________________

Registrant Information

Consent to Use Your Photograph and Contact Info By registering for this program you are granting official conference photographers permission to photograph you and publish photos in APA publications social media and marketing materials In addition by attending or speaking at this conference you are granting APA permission to make your contact information available to our sponsors who may choose to market their products and services to you via email fax telephone mail or other means

Virtual Congress amp Expo Not attending Congress in Long Beach Register for Virtual Congress amp Expo at wwwamericanpayrollorgvirtual-congresshtml

E M T 9 VLast updated 040419

1

I agree to the cancellation policies found at wwwamericanpayrollorg

PURCHASE ORDER ____________________________________________________ (for government agenciesuniversities only)

Make CHECK payable and mail to American Payroll Association

co Customer Service660 North Main Avenue Suite 100

San Antonio TX 78205-1217

If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of the event

Payment Information

Order Form

Payment in US dollars must accompany registration formCurrency Converter wwwxecom

Three Enrollment Options Online Fax MailwwwAPAcongresscom (210) 224-6038 To address below I authorize the American Payroll Association to CHARGE my American Express Discover MasterCard Visa

Card is Corporate Personal

Card ____________________________________________________________

Exp Date ______________________________ CVV Code __________________

Name on credit card ________________________________________________

Signature of cardholder ______________________________________________

3

2

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 11: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

11

Gold Level

SilverLevel

Platinum Level

Diamond Level

Sapphire Level

As of press time

wwwAPAcongresscom

Have You Heard About The Movement

NetworkingCongress OrientationAttending for the first time Give the Congress Orientation Session top priority Presented by Congress veterans yoursquoll get important information plus valuable tips on making the most out of your Congress experience Plan to attend one of two sessions offered on Monday May 13 500 pm ndash 530 pm or Tuesday May 14 100 pm ndash 130 pm

Chapter Exchange ReceptionJoin other payroll professionals from over 120 active APA chapters across the country at this annual networking event APArsquos Board of Advisors will also be on hand to meet you at this highly anticipated event on Wednesday May 15 630 pm ndash 800 pm

Sponsored by

Chapter PictorialsVideo monitors throughout the convention center will showcase all of the creative and colorful local chapter pictorial presentations that were entered in the 2019 Chapter Pictorial Contest Each unique photo montage slide show reflects the activities and events APArsquos individual chapters participated in throughout 2018

Social Media CongressExpand your network and meet social media enthusiasts at the Congress Tweet Up Monday May 13 630 pm ndash 730 pm Need some social media training Stop by the Tweet Up or meet up at the APA booth during the Expo Cocktail Receptions on Wednesday and Thursday to learn how to expand your online network Be sure to use paycon on your social media posts

Events Annual Business MeetingHeld on Tuesday May 14 800 am ndash 930 am the American Payroll Associationrsquos Annual Business Meeting is open to all association members

Awards CeremoniesMembers are the lifeblood of the APA The success of the association and the advancement of the payroll profession are not possible without the efforts of our volunteers APA will honor these exceptional achievers in special awards ceremonies throughout the week

Chapter AwardsThe Chapter Contest Awards will be announced during the Chapter Exchange Reception on Wednesday May 15 630 pm ndash 800 pm Be there to hear about all of the chaptersrsquo success and hard work and see who will win the coveted Chapter of the Year Award Letrsquos celebrate all of the 2018 chapter accomplishments

Be an MVPPut your competitive spirit into high gear at this yearrsquos costume contest Deck yourself out as a favorite icon from the world of competitions Whether yoursquore inspiring or wacky your creative costume will be one for the books Plan your costume as an individual duo or group for one of the following categories

❯ All-Star Athlete

❯ Most Memorable Reality TV Show Competitor

❯ Ultimate Record Breaker

❯ Cheer Champion

Judging will take place during the Expo Cocktail Reception and Dinner on Thursday May 16 at 630 pm

Resources New WorkshopsThis year weve included more new workshops than ever before Over 50 new titles have been integrated into the educational lineup Look for the rsaquo icon next to the titles on pages 15-18

12 paycon

Federal Government Executive General SessionHear from key players in the current administration at this yearrsquos Federal Government Executive General Session on Friday May 17 at 800 am You wonrsquot want to miss this discussion of the issues that impact payroll management and how they are working to implement change

Leadership Excellence Series Shirley Davis PhD CSP SPHR SHRM-SCP

Join Dr Shirley Davis for the popular Leadership Excellence Series of workshops where yoursquoll explore such topics as ldquoThe Power of Your Personal Brandrdquo ldquoInclusive Leadershiprdquo ldquoStrategies for Leading a Culture Transformation in Your Organizationrdquo and ldquoBuilding Beneficial Business

Relationshipsrdquo Attend two double sessions when you choose this track and earn 6 RCHs and a Certificate of Completion

Worlds Largest Payroll ExpoWherersquos the best place to learn about the latest in payroll products technologies and tools The Expo Be there on Wednesday May 15 for the Grand Opening and Cocktail Reception See page 10 for a schedule of other Expo events

Global Payroll Management ForumThe Global Payroll Management Institutersquos 4th Annual Global Payroll Management Forum is provided in tandem with APArsquos 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 worldrsquos largest payroll Expo including a Global Pavilion of payroll service providers and solutions Go to GPMInstitutecom for more information

Congress AppDownload the free Congress 2019 app to view the latest schedule look up details on speakers and sessions search for Expo information message other attendees and much more

Sponsored by

Congress TodayCongress Today is the award-winning printed magazine and blog combo that provides timely news stories on conference events and photo coverage to enhance your Annual Congress experience Use this important onsite resource ndash both in print and online at CongressTodayorg ndash for your Congress news and highlights

Sponsored by

Spouse and Guest Information MeetingAll guests of registered participants are invited to a special spouse and guest program on Tuesday May 14 400 pm ndash 500 pm To help guests make the most of their stay in the Long Beach area representatives from local attractions will share highlights from some of the cityrsquos most popular sites

Earn up to 255 CPE CreditsCPAs can earn up to 255 CPE credits for attending each applicable General Session and workshop sessions

Recertification Credit HoursFPC and CPP designation holders can earn up to 255 RCHs for attending this conference and up to an additional 15 RCHs for attending Virtual Congress Virtual Congress is included with your All-Access Congress registration See page 23 for additional details

Professional Development LoungeMeet the newest addition to APAs Congress resources the Professional Development Lounge Focusing on both personal and professional development to the extreme this designated area features career experts on hand to show you how to enhance your resume and social media presence You can also meet with an APA staffer to update your member profile Stop by to enjoy beverages and snacks from Bogartrsquos Concession Stand and networking with colleagues while gaining some valuable professional insight For more information on the Professional Development Lounge go to apacongresscom

Congress RegistrationAll Congress attendees who purchase an All-Access Pass will also receive a Virtual Congress registration NEW for 2019 ndashColleagues and Non-Members purchasing an All-Access Pass will receive a Virtual Congress registration AND a 1-year APA membership

13wwwAPAcongresscom

NEW

THOUGHT LEADERSHIP Significant return on investment and overcoming industry challenges with specific product solutions is the focus of the Thought Leadership track These educational sessions showcase how organizations implemented specific solutions that positively impacted their bottom line

PAYROLL PROCESSINGThis essential track presents topics critical to the efficient operation of the payroll process Subjects range from internal controls to electronic payment methods and reconciliations

PAYROLL COMPLIANCE TOOLSIs your goal to have a penalty-free payroll In this track you will learn how to identify compliance issues and resolve them before your organization is subject to penalties

WAGE PAYMENTS AND DEDUCTIONSThis track presents topics critical to ensuring that employees are paid accurately Subjects range from regular rate of pay and handling overpayments to child support and other mandatory deductions

US TAXATION AND FORMSThis track presents topics essential to the understanding of US payroll taxation and reporting compliance Subjects range from third-party sick pay to multi-state taxation

GOVERNMENT AFFAIRSThis track is for professionals involved in maintaining compliance These sessions provide a thorough review of legislative and regulatory updates explore the expansion of electronic forms filing and reporting and include the latest from the IRS SSA DOL and other government agencies

INDUSTRY SPECIFIC FORUMSAre you in a special industry or have a special interest These forums discuss the hot topics and the unique issues of special interest to practitioners in a variety of trades and industries

BENEFITS AND COMPENSATIONThis track is for professionals looking for best practices and trends in the field of benefits and compensation including the latest on fringe benefits stock options cafeteria plans and nonqualified deferred compensation plans

14

Education Tracks oer 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

EXECUTIVEThis 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

GLOBAL FORUMS These forums explore a wide spectrum of payroll taxation and related issues from a global perspective Topics include paying nonresident aliens foreign nationals and expatriates international employee data privacy and global risk management

GLOBAL PAYROLL COUNTRY-BY-COUNTRY Is your organization expanding globally In this track you will learn the wage and hour and taxation requirements of selected countries

EXPATRIATE PAYROLLSAre you paying US citizens or resident aliens working outside of the United States This track will provide you the information to ensure you are taxing and reporting wages and fringe benefits correctly You will learn when to withhold and report income social security and Medicare taxes

ACCOUNTS PAYABLEThis is the essential track for accounts payable professionals and anyone who interfaces with AP These sessions cover processes and practices critical to a successful accounts payable operation Topics include Forms 1099-MISC and W-9 as well as internal controls automation and technology

TECHNOLOGYThis track is designed for IT HRIS and payroll professionals and those who interact with them These sessions cover the latest technology such as paycards electronic forms and self-service Internet portals as well as information security and emerging technology trends

ORGANIZATION AND PERSONAL MANAGEMENTFor anyone seeking insights and perspective on a range of timely issues This track offers vast options for enhancing your interpersonal skill set furthering your professional development expanding your leadership potential and advancing your career

LEADERSHIP EXCELLENCE SERIESA premier professional development track for all leaders and those who aspire to become leaders By attending all of the workshops in this track you will earn a Certificate of Completion

APA TOOLSAre you looking to get involved with the APA gain knowledge about our tools and resources or preparing to become certified Workshops in this track will offer a variety of sessions covering volunteering eLearning eBooks and certification

paycon

Have You Heard About The Movement

15

Payroll Processing

rsaquo How to Establish a Shared Services Center

rsaquo How to Reconcile and Reassure Your Executivesrsquo Total Pay

bull IRSSSA Reconciliations What You Donrsquot Know Can Hurt You

bull Mergers and Acquisitions Advanced

bull Payroll Accounting How Important Is It

rsaquo Payroll Processing In-House or Outsourced How to Determine What Model Is Right for Your Organization

bull Perform a Root Cause Payroll Analysis Take Your Payroll Department to the Next Level

bull The Infamous Rules Behind Direct Deposit and Same-Day ACH

bull Compliance Research How to Find Answers and Communicate to Management

bull Keep It All Together Keep It All Straight Payroll Record Keeping Requirements

bull Secrets of a Successful Year-end

bull The 10 Most Common Payroll Pitfalls

bull The Basics of Payroll Reconciliations

bull California Payroll Panel Discussion of CA Experts Addressing Updates Issues and Your Questions

bull e-IWO The Journey to Paperless Child Support Orders and More Begins Here

bull Garnishments Levies Student Loans and More

rsaquo How the Daily Pay Movement Will Impact Payroll As We Know it

bull Managing Termination Pay

bull Overpayments What Can We Do

rsaquo Overtime Under FLSA Regular Pay vs Regular Rate of Pay ndash Are You Calculating Correctly

bull Telecommuting Wage and HourTaxation Issues

Payroll Compliance Tools

Wage Payments and Deductions

bull The Nuts and Bolts of Child Support

bull Understanding Calculations From Basic to Complex

rsaquo Wage and Hour Rules ndash Federal State and Local Requirements

bull Wages Owed to Deceased Employees

bull White Collar Exemptions Under the FLSA

rsaquo A Day in the Life of a Payroll Professional Dealing With Complex Union Payrolls

rsaquo A Post-Tax Reform Overview of State Tax Withholding Changes

bull An Introduction to Multi-State Taxation

rsaquo Avoiding IRS Penalties the Successful Way

rsaquo Combating Fraudulent Authorizations

bull Controlling Employer Factors to Keep SUI Rates Low

bull Correcting the W-2 Form W-2c to 941-X and More

rsaquo How Employer Reporting Requirements are Expanding Current Legislative and Regulatory Trends

bull Introduction to Stock and Stock Option Plans

bull Local Income Tax in Indiana and Ohio

bull Local Income Tax in Pennsylvania

rsaquo Nexus How It Impacts Your Payroll

rsaquo Putting Smart Intelligence to Work for You

rsaquo Tax Notice Compliance ndash Taming the Tax Notice Tiger

rsaquo What Does the 2020 Form W-4 Mean to Payroll and Employees

bull When Does a Visa Impact Withholding

US Taxation and Forms

Visit APAcongresscom for complete workshop descriptions and the weeks schedule Over 50 new workshops (indicated by the rsaquo symbol) have been added this year

wwwAPAcongresscom

16

rsaquo Fair Scheduling Laws Ease the Burden on Payroll

bull Nonqualified Deferred Compensation Plans Advanced

bull Nonqualified Deferred Compensation Plans Basic

bull Paid Sick Leave From Perk to Mandate

rsaquo Payroll and 401(k) ndash Outsourcing Simplify and Protect

bull State and Local Taxation of Stock Options and Other Equity-Based Awards

bull Stock Options and Equity Compensation Plans Advanced

bull Taxable and Nontaxable Fringe Benefits Part 1

bull Taxable and Nontaxable Fringe Benefits Part 2

bull Advanced Career-Building Speaking Skills

rsaquo Building a Successful Business Case to Invest in You

bull Business Continuity Planning Itrsquos Not Just Disaster Recovery Anymore

bull Change Management Strategies to Ensure Successful Projects

bull Executive Compensation Audits What Is the IRS Looking At

bull How to Use Lean Tools to Eliminate Waste in Payroll Operations

bull HRPayrollTime Metrics Turning Data Into Meaningful Information

bull Innovative Best Practices of Prism Award Winners

bull Managing Vendor Partnerships Worldwide

bull Payroll Strategies for Success

rsaquo Process Improvement Through Problem Solving An Eight-Step Process

bull Quality Enhancements for Payroll

bull Six Sigma and Lean Practices Promote Success on Your Payroll Journey

rsaquo The Psychology of Change Management More Than Simply Communicating the Change

bull DOL Investigation How Would You Stack Up

bull Forum on Federal Payroll Issues Part 1

bull Forum on Federal Payroll Issues Part 2

bull Legislative Outlook and APA Lobbying 1

bull Legislative Outlook and APA Lobbying 2

bull State and Local Payroll Key Developments and Research Tools

bull Therapy 101 Form I-9 and E-Verify

bull Top 10 Things You Need to Know About Employment Tax

bull Using the Internet for Federal State and Local Payroll Research

bull Whats Old and New at SSA

rsaquo Agricultural Payroll Issues Challenges and Best Practices

bull Challenges of Health Care Industry Payroll

rsaquo Change Management for Shared Service Environments

bull FLSA Issues in the Government Sector

rsaquo Government Sector Best Practices ndash Fringe Benefits Time amp Attendance 457b and 403b Plans

bull How Payroll Service Providers Interact and Partner With the IRS

bull Manufacturing Industry Roundtable

bull Payroll for Higher Education Institutions

bull Payroll in the Hospitality Industry

bull The One-Person Payroll Department

rsaquo Tips and Tricks for Selecting Payroll Service Vendors and Systems

Executive

Benefits and Compensation

Industry Specific Forums

Government Aairs

paycon

17

Global Forumsbull Business Traveler Considerations for Payroll and

Corporate Tax Departments

bull Can You Asup2ord the Global Payroll Compliance Risk

rsaquo Esup2ectively Capturing Reporting and Reconciling Equity Income Globally

rsaquo GDPR ndash Next Steps Audits and Process

rsaquo Global Money Moving Mania

bull Global Strategic Alignment for HR and Payroll Professionals

rsaquo Inclusion and Diversity (IampD) The Natural Synergies Between IampD Initiatives and Global Mobility

bull Insights on Brexit

bull Introduction to US Nonresident Alien Tax Withholding

bull Nonresident Alien Taxation and Withholding for J-1 Exchange Visitors and F-1 Students

bull Payroll Edge Global Payroll Project Management

rsaquo Standardizing Global Payroll Processes

bull The State of Global Payroll Facts Fears and the Future for Your Organization

bull Understanding Tax Treaty Benefits and Limitations

bull Winning Globally Discovery Strategy Governance Part 1

bull Winning Globally Selecting a Payroll Delivery Model for Your Organization Part 2

bull Canadian Payrolls Nontaxation Issues

bull Canadian Payrolls Taxation Issues

bull Paying in the UK

bull Payroll in Australia

rsaquo Payroll in Brazil

rsaquo Payroll in China and Hong Kong

bull Payroll in France

rsaquo Payroll in Malaysia and Singapore

rsaquo Payroll in Mexico

bull Payroll in South Africa

rsaquo Payroll in Sweden and Norway

Expatriate Payrolls

rsaquo Esup2ectively Operating Shadow Payrolls

bull Expatriate Payroll 101 Everything You Need to Know to Get Started

bull Expatriate Payrolls Advanced

bull Understanding the Tax Equalization and Tax Protection Process

bull AP Accounting and Month-End Accruals

bull AP Internal Control and Auditing Techniques

bull Form 1099-MISC Reporting Federal and State Requirements

bull PayrollAP Best Practices What Does This Really Mean

bull Unclaimed Property Reporting What You Need to Know

bull Understanding Payments to Foreign Workers

bull Worker Classification Issues

rsaquo Blockchain Mobile Payments and the Future of Payroll Administration

rsaquo Cybersecurity Into the Breach

rsaquo DigihellipWhat How to Prepare and Implement a Digitalization Strategy

rsaquo Is HCM Integration for You

rsaquo Moving Payroll to the Cloud Whats Next (v 20)

rsaquo New System Implementation Checklist and Best Practices

bull Paperless Pay Compliance in 50 States

bull Payroll Card Program Best Practices

bull Payroll Fraud Detect Deter Defend

bull Preparing and Analyzing Requests for Proposal

bull Future Trends in Time and Attendance

bull Top 10 Cybersecurity Concerns That Businesses Always Ask About

bull What Every Payroll Professional Needs to Know About Emerging Payroll Technologies

Global Payroll Country by Country

wwwAPAcongresscom

Accounts Payable

Technology

Thought Leadership

rsaquo Building Strong Careers Using SMART Goals

bull Canrsquot Get That Project Completed Get an Intern

bull Developing a Cohesive Team

bull Documenting Your Procedures and Processes

bull Emotional Intelligence

rsaquo Ethics in Payroll

bull Exceptional Customer Service for Payroll Professionals

rsaquo How to Gain Power at Work When You Have None

rsaquo How to Successfully Manage a Payroll of Any Size

bull How to Turn a Payroll Disaster Into a Payroll Win

rsaquo Implementing a New Tool Start With Best Practices

rsaquo Leading During Crisis Workplace Violence

bull Letrsquos Talk Giving Feedback

bull Mentoring and Making It Work for Everyone

bull Metrics How to Begin to Tell Your Story

rsaquo Millennial Leadership

bull Myths Misconceptions and Untruths of Payroll

bull Organizational Culture The Make-or-Break Factor in Hiring and Retention

bull Payroll Best Practices Recap

bull Payroll Consulting as a Career Is It Right for Me

bull Process Mapping Driving Process Improvement

bull Selling Yourself and Your Ideas

bull Stand Up Speak Out Career Success

rsaquo Strategies for Getting a Seat at the Table and Making It Count

bull The Edge of Communication

rsaquo The Importance of Esup2ective Listening

bull The Perfect Partnership Payroll and Human Resources

bull Tips for Project Management

rsaquo Who Wants to Be a Millionaire

bull You Have Reached Your Peak Now What

Organization and Personal Management

18 paycon As of press time

bull Hotline Referral Committee Meeting

bull Make a Disup2erence Through Volunteer Committees

bull Payroll Source Plus Demonstration and QampA

bull PayTrainreg Payroll Training at Your Command

rsaquo Power Up Your Chapter to Increase Member Participation

bull Prepare Yourself for the FPC and CPP Exams

bull Social Media Best Practices for Payroll Professionals

bull Talent Management Through Payroll Assessments

rsaquo Writing Questions for the FPC and CPP Exams

bull How the Daily Pay Movement Will Impact Payroll as We Know It

rsaquo How to Break Up With Excel (But Stay Friends)

bull Introducing the 2019 Deloitte Payroll Benchmarking Survey

bull Leveraging Todays Technology for Payroll Operations

rsaquo Payroll at the Heart of Finance and HR

bull Payroll Change Management A Step-by-Step Guide

rsaquo Why Speed Accuracy and Choice Matter in Payroll Payments for the Young Workforce

Double Sessionrsaquo The Power of Your Personal Brand

rsaquo Inclusive Leadership ndash New Mindsets Models and Required Competencies for Workforce 2030

Double Sessionrsaquo Strategies for Leading a Culture Transformation in Your Organization

rsaquo Building Beneficial Business Relationships

Leadership Excellence Series

APA Tools

Sponsored by

THURSDAY MAY 16 | 730 PM ndash 1130 PM

After paying on the edge join us for an evening of playing on the edge

at this yearrsquos after-hours event Get competitive with your colleagues

and prove that you are the Most Valuable Payer Participate in exciting

activities that will test your skills or join DJ Shai on the dance floor

either way there is something for everyone to celebrate their own

unique competitive edge

Check out the costume categories at APACongresscom or on page 12

19wwwAPAcongresscom

Your Congress registration includes a 1-year APA Membership

(for Colleagues and Non-Members)

Additional Item Available for Purchase Expo Cocktail ReceptionDinner and Party Thursday May 16 $100 per guest (Must be 21 or older to attend)

For Registration Questions Call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT or Email APAamericanpayrollorg

Register Online wwwAPAcongresscom

Register today at wwwamericanpayrollorgvirtual-congresshtml

Enjoy your NEW APA Membership with your Congress registration

RESOURCESIndustry publications and breaking payroll news and updates

EDUCATIONMember discounts on all payroll training classes conferences webinars web-based programs online training and all APA publications

SUPPORTNetworking with over 20000 members through local chapters special events and social networking communities

ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS

ALL-ACCESS PASS(5 Days + Virtual Congress)

$530$1060$1590MEMBER $1900

NANANACOLLEAGUE $2050

$675$1350$2025NON-MEMBER $2120

20 paycon

Not attending CongressYou can still register to attend the Virtual Congress amp Expo

Member $225Non-Member $495

Event Code 19CONGRS Fees

All-Access Pass includes Congress registration and Virtual Congress registration Colleagues and Non-Members also receive a 1-year APA Membership

MEMBER $1900COLLEAGUE $2050NON-MEMBER $2120

Three-Day PassMEMBER $1590COLLEAGUE NANON-MEMBER $2025

Two-Day PassMEMBER $1060COLLEAGUE NANON-MEMBER $1350

One-Day PassMEMBER $530COLLEAGUE NANON-MEMBER $675

Guest Registration

Expo Cocktail ReceptionDinner and Party on May 16 $100 per guestGuest Name ____________________________ Guest Name ____________________________ $ _________

Registration Amount All-Access Pass One-Day Pass Two-Day Pass Three-Day Pass Days Attending ___________________

$ _________

Total Payment $ _________

37th Annual Congress ndash Registration Form Register and make housing reservations at wwwAPAcongresscom

Name Ms Mr _________________________________________________

Title _________________________________________________________________

Organization _________________________________________________________

Street Address ________________________________________________________

City __________________ StateProvince ________ Country _____________

Zip + 4-digitPostal Code ______________________________________________

Telephone ____________________________________________________________ (AreaCountry Code)

Fax __________________________________________________________________

(AreaCountry Code)

Email ________________________________________________________________ (For official APA communications registration confirmations Payroll Currently and PAYTECH-Digital)

Please indicate if you are CPA PA (For NASBA reporting purposes)

Global Payroll Management Institute Subscriber Yes No

Needed for New Member Enrollment Birth date ______ ______ ______

I am an APA MEMBER

Memberrsquos ID __________________________________________________ (Update your contact information at wwwAPAcongresscom)

I am a COLLEAGUE of an APA MEMBER (at the same street address)

Colleaguersquos ID ______________________________________________________

Memberrsquos Name ______________________________________________________

Memberrsquos ID _______________________________________________________

I am NOT an APA Member or Colleague

Special Dietary Request Vegetarian Gluten-Free Kosher Peanut Allergy

Dairy Allergy Halal Shellfish Allergy Vegan

I have read the additional info for onsite meal requests found on page 22

All Attendees Please Complete This SectionIn case of emergency contact

Name ________________________________________________________________

Relation to Attendee ___________________________________________________

Daytime Phone _______________________________________________________

Evening Phone________________________________________________________

I will be staying at this hotel ___________________________________________

For Office Use Only Date ________________ Order _________________ Batch _______________ Group ________________ Check _______________ CP _________________ Total $ ________________

Registrant Information

Consent to Use Your Photograph and Contact Info By registering for this program you are granting official conference photographers permission to photograph you and publish photos in APA publications social media and marketing materials In addition by attending or speaking at this conference you are granting APA permission to make your contact information available to our sponsors who may choose to market their products and services to you via email fax telephone mail or other means

Virtual Congress amp Expo Not attending Congress in Long Beach Register for Virtual Congress amp Expo at wwwamericanpayrollorgvirtual-congresshtml

E M T 9 VLast updated 040419

1

I agree to the cancellation policies found at wwwamericanpayrollorg

PURCHASE ORDER ____________________________________________________ (for government agenciesuniversities only)

Make CHECK payable and mail to American Payroll Association

co Customer Service660 North Main Avenue Suite 100

San Antonio TX 78205-1217

If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of the event

Payment Information

Order Form

Payment in US dollars must accompany registration formCurrency Converter wwwxecom

Three Enrollment Options Online Fax MailwwwAPAcongresscom (210) 224-6038 To address below I authorize the American Payroll Association to CHARGE my American Express Discover MasterCard Visa

Card is Corporate Personal

Card ____________________________________________________________

Exp Date ______________________________ CVV Code __________________

Name on credit card ________________________________________________

Signature of cardholder ______________________________________________

3

2

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 12: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

NetworkingCongress OrientationAttending for the first time Give the Congress Orientation Session top priority Presented by Congress veterans yoursquoll get important information plus valuable tips on making the most out of your Congress experience Plan to attend one of two sessions offered on Monday May 13 500 pm ndash 530 pm or Tuesday May 14 100 pm ndash 130 pm

Chapter Exchange ReceptionJoin other payroll professionals from over 120 active APA chapters across the country at this annual networking event APArsquos Board of Advisors will also be on hand to meet you at this highly anticipated event on Wednesday May 15 630 pm ndash 800 pm

Sponsored by

Chapter PictorialsVideo monitors throughout the convention center will showcase all of the creative and colorful local chapter pictorial presentations that were entered in the 2019 Chapter Pictorial Contest Each unique photo montage slide show reflects the activities and events APArsquos individual chapters participated in throughout 2018

Social Media CongressExpand your network and meet social media enthusiasts at the Congress Tweet Up Monday May 13 630 pm ndash 730 pm Need some social media training Stop by the Tweet Up or meet up at the APA booth during the Expo Cocktail Receptions on Wednesday and Thursday to learn how to expand your online network Be sure to use paycon on your social media posts

Events Annual Business MeetingHeld on Tuesday May 14 800 am ndash 930 am the American Payroll Associationrsquos Annual Business Meeting is open to all association members

Awards CeremoniesMembers are the lifeblood of the APA The success of the association and the advancement of the payroll profession are not possible without the efforts of our volunteers APA will honor these exceptional achievers in special awards ceremonies throughout the week

Chapter AwardsThe Chapter Contest Awards will be announced during the Chapter Exchange Reception on Wednesday May 15 630 pm ndash 800 pm Be there to hear about all of the chaptersrsquo success and hard work and see who will win the coveted Chapter of the Year Award Letrsquos celebrate all of the 2018 chapter accomplishments

Be an MVPPut your competitive spirit into high gear at this yearrsquos costume contest Deck yourself out as a favorite icon from the world of competitions Whether yoursquore inspiring or wacky your creative costume will be one for the books Plan your costume as an individual duo or group for one of the following categories

❯ All-Star Athlete

❯ Most Memorable Reality TV Show Competitor

❯ Ultimate Record Breaker

❯ Cheer Champion

Judging will take place during the Expo Cocktail Reception and Dinner on Thursday May 16 at 630 pm

Resources New WorkshopsThis year weve included more new workshops than ever before Over 50 new titles have been integrated into the educational lineup Look for the rsaquo icon next to the titles on pages 15-18

12 paycon

Federal Government Executive General SessionHear from key players in the current administration at this yearrsquos Federal Government Executive General Session on Friday May 17 at 800 am You wonrsquot want to miss this discussion of the issues that impact payroll management and how they are working to implement change

Leadership Excellence Series Shirley Davis PhD CSP SPHR SHRM-SCP

Join Dr Shirley Davis for the popular Leadership Excellence Series of workshops where yoursquoll explore such topics as ldquoThe Power of Your Personal Brandrdquo ldquoInclusive Leadershiprdquo ldquoStrategies for Leading a Culture Transformation in Your Organizationrdquo and ldquoBuilding Beneficial Business

Relationshipsrdquo Attend two double sessions when you choose this track and earn 6 RCHs and a Certificate of Completion

Worlds Largest Payroll ExpoWherersquos the best place to learn about the latest in payroll products technologies and tools The Expo Be there on Wednesday May 15 for the Grand Opening and Cocktail Reception See page 10 for a schedule of other Expo events

Global Payroll Management ForumThe Global Payroll Management Institutersquos 4th Annual Global Payroll Management Forum is provided in tandem with APArsquos 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 worldrsquos largest payroll Expo including a Global Pavilion of payroll service providers and solutions Go to GPMInstitutecom for more information

Congress AppDownload the free Congress 2019 app to view the latest schedule look up details on speakers and sessions search for Expo information message other attendees and much more

Sponsored by

Congress TodayCongress Today is the award-winning printed magazine and blog combo that provides timely news stories on conference events and photo coverage to enhance your Annual Congress experience Use this important onsite resource ndash both in print and online at CongressTodayorg ndash for your Congress news and highlights

Sponsored by

Spouse and Guest Information MeetingAll guests of registered participants are invited to a special spouse and guest program on Tuesday May 14 400 pm ndash 500 pm To help guests make the most of their stay in the Long Beach area representatives from local attractions will share highlights from some of the cityrsquos most popular sites

Earn up to 255 CPE CreditsCPAs can earn up to 255 CPE credits for attending each applicable General Session and workshop sessions

Recertification Credit HoursFPC and CPP designation holders can earn up to 255 RCHs for attending this conference and up to an additional 15 RCHs for attending Virtual Congress Virtual Congress is included with your All-Access Congress registration See page 23 for additional details

Professional Development LoungeMeet the newest addition to APAs Congress resources the Professional Development Lounge Focusing on both personal and professional development to the extreme this designated area features career experts on hand to show you how to enhance your resume and social media presence You can also meet with an APA staffer to update your member profile Stop by to enjoy beverages and snacks from Bogartrsquos Concession Stand and networking with colleagues while gaining some valuable professional insight For more information on the Professional Development Lounge go to apacongresscom

Congress RegistrationAll Congress attendees who purchase an All-Access Pass will also receive a Virtual Congress registration NEW for 2019 ndashColleagues and Non-Members purchasing an All-Access Pass will receive a Virtual Congress registration AND a 1-year APA membership

13wwwAPAcongresscom

NEW

THOUGHT LEADERSHIP Significant return on investment and overcoming industry challenges with specific product solutions is the focus of the Thought Leadership track These educational sessions showcase how organizations implemented specific solutions that positively impacted their bottom line

PAYROLL PROCESSINGThis essential track presents topics critical to the efficient operation of the payroll process Subjects range from internal controls to electronic payment methods and reconciliations

PAYROLL COMPLIANCE TOOLSIs your goal to have a penalty-free payroll In this track you will learn how to identify compliance issues and resolve them before your organization is subject to penalties

WAGE PAYMENTS AND DEDUCTIONSThis track presents topics critical to ensuring that employees are paid accurately Subjects range from regular rate of pay and handling overpayments to child support and other mandatory deductions

US TAXATION AND FORMSThis track presents topics essential to the understanding of US payroll taxation and reporting compliance Subjects range from third-party sick pay to multi-state taxation

GOVERNMENT AFFAIRSThis track is for professionals involved in maintaining compliance These sessions provide a thorough review of legislative and regulatory updates explore the expansion of electronic forms filing and reporting and include the latest from the IRS SSA DOL and other government agencies

INDUSTRY SPECIFIC FORUMSAre you in a special industry or have a special interest These forums discuss the hot topics and the unique issues of special interest to practitioners in a variety of trades and industries

BENEFITS AND COMPENSATIONThis track is for professionals looking for best practices and trends in the field of benefits and compensation including the latest on fringe benefits stock options cafeteria plans and nonqualified deferred compensation plans

14

Education Tracks oer 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

EXECUTIVEThis 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

GLOBAL FORUMS These forums explore a wide spectrum of payroll taxation and related issues from a global perspective Topics include paying nonresident aliens foreign nationals and expatriates international employee data privacy and global risk management

GLOBAL PAYROLL COUNTRY-BY-COUNTRY Is your organization expanding globally In this track you will learn the wage and hour and taxation requirements of selected countries

EXPATRIATE PAYROLLSAre you paying US citizens or resident aliens working outside of the United States This track will provide you the information to ensure you are taxing and reporting wages and fringe benefits correctly You will learn when to withhold and report income social security and Medicare taxes

ACCOUNTS PAYABLEThis is the essential track for accounts payable professionals and anyone who interfaces with AP These sessions cover processes and practices critical to a successful accounts payable operation Topics include Forms 1099-MISC and W-9 as well as internal controls automation and technology

TECHNOLOGYThis track is designed for IT HRIS and payroll professionals and those who interact with them These sessions cover the latest technology such as paycards electronic forms and self-service Internet portals as well as information security and emerging technology trends

ORGANIZATION AND PERSONAL MANAGEMENTFor anyone seeking insights and perspective on a range of timely issues This track offers vast options for enhancing your interpersonal skill set furthering your professional development expanding your leadership potential and advancing your career

LEADERSHIP EXCELLENCE SERIESA premier professional development track for all leaders and those who aspire to become leaders By attending all of the workshops in this track you will earn a Certificate of Completion

APA TOOLSAre you looking to get involved with the APA gain knowledge about our tools and resources or preparing to become certified Workshops in this track will offer a variety of sessions covering volunteering eLearning eBooks and certification

paycon

Have You Heard About The Movement

15

Payroll Processing

rsaquo How to Establish a Shared Services Center

rsaquo How to Reconcile and Reassure Your Executivesrsquo Total Pay

bull IRSSSA Reconciliations What You Donrsquot Know Can Hurt You

bull Mergers and Acquisitions Advanced

bull Payroll Accounting How Important Is It

rsaquo Payroll Processing In-House or Outsourced How to Determine What Model Is Right for Your Organization

bull Perform a Root Cause Payroll Analysis Take Your Payroll Department to the Next Level

bull The Infamous Rules Behind Direct Deposit and Same-Day ACH

bull Compliance Research How to Find Answers and Communicate to Management

bull Keep It All Together Keep It All Straight Payroll Record Keeping Requirements

bull Secrets of a Successful Year-end

bull The 10 Most Common Payroll Pitfalls

bull The Basics of Payroll Reconciliations

bull California Payroll Panel Discussion of CA Experts Addressing Updates Issues and Your Questions

bull e-IWO The Journey to Paperless Child Support Orders and More Begins Here

bull Garnishments Levies Student Loans and More

rsaquo How the Daily Pay Movement Will Impact Payroll As We Know it

bull Managing Termination Pay

bull Overpayments What Can We Do

rsaquo Overtime Under FLSA Regular Pay vs Regular Rate of Pay ndash Are You Calculating Correctly

bull Telecommuting Wage and HourTaxation Issues

Payroll Compliance Tools

Wage Payments and Deductions

bull The Nuts and Bolts of Child Support

bull Understanding Calculations From Basic to Complex

rsaquo Wage and Hour Rules ndash Federal State and Local Requirements

bull Wages Owed to Deceased Employees

bull White Collar Exemptions Under the FLSA

rsaquo A Day in the Life of a Payroll Professional Dealing With Complex Union Payrolls

rsaquo A Post-Tax Reform Overview of State Tax Withholding Changes

bull An Introduction to Multi-State Taxation

rsaquo Avoiding IRS Penalties the Successful Way

rsaquo Combating Fraudulent Authorizations

bull Controlling Employer Factors to Keep SUI Rates Low

bull Correcting the W-2 Form W-2c to 941-X and More

rsaquo How Employer Reporting Requirements are Expanding Current Legislative and Regulatory Trends

bull Introduction to Stock and Stock Option Plans

bull Local Income Tax in Indiana and Ohio

bull Local Income Tax in Pennsylvania

rsaquo Nexus How It Impacts Your Payroll

rsaquo Putting Smart Intelligence to Work for You

rsaquo Tax Notice Compliance ndash Taming the Tax Notice Tiger

rsaquo What Does the 2020 Form W-4 Mean to Payroll and Employees

bull When Does a Visa Impact Withholding

US Taxation and Forms

Visit APAcongresscom for complete workshop descriptions and the weeks schedule Over 50 new workshops (indicated by the rsaquo symbol) have been added this year

wwwAPAcongresscom

16

rsaquo Fair Scheduling Laws Ease the Burden on Payroll

bull Nonqualified Deferred Compensation Plans Advanced

bull Nonqualified Deferred Compensation Plans Basic

bull Paid Sick Leave From Perk to Mandate

rsaquo Payroll and 401(k) ndash Outsourcing Simplify and Protect

bull State and Local Taxation of Stock Options and Other Equity-Based Awards

bull Stock Options and Equity Compensation Plans Advanced

bull Taxable and Nontaxable Fringe Benefits Part 1

bull Taxable and Nontaxable Fringe Benefits Part 2

bull Advanced Career-Building Speaking Skills

rsaquo Building a Successful Business Case to Invest in You

bull Business Continuity Planning Itrsquos Not Just Disaster Recovery Anymore

bull Change Management Strategies to Ensure Successful Projects

bull Executive Compensation Audits What Is the IRS Looking At

bull How to Use Lean Tools to Eliminate Waste in Payroll Operations

bull HRPayrollTime Metrics Turning Data Into Meaningful Information

bull Innovative Best Practices of Prism Award Winners

bull Managing Vendor Partnerships Worldwide

bull Payroll Strategies for Success

rsaquo Process Improvement Through Problem Solving An Eight-Step Process

bull Quality Enhancements for Payroll

bull Six Sigma and Lean Practices Promote Success on Your Payroll Journey

rsaquo The Psychology of Change Management More Than Simply Communicating the Change

bull DOL Investigation How Would You Stack Up

bull Forum on Federal Payroll Issues Part 1

bull Forum on Federal Payroll Issues Part 2

bull Legislative Outlook and APA Lobbying 1

bull Legislative Outlook and APA Lobbying 2

bull State and Local Payroll Key Developments and Research Tools

bull Therapy 101 Form I-9 and E-Verify

bull Top 10 Things You Need to Know About Employment Tax

bull Using the Internet for Federal State and Local Payroll Research

bull Whats Old and New at SSA

rsaquo Agricultural Payroll Issues Challenges and Best Practices

bull Challenges of Health Care Industry Payroll

rsaquo Change Management for Shared Service Environments

bull FLSA Issues in the Government Sector

rsaquo Government Sector Best Practices ndash Fringe Benefits Time amp Attendance 457b and 403b Plans

bull How Payroll Service Providers Interact and Partner With the IRS

bull Manufacturing Industry Roundtable

bull Payroll for Higher Education Institutions

bull Payroll in the Hospitality Industry

bull The One-Person Payroll Department

rsaquo Tips and Tricks for Selecting Payroll Service Vendors and Systems

Executive

Benefits and Compensation

Industry Specific Forums

Government Aairs

paycon

17

Global Forumsbull Business Traveler Considerations for Payroll and

Corporate Tax Departments

bull Can You Asup2ord the Global Payroll Compliance Risk

rsaquo Esup2ectively Capturing Reporting and Reconciling Equity Income Globally

rsaquo GDPR ndash Next Steps Audits and Process

rsaquo Global Money Moving Mania

bull Global Strategic Alignment for HR and Payroll Professionals

rsaquo Inclusion and Diversity (IampD) The Natural Synergies Between IampD Initiatives and Global Mobility

bull Insights on Brexit

bull Introduction to US Nonresident Alien Tax Withholding

bull Nonresident Alien Taxation and Withholding for J-1 Exchange Visitors and F-1 Students

bull Payroll Edge Global Payroll Project Management

rsaquo Standardizing Global Payroll Processes

bull The State of Global Payroll Facts Fears and the Future for Your Organization

bull Understanding Tax Treaty Benefits and Limitations

bull Winning Globally Discovery Strategy Governance Part 1

bull Winning Globally Selecting a Payroll Delivery Model for Your Organization Part 2

bull Canadian Payrolls Nontaxation Issues

bull Canadian Payrolls Taxation Issues

bull Paying in the UK

bull Payroll in Australia

rsaquo Payroll in Brazil

rsaquo Payroll in China and Hong Kong

bull Payroll in France

rsaquo Payroll in Malaysia and Singapore

rsaquo Payroll in Mexico

bull Payroll in South Africa

rsaquo Payroll in Sweden and Norway

Expatriate Payrolls

rsaquo Esup2ectively Operating Shadow Payrolls

bull Expatriate Payroll 101 Everything You Need to Know to Get Started

bull Expatriate Payrolls Advanced

bull Understanding the Tax Equalization and Tax Protection Process

bull AP Accounting and Month-End Accruals

bull AP Internal Control and Auditing Techniques

bull Form 1099-MISC Reporting Federal and State Requirements

bull PayrollAP Best Practices What Does This Really Mean

bull Unclaimed Property Reporting What You Need to Know

bull Understanding Payments to Foreign Workers

bull Worker Classification Issues

rsaquo Blockchain Mobile Payments and the Future of Payroll Administration

rsaquo Cybersecurity Into the Breach

rsaquo DigihellipWhat How to Prepare and Implement a Digitalization Strategy

rsaquo Is HCM Integration for You

rsaquo Moving Payroll to the Cloud Whats Next (v 20)

rsaquo New System Implementation Checklist and Best Practices

bull Paperless Pay Compliance in 50 States

bull Payroll Card Program Best Practices

bull Payroll Fraud Detect Deter Defend

bull Preparing and Analyzing Requests for Proposal

bull Future Trends in Time and Attendance

bull Top 10 Cybersecurity Concerns That Businesses Always Ask About

bull What Every Payroll Professional Needs to Know About Emerging Payroll Technologies

Global Payroll Country by Country

wwwAPAcongresscom

Accounts Payable

Technology

Thought Leadership

rsaquo Building Strong Careers Using SMART Goals

bull Canrsquot Get That Project Completed Get an Intern

bull Developing a Cohesive Team

bull Documenting Your Procedures and Processes

bull Emotional Intelligence

rsaquo Ethics in Payroll

bull Exceptional Customer Service for Payroll Professionals

rsaquo How to Gain Power at Work When You Have None

rsaquo How to Successfully Manage a Payroll of Any Size

bull How to Turn a Payroll Disaster Into a Payroll Win

rsaquo Implementing a New Tool Start With Best Practices

rsaquo Leading During Crisis Workplace Violence

bull Letrsquos Talk Giving Feedback

bull Mentoring and Making It Work for Everyone

bull Metrics How to Begin to Tell Your Story

rsaquo Millennial Leadership

bull Myths Misconceptions and Untruths of Payroll

bull Organizational Culture The Make-or-Break Factor in Hiring and Retention

bull Payroll Best Practices Recap

bull Payroll Consulting as a Career Is It Right for Me

bull Process Mapping Driving Process Improvement

bull Selling Yourself and Your Ideas

bull Stand Up Speak Out Career Success

rsaquo Strategies for Getting a Seat at the Table and Making It Count

bull The Edge of Communication

rsaquo The Importance of Esup2ective Listening

bull The Perfect Partnership Payroll and Human Resources

bull Tips for Project Management

rsaquo Who Wants to Be a Millionaire

bull You Have Reached Your Peak Now What

Organization and Personal Management

18 paycon As of press time

bull Hotline Referral Committee Meeting

bull Make a Disup2erence Through Volunteer Committees

bull Payroll Source Plus Demonstration and QampA

bull PayTrainreg Payroll Training at Your Command

rsaquo Power Up Your Chapter to Increase Member Participation

bull Prepare Yourself for the FPC and CPP Exams

bull Social Media Best Practices for Payroll Professionals

bull Talent Management Through Payroll Assessments

rsaquo Writing Questions for the FPC and CPP Exams

bull How the Daily Pay Movement Will Impact Payroll as We Know It

rsaquo How to Break Up With Excel (But Stay Friends)

bull Introducing the 2019 Deloitte Payroll Benchmarking Survey

bull Leveraging Todays Technology for Payroll Operations

rsaquo Payroll at the Heart of Finance and HR

bull Payroll Change Management A Step-by-Step Guide

rsaquo Why Speed Accuracy and Choice Matter in Payroll Payments for the Young Workforce

Double Sessionrsaquo The Power of Your Personal Brand

rsaquo Inclusive Leadership ndash New Mindsets Models and Required Competencies for Workforce 2030

Double Sessionrsaquo Strategies for Leading a Culture Transformation in Your Organization

rsaquo Building Beneficial Business Relationships

Leadership Excellence Series

APA Tools

Sponsored by

THURSDAY MAY 16 | 730 PM ndash 1130 PM

After paying on the edge join us for an evening of playing on the edge

at this yearrsquos after-hours event Get competitive with your colleagues

and prove that you are the Most Valuable Payer Participate in exciting

activities that will test your skills or join DJ Shai on the dance floor

either way there is something for everyone to celebrate their own

unique competitive edge

Check out the costume categories at APACongresscom or on page 12

19wwwAPAcongresscom

Your Congress registration includes a 1-year APA Membership

(for Colleagues and Non-Members)

Additional Item Available for Purchase Expo Cocktail ReceptionDinner and Party Thursday May 16 $100 per guest (Must be 21 or older to attend)

For Registration Questions Call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT or Email APAamericanpayrollorg

Register Online wwwAPAcongresscom

Register today at wwwamericanpayrollorgvirtual-congresshtml

Enjoy your NEW APA Membership with your Congress registration

RESOURCESIndustry publications and breaking payroll news and updates

EDUCATIONMember discounts on all payroll training classes conferences webinars web-based programs online training and all APA publications

SUPPORTNetworking with over 20000 members through local chapters special events and social networking communities

ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS

ALL-ACCESS PASS(5 Days + Virtual Congress)

$530$1060$1590MEMBER $1900

NANANACOLLEAGUE $2050

$675$1350$2025NON-MEMBER $2120

20 paycon

Not attending CongressYou can still register to attend the Virtual Congress amp Expo

Member $225Non-Member $495

Event Code 19CONGRS Fees

All-Access Pass includes Congress registration and Virtual Congress registration Colleagues and Non-Members also receive a 1-year APA Membership

MEMBER $1900COLLEAGUE $2050NON-MEMBER $2120

Three-Day PassMEMBER $1590COLLEAGUE NANON-MEMBER $2025

Two-Day PassMEMBER $1060COLLEAGUE NANON-MEMBER $1350

One-Day PassMEMBER $530COLLEAGUE NANON-MEMBER $675

Guest Registration

Expo Cocktail ReceptionDinner and Party on May 16 $100 per guestGuest Name ____________________________ Guest Name ____________________________ $ _________

Registration Amount All-Access Pass One-Day Pass Two-Day Pass Three-Day Pass Days Attending ___________________

$ _________

Total Payment $ _________

37th Annual Congress ndash Registration Form Register and make housing reservations at wwwAPAcongresscom

Name Ms Mr _________________________________________________

Title _________________________________________________________________

Organization _________________________________________________________

Street Address ________________________________________________________

City __________________ StateProvince ________ Country _____________

Zip + 4-digitPostal Code ______________________________________________

Telephone ____________________________________________________________ (AreaCountry Code)

Fax __________________________________________________________________

(AreaCountry Code)

Email ________________________________________________________________ (For official APA communications registration confirmations Payroll Currently and PAYTECH-Digital)

Please indicate if you are CPA PA (For NASBA reporting purposes)

Global Payroll Management Institute Subscriber Yes No

Needed for New Member Enrollment Birth date ______ ______ ______

I am an APA MEMBER

Memberrsquos ID __________________________________________________ (Update your contact information at wwwAPAcongresscom)

I am a COLLEAGUE of an APA MEMBER (at the same street address)

Colleaguersquos ID ______________________________________________________

Memberrsquos Name ______________________________________________________

Memberrsquos ID _______________________________________________________

I am NOT an APA Member or Colleague

Special Dietary Request Vegetarian Gluten-Free Kosher Peanut Allergy

Dairy Allergy Halal Shellfish Allergy Vegan

I have read the additional info for onsite meal requests found on page 22

All Attendees Please Complete This SectionIn case of emergency contact

Name ________________________________________________________________

Relation to Attendee ___________________________________________________

Daytime Phone _______________________________________________________

Evening Phone________________________________________________________

I will be staying at this hotel ___________________________________________

For Office Use Only Date ________________ Order _________________ Batch _______________ Group ________________ Check _______________ CP _________________ Total $ ________________

Registrant Information

Consent to Use Your Photograph and Contact Info By registering for this program you are granting official conference photographers permission to photograph you and publish photos in APA publications social media and marketing materials In addition by attending or speaking at this conference you are granting APA permission to make your contact information available to our sponsors who may choose to market their products and services to you via email fax telephone mail or other means

Virtual Congress amp Expo Not attending Congress in Long Beach Register for Virtual Congress amp Expo at wwwamericanpayrollorgvirtual-congresshtml

E M T 9 VLast updated 040419

1

I agree to the cancellation policies found at wwwamericanpayrollorg

PURCHASE ORDER ____________________________________________________ (for government agenciesuniversities only)

Make CHECK payable and mail to American Payroll Association

co Customer Service660 North Main Avenue Suite 100

San Antonio TX 78205-1217

If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of the event

Payment Information

Order Form

Payment in US dollars must accompany registration formCurrency Converter wwwxecom

Three Enrollment Options Online Fax MailwwwAPAcongresscom (210) 224-6038 To address below I authorize the American Payroll Association to CHARGE my American Express Discover MasterCard Visa

Card is Corporate Personal

Card ____________________________________________________________

Exp Date ______________________________ CVV Code __________________

Name on credit card ________________________________________________

Signature of cardholder ______________________________________________

3

2

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 13: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

Federal Government Executive General SessionHear from key players in the current administration at this yearrsquos Federal Government Executive General Session on Friday May 17 at 800 am You wonrsquot want to miss this discussion of the issues that impact payroll management and how they are working to implement change

Leadership Excellence Series Shirley Davis PhD CSP SPHR SHRM-SCP

Join Dr Shirley Davis for the popular Leadership Excellence Series of workshops where yoursquoll explore such topics as ldquoThe Power of Your Personal Brandrdquo ldquoInclusive Leadershiprdquo ldquoStrategies for Leading a Culture Transformation in Your Organizationrdquo and ldquoBuilding Beneficial Business

Relationshipsrdquo Attend two double sessions when you choose this track and earn 6 RCHs and a Certificate of Completion

Worlds Largest Payroll ExpoWherersquos the best place to learn about the latest in payroll products technologies and tools The Expo Be there on Wednesday May 15 for the Grand Opening and Cocktail Reception See page 10 for a schedule of other Expo events

Global Payroll Management ForumThe Global Payroll Management Institutersquos 4th Annual Global Payroll Management Forum is provided in tandem with APArsquos 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 worldrsquos largest payroll Expo including a Global Pavilion of payroll service providers and solutions Go to GPMInstitutecom for more information

Congress AppDownload the free Congress 2019 app to view the latest schedule look up details on speakers and sessions search for Expo information message other attendees and much more

Sponsored by

Congress TodayCongress Today is the award-winning printed magazine and blog combo that provides timely news stories on conference events and photo coverage to enhance your Annual Congress experience Use this important onsite resource ndash both in print and online at CongressTodayorg ndash for your Congress news and highlights

Sponsored by

Spouse and Guest Information MeetingAll guests of registered participants are invited to a special spouse and guest program on Tuesday May 14 400 pm ndash 500 pm To help guests make the most of their stay in the Long Beach area representatives from local attractions will share highlights from some of the cityrsquos most popular sites

Earn up to 255 CPE CreditsCPAs can earn up to 255 CPE credits for attending each applicable General Session and workshop sessions

Recertification Credit HoursFPC and CPP designation holders can earn up to 255 RCHs for attending this conference and up to an additional 15 RCHs for attending Virtual Congress Virtual Congress is included with your All-Access Congress registration See page 23 for additional details

Professional Development LoungeMeet the newest addition to APAs Congress resources the Professional Development Lounge Focusing on both personal and professional development to the extreme this designated area features career experts on hand to show you how to enhance your resume and social media presence You can also meet with an APA staffer to update your member profile Stop by to enjoy beverages and snacks from Bogartrsquos Concession Stand and networking with colleagues while gaining some valuable professional insight For more information on the Professional Development Lounge go to apacongresscom

Congress RegistrationAll Congress attendees who purchase an All-Access Pass will also receive a Virtual Congress registration NEW for 2019 ndashColleagues and Non-Members purchasing an All-Access Pass will receive a Virtual Congress registration AND a 1-year APA membership

13wwwAPAcongresscom

NEW

THOUGHT LEADERSHIP Significant return on investment and overcoming industry challenges with specific product solutions is the focus of the Thought Leadership track These educational sessions showcase how organizations implemented specific solutions that positively impacted their bottom line

PAYROLL PROCESSINGThis essential track presents topics critical to the efficient operation of the payroll process Subjects range from internal controls to electronic payment methods and reconciliations

PAYROLL COMPLIANCE TOOLSIs your goal to have a penalty-free payroll In this track you will learn how to identify compliance issues and resolve them before your organization is subject to penalties

WAGE PAYMENTS AND DEDUCTIONSThis track presents topics critical to ensuring that employees are paid accurately Subjects range from regular rate of pay and handling overpayments to child support and other mandatory deductions

US TAXATION AND FORMSThis track presents topics essential to the understanding of US payroll taxation and reporting compliance Subjects range from third-party sick pay to multi-state taxation

GOVERNMENT AFFAIRSThis track is for professionals involved in maintaining compliance These sessions provide a thorough review of legislative and regulatory updates explore the expansion of electronic forms filing and reporting and include the latest from the IRS SSA DOL and other government agencies

INDUSTRY SPECIFIC FORUMSAre you in a special industry or have a special interest These forums discuss the hot topics and the unique issues of special interest to practitioners in a variety of trades and industries

BENEFITS AND COMPENSATIONThis track is for professionals looking for best practices and trends in the field of benefits and compensation including the latest on fringe benefits stock options cafeteria plans and nonqualified deferred compensation plans

14

Education Tracks oer 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

EXECUTIVEThis 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

GLOBAL FORUMS These forums explore a wide spectrum of payroll taxation and related issues from a global perspective Topics include paying nonresident aliens foreign nationals and expatriates international employee data privacy and global risk management

GLOBAL PAYROLL COUNTRY-BY-COUNTRY Is your organization expanding globally In this track you will learn the wage and hour and taxation requirements of selected countries

EXPATRIATE PAYROLLSAre you paying US citizens or resident aliens working outside of the United States This track will provide you the information to ensure you are taxing and reporting wages and fringe benefits correctly You will learn when to withhold and report income social security and Medicare taxes

ACCOUNTS PAYABLEThis is the essential track for accounts payable professionals and anyone who interfaces with AP These sessions cover processes and practices critical to a successful accounts payable operation Topics include Forms 1099-MISC and W-9 as well as internal controls automation and technology

TECHNOLOGYThis track is designed for IT HRIS and payroll professionals and those who interact with them These sessions cover the latest technology such as paycards electronic forms and self-service Internet portals as well as information security and emerging technology trends

ORGANIZATION AND PERSONAL MANAGEMENTFor anyone seeking insights and perspective on a range of timely issues This track offers vast options for enhancing your interpersonal skill set furthering your professional development expanding your leadership potential and advancing your career

LEADERSHIP EXCELLENCE SERIESA premier professional development track for all leaders and those who aspire to become leaders By attending all of the workshops in this track you will earn a Certificate of Completion

APA TOOLSAre you looking to get involved with the APA gain knowledge about our tools and resources or preparing to become certified Workshops in this track will offer a variety of sessions covering volunteering eLearning eBooks and certification

paycon

Have You Heard About The Movement

15

Payroll Processing

rsaquo How to Establish a Shared Services Center

rsaquo How to Reconcile and Reassure Your Executivesrsquo Total Pay

bull IRSSSA Reconciliations What You Donrsquot Know Can Hurt You

bull Mergers and Acquisitions Advanced

bull Payroll Accounting How Important Is It

rsaquo Payroll Processing In-House or Outsourced How to Determine What Model Is Right for Your Organization

bull Perform a Root Cause Payroll Analysis Take Your Payroll Department to the Next Level

bull The Infamous Rules Behind Direct Deposit and Same-Day ACH

bull Compliance Research How to Find Answers and Communicate to Management

bull Keep It All Together Keep It All Straight Payroll Record Keeping Requirements

bull Secrets of a Successful Year-end

bull The 10 Most Common Payroll Pitfalls

bull The Basics of Payroll Reconciliations

bull California Payroll Panel Discussion of CA Experts Addressing Updates Issues and Your Questions

bull e-IWO The Journey to Paperless Child Support Orders and More Begins Here

bull Garnishments Levies Student Loans and More

rsaquo How the Daily Pay Movement Will Impact Payroll As We Know it

bull Managing Termination Pay

bull Overpayments What Can We Do

rsaquo Overtime Under FLSA Regular Pay vs Regular Rate of Pay ndash Are You Calculating Correctly

bull Telecommuting Wage and HourTaxation Issues

Payroll Compliance Tools

Wage Payments and Deductions

bull The Nuts and Bolts of Child Support

bull Understanding Calculations From Basic to Complex

rsaquo Wage and Hour Rules ndash Federal State and Local Requirements

bull Wages Owed to Deceased Employees

bull White Collar Exemptions Under the FLSA

rsaquo A Day in the Life of a Payroll Professional Dealing With Complex Union Payrolls

rsaquo A Post-Tax Reform Overview of State Tax Withholding Changes

bull An Introduction to Multi-State Taxation

rsaquo Avoiding IRS Penalties the Successful Way

rsaquo Combating Fraudulent Authorizations

bull Controlling Employer Factors to Keep SUI Rates Low

bull Correcting the W-2 Form W-2c to 941-X and More

rsaquo How Employer Reporting Requirements are Expanding Current Legislative and Regulatory Trends

bull Introduction to Stock and Stock Option Plans

bull Local Income Tax in Indiana and Ohio

bull Local Income Tax in Pennsylvania

rsaquo Nexus How It Impacts Your Payroll

rsaquo Putting Smart Intelligence to Work for You

rsaquo Tax Notice Compliance ndash Taming the Tax Notice Tiger

rsaquo What Does the 2020 Form W-4 Mean to Payroll and Employees

bull When Does a Visa Impact Withholding

US Taxation and Forms

Visit APAcongresscom for complete workshop descriptions and the weeks schedule Over 50 new workshops (indicated by the rsaquo symbol) have been added this year

wwwAPAcongresscom

16

rsaquo Fair Scheduling Laws Ease the Burden on Payroll

bull Nonqualified Deferred Compensation Plans Advanced

bull Nonqualified Deferred Compensation Plans Basic

bull Paid Sick Leave From Perk to Mandate

rsaquo Payroll and 401(k) ndash Outsourcing Simplify and Protect

bull State and Local Taxation of Stock Options and Other Equity-Based Awards

bull Stock Options and Equity Compensation Plans Advanced

bull Taxable and Nontaxable Fringe Benefits Part 1

bull Taxable and Nontaxable Fringe Benefits Part 2

bull Advanced Career-Building Speaking Skills

rsaquo Building a Successful Business Case to Invest in You

bull Business Continuity Planning Itrsquos Not Just Disaster Recovery Anymore

bull Change Management Strategies to Ensure Successful Projects

bull Executive Compensation Audits What Is the IRS Looking At

bull How to Use Lean Tools to Eliminate Waste in Payroll Operations

bull HRPayrollTime Metrics Turning Data Into Meaningful Information

bull Innovative Best Practices of Prism Award Winners

bull Managing Vendor Partnerships Worldwide

bull Payroll Strategies for Success

rsaquo Process Improvement Through Problem Solving An Eight-Step Process

bull Quality Enhancements for Payroll

bull Six Sigma and Lean Practices Promote Success on Your Payroll Journey

rsaquo The Psychology of Change Management More Than Simply Communicating the Change

bull DOL Investigation How Would You Stack Up

bull Forum on Federal Payroll Issues Part 1

bull Forum on Federal Payroll Issues Part 2

bull Legislative Outlook and APA Lobbying 1

bull Legislative Outlook and APA Lobbying 2

bull State and Local Payroll Key Developments and Research Tools

bull Therapy 101 Form I-9 and E-Verify

bull Top 10 Things You Need to Know About Employment Tax

bull Using the Internet for Federal State and Local Payroll Research

bull Whats Old and New at SSA

rsaquo Agricultural Payroll Issues Challenges and Best Practices

bull Challenges of Health Care Industry Payroll

rsaquo Change Management for Shared Service Environments

bull FLSA Issues in the Government Sector

rsaquo Government Sector Best Practices ndash Fringe Benefits Time amp Attendance 457b and 403b Plans

bull How Payroll Service Providers Interact and Partner With the IRS

bull Manufacturing Industry Roundtable

bull Payroll for Higher Education Institutions

bull Payroll in the Hospitality Industry

bull The One-Person Payroll Department

rsaquo Tips and Tricks for Selecting Payroll Service Vendors and Systems

Executive

Benefits and Compensation

Industry Specific Forums

Government Aairs

paycon

17

Global Forumsbull Business Traveler Considerations for Payroll and

Corporate Tax Departments

bull Can You Asup2ord the Global Payroll Compliance Risk

rsaquo Esup2ectively Capturing Reporting and Reconciling Equity Income Globally

rsaquo GDPR ndash Next Steps Audits and Process

rsaquo Global Money Moving Mania

bull Global Strategic Alignment for HR and Payroll Professionals

rsaquo Inclusion and Diversity (IampD) The Natural Synergies Between IampD Initiatives and Global Mobility

bull Insights on Brexit

bull Introduction to US Nonresident Alien Tax Withholding

bull Nonresident Alien Taxation and Withholding for J-1 Exchange Visitors and F-1 Students

bull Payroll Edge Global Payroll Project Management

rsaquo Standardizing Global Payroll Processes

bull The State of Global Payroll Facts Fears and the Future for Your Organization

bull Understanding Tax Treaty Benefits and Limitations

bull Winning Globally Discovery Strategy Governance Part 1

bull Winning Globally Selecting a Payroll Delivery Model for Your Organization Part 2

bull Canadian Payrolls Nontaxation Issues

bull Canadian Payrolls Taxation Issues

bull Paying in the UK

bull Payroll in Australia

rsaquo Payroll in Brazil

rsaquo Payroll in China and Hong Kong

bull Payroll in France

rsaquo Payroll in Malaysia and Singapore

rsaquo Payroll in Mexico

bull Payroll in South Africa

rsaquo Payroll in Sweden and Norway

Expatriate Payrolls

rsaquo Esup2ectively Operating Shadow Payrolls

bull Expatriate Payroll 101 Everything You Need to Know to Get Started

bull Expatriate Payrolls Advanced

bull Understanding the Tax Equalization and Tax Protection Process

bull AP Accounting and Month-End Accruals

bull AP Internal Control and Auditing Techniques

bull Form 1099-MISC Reporting Federal and State Requirements

bull PayrollAP Best Practices What Does This Really Mean

bull Unclaimed Property Reporting What You Need to Know

bull Understanding Payments to Foreign Workers

bull Worker Classification Issues

rsaquo Blockchain Mobile Payments and the Future of Payroll Administration

rsaquo Cybersecurity Into the Breach

rsaquo DigihellipWhat How to Prepare and Implement a Digitalization Strategy

rsaquo Is HCM Integration for You

rsaquo Moving Payroll to the Cloud Whats Next (v 20)

rsaquo New System Implementation Checklist and Best Practices

bull Paperless Pay Compliance in 50 States

bull Payroll Card Program Best Practices

bull Payroll Fraud Detect Deter Defend

bull Preparing and Analyzing Requests for Proposal

bull Future Trends in Time and Attendance

bull Top 10 Cybersecurity Concerns That Businesses Always Ask About

bull What Every Payroll Professional Needs to Know About Emerging Payroll Technologies

Global Payroll Country by Country

wwwAPAcongresscom

Accounts Payable

Technology

Thought Leadership

rsaquo Building Strong Careers Using SMART Goals

bull Canrsquot Get That Project Completed Get an Intern

bull Developing a Cohesive Team

bull Documenting Your Procedures and Processes

bull Emotional Intelligence

rsaquo Ethics in Payroll

bull Exceptional Customer Service for Payroll Professionals

rsaquo How to Gain Power at Work When You Have None

rsaquo How to Successfully Manage a Payroll of Any Size

bull How to Turn a Payroll Disaster Into a Payroll Win

rsaquo Implementing a New Tool Start With Best Practices

rsaquo Leading During Crisis Workplace Violence

bull Letrsquos Talk Giving Feedback

bull Mentoring and Making It Work for Everyone

bull Metrics How to Begin to Tell Your Story

rsaquo Millennial Leadership

bull Myths Misconceptions and Untruths of Payroll

bull Organizational Culture The Make-or-Break Factor in Hiring and Retention

bull Payroll Best Practices Recap

bull Payroll Consulting as a Career Is It Right for Me

bull Process Mapping Driving Process Improvement

bull Selling Yourself and Your Ideas

bull Stand Up Speak Out Career Success

rsaquo Strategies for Getting a Seat at the Table and Making It Count

bull The Edge of Communication

rsaquo The Importance of Esup2ective Listening

bull The Perfect Partnership Payroll and Human Resources

bull Tips for Project Management

rsaquo Who Wants to Be a Millionaire

bull You Have Reached Your Peak Now What

Organization and Personal Management

18 paycon As of press time

bull Hotline Referral Committee Meeting

bull Make a Disup2erence Through Volunteer Committees

bull Payroll Source Plus Demonstration and QampA

bull PayTrainreg Payroll Training at Your Command

rsaquo Power Up Your Chapter to Increase Member Participation

bull Prepare Yourself for the FPC and CPP Exams

bull Social Media Best Practices for Payroll Professionals

bull Talent Management Through Payroll Assessments

rsaquo Writing Questions for the FPC and CPP Exams

bull How the Daily Pay Movement Will Impact Payroll as We Know It

rsaquo How to Break Up With Excel (But Stay Friends)

bull Introducing the 2019 Deloitte Payroll Benchmarking Survey

bull Leveraging Todays Technology for Payroll Operations

rsaquo Payroll at the Heart of Finance and HR

bull Payroll Change Management A Step-by-Step Guide

rsaquo Why Speed Accuracy and Choice Matter in Payroll Payments for the Young Workforce

Double Sessionrsaquo The Power of Your Personal Brand

rsaquo Inclusive Leadership ndash New Mindsets Models and Required Competencies for Workforce 2030

Double Sessionrsaquo Strategies for Leading a Culture Transformation in Your Organization

rsaquo Building Beneficial Business Relationships

Leadership Excellence Series

APA Tools

Sponsored by

THURSDAY MAY 16 | 730 PM ndash 1130 PM

After paying on the edge join us for an evening of playing on the edge

at this yearrsquos after-hours event Get competitive with your colleagues

and prove that you are the Most Valuable Payer Participate in exciting

activities that will test your skills or join DJ Shai on the dance floor

either way there is something for everyone to celebrate their own

unique competitive edge

Check out the costume categories at APACongresscom or on page 12

19wwwAPAcongresscom

Your Congress registration includes a 1-year APA Membership

(for Colleagues and Non-Members)

Additional Item Available for Purchase Expo Cocktail ReceptionDinner and Party Thursday May 16 $100 per guest (Must be 21 or older to attend)

For Registration Questions Call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT or Email APAamericanpayrollorg

Register Online wwwAPAcongresscom

Register today at wwwamericanpayrollorgvirtual-congresshtml

Enjoy your NEW APA Membership with your Congress registration

RESOURCESIndustry publications and breaking payroll news and updates

EDUCATIONMember discounts on all payroll training classes conferences webinars web-based programs online training and all APA publications

SUPPORTNetworking with over 20000 members through local chapters special events and social networking communities

ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS

ALL-ACCESS PASS(5 Days + Virtual Congress)

$530$1060$1590MEMBER $1900

NANANACOLLEAGUE $2050

$675$1350$2025NON-MEMBER $2120

20 paycon

Not attending CongressYou can still register to attend the Virtual Congress amp Expo

Member $225Non-Member $495

Event Code 19CONGRS Fees

All-Access Pass includes Congress registration and Virtual Congress registration Colleagues and Non-Members also receive a 1-year APA Membership

MEMBER $1900COLLEAGUE $2050NON-MEMBER $2120

Three-Day PassMEMBER $1590COLLEAGUE NANON-MEMBER $2025

Two-Day PassMEMBER $1060COLLEAGUE NANON-MEMBER $1350

One-Day PassMEMBER $530COLLEAGUE NANON-MEMBER $675

Guest Registration

Expo Cocktail ReceptionDinner and Party on May 16 $100 per guestGuest Name ____________________________ Guest Name ____________________________ $ _________

Registration Amount All-Access Pass One-Day Pass Two-Day Pass Three-Day Pass Days Attending ___________________

$ _________

Total Payment $ _________

37th Annual Congress ndash Registration Form Register and make housing reservations at wwwAPAcongresscom

Name Ms Mr _________________________________________________

Title _________________________________________________________________

Organization _________________________________________________________

Street Address ________________________________________________________

City __________________ StateProvince ________ Country _____________

Zip + 4-digitPostal Code ______________________________________________

Telephone ____________________________________________________________ (AreaCountry Code)

Fax __________________________________________________________________

(AreaCountry Code)

Email ________________________________________________________________ (For official APA communications registration confirmations Payroll Currently and PAYTECH-Digital)

Please indicate if you are CPA PA (For NASBA reporting purposes)

Global Payroll Management Institute Subscriber Yes No

Needed for New Member Enrollment Birth date ______ ______ ______

I am an APA MEMBER

Memberrsquos ID __________________________________________________ (Update your contact information at wwwAPAcongresscom)

I am a COLLEAGUE of an APA MEMBER (at the same street address)

Colleaguersquos ID ______________________________________________________

Memberrsquos Name ______________________________________________________

Memberrsquos ID _______________________________________________________

I am NOT an APA Member or Colleague

Special Dietary Request Vegetarian Gluten-Free Kosher Peanut Allergy

Dairy Allergy Halal Shellfish Allergy Vegan

I have read the additional info for onsite meal requests found on page 22

All Attendees Please Complete This SectionIn case of emergency contact

Name ________________________________________________________________

Relation to Attendee ___________________________________________________

Daytime Phone _______________________________________________________

Evening Phone________________________________________________________

I will be staying at this hotel ___________________________________________

For Office Use Only Date ________________ Order _________________ Batch _______________ Group ________________ Check _______________ CP _________________ Total $ ________________

Registrant Information

Consent to Use Your Photograph and Contact Info By registering for this program you are granting official conference photographers permission to photograph you and publish photos in APA publications social media and marketing materials In addition by attending or speaking at this conference you are granting APA permission to make your contact information available to our sponsors who may choose to market their products and services to you via email fax telephone mail or other means

Virtual Congress amp Expo Not attending Congress in Long Beach Register for Virtual Congress amp Expo at wwwamericanpayrollorgvirtual-congresshtml

E M T 9 VLast updated 040419

1

I agree to the cancellation policies found at wwwamericanpayrollorg

PURCHASE ORDER ____________________________________________________ (for government agenciesuniversities only)

Make CHECK payable and mail to American Payroll Association

co Customer Service660 North Main Avenue Suite 100

San Antonio TX 78205-1217

If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of the event

Payment Information

Order Form

Payment in US dollars must accompany registration formCurrency Converter wwwxecom

Three Enrollment Options Online Fax MailwwwAPAcongresscom (210) 224-6038 To address below I authorize the American Payroll Association to CHARGE my American Express Discover MasterCard Visa

Card is Corporate Personal

Card ____________________________________________________________

Exp Date ______________________________ CVV Code __________________

Name on credit card ________________________________________________

Signature of cardholder ______________________________________________

3

2

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 14: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

THOUGHT LEADERSHIP Significant return on investment and overcoming industry challenges with specific product solutions is the focus of the Thought Leadership track These educational sessions showcase how organizations implemented specific solutions that positively impacted their bottom line

PAYROLL PROCESSINGThis essential track presents topics critical to the efficient operation of the payroll process Subjects range from internal controls to electronic payment methods and reconciliations

PAYROLL COMPLIANCE TOOLSIs your goal to have a penalty-free payroll In this track you will learn how to identify compliance issues and resolve them before your organization is subject to penalties

WAGE PAYMENTS AND DEDUCTIONSThis track presents topics critical to ensuring that employees are paid accurately Subjects range from regular rate of pay and handling overpayments to child support and other mandatory deductions

US TAXATION AND FORMSThis track presents topics essential to the understanding of US payroll taxation and reporting compliance Subjects range from third-party sick pay to multi-state taxation

GOVERNMENT AFFAIRSThis track is for professionals involved in maintaining compliance These sessions provide a thorough review of legislative and regulatory updates explore the expansion of electronic forms filing and reporting and include the latest from the IRS SSA DOL and other government agencies

INDUSTRY SPECIFIC FORUMSAre you in a special industry or have a special interest These forums discuss the hot topics and the unique issues of special interest to practitioners in a variety of trades and industries

BENEFITS AND COMPENSATIONThis track is for professionals looking for best practices and trends in the field of benefits and compensation including the latest on fringe benefits stock options cafeteria plans and nonqualified deferred compensation plans

14

Education Tracks oer 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

EXECUTIVEThis 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

GLOBAL FORUMS These forums explore a wide spectrum of payroll taxation and related issues from a global perspective Topics include paying nonresident aliens foreign nationals and expatriates international employee data privacy and global risk management

GLOBAL PAYROLL COUNTRY-BY-COUNTRY Is your organization expanding globally In this track you will learn the wage and hour and taxation requirements of selected countries

EXPATRIATE PAYROLLSAre you paying US citizens or resident aliens working outside of the United States This track will provide you the information to ensure you are taxing and reporting wages and fringe benefits correctly You will learn when to withhold and report income social security and Medicare taxes

ACCOUNTS PAYABLEThis is the essential track for accounts payable professionals and anyone who interfaces with AP These sessions cover processes and practices critical to a successful accounts payable operation Topics include Forms 1099-MISC and W-9 as well as internal controls automation and technology

TECHNOLOGYThis track is designed for IT HRIS and payroll professionals and those who interact with them These sessions cover the latest technology such as paycards electronic forms and self-service Internet portals as well as information security and emerging technology trends

ORGANIZATION AND PERSONAL MANAGEMENTFor anyone seeking insights and perspective on a range of timely issues This track offers vast options for enhancing your interpersonal skill set furthering your professional development expanding your leadership potential and advancing your career

LEADERSHIP EXCELLENCE SERIESA premier professional development track for all leaders and those who aspire to become leaders By attending all of the workshops in this track you will earn a Certificate of Completion

APA TOOLSAre you looking to get involved with the APA gain knowledge about our tools and resources or preparing to become certified Workshops in this track will offer a variety of sessions covering volunteering eLearning eBooks and certification

paycon

Have You Heard About The Movement

15

Payroll Processing

rsaquo How to Establish a Shared Services Center

rsaquo How to Reconcile and Reassure Your Executivesrsquo Total Pay

bull IRSSSA Reconciliations What You Donrsquot Know Can Hurt You

bull Mergers and Acquisitions Advanced

bull Payroll Accounting How Important Is It

rsaquo Payroll Processing In-House or Outsourced How to Determine What Model Is Right for Your Organization

bull Perform a Root Cause Payroll Analysis Take Your Payroll Department to the Next Level

bull The Infamous Rules Behind Direct Deposit and Same-Day ACH

bull Compliance Research How to Find Answers and Communicate to Management

bull Keep It All Together Keep It All Straight Payroll Record Keeping Requirements

bull Secrets of a Successful Year-end

bull The 10 Most Common Payroll Pitfalls

bull The Basics of Payroll Reconciliations

bull California Payroll Panel Discussion of CA Experts Addressing Updates Issues and Your Questions

bull e-IWO The Journey to Paperless Child Support Orders and More Begins Here

bull Garnishments Levies Student Loans and More

rsaquo How the Daily Pay Movement Will Impact Payroll As We Know it

bull Managing Termination Pay

bull Overpayments What Can We Do

rsaquo Overtime Under FLSA Regular Pay vs Regular Rate of Pay ndash Are You Calculating Correctly

bull Telecommuting Wage and HourTaxation Issues

Payroll Compliance Tools

Wage Payments and Deductions

bull The Nuts and Bolts of Child Support

bull Understanding Calculations From Basic to Complex

rsaquo Wage and Hour Rules ndash Federal State and Local Requirements

bull Wages Owed to Deceased Employees

bull White Collar Exemptions Under the FLSA

rsaquo A Day in the Life of a Payroll Professional Dealing With Complex Union Payrolls

rsaquo A Post-Tax Reform Overview of State Tax Withholding Changes

bull An Introduction to Multi-State Taxation

rsaquo Avoiding IRS Penalties the Successful Way

rsaquo Combating Fraudulent Authorizations

bull Controlling Employer Factors to Keep SUI Rates Low

bull Correcting the W-2 Form W-2c to 941-X and More

rsaquo How Employer Reporting Requirements are Expanding Current Legislative and Regulatory Trends

bull Introduction to Stock and Stock Option Plans

bull Local Income Tax in Indiana and Ohio

bull Local Income Tax in Pennsylvania

rsaquo Nexus How It Impacts Your Payroll

rsaquo Putting Smart Intelligence to Work for You

rsaquo Tax Notice Compliance ndash Taming the Tax Notice Tiger

rsaquo What Does the 2020 Form W-4 Mean to Payroll and Employees

bull When Does a Visa Impact Withholding

US Taxation and Forms

Visit APAcongresscom for complete workshop descriptions and the weeks schedule Over 50 new workshops (indicated by the rsaquo symbol) have been added this year

wwwAPAcongresscom

16

rsaquo Fair Scheduling Laws Ease the Burden on Payroll

bull Nonqualified Deferred Compensation Plans Advanced

bull Nonqualified Deferred Compensation Plans Basic

bull Paid Sick Leave From Perk to Mandate

rsaquo Payroll and 401(k) ndash Outsourcing Simplify and Protect

bull State and Local Taxation of Stock Options and Other Equity-Based Awards

bull Stock Options and Equity Compensation Plans Advanced

bull Taxable and Nontaxable Fringe Benefits Part 1

bull Taxable and Nontaxable Fringe Benefits Part 2

bull Advanced Career-Building Speaking Skills

rsaquo Building a Successful Business Case to Invest in You

bull Business Continuity Planning Itrsquos Not Just Disaster Recovery Anymore

bull Change Management Strategies to Ensure Successful Projects

bull Executive Compensation Audits What Is the IRS Looking At

bull How to Use Lean Tools to Eliminate Waste in Payroll Operations

bull HRPayrollTime Metrics Turning Data Into Meaningful Information

bull Innovative Best Practices of Prism Award Winners

bull Managing Vendor Partnerships Worldwide

bull Payroll Strategies for Success

rsaquo Process Improvement Through Problem Solving An Eight-Step Process

bull Quality Enhancements for Payroll

bull Six Sigma and Lean Practices Promote Success on Your Payroll Journey

rsaquo The Psychology of Change Management More Than Simply Communicating the Change

bull DOL Investigation How Would You Stack Up

bull Forum on Federal Payroll Issues Part 1

bull Forum on Federal Payroll Issues Part 2

bull Legislative Outlook and APA Lobbying 1

bull Legislative Outlook and APA Lobbying 2

bull State and Local Payroll Key Developments and Research Tools

bull Therapy 101 Form I-9 and E-Verify

bull Top 10 Things You Need to Know About Employment Tax

bull Using the Internet for Federal State and Local Payroll Research

bull Whats Old and New at SSA

rsaquo Agricultural Payroll Issues Challenges and Best Practices

bull Challenges of Health Care Industry Payroll

rsaquo Change Management for Shared Service Environments

bull FLSA Issues in the Government Sector

rsaquo Government Sector Best Practices ndash Fringe Benefits Time amp Attendance 457b and 403b Plans

bull How Payroll Service Providers Interact and Partner With the IRS

bull Manufacturing Industry Roundtable

bull Payroll for Higher Education Institutions

bull Payroll in the Hospitality Industry

bull The One-Person Payroll Department

rsaquo Tips and Tricks for Selecting Payroll Service Vendors and Systems

Executive

Benefits and Compensation

Industry Specific Forums

Government Aairs

paycon

17

Global Forumsbull Business Traveler Considerations for Payroll and

Corporate Tax Departments

bull Can You Asup2ord the Global Payroll Compliance Risk

rsaquo Esup2ectively Capturing Reporting and Reconciling Equity Income Globally

rsaquo GDPR ndash Next Steps Audits and Process

rsaquo Global Money Moving Mania

bull Global Strategic Alignment for HR and Payroll Professionals

rsaquo Inclusion and Diversity (IampD) The Natural Synergies Between IampD Initiatives and Global Mobility

bull Insights on Brexit

bull Introduction to US Nonresident Alien Tax Withholding

bull Nonresident Alien Taxation and Withholding for J-1 Exchange Visitors and F-1 Students

bull Payroll Edge Global Payroll Project Management

rsaquo Standardizing Global Payroll Processes

bull The State of Global Payroll Facts Fears and the Future for Your Organization

bull Understanding Tax Treaty Benefits and Limitations

bull Winning Globally Discovery Strategy Governance Part 1

bull Winning Globally Selecting a Payroll Delivery Model for Your Organization Part 2

bull Canadian Payrolls Nontaxation Issues

bull Canadian Payrolls Taxation Issues

bull Paying in the UK

bull Payroll in Australia

rsaquo Payroll in Brazil

rsaquo Payroll in China and Hong Kong

bull Payroll in France

rsaquo Payroll in Malaysia and Singapore

rsaquo Payroll in Mexico

bull Payroll in South Africa

rsaquo Payroll in Sweden and Norway

Expatriate Payrolls

rsaquo Esup2ectively Operating Shadow Payrolls

bull Expatriate Payroll 101 Everything You Need to Know to Get Started

bull Expatriate Payrolls Advanced

bull Understanding the Tax Equalization and Tax Protection Process

bull AP Accounting and Month-End Accruals

bull AP Internal Control and Auditing Techniques

bull Form 1099-MISC Reporting Federal and State Requirements

bull PayrollAP Best Practices What Does This Really Mean

bull Unclaimed Property Reporting What You Need to Know

bull Understanding Payments to Foreign Workers

bull Worker Classification Issues

rsaquo Blockchain Mobile Payments and the Future of Payroll Administration

rsaquo Cybersecurity Into the Breach

rsaquo DigihellipWhat How to Prepare and Implement a Digitalization Strategy

rsaquo Is HCM Integration for You

rsaquo Moving Payroll to the Cloud Whats Next (v 20)

rsaquo New System Implementation Checklist and Best Practices

bull Paperless Pay Compliance in 50 States

bull Payroll Card Program Best Practices

bull Payroll Fraud Detect Deter Defend

bull Preparing and Analyzing Requests for Proposal

bull Future Trends in Time and Attendance

bull Top 10 Cybersecurity Concerns That Businesses Always Ask About

bull What Every Payroll Professional Needs to Know About Emerging Payroll Technologies

Global Payroll Country by Country

wwwAPAcongresscom

Accounts Payable

Technology

Thought Leadership

rsaquo Building Strong Careers Using SMART Goals

bull Canrsquot Get That Project Completed Get an Intern

bull Developing a Cohesive Team

bull Documenting Your Procedures and Processes

bull Emotional Intelligence

rsaquo Ethics in Payroll

bull Exceptional Customer Service for Payroll Professionals

rsaquo How to Gain Power at Work When You Have None

rsaquo How to Successfully Manage a Payroll of Any Size

bull How to Turn a Payroll Disaster Into a Payroll Win

rsaquo Implementing a New Tool Start With Best Practices

rsaquo Leading During Crisis Workplace Violence

bull Letrsquos Talk Giving Feedback

bull Mentoring and Making It Work for Everyone

bull Metrics How to Begin to Tell Your Story

rsaquo Millennial Leadership

bull Myths Misconceptions and Untruths of Payroll

bull Organizational Culture The Make-or-Break Factor in Hiring and Retention

bull Payroll Best Practices Recap

bull Payroll Consulting as a Career Is It Right for Me

bull Process Mapping Driving Process Improvement

bull Selling Yourself and Your Ideas

bull Stand Up Speak Out Career Success

rsaquo Strategies for Getting a Seat at the Table and Making It Count

bull The Edge of Communication

rsaquo The Importance of Esup2ective Listening

bull The Perfect Partnership Payroll and Human Resources

bull Tips for Project Management

rsaquo Who Wants to Be a Millionaire

bull You Have Reached Your Peak Now What

Organization and Personal Management

18 paycon As of press time

bull Hotline Referral Committee Meeting

bull Make a Disup2erence Through Volunteer Committees

bull Payroll Source Plus Demonstration and QampA

bull PayTrainreg Payroll Training at Your Command

rsaquo Power Up Your Chapter to Increase Member Participation

bull Prepare Yourself for the FPC and CPP Exams

bull Social Media Best Practices for Payroll Professionals

bull Talent Management Through Payroll Assessments

rsaquo Writing Questions for the FPC and CPP Exams

bull How the Daily Pay Movement Will Impact Payroll as We Know It

rsaquo How to Break Up With Excel (But Stay Friends)

bull Introducing the 2019 Deloitte Payroll Benchmarking Survey

bull Leveraging Todays Technology for Payroll Operations

rsaquo Payroll at the Heart of Finance and HR

bull Payroll Change Management A Step-by-Step Guide

rsaquo Why Speed Accuracy and Choice Matter in Payroll Payments for the Young Workforce

Double Sessionrsaquo The Power of Your Personal Brand

rsaquo Inclusive Leadership ndash New Mindsets Models and Required Competencies for Workforce 2030

Double Sessionrsaquo Strategies for Leading a Culture Transformation in Your Organization

rsaquo Building Beneficial Business Relationships

Leadership Excellence Series

APA Tools

Sponsored by

THURSDAY MAY 16 | 730 PM ndash 1130 PM

After paying on the edge join us for an evening of playing on the edge

at this yearrsquos after-hours event Get competitive with your colleagues

and prove that you are the Most Valuable Payer Participate in exciting

activities that will test your skills or join DJ Shai on the dance floor

either way there is something for everyone to celebrate their own

unique competitive edge

Check out the costume categories at APACongresscom or on page 12

19wwwAPAcongresscom

Your Congress registration includes a 1-year APA Membership

(for Colleagues and Non-Members)

Additional Item Available for Purchase Expo Cocktail ReceptionDinner and Party Thursday May 16 $100 per guest (Must be 21 or older to attend)

For Registration Questions Call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT or Email APAamericanpayrollorg

Register Online wwwAPAcongresscom

Register today at wwwamericanpayrollorgvirtual-congresshtml

Enjoy your NEW APA Membership with your Congress registration

RESOURCESIndustry publications and breaking payroll news and updates

EDUCATIONMember discounts on all payroll training classes conferences webinars web-based programs online training and all APA publications

SUPPORTNetworking with over 20000 members through local chapters special events and social networking communities

ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS

ALL-ACCESS PASS(5 Days + Virtual Congress)

$530$1060$1590MEMBER $1900

NANANACOLLEAGUE $2050

$675$1350$2025NON-MEMBER $2120

20 paycon

Not attending CongressYou can still register to attend the Virtual Congress amp Expo

Member $225Non-Member $495

Event Code 19CONGRS Fees

All-Access Pass includes Congress registration and Virtual Congress registration Colleagues and Non-Members also receive a 1-year APA Membership

MEMBER $1900COLLEAGUE $2050NON-MEMBER $2120

Three-Day PassMEMBER $1590COLLEAGUE NANON-MEMBER $2025

Two-Day PassMEMBER $1060COLLEAGUE NANON-MEMBER $1350

One-Day PassMEMBER $530COLLEAGUE NANON-MEMBER $675

Guest Registration

Expo Cocktail ReceptionDinner and Party on May 16 $100 per guestGuest Name ____________________________ Guest Name ____________________________ $ _________

Registration Amount All-Access Pass One-Day Pass Two-Day Pass Three-Day Pass Days Attending ___________________

$ _________

Total Payment $ _________

37th Annual Congress ndash Registration Form Register and make housing reservations at wwwAPAcongresscom

Name Ms Mr _________________________________________________

Title _________________________________________________________________

Organization _________________________________________________________

Street Address ________________________________________________________

City __________________ StateProvince ________ Country _____________

Zip + 4-digitPostal Code ______________________________________________

Telephone ____________________________________________________________ (AreaCountry Code)

Fax __________________________________________________________________

(AreaCountry Code)

Email ________________________________________________________________ (For official APA communications registration confirmations Payroll Currently and PAYTECH-Digital)

Please indicate if you are CPA PA (For NASBA reporting purposes)

Global Payroll Management Institute Subscriber Yes No

Needed for New Member Enrollment Birth date ______ ______ ______

I am an APA MEMBER

Memberrsquos ID __________________________________________________ (Update your contact information at wwwAPAcongresscom)

I am a COLLEAGUE of an APA MEMBER (at the same street address)

Colleaguersquos ID ______________________________________________________

Memberrsquos Name ______________________________________________________

Memberrsquos ID _______________________________________________________

I am NOT an APA Member or Colleague

Special Dietary Request Vegetarian Gluten-Free Kosher Peanut Allergy

Dairy Allergy Halal Shellfish Allergy Vegan

I have read the additional info for onsite meal requests found on page 22

All Attendees Please Complete This SectionIn case of emergency contact

Name ________________________________________________________________

Relation to Attendee ___________________________________________________

Daytime Phone _______________________________________________________

Evening Phone________________________________________________________

I will be staying at this hotel ___________________________________________

For Office Use Only Date ________________ Order _________________ Batch _______________ Group ________________ Check _______________ CP _________________ Total $ ________________

Registrant Information

Consent to Use Your Photograph and Contact Info By registering for this program you are granting official conference photographers permission to photograph you and publish photos in APA publications social media and marketing materials In addition by attending or speaking at this conference you are granting APA permission to make your contact information available to our sponsors who may choose to market their products and services to you via email fax telephone mail or other means

Virtual Congress amp Expo Not attending Congress in Long Beach Register for Virtual Congress amp Expo at wwwamericanpayrollorgvirtual-congresshtml

E M T 9 VLast updated 040419

1

I agree to the cancellation policies found at wwwamericanpayrollorg

PURCHASE ORDER ____________________________________________________ (for government agenciesuniversities only)

Make CHECK payable and mail to American Payroll Association

co Customer Service660 North Main Avenue Suite 100

San Antonio TX 78205-1217

If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of the event

Payment Information

Order Form

Payment in US dollars must accompany registration formCurrency Converter wwwxecom

Three Enrollment Options Online Fax MailwwwAPAcongresscom (210) 224-6038 To address below I authorize the American Payroll Association to CHARGE my American Express Discover MasterCard Visa

Card is Corporate Personal

Card ____________________________________________________________

Exp Date ______________________________ CVV Code __________________

Name on credit card ________________________________________________

Signature of cardholder ______________________________________________

3

2

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 15: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

15

Payroll Processing

rsaquo How to Establish a Shared Services Center

rsaquo How to Reconcile and Reassure Your Executivesrsquo Total Pay

bull IRSSSA Reconciliations What You Donrsquot Know Can Hurt You

bull Mergers and Acquisitions Advanced

bull Payroll Accounting How Important Is It

rsaquo Payroll Processing In-House or Outsourced How to Determine What Model Is Right for Your Organization

bull Perform a Root Cause Payroll Analysis Take Your Payroll Department to the Next Level

bull The Infamous Rules Behind Direct Deposit and Same-Day ACH

bull Compliance Research How to Find Answers and Communicate to Management

bull Keep It All Together Keep It All Straight Payroll Record Keeping Requirements

bull Secrets of a Successful Year-end

bull The 10 Most Common Payroll Pitfalls

bull The Basics of Payroll Reconciliations

bull California Payroll Panel Discussion of CA Experts Addressing Updates Issues and Your Questions

bull e-IWO The Journey to Paperless Child Support Orders and More Begins Here

bull Garnishments Levies Student Loans and More

rsaquo How the Daily Pay Movement Will Impact Payroll As We Know it

bull Managing Termination Pay

bull Overpayments What Can We Do

rsaquo Overtime Under FLSA Regular Pay vs Regular Rate of Pay ndash Are You Calculating Correctly

bull Telecommuting Wage and HourTaxation Issues

Payroll Compliance Tools

Wage Payments and Deductions

bull The Nuts and Bolts of Child Support

bull Understanding Calculations From Basic to Complex

rsaquo Wage and Hour Rules ndash Federal State and Local Requirements

bull Wages Owed to Deceased Employees

bull White Collar Exemptions Under the FLSA

rsaquo A Day in the Life of a Payroll Professional Dealing With Complex Union Payrolls

rsaquo A Post-Tax Reform Overview of State Tax Withholding Changes

bull An Introduction to Multi-State Taxation

rsaquo Avoiding IRS Penalties the Successful Way

rsaquo Combating Fraudulent Authorizations

bull Controlling Employer Factors to Keep SUI Rates Low

bull Correcting the W-2 Form W-2c to 941-X and More

rsaquo How Employer Reporting Requirements are Expanding Current Legislative and Regulatory Trends

bull Introduction to Stock and Stock Option Plans

bull Local Income Tax in Indiana and Ohio

bull Local Income Tax in Pennsylvania

rsaquo Nexus How It Impacts Your Payroll

rsaquo Putting Smart Intelligence to Work for You

rsaquo Tax Notice Compliance ndash Taming the Tax Notice Tiger

rsaquo What Does the 2020 Form W-4 Mean to Payroll and Employees

bull When Does a Visa Impact Withholding

US Taxation and Forms

Visit APAcongresscom for complete workshop descriptions and the weeks schedule Over 50 new workshops (indicated by the rsaquo symbol) have been added this year

wwwAPAcongresscom

16

rsaquo Fair Scheduling Laws Ease the Burden on Payroll

bull Nonqualified Deferred Compensation Plans Advanced

bull Nonqualified Deferred Compensation Plans Basic

bull Paid Sick Leave From Perk to Mandate

rsaquo Payroll and 401(k) ndash Outsourcing Simplify and Protect

bull State and Local Taxation of Stock Options and Other Equity-Based Awards

bull Stock Options and Equity Compensation Plans Advanced

bull Taxable and Nontaxable Fringe Benefits Part 1

bull Taxable and Nontaxable Fringe Benefits Part 2

bull Advanced Career-Building Speaking Skills

rsaquo Building a Successful Business Case to Invest in You

bull Business Continuity Planning Itrsquos Not Just Disaster Recovery Anymore

bull Change Management Strategies to Ensure Successful Projects

bull Executive Compensation Audits What Is the IRS Looking At

bull How to Use Lean Tools to Eliminate Waste in Payroll Operations

bull HRPayrollTime Metrics Turning Data Into Meaningful Information

bull Innovative Best Practices of Prism Award Winners

bull Managing Vendor Partnerships Worldwide

bull Payroll Strategies for Success

rsaquo Process Improvement Through Problem Solving An Eight-Step Process

bull Quality Enhancements for Payroll

bull Six Sigma and Lean Practices Promote Success on Your Payroll Journey

rsaquo The Psychology of Change Management More Than Simply Communicating the Change

bull DOL Investigation How Would You Stack Up

bull Forum on Federal Payroll Issues Part 1

bull Forum on Federal Payroll Issues Part 2

bull Legislative Outlook and APA Lobbying 1

bull Legislative Outlook and APA Lobbying 2

bull State and Local Payroll Key Developments and Research Tools

bull Therapy 101 Form I-9 and E-Verify

bull Top 10 Things You Need to Know About Employment Tax

bull Using the Internet for Federal State and Local Payroll Research

bull Whats Old and New at SSA

rsaquo Agricultural Payroll Issues Challenges and Best Practices

bull Challenges of Health Care Industry Payroll

rsaquo Change Management for Shared Service Environments

bull FLSA Issues in the Government Sector

rsaquo Government Sector Best Practices ndash Fringe Benefits Time amp Attendance 457b and 403b Plans

bull How Payroll Service Providers Interact and Partner With the IRS

bull Manufacturing Industry Roundtable

bull Payroll for Higher Education Institutions

bull Payroll in the Hospitality Industry

bull The One-Person Payroll Department

rsaquo Tips and Tricks for Selecting Payroll Service Vendors and Systems

Executive

Benefits and Compensation

Industry Specific Forums

Government Aairs

paycon

17

Global Forumsbull Business Traveler Considerations for Payroll and

Corporate Tax Departments

bull Can You Asup2ord the Global Payroll Compliance Risk

rsaquo Esup2ectively Capturing Reporting and Reconciling Equity Income Globally

rsaquo GDPR ndash Next Steps Audits and Process

rsaquo Global Money Moving Mania

bull Global Strategic Alignment for HR and Payroll Professionals

rsaquo Inclusion and Diversity (IampD) The Natural Synergies Between IampD Initiatives and Global Mobility

bull Insights on Brexit

bull Introduction to US Nonresident Alien Tax Withholding

bull Nonresident Alien Taxation and Withholding for J-1 Exchange Visitors and F-1 Students

bull Payroll Edge Global Payroll Project Management

rsaquo Standardizing Global Payroll Processes

bull The State of Global Payroll Facts Fears and the Future for Your Organization

bull Understanding Tax Treaty Benefits and Limitations

bull Winning Globally Discovery Strategy Governance Part 1

bull Winning Globally Selecting a Payroll Delivery Model for Your Organization Part 2

bull Canadian Payrolls Nontaxation Issues

bull Canadian Payrolls Taxation Issues

bull Paying in the UK

bull Payroll in Australia

rsaquo Payroll in Brazil

rsaquo Payroll in China and Hong Kong

bull Payroll in France

rsaquo Payroll in Malaysia and Singapore

rsaquo Payroll in Mexico

bull Payroll in South Africa

rsaquo Payroll in Sweden and Norway

Expatriate Payrolls

rsaquo Esup2ectively Operating Shadow Payrolls

bull Expatriate Payroll 101 Everything You Need to Know to Get Started

bull Expatriate Payrolls Advanced

bull Understanding the Tax Equalization and Tax Protection Process

bull AP Accounting and Month-End Accruals

bull AP Internal Control and Auditing Techniques

bull Form 1099-MISC Reporting Federal and State Requirements

bull PayrollAP Best Practices What Does This Really Mean

bull Unclaimed Property Reporting What You Need to Know

bull Understanding Payments to Foreign Workers

bull Worker Classification Issues

rsaquo Blockchain Mobile Payments and the Future of Payroll Administration

rsaquo Cybersecurity Into the Breach

rsaquo DigihellipWhat How to Prepare and Implement a Digitalization Strategy

rsaquo Is HCM Integration for You

rsaquo Moving Payroll to the Cloud Whats Next (v 20)

rsaquo New System Implementation Checklist and Best Practices

bull Paperless Pay Compliance in 50 States

bull Payroll Card Program Best Practices

bull Payroll Fraud Detect Deter Defend

bull Preparing and Analyzing Requests for Proposal

bull Future Trends in Time and Attendance

bull Top 10 Cybersecurity Concerns That Businesses Always Ask About

bull What Every Payroll Professional Needs to Know About Emerging Payroll Technologies

Global Payroll Country by Country

wwwAPAcongresscom

Accounts Payable

Technology

Thought Leadership

rsaquo Building Strong Careers Using SMART Goals

bull Canrsquot Get That Project Completed Get an Intern

bull Developing a Cohesive Team

bull Documenting Your Procedures and Processes

bull Emotional Intelligence

rsaquo Ethics in Payroll

bull Exceptional Customer Service for Payroll Professionals

rsaquo How to Gain Power at Work When You Have None

rsaquo How to Successfully Manage a Payroll of Any Size

bull How to Turn a Payroll Disaster Into a Payroll Win

rsaquo Implementing a New Tool Start With Best Practices

rsaquo Leading During Crisis Workplace Violence

bull Letrsquos Talk Giving Feedback

bull Mentoring and Making It Work for Everyone

bull Metrics How to Begin to Tell Your Story

rsaquo Millennial Leadership

bull Myths Misconceptions and Untruths of Payroll

bull Organizational Culture The Make-or-Break Factor in Hiring and Retention

bull Payroll Best Practices Recap

bull Payroll Consulting as a Career Is It Right for Me

bull Process Mapping Driving Process Improvement

bull Selling Yourself and Your Ideas

bull Stand Up Speak Out Career Success

rsaquo Strategies for Getting a Seat at the Table and Making It Count

bull The Edge of Communication

rsaquo The Importance of Esup2ective Listening

bull The Perfect Partnership Payroll and Human Resources

bull Tips for Project Management

rsaquo Who Wants to Be a Millionaire

bull You Have Reached Your Peak Now What

Organization and Personal Management

18 paycon As of press time

bull Hotline Referral Committee Meeting

bull Make a Disup2erence Through Volunteer Committees

bull Payroll Source Plus Demonstration and QampA

bull PayTrainreg Payroll Training at Your Command

rsaquo Power Up Your Chapter to Increase Member Participation

bull Prepare Yourself for the FPC and CPP Exams

bull Social Media Best Practices for Payroll Professionals

bull Talent Management Through Payroll Assessments

rsaquo Writing Questions for the FPC and CPP Exams

bull How the Daily Pay Movement Will Impact Payroll as We Know It

rsaquo How to Break Up With Excel (But Stay Friends)

bull Introducing the 2019 Deloitte Payroll Benchmarking Survey

bull Leveraging Todays Technology for Payroll Operations

rsaquo Payroll at the Heart of Finance and HR

bull Payroll Change Management A Step-by-Step Guide

rsaquo Why Speed Accuracy and Choice Matter in Payroll Payments for the Young Workforce

Double Sessionrsaquo The Power of Your Personal Brand

rsaquo Inclusive Leadership ndash New Mindsets Models and Required Competencies for Workforce 2030

Double Sessionrsaquo Strategies for Leading a Culture Transformation in Your Organization

rsaquo Building Beneficial Business Relationships

Leadership Excellence Series

APA Tools

Sponsored by

THURSDAY MAY 16 | 730 PM ndash 1130 PM

After paying on the edge join us for an evening of playing on the edge

at this yearrsquos after-hours event Get competitive with your colleagues

and prove that you are the Most Valuable Payer Participate in exciting

activities that will test your skills or join DJ Shai on the dance floor

either way there is something for everyone to celebrate their own

unique competitive edge

Check out the costume categories at APACongresscom or on page 12

19wwwAPAcongresscom

Your Congress registration includes a 1-year APA Membership

(for Colleagues and Non-Members)

Additional Item Available for Purchase Expo Cocktail ReceptionDinner and Party Thursday May 16 $100 per guest (Must be 21 or older to attend)

For Registration Questions Call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT or Email APAamericanpayrollorg

Register Online wwwAPAcongresscom

Register today at wwwamericanpayrollorgvirtual-congresshtml

Enjoy your NEW APA Membership with your Congress registration

RESOURCESIndustry publications and breaking payroll news and updates

EDUCATIONMember discounts on all payroll training classes conferences webinars web-based programs online training and all APA publications

SUPPORTNetworking with over 20000 members through local chapters special events and social networking communities

ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS

ALL-ACCESS PASS(5 Days + Virtual Congress)

$530$1060$1590MEMBER $1900

NANANACOLLEAGUE $2050

$675$1350$2025NON-MEMBER $2120

20 paycon

Not attending CongressYou can still register to attend the Virtual Congress amp Expo

Member $225Non-Member $495

Event Code 19CONGRS Fees

All-Access Pass includes Congress registration and Virtual Congress registration Colleagues and Non-Members also receive a 1-year APA Membership

MEMBER $1900COLLEAGUE $2050NON-MEMBER $2120

Three-Day PassMEMBER $1590COLLEAGUE NANON-MEMBER $2025

Two-Day PassMEMBER $1060COLLEAGUE NANON-MEMBER $1350

One-Day PassMEMBER $530COLLEAGUE NANON-MEMBER $675

Guest Registration

Expo Cocktail ReceptionDinner and Party on May 16 $100 per guestGuest Name ____________________________ Guest Name ____________________________ $ _________

Registration Amount All-Access Pass One-Day Pass Two-Day Pass Three-Day Pass Days Attending ___________________

$ _________

Total Payment $ _________

37th Annual Congress ndash Registration Form Register and make housing reservations at wwwAPAcongresscom

Name Ms Mr _________________________________________________

Title _________________________________________________________________

Organization _________________________________________________________

Street Address ________________________________________________________

City __________________ StateProvince ________ Country _____________

Zip + 4-digitPostal Code ______________________________________________

Telephone ____________________________________________________________ (AreaCountry Code)

Fax __________________________________________________________________

(AreaCountry Code)

Email ________________________________________________________________ (For official APA communications registration confirmations Payroll Currently and PAYTECH-Digital)

Please indicate if you are CPA PA (For NASBA reporting purposes)

Global Payroll Management Institute Subscriber Yes No

Needed for New Member Enrollment Birth date ______ ______ ______

I am an APA MEMBER

Memberrsquos ID __________________________________________________ (Update your contact information at wwwAPAcongresscom)

I am a COLLEAGUE of an APA MEMBER (at the same street address)

Colleaguersquos ID ______________________________________________________

Memberrsquos Name ______________________________________________________

Memberrsquos ID _______________________________________________________

I am NOT an APA Member or Colleague

Special Dietary Request Vegetarian Gluten-Free Kosher Peanut Allergy

Dairy Allergy Halal Shellfish Allergy Vegan

I have read the additional info for onsite meal requests found on page 22

All Attendees Please Complete This SectionIn case of emergency contact

Name ________________________________________________________________

Relation to Attendee ___________________________________________________

Daytime Phone _______________________________________________________

Evening Phone________________________________________________________

I will be staying at this hotel ___________________________________________

For Office Use Only Date ________________ Order _________________ Batch _______________ Group ________________ Check _______________ CP _________________ Total $ ________________

Registrant Information

Consent to Use Your Photograph and Contact Info By registering for this program you are granting official conference photographers permission to photograph you and publish photos in APA publications social media and marketing materials In addition by attending or speaking at this conference you are granting APA permission to make your contact information available to our sponsors who may choose to market their products and services to you via email fax telephone mail or other means

Virtual Congress amp Expo Not attending Congress in Long Beach Register for Virtual Congress amp Expo at wwwamericanpayrollorgvirtual-congresshtml

E M T 9 VLast updated 040419

1

I agree to the cancellation policies found at wwwamericanpayrollorg

PURCHASE ORDER ____________________________________________________ (for government agenciesuniversities only)

Make CHECK payable and mail to American Payroll Association

co Customer Service660 North Main Avenue Suite 100

San Antonio TX 78205-1217

If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of the event

Payment Information

Order Form

Payment in US dollars must accompany registration formCurrency Converter wwwxecom

Three Enrollment Options Online Fax MailwwwAPAcongresscom (210) 224-6038 To address below I authorize the American Payroll Association to CHARGE my American Express Discover MasterCard Visa

Card is Corporate Personal

Card ____________________________________________________________

Exp Date ______________________________ CVV Code __________________

Name on credit card ________________________________________________

Signature of cardholder ______________________________________________

3

2

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 16: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

16

rsaquo Fair Scheduling Laws Ease the Burden on Payroll

bull Nonqualified Deferred Compensation Plans Advanced

bull Nonqualified Deferred Compensation Plans Basic

bull Paid Sick Leave From Perk to Mandate

rsaquo Payroll and 401(k) ndash Outsourcing Simplify and Protect

bull State and Local Taxation of Stock Options and Other Equity-Based Awards

bull Stock Options and Equity Compensation Plans Advanced

bull Taxable and Nontaxable Fringe Benefits Part 1

bull Taxable and Nontaxable Fringe Benefits Part 2

bull Advanced Career-Building Speaking Skills

rsaquo Building a Successful Business Case to Invest in You

bull Business Continuity Planning Itrsquos Not Just Disaster Recovery Anymore

bull Change Management Strategies to Ensure Successful Projects

bull Executive Compensation Audits What Is the IRS Looking At

bull How to Use Lean Tools to Eliminate Waste in Payroll Operations

bull HRPayrollTime Metrics Turning Data Into Meaningful Information

bull Innovative Best Practices of Prism Award Winners

bull Managing Vendor Partnerships Worldwide

bull Payroll Strategies for Success

rsaquo Process Improvement Through Problem Solving An Eight-Step Process

bull Quality Enhancements for Payroll

bull Six Sigma and Lean Practices Promote Success on Your Payroll Journey

rsaquo The Psychology of Change Management More Than Simply Communicating the Change

bull DOL Investigation How Would You Stack Up

bull Forum on Federal Payroll Issues Part 1

bull Forum on Federal Payroll Issues Part 2

bull Legislative Outlook and APA Lobbying 1

bull Legislative Outlook and APA Lobbying 2

bull State and Local Payroll Key Developments and Research Tools

bull Therapy 101 Form I-9 and E-Verify

bull Top 10 Things You Need to Know About Employment Tax

bull Using the Internet for Federal State and Local Payroll Research

bull Whats Old and New at SSA

rsaquo Agricultural Payroll Issues Challenges and Best Practices

bull Challenges of Health Care Industry Payroll

rsaquo Change Management for Shared Service Environments

bull FLSA Issues in the Government Sector

rsaquo Government Sector Best Practices ndash Fringe Benefits Time amp Attendance 457b and 403b Plans

bull How Payroll Service Providers Interact and Partner With the IRS

bull Manufacturing Industry Roundtable

bull Payroll for Higher Education Institutions

bull Payroll in the Hospitality Industry

bull The One-Person Payroll Department

rsaquo Tips and Tricks for Selecting Payroll Service Vendors and Systems

Executive

Benefits and Compensation

Industry Specific Forums

Government Aairs

paycon

17

Global Forumsbull Business Traveler Considerations for Payroll and

Corporate Tax Departments

bull Can You Asup2ord the Global Payroll Compliance Risk

rsaquo Esup2ectively Capturing Reporting and Reconciling Equity Income Globally

rsaquo GDPR ndash Next Steps Audits and Process

rsaquo Global Money Moving Mania

bull Global Strategic Alignment for HR and Payroll Professionals

rsaquo Inclusion and Diversity (IampD) The Natural Synergies Between IampD Initiatives and Global Mobility

bull Insights on Brexit

bull Introduction to US Nonresident Alien Tax Withholding

bull Nonresident Alien Taxation and Withholding for J-1 Exchange Visitors and F-1 Students

bull Payroll Edge Global Payroll Project Management

rsaquo Standardizing Global Payroll Processes

bull The State of Global Payroll Facts Fears and the Future for Your Organization

bull Understanding Tax Treaty Benefits and Limitations

bull Winning Globally Discovery Strategy Governance Part 1

bull Winning Globally Selecting a Payroll Delivery Model for Your Organization Part 2

bull Canadian Payrolls Nontaxation Issues

bull Canadian Payrolls Taxation Issues

bull Paying in the UK

bull Payroll in Australia

rsaquo Payroll in Brazil

rsaquo Payroll in China and Hong Kong

bull Payroll in France

rsaquo Payroll in Malaysia and Singapore

rsaquo Payroll in Mexico

bull Payroll in South Africa

rsaquo Payroll in Sweden and Norway

Expatriate Payrolls

rsaquo Esup2ectively Operating Shadow Payrolls

bull Expatriate Payroll 101 Everything You Need to Know to Get Started

bull Expatriate Payrolls Advanced

bull Understanding the Tax Equalization and Tax Protection Process

bull AP Accounting and Month-End Accruals

bull AP Internal Control and Auditing Techniques

bull Form 1099-MISC Reporting Federal and State Requirements

bull PayrollAP Best Practices What Does This Really Mean

bull Unclaimed Property Reporting What You Need to Know

bull Understanding Payments to Foreign Workers

bull Worker Classification Issues

rsaquo Blockchain Mobile Payments and the Future of Payroll Administration

rsaquo Cybersecurity Into the Breach

rsaquo DigihellipWhat How to Prepare and Implement a Digitalization Strategy

rsaquo Is HCM Integration for You

rsaquo Moving Payroll to the Cloud Whats Next (v 20)

rsaquo New System Implementation Checklist and Best Practices

bull Paperless Pay Compliance in 50 States

bull Payroll Card Program Best Practices

bull Payroll Fraud Detect Deter Defend

bull Preparing and Analyzing Requests for Proposal

bull Future Trends in Time and Attendance

bull Top 10 Cybersecurity Concerns That Businesses Always Ask About

bull What Every Payroll Professional Needs to Know About Emerging Payroll Technologies

Global Payroll Country by Country

wwwAPAcongresscom

Accounts Payable

Technology

Thought Leadership

rsaquo Building Strong Careers Using SMART Goals

bull Canrsquot Get That Project Completed Get an Intern

bull Developing a Cohesive Team

bull Documenting Your Procedures and Processes

bull Emotional Intelligence

rsaquo Ethics in Payroll

bull Exceptional Customer Service for Payroll Professionals

rsaquo How to Gain Power at Work When You Have None

rsaquo How to Successfully Manage a Payroll of Any Size

bull How to Turn a Payroll Disaster Into a Payroll Win

rsaquo Implementing a New Tool Start With Best Practices

rsaquo Leading During Crisis Workplace Violence

bull Letrsquos Talk Giving Feedback

bull Mentoring and Making It Work for Everyone

bull Metrics How to Begin to Tell Your Story

rsaquo Millennial Leadership

bull Myths Misconceptions and Untruths of Payroll

bull Organizational Culture The Make-or-Break Factor in Hiring and Retention

bull Payroll Best Practices Recap

bull Payroll Consulting as a Career Is It Right for Me

bull Process Mapping Driving Process Improvement

bull Selling Yourself and Your Ideas

bull Stand Up Speak Out Career Success

rsaquo Strategies for Getting a Seat at the Table and Making It Count

bull The Edge of Communication

rsaquo The Importance of Esup2ective Listening

bull The Perfect Partnership Payroll and Human Resources

bull Tips for Project Management

rsaquo Who Wants to Be a Millionaire

bull You Have Reached Your Peak Now What

Organization and Personal Management

18 paycon As of press time

bull Hotline Referral Committee Meeting

bull Make a Disup2erence Through Volunteer Committees

bull Payroll Source Plus Demonstration and QampA

bull PayTrainreg Payroll Training at Your Command

rsaquo Power Up Your Chapter to Increase Member Participation

bull Prepare Yourself for the FPC and CPP Exams

bull Social Media Best Practices for Payroll Professionals

bull Talent Management Through Payroll Assessments

rsaquo Writing Questions for the FPC and CPP Exams

bull How the Daily Pay Movement Will Impact Payroll as We Know It

rsaquo How to Break Up With Excel (But Stay Friends)

bull Introducing the 2019 Deloitte Payroll Benchmarking Survey

bull Leveraging Todays Technology for Payroll Operations

rsaquo Payroll at the Heart of Finance and HR

bull Payroll Change Management A Step-by-Step Guide

rsaquo Why Speed Accuracy and Choice Matter in Payroll Payments for the Young Workforce

Double Sessionrsaquo The Power of Your Personal Brand

rsaquo Inclusive Leadership ndash New Mindsets Models and Required Competencies for Workforce 2030

Double Sessionrsaquo Strategies for Leading a Culture Transformation in Your Organization

rsaquo Building Beneficial Business Relationships

Leadership Excellence Series

APA Tools

Sponsored by

THURSDAY MAY 16 | 730 PM ndash 1130 PM

After paying on the edge join us for an evening of playing on the edge

at this yearrsquos after-hours event Get competitive with your colleagues

and prove that you are the Most Valuable Payer Participate in exciting

activities that will test your skills or join DJ Shai on the dance floor

either way there is something for everyone to celebrate their own

unique competitive edge

Check out the costume categories at APACongresscom or on page 12

19wwwAPAcongresscom

Your Congress registration includes a 1-year APA Membership

(for Colleagues and Non-Members)

Additional Item Available for Purchase Expo Cocktail ReceptionDinner and Party Thursday May 16 $100 per guest (Must be 21 or older to attend)

For Registration Questions Call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT or Email APAamericanpayrollorg

Register Online wwwAPAcongresscom

Register today at wwwamericanpayrollorgvirtual-congresshtml

Enjoy your NEW APA Membership with your Congress registration

RESOURCESIndustry publications and breaking payroll news and updates

EDUCATIONMember discounts on all payroll training classes conferences webinars web-based programs online training and all APA publications

SUPPORTNetworking with over 20000 members through local chapters special events and social networking communities

ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS

ALL-ACCESS PASS(5 Days + Virtual Congress)

$530$1060$1590MEMBER $1900

NANANACOLLEAGUE $2050

$675$1350$2025NON-MEMBER $2120

20 paycon

Not attending CongressYou can still register to attend the Virtual Congress amp Expo

Member $225Non-Member $495

Event Code 19CONGRS Fees

All-Access Pass includes Congress registration and Virtual Congress registration Colleagues and Non-Members also receive a 1-year APA Membership

MEMBER $1900COLLEAGUE $2050NON-MEMBER $2120

Three-Day PassMEMBER $1590COLLEAGUE NANON-MEMBER $2025

Two-Day PassMEMBER $1060COLLEAGUE NANON-MEMBER $1350

One-Day PassMEMBER $530COLLEAGUE NANON-MEMBER $675

Guest Registration

Expo Cocktail ReceptionDinner and Party on May 16 $100 per guestGuest Name ____________________________ Guest Name ____________________________ $ _________

Registration Amount All-Access Pass One-Day Pass Two-Day Pass Three-Day Pass Days Attending ___________________

$ _________

Total Payment $ _________

37th Annual Congress ndash Registration Form Register and make housing reservations at wwwAPAcongresscom

Name Ms Mr _________________________________________________

Title _________________________________________________________________

Organization _________________________________________________________

Street Address ________________________________________________________

City __________________ StateProvince ________ Country _____________

Zip + 4-digitPostal Code ______________________________________________

Telephone ____________________________________________________________ (AreaCountry Code)

Fax __________________________________________________________________

(AreaCountry Code)

Email ________________________________________________________________ (For official APA communications registration confirmations Payroll Currently and PAYTECH-Digital)

Please indicate if you are CPA PA (For NASBA reporting purposes)

Global Payroll Management Institute Subscriber Yes No

Needed for New Member Enrollment Birth date ______ ______ ______

I am an APA MEMBER

Memberrsquos ID __________________________________________________ (Update your contact information at wwwAPAcongresscom)

I am a COLLEAGUE of an APA MEMBER (at the same street address)

Colleaguersquos ID ______________________________________________________

Memberrsquos Name ______________________________________________________

Memberrsquos ID _______________________________________________________

I am NOT an APA Member or Colleague

Special Dietary Request Vegetarian Gluten-Free Kosher Peanut Allergy

Dairy Allergy Halal Shellfish Allergy Vegan

I have read the additional info for onsite meal requests found on page 22

All Attendees Please Complete This SectionIn case of emergency contact

Name ________________________________________________________________

Relation to Attendee ___________________________________________________

Daytime Phone _______________________________________________________

Evening Phone________________________________________________________

I will be staying at this hotel ___________________________________________

For Office Use Only Date ________________ Order _________________ Batch _______________ Group ________________ Check _______________ CP _________________ Total $ ________________

Registrant Information

Consent to Use Your Photograph and Contact Info By registering for this program you are granting official conference photographers permission to photograph you and publish photos in APA publications social media and marketing materials In addition by attending or speaking at this conference you are granting APA permission to make your contact information available to our sponsors who may choose to market their products and services to you via email fax telephone mail or other means

Virtual Congress amp Expo Not attending Congress in Long Beach Register for Virtual Congress amp Expo at wwwamericanpayrollorgvirtual-congresshtml

E M T 9 VLast updated 040419

1

I agree to the cancellation policies found at wwwamericanpayrollorg

PURCHASE ORDER ____________________________________________________ (for government agenciesuniversities only)

Make CHECK payable and mail to American Payroll Association

co Customer Service660 North Main Avenue Suite 100

San Antonio TX 78205-1217

If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of the event

Payment Information

Order Form

Payment in US dollars must accompany registration formCurrency Converter wwwxecom

Three Enrollment Options Online Fax MailwwwAPAcongresscom (210) 224-6038 To address below I authorize the American Payroll Association to CHARGE my American Express Discover MasterCard Visa

Card is Corporate Personal

Card ____________________________________________________________

Exp Date ______________________________ CVV Code __________________

Name on credit card ________________________________________________

Signature of cardholder ______________________________________________

3

2

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 17: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

17

Global Forumsbull Business Traveler Considerations for Payroll and

Corporate Tax Departments

bull Can You Asup2ord the Global Payroll Compliance Risk

rsaquo Esup2ectively Capturing Reporting and Reconciling Equity Income Globally

rsaquo GDPR ndash Next Steps Audits and Process

rsaquo Global Money Moving Mania

bull Global Strategic Alignment for HR and Payroll Professionals

rsaquo Inclusion and Diversity (IampD) The Natural Synergies Between IampD Initiatives and Global Mobility

bull Insights on Brexit

bull Introduction to US Nonresident Alien Tax Withholding

bull Nonresident Alien Taxation and Withholding for J-1 Exchange Visitors and F-1 Students

bull Payroll Edge Global Payroll Project Management

rsaquo Standardizing Global Payroll Processes

bull The State of Global Payroll Facts Fears and the Future for Your Organization

bull Understanding Tax Treaty Benefits and Limitations

bull Winning Globally Discovery Strategy Governance Part 1

bull Winning Globally Selecting a Payroll Delivery Model for Your Organization Part 2

bull Canadian Payrolls Nontaxation Issues

bull Canadian Payrolls Taxation Issues

bull Paying in the UK

bull Payroll in Australia

rsaquo Payroll in Brazil

rsaquo Payroll in China and Hong Kong

bull Payroll in France

rsaquo Payroll in Malaysia and Singapore

rsaquo Payroll in Mexico

bull Payroll in South Africa

rsaquo Payroll in Sweden and Norway

Expatriate Payrolls

rsaquo Esup2ectively Operating Shadow Payrolls

bull Expatriate Payroll 101 Everything You Need to Know to Get Started

bull Expatriate Payrolls Advanced

bull Understanding the Tax Equalization and Tax Protection Process

bull AP Accounting and Month-End Accruals

bull AP Internal Control and Auditing Techniques

bull Form 1099-MISC Reporting Federal and State Requirements

bull PayrollAP Best Practices What Does This Really Mean

bull Unclaimed Property Reporting What You Need to Know

bull Understanding Payments to Foreign Workers

bull Worker Classification Issues

rsaquo Blockchain Mobile Payments and the Future of Payroll Administration

rsaquo Cybersecurity Into the Breach

rsaquo DigihellipWhat How to Prepare and Implement a Digitalization Strategy

rsaquo Is HCM Integration for You

rsaquo Moving Payroll to the Cloud Whats Next (v 20)

rsaquo New System Implementation Checklist and Best Practices

bull Paperless Pay Compliance in 50 States

bull Payroll Card Program Best Practices

bull Payroll Fraud Detect Deter Defend

bull Preparing and Analyzing Requests for Proposal

bull Future Trends in Time and Attendance

bull Top 10 Cybersecurity Concerns That Businesses Always Ask About

bull What Every Payroll Professional Needs to Know About Emerging Payroll Technologies

Global Payroll Country by Country

wwwAPAcongresscom

Accounts Payable

Technology

Thought Leadership

rsaquo Building Strong Careers Using SMART Goals

bull Canrsquot Get That Project Completed Get an Intern

bull Developing a Cohesive Team

bull Documenting Your Procedures and Processes

bull Emotional Intelligence

rsaquo Ethics in Payroll

bull Exceptional Customer Service for Payroll Professionals

rsaquo How to Gain Power at Work When You Have None

rsaquo How to Successfully Manage a Payroll of Any Size

bull How to Turn a Payroll Disaster Into a Payroll Win

rsaquo Implementing a New Tool Start With Best Practices

rsaquo Leading During Crisis Workplace Violence

bull Letrsquos Talk Giving Feedback

bull Mentoring and Making It Work for Everyone

bull Metrics How to Begin to Tell Your Story

rsaquo Millennial Leadership

bull Myths Misconceptions and Untruths of Payroll

bull Organizational Culture The Make-or-Break Factor in Hiring and Retention

bull Payroll Best Practices Recap

bull Payroll Consulting as a Career Is It Right for Me

bull Process Mapping Driving Process Improvement

bull Selling Yourself and Your Ideas

bull Stand Up Speak Out Career Success

rsaquo Strategies for Getting a Seat at the Table and Making It Count

bull The Edge of Communication

rsaquo The Importance of Esup2ective Listening

bull The Perfect Partnership Payroll and Human Resources

bull Tips for Project Management

rsaquo Who Wants to Be a Millionaire

bull You Have Reached Your Peak Now What

Organization and Personal Management

18 paycon As of press time

bull Hotline Referral Committee Meeting

bull Make a Disup2erence Through Volunteer Committees

bull Payroll Source Plus Demonstration and QampA

bull PayTrainreg Payroll Training at Your Command

rsaquo Power Up Your Chapter to Increase Member Participation

bull Prepare Yourself for the FPC and CPP Exams

bull Social Media Best Practices for Payroll Professionals

bull Talent Management Through Payroll Assessments

rsaquo Writing Questions for the FPC and CPP Exams

bull How the Daily Pay Movement Will Impact Payroll as We Know It

rsaquo How to Break Up With Excel (But Stay Friends)

bull Introducing the 2019 Deloitte Payroll Benchmarking Survey

bull Leveraging Todays Technology for Payroll Operations

rsaquo Payroll at the Heart of Finance and HR

bull Payroll Change Management A Step-by-Step Guide

rsaquo Why Speed Accuracy and Choice Matter in Payroll Payments for the Young Workforce

Double Sessionrsaquo The Power of Your Personal Brand

rsaquo Inclusive Leadership ndash New Mindsets Models and Required Competencies for Workforce 2030

Double Sessionrsaquo Strategies for Leading a Culture Transformation in Your Organization

rsaquo Building Beneficial Business Relationships

Leadership Excellence Series

APA Tools

Sponsored by

THURSDAY MAY 16 | 730 PM ndash 1130 PM

After paying on the edge join us for an evening of playing on the edge

at this yearrsquos after-hours event Get competitive with your colleagues

and prove that you are the Most Valuable Payer Participate in exciting

activities that will test your skills or join DJ Shai on the dance floor

either way there is something for everyone to celebrate their own

unique competitive edge

Check out the costume categories at APACongresscom or on page 12

19wwwAPAcongresscom

Your Congress registration includes a 1-year APA Membership

(for Colleagues and Non-Members)

Additional Item Available for Purchase Expo Cocktail ReceptionDinner and Party Thursday May 16 $100 per guest (Must be 21 or older to attend)

For Registration Questions Call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT or Email APAamericanpayrollorg

Register Online wwwAPAcongresscom

Register today at wwwamericanpayrollorgvirtual-congresshtml

Enjoy your NEW APA Membership with your Congress registration

RESOURCESIndustry publications and breaking payroll news and updates

EDUCATIONMember discounts on all payroll training classes conferences webinars web-based programs online training and all APA publications

SUPPORTNetworking with over 20000 members through local chapters special events and social networking communities

ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS

ALL-ACCESS PASS(5 Days + Virtual Congress)

$530$1060$1590MEMBER $1900

NANANACOLLEAGUE $2050

$675$1350$2025NON-MEMBER $2120

20 paycon

Not attending CongressYou can still register to attend the Virtual Congress amp Expo

Member $225Non-Member $495

Event Code 19CONGRS Fees

All-Access Pass includes Congress registration and Virtual Congress registration Colleagues and Non-Members also receive a 1-year APA Membership

MEMBER $1900COLLEAGUE $2050NON-MEMBER $2120

Three-Day PassMEMBER $1590COLLEAGUE NANON-MEMBER $2025

Two-Day PassMEMBER $1060COLLEAGUE NANON-MEMBER $1350

One-Day PassMEMBER $530COLLEAGUE NANON-MEMBER $675

Guest Registration

Expo Cocktail ReceptionDinner and Party on May 16 $100 per guestGuest Name ____________________________ Guest Name ____________________________ $ _________

Registration Amount All-Access Pass One-Day Pass Two-Day Pass Three-Day Pass Days Attending ___________________

$ _________

Total Payment $ _________

37th Annual Congress ndash Registration Form Register and make housing reservations at wwwAPAcongresscom

Name Ms Mr _________________________________________________

Title _________________________________________________________________

Organization _________________________________________________________

Street Address ________________________________________________________

City __________________ StateProvince ________ Country _____________

Zip + 4-digitPostal Code ______________________________________________

Telephone ____________________________________________________________ (AreaCountry Code)

Fax __________________________________________________________________

(AreaCountry Code)

Email ________________________________________________________________ (For official APA communications registration confirmations Payroll Currently and PAYTECH-Digital)

Please indicate if you are CPA PA (For NASBA reporting purposes)

Global Payroll Management Institute Subscriber Yes No

Needed for New Member Enrollment Birth date ______ ______ ______

I am an APA MEMBER

Memberrsquos ID __________________________________________________ (Update your contact information at wwwAPAcongresscom)

I am a COLLEAGUE of an APA MEMBER (at the same street address)

Colleaguersquos ID ______________________________________________________

Memberrsquos Name ______________________________________________________

Memberrsquos ID _______________________________________________________

I am NOT an APA Member or Colleague

Special Dietary Request Vegetarian Gluten-Free Kosher Peanut Allergy

Dairy Allergy Halal Shellfish Allergy Vegan

I have read the additional info for onsite meal requests found on page 22

All Attendees Please Complete This SectionIn case of emergency contact

Name ________________________________________________________________

Relation to Attendee ___________________________________________________

Daytime Phone _______________________________________________________

Evening Phone________________________________________________________

I will be staying at this hotel ___________________________________________

For Office Use Only Date ________________ Order _________________ Batch _______________ Group ________________ Check _______________ CP _________________ Total $ ________________

Registrant Information

Consent to Use Your Photograph and Contact Info By registering for this program you are granting official conference photographers permission to photograph you and publish photos in APA publications social media and marketing materials In addition by attending or speaking at this conference you are granting APA permission to make your contact information available to our sponsors who may choose to market their products and services to you via email fax telephone mail or other means

Virtual Congress amp Expo Not attending Congress in Long Beach Register for Virtual Congress amp Expo at wwwamericanpayrollorgvirtual-congresshtml

E M T 9 VLast updated 040419

1

I agree to the cancellation policies found at wwwamericanpayrollorg

PURCHASE ORDER ____________________________________________________ (for government agenciesuniversities only)

Make CHECK payable and mail to American Payroll Association

co Customer Service660 North Main Avenue Suite 100

San Antonio TX 78205-1217

If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of the event

Payment Information

Order Form

Payment in US dollars must accompany registration formCurrency Converter wwwxecom

Three Enrollment Options Online Fax MailwwwAPAcongresscom (210) 224-6038 To address below I authorize the American Payroll Association to CHARGE my American Express Discover MasterCard Visa

Card is Corporate Personal

Card ____________________________________________________________

Exp Date ______________________________ CVV Code __________________

Name on credit card ________________________________________________

Signature of cardholder ______________________________________________

3

2

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 18: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

Thought Leadership

rsaquo Building Strong Careers Using SMART Goals

bull Canrsquot Get That Project Completed Get an Intern

bull Developing a Cohesive Team

bull Documenting Your Procedures and Processes

bull Emotional Intelligence

rsaquo Ethics in Payroll

bull Exceptional Customer Service for Payroll Professionals

rsaquo How to Gain Power at Work When You Have None

rsaquo How to Successfully Manage a Payroll of Any Size

bull How to Turn a Payroll Disaster Into a Payroll Win

rsaquo Implementing a New Tool Start With Best Practices

rsaquo Leading During Crisis Workplace Violence

bull Letrsquos Talk Giving Feedback

bull Mentoring and Making It Work for Everyone

bull Metrics How to Begin to Tell Your Story

rsaquo Millennial Leadership

bull Myths Misconceptions and Untruths of Payroll

bull Organizational Culture The Make-or-Break Factor in Hiring and Retention

bull Payroll Best Practices Recap

bull Payroll Consulting as a Career Is It Right for Me

bull Process Mapping Driving Process Improvement

bull Selling Yourself and Your Ideas

bull Stand Up Speak Out Career Success

rsaquo Strategies for Getting a Seat at the Table and Making It Count

bull The Edge of Communication

rsaquo The Importance of Esup2ective Listening

bull The Perfect Partnership Payroll and Human Resources

bull Tips for Project Management

rsaquo Who Wants to Be a Millionaire

bull You Have Reached Your Peak Now What

Organization and Personal Management

18 paycon As of press time

bull Hotline Referral Committee Meeting

bull Make a Disup2erence Through Volunteer Committees

bull Payroll Source Plus Demonstration and QampA

bull PayTrainreg Payroll Training at Your Command

rsaquo Power Up Your Chapter to Increase Member Participation

bull Prepare Yourself for the FPC and CPP Exams

bull Social Media Best Practices for Payroll Professionals

bull Talent Management Through Payroll Assessments

rsaquo Writing Questions for the FPC and CPP Exams

bull How the Daily Pay Movement Will Impact Payroll as We Know It

rsaquo How to Break Up With Excel (But Stay Friends)

bull Introducing the 2019 Deloitte Payroll Benchmarking Survey

bull Leveraging Todays Technology for Payroll Operations

rsaquo Payroll at the Heart of Finance and HR

bull Payroll Change Management A Step-by-Step Guide

rsaquo Why Speed Accuracy and Choice Matter in Payroll Payments for the Young Workforce

Double Sessionrsaquo The Power of Your Personal Brand

rsaquo Inclusive Leadership ndash New Mindsets Models and Required Competencies for Workforce 2030

Double Sessionrsaquo Strategies for Leading a Culture Transformation in Your Organization

rsaquo Building Beneficial Business Relationships

Leadership Excellence Series

APA Tools

Sponsored by

THURSDAY MAY 16 | 730 PM ndash 1130 PM

After paying on the edge join us for an evening of playing on the edge

at this yearrsquos after-hours event Get competitive with your colleagues

and prove that you are the Most Valuable Payer Participate in exciting

activities that will test your skills or join DJ Shai on the dance floor

either way there is something for everyone to celebrate their own

unique competitive edge

Check out the costume categories at APACongresscom or on page 12

19wwwAPAcongresscom

Your Congress registration includes a 1-year APA Membership

(for Colleagues and Non-Members)

Additional Item Available for Purchase Expo Cocktail ReceptionDinner and Party Thursday May 16 $100 per guest (Must be 21 or older to attend)

For Registration Questions Call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT or Email APAamericanpayrollorg

Register Online wwwAPAcongresscom

Register today at wwwamericanpayrollorgvirtual-congresshtml

Enjoy your NEW APA Membership with your Congress registration

RESOURCESIndustry publications and breaking payroll news and updates

EDUCATIONMember discounts on all payroll training classes conferences webinars web-based programs online training and all APA publications

SUPPORTNetworking with over 20000 members through local chapters special events and social networking communities

ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS

ALL-ACCESS PASS(5 Days + Virtual Congress)

$530$1060$1590MEMBER $1900

NANANACOLLEAGUE $2050

$675$1350$2025NON-MEMBER $2120

20 paycon

Not attending CongressYou can still register to attend the Virtual Congress amp Expo

Member $225Non-Member $495

Event Code 19CONGRS Fees

All-Access Pass includes Congress registration and Virtual Congress registration Colleagues and Non-Members also receive a 1-year APA Membership

MEMBER $1900COLLEAGUE $2050NON-MEMBER $2120

Three-Day PassMEMBER $1590COLLEAGUE NANON-MEMBER $2025

Two-Day PassMEMBER $1060COLLEAGUE NANON-MEMBER $1350

One-Day PassMEMBER $530COLLEAGUE NANON-MEMBER $675

Guest Registration

Expo Cocktail ReceptionDinner and Party on May 16 $100 per guestGuest Name ____________________________ Guest Name ____________________________ $ _________

Registration Amount All-Access Pass One-Day Pass Two-Day Pass Three-Day Pass Days Attending ___________________

$ _________

Total Payment $ _________

37th Annual Congress ndash Registration Form Register and make housing reservations at wwwAPAcongresscom

Name Ms Mr _________________________________________________

Title _________________________________________________________________

Organization _________________________________________________________

Street Address ________________________________________________________

City __________________ StateProvince ________ Country _____________

Zip + 4-digitPostal Code ______________________________________________

Telephone ____________________________________________________________ (AreaCountry Code)

Fax __________________________________________________________________

(AreaCountry Code)

Email ________________________________________________________________ (For official APA communications registration confirmations Payroll Currently and PAYTECH-Digital)

Please indicate if you are CPA PA (For NASBA reporting purposes)

Global Payroll Management Institute Subscriber Yes No

Needed for New Member Enrollment Birth date ______ ______ ______

I am an APA MEMBER

Memberrsquos ID __________________________________________________ (Update your contact information at wwwAPAcongresscom)

I am a COLLEAGUE of an APA MEMBER (at the same street address)

Colleaguersquos ID ______________________________________________________

Memberrsquos Name ______________________________________________________

Memberrsquos ID _______________________________________________________

I am NOT an APA Member or Colleague

Special Dietary Request Vegetarian Gluten-Free Kosher Peanut Allergy

Dairy Allergy Halal Shellfish Allergy Vegan

I have read the additional info for onsite meal requests found on page 22

All Attendees Please Complete This SectionIn case of emergency contact

Name ________________________________________________________________

Relation to Attendee ___________________________________________________

Daytime Phone _______________________________________________________

Evening Phone________________________________________________________

I will be staying at this hotel ___________________________________________

For Office Use Only Date ________________ Order _________________ Batch _______________ Group ________________ Check _______________ CP _________________ Total $ ________________

Registrant Information

Consent to Use Your Photograph and Contact Info By registering for this program you are granting official conference photographers permission to photograph you and publish photos in APA publications social media and marketing materials In addition by attending or speaking at this conference you are granting APA permission to make your contact information available to our sponsors who may choose to market their products and services to you via email fax telephone mail or other means

Virtual Congress amp Expo Not attending Congress in Long Beach Register for Virtual Congress amp Expo at wwwamericanpayrollorgvirtual-congresshtml

E M T 9 VLast updated 040419

1

I agree to the cancellation policies found at wwwamericanpayrollorg

PURCHASE ORDER ____________________________________________________ (for government agenciesuniversities only)

Make CHECK payable and mail to American Payroll Association

co Customer Service660 North Main Avenue Suite 100

San Antonio TX 78205-1217

If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of the event

Payment Information

Order Form

Payment in US dollars must accompany registration formCurrency Converter wwwxecom

Three Enrollment Options Online Fax MailwwwAPAcongresscom (210) 224-6038 To address below I authorize the American Payroll Association to CHARGE my American Express Discover MasterCard Visa

Card is Corporate Personal

Card ____________________________________________________________

Exp Date ______________________________ CVV Code __________________

Name on credit card ________________________________________________

Signature of cardholder ______________________________________________

3

2

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 19: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

Sponsored by

THURSDAY MAY 16 | 730 PM ndash 1130 PM

After paying on the edge join us for an evening of playing on the edge

at this yearrsquos after-hours event Get competitive with your colleagues

and prove that you are the Most Valuable Payer Participate in exciting

activities that will test your skills or join DJ Shai on the dance floor

either way there is something for everyone to celebrate their own

unique competitive edge

Check out the costume categories at APACongresscom or on page 12

19wwwAPAcongresscom

Your Congress registration includes a 1-year APA Membership

(for Colleagues and Non-Members)

Additional Item Available for Purchase Expo Cocktail ReceptionDinner and Party Thursday May 16 $100 per guest (Must be 21 or older to attend)

For Registration Questions Call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT or Email APAamericanpayrollorg

Register Online wwwAPAcongresscom

Register today at wwwamericanpayrollorgvirtual-congresshtml

Enjoy your NEW APA Membership with your Congress registration

RESOURCESIndustry publications and breaking payroll news and updates

EDUCATIONMember discounts on all payroll training classes conferences webinars web-based programs online training and all APA publications

SUPPORTNetworking with over 20000 members through local chapters special events and social networking communities

ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS

ALL-ACCESS PASS(5 Days + Virtual Congress)

$530$1060$1590MEMBER $1900

NANANACOLLEAGUE $2050

$675$1350$2025NON-MEMBER $2120

20 paycon

Not attending CongressYou can still register to attend the Virtual Congress amp Expo

Member $225Non-Member $495

Event Code 19CONGRS Fees

All-Access Pass includes Congress registration and Virtual Congress registration Colleagues and Non-Members also receive a 1-year APA Membership

MEMBER $1900COLLEAGUE $2050NON-MEMBER $2120

Three-Day PassMEMBER $1590COLLEAGUE NANON-MEMBER $2025

Two-Day PassMEMBER $1060COLLEAGUE NANON-MEMBER $1350

One-Day PassMEMBER $530COLLEAGUE NANON-MEMBER $675

Guest Registration

Expo Cocktail ReceptionDinner and Party on May 16 $100 per guestGuest Name ____________________________ Guest Name ____________________________ $ _________

Registration Amount All-Access Pass One-Day Pass Two-Day Pass Three-Day Pass Days Attending ___________________

$ _________

Total Payment $ _________

37th Annual Congress ndash Registration Form Register and make housing reservations at wwwAPAcongresscom

Name Ms Mr _________________________________________________

Title _________________________________________________________________

Organization _________________________________________________________

Street Address ________________________________________________________

City __________________ StateProvince ________ Country _____________

Zip + 4-digitPostal Code ______________________________________________

Telephone ____________________________________________________________ (AreaCountry Code)

Fax __________________________________________________________________

(AreaCountry Code)

Email ________________________________________________________________ (For official APA communications registration confirmations Payroll Currently and PAYTECH-Digital)

Please indicate if you are CPA PA (For NASBA reporting purposes)

Global Payroll Management Institute Subscriber Yes No

Needed for New Member Enrollment Birth date ______ ______ ______

I am an APA MEMBER

Memberrsquos ID __________________________________________________ (Update your contact information at wwwAPAcongresscom)

I am a COLLEAGUE of an APA MEMBER (at the same street address)

Colleaguersquos ID ______________________________________________________

Memberrsquos Name ______________________________________________________

Memberrsquos ID _______________________________________________________

I am NOT an APA Member or Colleague

Special Dietary Request Vegetarian Gluten-Free Kosher Peanut Allergy

Dairy Allergy Halal Shellfish Allergy Vegan

I have read the additional info for onsite meal requests found on page 22

All Attendees Please Complete This SectionIn case of emergency contact

Name ________________________________________________________________

Relation to Attendee ___________________________________________________

Daytime Phone _______________________________________________________

Evening Phone________________________________________________________

I will be staying at this hotel ___________________________________________

For Office Use Only Date ________________ Order _________________ Batch _______________ Group ________________ Check _______________ CP _________________ Total $ ________________

Registrant Information

Consent to Use Your Photograph and Contact Info By registering for this program you are granting official conference photographers permission to photograph you and publish photos in APA publications social media and marketing materials In addition by attending or speaking at this conference you are granting APA permission to make your contact information available to our sponsors who may choose to market their products and services to you via email fax telephone mail or other means

Virtual Congress amp Expo Not attending Congress in Long Beach Register for Virtual Congress amp Expo at wwwamericanpayrollorgvirtual-congresshtml

E M T 9 VLast updated 040419

1

I agree to the cancellation policies found at wwwamericanpayrollorg

PURCHASE ORDER ____________________________________________________ (for government agenciesuniversities only)

Make CHECK payable and mail to American Payroll Association

co Customer Service660 North Main Avenue Suite 100

San Antonio TX 78205-1217

If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of the event

Payment Information

Order Form

Payment in US dollars must accompany registration formCurrency Converter wwwxecom

Three Enrollment Options Online Fax MailwwwAPAcongresscom (210) 224-6038 To address below I authorize the American Payroll Association to CHARGE my American Express Discover MasterCard Visa

Card is Corporate Personal

Card ____________________________________________________________

Exp Date ______________________________ CVV Code __________________

Name on credit card ________________________________________________

Signature of cardholder ______________________________________________

3

2

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 20: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

Your Congress registration includes a 1-year APA Membership

(for Colleagues and Non-Members)

Additional Item Available for Purchase Expo Cocktail ReceptionDinner and Party Thursday May 16 $100 per guest (Must be 21 or older to attend)

For Registration Questions Call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT or Email APAamericanpayrollorg

Register Online wwwAPAcongresscom

Register today at wwwamericanpayrollorgvirtual-congresshtml

Enjoy your NEW APA Membership with your Congress registration

RESOURCESIndustry publications and breaking payroll news and updates

EDUCATIONMember discounts on all payroll training classes conferences webinars web-based programs online training and all APA publications

SUPPORTNetworking with over 20000 members through local chapters special events and social networking communities

ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS

ALL-ACCESS PASS(5 Days + Virtual Congress)

$530$1060$1590MEMBER $1900

NANANACOLLEAGUE $2050

$675$1350$2025NON-MEMBER $2120

20 paycon

Not attending CongressYou can still register to attend the Virtual Congress amp Expo

Member $225Non-Member $495

Event Code 19CONGRS Fees

All-Access Pass includes Congress registration and Virtual Congress registration Colleagues and Non-Members also receive a 1-year APA Membership

MEMBER $1900COLLEAGUE $2050NON-MEMBER $2120

Three-Day PassMEMBER $1590COLLEAGUE NANON-MEMBER $2025

Two-Day PassMEMBER $1060COLLEAGUE NANON-MEMBER $1350

One-Day PassMEMBER $530COLLEAGUE NANON-MEMBER $675

Guest Registration

Expo Cocktail ReceptionDinner and Party on May 16 $100 per guestGuest Name ____________________________ Guest Name ____________________________ $ _________

Registration Amount All-Access Pass One-Day Pass Two-Day Pass Three-Day Pass Days Attending ___________________

$ _________

Total Payment $ _________

37th Annual Congress ndash Registration Form Register and make housing reservations at wwwAPAcongresscom

Name Ms Mr _________________________________________________

Title _________________________________________________________________

Organization _________________________________________________________

Street Address ________________________________________________________

City __________________ StateProvince ________ Country _____________

Zip + 4-digitPostal Code ______________________________________________

Telephone ____________________________________________________________ (AreaCountry Code)

Fax __________________________________________________________________

(AreaCountry Code)

Email ________________________________________________________________ (For official APA communications registration confirmations Payroll Currently and PAYTECH-Digital)

Please indicate if you are CPA PA (For NASBA reporting purposes)

Global Payroll Management Institute Subscriber Yes No

Needed for New Member Enrollment Birth date ______ ______ ______

I am an APA MEMBER

Memberrsquos ID __________________________________________________ (Update your contact information at wwwAPAcongresscom)

I am a COLLEAGUE of an APA MEMBER (at the same street address)

Colleaguersquos ID ______________________________________________________

Memberrsquos Name ______________________________________________________

Memberrsquos ID _______________________________________________________

I am NOT an APA Member or Colleague

Special Dietary Request Vegetarian Gluten-Free Kosher Peanut Allergy

Dairy Allergy Halal Shellfish Allergy Vegan

I have read the additional info for onsite meal requests found on page 22

All Attendees Please Complete This SectionIn case of emergency contact

Name ________________________________________________________________

Relation to Attendee ___________________________________________________

Daytime Phone _______________________________________________________

Evening Phone________________________________________________________

I will be staying at this hotel ___________________________________________

For Office Use Only Date ________________ Order _________________ Batch _______________ Group ________________ Check _______________ CP _________________ Total $ ________________

Registrant Information

Consent to Use Your Photograph and Contact Info By registering for this program you are granting official conference photographers permission to photograph you and publish photos in APA publications social media and marketing materials In addition by attending or speaking at this conference you are granting APA permission to make your contact information available to our sponsors who may choose to market their products and services to you via email fax telephone mail or other means

Virtual Congress amp Expo Not attending Congress in Long Beach Register for Virtual Congress amp Expo at wwwamericanpayrollorgvirtual-congresshtml

E M T 9 VLast updated 040419

1

I agree to the cancellation policies found at wwwamericanpayrollorg

PURCHASE ORDER ____________________________________________________ (for government agenciesuniversities only)

Make CHECK payable and mail to American Payroll Association

co Customer Service660 North Main Avenue Suite 100

San Antonio TX 78205-1217

If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of the event

Payment Information

Order Form

Payment in US dollars must accompany registration formCurrency Converter wwwxecom

Three Enrollment Options Online Fax MailwwwAPAcongresscom (210) 224-6038 To address below I authorize the American Payroll Association to CHARGE my American Express Discover MasterCard Visa

Card is Corporate Personal

Card ____________________________________________________________

Exp Date ______________________________ CVV Code __________________

Name on credit card ________________________________________________

Signature of cardholder ______________________________________________

3

2

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 21: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

Event Code 19CONGRS Fees

All-Access Pass includes Congress registration and Virtual Congress registration Colleagues and Non-Members also receive a 1-year APA Membership

MEMBER $1900COLLEAGUE $2050NON-MEMBER $2120

Three-Day PassMEMBER $1590COLLEAGUE NANON-MEMBER $2025

Two-Day PassMEMBER $1060COLLEAGUE NANON-MEMBER $1350

One-Day PassMEMBER $530COLLEAGUE NANON-MEMBER $675

Guest Registration

Expo Cocktail ReceptionDinner and Party on May 16 $100 per guestGuest Name ____________________________ Guest Name ____________________________ $ _________

Registration Amount All-Access Pass One-Day Pass Two-Day Pass Three-Day Pass Days Attending ___________________

$ _________

Total Payment $ _________

37th Annual Congress ndash Registration Form Register and make housing reservations at wwwAPAcongresscom

Name Ms Mr _________________________________________________

Title _________________________________________________________________

Organization _________________________________________________________

Street Address ________________________________________________________

City __________________ StateProvince ________ Country _____________

Zip + 4-digitPostal Code ______________________________________________

Telephone ____________________________________________________________ (AreaCountry Code)

Fax __________________________________________________________________

(AreaCountry Code)

Email ________________________________________________________________ (For official APA communications registration confirmations Payroll Currently and PAYTECH-Digital)

Please indicate if you are CPA PA (For NASBA reporting purposes)

Global Payroll Management Institute Subscriber Yes No

Needed for New Member Enrollment Birth date ______ ______ ______

I am an APA MEMBER

Memberrsquos ID __________________________________________________ (Update your contact information at wwwAPAcongresscom)

I am a COLLEAGUE of an APA MEMBER (at the same street address)

Colleaguersquos ID ______________________________________________________

Memberrsquos Name ______________________________________________________

Memberrsquos ID _______________________________________________________

I am NOT an APA Member or Colleague

Special Dietary Request Vegetarian Gluten-Free Kosher Peanut Allergy

Dairy Allergy Halal Shellfish Allergy Vegan

I have read the additional info for onsite meal requests found on page 22

All Attendees Please Complete This SectionIn case of emergency contact

Name ________________________________________________________________

Relation to Attendee ___________________________________________________

Daytime Phone _______________________________________________________

Evening Phone________________________________________________________

I will be staying at this hotel ___________________________________________

For Office Use Only Date ________________ Order _________________ Batch _______________ Group ________________ Check _______________ CP _________________ Total $ ________________

Registrant Information

Consent to Use Your Photograph and Contact Info By registering for this program you are granting official conference photographers permission to photograph you and publish photos in APA publications social media and marketing materials In addition by attending or speaking at this conference you are granting APA permission to make your contact information available to our sponsors who may choose to market their products and services to you via email fax telephone mail or other means

Virtual Congress amp Expo Not attending Congress in Long Beach Register for Virtual Congress amp Expo at wwwamericanpayrollorgvirtual-congresshtml

E M T 9 VLast updated 040419

1

I agree to the cancellation policies found at wwwamericanpayrollorg

PURCHASE ORDER ____________________________________________________ (for government agenciesuniversities only)

Make CHECK payable and mail to American Payroll Association

co Customer Service660 North Main Avenue Suite 100

San Antonio TX 78205-1217

If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of the event

Payment Information

Order Form

Payment in US dollars must accompany registration formCurrency Converter wwwxecom

Three Enrollment Options Online Fax MailwwwAPAcongresscom (210) 224-6038 To address below I authorize the American Payroll Association to CHARGE my American Express Discover MasterCard Visa

Card is Corporate Personal

Card ____________________________________________________________

Exp Date ______________________________ CVV Code __________________

Name on credit card ________________________________________________

Signature of cardholder ______________________________________________

3

2

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 22: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

Important Congress DetailsRegistration Fees Special Events and Meals

Payment in US dollars must accompany your registration (Currency Converter wwwxecom) Registration for the full week includes access to all handouts provided by speakers Virtual Congress amp Expo 1-year APA Membership (for Colleagues and Non-Members) and the following special events bull 14 Congress Workshop Sessions and all keynote and special guest speakers bull Expo and Global Pavilion Grand Opening and Cocktail Reception May 15 bull Lunches May 14-17 bull Expo Cocktail ReceptionDinner and Party May 16

Registration for One- Two- or Three-Day passes includes workshops lunches andentrance to the Expo Evening events are not included Please note bull May 14 is reserved for hospitality parties or an evening on your own in the Long Beach area bull Only adults 21 or older will be admitted to the Party on May 16

Dietary Requests and Special Services

Dietary Requests made within two weeks from event start date cannot be guaranteed By requesting a dietary meal and indicating the meal functions you will be attending you confirm that you will be eating your dietary meal purchased by APA on your behalf There is no additional charge for the dietary meal(s) unless you elect not to eat it fail to pick up the dietary meal or eat a regular attendee meal in its place In any of these instances you will be invoiced $5000 for each dietary meal that you ordered Dietary requests will be limited and will not be honored onsite If you require special services please call Customer Service at (210) 224-6406 M-F 8 am ndash 6 pm CT at least 21 days in advance of event

CancellationsSubstitutions

Because Congress is always fully booked APA cannot honor cancellations or refunds However you may substitute another member or colleague from the same street ad-dress A $55 non-refundable administrative fee will be assessed for each substitution The substitute may also be charged the difference in price if the member types are different An APA representative will provide the substitution form Requests should be made by calling Customer Service If you are unable to attend and cannot find a substitute notify us in writing by April 14 2019 and you will be issued a credit to your APA account for another APA-sponsored meeting less a $150 cancellation fee This credit is good for one year from date of issue no exceptions will be made to this policy

Granting Attendee Registration and Admission

APA or their officially designated event management in their sole discretion reserves the right to accept or decline an individuals registration for Congress Further APA or event management reserves the right to prohibit entry or remove any individual whether registered or not whether they are attendees exhibitors representatives or vendors who in APArsquos or event managementrsquos sole opinion are not or whose conduct is not in keeping with the character and purpose of the event

Ticket Purchases

Guest tickets for the Party on May 16 may be pre-purchased with an attendeersquos registration or may be purchased at the onsite registration booth by 500 pm on May 15 Guest must be 21 or older to attend

Hotel Accommodations

Visit wwwAPAcongresscom to make your Congress hotel reservationsAll Congress housing reservations must be made through the Congress Housing Bureau Hotel reservations must be made by April 18 2019 to ensure availability at the group rate Rooms and group rates may not be available after this date After April 18 2019 call the Congress Housing Bureau at the numbers listed for assistance in locating accommodationsONLINE wwwAPAcongresscom (follow links to ldquoHousingrdquo)PHONE (888) 266-7660 (toll-free in the US) International (972) 349-5882 Please refer to the Housing Reservation Form for additional information on booking hotel reservations

Dress CodeWeather

All Congress events are business casual with the exception of Thursdayrsquos PAY on the Edge PLAY on the Edge party which is casual Suggested business casual attire

Men Docker-style pants polo shirts sweaters blazers

Women Slacks skirts casual shirts or blouses sweaters blazers

Please note that meeting rooms at the Long Beach Convention and Entertainment Center

will be cool you may wish to bring a sweater or jacket for your personal comfort The

average high temperature in May in Long Beach is 74⁰ F and the average low is 58⁰ F

GPMI and APA

The American Payroll Association and Global Payroll Management Institute (GPMI) are

partnering to present a robust menu of multinational payroll education Together they

will offer multiple workshop sessions on strategic global payroll expansion individual

country payrolls and taxing equity compensation

Chapter Hospitality Booth

Stop by the Chapter Hospitality Booth to receive a warm welcome from the Greater Los

Angeles Chapter and the Orange County Chapter Local chapter members will be available

to share with you all the fun and exciting options Long Beach has to offer for restaurants

shopping and must-see local attractions

Consent to Use Your Photograph and Contact Info

Consent to Use Your Photograph and Contact Info By registering for this program

you are granting official conference photographers permission to photograph you and

publish photos in APA publications social media and marketing materials In addition

by attending or speaking at this conference you are granting APA permission to make

your contact information available to our sponsors who may choose to market their

products and services to you via email fax telephone mail or other means

Ground Transportation

Discounted roundtrip ground transportation to and from Long Beach Airport Los

Angeles International Airport (LAX) and Orange CountyJohn Wayne Airport to the

hotels will be provided to all Congress attendees There is free shuttle service from the

Convention Center to select hotels Visit wwwAPAcongresscom website for details

Recertification Credit Hours (RCHs) Continuing Education Units (CEUs) and Continuing Professional Education (CPE) Credits

CPPs and FPCs After attending the 37th Annual Congress you will receive an

online evaluation After completing the evaluation and showing you have met the

requirement to select and attend individual workshops and general sessions that

are eligible for RCHs you will have an opportunity to print your thank you letter

confirming your attendance and the award of up to 255 RCHs and 25 CEUs Retain

the ldquothank you for attendingrdquo letter in case you need it for a recertification audit

CPAs seeking CPE credits must follow NASBA guidelines You will receive your CPE

credits 6-8 weeks after the conference

The APA is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education

on the National Registry of CPE Sponsors State boards of accountancy

have final authority on the acceptance of individual courses for CPE credit Complaints

regarding registered sponsors may be submitted to the National Registry of CPE

Sponsors through its website wwwlearningmarketorg No prerequisites or advance

preparation required Delivery method Group-live Program level Overview The

American Payroll Associationrsquos CPE sponsor identification number with the National

Association of State Boards of Accountancy (NASBA) is 103152

CPE Complaint Resolution Policy The APA will make every effort to resolve

complaints regarding NASBA compliance within a reasonable amount of time and in

a confidential manner A formal complaint must be submitted in writing and must set

forth a statement of the facts and the specific remedy sought Submit CPE complaints

to American Payroll Association Attn Certification 660 North Main Avenue Suite

100 San Antonio TX 78205-1217 Certification (210) 226-4600

22 paycon

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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

Page 23: Agenda › 4 Keynotes › 6 Special Guest Speakers › 9 Expo › 10 Sponsors › 11 Highlights › 12 Education Tracks › 14 Workshops › 15 Entertainment › 19 Registration

On DemandAvailable through August 23

Two Live DaysMay 22-23

Virtual Congress is included with your All-Access Congress registration See page 20 for additional details

Attend two General Sessions a Thought Leadership Session and choose from eight exclusive 90-minute Educational Virtual Workshops led by our industryrsquos leading subject matter experts

Earn up to 15 RCHs

Sponsored by

Join us for the Virtual Congress amp Expo an educational and networking event The 2019 Virtual Congress amp 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