Join Us in Celebrating

Your Silver Lining to Payroll

NEW ENGLAND PAYROLL

CONFERENCEJune 14 - 16, 2017

Celebrating 25 Years!

SPECIAL GUEST SPEAKERS CONFERENCE OPENING General Session A Wednesday, 8:30AM – 10:00AM Special Agent Stephen Quartino,� TIGTA,�Boston�Field�Office INTEGRITY AT THE IRS – POLICING THE IRS Theoverallmissionof TIGTA’sOfficeof Investigations(OI)istohelpprotecttheabilityof theIRStocollectrevenuefortheFederalGovernment.Todothis,weconductinvestigationsandproactiveinvestigativeinitiativestoensurethein-tegrityof IRSemployees,contractors,andothertaxprofessionals;ensureIRSemployeeandinfrastructuresecurity;andprotecttheIRSagainstexternalattemptstocorrupttaxadministration.

General Session B Wednesday, 2:45PM – 4:15PM Ceridian Corporation THE BLUEPRINT BEHIND PAYROLL COMPLIANCE: BUILDING THE FOUNDATION FOR SUCCESS

Payrollcompliancecanbeadifficultchallengeformanypayrollpractitioners.Withcomplexrulesandregulationsthatdifferfromstate-to-state,therearestrictguidelinesandproceduresthatneedtobefollowed.Maintainingup-to-datere-cordsforreportingandauditingpurposesisessentialanddoeshelpinavoidingcostlypenalties;butwhatelseispertinentthatyouneedtoknow?Inourpresentation,we’llhighlightthedetailsbehindasuccessfulblueprinttopayrollcomplianceandprovidethefundamentalsthatwillguideyoutobecomingaSubjectMatterExpertonthetopic.

General Session C Thursday, 8:00AM – 9:30AM Matt Isbell President,�COBRA�Resources THE ANGRY MONSTER IN THE CLOSET - UNDETECTED HIPAA PRIVACY VIOLATIONS IN YOUR DAILY FMLA AND COBRA ADMINISTRATION

The Health Insurance Portability and Accountability Act (HIPAA) is a federal law that imposes portability, non-discrimination, and certain other requirements on employer-sponsored health plans.HIPAA also includes regulationscoveringhowemployersmustprotectemployees’medicalprivacyrightsaswellastheelectronicdisclosureof employees’medical information and requires employers to cover employees’ and their dependents’ preexisting health conditionsundercertaincircumstances,aswellastoprotecttheprivacyof healthinformation.Inthissession,we’llgetanoverviewof benefitsdepartmentHIPAAprivacyrequirements,what isProtectedHealthInformation (PHI) indailyFMLAandCOBRAadministration,specificusesandlegaldisclosuresof employeePHI,andmuchmore!

General Session D Thursday, 3:15PM – 4:45PM Robert N. Brown, Jr., CPA, CFE Managing Partner, The CPA Solution LLC BUSINESS ETHICS - Round 2 Expandingonwhathespokeaboutlastyear,BobwillagainshowcaseRightvsWrong?Soundssimple,butisitreally?Unfortunatelysituationsariseintoday’sbusinessworldthatarenotalwaysassimpleastodoornottodo,wouldyouorshouldyou.Let’sexplorethosereallifescenariosthatareacausetopauseandaskyourself,whatwouldIdo?Whatwouldmypeersdo? Whatwouldmysupervisordo? Whatwouldmyemployeesdo? Regardlessof theentityyouworkfor,manageorvolunteeronbehalf of,takingthetimeupfronttotrulyexplorelikelyethicaldilemmasyouorthosearoundyouwillfaceatsomepointwillserveyouwell.Thisisnotarepeatsession!

General Session E Friday, 8:30AM – 10:00AM Larry White, CPP � Director�of�Payroll�Training,�American�Payroll�Association� GOVERNMENT UPDATE: WHAT’S HAPPENING IN WASHINGTON D.C. Thissessionwillprovideyouwithinformationaboutwhat’shappeninginWashington,D.C.butitisnot...Irepeat...itisnotpresentedbytheNSA.Instead,youwillhearaboutsomeof the(perhaps)questionablebillsthatarebeingconsideredbytheCongressandabouttheAPA’slobbyingeffortstokeepthosewhichwouldbeburdensometopayrollprofessionalsfrombecominglaw.Onthebrightside,theremaybesomepositivenewsthatwe’llofferif wecanfindanypriortotheconference.Seriously,youneedtobeinformedaboutactionsfromCapitolHillthatmayaffectyouandwe’reintentonmakingyouawareof them.

Rosemarie Fraumeni, CPPChairperson, Treasurer978-621-0270

Donna Turban, CPPCo-Chairperson, Interim Secretary, Registrations603-659-6765

Pam Amico, CPPAudio/Visual, Webmaster978-282-2373

CONFERENCE CONTACTShttp://www.newenglandpayrollconference.org

Betsy Cziria, CPPExhibitor Co-Chair603-821-3662

Carrie Louise Hovell, CPPExhibitor Co-Chair, Sponsorship Chairperson703-932-5868

Jennifer Voisine, PHREducation Co-Chair, Class Evaluations866-697-3419

Sally AustinRegistrations, Raffles802-473-5350

Susan Baptista, CPPEducation Chairperson, Brochure617-587-8261

Dan BoberAudio/Visual860-665-2638

CONFERENCE SCHEDULE WEDNESDAY - JUNE 14, 2017 THURSDAY - JUNE 15, 2017 7:00am – 4:30pm Registration 7:30am – 12:00pm Registration 7:15am – 8:15am Continental Breakfast 7:00am – 8:00am Continental Breakfast 8:15am – 8:30am Welcome & Announcements 8:00am – 9:30am General Session C 8:30am – 10:00am General Session A 9:30am - 10:30am Break with Exhibitors 10:00am – 10:15am Break 10:30am – 12:00pm Session 3 10:15am – 11:45am Session 1 12:00pm – 1:00pm Lunch with Exhibitors 11:45am – 12:45pm Lunch 1:00pm– 2:30pm Session 4 1:00pm – 2:30pm Session 2 2:30pm – 3:15pm Break with Exhibitors 2:30pm – 2:45pm Break 3:15pm – 4:45pm General Session D 2:45pm – 4:15pm General Session B 4:45pm – 6:00pm Exhibitor Social 4:15pm Evening at Leisure 6:00pm Anniversary Dinner

FRIDAY - JUNE 16, 2017 8:00am Buffet Breakfast 8:30am – 10:00am General Session E 10:00am – 11:30am Conference Closing Session & 2018 Conference Giveaway!!!

YOU MUST BE PRESENT TO WIN!!!

GENERAL SESSION A - “Integrity at the IRS - Policing the IRS” Presented�by�Special Agent Stephen Quartino,�TIGTA,�Boston�Field�Office

GENERAL SESSION B - “The Blueprint Behind Payroll Compliance: Building the Foundation for Success” Presented�by�Ceridian Corporation

GENERAL SESSION C - “The Angry Monster in the Closet – Undetected HIPAA Privacy Violations In Your Daily FMLA and COBRA Administration” Presented�by�Matt Isbell,�COBRA�Resources

GENERAL SESSION D - “Business Ethics - Round 2” Presented�by Robert N. Brown, Jr., CPA, CFE, The CPA Solution LLC

GENERAL SESSION E - “Government Update: What’s Happening in Washington D.C.” Presented�by�Larry White,�CPP,�American�Payroll�Association

IMPORTANT INFORMATION Registration will begin at 7:00 am on Wednesday and the booth will be staffed to answer any questions

throughout the conference. Please pick up your badge, personal schedule, and conference materials there. BADGES must be worn for admittance to all conference functions.

SESSION DESCRIPTIONS

AN EMPLOYERS ROLE IN THE CHILD SUPPORT PROGRAM: Childsupportpaymentsplayabigroleinthelifeof apayrollprofessional.ArepresentativefromthefederalOfficeof ChildSupportEnforcementwillpresentemployersresponsibilitiesinthechildsupportprogram.Wewillalsolookattheonlinetoolstoexchangeinformationwithnearlyallstatechildsupportagencies.Robyn Large,�Employer�Services,�Federal�Office�of�Child�Support�Enforcement� (Session 3)

AUDIT YOURSELF BEFORE SOMEONE ELSE DOES!LearnsomepracticaltipsandtricksonhowtoaudityourpayrollfunctionbeforetheIRSorDOLwantto!Brenda JM Sabin, CBP, SPHR, SHRM-SCP, CHRS, Director�of�HR�&�Payroll�Compliance,�Boardman�HR�Intelligence� (Session 1)

CHALLENGE YOURSELF AND COMPETE AGAINST OTHERS ON ALL THINGS PAYROLL! Wewillchooseteams,andhaveaprizeforthemostpoints!QuestionsonFLSA,FringeBenefitTaxation,Overtimerules,W4sandmuchmore!Brenda JM Sabin, CBP, SPHR, SHRM-SCP, CHRS, Director�of�HR�&�Payroll�Compliance,�Boardman�HR�Intelligence� (Session 3)

HOW TO AVOID WAGE AND HOUR LAWSUITS WITH WORKFORCE MANAGEMENT: Wageandhourrelatedlawsuitsarecontinuingtoriseeachyear.Inthispresentation,wewillcoverthetoptenreasonsforcommonwageandhourclassactionfilings,anddiscussthecriticalroleworkforcemanagementplaysinavoidingthesecommonpit-falls.Thepresentationwillcovertheimportanceof collectingreal-timeintelligencefromworkforcedata,anddemonstratewhatothercompaniesaredoingtoimplementproactivemeasuresthatminimizecompliancerisks.Jay Kalantar,�Chief�Operating�Officer,�EPAY�Systems� (Session 4)

LOCAL INCOME TAXES IN OHIO AND PENNSYLVANIA:InthissessionwewillcoveralllocalincometaxesinOhioandPennsylvania.Bruce E. Phipps,�CPP,�Principal�Product�Manager,�Oracle (Session 3)

LOCAL INCOME TAXES: InthissessionwewillcoveralllocalincometaxesinstatesotherthanOhioandPennsyl-vania.Bruce E. Phipps,�CPP,�Principal�Product�Manager,�Oracle� (Session 4)

MASTERING THE TOP 10 FEDERAL COMPLIANCE ISSUES IN 2017: If youareresponsibleforFMLAandCOBRAadministration,thenthissessionisamustforyou.Wewilldiscussthe20153-partCOBRAnoticelanguagechanges;therulesonsamesexmarriages,COBRA/FMLAcoordination,hiddendangerswhenoutsourcingyourCOBRAadministration,whyemployersfailDOLauditsandmore!Matt Isbell, President,�COBRA�Resources� (Session 4)

RECORDS RETENTION: Inthissessionyouwilllearnthebasicsof recordkeepingforthepayrollprofessional.Carrie Louise Hovell, CPP (Session 1)

SESSION DESCRIPTIONS

MANAGING TELECOMMUTERS: Employeesworkingremotelyfromhomeisbecominganincreasinglypopularoptioninmanyindustries.Buthowdoyoumanageemployeesyouneversee?Whatarethetaxconsequencesof “home-work?”Howdoyouknowif youremployeeisactuallyworkingorjustcleaningouttherefrigerator?We’llinvestigatetheupsideanddownsideof employeeswhoworkbutdon’t“go”towork.Larry White, CPP,�Director�of�Payroll�Training,�American�Payroll�Association� (Session 4)

THE PAYROLL PITFALLS OF EQUITY TRANSACTIONS: DoyouhaveequitytransactionsthatyouneedtoprocessinyourUSpayroll?If so,thisworkshopisfocusedonhelpingyouavoidthepitfallsof ESPP,ISO’s,NQ’sandRSU’s.Inaddition,wewillalsodiscussotherelementsof wherethingscangowrongwithtaxes,sourcing,andyear-endreporting.Yoon Park,�Managing�Director�and�Owner,�Park�Advisors�LLC� (Session 2)

UNEMPLOYMENT TAX REVIEW: 2017andBeyond:Inthissession,wewillcoverthetrendswithunemploymentclaimsaswellasreviewthenationalandstateunemploymentrates.Inaddition,wewilllookatsolvencyof stateUItrustfunds,TitleXIIloansandtheimpactonFUTAtaxes.Wewillprovideguidanceonhowlegislativeactivityimpactsemploy-ersforUIclaimsandfutureUItaxratesandreviewbestpracticestocontrolUIcosts.Matthew White,�Region�Director� (Session 2)Susan Dermody,�Regional�Manager,�Equifax�Workforce�Solutions

WHAT’S NEW AT THE SSA FOR EMPLOYERS! JoinusforthissessiontolearntipsfromtheSocialSecurityAdministration.Inthissession,wewillcoverMySocialSecurityandAnnualStatements,FilingforBenefitsOnline,TaxYear2017W-2Reminders,SocialSecurityNumberVerificationServiceandmuchmore.Regina Bachini,�Employer�Services�Liaison�Officer,�SSA� (Session 3)

BENEFITS BUZZ: AworldbeyondObamacare:Receiveanupdateonthechangesproposed/passedbytheTrumpadministrationandthe115thCongress.Thissessionwillexploreindustrytrends,providethelatestonrepealandreplacelegislation,giveindustryinsightsandprovidetipstoplanahead.Chad Cote, Sr.�Account�Executive,�Benefit�Plans,�Clark�Insurance� (Session 1)

COACHING SKILLS FOR MANAGERS: Whatiscoaching?Andhowcanithelpyoubeabettermanager?Asamanager,coachingisagreatwaytodevelopyourpeople,withouttellingthemwhattodo.Inthishighlyinteractivesession,youwillhavetheopportunitytoengageincoachingexerciseswithyourpeers,givingyoutheopportunitytopracticeyourcoachingskills,andalsobecoached!Thissessionisappropriateforanyoneresponsibleformanagingothers,whoislookingtoaddtotheirmanagerialtoolbox.Sarah Mann, Principal,�Spark�HR�Solutions� (Session 2)

SARBANES OXLEY AND PAYROLL AUDIT COMPLIANCE:SOXhasplacedvariousrequirementsonpay-rolldepartments.Wewillreviewwhatproceduresandcontrolspayrolldepartmentsshouldhaveinplacefordifferenttypesof audits,includingthedifferenttypesof payrollcontrolsthatareanecessity.Youwillleavethissessionwellpreparedforanyinternalorexternalaudit.Robert LaRose, Payroll�Manager,�QuEst�Global�Services,�Inc. (Session 2)

DATA THEFT AND PROTECTION-PROTECT YOUR CLIENTS: ProtectYourself:Increasingly,payrollprofessionalsarebeingtargetedbyidentitythieves.Thesecriminals–manyof themsophisticated,organizedsyndicates-areredoublingtheireffortstogatherpersonaldata.Wewilldiscusshowtoprotectyourclientsandprotectyourself.Shawn Savage,�Senior�Stakeholder�Liaison,�Internal�Revenue�Service� (Session 1)

HOTEL INFORMATIONReservations–Pleasemakereservationsbycallingthehotelat(207)775-6161.Identifyyourself aspartof theNewEnglandPayrollConferencetoreceivetheSpecialConferenceRateof $143.00pernightplusMESales/

Occupancytax.Aone-nightdepositisrequiredbythehotelatthetimeof reservation. PlantomakeyourreservationsforthespecialratebyTuesday,May16th.

ATTENDEE/GUEST POLICYWhileweencourageyoutobringyourspouseorfamilytoenjoythelovelySouthPortlandarea,please

rememberthatallconferencesessions,breaks,andmealsarelimitedtoattendeesonly.

COCKTAIL SOCIALOurExhibitorswillonlybewithusforonedayonThursday,June15th.PlanonattendingtheThursdayeveningExhibitorSocialwhichwillfeaturelight,coldhorsd’oeuvres,acashbar,andwillgiveyoutimeto

networkwiththeExhibitorsandotherpayrollprofessionalswhileplayingfungames!RemembertobringyourBusinessCardstoenterExhibitorraffles.

SPECIAL ANNIVERSARY DINNERFollowingtheExhibitorsocialpleasejoinusforaspecial25thanniversarydinnerwithyourcolleaguesandselectvendorsstartingat6:00PM.Spousesarewelcometoattendforafeeof $50.00.Pleasebesureto

indicateyourmealchoiceonyouron-lineregistrationform.

CONFERENCE DRESS CODEOurdresscodeisbusinesscasualattire.Pleaseremembertodressinlayersassomeroomsmaybe

colder/warmerthanothers.Wedonothavetheabilitytocontrolthetemperatureintheconferencerooms.

IMPORTANT INFORMATION FOR ALL ATTENDEES: WeareELECTRONIC!AllpresentationswillbeavailableonourwebsiteforyoutodownloadpriortotheConference.Youwillgetanemail2week’spriortotheconferencedatewiththelinkandpassword,provided

wehavereceivedyourregistrationfee.Additionally,attimeof onlineregistration,paybycreditcardorbypassforpaymentinstructionsbycheck!

(www.newenglandpayrollconderence.org).Youmayalsopayusingacreditcard!

IMPORTANT INFORMATION FOR ATTENDEES NEEDING CEU’S:Pleasemakeacopyof yourregistrationformandyourschedule(givenoutattheconference)foryourrecords

toobtainCEU’s.If yourequireaCertificateof Attendance,pleasecontactDonnaTurbanat djturban@comcast.net

THIS YEAR’S CONFERENCE HAS BEEN APPROVED FOR _____ RCH’S FROM THE

AMERICAN PAYROLL ASSOCIATION

RAFFLESDonationsfromyouremployertotherafflearegreatlyappreciated.Pastdonationshaveincludedlogoitemssuchasshirts,caps,andmugsaswellasgolf equipment,giftcertificatesandmuchmore.Theseitemswillbe

drawnthroughouttheconference.Also,onFriday,thedrawingwillbeheldforthefreeregistrationatthe2018conferenceforoneluckywinner.Youmustbepresenttowinanyprizes.

SPECIAL DIETARY REQUESTSIf yourequireanyspecialdietaryneeds,pleaseemailRosemarieFraumeniatrfraumeni@comcast.netor

DonnaTurbandjturban@comcast.net.

EXHIBITORS WILL INCLUDE:

IN APPRECIATION:

We are fortunate to have many exhibitors participating in the Annual New England Payroll Conference. Without their support, we would be unable to provide you with the opportunity for education and networking. The exhibitors will be networking, answering questions, providing information and demonstrating their products and services on Thursday, June 15th only. We encourage all attendees to visit with and explore the wide variety of information that the exhibitors, who are experts in their fields, have to offer. Opportunities will be available on Thursday to spend time with the exhibitors: 9:30AM to 10:30AM (Morning Break) 12:00PM to 1:00PM (Lunch) 2:30PM to 3:15PM (Afternoon Break) 4:45PM to 6:00PM (Exhibitor Social)

The 25th Annual New England Payroll conference committee would like to acknowledge the following companies for their generosity and support of this year’s conference.

Gram’s Books

New England Payroll Conference, Inc.P.O. Box 1112Billerica, MA 01821-1930

Visit NEPC on the Web:www.newenglandpayrollconference.org

ATTENTION MAILROOMIf the person on this addresslabel is no longer with yourorganization, please direct this brochure to thePayroll/HR Department.

HOTEL WEBSITEDoubleTree by Hilton Hotel • South Portland, ME

363 Maine Mall Road, Portland, Maine 04106 (207) 775-6161

For complete directions please go to the hotel web site at http://doubletree3.hilton.com/en/hotels/maine/doubletree-by-hilton-hotel-

portland-me-PWMMMDT/maps-directions/index.html

Join Us in Celebrating

Your Silver Lining to Payroll

NEW ENGLAND PAYROLL

CONFERENCEJune 14 - 16, 2017

Celebrating 25 Years!