may 15 - 19, 2018 - american payroll association...

MAY 15 - 19, 2018NATIONAL HARBOR, MD

MAY 15 - 19, 2018NATIONAL HARBOR, MD

www.APAcongress.com

COMPLIANT! INNOVATIVE! RESILIENT!

Congress Sponsors include:

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Simple. Smart. Secure.

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DAN MADDUXEXECUTIVE DIRECTOR

AMERICAN PAYROLL ASSOCIATION

DID YOU KNOW?The entire registration, hotel reservation, and

workshop selection process is completely paperless.

See page 3 for details.

During the American Payroll Association’s 36th Annual Congress in National

Harbor, Maryland, we will focus our attention on YOU as an agent of payroll

excellence. Your mission at Congress, should you choose to accept it, is to

gain the knowledge needed to assist you in keeping the changing compliance

updates, technology innovations, and evolving workforce demographics from

impacting your organization’s bottom line.

Upon registration, you will gain access to more than 180 workshops to sharpen

your focus in the areas of payroll processing, government affairs, global payroll,

and more. You won’t want to miss a single educational or networking event as

it will only boost your career and expertise.

You will experience numerous payroll and human resources technology

innovations during the Thursday General Session presentation and in the

world’s largest payroll Expo. Connect with more than 100 exhibitors in the

payroll, accounts payable, and finance industries to help you develop an

advanced technology strategy.

By the end of Congress, you will have an enhanced payroll understanding,

added resources, and personal connections to help you plan successful payroll

operations, use payroll data to provide strategic assistance to your executive

team, and properly communicate with people of different cultures and

leadership styles. The benefits you and your organization will gain from this

4½-day conference are truly indescribable.

We look forward to seeing you May 15-19 as you set your target on mastering

your skills as a payroll professional and leader.

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Agenda . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

Keynotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

Special Guest Speakers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

Special Presentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

Expo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1

Highlights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2

Education Tracks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Workshops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Entertainment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Important Congress Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22

Virtual Congress & Expo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

SPECIAL THANKS to the APA Board of Advisors fortheir contribution to the 36th Annual Congress

Owhen Astorga Ginnette Clark, CPPMichelle Clawson, CPP

Ronald Gilson, CPPBilly Meyerkorth, CPP LaTisha O'Neal, CPP

Jon Schausten, CPPChristine Stolpe, CPPDavid Wakeling, CPP

Planning Your WeekTo complete your registration, you’ll need to complete the following online:

1. RegistrationRegister by April 18, 2018, to save $50 on your registration fee.

2. Hotel ReservationsYour online hotel reservation must be received by the Housing Bureau no later than April 23, 2018. 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 Membership Services at (210) 224-6406, M – F, 8 a.m. – 6 p.m. CT, or email your questions to [email protected].

Welcome to your guide to the 36th Annual Congress! This brochure will provide the highlights of Congress, with

the latest details provided at APAcongress.com.

Get the latest Congress details at www.APAcongress.com

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MONDAY, MAY 14 2:00 p.m. – 7:00 p.m. Registration/Check-in 5:00 p.m. – 5:30 p.m. Orientation 6:30 p.m. – 7:30 p.m. Tweet Up

TUESDAY, MAY 15 7:00 a.m. – 6:00 p.m. Registration/Check-in 8:00 a.m. – 9:30 a.m. Annual Business Meeting

Pre-Congress sponsored by

8:00 a.m. – 9:30 a.m. Pre-Congress Workshop 1 9:45 a.m. – 11:15 a.m. Pre-Congress Workshop 2 11:15 a.m. – 12:45 p.m. Luncheon Sponsored by

1:00 p.m. – 2:00 p.m. Power Hour Workshop Session 2:15 p.m. – 3:45 p.m. Pre-Congress Workshop 3

4:00 p.m. – 5:00 p.m. Spouse and Guest Information Meeting 4:00 p.m. – 6:00 p.m. Opening General Session

WELCOME REMARKS Dan Maddux, Executive Director, American Payroll Association Sondra Dougherty, CPP, Immediate Past President, American Payroll Association John Raguz, CPP, President, American Payroll Association 2018 Payroll Man and Woman of the Year Awards KEYNOTE Jane Seymour “Remarkable Changes: Striving Through Adversity” Sponsored by

WEDNESDAY, MAY 16 7:00 a.m. – 6:00 p.m. Registration/Check-in 8:00 a.m. – 9:30 a.m. Workshop Session 1 9:45 a.m. – 11:15 a.m. Workshop Session 2 11:30 a.m. – 1:30 p.m. Luncheon

INTERNATIONAL GUEST PANEL Jason Low, C.P.S., Head of TAPS, The Association for Payroll Specialists Frank Lilley, CPA, CGA, Chair, The Canadian Payroll Association Eira Hammond, FCIPPdip, Board Chair, The Chartered Institute of Payroll Professionals

KEYNOTE Steve Spangler “The Science of Engagement”

Sponsored by

1:45 p.m. – 3:15 p.m. Workshop Session 3

3:15 p.m. – 6:30 p.m. Expo and Global Pavilion Opening Cocktail Reception 6:30 p.m. – 8:00 p.m. Chapter Exchange Reception and Awards

Sponsored by

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All times are Eastern Daylight Time (EDT).

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THURSDAY, MAY 17 7:00 a.m. – 12:00 p.m. Registration/Check-in

8:00 a.m. – 9:30 a.m. Workshop Session 4

9:45 a.m. – 11:45 a.m. General Session

INTRODUCTORY REMARKS Dan Maddux, Executive Director, American Payroll Association

SPECIAL PRESENTATION “The Future of Work and Pay” Josh Bersin, Principal and Founder, Bersin™, Deloitte Consulting LLP

GUEST SPEAKERS Don Weinstein, Chief Strategy Officer, ADP

Martin Hartshorne, VP, Product, Ultimate Software

11:45 a.m. – 2:30 p.m. Expo and Global Pavilion Open

11:45 a.m. – 12:45 p.m. Expo and Global Pavilion Networking Lunch Sponsored by



5:00 p.m. – 7:30 p.m. Expo and Global Pavilion Cocktail Reception/Dinner

6:30 p.m. – 7:30 p.m. Costume Contest

7:30 p.m. – 11:30 p.m.

License to Party

www.APAcongress.com

FRIDAY, MAY 18 7:00 a.m. – 12:00 p.m. Registration/Check-in

8:00 a.m. – 9:30 a.m. Federal Government Executive General Session

9:30 a.m. – 11:00 a.m. Expo and Global Pavilion Open

11:00 a.m. – 12:30 p.m. Workshop Session 7

12:45 p.m. – 2:15 p.m. Awards Luncheon

Sponsored by

GUEST SPEAKERS Stephanie Salavejus, CPP 2017 Payroll Woman of the Year David Wakeling, CPP 2017 Payroll Man of the Year


4:15 p.m. – 5:45 p.m. Closing General Session

KEYNOTE Brad Montgomery “Embrace Your Awesomeness”

Sponsored by

Door Prizes

Saturday, May 19



an company

“Remarkable Changes: Striving Through Adversity”

Internationally acclaimed actress, humanitarian, author, artist,

and entrepreneur, Emmy and Golden Globe Award-winning

Jane Seymour will share how she learned to embrace life’s

challenges and turn them into strengthening tools. Jane

will explain the true value in our life transitions, share

the three stages of change, empower you to accept life

shifts, and teach you how to manage even the toughest

personal and professional situations.

FOS: Personal Development/1.0 CPE credit/1.0 RCH

Jane Seymour

Sponsored by®

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Tuesday Opening General Session

“Embrace Your Awesomeness”Knowing that our people are our most valuable asset isn’t enough. We need to fully understand how to empower and inspire them. Brad Montgomery will use humor, stories, music, and other tools to illustrate ways to improve our ability to meaningfully encourage others. Discover ways to achieve untapped productivity and accuracy while creating and sustaining positivity, optimism, and meaningfulness in others. Focusing on the people side of business not only improves the bottom line, it can be enormously satisfying, inspiring, and sometimes very funny.


Brad Montgomery

Sponsored by

Friday Closing General Session

“The Science of Engagement”Emmy Award-winning television host, science communicator, and business leader Steve Spangler is the science teacher you always wanted in school. Without warning, things would fizz, pop, and explode, making students chant, “Best day ever!” During his high-energy presentation, Steve will teach you that the best day ever is more than just a feeling or emotion, it’s a powerful principle that helps people uncover strategies for connecting, experiencing, and engaging in team settings. Learn how to engage at the highest levels to propel customer satisfaction and help your organization grow.


Steve SpanglerWednesday Luncheon

Sponsored by:

www.APAcongress.com7

Jason Low, C.P.S. Head of TAPS The Association for Payroll Specialists

John Raguz, CPPPresidentAmerican Payroll Association

Sondra Dougherty, CPPImmediate Past PresidentAmerican Payroll Association

Eira Hammond, FCIPPdip Board Chair The Chartered Institute of Payroll Professionals

Frank Lilley, CPA, CGA Chair The Canadian Payroll Association

David Wakeling, CPP 2017 Payroll Man of the Year

Stephanie Salavejus, CPP 2017 Payroll Woman of the Year

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“The Future of Work and Pay: How Will Artificial Intelligence, Data, and Predictive Analytics Change Your World?”

Josh Bersin Principal and Founder, Bersin™, Deloitte Consulting LLP

As technology advances jobs are going to change, organizations are getting

flatter, and people are getting much more connected. We are all becoming more augmented by technology, whether it be our phone or our computer,

or some AI software. Innovation in technology is changing jobs to be

different and there are opportunities for professionals in payroll, accounting,

and HR to benefit from these changes.

Josh Bersin, industry-leading HR technology analyst, guides us on this

journey into the "Future of Work and Pay." He has advised some

of the largest and well-known companies on the planet, and

has been featured in such media outlets as Harvard Business

Review, The Wall Street Journal, Bloomberg, BBC Radio, and

National Public Radio. Josh will present his research on the

paths that many companies are forging towards innovation

as well as separate the hype from reality when it comes to

this trending topic. You'll also hear from those who are

developing new technologies around AI and analytics

that you may see in the next few years, what it could

mean for you, and what you can take back to your

company in order to prepare.

Thursday General Session

Special Guests

Don is responsible for Corporate Strategic

Planning, Mergers and Acquisitions, and

ADP Ventures, the company’s new business

incubator. Prior to joining ADP, Don held senior

strategy roles within IBM Corporate Strategy and

PriceWaterhouseCoopers Strategy and Change

Consulting. He began his career with General

Electric as an Edison Engineer. Don received

a BS in Mechanical Engineering from Rutgers

University, an MS in Mechanical Engineering

from Drexel University, and an MBA from New

York University's Stern School of Business.

Don Weinstein Chief Strategy Officer ADP

Martin joined Ultimate in 2013 when Ultimate

Software acquired EmployTouch Inc., where Martin

served as the founder and CEO. Martin leads the

Product Development team in understanding

customer and market needs, setting the vision

for UltiPro, and defining the UltiPro product

roadmap. Martin holds an MBA from the Kellogg

School of Management and a BaSC in Computer

Engineering from the University of Waterloo.

Martin Hartshorne VP, Product Ultimate Software

www.APAcongress.com

FOS: Technology/1.0 CPE credit/1.0 RCH

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Accountemps and Robert Half Finance & Accounting

ADP, LLC

Allpoint Network

AMGtime

APA Solution Center

Attendance on Demand

Bloomberg BNA

Blue Marble Global Payroll

Brink‘s Money

Business Software, Inc.

Canadian Payroll Association, The

Celergo, LLC

Ceridian

CIC Plus

CMI Time Management

Comdata

ComplyRight

Corporate Cost Control

D2Xchange, LLC

Employers Unity, LLC

Emptech

EPAY Systems, Inc.

Equifax Workforce Solutions

FMP Global

FSV Payment Systems

Global Cash Card

Greenshades Software

High Line Corporation

Integrity Data

Interlogic Outsourcing, Inc.

iSolved

JAT Software

Kronos Incorporated

LTtax, Inc.

MasterTax, LLC

Money Network, A First Data Company

NACHA – The Electronic Payments Association

NetSpend, a TSYS Company

NGA Human Resources

NOVAtime Technology, Inc.

OneSource Virtual

PaycheckCity.com

Paychex

Payroll Tax Management, Inc. (PTM)

PayTrain

PDS Software

Practice Insight

rapid! PayCard

SALT Payroll Consultants

SOLE Financial

SumTotal Systems, LLC

Symmetry Software

SyncHR

Synel America

TimeClock Plus

Thomas & Company

uConfirm

Ultimate Software

Unicorn HRO, LLC

U.S. Bank

Vertex, Inc.

Workday, Inc.

WorkForce Software, Inc.

2018 Congress Exhibitors*

WEDNESDAY, MAY 16Expo and Global Pavilion Grand Opening Cocktail Reception 3:15 p.m. – 6:30 p.m.

THURSDAY, MAY 17Expo and Global Pavilion Open11:45 a.m. – 2:30 p.m. Networking Lunch in Expo 11:45 a.m. – 12:45 p.m.

Expo and Global Pavilion OpenCocktail Reception/DinnerAPA Gift Distribution 5:00 p.m. – 7:30 p.m.

Costume Contest Exhibitor Prize Drawings 6:30 p.m. – 7:30 p.m.

FRIDAY, MAY 18Expo and Global Pavilion Open9:30 a.m. – 11:00 a.m. Exhibitor Prize Drawings 10:30 a.m. – 11:00 a.m.

The Expo is the place to learn all about the state-of-the-art payroll and related technologies and tools to implement best practices, operational efficiencies, and cost savings. Educate yourself on today’s resources and tomorrow’s trends.

The World’s Largest Payroll Expo

Highlights Include:• Explore, learn, and share at the Learning Lounge, powered by Workday

• Meet Steve Spangler at the Workday booth

• Check out the Technology Solutions Stage for insightful presentations during Thursday's lunch

*As of press time

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Gold Level

SilverLevel

Platinum Level

Diamond Level

Sapphire Level

Logo Font: HelveticaTagline Font: VAG RoundedPantone 285 Blue (C=89 M=43 Y=0 K=0)Pantone 802 Green (C=67 M=0 Y=100 K=0)

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www.APAcongress.com *As of press time

NetworkingCongress OrientationA must for first-timers, a Congress Orientation Session will help make Congress one of the most rewarding experiences of your career! This session is presented by Congress veterans who will show you how to learn, network, and make the most out of your Congress experience. Orientation is Monday, May 14, 5:00 p.m. – 5:30 p.m.

Chapter Exchange ReceptionJoin us for an interactive networking session where you can meet peers from more than 130 active APA chapters. Take this opportunity to meet APA’s Board of Advisors from each of the nine regions and discuss how to make your chapter a success. This exciting event takes place Wednesday, May 16, 6:30 p.m. – 8:00 p.m.

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 2018 Chapter Pictorial Contest. Each unique photo montage slide show reflects the activities and events APA’s individual chapters participated in throughout 2017.

Social Media @ CongressExpand your network and meet social media enthusiasts at the Congress Tweet Up, Monday, May 14, 6:30 p.m. – 7:30 p.m. 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 15, 8:00 a.m. – 9:30 a.m., the American Payroll Association’s 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 16, 6:30 p.m. – 8:00 p.m. Be there to hear about all of the chapters’ success and hard work and see who will win the coveted Chapter of the Year Award. Let’s celebrate all of the 2017 chapter accomplishments.

Blend In or Stand Out?

Are you on Team Bond or Team Villain? Show your allegiance at the License to Party! Show off your style by dressing as your Best Bond (recreate your favorite Bond film character or ensemble), in your best High Society (dress to the nines and awe the judges with your swagger, pomp, and circumstance), as Absolutely Evil (scare us with your most dastardly execution of a Bond Villain), or an International Spy (show off your secret agent savoir-faire as an international Woman or Man of Mystery). Judging will take place during the Expo Cocktail Reception and Dinner on Thursday, May 17 at 6:30 p.m.

Resources New Workshops Added to the LineupIn order to keep up with the ever-changing payroll industry, 28 new workshops have been added to this year’s educational lineup. There are more than 180 different workshops to choose from!

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Federal Government Executive General SessionDuring the Federal Government Executive General Session on Friday, May 18 at 8:00 a.m., key players in the administration will discuss the issues that impact payroll management and how they are working to implement change. When the Trump Administration came to Washington, D.C., they posed different ideas about immigration policy, tax cuts and reform, wage and hour regulations, the role and size of executive agencies, and other regulations that impact businesses.

Leadership Excellence SeriesLeadership is not defined by your title – it is defined by your actions. All it takes is the right attitude, the right plan, the right opportunities, and the right tools. Join Dr. Shirley Davis for a professional development event with in-depth discussions on diversity and inclusion, mastering your reinvention, and achieving career success. Dr. Davis is well versed

in business and organizational management with a specialization in leadership. Earn 6 RCHs and a Certificate of Completion after attending two double sessions on Wednesday and Thursday. This series is open to all professionals.

Expo and Learning LoungeIn one convenient place you will find a wide array of world-class vendors with the latest products, technologies, and services you require to enhance your

operational efficiency and reduce costs! Don‘t miss the Expo and Global Pavilion Opening Cocktail Reception on Wednesday, May 16. Plus, ”lean in” and enhance your education by visiting the Expo Learning Lounge. You'll uncover opportunities to discover additional insight on payroll topics, share with peers, and engage with experts.

Global Payroll Management ForumThe Global Payroll Management Institute’s 3rd Annual Global Payroll Management Forum is provided in tandem with APA’s 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 world’s largest payroll Expo, including a Global Pavilion of payroll service providers and solutions. Go to GPMInstitute.com for more information.

Congress AppDownload the free Congress 2018 smart phone 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 Today

Congress Today is the award-winning combination printed magazine and blog, providing timely news stories on conference events and photo coverage to enhance your Annual Congress experience. Use this important onsite resource – both in print and online – for important Congress news and highlights.

Spouse and Guest Information MeetingAll guests of registered participants are invited to a special spouse and guest program on Tuesday, May 15, 4:00 p.m. – 5:00 p.m. To help guests make the most of their stay in the National Harbor area, representatives from local attractions will share highlights from some of the city’s most popular sites.

Earn up to 26.5 CPE CreditsCPAs can earn up to 26.5 CPE credits for attending each Pre-Congress session, applicable General Sessions, and workshop sessions.

Recertification Credit HoursFPC and CPP designation holders can earn up to 26.5 RCHs for attending this conference, and up to an additional 15 RCHs for attending Virtual Congress; see page 23 for more information. Virtual Congress is free to APA Members and is included with your Congress registration. See page 20 for additional details.

Shirley Davis, Ph.D., CSP, SPHR, SHRM-SCP

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Education Tracks offer 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.

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.

wage payments and deductions: basics This 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.

u.s. taxation and formsThis track presents topics essential to the understanding of U.S. 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.

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.

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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 U.S. 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.

generation y designationGeneration Y, or Millennials, are on track to become the most educated generation in history. Gen Y-ers say it is “cool to be smart” and “knowledge” is what makes someone successful. These sessions are for people of any generation, but specifically for those who crave more professional development and a generous hand in advancing their career. Hear discussions from experienced professionals and get a jump on your career (as well as tips for staying on the path to success).

Payroll Processing

• Develop Your Payroll Internal Controls and Framework

• Electronic Payments: Latest Developments for an Efficient Payroll Process

• How to Change Payroll Cycles and Keep Your Friends Along the Way

• How to Reconcile and Reassure Your Executives' Total Pay

• IRS/SSA Reconciliations: What You Don't Know Can Hurt You

• Mergers and Acquisitions, Advanced

• Oops! How Do I Prevent That Payroll Error From Happening Again?

• Payroll Accounting: How Important Is It?

• Payroll Auditing Techniques

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

• Record Retention: More Control, Disposition of Records

• Compliance Research: How to Find Answers and Communicate to Management

• Keep It All Together, Keep It All Straight: Payroll Record Keeping Requirements

• Secrets of a Successful Year-end

• The 10 Most Common Payroll Pitfalls

• The Basics of Payroll Reconciliations

Payroll Compliance Tools

Wage Payments and Deductions

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

• Is Payroll in California That Difficult?

• Overpayments: What Can We Do?

• Telecommuting: Wage and Hour/Taxation Issues

• Too Many Deductions...Not Enough Pay

• Understanding How to Calculate Federal Taxes

• Voluntary Wage Assignments Law and Practice

• Wages Owed to Deceased Employees

• White Collar Exemptions Under the FLSA

• Garnishments, Levies, Student Loans, and More

• Managing Termination Pay

• The Nuts and Bolts of Child Support

• Wage and Hour: Compensable Time Issues

• An Introduction to Multi-State Taxation

• Are You Ready for Larger Penalties?

• Controlling Employer Factors to Keep SUI Rates Low

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

• Domestic Mobility

• Emerging Trends in Payroll Tax Administration

• Local Income Tax in Indiana and Ohio

• Local Income Tax in Pennsylvania

• Multiple Local Jurisdiction Withholding Requirements

• Supplemental Wages and Proper Taxation

Wage Payments and Deductions: Basics

U.S. Taxation and Forms

Visit APAcongress.com for complete workshop descriptions and the week's schedule.

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• Nonqualified Deferred Compensation Plans, Advanced

• Paid Sick Leave: From Perk to Mandate

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

• Stock Options and Equity Compensation Plans, Advanced

• Taxable and Nontaxable Fringe Benefits, Part 1

• Taxable and Nontaxable Fringe Benefits, Part 2

• Business Continuity Planning: It's Not Just Disaster Recovery Anymore

• Change Management Strategies to Ensure Successful Projects

• Cost Efficiencies

• Executive Compensation Audits: What Is the IRS Looking At?

• HR/Payroll/Time Metrics: Turning Data Into Meaningful Information

• Innovative Best Practices of Prism Award Winners

• Payroll Strategies for Success

• Quality Enhancements for Payroll

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

• Payroll Data on a Global Level

• Brexit: The Long Divorce and Insights Into Processing International Payroll

• Business Traveler Considerations for Payroll and Corporate Tax Departments

• Can You Afford the Global Payroll Compliance Risk?

• Developing a Strategy for Global Payroll Shared Services

• Global Mobile Employees and Equity Compensation

• Global Payroll Project Management: Live to Pay Another Day

• Global Payroll: Myths Resolved

• DOL Investigation: How Would You Stack Up?

• Economic Census

• Forum on Federal Payroll Issues, Part 1

• Forum on Federal Payroll Issues, Part 2

• Legislative Outlook and APA Lobbying 1

• Legislative Outlook and APA Lobbying 2

• State and Local Payroll: Key Developments and Research Tools

• Therapy 101: Form I-9 and E-Verify

• Top 10 Things You Need to Know About Employment Tax

• Understanding and Impacting the Legislative Process

• Using the Internet for Federal, State, and Local Payroll Research

• What's Old and New at SSA!

• Challenges of Health Care Industry Payroll

• FLSA Issues and Case Studies for the Government/Public Sector

• Fringe Benefits for Government Sector, Police, and Fire

• Payroll for Higher Education Institutions

• Payroll in the Hospitality Industry

• Process Automation of Today and Tomorrow

• Retail HOT Topics

• The One-Person Payroll Department

• What a Service Provider Needs to Know About Employment Tax

• Health Care Reform: What's Next

• Introduction to Stock and Stock Option Plans

• Nonqualified Deferred Compensation Plans, Basic

Global Forums

Executive

16

Benefits and Compensation

Industry Specific Forums

Government Affairs

• Global Payroll: Your Passport to Education

• Go Global Where You CAN and Local Where You MUST

• Introduction to U.S. Nonresident Alien Tax Withholding

• Managing Vendor Partnerships Worldwide

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

• Social Tax Compliance: A Global Payroll Challenge

• The State of Global Payroll: Facts, Fears, and the Future for Your Organization

• Understanding Tax Treaty Benefits and Limitations

• What You Need to Know About Global Data Privacy Regulations/Managing

• When Does a Visa Impact Withholding?

• Winning Globally: Discovery, Strategy, Governance, Part 1

• Winning Globally: Selecting a Payroll Delivery Model for Your Organization, Part 2

• Canadian Payrolls Nontaxation Issues

• Canadian Payrolls Taxation Issues

• Paying in the U.K.

• Payroll in Australia

• Payroll in China and Vietnam

• Payroll in France

• Payroll in India

• Payroll in Japan

• Payroll in South Africa

• Payroll in The Netherlands

• South Asian Payroll: Oddities and Compliance

• Taxable Benefits in Canada

• Termination Requirements in Australia

Expatriate Payrolls

17

• Expatriate Payroll 101: Everything You Need to Know to Get Started

• Expatriate Payrolls, Advanced

• Shadow Payrolls

• Understanding the Tax Equalization and Tax Protection Process

• AP Accounting and Month-End Accruals

• AP Internal Control and Auditing Techniques

• Form 1099-MISC Reporting: Federal and State Requirements

• Payroll/AP Best Practices: What Does This Really Mean?

• Unclaimed Property Reporting: What You Need to Know

• Understanding Payments to Foreign Workers

• Worker Classification Issues

• Yes! AP and Payroll Should Talk

• Compliance, Control, and Costs: The Three Cs of Workforce Management

• Data Breach Risk Assessment: The Road Less Traveled

• Enabling Strategic Success Through Cybersecurity Execution

• How Smart Payroll Can Change Everyday Payroll Processing

• Paperless Pay Compliance in 50 States

• Payroll Card Program Best Practices

• Payroll Data Privacy 101

• Payroll Fraud: Detect, Deter, Defend

Global Payroll: Country by Country

Accounts Payable

Technology

www.APAcongress.com

18

Thought Leadership

Leadership Series

*As of press time

• Payroll Fraud: How Fraudsters Are Attacking Payroll

• Preparing and Analyzing Requests for Proposal

• Punch in and Punch Out: Trends in Time and Attendance

• The CHRO/CFO Agenda on Digital Payroll

• Top 10 Cybersecurity Concerns That Businesses Always Ask About

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

• Advanced Career-Building Speaking Skills

• Communication: I Can't Believe I Just Said That!

• Developing a Cohesive Team

• Documenting Your Procedures and Processes

• Emotional Intelligence

• Exceptional Customer Service for Payroll Professionals

• Followership: A Path to Leadership

• How to Turn a Payroll Disaster Into a Payroll Win

• Identity Theft: Who's Spying on Your Company?

• Just in Time Scheduling: What Every Employer Should Know

• Let's Talk: Giving Feedback

• Maximize Millennials in the Workplace

• Mentoring and Making It Work for Everyone

• Metrics: How to Begin to Tell Your Story

• Myths, Misconceptions, and Untruths of Payroll

• Negotiations: Principles and Applications for Payroll

• New Employee Scheduling Laws Affect Payroll: What You Should Know

• New Payroll Manager? Enhance Your Management Skills

• Payroll Best Practices Recap

• Payroll Consulting as a Career: Is it Right for Me?

• Process Mapping: Driving Process Improvement

• Selling Yourself and Your Ideas

• Stand Up, Speak Out, Career Success!

• Striking a Balance: In-Demand Hard and Soft Skills for Payroll Professionals

• Succession Planning and Emerging Generations

• The Career Launching Cube: Interns In Payroll

• The Perfect Partnership: Payroll and Human Resources

• Tips for Project Management

• Work/Life Balance: What Does That Mean?

• You Have Reached Your Peak! Now What?

• Chapters Are Forever

• Hotline Referral Committee Meeting

• Make a Difference Through Volunteer Committees

• Payroll Source Plus Demonstration and Q&A

• PayTrain Overview

• Prepare Yourself for the FPC and CPP Exams

• Social Media Best Practices for Payroll Professionals

• Talent Management Through Payroll Assessments

• Writing Questions for the FPC and CPP Exams

• Evolve Payroll From a Shared Service Into an Employee Benefit

• Navigating the New Prepaid Ruling: What Your Organization Needs to Know to be Compliant

• Power of One Unified Payroll, HR, and Time Tracking Solution

Part 1 Building a Winning, Welcoming, and High Performing Workplace Culture

Unconscious Bias in Decision Making

Part 2Mastering Your Reinvention in an Era of Disruption

Ten Cs to Achieving Career Success

Organization and Personal Management

Power Hour

Topics covered in two double sessions:

Four APA members have been training in the

ways of a true secret agent to stop an evil

villain who is out to ruin 21st century payroll

technology. In the months leading up to

Congress, each member will complete four

missions to test their skills of confidentiality,

knowledge, punctuality, resourcefulness,

precision, creativity, and preparation.

MEMBER GAME

Thursday, May 17 | 7:30 p.m. – 11:30 p.m.

Earn your License to Party at this year’s after-

hours event. DJ Shai will return, spinning beats

fit for any high clearance level agent.

Hone your spy skills at the interactive stations

or maybe try your hand at a game of chance.

Either way make sure to show your allegiance

to MI6 with your best Bond or International

Spy, dazzle us with your High Society Style, or

scare us with your most frightening Villain.

WHO PAID MEWHO PAID ME

Juanita Trotter, CPP J Money

Ronald Gilson, CPP Otto Pay

Ansleigh Smith, CPP Miss Calculations

Deborah Laidler, CPP Agent Eye-9

Follow the agents-in-training at www.facebook.com/AnnualCongress.

19

* Discount does not apply to One-, Two-, or Three-Day passes. ** Virtual Congress is free to APA Members. Colleagues and Non-Members: join APA and receive a free registration to Virtual Congress.

†Join APA when you register for Congress and receive a Free Virtual Congress Registration ($1,850 Member price + $254 Membership Dues + Free Virtual Congress = $2,104)

††Join APA when you register for Congress and receive a Free Virtual Congress Registration ($1,900 Member price + $254 Membership Dues + Free Virtual Congress = $2,154)

Additional Item Available for Purchase Expo Cocktail Reception/Dinner and License to Party: May 17, $100 per guest (Must be 21 and older to attend.)

For Registration Questions: Call Membership Services at (210) 224-6406, M-F, 8 a.m. – 6 p.m. CT or Email [email protected]

Register Online: www.APAcongress.com

Invest in your success. Invest in APA Membership.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, plus FREE Virtual Congress registration

SUPPORTNetworking with over 20,000 members through local chapters, special events, and social networking communities

Join the APA when you register for Congress.

20

ONE-DAY PASS

$530

TWO-DAY PASS

$1,060

THREE-DAY PASS

$1,590

ALL-ACCESS PASS(5 DAYS + VIRTUAL CONGRESS)**

$1,850

$1,900

Save $50 when you register between January 1 and April 18, 2018*

Register on or after April 19, 2018

ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS


$600$1,200$1,800$2,000†

$2,050††



$675$1,350$2,025$2,150†


$2,200††


ONE-DAY PASS

TWO-DAY PASS

THREE-DAY PASS


Event Code: 18CONGRS Fees

All-Access Pass SAVE $50 when you register by April 18

MEMBER: $1,850COLLEAGUE: $2,000NON-MEMBER: $2,150

After April 18Add $50 to the above rates when you register April 19 – May 18

Three-Day PassMEMBER: $1,590COLLEAGUE: $1,800NON-MEMBER: $2,025

Two-Day PassMEMBER: $1,060COLLEAGUE: $1,200NON-MEMBER: $1,350

One-Day PassMEMBER: $530COLLEAGUE: $600NON-MEMBER: $675

Guest Registration

Expo Cocktail Reception/Dinner and License to Party on May 17: $100 per guestGuest Name: ____________________________ Guest Name: ____________________________ $ _________

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

One-year Membership Dues & Fees + Virtual Congress, if applicable: $254 Use the Member price for Congress when calculating your total.

$ _________

$ _________

Total Payment: $ _________

36th Annual Congress – Registration Form Register and make housing reservations at: www.APAcongress.com

Name: ❏ Ms. ❏ Mr. _________________________________________________

Title: _________________________________________________________________

Organization: _________________________________________________________

Street Address: ________________________________________________________

City: __________________ State/Province: ________ Country: _____________

Zip + 4-digit/Postal Code: ______________________________________________

Telephone: ____________________________________________________________ (Area/Country Code)

Fax: __________________________________________________________________ (Area/Country 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 Member’s ID #: __________________________________________________ (Update your contact information at www.APAcongress.com)

❏ I am a COLLEAGUE of an APA MEMBER (at the same street address) Colleague’s ID #: ______________________________________________________

Member’s Name: ______________________________________________________

Member’s ID #: _______________________________________________________

❏ I am NOT an APA Member or Colleague❏ I would like to join APA at this time AND register for the conference and Virtual Congress at the special APA member price One-Year Annual Membership Dues* . . . . . . . . . . . . . .$ 219 One-Time Enrollment Fee . . . . . . . . . . . . . . . . . . . . . . . . $ 35

Special Dietary Request: ❏ Vegetarian ❏ Gluten-Free ❏ Kosher ❏ Peanut Allergy

❏ Dairy Allergy ❏ Halal

❏ 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 #: _______________ C/P: _________________ Total: $ ________________

Registrant Information

*Membership dues are subject to change without notice and are nonrefundable. Membership is on an individual basis; corporate memberships are not available. 100% of membership dues are deductible as an ordinary business expense. Membership officially begins when payment is received.

Members of the American Payroll Association receive PAYTECH magazine as part of their annual dues of $219, $50 of which is allocated for their subscription to PAYTECH, which isnonrefundable therefrom.

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.

E M T: 9 VLast updated November 2017

1

❏ I agree to the cancellation policies found at www.americanpayroll.org.

❏ PURCHASE ORDER #: ____________________________________________________ (for government agencies/universities only)

❏ Make CHECK payable and mail to: American Payroll Association

c/o Membership Services660 North Main Avenue, Suite 100

San Antonio, TX 78205-1217 If you require special services, please call Membership Services at(210) 224-6406, M-F, 8 a.m. – 6 p.m. CT, at least 21 days in advance of the event.

Payment Information

Order Form

Payment in U.S. dollars must accompany registration form.Currency Converter: www.xe.com

Three Enrollment Options:❏ Online ❏ Fax ❏ Mailwww.APAcongress.com (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 U.S. dollars must accompany your registration. (Currency Converter: www.xe.com) Registration for the full week includes access to all handouts provided by speakers and the following meals and special events: • Pre-Congress Luncheon and 3 Workshop Sessions, May 15 • 10 Congress Workshop Sessions and all keynote and special guest speakers • Expo and Global Pavilion Opening Cocktail Reception, May 16 • Lunches, May 16-18 • Expo Cocktail Reception/Dinner and License to Party, May 17

Registration for One-, Two-, or Three-Day passes includes workshops, meals, and entrance to the Expo. Evening events are not included.Please note: • May 15 is reserved for hospitality parties or an evening on your own in the National Harbor area. • Only adults 21 and older will be admitted to the License to Party on May 17.

Special Meal Requests

By requesting a special meal (excluding vegetarian and gluten-free) and indicating the meal functions you will be attending, you confirm that you will be eating your special request meal purchased by APA on your behalf. There is no additional charge for the special request meal(s), unless you elect not to eat it, fail to pick up the special request meal, or eat a regular attendee meal in its place. In any of these instances, you will be invoiced $50.00 for each special request meal that you ordered. Vegetarian, gluten-free, kosher, and Halal meals will be limited onsite. Special meal requests not selected at the time of registration may not be honored onsite.

Cancellations/Substitutions

Because Congress is always fully booked, APA cannot honor cancellations or refunds. However, you may substitute another member or colleague from the same street address by faxing a letter to us at (210) 224-6038 with the following information: original registrant’s name, new (substitute) registrant’s name, title, company name, full street address, and phone number. If you are unable to attend and cannot find a substitute, notify us in writing by April 16, and you will be issued a credit 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. For all substitutions, you will be responsible for the difference in price, if applicable.

Granting Attendee Registration and Admission

APA, or their officially designated event management, in their sole discretion, reserves the right to accept or decline an individual's 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 APA’s or event management’s 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 License to Party on May 17 may be pre-purchased with an attendee’s registration, or may be purchased at the onsite registration booth by 5:00 p.m. on May 16. Guest must be 21 and older to attend.

Hotel Accommodations

Visit www.APAcongress.com to make your Congress hotel reservations. Gaylord National Resort & Convention Center 201 Waterfront St. National Harbor, MD 20745All Congress housing reservations must be made through the Congress Housing Bureau. Hotel reservations must be made by April 23, 2018, to ensure availability at the group rate. Rooms and group rates may not be available after this date. After April 23, 2018, call the Congress Housing Bureau at the numbers listed for assistance in locating accommodations.ONLINE: www.APAcongress.com (follow links to “Housing”)PHONE: (888) 266-7660 (toll-free in the U.S.) Please refer to the Housing Reservation Form for additional information on booking hotel reservations.

Dress Code/Weather

All Congress events are business casual with the exception of Thursday’s License to 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 Gaylord National Resort & Convention Center will be

cool; you may wish to bring a sweater or jacket for your personal comfort. The average high

temperature in May in National Harbor is 75˚F and the average low is 56˚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 Charles Town

West Virginia Chapter, Charm City Payroll Association, and Washington Metropolitan Area

Chapter. Chapter members will be available to share with you all of the fun and exciting

options National Harbor 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

APA has partnered with Super Shuttle for Congress attendees to receive a discount off of

their round trip travel to/from Ronald Reagan Washington National Airport (DCA). The

APA group code and fare information can be found at www.APAcongress.com.

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

CPPs and FPCs: After attending the 36th 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 26.5 RCHs and 2.65 CEUs.

Retain the “thank you for attending” 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: www.learningmarket.org. No prerequisites or advance

preparation required. Delivery method: Group-live. Program level: Overview. The

American Payroll Association’s 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.

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Virtual Congress is free to APA Members and is included with your Congress registration. See page 20 for additional details.

2 0 1 8 V I R T U A L

Virtual Congress & Expo is a companion to APA’s Annual Congress, created to provide an educational and networking alternative for those who are unable to attend the physical event. The 2018 Virtual Congress & 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.

On DemandAvailable through August 24

Two Live DaysMay 23-24

Attend two General Sessions, a Thought

Leadership Session, and choose from

eight exclusive 90-minute Educational

Virtual Workshops led by our industry’s

leading subject matter experts.

Earn up to 15 RCHs

Sponsored by:

an company

may 15 - 19, 2018 - american payroll association...

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