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The payroll world is
yours to explore.
www.APACongress.com
Congress Sponsors include:
WELCOME campers!
This year, payroll professionals from all over the
world will make their way to the American Payroll
Association’s 38th Annual Congress. For four
days, both first-timers and returning attendees
alike will be on the trail of a payroll adventure
that will challenge, educate, define, and refine
the skills critical to professional survival on
the changing terrain of the payroll industry.
What makes Congress special? Congress
attendees are participants, not spectators, in
over 180 educational workshops (over 50 new
topics for 2020!), general sessions featuring CONTENTS
unforgettable speakers, and an industry expo (the
world’s largest for payroll and AP!) showcasing Agenda | 4
technologies that are shaping the future of payroll. Keynotes | 6
Add to all of that the many networking events, Federal Government Executive Session | 8
where meaningful connections and memorable Special Guest Speakers | 9
moments abound, and you’ve got an immersive Expo | 10
experience that will empower you to discover Sponsors | 11
career-enhancing resources and opportunities Highlights | 12
within your own professional community.
Education | 14
Sincerely, Must-Attend Workshops | 19
Registration Details | 20
Virtual Congress & Expo | 21
Registration Form | 22
Dan Maddux, Executive Director,
American Payroll Association Important Congress Details | 23
SPECIAL THANKS
to the APA Board of Advisors Planning Your Week
for their contribution to the To complete your registration, you’ll
38th Annual Congress need to complete the following online:
Lori Brown, CPP 1. Registration
Timothy Cochran, CPP Register at www.APAcongress.com.
Melineé Cody, CPP
Jennifer Cordes, CPP 2. Hotel Reservations
the
Carrie Louise Hovell, CPP Your online hotel reservation must be received by
than April 6, 2020. Room s and
Housing Bureau no later
Abbey Moran, CPP be available after this date.
group rates may not
Christine Ness, CPP
Jon Schausten, CPP 3. Workshop Selection
ssed,
Tim Walstrum, CPP After your registration with payment has been proce
ebruary with a link to the
you will receive an email in late-F
ion proce ss. Make sure you print a
online workshop select
copy of your selections for your record s.
Questions?
All Congress events will be held at the Please contact Customer Service at (210) 224-6406,
Gaylord Palms Resort & Convention Center to
M – F, 8 a.m. – 6 p.m. CT, or email your questions
6000 W Osceola Parkway APA_ Event s@am ericanpayro ll.org.
Kissimmee (Orlando), FL 34746
ORLANDO
While Orlando is renowned worldwide for its tropical climate, theme parks,
and relaxed lifestyle, the region is also one of the top 10 locations in the
country for business. Getting to Orlando is a breeze thanks to Orlando
International Airport (MCO), which was named the No. 1 mega airport in
the U.S. in terms of customer satisfaction.
www.APAcongress.com 3
AGENDA
Monday, May 4
2:00 p.m. – 7:00 p.m. Registration/Check-in
5:00 p.m. – 6:00 p.m. Orientation
6:00 p.m. – 7:00 p.m. Tweet Up
TUESday, May 5
7:00 a.m. – 6:00 p.m. Registration/Check-in
7:00 a.m. – 8:00 a.m. Registration for Annual Business Meeting
8:00 a.m. – 9:15 a.m. Annual Business Meeting Open to all association members
8:15 a.m. – 9:15 a.m. Workshop Session 1 (60 minutes)
9:30 a.m. – 11:00 a.m. Workshop Session 2 (90 minutes)
11:15 a.m. – 12:45 p.m. Welcome Luncheon Sponsored by
1:00 p.m. – 2:00 p.m. Orientation
1:00 p.m. – 2:00 p.m. Workshop Session 3 (60 minutes)
1:00 p.m. – 3:00 p.m. Professional Development Lounge Sponsored by
2:15 p.m. – 3:45 p.m. Workshop Session 4 (90 minutes)
4:00 p.m. – 4:45 p.m. Spouse and Guest Information Meeting
4:00 p.m. – 5:45 p.m. Opening General Session
WELCOME REMARKS
Dan Maddux, Executive Director, American Payroll Association
Jodi Parsons, CPP, Immediate Past President, American Payroll Association
Lois Fried, CPP, President, American Payroll Association
INDUSTRY EXPERT PRESENTATION
Brent Gow, CPP • "Your Future in Payroll Requires Expanded Knowledge and Skills"
KEYNOTE
Alison Levine • "On the Edge: The Art of High-Impact Leadership" Sponsored by
Wednesday, May 6
7:00 a.m. – 6:00 p.m. Registration/Check-in
8:00 a.m. – 9:30 a.m. Federal Government Executive General Session
8:00 a.m. – 9:30 a.m. Workshop Session 5 (90 minutes)
9:00 a.m. – 11:00 a.m. Professional Development Lounge Sponsored by
9:45 a.m. – 11:15 a.m. Workshop Session 6 (90 minutes)
11:30 a.m. – 1:00 p.m. General Session Luncheon
INDUSTRY EXPERT PRESENTATION
Kira Rubiano • "Cultural Currency"
KEYNOTE
Mark Scharenbroich, CSP, CPAE • "The Seven Secrets to Survive Camp Payroll
by World Famous Camp Counselor Wally Bowers"
1:15 p.m. – 2:15 p.m. Workshop Session 7 (60 minutes)
2:30 p.m. – 5:45 p.m. Expo and Global Payroll Pavilion Grand Opening and Cocktail Reception
6:30 p.m. – 8:00 p.m. Chapter Exchange Reception and Awards Sponsored by
4 #paycon
THURSday, May 7
7:00 a.m. – 12:00 p.m. Registration/Check-in
8:00 a.m. – 9:00 a.m. Workshop Session 8 (60 minutes)
9:00 a.m. – 11:45 a.m. Expo and Global Payroll Pavilion Open
Global Reception Sponsored by
12:00 p.m. – 1:45 p.m. General Session Luncheon
INTRODUCTORY REMARKS
Dan Maddux, Executive Director, American Payroll Association
INDUSTRY EXPERT PRESENTATION
Davida Lara, CPP • "My Journey to Becoming a Payroll Executive"
KEYNOTE
Tarun Wadhwa • "Money, Work, and Life in Exponential Times"
Sponsored by
2:00 p.m. – 3:00 p.m. Workshop Session 9 (60 minutes)
2:00 p.m. – 4:00 p.m. Professional Development Lounge Sponsored by
3:15 p.m. – 4:15 p.m. Workshop Session 10 (60 minutes)
4:15 p.m. – 6:30 p.m. Expo and Global Payroll Pavilion Open
Cocktail Reception
Exhibitor Prize Drawing
6:45 p.m. – 7:45 p.m. Dinner
8:00 p.m. – 11:45 p.m. Party
Sponsored by
FRIday, May 8
7:00 a.m. – 12:00 p.m. Registration/Check-in
8:00 a.m. – 9:00 a.m. Workshop Session 11 (60 minutes)
9:15 a.m. – 11:00 a.m. Expo and Global Payroll Pavilion Open
Exhibitor Prize Drawings
11:15 a.m. – 12:15 p.m. Workshop Session 12 (60 minutes)
12:30 p.m. – 2:00 p.m. Awards Luncheon Sponsored by
GUEST SPEAKERS
Patricia Fripp, CSP, CPAE
Moderator
Kristine Willson, CPP
2019 Payroll Woman of the Year
Jeffrey Hill, Ph.D., CPP, PMP
2019 Payroll Man of the Year
2:15 p.m. – 3:15 p.m. Workshop Session 13 (60 minutes)
3:30 p.m. – 4:45 p.m. Closing General Session
KEYNOTE
Kay Frances, CSP, MBA • "Stress Less, Laugh S'more, and Embrace Change"
Sponsored by
All times are Eastern Daylight Time (EDT). www.APAcongress.com 5
KEYNOTES
“On the Edge: The Art of High-Impact Leadership”
Imagine yourself on the highest mountain in the world. You have to
deal with the physiological effects of extreme altitude, bone-chilling
temperatures, battering winds, and a climbing team that’s counting
on all of its members to make smart decisions. There’s simply no
room for poor judgment. In any situation where the stakes are
exceptionally high, there’s no better training ground for leaders than
settings where people are pushed beyond their perceived limits.
Drawing on her experience as team captain of the first American
Women’s Everest Expedition, Alison Levine will make a compelling
case that the leadership principles that apply in the world of extreme
adventure also apply to today’s rigorously competitive business
environments.
Sponsored by
“The Seven Secrets to Survive Camp Payroll by
World Famous Camp Counselor Wally Bowers”
Join Emmy Award winner and Hall of Fame Speaker Mark
Scharenbroich as he introduces his alter ego, “World Famous Camp
Counselor Wally Bowers.” This over-the-top parody will have you
laughing, learning, and fully engaged as Wally Bowers welcomes
you to Camp Payroll! He'll share some valuable insight on earning
the camp equivalent of merit badges in the world of business, as
well as advice on leadership, team management, decision-making,
and much more. You'll come away with a backpack full of new ideas
on how to succeed at your company and in the payroll industry.
“Stress Less, Laugh S'more, and Embrace Change”
The only constant in the universe is change. The world is
going to change with or without us, so we may as well enjoy
the ride! Motivational humorist and author Kay Frances, CSP,
MBA, has discovered that people who learn to embrace change
are happier, healthier, and more productive in their work and
personal life. In this fun, lively, and interactive presentation,
Kay will use humor, stories, and music to illustrate three simple
strategies to improve your reactions to change and allow you to
welcome change as a new adventure.
Sponsored by
6 #paycon
Thursday General Session Luncheon
Tarun Wadhwa
“Money, Work, and Life in Exponential Times”
Information and data are fueling a revolution that is
changing how we interact and exchange. Covering
advancements in machine learning, digital forgery,
identity, blockchain, and connected devices, Tarun
Wadhwa explores the progression of exponential
technologies, how they are impacting industry and
society, and how we can benefit from these disruptions.
With insight into what the future of work and pay will
look like, how the role of employees will evolve, and
how companies will undergo fundamental change,
you’ll learn what the driving forces are behind
these technologies and what they mean for you.
Sponsored by
Want to hear more from Tarun Wadhwa?
Choose "The Digital Transformation of Who We Are"
for your Session 10 workshop selection.
Tarun Wadhwa is an entrepreneur, academic, and acclaimed writer who is working at the
intersection of technological advancement, innovation, global growth, security, and public
policy. He is currently a Visiting Fellow at Emory University’s Department of Political Science
and a Visiting Instructor at Carnegie Mellon University’s College of Engineering in Silicon Valley.
Tarun’s Day One Insights, is a strategy and advisory firm he founded around technological
convergence, corporate reinvention, and social impact. This work focuses on trends that are
overturning established industries; developments in cybersecurity, privacy, and surveillance; and
the impact of technological advancements on legal systems and societal institutions.
www.APAcongress.com 7
Federal Government
Executive Session
INVITED
Charles P. Rettig, Esq. Eugene Scalia, Esq.
Commissioner Secretary
Internal Revenue Service Department of Labor
Chuck Rettig is Commissioner of the IRS Eugene Scalia became Secretary of Labor in
responsible for the nation’s tax system, with September 2019. He previously served as Solicitor
approximately 80,000 employees and an $11 of Labor, the Department of Labor's principal legal
billion budget. His mission includes improving officer, working in President George W. Bush's
taxpayer services while respecting taxpayer Administration. As solicitor, he pursued initiatives
rights. Rettig is particularly interested in increasing to protect low-wage workers, reduce unnecessary
stakeholder engagement. With the enactment regulatory burdens, and enhance enforcement of
of the Taxpayer First Act in 2019, Commissioner workplace safety laws. Prior to his confirmation
Rettig is tasked with modernizing the IRS's as Secretary of Labor, Scalia was a lawyer with
technology systems and developing a plan to a national reputation as an expert in labor and
restructure the IRS to better serve taxpayers. employment law.
Can't stay the whole week?
Sign 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.
8 #paycon
industry expert
presentation
Tuesday Wednesday Thursday
"Your Future in Payroll Requires "Cultural Currency" "My Journey to Becoming a
Expanded Knowledge and Skills" Payroll Executive"
Kira Rubiano
Brent Gow, CPP Head of International Payroll Davida Lara, CPP
Managing Partner Management Department Executive Vice President,
BRGow & Associates, LLC and Head of US CRM Hub Payroll Services
Entertainment Partners
Auxadi
SPECIAL GUEST SPEAKERS
Lois Fried, CPP Jodi Parsons, CPP
President Immediate Past President
American Payroll Association American Payroll Association
Patricia Fripp, CSP, CPAE Kristine Willson, CPP Jeffrey Hill, Ph.D, CPP, PMP
Moderator 2019 Payroll Woman of the Year 2019 Payroll Man of the Year
www.APAcongress.com 9
EXPO
Welcome to the World’s Largest Payroll Expo
As one of Congress’ most anticipated features, the Expo is the center of the Congress hub. More than 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.
WEDNESDAY, MAY 6 THURSDAY, MAY 7 FRIDAY, MAY 8
Expo and Global Payroll Expo and Global Payroll Pavilion Open Expo and Global Payroll
Pavilion Grand Opening and 9:00 a.m. – 11:45 a.m. Pavilion Open
Cocktail Reception 9:15 a.m. – 11:00 a.m.
SPECIAL EVENTS
2:30 p.m. – 5:45 p.m. Global Reception Sponsored by SPECIAL EVENTS
9:00 a.m. – 10:00 a.m. Exhibitor Prize Drawings
10:30 a.m. – 11:00 a.m.
4:00 p.m. – 6:30 p.m.
SPECIAL EVENTS
Cocktail Reception
4:15 p.m. – 6:30 p.m.
Exhibitor Prize Drawings
5:30 p.m. – 6:30 p.m.
2020 Congress Exhibitors*
Accountemps and Robert Half Deloitte Consulting, LLP Kronos Incorporated rapid! PayCard
Finance & Accounting eMP10, LLC Labor Management Institute Rizing
Accu-Time Systems, Inc. Emptech LTtax, Inc. SALT Payroll Consultants, Inc.
activpayroll, Inc. Enquiron MasterTax, LLC Sikich LLP
ADP, LLC Equifax Workforce Solutions Money Network, A First Society for Human
ANTS ExpensePort Data Company Resource Management
AOA Medical FBG Holdings Nacha – The Electronic Stipenda
Ascentis Payments Association Symmetry Software
Federal Office of Child
Auxadi Support Enforcement Neeyamo Thomas & Company
Bloomberg Tax and Accounting Fintwist by Comdata NEOGOV TimeClock Plus
Blue Marble Global Payroll FMP Global Netspend TIMECO
Branch App Greenshades Software NGA Human Resources uConfirm
Brink's Money GT Global Tracker NOVATIVE SA U.S. Bank
Business Software, Inc. Guardian HR OneSource Virtual USCIS - Verification Division
Canadian Payroll Association, The H&R Block PayActiv Ultimate Software
Ceridian HIREtech Paychex Vertex, Inc.
Chetu, Inc. i2Verify Payslip Limited Villanova University
CIC Plus, Inc. Immedis PayTrain® Workday, Inc.
CloudPay Instant Financial Pensionmark WorkForce Software
CMI Time Management iSolved Points North
Corporate Cost Control JAT Software Proliant
D2Xchange Jobing.com
DailyPay, Inc.
10 #paycon *As of press timeSPONSORS*
DIAMOND
LEVEL
SAPPHIRE
LEVEL
SILVER
LEVEL
*As of press time www.APAcongress.com 11HIGHLIGHTS
Networking Events
Congress Orientation Annual Business Meeting
Attending for the first time? Give the Congress All association members are invited to attend the
Orientation Session top priority! Presented by Congress American Payroll Association’s Annual Business Meeting
veterans, you’ll get important information, plus valuable on May 5, 8:00 a.m. – 9:15 a.m.
tips, on making the most out of your Congress
experience. Plan to attend one of two sessions offered Awards Ceremonies
on Monday, May 4, 5:00 p.m. – 6:00 p.m., or Tuesday, Members are the lifeblood of the APA. The success of
May 5, 1:00 p.m. – 2:00 p.m. the association and the advancement of the payroll
profession are not possible without the efforts of our
Chapter Exchange Reception and Awards volunteers. APA will honor these exceptional achievers
Join other payroll professionals from over 120 active APA in special awards ceremonies throughout the week.
chapters across the country at this annual networking
event. APA’s Board of Advisors will also be on hand to Annual Congress Party
meet you at this highly anticipated event on Wednesday, Come ready to make some memories at the Annual
May 6, 6:30 p.m. – 8:00 p.m. Congress Party on Thursday, May 7, 8:00 p.m. – 11:45 p.m.
Sponsored by
Sponsored by
The Chapter Contest Awards will be announced during Resources
the Chapter Exchange Reception. Be there to hear about
New Workshops
all of the chapters’ success and hard work and see who
Be on the lookout for more new workshops (over 50!)
will win the coveted Chapter of the Year Award. Let’s
added to your education choices this year. You'll recognize
»
celebrate all of the 2019 chapter accomplishments.
them by the orange arrows ( ) on pages 14-18.
Chapter Pictorials
Federal Government Executive
Video monitors throughout the convention center will
showcase all of the creative and colorful local chapter
General Session
pictorial presentations that were entered in the 2020 Hear from key players in the current administration
Chapter Pictorial Contest. Each unique photo montage at this year’s Federal Government Executive General
slide show reflects the activities and events APA’s Session on Wednesday, May 6, at 8:00 a.m. You won’t
individual chapters participated in throughout 2019. want to miss this discussion of the issues that impact
payroll management and how they are working to
implement change.
Social Media @ Congress
Expand your network and meet social media Leadership Excellence Series
enthusiasts at the Congress Tweet Up, Monday, May Join renown motivational speaker,
4, 6:00 p.m. – 7:00 p.m. Need some social media entrepreneur, and author Pegine in
training? Stop by the Tweet Up and the members this year's newly revamped Leadership
of the APA's Social Networking Committee will Excellence Series. You won't soon forget
be happy to show you how to get the most out this exhilarating journey, celebrating the
of social media during your week at Congress. Be Pegine "unique" in each one of us and how to
sure to use #paycon on your social media posts. communicate its value to manifest success. Attend one
or all four of these widely acclaimed sessions.
12 #payconWorld's Largest Payroll Expo Spouse and Guest Information Meeting
Where’s the best place to learn about the latest All guests of registered participants are invited to a
in payroll products, technologies, and tools? special spouse and guest meeting on Tuesday, May 5,
The Expo! Be there on Wednesday, May 6, for 4:00 p.m. – 4:45 p.m. They'll learn from local experts
the Grand Opening and Cocktail Reception. all the fun things they can do in Orlando while you're
receiving top-notch education.
Global Payroll Management Forum
The Global Payroll Management Institute’s 5th Annual Earn up to 20 CPE Credits
Global Payroll Management Forum is provided in CPAs can earn up to 20 CPE credits for attending each
tandem with APA’s Congress. Join international applicable General Session and workshop sessions.
attendees and exhibitors for thought leadership
sessions, workshops, and knowledge sharing. The Recertification Credit Hours
Global Payroll Management Forum includes entry into FPC and CPP designation holders can earn up to
the world’s largest payroll Expo, including a Global 20 RCHs for attending this conference, and up to an
Pavilion of payroll service providers and solutions. additional 21 RCHs for attending Virtual Congress. Virtual
Go to GPMInstitute.com for more information. Congress is included with your All-Access Congress
registration. See page 20 for additional details.
Congress App
Download the free Congress 2020 app to view Congress Registration
the latest schedule, look up details on speakers All Congress attendees who purchase an All-Access
and sessions, search for Expo information, message Pass will also receive a Virtual Congress registration.
other attendees, and much more! Colleagues and Nonmembers purchasing an All-Access
Sponsored by Pass will receive a Virtual Congress registration AND
a 1-year APA membership.
Congress Today
Congress Today is the award-winning printed and
online magazine that provides 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 at CongressToday.org
– for your Congress news and highlights.
Sponsored by
Professional Development Lounge
The Professional Development Lounge is a
specialized area designed to enhance your personal
and professional skills. Visit the Lounge May 5-7
to network, learn, and unwind. To see what's on
the schedule, check open hours, and more, go to
apacongress.com.
Sponsored by
www.APAcongress.com 13EDUCATION*
Over 180 workshops are offered in 17 different Education Tracks. High-level discussions will be offered in
60-minute sessions, while 90-minute sessions will take a deeper dive into topics. Over 50 new workshops
(indicated by » ) have been added this year. Visit APAcongress.com for complete workshop descriptions
and the week's schedule.
Payroll Processing Payroll Compliance Tools
This essential track presents topics critical to the Is your goal to have a penalty-free payroll? In this
efficient operation of the payroll process. Subjects track you will learn how to identify compliance issues
range from internal controls to electronic payment and resolve them before your organization is subject
methods and reconciliations. to penalties.
60-minute sessions 60-minute sessions
» Payroll Health Check: Diagnose the Ailments
Preventing High Performance
Compliance Research: How to Find Answers and
Communicate to Management
Payroll Models: Insourced vs. Outsourced – What Keep It All Together, Keep It All Straight: Payroll
Works Best for Your Organization? Recordkeeping Requirements
» Same Day ACH – It's Not Just for Emergency Payroll » Managing Independent Contractors in the New
Gig Economy
The Infamous Rules Behind Direct Deposit and
Same-Day ACH Secrets of a Successful Year-end
The Basics of Payroll Reconciliations
90-minute sessions
» Advanced Accounting Wage Payments and Deductions
IRS/SSA Reconciliations: What You Don’t Know Can Hurt You
This track presents topics critical to ensuring that
» Mergers and Acquisitions employees are paid accurately. Subjects range from
regular rate of pay and handling overpayments to
Payroll Accounting: How Important Is It?
child support and other mandatory deductions.
60-minute sessions
e-IWO: The Journey to Paperless Child Support Orders and
More Begins Here
Garnishments, Levies, Student Loans, and More
» It Is Gonna Happen – Triage for Mishandled
Garnishments
Managing Termination Pay
Overtime Under FLSA: Regular Pay vs. Regular Rate of Pay –
Are You Calculating Correctly?
» Wage and Hour – Changing Rules of the Game
White Collar Exemptions Under the FLSA
90-minute sessions
California Payroll: Experts Address Updates, Issues,
and Your Questions
Telecommuting: Wage and Hour/Taxation Issues
The Nuts and Bolts of Child Support
Understanding Calculations From Basic to Complex
Wages Owed After an Employee Dies
» Wrapping Your Head Around Compensable
Time Issues
14 #paycon *As of press timeEducation
» New workshop for 2020
U.S. Taxation and Forms Industry Specific Forums
This track presents topics essential to the Are you in a special industry or have a special
understanding of U.S. payroll taxation and reporting interest? These forums discuss the hot topics and the
compliance. Subjects range from third-party sick pay unique issues of special interest to practitioners in a
to multi-state taxation. variety of trades and industries.
60-minute sessions 60-minute sessions
» An Employer's Guide to Managing
Unemployment Taxes
Agricultural Payroll: Issues, Challenges, and Best Practices
Challenges of Health Care Industry Payroll
Correcting the W-2: Form W-2c to 941-X and More Change Management for Shared Service Environments
Legislative and Regulatory Trends Affecting Government Sector Best Practices: Fringe Benefits, Time
Employer Reporting and Attendance, Plans 457(b) and 403(b)
Local Income Tax in Indiana and Ohio How Payroll Service Providers Interact and Partner
Local Income Tax in Pennsylvania With the IRS
Nexus: How It Impacts Your Payroll Manufacturing Industry Hot Topics
Payroll Changes in 2020 and Beyond » Mistakes You'll Never Make Again for Davis-Bacon
Compliance Tracking and Reporting
When Does a Visa Impact Withholding?
Payroll for Higher Education Institutions
90-minute sessions
» Payroll in the Hospitality Industry
» Federal and State Tax Calculations With the 2020 » Payroll Partnerships: Best Practice on Forming
Form W-4 Payroll/HR/Finance Friendships
» Local Taxes Around the U.S. The One-Person Payroll Department
150-minute session
An Introduction to Multi-State Taxation Benefits and Compensation
This track is for professionals looking for best
practices and trends in the field of benefits and
Government Affairs compensation, including the latest on fringe benefits,
This track is for professionals involved in maintaining stock options, cafeteria plans, and nonqualified
compliance. These sessions provide a thorough review deferred compensation plans.
of legislative and regulatory updates; explore the
60-minute sessions
expansion of electronic forms, filing and reporting;
and include the latest from the IRS, SSA, DOL, and Introduction to Stock and Stock Option Plans
other government agencies.
Nonqualified Deferred Compensation Plans, Basic
60-minute sessions
Payroll and 401(k) - Simplify, Outsource, and Protect
DOL Investigation: How Would You Stack Up?
Forum on Federal Payroll Issues, Part 1
» Taxable and Nontaxable Fringe Benefits, Part 3
Forum on Federal Payroll Issues, Part 2 90-minute sessions
Legislative Outlook and APA Lobbying 2 Nonqualified Deferred Compensation Plans, Advanced
Therapy 101: Form I-9 and E-Verify Paid Sick Leave: From Perk to Mandate
» Three Payroll Scams You Need to Watch Out For » State Disability and Paid Family Leave
Top 10 Things You Need to Know About Employment Tax Stock Options and Equity Compensation Plans, Advanced
What's Old and New at SSA Taxable and Nontaxable Fringe Benefits, Part 1
Taxable and Nontaxable Fringe Benefits, Part 2
90-minute sessions
» Fair Labor Standards Act: Wage and Hour
Nightmares, Case Studies, and Legal Updates
Legislative Outlook and APA Lobbying 1
www.APAcongress.com 15Education
» New workshop for 2020
Executive Payroll Edge: Global Payroll Project Management
This track is ideal for executives, vice presidents,
directors, and managers in payroll, finance, HR, and
» Risk and Control in Global Payroll Processes
technology. Topics include metrics, best practices,
change management, outsourcing, global perspectives,
» U.S. Employers and Global Payroll Challenges
on-demand pay, and techniques to help you and your 90-minute sessions
organization reach world-class performance.
Can You Afford the Global Payroll Compliance Risk?
60-minute sessions
Nonresident Alien Taxation and Withholding for J-1
Business Continuity Planning: It’s Not Just Disaster Exchange Visitors and F-1 Students
Recovery Anymore
» The Global Payroll Culture Map
» Global Payroll in the Digital Age The State of Global Payroll: Facts, Fears, and the Future for
How to Use Lean Tools to Eliminate Waste in Payroll Your Organization
Operations
Understanding Tax Treaty Benefits and Limitations
HR/Payroll/Time Metrics: Turning Data Into
Winning Globally: Discovery, Strategy, Governance
Meaningful Information
Innovative Best Practices of Prism Award Winners
Global Payroll: Country by Country
» Metrics and Measures: How to Get Started With KPIs Is your organization expanding globally? In this
Payroll Strategies for Success track you will learn the wage and hour and taxation
» Strategic Payroll: Better Benchmarking to Drive
Business Success
requirements of selected countries.
60-minute sessions
The Psychology of Change Management: More Than
Simply Communicating the Change
» Canadian Payroll From "Eh" to Z: What Every
American Employer Should Know
» The Use of SOX Controls for Both Public and
Private Companies
Canadian Payrolls, Nontaxation Issues
Canadian Payrolls, Taxation Issues
90-minute sessions » Navigating the Payroll Complexities Throughout
Latin America
Advanced Career-Building Speaking Skills
» Everything You Wanted to Know About Earned
Wage Access But Had No One to Ask
Paying in the U.K.
Payroll in France
» On-Demand Pay: Addressing Payroll's Concerns » Payroll in Ireland
Around This Inevitable Change
90-minute sessions
Payroll in Australia
Global Forums
These forums explore a wide spectrum of payroll, » Payroll in India
taxation, and related issues from a global perspective. » Payroll in Japan
» Payroll in Mexico
Topics include paying nonresident aliens, foreign
nationals, and expatriates; international employee
data privacy; and global risk management. Payroll in South Africa
60-minute sessions
» Payroll in Spain
» Conducting a Successful RFP for Going Global
» Danger Ahead: Navigating the Perils of
Global Employment
Expatriate Payrolls
Are you paying U.S. citizens or resident aliens working
» Engaging and Paying a Global Workforce outside of the United States? This track will provide
» Establishing
you the information to ensure you are taxing and
a Global Payroll Structure: Local, reporting wages and fringe benefits correctly. You
Regional, Global will learn when to withhold and report income, social
security, and Medicare taxes.
Global Strategic Alignment for HR and Payroll
Professionals 60-minute sessions
» How Employment Law Impacts International Payrolls Effectively Operating Shadow Payrolls
Is HCM Integration for You? Understanding the Tax Equalization and Tax
Protection Process
16 #payconEducation
» New workshop for 2020
90-minute sessions Preparing and Analyzing Requests for Proposal
Expatriate Payroll 101: Everything You Need to Know Using the Internet for Federal, State, and Local Payroll
to Get Started Research
Expatriate Payrolls, Advanced
Organization and Personal Management
For anyone seeking insights and perspective on a
Accounts Payable range of timely issues. This track offers vast options
This is the essential track for accounts payable for enhancing your interpersonal skill set, furthering
professionals and anyone who interfaces with AP. your professional development, expanding your
These sessions cover processes and practices critical leadership potential, and advancing your career.
to a successful accounts payable operation. Topics
include Forms 1099-MISC and W-9 as well as internal 60-minute sessions
controls, automation, and technology.
» Analytics...Technically, What You Need to Know
60-minute sessions Building Strong Careers Using SMART Goals
AP Accounting and Month-End Accruals Documenting Your Procedures and Processes
Payroll/AP Best Practices: What Does This Really Mean? Emotional Intelligence
Understanding Payments to Foreign Workers Ethics in Payroll
Worker Classification Issues
» Gen Zs in the Workforce – How Will It Impact Your
Workforce Strategy?
90-minute sessions
How to Establish a Shared Services Center
Forms 1099-NEC and 1099-MISC: Reporting Requirements
How to Gain Power at Work When You Have None
Unclaimed Property Reporting: What You Need to Know
How to Successfully Manage a Payroll of Any Size
Technology Implementing a New Tool? Start With Best Practices
This track is designed for IT, HRIS, and payroll
professionals and those who interact with them. » Jobs and AI Anxiety - The Future of Work: Adapting
to Technological Change
These sessions cover the latest technology, such
as paycards, electronic forms, artificial intelligence Leading During Crisis: Workplace Violence
(AI), and self-service internet portals, as well as
information security and emerging technology trends. » Leveraging
Workforce
Payroll to Embrace a Five-Generation
60-minute sessions
» Blocking Out the Noise: What Does AI and Machine » Make Using Analytics Applicable to You
Learning Mean for Payroll? Metrics: What, When, Where, Why, and How?
Combating Fraudulent Authorizations Myths, Misconceptions, and Untruths of Payroll
» Cybersecurity: Responding to Breaches » Payroll Analytics: What Your Payroll Data Can Tell
» Implementation Test Scenarios: Why It's So
Important and Tips for Success
You About Your Organization
Payroll Best Practices Recap
Paperless Pay Compliance in 50 States Payroll Consulting as a Career: Is It Right for Me?
Payroll Card Program Best Practices » Starting Over: How to Reengineer Your Payroll
Putting Smart Intelligence to Work for You The Importance of Effective Listening
» Show Me the Money! Tips for Project Management
» The Art and Science of Sending Sensitive Data » Who Wants to be a Millionaire 2.0
» The Digital Transformation of Who We Are* You Have Reached Your Peak! Now What?
What Every Payroll Professional Needs to Know About 90-minute sessions
Emerging Payroll Technologies
Developing a Cohesive Team
90-minute sessions Millennial Leadership
Blockchain, Mobile Payments, and the Future of Payroll Selling Yourself and Your Ideas
Administration
Stand Up, Speak Out, Career Success!
Digi...What? How to Prepare and Implement a
Digitalization Strategy *Supplemental workshop to the Thursday
Future Trends in Time and Attendance General Session with Tarun Wadhwa.
www.APAcongress.com 17Education Over 180 workshops are
offered in 17 different
» New workshop for 2020
Education Tracks.
APA Tools
Are 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.
60-minute sessions Payroll Processing Wage Payments
» Gaining New Chapter Officers
and Deductions
Hotline Referral Committee Meeting
Make a Difference Through Volunteer Committees Payroll Compliance
Tools
Payroll Source Plus Demonstration and Q&A
PayTrain®: Payroll Training at Your Command
U.S. Taxation Industry Specific
Prepare Yourself for the FPC and CPP Exams and Forms Forums
Talent Management Through Payroll Assessments
Writing Questions for the FPC and CPP Exams Government Affairs
» Your Brand and the Impact of Social Media
Leadership Excellence Series Benefits and Global Forums
Compensation
A premier professional development track for all
leaders and those who aspire to become leaders.
60-minute sessions Executive
» GEMS: Great Engaged Leaders Manifest Success
» GEMS: Great Engaged Leaders Manifest Success – Global Payroll: Accounts Payable
Deep Dive Country by Country
» Power Women V.A.L.U.E.
90-minute session Expatriate Payrolls
» Communicate Your V.A.L.U.E.
Technology APA Tools
Thought Leadership
Significant return on investment and overcoming
industry challenges with specific product solutions
are the focus of the Thought Leadership track. These
educational sessions showcase how organizations Organization and
Personal Management
implemented specific solutions that positively
impacted their bottom line.
60-minute sessions Leadership Excellence Thought Leadership
» Future-Proofing Your Global Payroll
Series
» Global Payroll Models in Detail:
Which Is Right for You?
» Solutions for Evolving Freelance Economy
» Would Your Boss Be Comfortable
With Asking You for a Loan?
18 #payconmust-Attend WORKSHOPS
An in-depth look at eight of the over 180 workshops.
Managing Independent Contractors Federal and State Tax Calculations
in the New Gig Economy With the 2020 Form W-4
As businesses become more reliant on gig Do you understand how the 2020 Form W-4
workers, the need to adhere to changing impacts both federal and state income tax
regulatory standards is critical. How can HR strengthen calculations? Learn how the information from the Form
its rigor around gig economy regulation? And what W-4 is used to calculate FITW, how states using the W-4
risks are unique to this segment of the labor market? have their SITW calculations change, and how to explain
This session outlines what employers, HR leaders, and how the calculation changes impact your employees.
specialists need to know to protect their business and
improve their ability to manage gig workers. Fair Labor Standards Act: Wage and
Hour Nightmares, Case Studies, and
State Disability and Paid Family Leave Legal Updates
Get updates on the latest developments for
The number of Fair Labor Standards Act claims filed in
short-term disability, FMLA, and state-funded
Federal Court have increased every year over the past
paid family leave. We’ll also spell out each state and city
six years. This workshop will shed light on some of the
program along with the benefits they provide.
most common wage and hour law violations, provide
real-world case study examples, and offer a legal update
The Global Payroll Cultural Map on how employers can take the necessary precautionary
Globalization has led to the rapid connection measures to try to avoid costly and time-consuming
of internationally based employees from all FLSA claims.
levels of multinational companies. Many payroll
managers have little understanding of how local culture Risk and Control in Global Payroll
impacts global interaction. During this session we will Processes
share practical insights on scheduling, task-based versus
relationship-based cultures, leadership styles as well as In this session, we share the best practices tools
how decisions are made. for risk management and control management
and how to deploy these in a common global payroll
On-Demand Pay: Adressing Payroll's process. Learn what it takes to setup a world-class risk
and control framework for their global payroll, regardless
Concerns Around This Inevitable of size, industry, geographical spread, or vendors utilized.
Change
Faster access to earned wages is appealing to workers Three Payroll Scams You Need
for many reasons including instant gratification for young to Watch Out For
workers, while providing those who live paycheck to
The evolution of digital technologies allows
paycheck a fast, easy way to collect their earned wages.
con-men to focus their efforts on high-value,
This option has many benefits for employers, too; notably
cash-rich prizes – which makes employee payroll funds
a 41% decrease in turnover. But research found only 11% of
and data a prime target. Sometimes, money isn’t the grand
companies surveyed had made changes to the frequency
prize – scammers will also target payroll professionals
or availability of earned pay. This session will share more
to obtain W-2 information, names, addresses and social
key findings from on-demand pay adopters.
security numbers. In this workshop, we will explore three
prevalent scams that are targeted at payroll practitioners,
HR professionals, and employees and how you can protect
yourself, your company, and your employees.
www.APAcongress.com 19Registration Details
ALL-ACCESS PASS THREE-DAY TWO-DAY ONE-DAY
(4 Days + Virtual Congress) PASS PASS PASS
MEMBER $1,950 $1,650 $1,100 $550
COLLEAGUE $2,100* N/A N/A N/A
NONMEMBERS $2,170* $2,115 $1,410 $705
*Colleagues and Nonmembers: your All-Access Congress registration
includes a 1-year APA Membership.
Additional Item Available for Purchase Enjoy your NEW APA Membership
Expo Cocktail Reception, Dinner, and Party: with your Congress registration.*
Thursday, May 7, $100 per guest
(Must be 21 or older to attend.) RESOURCES
Industry publications and breaking payroll
For Registration Questions: Call Customer Service news and updates
at (210) 224-6406, M-F, 8 a.m. – 6 p.m. CT
or email APA@americanpayroll.org EDUCATION
Register Online: www.APAcongress.com Member discounts on all payroll training classes,
conferences, webinars, web-based programs,
online training, and all APA publications
SUPPORT
Networking with over 20,000 members
through local chapters, special events, and
social networking communities
Not attending Congress?
You can still register to attend the
Virtual Congress & Expo.
Member: $299
Nonmember: $569
Register today at
www.americanpayroll.org/virtual-congress.html
20 #payconJoin us for the Virtual Congress & Expo, an educational and networking event.
The 2020 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.
Attend two General Sessions, a Thought
Leadership Session, and choose from
Live Dates
twelve exclusive Educational Virtual May 20–21
Workshops led by our industry’s leading
subject matter experts.
Enjoy video clips from Congress, including On Demand
three Industry Expert Presentations. May 22–August 21
Virtual Congress is Earn up to
included with your 21 RCHs
All-Access Congress
registration.
Proud Sponsors:38th Annual Congress – Registration Form
Register and make housing reservations at: www.APAcongress.com
1 Registrant Information 2 Order Form
Name: ❏ Ms. ❏ Mr.__________________________________________________ Event Code: 20CONGRS Fees
Title:__________________________________________________________________ All-Access Pass includes Congress
Organization:__________________________________________________________ registration and Virtual Congress MEMBER: $1,950
registration. Colleagues and COLLEAGUE: $2,100
Street Address: _________________________________________________________ Nonmembers also receive a NONMEMBER: $2,170
City: ___________________ State/Province: _________ Country: ______________ 1-year APA Membership.
Zip + 4-digit/Postal Code:_______________________________________________ MEMBER: $1,650
Telephone:_____________________________________________________________ Three-Day Pass COLLEAGUE: N/A
(Area/Country Code) NONMEMBER: $2,115
Fax: ___________________________________________________________________ MEMBER: $1,100
(Area/Country Code) Two-Day Pass COLLEAGUE: N/A
Email:_________________________________________________________________ NONMEMBER: $1,410
(For official APA communications, registration confirmations, Payroll Currently, and PAYTECH-Digital.)
MEMBER: $550
Please indicate if you are: ❏ CPA ❏ PA (For NASBA reporting purposes.) One-Day Pass COLLEAGUE: N/A
NONMEMBER: $705
Global Payroll Management Institute Subscriber: ❏ Yes ❏ No
Guest Registration
Needed for New Member Enrollment: Birth date: _______ /_______ /_______
Expo Cocktail Reception, Dinner, and Party on Thursday, May 7:
❏ I am an APA MEMBER $100 per guest
Member’s ID #:___________________________________________________ Guest Name: _____________________________ $ __________
(Update your contact information at www.APAcongress.com)
❏ I am a COLLEAGUE of an APA MEMBER (at the same street address) Registration Amount: ❏ All-Access Pass ❏ One-Day Pass
Colleague’s ID #: _______________________________________________________ ❏ Two-Day Pass ❏ Three-Day Pass $ __________
Member’s Name: _______________________________________________________ Days Attending: ____________________
Member’s ID #: ________________________________________________________
Total Payment: $ __________
❏ I am NOT an APA Member or Colleague
Special Dietary Request
ATTENDEE: ❏ Vegetarian ❏ Gluten-Free ❏ Kosher ❏ Peanut Allergy
3 Payment Information
❏ Dairy Allergy ❏ Halal ❏ Vegan Payment in U.S. dollars must accompany registration form.
Currency Converter: www.xe.com
❏ I have read the additional info for onsite meal requests found on page 23.
Three Enrollment Options:
GUEST: ❏ Vegetarian ❏ Gluten-Free ❏ Kosher ❏ Peanut Allergy
❏ Dairy Allergy ❏ Halal ❏ Vegan
❏ Online ❏ Fax ❏ Mail
www.APAcongress.com (210) 224-6038 To address below
❏ I have read the additional info for onsite meal requests found on page 23.
❏ I authorize the American Payroll Association to CHARGE my:
All Attendees Please Complete This Section ❏ American Express ❏ Discover ❏ MasterCard ❏ Visa
In case of emergency, contact:
Card is: ❏ Corporate ❏ Personal
Name:_________________________________________________________________
Card #: _____________________________________________________________
Relation to Attendee:____________________________________________________
Exp. Date: _______________________________ CVV Code:___________________
Daytime Phone:________________________________________________________
Name on credit card:_________________________________________________
Evening Phone:________________________________________________________
Signature of cardholder:_______________________________________________
I will be staying at this hotel: ____________________________________________
❏ PURCHASE ORDER #:_____________________________________________________
Virtual Congress & Expo: Not attending Congress in Orlando? Register for Virtual (for government agencies/universities only)
Congress & Expo at www.americanpayroll.org/virtual-congress.html. ❏ Make CHECK payable and mail to:
American Payroll Association
c/o Customer Service
660 North Main Avenue, Suite 100
Last updated February 2020 E M T: 9 V San Antonio, TX 78205-1217
For Office Use Only: Date: ________________ Order #: _________________ Batch #:_______________
❏ I agree to the policies found at bit.ly/APA-policies.
Group #:________________ Check #: _______________ C/P: _________________ Total: $ ________________Important Congress Details
Registration Fees, Special Events, and Meals Rooms and group rates may not be available after this date. After April 6, 2020,
call the Congress Housing Bureau at the numbers listed for assistance in locating
Payment in U.S. dollars must accompany your registration. (Currency Converter:
accommodations.
www.xe.com) Registration for the full week includes access to all handouts provided
ONLINE: www.APAcongress.com (follow links to “Housing”)
by speakers, Virtual Congress & Expo, 1-year APA Membership (for Colleagues and
PHONE: (888) 266-7660 (toll-free in the U.S.); International: (972) 349-5882
Nonmembers), and the following special events:
Please refer to the Housing Reservation Form for additional information on booking
• 13 Congress Workshop Sessions and all keynote and special guest speakers
hotel reservations.
• Expo and Global Pavilion Grand Opening and Cocktail Reception, May 6
• Lunches, May 5–8 Dress Code/Weather
• Expo Cocktail Reception, Dinner, and Party, May 7
All Congress events are business casual with the exception of Thursday’s party, which
Registration for One-, Two-, or Three-Day passes includes workshops, lunches, and is casual. Suggested business casual attire:
entrance to the Expo. Please note: Men: Docker-style pants, polo shirts, sweaters, blazers
• Evening events are NOT included with these packages unless your registration Women: Slacks, skirts, casual shirts or blouses, sweaters, blazers
is for or includes Thursday, May 7, which also includes the Dinner and Party.
Please note that meeting rooms at the Gaylord Palms Resort & Convention Center will be
• Only adults age 21 or older will be admitted to the Party on May 7.
cool; you may wish to bring a sweater or jacket for your personal comfort. The average
• May 5 is reserved for hospitality parties or an evening on your own in the
high temperature in May in Orlando is 88˚F and the average low is 65˚F.
Orlando area.
Dietary Requests and Special Services GPMI and APA
It is our pleasure to offer you a special request meal that meets your dietary preferences. The American Payroll Association and Global Payroll Management Institute (GPMI) are
By selecting the special meal request option and indicating the meal functions you will be partnering to present a robust menu of multinational payroll education. Together, they
attending, you confirm that you will be eating your special request meal purchased by APA will offer multiple workshop sessions on strategic global payroll expansion, individual
on your behalf. There is no additional charge for the special request meal(s), unless you country payrolls, and taxing equity compensation.
elect not to eat it, fail to pick up the special request meal, or eat a regular attendee meal Chapter Hospitality Booth
in its place. In any of these instances, you will be invoiced $50 for each individual special
request meal that you ordered. Dietary requests made within two weeks from event start Stop by the Chapter Hospitality Booth to receive a warm welcome from the Orlando
date cannot be guaranteed. Special meal requests not indicated on the registration form Chapter. Local chapter members will be available to share with you all the fun and
will be limited and will not be honored onsite. exciting options Orlando has to offer for restaurants, shopping, and must-see local
attractions.
Your registration items will include a meal ticket for each function in which a special Ground Transportation
request meal has been ordered. Please provide this ticket to your server so that they may
retrieve the special request for you at that time and confirm that you have received it. Visit www.APAcongress.com for ground transportation information.
Recertification Credit Hours (RCHs), Continuing Education Units (CEUs), and
If you require special services, please call Customer Service at (210) 224-6406, M-F, Continuing Professional Education (CPE) Credits
8 a.m. - 6 p.m. CT, at least 21 days in advance.
CPPs and FPCs: After attending the 38th Annual Congress, you will receive an
Cancellations/Substitutions online evaluation. After completing the evaluation and showing you have met the
Because Congress is always fully booked, APA cannot honor cancellations or refunds. requirement to select and attend individual workshops and general sessions that are
However, you may substitute another member or colleague from the same street eligible for RCHs, you will have an opportunity to print your thank you letter confirming
address. A $55 non-refundable administrative fee will be assessed for each substitution. your attendance and the award of up to 20 RCHs and 2.0 CEUs. Retain the “thank you
The substitute may also be charged the difference in price if the member types are for attending” letter in case you need it for a recertification audit. CPAs seeking CPE
different. An APA representative will provide the substitution form. Requests should credits must follow NASBA guidelines. You will receive your CPE credits 6-8 weeks after
be made by calling Customer Service. If you are unable to attend and cannot find a the conference.
substitute, notify APA in writing by April 5, 2020, and you will be issued a credit to your The APA is registered with the National Association of State Boards of
APA account for another APA-sponsored meeting less a $150 cancellation fee. This Accountancy (NASBA) as a sponsor of continuing professional education
credit is good for one year from date of issue; no exceptions will be made to this policy. on the National Registry of CPE Sponsors. State boards of accountancy
Granting Attendee Registration and Admission 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
APA, or their officially designated event management, in their sole discretion, reserves
through its website: www.learningmarket.org. No prerequisites or advance preparation
the right to accept or decline an individual's registration for Congress. Further, APA,
required. Delivery method: Group-live. Program level: Overview. The American Payroll
or event management, reserves the right to prohibit entry or remove any individual,
Association’s CPE sponsor identification number with the National Association of State
whether registered or not, whether they are attendees, exhibitors, representatives, or
Boards of Accountancy (NASBA) is 103152.
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. CPE Complaint Resolution Policy: The APA will make every effort to resolve
complaints regarding NASBA compliance within a reasonable amount of time and in
Ticket Purchases
a confidential manner. A formal complaint must be submitted in writing and must set
Guest tickets for the Expo Cocktail Reception, Dinner, and Party on May 7 may be forth a statement of the facts and the specific remedy sought. Submit CPE complaints
pre-purchased with an attendee’s registration, or may be purchased at the onsite to: American Payroll Association, Attn: Certification, 660 North Main Avenue, Suite 100,
registration booth by 5:00 p.m. on May 5. Guest must be age 21 or older to attend. San Antonio, TX 78205-1217. Certification: (210) 226-4600.
Special meal requests will not be available if purchased onsite.
Hotel Accommodations
Visit www.APAcongress.com to make your Congress hotel reservations. All Congress
housing reservations must be made through the Congress Housing Bureau. Hotel
reservations must be made by April 6, 2020, to ensure availability at the group rate.
www.APAcongress.com 23You can also read
