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2006 Fall Conference

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Fall 2006 Conference - Making "Cents" of it All  

Sponsored by the APA Northstar Chapter
October 19 & 20, 2006
7:30 AM - 6:00 PM
Golden Valley Country Club

FINAL REMINDER - Registration Deadline is Sept. 22 <more info>

Online Conference Registration & Payment <click here>
Registration deadline is September 22

If you are paying by check, click here to download a printable form (Word format).
This form includes mailing instructions.


2006 Conference Agenda Breakout Sessions

Click on a link for more information

Thursday
7:30 – 8:30  Registration
7:30 – 9:00  Continental Breakfast
9:00 – 9:15  Morning Break
9:15 – 11:30  General Session
11:30 – 11:45  Morning Break
11:45 – 1:00  Lunch and Networking
1:00 – 1:15  Afternoon Break
1:15 – 2:45  Breakout Session 1
2:45 – 3:00  Refreshment Break
3:00 – 4:30  Breakout Session 2
4:30 – 6:30  Social Event & Door Prizes

Friday
7:30 – 8:30  Continental Breakfast
8:30 – 10:00  Breakout Session 3
10:00 – 10:15  Morning Break
10:15 – 11:45  General Session
11:45 – 1:00  Closing/Lunch - “The Deli Buffet”
Fall 2006 conference attendance earns 8 RCH (recertification credit hours)Session 1
A. Nonresident Alien/Visas
B. Recordkeeping
C. Team Development Through Coaching

Session 2
D. Procedure Documentation
E. Shared Services: What Works & What Doesn’t
F. Electronic Child Support Payments

Session 3
G. Benchmarking & Metrics
H. Making “Cents” of FLSA/Overtime Calculations
I. How to Retain (and Motivate) Professionals in Challenging Times


Location Information and Web Site

Golden Valley Country Club
7001 Golden Valley Road
Golden Valley MN  55427
Click here for the
Golden Valley Country Club
web site (opens in a new window)

Who to Contact

Sharelene Smith, CPP
GMAC-RFC
8400 Normandale Lake Blvd., Ste 250
MS 01-02-15
Minneapolis, MN 55437


Contact by Email
Registration Fee
$225  APA Members
$275  Non-Members
     (Includes Northstar Chapter Membership)

Breakfast and Networking Events

Continental Breakfast
Thursday is an opportunity to visit a variety of vendors to discuss their products and services; take advantage of the chance to see "what's new" in the marketplace.  Friday is an occasion to continue networking and learn more about your fellow payroll professionals.

Networking
Talk with your colleagues about your challenges and opportunities in the world of Payroll.  Another opportunity is to network is to send a link to this page along to your fellow HR, HRIS, Payroll, Benefit professionals!

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Mark SasscerThursday General Session Speaker – Mark Sasscer
Bringing Out the Best in People by Bringing Out the Best in Yourself!

In this high-energy, interactive presentation, Mark Sasscer (President & CEO of LeadQuest) will challenge attendees, in a thought-provoking and entertaining way, to "look in the mirror" to discover how their personal beliefs and behaviors drive employee satisfaction and performance.  Audience members will learn how to bring out the best in people to maximize discretionary effort (want-to vs. have-to behavior) and business results by looking at the only person you can truly change - yourself!

Speaker Biography - Mark Sasscer

Mark Sasscer is the founder and CEO of LeadQuest, LLC, an international leadership consulting and training firm specializing in leadership and team development, and organizational culture change.  LeadQuest’s clients include Allina Hospitals and Clinics, Arnold Palmer Golf, Banta Corporation, Culligan International, Hagemeyer, Henry Ford Health System, Hunt Investment Co., McKesson Medication Management, Mercy Medical Center, Océ-USA, RR Donnelley-Europe, Rush University Medical Center, Sammons Financial Group, St. John Health, and Tenneco Automotive.

Mark began his career at AT&T and spent fifteen years in leadership ranks of the telecommunications industry.  For the past fifteen years, Mark has devoted his time and energy to helping senior executives of Fortune 500 Companies improve the way they lead.  Through Mark’s unique and motivating style of teaching and coaching, many executives have gained a deeper understanding of the impact that their behaviors have on relationships and organizational performance.  The focus and outcome of Mark’s efforts has been improved business results.

Mark holds a Master of Science Degree in Organization Development from the American University in Washington, D.C, and a Bachelor’s Degree in Mathematics from Towson University.  He has earned several certificates in the field of Total Quality Management and the science of Applied Behavior Analysis.  Mark has been a guest lecturer at the Kellogg School of Management, the University of North Carolina, Loyola University, and Salisbury University on issues of leadership and organizational culture change.  His new book, The Change Agent: A Leadership Fable About Transforming Corporate Culture is now available on Amazon.com, Barnes and Noble.com, and Books-a-Million.com.  Mark currently lives on the Eastern Shore of Maryland with his wife Cheryl, their three children, and their three dogs.  You can contact Mark at msasscer@leadquestllc.com

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Tom ColbertFriday General Session Speaker - Tom Colbert
Strengths vs. Weaknesses: Building a Strong Team

Every person and team has a set of individual strengths and the possibilities for weaknesses.  Weaknesses can be avoided by recognizing that a weakness is simply a strength pushed to the extreme.  To improve productivity, creativity, relationships and personal performance, one needs to know their own (and team’s) strengths and which strengths they (and the team) may be overdoing.  As we become more adept in recognizing how individuals are motivated, and their accompanying strengths/patterns, we can assess more rapidly whether a given team (or person) is likely to find success.  And, we can proactively influence and manage people, teams, and ourselves.

Benefit To The Audience

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Learn to identify strengths and weaknesses in oneself and others/teams.

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Develop a working understanding of the Relationship Awareness Theory

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Learn the four basic patterns of motivation and how they affect individuals and work teams

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Participate in an assessment of personal strength patterns

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Understand how stress and conflict pushes individuals and teams into a state of weakness; and how to avoid this.

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Thursday, Session 1A - Nonresident Alien / Visas

This session will provide information on employment and tax issues surrounding employing and paying Aliens in the US. As a group, we will explore the differences between immigration terms and tax law and clarify how the two function in diverse workplaces.

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What’s a visa and does it give my new hire employment authorization?

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What are some of the most common employment authorized statuses that I should know?

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Are there special I-9 rules that need to be followed?

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Explain the FICA and withholding tax rules. Do they affect the nonresident aliens in my workplace?

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Are there special W-4 rules, and do I need to worry about tax treaties?

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What’s substantial presence?

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Do I need to be concerned about any special year-end reporting?

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Any useful web sites for more information?

Speaker Biography - Karen Klein, CPP
Payroll Tax Consultant
University of Minnesota

Karen Klein, CPP is currently the Payroll Tax Consultant for the University of Minnesota. Among other duties, she tracks federal and state legislative developments impacting payroll operations, oversees Federal and State tax reporting compliance, assumes responsibility for University wide communications regarding matters of federal and state tax payroll policies and procedural changes, Foreign National tax issues and employment authorizations, and W-2/1042S year-end reporting.

Ms. Klein has been with the University of Minnesota, for the most part, since 1988, as a Payroll Tax Specialist, Payroll Supervisor, and Payroll Tax and Accounting Manager, before moving into her present position. Prior to coming to the University in ‘88, she held various other payroll positions giving her over 25 years of payroll experience. She is an active member of the Northstar Chapter of the American Payroll Association, having served as Program Chair, Vice-President, President, and Advisor. She has been a frequent speaker at local, state, and national conferences, presenting workshops on nonresident alien employment and taxation.

Ms. Klein is a graduate of the University of North Dakota where she earned a BS degree in Business Administration. She obtained her CPP certification in 1994.

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Thursday, Session 1B - Recordkeeping

Payroll professionals are faced with numerous payroll recordkeeping and record retention requirements. This session focuses on requirements of the federal level and the procedures that must be in place to meet these requirements.

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Why is recordkeeping important?

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What are the federal regulatory agencies involved?

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What is a Master Data File?

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Detailed review of federal agency requirements: IRS, FLSA, FMLA, Sarbanes-Oxley, etc.

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Is your payroll data secure?

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What are the causes of data loss?

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What are the methods for securing data?

Speaker Biography - Robin A. Murphy, CPP
Corporate Payroll Manager
Deluxe Corporation

Robin A. Murphy is the Corporate Payroll Manager for Deluxe Corporation, headquartered in St. Paul, Minnesota.  Deluxe has facilities in the United States and Canada.  Deluxe Corporation serves the following markets:  Check printing and EFT for financial institutions, business forms and related products for small business and professional practices, and consumer specialty products.  Robin has 29 years with Deluxe and has experience in implementing many new systems (i.e. accounts receivable, accounts payable, inventory, time and attendance and payroll).  Her experience includes:  Staff Specialist in Accounting, Regional Accountant, Accounting Manager, Regional Accounting Manager, Regional Operations Manager and Corporate Payroll Manager.

Robin has also held the positions of Historian, Secretary, Director of Communications, Vice President and President of the Northstar Chapter APA.  She facilitated a CPP study group and received her credentials as a Certified Payroll Professional (CPP) in the fall of 1995.

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Thursday, Session 1C - Team Development Through Coaching

The key to developing a high-performing team is to create an environment where team members routinely solicit and deliver feedback and coaching. In this highly interactive session, work with Mark Sasscer (President & CEO of LeadQuest) to discover how to create such an environment! Also, learn and practice a proven coaching model that will produce better behaviors and results!

Speaker - Mark Sasser  <view speaker biography>

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Thursday, Session 2D - Procedure Documentation

Payroll Professionals are often faced with the situation where they are a one-person operation. This session focuses on the importance of process and procedure documentation. We will also cover additional tips and tricks that can help payroll functions move smoothly.

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Why do I need to document ?

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How do I start?

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What are job aides?

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What form of documentation is the best fit?

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Can anyone else understand my instructions?

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Tips and Tricks

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So where do I keep this once it is produced?

Speaker Biography - Angie Eller, CPP
SPX - Service Solutions Payroll Shared Service Center

Angie Eller, CPP is a payroll professional with over 15 years of payroll experience. Her background includes 10 years of overseeing all functions of payroll for a company of approximately 1200 employees. She was the payroll lead during the implementation of ADP- CSS Horizon Software and the Oracle Project Management Module for Time and Attendance.

Six years ago, she accepted the challenge of joining a new company to create the SPX – Service Solutions Payroll Shared Service Center. In this new endeavor, she has doubled the number of employees serviced and was the first to generate revenue for a “support” department. The challenge of re-engineering processes, implement payroll best practices, and create and maintain payroll documentation is a major part of her day.

Angie is a member of the American Payroll Association and maintains her CPP Certificate from them. She is an active member of the local Northstar Chapter of the APA and has obtained her HRIS Generalist Certificate from the Carlson School of Management. Angie has recently returned to college to complete her degree in Supervisory Management.

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Thursday, Session 2E - Shared Services: What Works & What Doesn't

Join us in a round table discussion to review a Shared Service Center environment experience. How Payroll/HR/Benefits work together. Discuss transition to the new roles with staff, cross training between the departments, experiences learned and the advantages of developing a shared services department for your employees.

Speaker Biography - Shari Germscheid
Payroll Manager
Land O'Lakes

Shari Germscheid is the Payroll Manager for Land O'Lakes, Inc., headquartered in Arden Hills, MN. Land O’Lakes is a farmer-owned cooperative that offer farmers, local cooperatives, and customers across the nation an extensive line of agricultural supplies, as well as state-of-the-art production and business services. Also, is a leading marketer of dairy-based products for consumers, foodservice professionals and food manufacturing.

Shari has 20+ years in the payroll profession, with the last 9 years at Land O'Lakes; including experience and responsibilities as a Payroll Coordinator, HRIS Specialist, Oracle Implementation Architecture Analysis, HRMS Manager and Payroll Manager.

Shari is currently on the APA Northstar Chapter board holding the Education/Conference chair position. She earned her credentials as a Certified Payroll Professional (CPP) in the fall of 2004 and holds a Bachelors of Science degree in Home Economics for Business from the University of Wisconsin.

Speaker Biography - Barb Muellerleile, CPP
Director of Payroll
Regis Corporation

Barb Muellerleile, CPP has over 19 years of payroll, payroll tax, Human Resources and benefits experience. She has an accounting background from Minnesota State University- Mankato. She is a member of our North Star Chapter Board, serving as the Vice President.

Barb currently is the Director of the Payroll team at Regis Corporation, to service over 57,000 employees in over 11,000 locations. She has worked with payrolls of multiple Federal ID numbers, payrolls in the U.S., Canada and the United Kingdom, Payroll system set-up and implementation, extensively with year-end tax reporting, acquisitions and much more. She has extensive benefits experience in managing health and welfare plans, working with multiple vendors, networks and plan design, and all aspects of benefits. She has held previous positions as the HR Operations manager at Land O’ Lakes and as the Payroll & Insurance Plans Manager for Taylor Corporation.

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Thursday, Session 2F - Electronic Child Support Payments

Is your company currently compliant with sending child support payments electronically? More states are moving towards requiring payments via EFT. We will discuss current/future state requirements and different ways to send the payments.

Speaker Biography - Nicole Clark, CPP
Sr. Payroll Project Analyst
Regis Corporation

Nicole Clark, CPP has worked in a variety of Payroll related positions for Regis Corporation for the past seven years. In her current position of Sr. Payroll Project Analyst, Nicole oversees numerous payroll projects including implementations and acquisitions for the 60,000+ employees at Regis. In her previous position with Regis, Nicole supervised Canadian Payroll.

Nicole obtained her Certified Payroll Professional (CPP) certification in 2002 and has been a member of the Northstar Chapter since then. She is also a member of the Project Management Institute (PMI). This is her second year chairing the Materials committee for the Fall Conference.

Nicole attended Normandale College and University of Minnesota for Business Psychology. Besides Payroll, Nicole has worked in many Finance areas including budgeting, general ledger, and labor costing.

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Friday, Session 3G - Benchmarking & Metrics

The goals of the workshop are to provide an understanding of:

bullet Basics of Analytics and Metrics
bullet Identifying the challenges of gathering and reporting metrics
bullet Reporting Relevant Information
bullet Examples of metrics used in today’s Payroll Department

Today’s Payroll Professionals rely on data to provide a “success” measure for the payroll organization. Metrics can be used as a “roadmap” for your department to provide directions and guidance on your destination, provide indicators on the progress of the journey and measure how far have you traveled. Metrics can be very simplistic and getting started can be easy. There is much data at our fingertips which can be leveraged to tell your “Payroll Story” and develop business cases. In this workshop, we will cover the basics of analytics and metrics and provide case studies of how metrics are used for measuring payroll success.

Speaker Biography - Linda M. Obertin, CPP
Vice President, Operations Excellence
Fidelity Human Resource Services

Linda Obertin currently serves as Vice President, Operations Excellence, for Fidelity Human Resource Services. FHRS provides a full suite of outsourced service offerings including Human Resource, Payroll, Health & Welfare, Defined Contribution, and Defined Benefit services.  Linda began her payroll career in the Twin Cities and has 20 years of in-depth payroll experience, which has included responsibility for management of payroll, benefits, and HRIS. She has held positions in the Human Resource, Payroll, and Accounting divisions of corporations ranging from 300 employees to over 100,000 employees. Her work also includes developing and implementing international and expatriate payrolls and utilizing best practices in payroll system and process design.

Linda is a Certified Payroll Professional and a Six Sigma Yellow-Belt. She currently chairs the APA’s Strategic Leadership Task Force, and serves as a Vice President on the APA’s Board of Directors. She is a regular APA speaker and has written articles for PAYTECH. Linda received an APA Citation of Merit in 1999, and was named “Payroll Woman of the Year” in 2002.

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Friday, Session 3H - Making "Cents" of FLSA/Overtime Calculations

Regular Rate of Pay/Overtime Issues

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Background of the Fair Labor Standards Act

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Regular rate of pay issues

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The proper way to calculate overtime

This breakout session explains the importance of the Fair Labor Standards Act and its impact on calculating overtime. Learn how payments such as bonuses, shift differential, on-call pay, and other incentive type payments affect the regular rate of pay and overtime.

Speaker - Terry Meggitt
Speaker information will be added soon . . . please check back.

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Friday, Session 3I - How to Retain (and Motivate) Professionals in Challenging Times

We are experiencing a time of rapid change. The business and work environments of today have evolved and changed significantly in just the last few years. Reactions to these changes have caused the business world to make fundamental shifts in organizational structures and the manner in which they (and their people) are managed. This shift calls for managers to lead, workers to innovate, and organizations to grow organically. And all too often the results of this change are the loss of the best talent an organization has, setting back growth. Retaining (and motivating) high-quality talent in this “do-more-with-less” environment is a challenge. Yet, all is not lost...though conventional management practices are being challenged, the opportunities that lie ahead are great. This session will outline specific challenges facing organizations and work-teams, and offer guidance for those who are ambitiously trying to lead through these challenges and retain their best employees.

Speaker - Tom Colbert

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St. Paul MN  55113-0012
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