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CONFERENCE SESSIONS CONT’DPayroll System Implementation: Lessons LearnedFinding the Right Payroll System for Your UniversityFOS: Business Mgmt. & Organization / 1.5 CPE credits / 1.5 RCHsFOS: Business Mgmt. & Organization / 1.5 CPE credits / 1.5 RCHsSo often, when participating in a project, we focus on the scope,execution, timeline, and deliverables and don’t seem to recognizethe valuable lessons learned. In this session, we will discuss theimportance of identifying, documenting, and communicatinglessons learned from payroll system implementations to avoidrepeating mistakes in a present project and plan proactively for afuture project.Navigating the waters of a request for proposal, request forquotation, and request for information is often difficult. We willdescribe the basics of procurement and help you understandthe concepts of the RFP process and what to look for postimplementation. Understanding this process helps make theselection of a new payroll vendor easier and results in a moresatisfactory process.Michele Zarrella, CPPDirector, Payroll OperationsNew York UniversityJeff Hill, Ph.D., CPPNina Scott, CPPDirector, Advisory Services Senior ConsultantKPMG LLP Executive AllianceWhen Is That Worker in Your Institution an EmployeeNonresident Alien Students and Faculty, AdvancedFOS: Taxes / 1.5 CPE credits / 1.5 RCHsFOS: Taxes / 1.5 CPE credits / 1.5 RCHsAn incorrect independent contractor determination when a newworker is hired can be a financial risk to your school. We’ll reviewthe factors the IRS uses to help you protect your school from alarge tax assessment and build a strong procedural foundation toavoid an adverse determination. An independent contractor reviewis a part of every employment tax audit. Start now to prepare for it.This session will address advanced issues in making payments toforeign nationals, such as how to identify the true beneficial ownerof income, the importance of proper classification of income,dealing with agents and central withholding agreements forperforming artists and athletes, directed withholding letters fromIRS, and payments of various types to non-US business entities.Michael O’Toole, Esq.Sr. Director, Publications, Education, and Gov’t RelationsAmerican Payroll AssociationTerri CrowlContent/Compliance SpecialistThomson ReutersEmotional Intelligence: Your EQ – A Different Way ofBeing SmartEnsuring Your Forms 1042 and 1042-SAre Completed CorrectlyFOS: Personal Development / 1.5 CPE credits / 1.5 RCHsFOS: Taxes / 1.5 CPE credits / 1.5 RCHs205022050320701Monday, 10:30 a.m. – 12:00 p.m., Session 120702Monday, 10:30 a.m. – 12:00 p.m., Session 12070320901Monday, 1:30 p.m. – 3:00 p.m., Session 2Emotional intelligence has become a hot topic of psychologicalresearch, especially in regards to how it affects the workforce.Many experts believe that a person’s emotional intelligencequotient (EQ) may be more important than their IQ and is a betterpredictor of success, quality of relationships, and overall happiness.Learn how EQ can help you “be smart” with your physical health,mental well-being, relationships, conflict resolution, success, andleadership.Nicole SmithDirector, Instructional Design and Learning DevelopmentAmerican Payroll Association*Faculty and program are subject to change without notice.-4-Monday, 1:30 p.m. – 3:00 p.m., Session 2Monday, 1:30 p.m. – 3:00 p.m., Session 2Monday, 3:30 p.m. – 5:00 p.m., Session 3This workshop discusses how to complete and submit your Forms1042-S information returns and 1042 tax return. Topics include whomust submit forms and what information must be reported on theforms, including how to determine Income Codes, when formsare due, how to request extensions of time to file, how to makecorrections, and FATCA’s impact on these forms.Terri CrowlContent/Compliance SpecialistThomson Reuters 2015 API Fund for Payroll Education, Inc.

CONFERENCE SESSIONS CONT’DFringe Benefits, Part 120902Monday, 3:30 p.m. – 5:00 p.m., Session 3FOS: Taxes / 1.5 CPE credits / 1.5 RCHsThis workshop explores employer-provided fringe benefits thatcan be excluded from income under IRC Section 132, plus therules governing awards, prizes, and moving expenses. We will alsodiscuss at length the controversies over cash gifts, gift cards, andgift certificates utilizing real life examples to keep your employercompliant.Darrell KozuchRobyn DiehmAssistant VP, Human Resources Director, AccountingUniversity of Virginia Biola University Inc.Payroll Security20903Monday, 3:30 p.m. – 5:00 p.m., Session 3FOS: Business Law / 1.5 CPE credits / 1.5 RCHsTarget, Anthem, the U.S. government: what do they have incommon? Compromised IT files. What’s a payroll professionalto do? Come and learn about current best practices for yourorganization in protecting against cyber-attacks. In this sessionwe’ll find out what employee information is the most critical toprotect and how to protect it.year’s overpayment. We’ll review the necessary tax forms that mustbe prepared, information to provide to the employee, employee’sconsent to claim a refund of social security and Medicare taxes, andwhen we can deduct the overpayment from the employee’s wages.Anne Wheeler, FPCJames Medlock, CPPDirector, Payroll Services Education AdvisorMiami University American Payroll AssociationChange Management30401James Medlock, CPPVeronica GonzalesEducation Advisor Accounting Supervisor, PayrollAmerican Payroll Association Central New MexicoCommunity CollegeTuesday, 10:15 a.m. – 11:45 a.m., Session 4FOS: Business Mgmt. & Organization / 1.5 CPE credits / 1.5 RCHsChange is coming at us fast and furious, so how do we managechange in the workplace in order to maximize the benefitsand minimize the disruptions? This workshop explores changemanagement philosophies on the theoretical level while applyingthem practically to our workplace environment.Business Continuity Plans30601No one wants or expects a disaster, but everyone is glad when theyhave prepared adequately. This workshop explores the importanceand necessity of a business continuity plan and why it should beat the top of your “to do” list. The focus is on planning to deal withminor and major disruptions in today’s environment, as well as theprocess of developing and testing the plan.Robyn DiehmDirector, AccountingBiola University Inc.Ensuring Your 403(b) Plan Meets IRS Requirements30402Tuesday, 10:15 a.m. – 11:45 a.m., Session 4FOS: Taxes / 1.5 CPE credits / 1.5 RCHsJames Medlock, CPPRobyn DiehmEducation Advisor Director, AccountingAmerican Payroll Association Biola University, Inc.Since the latest regulations have gone into effect, the marketplacehas been working through a number of questions on how tointerpret the new rules and requirements. In this session, you willlearn about tools and techniques that you may not be fully utilizingin your current plan. Come have your questions answered by a true403(b) expert.Fringe Benefits, Part 230602Join us for an overview of helpful insights on several popular butconfusing fringe benefits. This workshop includes the most recentchanges to educational and adoption assistance, plus group-termlife insurance and dependent care. You do not need to attend FringeBenefits, Part 1 to attend this session.Overpayments: What Do They Require?Tuesday, 10:15 a.m. – 11:45 a.m., Session 4FOS: Business Law / 1.5 CPE credits / 1.5 RCHsDarrell KozuchAssistant VP, Human ResourcesUniversity of VirginiaJoin us to learn how to handle a payroll receivable when anemployee repays in the current tax year vs. a repayment from a prior*Faculty and program are subject to change without notice.Tuesday, 1:45 p.m. – 3:15 p.m., Session 5FOS: Taxes / 1.5 CPE credits / 1.5 RCHsAnne BroccoliDirector, BenefitsUniversity of Virginia30403Tuesday, 1:45 p.m. – 3:15 p.m., Session 5FOS: Business Mgmt. & Organization / 1.5 CPE credits / 1.5 RCHs-5- 2015 API Fund for Payroll Education, Inc.

CONFERENCE SESSIONS CONT’DThe Mysteries of Form W-430603Upgrading Your Institution’s Payroll System:What Should We ConsiderTuesday, 1:45 p.m. – 3:15 p.m., Session 5FOS: Taxes / 1.5 CPE credits / 1.5 RCHs30803Form W-4 may be the most basic form in payroll, but it can alsocause some of the most distressing problems for payroll. Whileemployers no longer have to routinely send in “questionable”W-4s, has this change really reduced employer burden or justcreated a new set of concerns? Learn “exempt” W-4s, the “lockin” letter process, and the special procedures for handling W-4scompleted by nonresident alien employees.FOS: Business Mgmt. & Organization / 1.5 CPE credits / 1.5 RCHsMichael O’Toole, Esq.Sr. Director, Publications, Education, and Gov’t RelationsAmerican Payroll AssociationCheryl Seifritz, CPPJeffrey Jacob, CPADirector, Payroll Payroll ManagerOhio State University Illinois State UniversityAligning Your Payroll Processes2015 ACA Reporting: What Do We Need to Do?FOS: Mgmt. Advisory Services / 1.5 CPE credits / 1.5 RCHsFOS: Business Law / 1.5 CPE credits / 1.5 RCHsThe structure of most universities includes separate payroll andhuman resources divisions, but some universities may consideraligning them into one department. Integrating your humanresources and payroll is not a “right” or “wrong” choice, but canbenefit your university for a variety of reasons. You’ll receivestrategies to help you better align your payroll processes.The full impact of the Affordable Care Act finally reaches thepayroll/HR/benefits departments in 2015, as employers collectdata on the health insurance offered to their employees that mustbe reported in 2016. Tell us who’s doing the reporting for yourschool and where the data is coming from. We’ll discuss the newforms and instructions and any looming problem areas.Darrell KozuchAssistant VP, Human ResourcesUniversity of VirginiaMichael O’Toole, Esq.James Medlock, CPPSr. Director, Publications, Education AdvisorEducation, and Govt. Relations American Payroll AssociationAmerican Payroll Association30801Is it time to upgrade your institution’s payroll system? Upgradingyour payroll system may be the answer to optimizing costefficiency, enhancing process improvements, and increasingcompliance with federal, state, and local regulations. Learn bestpractices and tools that can keep your plans on track and improveyour chances for success.40201Tuesday, 3:45 p.m. – 5:15 p.m., Session 6Expatriate Payroll 101: Everything You Need to Know30802Tuesday, 3:45 p.m. – 5:15 p.m., Session 6Wednesday, 8:00 a.m. – 9:30 a.m., Session 7Customer ServiceTuesday, 3:45 p.m. – 5:15 p.m., Session 640202FOS: Taxes / 1.5 CPE credits / 1.5 RCHsWednesday, 8:00 a.m. – 9:30 a.m., Session 7FOS: Communication / 1.5 CPE credits / 1.5 RCHsIn an evolving global world and economy, expatriate needs interms of payroll and compliance are always a focal point for payrolldepartments. Join us for a presentation of new and innovativeways of addressing expatriate payroll processing. We will focuson controls and de-risking techniques, while accounting for theunique needs of an educational institution in the course of globalexpansion.This workshop sets the stage for achieving exceptional customerservice by helping you develop top-notch communication, activelistening, and media skills. Additionally, you’ll get strategies forhandling the types of customer contacts you are most likely toexperience in payroll, such as dealing with the angry employee ordelivering bad news.Dimitris PapageorgiouTax PartnerErnst & Young, LLPDarrell KozuchAssistant VP, Human ResourcesUniversity of VirginiaWhere Does Your Payroll Organization Report?Is There a Best Place?40203Wednesday, 8:00 a.m. – 9:30 a.m., Session 7FOS: Business Mgmt. & Organization / 1.5 CPE credits / 1.5 RCHsPayroll reports to different areas at different institutions. Wheredoes payroll report at your school? Human Resources? Businessand finance? Which is best? In this session we will discuss thestrengths and weaknesses of the varying payroll reportingstructures and how to make the most of each.Richard GrunewaldAssociate Payroll DirectorWashington State University*Faculty and program are subject to change without notice.-6- 2015 API Fund for Payroll Education, Inc.

29th Annual Educational Institutions Payroll ConferenceRegistration FormSelect your workshops online; instructions will be emailed to you shortly after registering.Register online: offers.americanpayroll.org/EIPCLe Méridien Charlotte 555 South McDowell Street, North Tower Charlotte, NC 28204Reservations: (800) 325-3535 www.lemeridiencharlotte.com➊ Conference Registration (15EIPCON)Please indicate if you are: CPA PA (For NASBA reporting purposes.)(Includes Pre-Conference and complete Conference registration.) I am an APA member . 1,139Member’s ID #:(Update your contact information at www.americanpayroll.org) I am a COLLEAGUE of an APA member(at the same street address). 1,229Colleague’s ID #:Member’s Name:Member’s ID #: I am not an APA Member or Colleague. 1,369 I would like to join APA at this time AND register for theconference at the special APA member price. 1,393Registration Fee. 1,139One-Year Annual Membership Dues*. 219One-Time Enrollment Fee. 35Total. 1,393Special Dietary Request: Vegetarian Gluten-Free Kosher❷ Registrant’s InformationName: Ms. Mr.Title:Organization:Street Address:City:State/Province: Country:Zip 4-digit/Postal Code: Phone: Fax:(Area/Country Code)(Area/Country Code)Email:(For official APA communications, registration confirmations, Payroll Currently,PAYTECHonline, and PAYTECH-Digital)*D ues are subject to change without notice and are nonrefundable. Membershipis on an individual basis; corporate memberships are not available. Membersof the American Payroll Association receive PAYTECH magazine as part oftheir annual dues of 219, 50 of which is allocated for their subscription toPAYTECH, which is nonrefundable therefrom. 100% of membership dues aredeductible as an ordinary business expense.For Office Use Only: Date: Order #: Batch #: Group#:Needed for new member enrollment:Birth date: / /❸ Payment InformationPayment in U.S. dollars must accompany registration form.Currency Converter: www.americanpayroll.orgThree Enrollment Options: Online By Fax By Mailoffers.americanpayroll.org/EIPC(210) 224-6038To address belowI authorize the API Fund for Payroll Education, Inc. to CHARGE my: Card is: (Check one) Corporate PersonalCard #:Exp. date:Name on credit card:Signature of cardholder: PURCHASE ORDER #:(government agencies/universities only) Make CHECK payable and mail to:API Fund for Payroll Education, Inc. c/o American Payroll Association660 North Main Avenue, Suite 100 San Antonio, TX 78205-1217Questions? Call (210)224-6406, 8:00 a.m. – 6:00 p.m. CT, Monday – Friday❹ All Attendees Please Complete This SectionIn case of emergency, contact:Name:Relation to Attendee:Daytime Phone:Evening Phone:Last updated: September 2015EMT: 9VCheck #: C/P: Total: Event Code: 15EIPCONIMPORTANT CONFERENCE DETAILSREGISTRATION FEES: Fees include refreshment break, cocktail reception, anddinner on Sunday, October 18; continental breakfast, refreshment breaks, andlunch on Monday, October 19, and Tuesday, October 20; and continental breakfastand refreshment break on Wednesday, October 21.SPECIAL SERVICES: If you have a disability and require special services, pleasecontact APA at (210) 224-6406, M-F, 8:00 a.m. - 6:00 p.m. CT, at least 14 days inadvance to discuss how we may assist you.KOSHER AND ONSITE MEAL REQUESTS: By requesting a kosher meal andindicating the meal functions you will be attending, you confirm that you willbe eating your special request meal purchased by APA on your behalf. Thereis no additional charge for the kosher meal(s) unless you elect not to eat it,fail to pick up the special request meal, or eat a regular attendee meal in itsplace. In any of these instances, you will be invoiced 50.00 for each individualkosher meal that you ordered. Vegetarian, gluten-free, and kosher meals willbe limited onsite. If one is not selected at the time of registration, it will notbe honored onsite.HOTEL ACCOMMODATIONS: Room reservations and hotel arrangementsare the responsibility of the individual. APA has reserved a room block at LeMeridien Charlotte, 555 South McDowell Street, North Tower, Charlotte, NC28204. Reservations: (800) 325-3535. Room rates: 170 per night, October18-21, for single/double occupancy. Taxes are applicable. Room rates areavailable three days pre- and post-event based on availability. These specialrates are available until October 2, 2015. When making your reservations,please reference EIPC. After October 2, 2015, reservations will be accepted ona space available basis at the hotel’s prevailing rate. All reservations must beguaranteed with payment for the first night. Cancellations without penaltymust be made 48 hours prior to your arrival. Check-in time is 3:00 p.m.; checkout time is 12:00 p.m.SUBSTITUTIONS: For each transfer/substitution, there is a 45 administrativefee. Please notify APA by letter or by fax at (210) 224-6038, if a participantsubstitution is needed with the following information: conference name; originalregistrant’s name; new (substitution) registrant’s name; title; company name;full street address; and phone number. Substitution registrants become ineligiblefor refunds. If you cannot attend the conference, you must notify APA of yourcancellation prior to the dates of the conference. See cancellation policy.CANCELLATIONS: Written requests received seven business days prior — fullrefund; four to six business days prior — refund less 50 service charge; fewerthan four business days prior — APA credit will be issued less 100 and will bevalid for one year from the date of issue. Cancellations the day of the programor after the program dates are nonrefundable and noncredited. A check will bemailed to you for refunds; no refunds will be made directly to your credit cardaccount. APA regrets that refunds will not be given for no-shows.CONTINUING PROFESSIONAL EDUCATION: The AmericanPayroll Association is registered with the National Associationof State Boards of Accountancy (NASBA) as a sponsor ofcontinuing professional education on the National Registry ofCPE Sponsors. State boards of accountancy have final authority on the acceptanceof individual courses for CPE credit. Complaints regarding registered sponsors maybe submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. The American Payroll Association’s CPE sponsor identificationnumber with NASBA is 103152.The APA will make every effort to resolve complaints regarding NASBAcompliance within a reasonable amount of time and in a confidential manner. Aformal complaint must be submitted in writing and must set forth a statement ofthe facts and the specific remedy sought. Submit complaints to: American PayrollAssociation, Attn: Director of Certification, 660 North Main Avenue, Suite 100, SanAntonio, TX 78205-1217. Director of Certification: (210) 226-4600.No prerequisites or advance preparation required. Course level: Overview. Deliverymethod: Group-live. See individual descriptions for Field of Study (FOS).CONTINUING EDUCATION CREDITEducational Institutions Payroll Conference participants earn up to 19 RCHs,1.9 CEUs, or 19 CPE creditsCONFERENCE DRESS CODESunday Evening: Wear something from your school to the “Identify-U” ReunionSunday – Wednesday: Business casual – A jacket or sweater is recommended, astemperatures vary in the conference rooms.CONSENT TO USE YOUR PHOTOGRAPH AND CONTACT INFO: By registeringfor this program, you are granting official conference photographers permissionto photograph you and publish photos in APA publications, social media, andmarketing materials. In addition, by attending or speaking at this conference, youare granting APA permission to make your contact information available to oursponsor who may choose to market their products and services to you via email,fax, telephone, mail, or other means.

Director, Advisory Services Associate Director, Payroll Services KPMG LLP Washington State University How Virtual Faculty Must Be Taxed 10201 Sunday, 2:00 p.m. - 3:30 p.m., Pre-Conference Session 1 . KPMG LLP Executive Alliance Nonresident Alien Students and Faculty, Advanced 20703 Monday, 1:30 p.m. - 3:00 p.m., Session 2