Meeting/Event Information

Managing Payroll Year-End One Day Seminar


December 04, 2019
8:00 AM - 4:30 PM
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Tollway Plaza - South Tower
15950 North Dallas Parkway, Suite 400
Dallas, TX 75248


Being prepared and managing your year end processes is a critical function for year-end.  This educational workshop will review changes to the 2019 W2 Form, reporting name and SSN corrections, reviewing the 2020 rates and limits and changes to the 2020 Form W-4.  In addition, discussions on year-end preparations, W-2 filing, W-2 and annual reconciliations, taxation of fringe benefits, and year-ending reporting


Emma Jackson, CPP, Senior Payroll Manager

North East Independent School District

Emma Jackson, CPP is the Senior Payroll Manager at North East Independent School District in San Antonio.   She leads a staff of 13 in paying the District’s approximately 10,000 teachers, administrators, substitutes, auxiliary, administrative and instructional support employees. 

A long-time member of the Alamo Chapter APA, she has served in several officer positions and currently is the Government Liaison.  She served on the Texas Payroll Conference board from 2009-2013 and is currently co-chair of the APA SPLFT K-12 Education Committee.  A member of the American Payroll Association, she earned her Certified Payroll Professional designation in 1996 and has maintained it through continuing education.

Emma often says “there isn’t a mic she doesn’t love” as she shares her passion for Payroll and education.  She has spoken for several years at Texas Payroll Conference and to the Alamo and Dallas chapters.  In 2018, she was presented with the “Friend of TPC” award for her contributions to the organization.  With a love for being active, she also teaches aerobic and strength classes in her “spare” time. 



Gerald Whittmore, CPP, US Payroll Director

Conduent Business Services

Gerald Whittmore currently holds the position as the US Payroll Director for Conduent Business Services. Gerald started his career in St. Louis, MO as a Payroll Technical Support.  He has 30 years of diverse experience in multiple payroll processing systems, multi-state tax filing, system implementation and accounting to name only a few of his business acumen.

Gerald obtained his CPP certification in 2001 and joined the Dallas Chapter APA in 2002.  During Gerald’s tenure as a member of the Dallas Chapter he served on the DAPA Board of Directors as the Government Liaison Officer from 2005-2006, Vice President 2006-2008 and President 2008-2010.  Gerald is active in volunteering for TPC, various Chapters, State-Wide’s and APA Congress. Gerald has severed on the TPC Board and the APA Board of Advisors.


Class Details:

Dallas Chapter American Payroll Association
December 4, 2019
8:00 am – 4:30pm


  • 8:00 – 8:30am                                                                                                   Registration
  • 8:30 – 10:00am                                                                                                 Emma Jackson                   1.5 RCH
                    W-2 changes
                    Box 1 What should I report here
                       Wages deceased employee
                       Handling Wage Overpayment
                    Box 2
                    Box 13 Retirement plan
                    Box 14 What Can I report
                    Employee name and SSN Corrections
  • 10:00 -10:15am                                                                                                  Break
  • 10:15 – 11:45am                                                                                                Emma Jackson                   1.5 RCH
                    2020 Rates and Limits
                        Federal Tax Withholding
                        Social Security and Medicare Wage Base
                        Pension Plan Limits
                        Per Diem rates
                    FUTA Credit Reduction States
                    Reporting deadlines
                    2020 Form W-4
  • 11:45 – 12:45pm                                                                                                 Lunch
  • 12:45 – 2:15pm                                                                                                  Gerald Whittmore           1.5 RCH
                    Lessons Learned
                    Year End Preparation
                    Sample Project Plan
                    Sample Annual Reconciliation and W-2 filing

                         Verifying Employee Social Security Numbers

  • 2:15 – 2:30pm                                                                                                    Break
  • 2:30 – 4:00pm                                                                                                    Gerald Whittmore           1.5 RCH
                    Taxation of Fringe Benefits         
                    Year-end Reporting and Review Issues
                    Wage and Tax reconciliation
                    W-2 Reconciliations
  • 4:00 – 4:30pm
  • Questions
  • Wrap Up                                                                                                             Total                                      6.0 RCH




$210.00 Member Registration
$220.00 after 12:00 pm November 29

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