Meeting/Event Information

    Managing Payroll Year-End One Day Seminar

    December 04, 2019
    8:00 AM - 4:30 PM
     Add to Calendar

    Tollway Plaza - South Tower
    15950 North Dallas Parkway, Suite 400
    Dallas, TX 75248
     Directions

     

    Summary
    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

    Instructors:

    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:

    MANAGING PAYROLL YEAR-END
    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
                          Mileage
                          Transportation
                      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

     

     

    Tickets

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

    Future Meetings

    December Education Meeting - Service Above Self

    December 12, 2019
    11:30 AM - 1:30 PM

    Doubletree Hotel
    4099 Valley View Ln
    Dallas, TX 75244

    Don't miss this opportunity to hear from a community leader who has achieved success through his values and put service above self. Mr. Williams is a dynamic speaker and has so much to share with us that helps us continue to be of value in our payroll pr

    Read More

    February Luncheon - Payroll Professional Branding

    February 13, 2020
    11:00 AM - 1:30 PM

    Doubletree Hotel
    4099 Valley View Ln
    Dallas, TX 75244

    High energy and interactive presentation using the "Triple P" approach to professional branding. How we mix Purpose, Passion and Payroll to set ourselves apart in our industry.

    Read More

    Register Now