Virtual Meeting February 2021: 10 Things to Remember in a Merger or Acquisition that relate to payroll
Dee Byrd, CPP, PHR, SHRM-CP is Sr. Payroll Project Manager for Paytech Inc. Ms. Byrd has over 25 years of Global Payroll Management experience and is a Vice President on the APA Board of Directors, and Past Region 1, Presidents Board of Advisors. She sits several APA national committees and is a contributing writer to APA publications as well as a published author of the Payroll Certification Guide.
Ms. Byrd is the founder and past President of the Mat-Su Valley Chapter of the APA as well as the past President, Treasurer and Education Chair and founder of the Northern Lights Alaska Chapter of the APA and is the current Social Media and Webmaster for the Sacramento Valley Chapter of the APA. Ms. Byrd has been an Alaska and California Certified Payroll Professional Study Group Instructor, and Chair of the Alaska Statewide Payroll Conference. Ms. Byrd has been a speaker for several years at the APAs annual conference Congress as well as a Statewide Speaker for local chapters in her Region. Ms. Byrd has represented the payroll profession by speaking to the US Congress in matters regarding multi-state payroll taxation issues and has been an advocate for Global education for the past 10 years.
Ms. Byrd obtained her Certified Payroll Professional (CPP) Certification in 2001, her Fundamental Payroll Certification (FPC) in 2000 and her Leadership Certification Program (LCP) in 2010 and her PHR in 2007 and her SHRM-CP in 2014.
Ms. Byrd has received the Meritorious Service and Special Recognition awards from the APA as well as the 2008 Alaska Payroll Professional of the Year and the APA’s 2011 Payroll Women of the Year. Ms Byrd was named PayTech’ s Consultant of the Year for 2016 and the 2019 California Payroll Professional of the Year.
rapid! will talk about how static timelines for fixed paydays and rigid schedules for payouts are being challenged by a new payment solution that meets your employees' desire to receive disbursements NOW to any personal debit card, ANY paycard Brand, or other financial account. Advances in technology are driving an unstoppable shift to an on-demand culture in Financial Services. This includes the delivery of corporate payments including wages, accounts payable, off cycle payments, adjustments, separation payments, accrued wage payments, and tips. In this session, we will discuss how businesses that don't adapt could find themselves behind the competition.
Dallas Wilfong is the Director of Sales for the Eastern US at rapid! PayCard. In addition to
his leadership and management role at rapid! PayCard, Dallas travels the United States to
promote knowledge and education in the Paycard industry through supporting and
speaking at numerous conferences, trade shows, and association meetings annually.
Dallas has been with rapid! PayCard since 2012. Prior to joining rapid! PayCard, Dallas
gained much of his experience working with the unbanked and underserved segment of
the population while working in the Staffing Industry for over 10 years. In that industry he
held many roles such as General Manager, Division Manager, and National Business
Dallas was born in Charlottesville, VA, and currently resides in Clearwater Beach, FL.
Growing up in a military family, Dallas has had the opportunity to live in many states
across the country such as VA, MD, RI, FL, GA, HI, and CA. Dallas is a graduate of West
Virginia University and holds a degree in Business and Public Communications, Class of
The current global health event has changed the world. For businesses, it has created dramatic lulls and spikes in customer volume and labor needs. Organizations are facing unprecedented pressure to be agile and ready to adapt as we return to the workplace.
For most, this will mean re-opening, re-employing and re-engaging with customers in a whole new way. The new normal is leaving employers with many questions to answer. What are the latest compliance requirements? Will some jobs remain remote? Will PPE or protocol reduce productivity? When will my customers, clients and employees be ready to return?
In this webinar, we will share insights, best practices and considerations into managing your workforce as your organization re-opens and returns to your new normal, including:
VP Workforce Strategy & Compliance
ADP Strategic Advisory Services
Sushma Tripathi serves as Vice President, Workforce Strategy and Compliance in ADP’s Strategic Advisory Services group, and is responsible for actively working with clients to help them develop and execute their workforce strategies. Her experience cuts across many industries, spanning from large multinationals to national organizations pursuing global growth.
ADP’s Strategic Advisory Services is a team of experts that helps clients develop and execute highly effective Human Capital Management (HCM) strategies in the
areas of compliance, benefits, payroll, data analytics, service delivery, workforce management, talent management as well as communications and change
Sushma brings more than 20 years of experience in leadership, operations and product management in workforce management, payroll, compensation and
benefits strategy, compliance, and administration in the fast-paced, high-growth, outsourcing and insurance markets. She is a recognized authority and a noted
speaker at industry conferences and events, a frequent contributor to ADP blogs and widely published in news outlets, including SHRM, Employee Benefits News,
HR Daily Advisor, HRO Today, Forbes, CFO Magazine, and CPA Practice Advisor.
Before joining Strategic Advisory Services, Sushma served as VP of Total Absence Management at ADP where she had P&L ownership and oversaw all facets of the business, including implementation, client service and operations. She joined ADP in 2012 through the acquisition of SHPS Human Resource Solutions, At SHPS she served as SVP, Product Management, where she was
instrumental in enhancing both the client and participant experience. Prior to joining SHPS|Carewise Health, she served as a Director, Product Development and
Management for Cigna, as well as various positions in benefits administration at Independence Blue Cross and Strawbridge & Clothier.
Sushma has a Master of Business Administration degree from Drexel University with dual majors in finance and human resources management.
Once again, the Affordable Care Act (ACA) has become a front and center issue for many employers and their employees. New state-based mandates go into effect in 2020, Individual HRAs are now potentially reportable and the 1095c forms have changed. How do these recent changes to the law and the filing process impact your business. How has Covid-19 impacted the ACA. How do you respond if you receive a penalty letter (2018 letters have been recently sent). Finally, will ACA survive the upcoming Supreme Court case being argued on 11/10. And what are the possible outcomes for employers. All of this and more will be covered in this timely webinar.
Michael Weiskirch’s career spans over 25 years in employee benefits and HR technology fields. As EmployeeTech HR Technology consultant he advises
clients in the selection and deployment of all HR solutions including payroll, HRIS, talent and recruiting.
Michael has assisted 100’s of clients by helping them identify ways to automate their HR process through the implementation of new systems as well as enhancing existing applications.
He is a frequent speaker and the author on benefits and HR technology issues including two articles, “A Framework
for a Private Exchange” and “ACA’s new Math,” published in Employee Benefit News. His leadership on HR Technology projects has been
instrumental in helping clients address some of their most challenging problems, enhancing their productivity.
Michael's firm EmployeeTech is the developer of software solutions for ACA compliance and employee engagement.
As Human Resources Administrator, for the Kenmore-Town of Tonawanda Schools, Ronald Moser was responsible for handling payroll, personnel, and employee benefits matters. He has over 35 years of experience in these areas, having worked as Tax Preparer, Supervisor of Payroll/Benefits, and Accounts Payable and Employee Benefits Supervisor.
Mr. Moser currently serves on the American Payroll National Speakers Bureau, Champs, APA’s IRS Issues Committee, APA Government Task Force Subcommittee on Pay Cards, Board of Contributing Writers and APA Ambassador. Mr. Moser has also served as Co-Chair of the Government/Public Sector Task Force and K-12 Education Task force. He has served on the American Payroll Associations Hotline, Education Committee, Nominations and Elections Committee, Board of Advisors and has served as a Vice President of the APA’s Board of Directors. He is a co-founder of the Buffalo Niagara APA Chapter and has served as President and Education Coordinator of the Buffalo Niagara Chapter. Additionally, he has served as New York Statewide Conference Chair, and has taught the APA’s Payroll Professional Learning Series. He received the APA's Meritorious Service Award in 2003, a Special Recognition Award in 2005, Payroll Man of the Year in 2007.
Mr. Moser, who has served on the Board of Advisors of the IRS Small Business Assistance Center in Western New York, has held the designation of Certified Payroll Professional since 1993. He also holds a Degree in Accounting.
Virtual Meeting August 2020: "Unemployment Tax Opportunities: Mergers, Acquisitions, or Other Business Changes"
Bio: Josh Kendall is the Vice President of UI Tax at Thomas & Company. He graduated from Middle Tennessee State University in 2001 with a major in Business Administration and double minor in Finance & Economics. He began working at Thomas & Company in October 2004 and accumulated sixteen years’ experience in unemployment claims and tax management, working with client companies on a nationwide basis. His current responsibilities include operational oversight of the UI Tax Department, which includes all UI tax related matters such as tax rate verification and client consultation pertaining to UI tax savings opportunities related to mergers, acquisitions and divestitures. Josh is also a member of the Executive Leadership Counsel at Thomas & Company whose functions are to provide innovation and leadership throughout the company.
Virtual Meeting July 2020: "Early Wage Access? Pay-on-Demand? Daily Pay Benefits? The ins and outs of this year's buzziest trend in payroll."
VP Employer Partnerships
Bio: Jen Terrell has a passion for helping very early-stage companies grow and scale their sales and operations teams. She seeks out companies who are disruptors in their industry, and works through the challenges of being a pioneer, in hopes of making a solution mainstream. Jen was the first employee in sales leadership at a company called LivingSocial (Groupon), and she spent 10 years growing the "daily deal" industry from a simple idea to a tool used by hundreds of thousands of business owners across the globe.
Her latest venture focuses on helping employees escape the debt trap, by allowing them access to their pay in advance of their company's scheduled pay day. Her company is called Rain, but they're one of a handful of companies who are disrupting the payroll space in a big way.
Jen's professional mission is to kill predatory lending practices and help employees across the globe take control of their financial freedom. When not focusing on that, she lives with her husband JT and their 2 sons Hank and Mack here in Nashville TN.
Money Coach, Author, Professional Speaker
Since 2010, Dakota has coached people how to create a budget, crush debt, save for emergencies, and to move toward their financial goals.
Dakota knows what it feels like to struggle financially. He grew up in a low-income family of nine, living on welfare. Dakota was determined not to live a life of financial hardship as an adult. He realized he had a gift of handling money wisely.
Creating The Dream Chaser Group, Dakota Grady is on a crusade to bring HOPE by Helping Other People become Empowered through biblically-based financial literacy.
Dakota brings years of experience as a financial coach, speaker and now author. He has two degrees; one in Accounting (University of South Carolina Upstate) and one in Marketing (Berea College).
Dakota's book-Financial Hope: Principles for a Prosperous Financial Future is available at Barnes and Noble as well as Amazon.
In his spare time, Dakota enjoys reading, swimming and spending time with his family.
Director of Training
Thomas & Company
Adam is the Director of Training at Thomas and Company, an organization that helps nationwide employers save money and increase efficiency within the unemployment cost control, wage verification, and Tax Credit and Incentives programs. Adam has been with T&C for 12 years working with clients as well as internal employees focusing on best practices and process improvements. In his current role, Adam maximizes the value of developing and delivering training and resource materials on each of the services and their respective online platforms. “Working with nationwide clientele has taught me that each business has strengths and weaknesses that are unique to them. My goal is to reinforce those strengths and limit the weaknesses by providing educational opportunities