A Payroll Symphony · 2017-09-18  · A Payroll Symphony Orators & Scores (Speakers-Presentation-Rooms-Times) California, Roger started his working career at Sea World in San Diego

A Payroll Symphony Orators & Scores

(Speakers-Presentation-Rooms-Times)

A Symphony of Many

Movements

Presented by Roger Stevens,

Emergency Manager, City of Salem

The Chamber 8:00am

Roger Stevenson comes to us with a varied background. After attaining his BS in Marine Biology in Southern California, Roger started his working career at Sea World in San Diego working as a veterinary assistant with marine mammals. He transitioned to a 26 year career in Regional Retail Management, culminating as owner of a marketing company. Finally finding a niche in Emergency Management, for the last 32 years, he has provided emergency planning, training and exercising for an area as large as 4000 square miles and 20 cities. He works for the Salem Fire Department which supports the city’s Emergency Management programs. Roger is an exuberant speaker, and is enthusiastic about the health and safety of others.

A Symphony of Many Movements: Does your business have a disaster preparedness plan? Do all employees

know what it is? Has your payroll department contributed to the corporate disaster preparedness plan? Payroll

departments have a key role in corporate disaster planning, although most do not realize it until it is too late.

This presentation will cover payroll’s roll in emergency management as well as what your business may need to

have in place to process payroll in the midst of a catastrophic event.

Tips and Tricks for Legato (smooth)

Eligibility to Work Verifications

Presented by Elaine Rosenberg

Advanced Reporting

Brass Section 9:30am

Elaine Rosenberg is the CEO of Advanced Reporting, LLC and is actively engaged in educating organizations and consumers about the background screening industry and pre-hire processes. She currently chairs the Communications Committee for the National Association of Professional Background Screeners, is a member of SHRM and is licensed as a private investigator by the Oregon Department of Public Safety Standards and Training. She holds a bachelor’s degree in Political Science and History of Science, History of Medicine from Yale University and is a graduate of South Salem High School.

Tips & Tricks for Legato Eligibility to Work Verifications: In an ever changing technological, legal and regulatory

environment employers are facing more challenges than ever before when it comes to verifying an employee’s

eligibility to work in the United States. In this session, we will review the latest version of the Form I-9, required as

of 9/18/2017, the changes made in 2017 and the most frequently made mistakes. We will explore the unique

challenges that occur when hiring remote employees or employees new to the US and discuss several solutions.

We will demystify the E-Verify process and system and explain how its use will augment and enhance your Form I-

9 collections. Finally, we will examine how an electronic I-9 system can bring harmony to your onboarding process.

Oregon’s Prevailing Wage

Rate Law Overview

Presented by Susan Wooley

BOLI

String Section 10:00am

FSA, HRA, and VEBA’s Making an Educated Decision In today’s Market

Presented by Danielle Bauwens & Amy Barnwell

EBMS, Inc.

Wind Section 9:30am

Danielle Bauwens is currently the Consumer Driven Health Account and Sales Manager for EBMS, Inc. Although a recent addition to EBMS, Danielle has ten years’ experience in banking, specializing in Health Savings Accounts. Her career ultimately began in customer service and has transitioned quickly into account management and sales. Danielle is currently attending the University of Phoenix. Danielle lives in Billings, Montana with her husband and three children. Amy Barnwell is currently the Regional Vice President of Sales for EBMS, Inc. Employed in the insurance

industry for over 20 years, Amy has worked for local and national carriers in both the self-funded and fully-

insured markets. Her experience spans operations, marketing, account management and sales. She began her

career as a part-time employee working after school at a local health insurance company and returned to the

field after graduating from college. Amy earned her bachelor’s degree at Oregon State University.

FSA, HRA, and VEBA’s: In this one hour session, this duo will present the key requirements and regulations

around FSA, HRA, and VEBA’s. In perfect harmony, Danielle and Amy will review the key differences,

ensuring that you’ll walk away with the ability to make an educated decision regarding these benefits.

Susan Wooley has worked for the Oregon Bureau of Labor and Industries for nineteen years. As the Prevailing Wage Rate Technical Assistance Coordinator for the past fourteen years, she oversees BOLI’s prevailing wage rate (PWR) law education program, giving seminars on PWR law to contractors and public agencies around the state. Prior to this position, she was a compliance specialist with the PWR unit for five years, investigating complaints of PWR law violations, and instructing contractors and public agencies on how to stay in compliance with the law.

Oregon’s Prevailing Wage Rate Law Overview: Susan will present a brief overview of Oregon’s Prevailing Wage Rate laws, and will provide information regarding employer responsibilities when working on public works projects, including paying the appropriate prevailing wage rate, understanding daily and weekend overtime requirements, and learning how to correctly complete certified payroll report forms.

Symphony No. 401k,

“Fiduciaire Fantastique”

Presented by Rick Harris

Blue Prairie Group

Brass Section 10:45am & 1:00pm

Rick Harris is a managing director at Blue Prairie Group and serves as the firm’s Practice Leader in the nonprofit and

higher education space. His primary expertise is as a fiduciary and ERISA consultant to private educational

institutions with regard to their defined contribution retirement plans. Rick received his Bachelor’s Degree from the

University of Idaho and his Master’s Degree from Bowling Green State University in Ohio.

Symphony No. 401k, “Fiduciaire Fantastique”: This presentation consists of four measures. 1) Knowing Your

Orchestra – Who are your players and what are their roles & responsibilities? 2) Preparing for the Performance –

Making reasoned & informed decisions, knowing the New Fiduciary Rule, your plan documents, record keepers,

TPA’s, Advisor/Consultant, identifying potential problem areas and common mistakes. 3) Playing to the Audience

- A retirement plan that serves the sole best interests of participants and their beneficiaries. 4) Post-Concert

Remarks by the Conductor – Audience participation with a Q & A session.

How to Choose A Vendor and the

Three Biggest Trends Businesses Face

Presented by Daniel Cohen

Paylocity

Wind Section 10:45am & 1:00pm

Daniel Cohen is Human Capital Management Analyst for Paylocity. He educates businesses on some of the latest trends specifically affecting payroll and HR departments. He has been working closely with business for over 12 years implementing strategies and tactics to achieve their respective goals.

How to Choose a Vendor and the 3 Biggest Trends Businesses Face: We’ll Breakdown Gartner’s criteria for choosing a vendor. What three questions should you ask: How do we improve our technology? What makes us a modern workplace? What ‘Big Data’ do we need and how do we use it?

Hitting the Right Notes with Payroll in the

Collective Bargaining Process

Presented by Todd Merklin, PHR

City of Salem

String Section 10:45am & 1:00pm

Todd Merklin has been a member of several collective bargaining teams and has witnessed differing approaches and styles in the bargaining process. He’ll share what he has learned; highlighting a key ingredient in reaching a successful collective bargaining agreement requires both effective communication and partnership with the organization’s payroll professionals.

Born and raised in Oregon, Todd is a husband to his best friend and a proud father of four children. He is a HR

professional with management experience spanning 25 years and is currently a Senior Human Resources Analyst for

the City of Salem, Oregon. Todd holds both a Bachelor’s Degree in Business Management and a Professional in

Human Resources certificate from the HR Certification Institute.

Title: “Hitting the Right Notes with Payroll in the Collective Bargaining Process” We’ll review the fundamentals of the collective bargaining process, while discussing the crucial role of the Payroll Professional in reaching a successful agreement.

A Medley of Information

Presented by Rick Rebel

Aldrich Benefits LP

The Chamber 2:45pm

Rick Rebel has over 30 years of experience on serving AKT’s business clients coordinating benefits packages

that maximize their investments and controlling costs. With his extensive understanding of the benefits area,

Rick has spoken hundreds of times on the Affordable Care Act topic all over the Pacific Northwest, helping

organizations understand the complexities involved in complying with legislation.

A Medley of Information: Attendees will participate in a fun and interactive Q&A session using their smart phones that will provide an opportunity to review the key components of the ACA. We’ll review the 1095C requirements and talk a little about IRS future collection efforts. We’ll discuss the Work Opportunity Tax Credit program, and spend some time on the value of good data analytics and how it can help you navigate the health

insurance landscape. We’ll also discuss the latest legislative changes in Oregon that impact the fully insured

market. Finally, we’ll review the basics of the new Qualified Small Employer HRA plans (QSE HRA)