Delivering Efficiencies Across the Employee’s Lifecycle with AI
ATTENTION - OUR MARCH MEETING IS THIS WEEK THURSDAY MARCH 27, 2025
3 PM TO 5 PM.
Sponsor:
Speaker: Rafael Tercarolli With over 20 years of experience across North and Latin America, Rafa is a seasoned transformation leader dedicated to driving strategic growth and operational excellence. Known for his data-driven approach and expertise in digital transformation, Rafa has led initiatives that optimize team performance, streamline processes, and enhance customer experience.
PLEASE NOTE OF THE MEETING ADDRESS CHANGE AND THE HAPPY HOUR CHANGE – EWA is here to Stay!
Get Ready for our Annual "Rapid " Sponsor Meeting. This Meeting is open to the public and a "Live" event. Meeting Location is now at: WeWork, 2211 Michelson Dr, Floor 9 Irvine
3pm – 5pm.
Sponsor:
Speaker: Burke Rice brings to his role more than 30 years of sales, sales management, operational oversight, and entrepreneurial experience. In his early career, Burke worked in banking and public accounting with Bank of America, USBank, and Grant Thornton LLP.
Taxation of Equity & Deferred Compensation
Speaker: Peter Berard is the national leader of RSM’s SALT employment tax practice. Pete practices in the areas of federal, state, and local employment tax matters. Peter has more than 20 years of payroll and employment tax advisory experience, focusing on multistate income tax withholding issues, merger/acquisition integration, refund studies, statutory election analysis, risk management services, process reviews, information reporting, and compliance issues.
Speaker: Erica Stohler provides employment tax consulting and compliance assistance to clients across all industries and sectors. She has provided employment tax services at public accounting firms for more than 12 years. Erica’s experience includes federal, state, and local employment tax compliance, wage and benefit taxability, loaned project management services, and various aspects of worker classification.
Life of an Employee (This was for the CA payroll conference)
Speaker: 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 35+ 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.
Beach Cleanup Summer Event!
Alamitos Beach Long Beach, CA, United StatesSave the Shore, Make a Splash! 
This summer, OCCAPA is teaming up with the Aquarium of the Pacific to keep our beaches sparkling clean and protect our oceans. We invite you to join in on the fun, rewarding day under the sun.
To sign up, please visit:
Using Gross Ups Effectively
AI and Advancements in Technology: Revolutionizing Payroll for the Future
Speaker: Teresa Smith SHRM PMQ, HRP, FPP, PFA, FDS
Partner Direct, Human Insights and
HCM Strategic Advisory Group
As a partner director for the human insights and human capital management (HCM) strategy consultant group for UKG Incorporated, Teresa Smith advises business leaders and their leadership teams on how to better maximize people-centric strategies to achieve long-term success.
Preparing for Year End Complete with Legislative Updates
Speaker: Mindy Mayo is a Managing Director in KPMG’s Silicon Valley office. She has over 30 years of employment tax experience and has assisted clients through a myriad of payroll issues encountered during a company’s life cycle. Mindy has worked with companies of all sizes, assisting with employment tax matters from start of business through branch or company closure.
TBD
Speaker: ADP Wisely
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