Orange County Chapter, American Payroll Association (OCCAPA)

Webinar – December Chapter Meeting: Another Shocking Year in California! Our Annual California Legislative Employment Law Update
2020-12-17 15:00 - 17:00 (America/Los_Angeles)
Please note that Registration is required for Members and Non Members in order to participate in our webinar and will only be available until Thursday 12/17 at 9:00 am.

Member Registration:
Member: Free, e-mail your full name to: membership@occapa.com
RCHs: 2 Units

Speaker: Jim Hart is a shareholder in the Irvine office of Littler Mendelson, the largest U.S.-based law firm exclusively devoted to representing management in employment and labor law matters. Jim has specific expertise with:

Class action and wage and hour laws and regulations, including those that cover classification, overtime, off-the-clock, and meal and rest policies and the Private Attorney General Act (PAGA)
The Americans with Disabilities Act and corresponding state disability and leave laws
Privacy laws
Appellate procedure

Jim is also licensed as a Solicitor in England and Wales. Prior to joining Littler, Jim practiced criminal law as a deputy attorney general in the California Attorney General’s Office.
More recent notable litigation for Jim includes:

Successfully challenging a remand motion, transferring venue out of California, defeating class certification and compelling arbitration in a class action alleging misclassification.
Prevailing on multiple wage and hour claims by various former employees challenging a client’s commission plan.
Having summary judgment granted on a claim brought under the Private Attorney General Act (PAGA) against a client.
Obtained defense verdicts for wage and hour claims of multiple remaining defendants after defeating class certification.

Regularly Scheduled Meetings –Chapter meetings are an ideal place to network and they provide educational opportunities for chapter members to learn more about critical payroll and compliance issues while earning Recertification Credit Hours (RCHs). Non members are charged a $20.00 Fee per Regular Meeting.

Register Online

$20 Non-Member Attendance Fee

Attendee Name:

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Webinar – November Chapter Meeting: COVID 19 - Workers' Compensation Payroll Rule Changes During the Pandemic.
2020-11-19 15:00 - 17:00
Please note that Registration to this webinar is required for Members only in order to participate in our webinar and will only be available until Thursday 11/19 at 9:00 am. Non Members will first need to register for Membership to the OCCAPA.

Member Registration:
Member: Free, e-mail your full name to: membership@occapa.com
RCHs: 2 Units
Speaker: Brian Gray is the Director, Classification Administration and Education for the WCIRB. Mr. Gray joined the WCIRB in 1987 and has over 30 years direct experience in the application of the California Workers’ Compensation Uniform Statistical Reporting Plan—1995 (USRP). His previous positions with the WCIRB include Director, Classification Research, Field Representative, Classifier/Test Audit Reviewer, Classification Research Analyst, Manager of the Policy Examination Department, and Quality Assurance Director in the WCIRB’s Classification and Test Audit Department.

Speaker: Calvin Anderson works in the Classification Administration and Education Division at the WCIRB. He has over 35 years’ experience in the Classification and Test Audit process. He is responsible for administering the Test Audit Program and assisting the WCIRB field staff to ensure the quality of WCIRB inspections and test audits. Calvin frequently speaks to insurers and insurance groups throughout the state to provide training in the Standard Classification System and the application of rules of the California Workers’ Compensation Uniform Statistical Reporting Plan—1995.

California Payroll Conference -Virtual! October 21 - 22, 2020
2020-10-21 - 2020-10-22
This meeting is going Virtual! Registration is still open. While attending California Payroll Conference, attendees will receive two and a half days of educational workshops that will enhance their payroll career. Come and enjoy the networking opportunities to connect with industry leaders that you can rely on for immediate solutions to your payroll needs.
With RCH credits to fulfill your certification requirements, you will also enjoy great food, amazing speakers and hot topics all provided at a reasonable rate.
Register

Webinar – October Chapter Meeting: Avoiding Pandemic Wage & Hour Woes
2020-10-15 15:00 - 17:00
Please note that Registration to this webinar is required for Members only in order to participate in our webinar and will only be available until Thursday 10/15 at 9:00 am. Non Members will need to register for Membership to the OCCAPA .

Member Registration:
Member: Free, e-mail your full name to: membership@occapa.com
RCHs: 2 Units

As the “new” workplace begins to unfold, employers are faced with new challenges both operationally and employee driven. Now that employers have their remote programs up and running and as some employees return to the physical workplace, assessing potential wage and hour pitfalls is paramount. Join partner Paul Fleck with Atkinson, Andelson, Loya, Ruud & Romo to discuss the current pitfalls employers are experiencing and what additional practices can be put in place to mitigate against the risk of wage and hour claims.
Paul Fleck, partner with Atkinson, Andelson, Loya, Ruud & Romo works closely with his business clients navigating the complexities of federal, state, and local employment and labor laws. Representing management exclusively in all aspects of employment litigation, he assists employers in successfully operating their businesses in California. Mr. Fleck’s hands-on experience working in human resources at both Fortune 500 and California businesses prior to his legal career provides him with the unique opportunity to impart practical advice on complex human resources and employee relations issues.

Webinar: September Chapter Meeting: Leading Yourself and Others in Challenging Times
2020-09-17 15:00 - 17:00
Please note that Registration to this webinar is required for Members only in order to participate in our webinar and will only be available until Thursday 9/17 at 9:00 am. Non Members will need to register for Membership to the OCCAPA .

Member Registration:
Member: Free, e-mail your full name to: membership@occapa.com

RCHs: 2 Units

Cecilia Gorman hails from the OC advertising industry where she spent 20+ years in creative management, recruiting and HR. She owns Creative Talent Partners, a training consultancy focused on new and struggling managers and the teams they lead. She is the co-founder of a female-focused training program, Empowership, and is the creator of Manager Boot Camp, a 4-week digital course for managers of all levels.
Recent clients include CBS, Oakley, Texas Christian University, Volcom, Univision, Easterseals, Hyundai Capital, and ASICS. It’s been her mission to inspire, educate and motivate people toward their greatest potential.

Celebrating NPW - John Valverde, OCCAPA Treasurer
2020-09-08 - 2020-09-30
National Payroll Week is the time to recognize and say “Thank You” to the amazing payroll professionals. We should not only celebrate it because it is something to be extremely proud of, but to show people why this is important and why it is something to be celebrated and definitely something to talk about. So that is why I am very excited and happy to shower John Valverde with deep appreciation in Celebration of National Payroll Week this year. I wanted to showcase how hard John has worked to get where he is today and that he has deserved it and should be extremely proud of himself. John is exceptional and impressive. He is our newly elected Treasurer of the OCCAPA and we are very fortunate to have him. It is amazing how quickly and how completely he has established himself in his role. John says, “It’s been a rewarding and learning experience in the Treasurer Role. We were without a Treasurer for some time and organizing the financials took more of an effort and more time was involved. I am very happy to have those now up to date.” John is the Senior Payroll Manager for Alliance HealthCare Services. He states “The people are what makes me most happy with Alliance, from the Payroll Team, to the HR Department to the Accounting Department. There are a lot of incredible people that surround me.”
John has lived in California his entire life. Born up north, but grew up in Anaheim from a very young age. He now currently resides in Long Beach. John attended California State, University of Long Beach, obtaining a BA in Speech Communication. His career goal after college was to make Human Resources a career. As you will see below, that didn’t quite work out. John’s main hobby is recreational softball and has been playing softball for many years. He enjoys the game and especially the friends that have come along the way. It’s been tough for John not having that now in the Covid world and also, not getting that workout in. Growing up in Anaheim, John has always been an Angels Fan. He loves the Lakers and the Dallas Cowboys (his father lived in Dallas). John absolutely misses attending the Angel games!
As with many Payroll Professionals, payroll was not a goal in mind for John when he started out. Can you believe that John now has been in Payroll for 26 years? He started work at the age of 10. We all know that back then child labor laws were not as they are today. However, his “payroll” career actually started out as an HR/Payroll Assistant at Bally Total Fitness, which is no longer in existence. He was in that role for about a year when the corporate payroll team moved. It was then that the payroll manager approached John with the opportunity to solely process payroll for the company. From that point on, payroll has been his world and career focus. John is now the Senior Payroll Manager for Alliance HealthCare Services (formerly known as Alliance Imaging). He has been with Alliance HealthCare Services for over 21 years and has a team of 6 on his Payroll Team.
Alliance HealthCare Services provides Diagnostic Radiology, Radiation Therapy and Interventional Radiology systems in a variety of settings. John has been lucky during his tenure at Alliance, that he has had the opportunity to have incredible bosses over the years. John has had his current boss, Tava Mericle, the Director of Accounting and Administrative Services for the last 15 years. Tava has been extremely supportive of John. This has helped him extremely, when there is good leadership above you available. John says “that is what makes being at Alliance even better.”
John remembers when he began at Alliance they used Paper Time Sheets, there were about 1700 employees at the time, but spread throughout the country. “Every Monday (we were bi-weekly, but half paid one week and the other the next), the team would grab a ruler, and with their head down, key in the timesheets into a home-grown time tracking system.”
His first implementation was in 2003 when they moved to ADP, using the Enterprise platform. Then they implemented Kronos in 2007 and finally came off of the paper timesheets. He was then able to move everyone onto one payroll. He continued with ADP, eventually moving to the hosting platform and eTIME (which is essentially Kronos). John’s Payroll Team was the first to implement Self Service for the company. It was basically Pay Statements Online. John and his payroll team were driven to get as many off of paper checks as possible. The choice was direct deposit with online access to their check or a live check. They ultimately came to 95% of the population off of the paper check. Please note that this was back in the day when many were resistant to this change.
The Human Resources Team at Alliance HealthCare Services implemented Workday HCM in January of 2018. In January 2019 the Alliance Payroll moved onto Workday, implementing Payroll, Time Tracking and Absence. This was a very challenging and fulfilling implementation for John. Literally for John, it was a year of working 12 hours or more per day/7 days a week. He had no life to speak of, but was very determined for it to go right and be successful. He had a very strong and a very good team inclusive of HR, Payroll, IT and outside consultants, everyone worked hard, it was a great collaboration. It was a very good Workday implementation for John. His first payroll with Workday resulted in 20 manual checks due to issues. Which is not so bad! They are still learning and there have been a few bumps in the road since the Conversion/Implementation, but it was definitely a success.
John has been a member of both the APA & OCCAPA for the last 20 years. He became the Membership Director of the OCCAPA in 2017, and moved into the Secretary position for two years. He currently holds the position of Treasurer for the Orange County Chapter American Payroll Association. He has also participated in the California Payroll Conference for 3 years.
In 2000 John sought out to become a Certified Payroll Professional. At that time he participated in the OCCAPA Study Groups. The study group turned out great for him and passed the CPP exam on the first try. He met many great people preparing for the CPP exam and many are close friends today. He went to his first APA Congress in 2000 and has attended Congress every year since then, 20 times. John says, “Congress is an incredible event, it is where you build your network”.
He would like to offer the following tips or advice to all Payroll Professionals:

Get involved in the profession.
Join the Local Chapter or the National APA.
Attend the local chapter meetings and network with the great people in the organization. It’s very fulfilling and it assists with your career progression.
If something ever goes wrong with a Payroll or was missed, add it to your processing check -list so it doesn’t occur again!

BY: Remy Jay, CPP, OCCAPA Webmaster

National Payroll Week -September 7 - 11
2020-09-07 - 2020-09-11
“America Works Because We’re Working for America.®” The money that payroll professionals collect from employees’ paychecks through the payroll withholding system is vital to the funding of important government programs that keep America working smoothly such as Medicare, the building of federal highways, social security, the U.S. military, and much more.
To read more and to plan your National Payroll Week please visit the website:
https://www.nationalpayrollweek.com/about/

CPP and FPC Exam takers - You can now Take Your Exam From Home!
2020-08-21 - 2020-08-31
Be sure to register for the exam window that you have been studying for!
SPRING exam window is open through August 29, 2020 and will test candidates on laws and regulations as of January 1, 2019. FALL exam window will be open September 5 through November 7, 2020 and will test candidates on laws and regulations as of January 1, 2020.
Schedule your exam through your online APA Certification Dashboard.
North America residents can now register and test from the comfort of their home or office using OnVUE, PearsonVUE’s online proctoring exam delivery system!

Webinar – August Chapter Meeting: Worker Classification and the Gig Economy.
2020-08-20 15:00 - 17:00
Please note that Registration to this webinar is required for Members only in order to participate in our webinar and will only be available until Thursday 8/20 at 9:00 am. Non Members will need to register for Membership to the OCCAPA .

Member Registration:
Member: Free, e-mail your full name to: membership@occapa.com
RCHs: 2 Units

Jon Stone is a Tax Senior Manager for KPMG LLP, who splits time between Santa Clara, California and Short Hills, New Jersey for KPMG’s Global Mobility Services Employment Tax practice. He has over thirteen years of employment tax consulting and compliance experience with a wide range of Federal, state, and local tax matters for clients in a variety of industries.
Professional and industry experience
Jon has assisted clients with reviewing payroll tax processes and procedures to determine leading practices, if the company is properly complying with Federal and state employment tax requirements, including monthly, quarterly, and year end compliance filings, and if areas of savings opportunities or potential exposure or risk exists. As part of the reviews, he has helped identify HR and tax processing procedure gaps and assisted in the development policies to ensure that efficient and compliant HRIS/payroll operations align with business strategy. Jon has also assisted with drafting policy and communication to employees regarding new HR and employment tax procedures to confirm that the language and messages conveyed were consistent with company culture and business strategy.
Jon has reviewed and overseen the implementation of multi-jurisdictional withholding policies, procedures, and capabilities for clients with a mobile workforce throughout the United States. As part of this, Jon has coordinated KPMG, client, and third party vendor resources to successfully oversee and manage the implementation of multi-jurisdictional tax solution technology and/or new payroll systems for multiple clients. He has reviewed compensation, including long-term awards programs, stock plans, and incentive awards for compliance with state allocation for wage reporting and withholding tax purposes. He has also developed and led client-tailored trainings to educate employees on the new policies and technology requirements.
Jon delivers a variety of services to clients related to the movement of employees between legal entities, including: providing due diligence assistance prior to the acquisition of employees for outstanding exposures related to worker classification, fringe benefits, and Federal, state, and local tax compliance; confirming post-employee acquisition compliance with all Federal, state and local guidelines, including completing all necessary withholding and unemployment employment tax forms; and identifying and securing refunds for clients associated with the overpayment of employment taxes that resulted from a prior movement of employees.
Jon also assists non-U.S. based clients begin and maintain payroll operations in the U.S. through local hires or secondments and also assists the clients through the coordination of employment tax, Federal and state corporate taxes, international tax, and transfer pricing compliance requirements.
Jon also provides tax controversy services to clients at the Federal, state and local level including audit assistance, notice resolution, penalty and interest abatements, and review of the classification of workers as an independent contractor or employee.
Technical skills
CCH Tax, RIA Checkpoint, Westlaw, LexisNexus, Intuit QuickBooks, KPMG Link
Publications and speaking engagements
Published in KPMG Employment Tax Payroll Insights and Global Mobility Services Mobility Matters
Speaker at American Payroll Association events

OCCAPA Membership Registration - August 1, 2020 to December 31, 2020
2020-08-09 - 2020-08-31
Register and join the Orange County Chapter APA (OCCAPA) as a member for the period from August 1, 2020 to December 31, 2020. This registration is for Individual rates only. Becoming a member of the OCCAPA will give you access to attend our monthly virtual zoom webinars. It will help you to advance your career as a payroll professional, network with your professional peers, and impact others in your field. The OCCAPA will give you those benefits and so much more, including:

Network with other local professionals
Timely educational topics
Social events
RCH’s for Payroll Professionals
CEU’s for HR Professionals
Exposure and updates to industry national events
Access to peers and vendors
Impact and influence in the local payroll community

Click here to Register

California Payrolls: Are They Really That Difficult?
2020-07-16 10:00 - 11:30
Date: 7/16/2020

Time: 1:00PM-2:30 PM EDT

RCHs: 1.5 Units

Member: Free

This class is Full, but the On Demand version is available for purchase here
Learn the latest on successfully navigating payroll rules in California, including the new sick pay requirements. We’ll tackle tough topics like California’s overtime, wage payments, termination pay and labor law issues in addition to California’s conformity to the IRC, involuntary deductions, and requirements for keeping domestic partner benefits tax-free. By attending this webinar, you will learn:

How to ensure compliance with California’s requirements when paying nonexempt employees
How to ensure compliance with California’s requirements when employees’ employment relationships are terminated

No July 2020 Chapter Meeting
2020-07-16
Please note that the OCCAPA does not hold a July meeting. Our next webinar meeting will be on Thursday 8/20/2020 3pm – 5pm.

Virtual Congress 2020
2020-06-24 - 2020-06-25
Register
Event Details
June 24 – 25, 20
Start Time: 10:00 AM EST

Join us for this virtual event, presented on Wednesday, June 24 and Thursday, June 25. Workshops and general sessions will be available on demand June 26 through September 25, 2020.
Agenda
The 2020 Virtual Congress & Expo offers:
• 12 Educational Workshops, 3 General Sessions, and a Thought Leadership Session
• The opportunity to earn up to 22 RCHs, based on actual attendance at each workshop session
• A full-service Expo Hall to visit with our exclusive payroll vendors and learn about the latest product and service solutions available
• A Networking Lounge with multiple chat boards to network with peers
• A Resource Center to gather important event materials and news
• Profile pages for all participants to see who’s attending
Credit Information
Earn up to 22.0 Recertification Credit Hours (RCHs), 2.20 Continuing Education Units (CEUs), or 6.0 Continuing Professional Education (CPE) credits. No advance preparation required. See individual sessions for CPE Fields of Study. CPE credits are not available for on demand sessions.

Webinar – June Chapter Meeting: Updated for 2020! Benefits and Payroll: Top 10 New Developments and Compliance Traps
2020-06-18 15:00 - 17:00
Please note that Registration is required for Members and Non Members in order to participate in our webinar and will only be available until Thursday 6/18 at 9:00 am.

Member Registration:
Member: Free
For Members, e-mail your full name to: membership@occapa.com

Non Member: $15.00

For non-members use the pay-pal button below.

RCHs: 2 Units

Register Online

I am a

Non-Member $15.00 USD

Attendee Name:

Company Name:

Contact #:

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Certifications: If it does not apply, leave it blank

CPP

FPC

Speaker: Marilyn A. Monahan, Esq is the owner of the Monahan Law Office in Marina del Rey, CA. Marilyn focuses her practice on advising employers and consultants on compliance with employee benefit and insurance laws, including ACA, ERISA, HIPAA, and COBRA. Her volunteer activities include serving as Secretary of the Employee Benefit Planning Association of Southern California (EBPA), and as an advisor to the Executive Committee of the Solo and Small Firm Section of the California Lawyers Association (CLA). Marilyn served on the Board of Directors for the Professionals in Human Resources Association (PIHRA) from 2008-2018, including as President (2015-2016).

Kris Armstrong, OCCAPA Secretary and Webinar Director
2020-06-11
Kris Armstrong has been a beam of radiant light at the OCCAPA for the past five years. She not only nailed it as our newly elected secretary this year, but she is also our exceptional and amazing Webinar Director. Kris worked very hard in laying the groundwork for the OCCAPA meetings to be safe and healthy by spearheading the project of setting up our monthly meetings into virtual webinar meetings. Kris’ drive and determination and the love for all things payroll and payroll education made her the perfect candidate for this! She researched and collaborated with the national APA. She also did the Zoom research, and set up and did the user testing, and implementation. She also found the time to set up our webinar survey. Please join us in congratulating Kris for doing such an exceptional job, and also welcoming her into her new role.
Kris has been in the Payroll Industry for 12 years and was previously OCCAPA’s Educational Director for 4 years. She has been with the California Payroll Conference for the last 3 years and currently is their Chair for Marketing and Communications. She is a Senior Payroll Consultant for Paytech.
She would like to offer the following tips or advice to all Payroll Professionals:

Figure out the cadence and what helps the departments that are surrounding payroll can really help your payroll career.
Know the closing schedule.
Know when new hire orientation is taking place.
We do not do payroll in a vacuum. Be in constant communication with both accounting and HR, these relationships are invaluable.
Also, get a screenshot program and document EVERYTHING…you may have a perfectly good reason for adjusting an employee’s OT, PTO, expense payment but six months, a year, two years from now you will not remember it and what seemed like a small adjustment at the time can be a turning point in a lawsuit.
Get and keep proof of all actions you take. You will be protecting your company and your reputation.
Last but not least, learn technology, it is not going away! Excel/ Macros/VBA can be your very best friend in payroll.

We offer her all the love and support in the world! We are happy to answer any questions that arise about our chapter and our webinars, but in the meantime, simply continue to enjoy all of the amazing things that the OCCAPA has to offer.
Remy Jay CPP, OCCAPA Webmaster

Webinar – May Chapter Meeting: Capitol Summit Update
2020-05-21 15:00 - 17:00
Please note that Registration is required for Members and Non Members in order to participate in our webinar and will only be available until Thursday 5/21 at 9:00 am.

Member Registration:
Member: Free
For Members, e-mail your full name to: membership@occapa.com

Non Member: $15.00

For non-members use the pay-pal button below.

RCHs: 2 Units

Register Online

I am a

Non-Member $15.00 USD

Attendee Name:

Company Name:

Contact #:

E-mail Address:

Certifications: If it does not apply, leave it blank

CPP

FPC

Speaker: Rebecca (Becky) Harshberger, VP, Payroll Tax, Entertainment Partners
Ms. Harshberger is the VP of Payroll Tax at Entertainment Partners (EP) in Burbank, California. EP is the back office for the motion picture and television industry, providing payroll and film incentive management as well as software that most of the industry uses for budgeting, scheduling, accounting, and document management. Considered an expert in State and Federal Payroll Taxation, for the last 16 years, Becky has provided Tax guidance for US employees working on motion picture and television productions in both the US and around the globe at Entertainment Partners. She is responsible for employment tax, information tax and legislative changes. Previously she was a Senior Manager, at both Deloitte and PricewaterhouseCoopers National Payroll/Employment Tax Practice’s in Los Angeles. Prior to her employment in public accounting, Ms. Harshberger held positions in unemployment claims/payroll tax consulting, human resources and recruiting at both private and public companies.
She recently joined the America Payroll Association (APA) National Board of Directors as a Vice President, has served on APA’s National Speakers Bureau since 2011 and Co-Chairs the APA Government Affairs subcommittee focused on IRS issues since its inception in 2014.
From 2011 through 2014, she served as Chair, Employees Benefits and Payroll Subgroup, for the IRS Information Reporting Program Advisory Committee (IRPAC) representing the Entertainment Industry and the APA.
In 2020, she was awarded the APA Special Recognition Award for her contributions to the advancement of the Payroll Profession and was named the California Payroll Professional of the Year in 2014. A Certified Payroll Professional since 1999, she has taught the Greater Los Angeles Chapter CPP prep course every summer since 2000.
Becky and her husband Dave Stevenson reside in Santa Monica with their 4-year-old Golden Retriever-Labrador dog. When not working or chasing the dog around the backyard, Becky enjoys yoga, running, gardening and cooking (and eating!).

Webinar - April Chapter Meeting: CalSavers Plan
2020-04-30 15:00 - 17:00 | CA, United States
Please note that Registration is required for Members and Non Members in order to participate in our webinar and will only be available until Thursday 4/30 at 9:00am.

Member Registration:
Member: Free
For Members, e-mail your full name to: membership@occapa.com

Non Member: $15.00

For non-members use the pay-pal button below.

RCHs: 2 Units

Register Online

I am a

Non-Member $15.00 USD

Attendee Name:

Company Name:

Contact #:

E-mail Address:

Certifications: If it does not apply, leave it blank

CPP

FPC

Speaker: Jason Colin Patrick, Fiduciary Advisors, LLC. Jason is the Principal of Fiduciary Advisors, LLC. Jason specializes in advisory services for 401(k)s, 403(b)s, defined benefit plans, non qualified deferred compensation programs and executive and key employee insurance solutions.
Prior to founding Fiduciary Advisors in 2013, Jason spent 10 years with a National consulting and advisory firm where he headed up the firm’s West Coast retirement practice.
Jason retains his Series 7 (General Securities Representative), Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 63 (Uniform securities Agent State Law Examination) and Series 66 (Uniform Combined State Law Examination) licenses and holds the Certified 401 (k) Professional® designation by The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. He earned his B.S. degree in Business Finance and also retains an Accredited Investment Fiduciary® designation. In 2017, he was named by the National Association of Plan Advisors as one of Nation’s Top 75 Advisors Under 40. Since 2015, Jason has represented the firm’s clients and the retirement industry on Capital Hill in Washington, DC., to discuss retirement and tax reform, industry trends, employer retirement plans and the fiduciary definition/rule. Jason is an active member of the Western Pension Benefits Council, SHRM, PIHRA, NAPA and is on Fidelity’s Advisor Panel. In 2017, Jason received a fellowship after participating in the TRAU Master Class for Elite 401 (k) Plan Advisors at Fordham University School of Law.
Aside from running Fiduciary Advisors, in Jason’s free time, he bikes, kayaks and runs throughout Newport Beach. He enjoys traveling and spending time with friends and family. He supports various charities, to include the National Stroke Association, National MS Society, the City of Hope and the Insuring the Children Foundation. In his past, he has coached a high school JV Lacrosse team and briefly played within Boise State’s Lacrosse program.

IRS Understanding the 2020 Form W – 4 and How to Use it to Calculate Withholding
2020-04-30, 2020-03-21 - 2020-04-29
IRS Video on understanding the 2020 Form W – 4 and how to use it to calculate withholding.
https://www.irsvideos.gov/Webinars/UnderstandingThe2020FormW4AndHowToUseItToCalculateWithholding

2020 OCCAPA Membership Registration
2020-04-30
OCCAPA tracks memberships on a calendar year basis.
Jan. 1 – Dec. 31, 2020

Individual: $70 Non National APA Member
$60 National APA Member

$150 Corporate– National Non Member**
$40 per each additional Corporate Member – National Non Member**
$140 Corporate – National Member with Member ID #*
$30 per each additional Corporate Member – National Member with Member ID #*
*NOTE: You must provide member ID #.
**NOTE: Corporate membership within the same company consists of 3 members per fee. $40 for each additional member beyond 3 for a National Non Member and $30.00 for each additional member beyond 3 for a National Member.
Click here to register online or download the registration forms.
Great Reasons to Join or Renew!
Regularly Scheduled Meetings– Chapter meetings are an ideal place to network and they provide educational opportunities for chapter members to learn more about critical payroll and compliance issues while earning Recertification Credit Hours (RCHs). Non members are charged a $20.00 Fee per Regular Meeting.
Chapter Newsletters– Our OCCAPA – Payroll Insidernewsletter keeps our members connected with chapter and APA events, as well as providing updates from various chapter officers and committees.
Chapter Website– Our website, www.occapa.com, posts important chapter information and links to local government agencies, including a link to the APA National Website.
Thank you for your support and interest in the Orange County Chapter of the APA.

March Chapter Meeting: Updated for 2020! Benefits and Payroll: Top 10 New Developments and Compliance Traps
2020-03-31 | Hilton Garden Inn, 2381 Morse Avenue, Irvine, CA, 92614, United States
DUE TO CURRENT CIRCUMSTANCES THIS MEETING HAS BEEN MOVED TO NOVEMBER 19, 2020.

Speaker: Marilyn A. Monahan is the owner of the Monahan Law Office in Marina del Rey, CA. Marilyn focuses her practice on advising employers and consultants on compliance with employee benefit and insurance laws, including ACA, ERISA, HIPAA, and COBRA. Her volunteer activities include serving as Secretary of the Employee Benefit Planning Association of Southern California (EBPA), and as an advisor to the Executive Committee of the Solo and Small Firm Section of the California Lawyers Association (CLA). Marilyn served on the Board of Directors for the Professionals in Human Resources Association (PIHRA) from 2008-2018, including as President (2015-2016).

Message from our New President
2020-03-20 - 2020-04-28
Gaye Hudspeth, President
“Compliance is Mandatory, Therefore Education is Compulsory”
While I do not remember where I heard or saw this saying, it stuck out in my mind when I first heard it. I thought, “This is what as Payroll and HR professionals need to be reminded of often”. It was a main factor in why I became involved with OCCAPA. This fantastic group of volunteers, all hardworking Payroll & HR professionals, make sure we are current in this ever-changing environment. To successfully navigate this unpredictable landscape, it is imperative that we all stay educated, to maintain compliance and reduce risk for our employers.
During my tenure, I hope to see us all find something to bring to the table, to reach out to each other for input when we find ourselves faced with new challenges and support each other.
Looking forward to seeing you all at our Monthly Meetings so we can learn together.

March Chapter Dinner Meeting - 3/19/2020 is Postponed Until Further Notice
2020-03-15 - 2020-03-31
After carefully weighing the emerging health factors, as well as our duty to our members, other meeting attendees and our local communities, we have made the difficult, but necessary decision to postpone our March Dinner Meeting.
In the coming weeks, we will explore virtual meeting options. Please watch our website www.OCCAPA.com and your email for updates.
For those of you who have paid for registration to this meeting, we will refund you, in full, within the next 7 business days.
Thank you for your patience and understanding as we are considering the rapidly changing circumstances, as well as the safety and wellbeing of not just our meeting participants and our volunteers but all our families, friends and colleagues.
Sincerely,
Gaye Hudspeth, CPP
OCCAPA President

Video: An Extra Paycheck in 2020? It's Likely
2020-02-21 - 2020-02-29
BY: William Dunn, CPP | 01/30/20 Courtesy of American Payroll Association

Technology is Driving an Unstoppable Shift to On-Demand Pay
2020-02-20 15:00 - 17:00 | Care Ambulance Service, Inc., 1517 W. Braden Ct, Orange, CA 92868, CA, United States
Sponsor:

Speaker: Burke Rice is the Director of Sales for the Western US at rapid! PayCard. Burke brings to his role more than 25 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, US Bank, and Grant Thornton LLP. Over the past ten years, Burke has focused on the unbanked and underserved population of the US, serving as Executive Vice President of a national payroll card company and Chief Operating Officer of a start-up organization designed to serve the cash economy.
Burke is a fourth-generation Oregonian and currently resides in Portland, OR with his wife Christy and their four children. Burke was a division one collegiate athlete and captained the golf team at Santa Clara University while earning his degree in Economics. Outside of his daily duties, Burke served as a Director for the Evans Scholars Foundation / Western Golf Association for 9 years through 2017. He is actively involved in number of charities and professional organizations.

Regularly Scheduled Meetings –Chapter meetings are an ideal place to network and they provide educational opportunities for chapter members to learn more about critical payroll and compliance issues while earning Recertification Credit Hours (RCHs). Non members are charged a $20.00 Fee per Regular Meeting.

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$20 Non-Member Attendance Fee

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No January 2020 Chapter Meeting
2020-01-05 - 2020-02-23
Please note that the OCCAPA does not hold a January meeting. The first 2020 meeting will be held Thursday, February 20, 2020. Please check back again to see our 2020 Events Page and Calendar. See you in 2020.

Year End Check List – It’s that time of the Year again!! Some useful tips:
2020-01-05 - 2020-01-31
Audits should start early November… so that you have enough time to fix before last payroll of the year.

Create 2020 Payroll Calendar & Holiday Schedule
Review W-2 Data (SSN, Address) before final print
Complete a W-4 Audit, verifying state
Complete a WC Code Classification Audit
Complete a Job Title/Description Audit, ensure all EEs have one
Create 2020 Payroll Tax Folders, Time keeping Folders, Payroll Report Folders
Create 2020 401k Binder for payments, adjustments, letters from administrators
Create 2020 WC Binder for payments, adjustments, letters, reclassifications
Place Change of Address Forms on your company intranet & in lunchrooms
Upload new Benefit data into your payroll system, run trial tests before 1st payroll
Create 2020 Benefit Rate sheet (EE Cost, ER Cost, Cobra Cost)
Enter Fringe Benefit data from A/P, 3rd Party Sick Pay Data, Gift Cards w/cash value
Order Labor Law Posters for 2020
Create Important Message Log for 2020 (Paystub message)
Ensure 1095C Data is complete/accurate
Submit requests to Payroll Service for any extra (Bonus) runs early
Audit EE Locations for Worksite EDD Report
Review Wage & Tax Reports & Fix before last payroll of the year
Verify with Accounting Dept any updates to Department and GL numbers
Update Self Service Forms, if needed
Complete an I9 Audit
Create 2020 tasks Calendar (Qtrly tax form filing, WS filing, Training, Safety, etc.)
Review EE Handbook for updates

Avoid 2020 Form W-4 Anxiety and Disruption of Your Payroll Department
2019-12-12 - 2019-12-19
This 2-part webinar will examine the significant changes to the 2020 Form W-4and will provide answers to your questions. The class is taught by Michael O’Toole, Esq., In-House Counsel and Government Relations/Editorial Advisor for the American Payroll Association, and original author of The Payroll Source®.
Register
Thursday, 12/12/19, 1:00-2:30 p.m. ET (90 minutes)
Part 1: The Final 2020 Form W-4 Is Here. No Allowances, No Problem.
The IRS has substantially revised the 2020 Form W-4, Employee’s Withholding Certificate.
It may be completed by an employee in five steps, and none of them involve allowances.
During this webinar, you will learn:

How the 2020 form is different from previous forms
Whether all employees need to submit 2020 Form W-4
How the IRS’s Tax Withholding Estimator can help your employees
Ways to best communicate the changes to your employees
How to get payroll and HR ready to onboard new employees

Thursday, 12/19/19, 1:00-2:30 p.m. ET (90 minutes)
Part 2: What Is Publication 15-T and How Do I Use It?
The newest IRS guide for payroll professionals is Publication 15-T, Federal Income Tax Withholding Methods. It contains the wage-bracket and percentage method withholding tables, as well asnew, detailed withholding procedures showing how to use information from Form W-4.
During this webinar you will learn:

What is important for payroll professionals in IRS’s Publication 15-T
How old and new Forms W-4 and Publication 15-T work together
How to make sure your payroll system is compliant with the new rules
Real-life examples showing how to calculate employee withholding
Guidance you can share with your payroll department

Lisa Hamilton, IRS. Lisa is a Stakeholder Liaison with the IRS. – Speaker – December Breakfast Meeting
2019-12-11 07:30 - 09:30 | Claim Jumper Restaurant, 18050 Brookhurst St, Fountain Valley, CA, 92708, United States
Speaker: Lisa Hamilton, IRS. Lisa Hamilton is a Stakeholder Liaison in the Communication & Liaison

Division Business/Self Employed Division. Her duties include working as a relationship manager for small business owners and the practitioner community. She has held various positions as an Appeals Officer for the Appeals Division, a Tax Compliance Officer for the Examination Division, and a Revenue Officer for the Collection Division. Lisa attended Cal State Los Angeles where she studied Accounting and Economics. She has utilized her skills as a presenter to various organizations and extensive volunteer efforts at VITA sites in the San Gabriel Valley. She is our speaker for our December Chapter Breakfast Meeting at the Fountain Valley Claim Jumper. She will go over Hot Topics, Withholding Calculator information that was shared at the APA Fall outreach.

Bring Your Boss to our December Chapter Breakfast Meeting: Hot Topics, Withholding Calculator info that was shared at the APA Fall outreach
2019-12-11 07:30 - 09:30 | Claim Jumper Restaurant, 18050 Brookhurst St, Fountain Valley, CA, 92708, United States
Please register and sign up online, as space is limited. Remember to mail in Registration form early!
DECEMBER BREAKFAST MEETING
Members Bring your Boss to the Meeting for Free!
Join us and bring your boss as we enjoy a great meeting with an informative topic and lots of door prizes! Be sure to register early to save your spot

Meeting Registration Form (Cash/Check)

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OCCAPA Member $30.00 USD
Non-Member $40.00 USD

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