chatterbox · open position treasurer 1:00 business meeting nancy sousa cpp roper st francis...
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CHATTERBOX
D e c e m b e r 2 0 1 4 V o l u m e X I I X N o 6
An Official Publication of the
South Carolina Chapter of the American Payroll Association
www.scchapterapa.org
OFFICER 2013-2014
President Tracy Fish CPP STG, Inc 843.568.8047 [email protected]
President-Elect Ann Fink Joe Henry Company 803.212.7055 [email protected]
Vice President Barbara Strong Ward Services, Inc 803.744.4832 [email protected]
Secretary Open Position
Treasurer Nancy Sousa CPP Roper St Francis Healthcare 843.789.1727 [email protected]
Board of Directors Bonnie Jones CPP Tracy Fish CPP JoAn Roland Tim Peters
BI-MONTHLY MEETING & HOLIDAY LUNCH
DECEMBER 11 2014
CITY OF CAYCE
1800 12TH STREET
CAYCE SC
HOST: JOAN ROLAND
COMMITTEE COORDINATORS
Speakers - Sandra Smith, Susan Bishop, CPP
Member Services - Tracy Rutland , CPP
Education- Kathy Smith, CPP
Newsletter & Webmaster - Pat Hinson
National APA Liason - Tracy Fish, CPP
Conference Co Chair - JoAn Roland
ITINERARY
9:30 Registration & Refreshments 10:00 “Jeopardy” Make it a True Daily Double Susan Payroll Source chapters 3, 6 and 10 12:00 Holiday Lunch 1:00 Business Meeting
Lunch will be provided for members, guest are welcome at $10 each.
PLEASE BRING A DONATION FOR HARVEST HOPE FOOD BANK PAY YOUR 2015 DUES AT THE MEETING FOR A GIFT
A native of Houston, Texas, Ann Fink’s travels and various career opportunities led her on a
circuitous journey to the Joe Henry Company in 2003. She accepted the position of office
manager at JHC which has required her to wear many hats including handling payroll, managing
the support staff, and assuming the role of primary contact for several of the company’s largest
accounts.
Her education includes studies at DeVry Institute of Technology and Harris County Community
College, and her varied experience includes assignments in accounts receivable, accounts
payable, human resources, and much more.
Ann lives with her husband, Royce, on a farm near Leesville, SC and, when time permits, they
enjoy camping trips in South Carolina and Georgia. Other hobbies include bowling, surveying
garage sales, and traveling. She has been an active fund-raiser for several causes and volunteers
her time preparing income tax returns through the VITA program for the IRS. She has also
served as a referral agent for the United Way.
Even with such varied interests, Ann and Royce find time to spend with their combined families
consisting of eight children, fourteen grandchildren, and two great grandchildren.
Professional affiliations include Society of Human Resource Management, Princeton Global
Network, and National Association of Professional Women. The NAPW selected her as Woman
of the Year in 2011.
Of all her honors and accomplishments, one of the most significant is having been recognized by
her peers as the Payroll Person of 2014 at the recent Carolinas Payroll Association annual
conference. She takes great pride in this honor.
MARGARET ANN FINK
2014 SCAPA
PAYROLL PROFESSIONAL
OF THE YEAR
February 19 2015
TBA
April 16 2015
TBA
June 18 2015
TBA
August 20 2015
TBA
October 15 2015
2015
December 10 2015
TBA
UPCOMING MEETINGS
DIRECTIONS TO THE MEETING
City of Cayce Municipal Complex
1800 12th Street
Cayce SC,
803-796-9020
From I-26 take Exit 115 to Cayce. This is Charleston High-way.
Go approximately 1 mile and bear right onto Frink Street.
(Just past the Edenwood Shopping Center/BI-LO) Turn
left onto 12th Street (approximately 2.5 miles). The Cayce
City Complex is on the left.
For detailed directions go to the SCAPA website.
Jessica Watts
Elliott Davis
Columbia SC.
Ann Vincent
Dorchester School District 4
St George SC
CONGRATULATIONS on passing CPP exam
Kelvin Byrd CPP
Payroll Tax Account Sunoco Products Company
Hartsville SC
WELCOME NEW MEMBERS
MEETING MINUTES
OCTOBER 16 2014
SUBMITTED BY: TRACY FISH
Tracy Fish opened the meeting with 19 attendees including 2 guests.
The first speaker was Thomas Schafer, Senior Stakeholder Liaison with the IRS and spoke on Em-
ployment Tax and Social Security Policy Changes.
Tracy Fish opened the business meeting.
Minutes were not available for the August meeting at this time and will be voted on at the Decem-
ber meeting.
The Treasurers Report was motioned for approval by Ann Fink and seconded by Bonnie Jones.
All were in favor and none were opposed.
A Conference update was provided. The attendees have reached the 200 mark and we increased
the amount of pins ordered by the chapter to 240 as we were still way under the budgeted amount
for that item. The Conference Committee had requested a fee increase from the original $300 to
$500 to account for the increase in prices and number of attendees for the sponsored breaks. A
motion to approve this payment was made by Nancy Sousa and seconded by Pam Williams. All
were in favor and none were opposed.
Kelvin Byrd from Sonoco Products obtained his CPP certification.
Only 2 Payroll Person of the Year nominations have been received and the voting will take place
this week.
Next Meeting is at the City of Cayce hosted by JoAn Roland. Lunch will be provided as stated in
the budget. RSVP’s are requested ASAP for this meeting so that food can be ordered a head of the
meeting. JoAn Roland will look into getting food from Substation II as we did last year. Voting
for officers and committee members will be made at this meeting. Almost all positions will be
available for new volunteers. The duties list will be made available on the website and December
Chatterbox. Please also be thinking about hosting a meeting in 2015 as we will be looking for lo-
cations at this meeting.
Second Speaker for the day was Andrew Rider of MUSC and spoke on International Payroll.
Door Prizes were won by Sheila Martinez, Susan Bishop, and Bonnie Jones.
50/50 Drawing was for $15.00 by Bonnie Jones.
Third speaker for the day was Paula Twigg of Robert Half Finance & Accounting and spoke on
How to Navigate Office Politics.
MEETING MINUTES
AUGUST 17 2014
SUBMITTED BY: LYNN WILLIAMS
Ann Fink welcomed 17 people including 2 visitors (Jessica Jarrell from City of North Charleston
and Eric Chadwick from Ceridian Corporation and thanked Lisa Lee for hosting the meeting.
Mr. Phil Gregory from Sloan, Montgomery, Gregory & Hall, Inc. was introduced and spoke on
“FSLA & What brings about a DOL Investigation”.
Ann Fink opened the business meeting.
A motion to approve the minutes for June 2014 as stated in the August Chatterbox was made by
Barbara Strong and seconded by Lynn Williams. All were in favor and the minutes were ap-
proved.
A motion to approve the Treasurer’s Report for June 2014 as stated in the August Chatterbox was
made by Sandra Smith and seconded by Pat Hinson. All were in favor and the Treasurer’s Report
was approved.
Updates on Payroll Conference:
There were some issues on buying pens for the conference. The original company was bought out
so the new design of the pen was discussed and motion to approve the design was given by Bar-
bara Strong. All were in favor and the design was approved. The price will stay the same.
The emails sent out for the conference had some issues so it was decided to go with Pay Pal for
payments.
Parking will not be waived this year due to it being the last year on contract, but will be reduced
to $5.00 per day.
2 people are needed for registration on Wednesday from 6-7 pm.
Help needed with decorations, late registration and games. Sign-up sheet was passed around for
volunteers.
Pens and pins were passed out for National Payroll Week and cake was enjoyed by everyone.
The second speaker, April Jones from Bloomberg BNA, was introduced and she spoke on Final
Wage Payments. She also had a drawing for a book titles “Overpayments” and was won by San-
dra Smith.
50/50 drawing went to Jo Ann Roland.
Door prizes went to: Jessica Jerald, Sandra Smith, and Eric Chadwick.
Next meeting to be held at MUSC on October 16 and hosted by Susan Bishop, Karen Santos, and
Bonnie Jones.
Payroll: “The Greatest Show on Earth”
Thanks for another successful conference!!!
If you attended, we hope you enjoyed the speakers, vendors, hotel & the Thursday
night event with Scott Francis and Gary Mills. There were approximately 199 at-
tendees this year. If you didn’t get to make it this year, start planning now in your
budgets, time off, etc., to attend next year. The theme will be “Super Heroes”
Thanks to all who helped to make this a great event. If you are interested in help-
ing next year, please let JoAn Roland know as soon as possible so you can be in-
cluded in the email correspondence. You do not have to attend any meetings in ad-
vance. We can always use help!
TREASURER’S REPORT WILL BE READ AND APPROVED AT THE
DECEMBER MEETING
President’s Speech from the Carolinas Payroll Conference.
Our chapter was founded in 1987 and currently has 86 members. Our mission is to uphold the mission of the American Payroll Asso-
ciation by providing education to achieve and maintain certification, encourage and promote professional and personal growth, and to
recognize and acknowledge the accomplishments of our members.
We meet bimonthly in various locations in South Carolina and typically obtain 4 credit hours each meeting. Our next meeting is De-cember 11th and we will be electing officers, collecting donations for Harvest Hope Food Bank, and having our annual holiday lunch-eon. Information on out chapter can be found at http://www.scchapterapa.org/.
At this time I would like the members of the South Carolina Chapter to please stand. I would also like to recognize the officers, board
members, and special committee members:
President and Board Member: Tracy Fish, CPP
President Elect: Ann Fink
Vice President: Barbara Strong
Treasurer: Nancy Sousa, CPP
Speaker Committee - Sandra Smith
Speaker Committee and Board Member - Susan Bishop, CPP
Member Services - Tracy Rutland, CPP
Education- Kathy Smith, CPP
Webmaster, Newsletter, and Public Relations - Pat Hinson
Conference Co-Chair and Board Member – JoAn Roland
Board Member – Bonnie Jones
Board Member – Tim Peters
Each year we honor a member in recognition of their commitment to the continuation and growth of the chapter. This member will receive an education grant of $500.00 from the chapter to be used for payroll educational purposes such as registration fees to con-ferences, classes, and national membership. All members and prior recipients are eligible by a nomination process from the general membership.
This year recipient has taken on a lead role in several areas of our chapter over the last couple of years by hosting meetings, volun-teering with the conference, and taking on an officer position among many other things.
Mrs Ann Fink, will you please come up and accept your award
PLEASE REVIEW THE NEXT FEW PAGES OF DUTIES FOR SCAPA OFFICERS AND
COMMITTEE COORDINATORS.
THE TERM OF THE CURRENT VOLUNTEERS ENDS THIS YEAR,
STEP FORWARD...BE A LEADER... VOLUNTEER
YOUR CHAPTER NEEDS YOU
DUTIES OF CHAPTER OFFICERS
PRESIDENT
Preside over meetings Assist officers in any duties required Act as a resource for ideas to be presented to the chapter for voting. Attend and participate in meetings as a representative of the officers. Coordinate between all officers and committee coordinators to ensure all pieces are planned for a meeting
Newsletter Location Speakers RCH credits
Budget proposal and follow up Post special information on LinkedIn Chapter website
Reminders of upcoming meetings Conference Important dates to remember
Presidents letter for Newsletter every 2 months Provide Member Services Coordinator with letter of welcome for new member packets Coordinate December meeting luncheon
Food, Early Pay Gifts, Donations, Harvest Hope Food Election of Officers and Committee Coordinators
Ensure all Officers positions are filled Familiar with Board procedures and By-Laws Ensure RCH certificates are sent to members via Public Relations Coordinator Coordinate with Education Coordinator and Treasurer on materials needed for classes Coordinate with NPW Coordinator on NPW Merchandise Ensure NPW submissions to APA Coordinate with Conference Coordinator
Goodie bag item Conference fees
Coordinate Payroll Person of the Year Nominations Act as APA Liaison
Continual contact with APA to ensure Chapter Affiliation and Compliance. Receives notices and promotes all activities and events provided or scheduled by APA. Serves on all committees that involve APA activities, events or contest. Assist in all areas as needed to ensure the continued success of the chapter and APA.
PRESIDENT ELECT AND VICE PRESIDENT
Preside over meetings in the absence of the president Familiar with Board procedures and By-Laws Assist the president in any duties required Assume duties of the president if necessary Be available as second signature on the check book
TREASURER
Pay any invoices Record deposits
Advise Membership Coordinator for roster update Review Pay Pal and transfer any payments to bank account Reconcile and prepare Treasurer's Report
Send to Media Coordinator for publication Maintain spreadsheet of payments/deposits
SECRETARY Records meeting minutes to include
Host Location Date Members and status in attendance Speakers, their employers and presentations Old and new business discussed Motions of approvals Winners of drawings Any other information as it pertains to the chapter and its activities. Minutes should have enough information to help absent officers and members understand issues that were discussed and deci-
sions that were made. Maintains Chapter records and documents, hard copies and/or electronically
Articles of Incorporations By-Laws Meeting Minutes and Sign in Sheets Copies of Recertification certificates Board meeting minutes Financial Reports Board Procedures Officer/Committee duties Chatterboxes
Voting member of the Board of Directors
DUTIES OF COMMITTEE COORDINATOR
MEMBER SERVICES
Coordinate with President on meeting preparations Provide thank you gifts for speakers and hosts Handle the 50/50 and door prize drawings at meetings.
Provide welcome packets for new members to include a letter from president. Send sympathy and get well cards as appropriate Shop for and keep gifts, prizes and card supplies. Answer emails and inquiries from members and others. Send Recruitment letters to the SC people of National APA. List from national is sent to president. Maintain Membership Roster and distribute to officers and others as needed.
NATIONAL PAYROLL WEEK Get information provided by APA on activities, events, and contests Promote NPW to chapter members, businesses, newspapers and other media Plan and recruit committee to hold chapter event at the August chapter meeting Coordinate with President and Secretary to order NPW pins and gift
EDUCATION Coordinates CPP/FPC Training Class each year Coordinates educational/training activities as necessary Distribute available educational/training activities to members
SPEAKERS
Research topics based on the Payroll Source and current and future law changes.
Contact and communicate with speakers for bi monthly meetings.
Time & Location of meeting
Presentation topic
Handouts
Items needed such as projector/computer, etc.
Follow up prior to meeting to confirm attendance, location, and time.
Have back up list of members and topics who can speak in case of delay or cancelation.
Submit speaker information and agenda to National for approval of recertification hours.
Provide speaker information to President, Member Services and Public Relations Coordinators.
Maintain contact list of speakers
Company name
Phone numbers and address
Previous presentation topics
Possible future presentation topics
CAROLINA PAYROLL CONFERENCE
Coordinates with other sponsoring Chapters Hotel Speakers Meals Vendors Gifts Materials
Solicits chapter members to serve on the conference committee Maintains contact with committee members making sure all assignments are being carried out Report Conference updates to chapter
PUBLIC RELATIONS Maintain and Update Website.
Current meeting information Presentation/pictures from previous meeting Upcoming events APA news and links Carolinas Payroll Conference information & links Maintain Chatterbox, PPOY, Membership forms pages Routine checks to verify site operation and traffic
Maintain and issue bi-monthly newsletter (Chatterbox) Meeting information Officer, Board Members and committee coordinators APA news and links Carolinas Payroll Conference information & links Upcoming events Presidents Letter Previous meeting minutes Treasurers report Membership forms Other information as it pertains to the chapter and its activities
Prepare and distribute recertification certificates Prepare and send out meeting Evite
Work For a Micromanager? Here’s How to Cope
Frequently peers over your shoulder. Constantly checking on your work. Keeping a too-tight grip on the
intricacies of payroll operations. If this sounds familiar, you may be working for a micromanager — and
you wouldn’t be alone. In a recent Accountemps survey, 59 percent of workers interviewed reported
working for such a supervisor at some point in their career.
A micromanager has a negative effect on workplace morale and output. In the same survey, 68 percent of
employees who had worked for a micromanager said it dampened their spirits, and 55 percent said the poor
management style hampered the group’s workplace productivity. Here are three steps you can take to
maintain your sanity — and to manage your micromanager.
1. Gain your boss’s confidence Showing your supervisor you are dependable, capable and successful when acting autonomously can
go a long way in the fight to earn independence at work. Even small acts — showing up early,
paying extra attention to details and helping coworkers without being asked — can help you gain a
boss’s trust. A micromanager thrives on catching employees in the act of breaking rules, so don’t
give your boss any reasons for suspicion.
2. Keep your boss informed, early and often Good communication is key to keeping a micromanager at bay. In other words, provide preemptive
status updates, weekly summary emails and other check-ins before your boss asks for them. Doing
so will help her feel more at ease with your time management and organizational skills.
3. Earn a positive reputation Making a name for yourself with other coworkers and managers can help your boss begin to trust
you more. Your good standing with other company leaders will help build your reputation as a
responsible and efficient employee, and that reputation may influence the micromanager.
As you gain the micromanager’s confidence, you may notice him or her starting to ease up on the minutiae.
Continue to meet your goals and communicate effectively, and you’ll be well on your way to better
relationship with your micromanager —and possibly even to turning her into a macromanager.
Accountemps, a Robert Half company, is the world’s first and largest specialized staffing firm for
temporary accounting, finance and bookkeeping professionals. The staffing firm has more than 345
locations worldwide. More resources, including online job search services and theAccountemps blog, can
be found at accountemps.com.
Get Involved
Members of the American Payroll Association are invited to become leaders in their professional community by volunteering to par-
ticipate in APA committees, boards, task forces, and advisory groups. Make a difference:fill out and submit the APA Volunteer Form.
The Authority in Payroll Education Since 1982
There are many benefits to membership in the American Payroll Association. Explore this page to discover how membership in the APA can benefit you.
Join Now!
Year-End Preparation
Close out this year and get ready for the next with APA's Preparing for Year-End and 2015 program.
Register for classes in October and November or the convenient webinar series. Program sponsor:
Global Cash Card.
Events of this exciting Congress covered in daily issues of Congress Today.
Issue 1 -- May 13
Issue 2 -- May 14
Issue 3 -- May 15
Issue 4 -- May 16
Issue 5 -- May 17
Congress is the Premier Payroll Event of the
Year!
The 33rd Annual Congress brings
you workshops, networking opportunities,
and recertification credits! At Congress you are able to
choose from more than 200 workshops over 4-1/2 days and
earn up to 30 RCHs, 3.0 CEUs, or 36 CPE credits! Congress
offers a wide variety of educational workshops; the world's
largest payroll, accounts payable, and finance Expo with over
100 exhibitors; and countless networking and motivational
opportunities among 2,500 attendees.
Congress 2015 is being held at the MGM Grand in Las Ve-
gas, NV, May 5-9, 2015.
CompanyName:___________________________________________________________
Address: _________________________________________________________________
City, State, and Zip: ________________________________________________________
Type of payroll software: ___________________________________________________
Frequency of pay: _________________________________________________________
2015 SCAPA CORPORATE MEMBERSHIP FORM
SC Chapter of APA
PO Box 8152
Columbia, SC 292028152 Make Checks Payable to SCAPA
$100.00—Three Members
$20.00 each Additional Members
Renewals: After March 15th $10.00 Late Fee
2015 SCAPA ANNUAL MEMBERSHIP FORM
SC Chapter of APA
PO Box 8152
Columbia, SC 292028152 Make Checks Payable to SCAPA
Name:____________________________________________________________________
Title: _____________________________________________________________________
CPP: Yes__ No___ FPC : Yes____ No_____ Member of National APA: Yes___ No___ ID # ________
Name: ____________________________________________________________________
Title: _____________________________________________________________________
Company Name: __________________________________________________________
Address: _________________________________________________________________
City, State, and Zip: ________________________________________________________
Telephone: _________________________________ Fax: __________________________
Email: ___________________________________________________________________
Alternate Email: ___________________________________________________________
Type of payroll software: ___________________________________________________
○
Renewal Member: $50.00 thru March 15th $60.00 March 16th – December 31st
○
New Member: $50.00
Referred by: