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AMERICAN PAYROLL ASSOCIATION EDUCATION & PUBLICATIONS PAYROLL Your comprehensive guide to payroll compliance resources. www.AmericanPayroll.org TOOLKIT

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AMERICAN PAYROLL ASSOCIATION

EDUCATION & PUBLICATIONS

PAYROLL

Your comprehensive guide to payroll compliance resources.

www.AmericanPayroll.org

TOOL

KIT

Make an investment that pays.

APA members are granted three Recertification Credit Hours (RCHs) per year for being a member in good standing.

Don’t leave things to chance — invest in your future.

Invest in an APA membership.

EDUCATIONMember discounts on all payroll training classes, conferences, webinars, web-based programs, online training, and all APA publications

SUPPORTNetwork with over 20,000 members through local chapters, special events, and social networking communities

RESOURCESIndustry publications and breaking payroll news and updates

www.AmericanPayroll.org 3

CONTENTSPUBLICATIONS 4 | Payroll Source Plus®4 | The Payroll Source® Online5 | The Payroll Source®6 | Payroll Currently 6 | PayState Update6 | Survey of Salaries and the Payroll Profession 20197 | APA’s Guide to State Payroll Laws 7 | APA’s Guide to Local Payroll Taxes8 | Federal Payroll Tax Laws & Regulations8 | Federal Payroll Non-Tax Laws & Regulations9 | APA Publications Savings Combos10 | Payroll Practice Fundamentals 10 | APA’s Guide to Federal and State Garnishment Laws 10 | APA’s Guide to Federal and State Wage & Hour Laws 11 | The Guide to Successful Electronic Payments11 | Guide to Global Payroll Management 12 | APA Guide to Accounts Payable 12 | APA Basic Guide to Payroll 12 | The History of Payroll in the U.S.

PAYROLL EDUCATION 14 | Payroll Practice Essentials14 | Intermediate Payroll Concepts 15 | Advanced Payroll Concepts15 | Strategic Payroll Practices16 | Strategic Leadership Certificate Program16 | Global Payroll Management Certificate Program16 | Advanced Global Payroll Management Certificate Program 17 | Fundamental Payroll Certification Boot Camp17 | Certified Payroll Professional Boot Camp

18 | Mergers & Acquisitions Forum

18 | Payroll System Selection and Implementation

19 | Local Income Tax Compliance

19 | Payroll Tax Forum

20 | Garnishments Forum

20 | Payroll Issues for Multi-State Employers

21 | Preparing for Year-End and 2020

21 | Government/Public Sector Preparing for Year-End and 2020

22 | Canadian Payrolls Preparing for Year-End and 2020

22 | Advanced Payroll Preparing for Year-End and 2020

23 | Accounts Payable/Disbursements Preparing for Year-End and 2020

23 | Foundations of Payroll Certificate Program

24 | Payroll Administration Certificate Program

24 | Payroll Administration in Canada

25 | Payroll Administration in the United Kingdom

25 | Implementing Payroll Best Practices

25 | Lean Payroll

26 | PayTrain® Fundamentals 2019

27 | PayTrain® 2019

28 | Lunch and Learn Series

28 | Payroll Webinars and Webinars on Demand

CONFERENCES29 | 37th Annual Congress

29 | 2019 Virtual Congress

30 | Capital Summit

30 | 33rd Annual Educational Institutions Payroll Conference

30 | Payroll Leaders Conference

Not sure where to start?Review APA's Learning Paths on pages 32-33 to help you design your education by

matching your current job responsibilities with your career goals.

4 2019 Payroll Education & Publications Toolkit

The Payroll Source® OnlineThe Payroll Source Online is an electronic subscription-based version of APA's indispensable text and desk reference, The Payroll Source.

The Payroll Source Online provides the essential information you need to keep your company in compliance with federal laws and regulations affecting your payroll operations. It details all aspects of payroll administration, from the most fundamental forms and regulations, through the most complex benefits taxation and reporting, to international payrolls. It is regularly updated throughout the year. The Payroll Source Online will also help prepare you for the Certified Payroll Professional (CPP) exam.

The Payroll Source Online includes two versions of the publication on a virtual platform:ONE VERSION IS UPDATED THROUGHOUT THE YEAR AS LEGISLATION AND REGULATIONS CHANGE

THE SECOND IS A STUDY GUIDE VERSION, THE PAYROLL SOURCE 2019

Purchase online: www.americanpayroll.org/books/source-online.html

Save money through multi-user licenses, available when you have three or more users! Details online.Format ELECTRONIC SUBSCRIPTION PDF OF STUDY GUIDE VERSION

PRODUCT CODE: PRSSUB APA Member Colleague of an APA Member Non-Member

SUBSCRIPTION PRICES 1-YEAR $925 $1,130 $1,335

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SUBSCRIPTION PRICES 1-YEAR $369.95 $484.95 $579.95

Payroll Source Plus®An Online Payroll Compliance and Research Ready LibraryPayroll Source Plus is an electronic subscription-based payroll reference library, providing you with the federal and state laws, regulations, and information to keep your company’s payroll operations in compliance. The publications in Payroll Source Plus are accessed through APA’s online platform, the APA Bookshelf, which is accessible any time on any device.

Payroll Source Plus includes: The Payroll Source (and a study guide version) Federal Payroll Tax Laws & Regulations Federal Payroll Non-Tax Laws & Regulations APA's Guide to State Payroll Laws PayState Update

Purchase online: www.americanpayroll.org/books/source-plus.html

Save money through multi-user licenses, available when you have three or more users! Details online.Format ELECTRONIC SUBSCRIPTION PDF OF STUDY GUIDE VERSION

PUBLICATIONS

www.AmericanPayroll.org 5

2019 EDITION AVAILABLE MARCH 2019

The Payroll Source®A Text and Desk ReferenceThis indispensable resource provides the essential information you need to keep your company in compliance with federal laws and regulations affecting your payroll operations. Comprehensive and clearly written by a team of subject matter experts, this revolutionary book eliminates the need to refer to multiple sources when seeking answers to your payroll questions. It details all aspects of payroll administration, from the most fundamental forms and regulations, through the most complex benefits taxation and reporting, to international payrolls. Comprehensive and extensive updates to the text occur each year. The Payroll Source is a proven study tool to prepare for the CPP exam.

The Payroll Source contains:

A complete explanation of the payroll compliance changes mandated by the Tax Cuts and Jobs Act

The latest updates in the essential areas of payroll compliance — tax and reporting, fringe benefits, garnishments, wage and hour, recordkeeping, and more

Annually adjusted values including the social security wage base and retirement plan limits

State charts on new hire reporting, electronic reporting, taxable payments, and other key data

Purchase online: www.americanpayroll.org/books/source.htmlFormat HARDCOVER BOOK SOFTCOVER SUPPLEMENT

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The Payroll Source includes: Hardcover book CPP exam preparation tips, review questions, and practice tests Glossary of common payroll terms and acronyms Softcover supplement containing an answer key and an appendix with federal withholding tables, forms, and instructions

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6 2019 Payroll Education & Publications Toolkit

Payroll Currently contains timely, accurate, and concise information and explanations on new legislation affecting payroll, benefits, and human resources. This newsletter has concise explanations of the latest rules and regulations from the Internal Revenue Service, Social Security Administration, and other federal agencies. Relevant court decisions are also included. This information helps you understand the changes affecting payroll tax withholding, reporting, and depositing, and keeps you in compliance.

Payroll Currently features include Inside Washington with the latest details on APA’s government relations advocacy, state and local news, and occasional special reports.

Payroll Currently readers were the first to learn about: The delay until 2020 of major revisions to Form W-4 How the Tax Cuts and Jobs Act affected federal tax levies The exclusion of 2017 moving expenses paid in 2018 Final regulations eliminating the automatic filing extension for Forms W-2

and 1099-MISC (reporting nonemployee compensation in Box 7)Format MONTHLY NEWSLETTER AVAILABLE ELECTRONICALLY TOPICAL INDEXES AVAILABLE WITH EACH ISSUE

www.americanpayroll.org/news-resources/newsletters/payroll-currently-newsletter

PayState UpdateAPA’s exclusive biweekly state and local payroll compliance eNewsletterPayState Update is the only biweekly eNewsletter dedicated exclusively to state and local payroll compliance news and issues. This indispensable newsletter reports on payroll-related news from all 50 states, plus the District of Columbia and Puerto Rico, through in-depth articles and analyses, comparative charts, state-by-state information, a Q&A feature, and a Coming Soon feature on pending legislation.

PayState Update subscribers were the first to learn about: Impact of federal tax reform on state withholding tables, employee withholding allowance certificates, benefits, and Internal Revenue Code conformity New paid family and sick leave requirements in states and cities Proposed paycard conditions in the states States and cities with predictive scheduling requirements New state taxes in New York and OregonFormat BIWEEKLY NEWSLETTER AVAILABLE ELECTRONICALLY TOPICAL INDEXES AVAILABLE WITH EACH ISSUE

Purchase online: www.americanpayroll.org/books/PSU.html

Survey of Salaries and the Payroll Profession 2019APA’s Survey of Salaries and the Payroll Profession is a biennial overview of compensation and benefits information, payroll trends and technology, operations, management, and costs within payroll departments nationwide. This eBook, valued at $144.95, is FREE to members.*

FormateBOOK*

Purchase online: www.americanpayroll.org/books/SurveySalary.html

FREE TO MEMBERS AS A BENEFIT OF APA MEMBERSHIP

2019 edition

available Fall 2019

Join APA today to receive your

FREE copy

Payroll CurrentlyMonthly payroll compliance eNewsletter

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*First download is free for members. Subsequent downloads of this eBook at Member pricing of $71.95.

FREE TO MEMBERS

www.AmericanPayroll.org 7

APA’s Guide to State Payroll LawsThis handy reference text contains information on payroll-related laws and regulations in all 50 states, plus the District of Columbia and Puerto Rico. APA’s Guide to State Payroll Laws presents information in easy-to-read tables. Citations to state laws and regulations are included to facilitate further research.Format ELECTRONIC SUBSCRIPTION (UPDATED THROUGHOUT THE YEAR AS A STANDALONE PRODUCT OR AS PART OF PAYROLL SOURCE PLUS) SOFTCOVER BOOK

Purchase online: www.americanpayroll.org/books/StateLaws.html

2019 SOFTCOVER EDITION AVAILABLE MARCH 2019

APA’s Guide to Local Payroll TaxesThis reference text provides information on local payroll taxes, including city service fees, city/county/school district income taxes, occupational privilege taxes and license fees, payroll expense taxes, and mass transit taxes. Contains easy-to-read explanations of local payroll tax rates, exemptions, return and payment requirements, penalties, and more. Also provides forms and citations to municipal codes and local information.Format ELECTRONIC SUBSCRIPTION SOFTCOVER BOOK

Purchase online: www.americanpayroll.org/books/LocalTaxes.html

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8 2019 Payroll Education & Publications Toolkit

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2019 EDITION AVAILABLE MARCH 2019

2019 EDITION AVAILABLE MARCH 2019

Federal Payroll Non-Tax Laws & RegulationsThis text contains the exact language of the payroll-related sections of federal non-tax laws and regulations from the United States Code and the Code of Federal Regulations. A perfect companion to Federal Payroll Tax Laws & Regulations, this text allows you to quickly reference the Fair Labor Standards Act (Wage-Hour Law), Family and Medical Leave Act, Immigration Reform and Control Act, Social Security Act, and more.

Also available for purchase as an electronic subscription-based version that is updated throughout the year, as a standalone product, or as part of Payroll Source Plus.Format ELECTRONIC SUBSCRIPTION, UPDATED THROUGHOUT THE YEAR SOFTCOVER BOOK

Purchase online: www.americanpayroll.org/books/FedPrNonTax.html

Federal PayrollTax Laws & RegulationsThis text contains the exact language of payroll-related sections of the Internal Revenue Code and IRS Regulations. Included are final regulations removing automatic time extensions for Forms W-2 and IRC changes in the Tax Cuts and Jobs Act, which contains some of the most significant changes to payroll tax law in more than 30 years. Also available for purchase as an electronic subscription-based version that is updated throughout the year, as a standalone product, or as part of Payroll Source Plus. Format ELECTRONIC SUBSCRIPTION, UPDATED THROUGHOUT THE YEAR SOFTCOVER BOOK

Purchase online: www.americanpayroll.org/books/FedPrTax.html

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www.AmericanPayroll.org 9

The Payroll Source® Federal Payroll Tax Laws & RegulationsFederal Payroll Non-Tax Laws & RegulationsPayroll’s comprehensive resource text combined with two volumes that contain the payroll-related sections of applicable federal laws and regulations related to taxation and other areas, such as wage and hour.

Purchase online: www.americanpayroll.org/books/BookCombo.html

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APA’s Guide to State Payroll LawsPayState UpdateThe definitive state compliance pair – the comprehensive state guide combined with a one-year subscription to the PayState Update biweekly eNewsletter for state and local payroll compliance updates. Choose to receive APA’s Guide to State Payroll Laws in print or updated through the year as an electronic subscription.

Purchase online: www.americanpayroll.org/books/StateTaxCombo.html

UPDATEDPERIODICALLY!

10 2019 Payroll Education & Publications Toolkit

Payroll Practice FundamentalsPayroll Practice Fundamentals is ideal for those new to the payroll profession. Each chapter focuses on a specific aspect of payroll administration, the latest payroll compliance changes, and includes review questions and quizzes. The text is a proven study tool used by successful Fundamental Payroll Certification (FPC) candidates, as it covers the content outline for the FPC exam and includes sample FPC exam questions.Format eBOOK* SOFTCOVER BOOK

Special supplement with key changes issued after publication

View chapter titles and purchase online: www.americanpayroll.org/books/fundamentals.html

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Chapter eBook

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APA’s Guide to Federal and State Garnishment LawsAPA’s Guide to Federal and State Garnishment Laws gives you the information you need to confidently process federal tax levies, child support withholding orders, creditor garnishments, bankruptcy orders, and other wage withholding orders. This book also features easy-to-read state charts covering all aspects of child support withholding orders and creditor garnishments.Format ELECTRONIC SUBSCRIPTION SOFTCOVER BOOK

Purchase online: www.americanpayroll.org/books/garnishguide.html

ELECTRONIC SUBSCRIPTION PRODUCT CODE: GARNE019 APA Member Colleague of an APA Member Non-Member

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APA’s Guide to Federal and State Wage & Hour LawsAPA’s Guide to Federal and State Wage & Hour Laws gives you the information you need to know to comply with federal and state laws governing minimum wages, overtime, exempt vs. nonexempt employees, child labor restrictions, and much more. Important state requirements are presented in easy-to-read charts.Format ELECTRONIC SUBSCRIPTION SOFTCOVER BOOK

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2019 EDITION AVAILABLE APRIL 2019

2019 EDITION AVAILABLE APRIL 2019

www.AmericanPayroll.org 11

Guide to Global Payroll ManagementThe 12th Edition of Guide to Global Payroll Management is a comprehensive electronic publication that provides clear, current, and accurate information on international benefits, wage and tax withholding, reporting requirements, and more. This eBook is a tool for those responsible for managing and administering international payrolls.Format eBOOK

Purchase online: www.americanpayroll.org/books/global.html

A M E R I C A N P A Y R O L L A S S O C I A T I O N

Guide to Global Payroll Management

12TH Edition

American Payroll Association Global Payroll Management Institute

17 GPM Book Cover Rev.indd 3 10/11/18 9:12 AM

The Guide to Successful Electronic PaymentsThis guide provides proven steps for promoting, implementing, and administering the direct deposit and electronic paycard processes within an organization. Included are the federal and state regulations governing direct deposit and paycards. Third-party electronic payments, such as tax deposits and child support withholding payments, are also addressed, as are cross-border electronic payments and same-day ACH. This resource, valued at $375.95, is FREE to members as an eBook.Format SOFTCOVER BOOK eBOOK, SPONSORED BY RAPID! PAYCARD AS A MEMBER-ONLY BENEFIT

Purchase online: www.americanpayroll.org/books/elecpayments.html

PRODUCT CODE: GEPYB019 APA Member Colleague of an APA Member Non-MemberPRICES $209.95 $289.95 $375.95

2019 EDITION AVAILABLE MARCH 2019

EBOOK PRODUCT CODE: GLOBE018 APA Member Colleague of an APA Member Non-MemberPRICES $220.95 $290.95 $370.95

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eBOOK FREE TO

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SAVE WHEN YOU ORDER MULTIPLE COPIES OF THE SAME PRINTED BOOK

DEDUCT 30% 41 or more books

DEDUCT 20% 21-40 books

DEDUCT 10%10-20 books

All books must be ordered by one person and shipped to one address.Deduct your savings on the order form. NOTE: These discounts are not applicable to PayState Update or any of APA’s educational programs or conferences. The Knowledge Assessment Calculator has its own volume discount pricing. PayTrain® and PayTrain Fundamentals volume discounts (three or more enrollments) may be obtained by calling (888) 852-6664. Multi-user licenses are available for Payroll Source Plus® and The Payroll Source® Online (three or more users).

12 2019 Payroll Education & Publications Toolkit

APA Guide to Accounts PayableEnjoy the benefits of owning the most comprehensive accounts payable text available. This valuable resource has everything you need to know to run a successful AP department.Format LOOSE-LEAF BINDER

APA Basic Guide to PayrollThis handy volume is an excellent resource for those new to payroll as well as those in upper management who need a quick reference guide. The text is published each December and updated each spring with a supplement incorporating the year’s latest changes affecting payroll.Format LOOSE-LEAF BINDER WITH ONE UPDATE SUPPLEMENT

The History of Payroll in the U.S.Entertaining and informative, The History of Payroll in the U.S. is a journey through payroll’s past, exploring its people, organizations, and historical milestones. This definitive chronicle celebrates payroll as one of the most fundamental processes of American enterprise. Includes more than 300 photos and illustrations! Likely origins of gross-to-net pay The history of payroll-related technology The infamous Sacco-Vanzetti paymaster murder The development of income and social security tax withholdingFormat SINGLE VOLUME HARDCOVER BOOK

Purchase online: www.americanpayroll.org/books/history.html

PRODUCT CODE: HISPAYBK APA Member Colleague of an APA Member Non-MemberPRICES $49.95 $54.95 $59.95

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Purchase online: bit.ly/19Guide-AP

Purchase online: bit.ly/19APA-BasicGuide

A M E R I C A N P A Y R O L L A S S O C I A T I O N

For more information, contact us at [email protected]

IN-HOUSEEDUCATION COURSES

FLEXIBLE. EFFECTIVE. CONVENIENT.

• Select an APA curriculum.• Pick a convenient local site.• Enjoy full-staff training without taking time away from the office.

14 2019 Payroll Education & Publications Toolkit

Payroll Practice EssentialsLearn the definitive skills and knowledge through hands-on exercises for producing accurate paychecks in compliance with tax requirements.

Learning Objectives: Calculate gross and net pay Recognize taxable vs. nontaxable fringe benefits Withhold, deposit, and report federal income taxes Prepare and file Forms 941 and W-2

Register: www.americanpayroll.org/essentials.html

LEARNING PATHS

WHO SHOULD ATTENDPayroll practitioners in the early stages of their careers, along with accounting, benefits, bookkeeping, human resources practitioners, and others interfacing with payroll. The course can help prepare you for the Fundamental Payroll Certification (FPC) exam and Certified Payroll Professional (CPP) exam.

RECERTIFICATIONEarn up to: 18 RCHs, 1.8 CEUs, or 21 CPE credits No advance preparation or prerequisites requiredIn-Person Class: Fields of Study: Taxes=15.0,Business Law=4.0, Communication and Marketing=2.0 Virtual Classroom: Fields of Study: Taxes=13.5,Business Law=3.0, Communication and Marketing=1.5

DELIVERY OPTIONS3-day Class | 9 two-hour session Virtual Class

Intermediate Payroll ConceptsReceive management-level training on vital topics such as taxable/nontaxable compensation, tax reporting, and payroll leadership issues.

Learning Objectives: Employees vs. nonemployees – how to make the

determination Determining when an employee is working under the FLSA Managing in a team environment Understanding which fringe benefits are taxable and how

they affect payroll

Register: www.americanpayroll.org/int-concepts.html

LEARNING PATHS

RECERTIFICATIONEarn up to: 12 RCHs, 1.2 CEUs, or 14 CPE credits No advance preparation or prerequisites requiredIn-Person Class: Fields of Study: Taxes=8.0,Business Law=4.0, Communication and Marketing=2.0 Virtual Classroom: Fields of Study: Taxes=7.0, Business Law=3.5, Communication and Marketing=1.5

DELIVERY OPTIONS2-day Class | 6 two-hour session Virtual Class

WHO SHOULD ATTENDIdeal for payroll managers, payroll team leaders, tax professionals, those who aspire to advance their payroll careers, those who need to increase payroll proficiency and compliance, and those preparing for the Certified Payroll Professional (CPP) exam.

PRICESAPA Member Colleague of an APA Member Non-Member

$1,299 $1,419 $1,549

PRICESAPA Member Colleague of an APA Member Non-Member

$939 $1,049 $1,189

Registration for these courses includes FREE pre- and post-class assessments of your payroll knowledge using the Knowledge Assessment Calculator.

PAYROLL EDUCATION

www.AmericanPayroll.org 15

Advanced Payroll ConceptsThis course teaches ways to increase your ROI with advanced payroll training while ensuring your ability to prepare Forms W-2c and 941-X. It also includes the white collar exemption, complex benefits issues, an expatriate taxation overview, unemployment insurance, payroll systems, payroll auditing, and leadership concepts.

Learning Objectives: FLSA employee classification Fringe benefit taxation and reporting requirements Family and Medical Leave Act time-off management from the

payroll perspective Affordable Care Act reporting requirements

Register: www.americanpayroll.org/adv-concepts.html

LEARNING PATHS

Strategic Payroll PracticesThis course provides insightful perspectives on complex payroll taxation topics, operational effectiveness, employee development, emerging technologies, and other issues when developing a successful strategy to guide a payroll department.

Learning Objectives: Understand and identify the effectiveness

of payroll operations Manage change in a payroll operation Ensure proper taxation of executive compensation Understand payroll business continuity plans

Register: www.americanpayroll.org/strategic.html

LEARNING PATHS

DELIVERY OPTIONS6 two-hour session Virtual Class

WHO SHOULD ATTENDExperienced payroll and tax professionals and managers, administrators and directors who oversee or aspire to manage payroll operations, and anyone preparing for the Certified Payroll Professional (CPP) exam.

RECERTIFICATIONEarn up to: 12 RCHs, 1.2 CEUs, or 12 CPE credits No advance preparation or prerequisites required

CPE Fields of Study: Management Services=5, Taxes=5, Information technology=2

WHO SHOULD ATTENDIdeal for upper-level payroll managers, compliance officers, tax and human resources professionals, and those who aspire to advance their careers, including payroll administrators and directors and those preparing for the Certified Payroll Professional (CPP) exam.

DELIVERY OPTIONS6 two-hour session Virtual Class

RECERTIFICATIONEarn up to: 12 RCHs, 1.2 CEUs, or 12 CPE credits No advance preparation or prerequisites required

CPE Fields of Study: Taxes=7.0, Business Law=3.5, Communication and Marketing=1.5

PRICESAPA Member Colleague of an APA Member Non-Member

$939 $1,049 $1,189

Registration for these courses includes FREE pre- and post-class assessments of your payroll knowledge using the Knowledge Assessment Calculator.

PRICESAPA Member Colleague of an APA Member Non-Member

$939 $1,049 $1,189

PAY

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LL ED

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16 2019 Payroll Education & Publications Toolkit

Strategic Leadership Certificate ProgramThe Strategic Leadership Certificate Program prepares participants with the insights, skills, and strategies to uncover the powerful leader within. This unique program focuses on many qualities of effective leaders, including awareness of self and others, effective communication, and relationship building. Unleash your full leadership potential.

Learning Objectives: Communicate your vision and align it with organizational strategy Seek self-awareness and understand the impact of emotional intelligence Build relationships and successfully interact with multiple generations Develop a personal branding statement

Register: www.americanpayroll.org/LCP.html

LEARNING PATHS

RECERTIFICATIONEarn up to: 15 RCHs, 1.5 CEUs, or 18 CPE credits No advance preparation or prerequisites required

CPE Field of Study: Personal Development=18

WHO SHOULD ATTENDPayroll and accounts payable professionals who are in a management or leadership role, or who aspire to be leaders within their organization.

DELIVERY OPTIONS2½-day Class

Global Payroll Management Certificate ProgramThe Global Payroll Management Certificate Program empowers professionals who deal with global payrolls. This certificate program addresses the challenges a global payroll faces, such as standardization, consistency, and building an internal structure that supports paying employees globally.

Learning Objectives: Define your organization’s current state and

review the different global payroll delivery models Create a global matrix of data to collect Understand the importance of a country’s culture and

how it will impact your project Develop a plan that supports implementation,

ongoing operations, and vendor management

Register: www.americanpayroll.org/GPMCP.html

LEARNING PATHS

WHO SHOULD ATTENDPayroll professionals who are preparing for their next global initiative or are going global for the first time.

RECERTIFICATIONEarn up to: 18 RCHs, 1.8 CEUs, or 21 CPE credits No advance preparation or prerequisites required

CPE Field of Study: Business Management & Organization=21

DELIVERY OPTIONS3-day Class

WHO SHOULD ATTENDGlobal payroll owners, high-level global strategists, senior-level global payroll leaders, senior-level global human resource leaders, international operations leaders, and global compliance leaders.

RECERTIFICATIONEarn up to: 12 RCHs, 1.2 CEUs, 14 CPE creditsNo advance preparation or prerequisites required

CPE Field of Study: Business Management & Organization=14

DELIVERY OPTIONS2-day Class

Presented with

Presented with

Advanced Global Payroll Management Certificate ProgramThe Advanced Global Payroll Management Certificate Program provides the global payroll leader with the skills to establish business partnerships and provide metrics and data for constructing a world-class global payroll organization.

Learning Objectives: Build a compliance model to support controls and

ensure compliance across the globe Discuss the importance of models for strategy

and governance and payroll delivery Develop a diverse remote global team Establish a global business partnership

Register: www.americanpayroll.org/gpmcp-adv.html

LEARNING PATHS

PRICESAPA Member Colleague of an APA Member Non-Member

$1,299 $1,419 $1,549

PRICE $1,335

PRICE $995

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www.AmericanPayroll.org 17

Fundamental Payroll Certification Boot CampFundamental Payroll Certification Boot Camp will provide you with the tools and resources to effectively study the material, practice and apply your learning, and prepare for the FPC exam.*

Learning Objectives: Overview of the laws and regulations that affect payroll Fundamental paycheck calculations Taxation concepts and the completion of Forms W-2, W-3, 940, and Schedule B Employer-provided benefits – what is taxable and

subject to reporting

Register: www.americanpayroll.org/FPCbootcamp.html

LEARNING PATHS

Certified Payroll Professional Boot CampCertified Payroll Professional Boot Camp will give you the confidence and detailed knowledge to prepare for the CPP exam. You will gain the knowledge, skills, and abilities to take and pass the CPP exam.*

Learning Objectives: High-level calculations to ensure payroll accuracy Complex laws and regulations Complicated issues such as benefits, third-party sick pay,

and involuntary deductions Federal taxation, withholding, and reporting

Register: www.americanpayroll.org/CPPbootcamp.html

LEARNING PATHS

RECERTIFICATIONEarn up to 24 RCHs (after earning the FPC designation and completing the post-test with score of 80% or better), 2.4 CEUs, 24 CPE credits No advance preparation or prerequisites required

CPE Fields of Study: Taxes=11.5, Business Law=8, Business Management & Organization=2.5, Accounting=2

DELIVERY OPTIONS12 two-hour session Virtual Class

WHO SHOULD ATTENDPayroll professionals who wish to demonstrate a baseline of payroll competency as well as those preparing for the FPC exam.

RECERTIFICATIONEarn up to 40 RCHs (after earning the CPP designation and completing the post-test with score of 80% or better), 4.0 CEUs, 40 CPE credits No advance preparation or prerequisites required

CPE Fields of Study: Taxes=22.5, Business Law=8, Business Management & Organization=6, Accounting=3.5

DELIVERY OPTIONS20 two-hour session

WHO SHOULD ATTENDPayroll professionals who have mastered the fundamentals of payroll administration and wish to improve job performance as well as those preparing for the CPP exam.

PRICESAPA Member Colleague of an APA Member Non-Member

$1,544 $1,602 $1,808

PRICESAPA Member Colleague of an APA Member Non-Member

$2,117 $2,184 $2,379

*FPC and CPP exam fees are priced separately from the FPC and CPP Boot Camp fees. Candidates should not consider the FPC or CPP Boot Camp as the only method of preparation for the FPC and CPP exams. †See guarantee conditions at www.americanpayroll.org/course-conf/fpc-bootcamp or www.americanpayroll.org/course-conf/cpp-bootcamp.

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GUARANTEE: If, after taking the course, you are not successful in passing the exam, you can retake the course the next time it’s offered – for free.†

GUARANTEE: If, after taking the course, you are not successful in passing the exam, you can retake the course the next time it’s offered – for free.†

18 2019 Payroll Education & Publications Toolkit

Mergers & Acquisitions ForumLearn the federal and state information needed to ensure compliance and reduce expenses during a merger or acquisition.

Learning Objectives: Determine when to carry forward social security, FUTA, and

SUTA wages to the acquiring company Prepare to complete Schedule D (Form 941) when reporting

wage and tax discrepancies caused by the transaction Discover how to limit your company's liability through

effective due diligence Identify the different types of transactions from

the payroll perspective

Register: www.americanpayroll.org/mergersVC.html

LEARNING PATHS

WHO SHOULD ATTENDPayroll, human resources, benefits, accounting, and tax professionals who are facing a merger or acquisition, or who want to become more proactive in their organization.

RECERTIFICATIONEarn up to: 6 RCHs, 0.6 CEU credit, or 6 CPE credits No advance preparation or prerequisites required

CPE Fields of Study: Taxes=4, Business Law=2

DELIVERY OPTIONS3 two-hour session Virtual Class

Payroll System Selection and ImplementationTackle the challenges of selecting and implementing a new payroll system to fit your company’s needs.

Learning Objectives: Develop a current situation analysis to identify the

requirements of a new system Develop and manage the project plan to ensure the

implementation is on time and under budget Understand the different types of testing required to ensure the system meets the organization’s requirements Manage the support and any required enhancements when implementing a new system

Register: www.americanpayroll.org/systemsVC.html

LEARNING PATH

WHO SHOULD ATTENDPayroll, human resources, accounting, benefits, and systems professionals who are planning to select, upgrade, replace, and/or implement a new payroll system.

RECERTIFICATIONEarn up to: 12 RCHs, 1.2 CEU credit, or 12 CPE credits No advance preparation or prerequisites required

CPE Field of Study: Computer Software & Applications=12

DELIVERY OPTIONS6 two-hour session Virtual Class

PRICESAPA Member Colleague of an APA Member Non-Member

$489 $599 $729

PRICESAPA Member Colleague of an APA Member Non-Member

$939 $1,049 $1,189

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WHO SHOULD ATTENDPayroll, accounting, and tax professionals faced with local income tax compliance issues.

RECERTIFICATIONEarn up to: 6 RCHs, 0.6 CEUs, or 7 CPE credits for attending a nationwide class or earn up to 1.5 RCHs, 0.15 CEU, or 1.5 CPE credits for each webinar segment attended No advance preparation or prerequisites required

CPE Field of Study: Taxes=7.0 Each Webinar Segment CPE Field of Study: Taxes=1.5

No CPE credits for Webinars On Demand

DELIVERY OPTIONS1-day Class | 4-part Webinar/Webinar On Demand

Local Income Tax ComplianceGain insight into the procedures and legal hurdles encountered when ensuring local income tax compliance. APA’s Local Income Tax Compliance course details city, county, and school district tax withholding, reporting, and depositing. This specialized seminar addresses local taxes in Ohio, Pennsylvania, New York, Indiana, Kentucky, and Maryland, among other states.

Learning Objectives Understand local payroll tax requirements in all 15 relevant states Know where your company has nexus and why this matters Apply complicated requirements for resident and nonresident employees Learn the impact of specific local tax types

(employee tax withholding vs. employer expense taxes)

Register: www.americanpayroll.org/localtax.html

LEARNING PATHS

Payroll Tax ForumAPA’s critical mid-year update includes the latest payroll compliance changes coming from Congress and federal agencies such as the IRS, SSA, DOL, and the Department of Homeland Security. This comprehensive program will prepare you to deal proactively with the details of these changes and keep your organization in compliance.

2018 Course Highlights: Understand the implications of the Tax Cuts and Jobs Act

for payroll professionals Discover changes to regulatory guidance from IRS, DOL, and other

federal agencies Understand the implications of the 2018 Draft Form W-4 Understand how to respond to employees’ tax reform questions

Register: www.americanpayroll.org/taxforum.html

LEARNING PATHS

WHO SHOULD ATTENDPayroll directors and managers, tax and compliance officers, controllers, CFOs, treasurers, HR managers, and anyone involved with your organization’s payroll function.

RECERTIFICATIONEarn up to: 6 RCHs, 0.6 CEUs, or 7 CPE credits for attending a nationwide class or earn up to 1.5 RCHs, 0.15 CEU, or 1.5 CPE credits for each webinar segment attended No advance preparation or prerequisites required

CPE Fields of Study: Taxes=5.5, Business Law=1.5Each Webinar Segment CPE Field of Study: Taxes=1.0, Business Law=1.5No CPE credits for Webinars On Demand

DELIVERY OPTIONS1-day Class | 4-part Webinar/Webinar On Demand

PRICESAPA Member Colleague of an APA Member Non-Member

$489 $599 $729

PRICESAPA Member Colleague of an APA Member Non-Member

$489 $599 $729

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Garnishments ForumReceive a detailed overview of both federal and state garnishment laws and their impact on the payroll process; learn how to prioritize multiple orders; how to handle out-of-state orders; how to calculate the amount to withhold from the employee’s pay, and more.

Learning Objectives: Calculate the required deductions accurately for child support,

creditor garnishments, and other involuntary deductions, including multiple orders

Implement federal tax levies post-federal tax reform Apply conflicting federal and state regulations to ensure

compliance Understand employer responsibilities, liabilities, and rights

Register: www.americanpayroll.org/garnish.html

LEARNING PATHS

Payroll Issues for Multi-State EmployersThis information-intensive seminar provides the information necessary to maintain compliance in every state in which you deal with income tax withholding issues, minimum wage, tip credit, residency determinations, fringe benefits issues, and much more.

2018 Course Highlights: Understand state timing requirements for final pay Identify which state’s income tax should be withheld from

the employee’s pay Understand the requirements to provide paid family and

sick leave in new states and cities Know state requirements when paying employees

with payroll cards

Register: www.americanpayroll.org/multistate.html

LEARNING PATHS

WHO SHOULD ATTENDPayroll, human resources, systems, accounting, and tax professionals who work for organizations with employees in more than one state.

RECERTIFICATIONEarn up to: 6 RCHs, 0.6 CEUs, or 7 CPE credits for attending a nationwide class or earn up to 1.5 RCHs, 0.15 CEU, or 1.5 CPE credits for each webinar segment attended No advance preparation or prerequisites required

CPE Fields of Study: Taxes=4, Business Law=3 Each Webinar Segment CPE Field of Study: Taxes=1.0, Business Law=0.5

No CPE credits for Webinars On Demand

DELIVERY OPTIONS1-day Class | 4-part Webinar/Webinar On Demand

PRICESAPA Member Colleague of an APA Member Non-Member

$489 $599 $729

PRICESAPA Member Colleague of an APA Member Non-Member

$489 $599 $729

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RECERTIFICATIONEarn up to: 6 RCHs, 0.6 CEUs, or 7 CPE credits for attending a nationwide class or earn up to 1.5 RCHs, 0.15 CEU, or 1.5 CPE credits for each webinar segment attended No advance preparation or prerequisites required

CPE Field of Study: Business Law=7.0 Each Webinar Segment CPE Field of Study: Business Law=1.5

No CPE credits for Webinars On Demand

DELIVERY OPTIONS1-day Class | 4-part Webinar/Webinar On Demand

WHO SHOULD ATTENDThose in payroll, human resources, accounting, and information systems who are involved in administering tax levies, creditor garnishments, and child support orders.

www.AmericanPayroll.org 21

Preparing for Year-End and 2020This seminar addresses the complex compliance issues of year-end, including the latest changes in legislation and regulations that affect the close of 2019 and the beginning of 2020.

2018 Course Highlights: Learn how the Tax Cuts and Jobs Act will impact your

organization Find out how the IRS changed Form W-4 and the withholding

calculator for 2018 and what that means for 2019 Understand how fringe benefits are taxed, including

moving expenses Learn how the IRS is using payroll year-end reporting to fight tax

refund fraud

Register: www.americanpayroll.org/yearend.html

LEARNING PATHS

Government/Public Sector Preparing for Year-End and 2020Addressing complex benefit and taxation issues for government/public sector employers, this seminar provides the latest legislative and regulatory developments to ensure an error-free year-end payroll closing.

2018 Course Highlights: Learn how the Tax Cuts and Jobs Act will impact your organization Find out how the IRS changed Form W-4 and the withholding

calculator for 2018 and what that means for 2019 Understand how fringe benefits are taxed, including

moving expenses Identify when government employees are subject to social security

and Medicare taxes

Register: www.americanpayroll.org/govt-yearend.html

LEARNING PATHS

WHO SHOULD ATTENDPayroll, accounting, HR, systems, and finance professionals who are involved with government/public sector year-end.

RECERTIFICATIONEarn up to: 6 RCHs, 0.6 CEUs, or 7 CPE credits for attending a nationwide class or earn up to 1.5 RCHs, 0.15 CEU, or 1.5 CPE credits for each webinar segment attended No advance preparation or prerequisites required

CPE Fields of Study: Taxes=5, Business Law=2Each Webinar Segment CPE Field of Study: Taxes=1.0, Business Law-0.5

No CPE credits for Webinars On Demand

DELIVERY OPTIONS1-day Class | 5-part Webinar/Webinar On Demand

WHO SHOULD ATTENDPayroll, HR, systems, accounting, and finance professionals responsible for payroll operations and involved in year-end processing.

RECERTIFICATIONEarn up to: 6 RCHs, 0.6 CEUs, or 7 CPE credits for attending a nationwide class or earn up to 1.5 RCHs, 0.15 CEU, or 1.5 CPE credits for each webinar segment attended No advance preparation or prerequisites required

CPE Fields of Study: Taxes=5.5, Business Law=1.5Each Webinar Segment CPE Field of Study: Taxes=1.0, Business Law=0.5

No CPE credits for Webinars On Demand

DELIVERY OPTIONS1-day Class | 4-part Webinar/Webinar On Demand

PRICESAPA Member Colleague of an APA Member Non-Member

$489 $599 $729

PRICESAPA Member Colleague of an APA Member Non-Member

$489 $599 $729

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Canadian Payrolls Preparing for Year-End and 2020Taught by a leading Canadian payroll expert, this seminar provides guidelines to meet the challenges of Canadian year-end processing, from closing 2019 to what is required in 2020 to avoid cross-border noncompliance penalties.

2018 Course Highlights:• Understand the box-by-box instructions on T4, T4-A,

and RL-1 tax slips• Learn the details on federal and provincial compliance

changes for 2018, including electronic T4s as the standard delivery method and future enhancements to the Canada Pension Plan (CPP)

• Learn how to avoid PIER reporting errors and additional compliance penalties

• Be aware of the provincial updates from a payroll perspective

Register: www.americanpayroll.org/can-yearend.html

LEARNING PATH

WHO SHOULD ATTENDA must for payroll professionals paying employees in Canada.

RECERTIFICATIONEarn up to: 6 RCHs, 0.6 CEUs, or 7 CPE credits for attending a nationwide class or earn up to 1.5 RCHs, 0.15 CEU, or 1.5 CPE credits for each webinar segment attended No advance preparation or prerequisites required

CPE Fields of Study: Taxes=5.5, Business Law=1.5Each Webinar Segment CPE Field of Study: Taxes=1.0, Business Law=0.5

No CPE credits for Webinars On Demand

DELIVERY OPTIONS1-day Class | 4-part Webinar/Webinar On Demand

Advanced Payroll Preparing for Year-End and 2020This webinar series addresses complex benefit and taxation issues facing payroll professionals, providing the latest legislative and regulatory developments to ensure an error-free year-end payroll closing.

2018 Course Highlights: Understand the common paymaster rules Identify special expatriate and nonresident alien taxation

and reporting requirements Understand taxation and reporting of executive compensation Identify when contributions to Health Savings Accounts are

reported on Form W-2

Register: www.americanpayroll.org/adv-yearend.html

LEARNING PATHS

WHO SHOULD ATTENDDesigned for professionals facing more complex taxation issues.

RECERTIFICATIONEarn up to: 1.5 RCHs, 0.15 CEU, or 1.5 CPE credits for each webinar segment attended No advance preparation or prerequisites required

Each Webinar Segment CPE Field of Study: Taxes=1.0, Business Law=0.5

No CPE credits for Webinars On Demand

DELIVERY OPTIONS4-part Webinar/Webinar On Demand

PRICESAPA Member Colleague of an APA Member Non-Member

$489 $599 $729

PRICESAPA Member Colleague of an APA Member Non-Member

$489 $599 $729

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Accounts Payable/Disbursements Preparing for Year-End and 2020This webinar series addresses complex payment and reporting issues facing accounts payable professionals, providing the latest legislative and regulatory developments to ensure an error-free year-end payroll closing.

2018 Course Highlights• Determine the information required to correctly prepare Forms

1099-MISC• Be able to file Forms 1099-MISC with IRS by January 31• Review the accounts payable processing changes required by new

legislation and regulations• Understand how an employee’s moving expenses must be reported

and taxed

Register: www.americanpayroll.org/AP-yearend.html

LEARNING PATHS

WHO SHOULD ATTENDA must for accounts payable, systems, and accounting professionals.

RECERTIFICATIONEarn up to: 1.5 RCHs, 0.15 CEU, or 1.5 CPE credits for each webinar segment attended No advance preparation or prerequisites required

Each Webinar Segment CPE Field of Study: Taxes=1.0, Business Law=0.5

No CPE credits for Webinars On Demand

DELIVERY OPTIONS4-part Webinar/Webinar On Demand

Foundations of Payroll Certificate ProgramThis course is an important first step in payroll education. This hands-on, computer-based course covers the basic procedures, processes, and terminology defining the daily workload of the beginning payroll practitioner. This program provides a thorough overview of the laws and regulations that affect payroll.

Learning Objectives: Calculate regular rate of pay Calculate gross pay and deductions from pay Determine which employer-provided benefits are taxable Prepare Forms W-2 and 941

Register: www.americanpayroll.org/foundations-payroll.html

LEARNING PATHS

RECERTIFICATIONEarn up to: 29 RCHs, 2.9 CEUs, or 34 CPE credits, or 3 ACE college credits No advance preparation or prerequisites required

CPE Fields of Study: Taxes=24, Business Law=6, Communication and Marketing=4

DELIVERY OPTIONS4½-day Class

WHO SHOULD ATTENDThis program is ideal for individuals who are just entering the payroll profession and supervisors and managers new to the payroll environment. Many prepared candidates use this course as a review prior to taking the FPC exam on Friday after the course ends.*

PRICESAPA Member Colleague of an APA Member Non-Member

$489 $599 $729

PRICESAPA Member Colleague of an APA Member Non-Member

$1,889 $1,999 $2,139

Registration for Foundations of Payroll Certificate Program includes free pre- and post-class assessments of your payroll knowledge using the Knowledge Assessment Calculator.

*FPC exam fees are priced separately from the Foundations of Payroll Certificate Program course fees. Candidates should not consider the Foundations of Payroll Certificate Program course as the only method of preparation for the FPC exam. Refer to the current certification handbook at www.americanpayroll.org/certification.

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24 2019 Payroll Education & Publications Toolkit

Payroll Administration in CanadaPayroll Administration in Canada is a hands-on, comprehensive course providing an understanding of Canadian payroll administration. Taught by a leading Canadian payroll expert, this class is an opportunity to learn Canadian laws and requirements that can help you prevent costly errors in your cross-border payroll.

Learning Objectives: Produce a net pay including statutory, mandatory,

and voluntary deductions Determine Federal and Provincial withholding requirements Understand employment and labour standards for

paid time off for employees Complete year-end reporting requirements

Register: www.americanpayroll.org/canadaPayroll.html

LEARNING PATH

WHO SHOULD ATTENDPayroll professionals whose companies do business in Canada.

RECERTIFICATIONEarn up to: 29 RCHs, 2.9 CEUs, or 34 CPE credits No advance preparation or prerequisites requiredCPE Fields of Study: Taxes=28, Business Law=6

DELIVERY OPTIONS4½-day Class

Presented with CPA

Payroll Administration Certificate ProgramThis course provides intensive, advanced, hands-on training on complex payroll functions and regulations. We'll discuss how the payroll function impacts the accounting, benefits, and human resources departments, as well as the more complicated compliance issues like benefits taxation, third-party sick pay reporting, and involuntary deductions.

Learning Objectives: Determine when a fringe benefit is taxable Understand details on FLSA white collar exemption rules Prepare Forms W-2c and 941-X and discover their impact on

other filings Understand the impact of 401(k) and cafeteria benefit plans

on payroll processing

Register: www.americanpayroll.org/payroll-admin.html

LEARNING PATHS

RECERTIFICATIONEarn up to: 29 RCHs, 2.9 CEUs, or 34 CPE credits, or 4 ACE college credits No advance preparation or prerequisites required

CPE Fields of Study: Taxes=22, Business Law=12

WHO SHOULD ATTENDPayroll professionals who have mastered the fundamentals of payroll and wish to improve job performance. Many prepared candidates use this course as a review prior to taking the CPP exam on Friday after the course ends.*

DELIVERY OPTIONS4½-day Class

PRICESAPA Member Colleague of an APA Member Non-Member

$1,889 $1,999 $2,139

*CPP exam fees are priced separately from the Payroll Administration Certificate Program course fees. Candidates should not consider the course as the only method of preparation for the CPP exam. Refer to the current certification handbook at www.americanpayroll.org/certification.

Registration for Payroll Administration Certificate Program includes free pre- and post-class assessments of your payroll knowledge using the Knowledge Assessment Calculator.

PRICESAPA Member Colleague of an APA Member Non-Member

$1,889 $1,999 $2,139

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Implementing Payroll Best PracticesImplementing Payroll Best Practices will help you develop a best practices plan to take back to the office, while examining organizational structures and models, processes, metrics, benchmarking, internal controls, methods of service delivery, corporate culture and staffing, and technology. Actual case studies will be reviewed.

Learning Objectives: Be able to write a business plan to sell the Return on Investment Develop an implementation plan that includes management buy-in Plan for long-term success with strategic management

Register: www.americanpayroll.org/payrollBP.html

LEARNING PATHS

WHO SHOULD ATTENDPayroll professionals who are interested in taking steps toward transforming their current practices into payroll best practices.

RECERTIFICATIONEarn up to: 29 RCHs, 2.9 CEUs, or 34 CPE credits No advance preparation or prerequisites required

CPE Fields of Study: Statistics=15, Business Management & Organization=6, Business Law=7, Management Services=3, Communication and Marketing=3

DELIVERY OPTIONS4½-day Class

Payroll Administration in the United KingdomPayroll Administration in the United Kingdom provides the skills and knowledge necessary to properly process payroll in the U.K., including compliance with the United Kingdom’s HM Revenue and Customs. Registration for this course includes a six-month trial membership in the Chartered Institute of Payroll Professionals, the U.K.’s premier association for payroll professionals.

Learning Objectives: Determine how the Pay As You Earn (PAYEE) income tax program

impacts payroll processing Understand the compliance issues the National Insurance

Contributions (NICs) cause Identify the various statutory time off requirements

(sick, maternity, and paternity pay and more)

Register: www.americanpayroll.org/ukPayroll.html

LEARNING PATH

RECERTIFICATIONEarn up to: 29 RCHs, 2.9 CEUs, or 34 CPE credits No advance preparation or prerequisites requiredCPE Fields of Study: Taxes=28, Business Law=6

WHO SHOULD ATTENDPayroll professionals who need to know how to properly handle payroll compliance issues in the United Kingdom.

DELIVERY OPTIONS4½-day Class

Presented with CIPP

Lean PayrollLean Payroll can help reduce expenses by looking at all processes and how departments are connected. Learn how to produce a perfect paycheck, reduce cost, eliminate waste, and create a highly effective workforce.

Learning Objectives: Understand Lean Labor and its benefits Identify and define the business process Understand the role of payroll within the organization Communicate responsibility of other departments in eliminating wasteful tasks

Register: www.americanpayroll.org/lean-pay.html

LEARNING PATHS

WHO SHOULD ATTENDPayroll professionals who want to learn how to use payroll data to streamline processes and create a valued payroll department.

RECERTIFICATIONEarn up to: 12 RCHs, 1.2 CEUs, or 14 CPE creditsNo advance preparation or prerequisites required

CPE Field of Study: Management Services=14

DELIVERY OPTIONS2-day Class

PRICESAPA Member Colleague of an APA Member Non-Member

$2,009 $2,129 $2,369

PRICESAPA Member Colleague of an APA Member Non-Member

$1,889 $1,999 $2,139

PRICESAPA Member Colleague of an APA Member Non-Member

$939 $1,049 $1,189

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PayTrain® Fundamentals 2019APA’s PayTrain Fundamentals is a web-based program that provides basic payroll education for professionals in the early stages of their payroll career and those who support the payroll industry, and is a proven study tool used by those who have passed APA’s Fundamental Payroll Certification (FPC) exam. Study a core payroll curriculum through a combination of readings, exercises, case studies, quizzes, and games. Pre- and post-training tests quantify knowledge gained through the course.

PayTrain Fundamentals 2019 study modules: Payroll Concepts Calculations of Pay Calculations of Deductions and Net Pay Fringe Benefits and Other Payments Retirement Plans Cafeteria Plans Payroll Reporting and Employment Taxes Record Keeping and Payroll Practices Payroll Accounting and Audits Payroll Administration and Management Health Benefits and International PaymentsFeatures include: FLASHCARDS TO HELP REVIEW IMPORTANT TERMS AND DEFINITIONS MOBILE-OPTIMIZED LEARNING FOR DELIVERING PORTABLE CONTENT TO SMARTPHONES AND TABLETS EMBEDDED E-READER TO ALLOW HIGHLIGHTING AND BOOKMARKING OF IMPORTANT CONTENT

LEARNING PATHS

DELIVERY OPTIONSSelf-Directed | Instructor-Assisted

The 2019 course, available in March 2019, can be used through September 2020.

PayTrain Fundamentals 2018 is available now at www.LearnPayroll.com

PayTrain Fundamentals 2019 offers FPC exam preparation for the Fall 2019 and Spring 2020 exam dates. Note: The FPC exam is priced separately from the training program.

If you are a first-time user of APA’s PayTrain Fundamentals and score 80% or higher on the post-test, you will earn 24 RCHs or 2.4 CEUs and receive a Certificate of Achievement. Previous PayTrain Fundamentals users can earn 12 RCHs or 1.2 CEUs and receive a Certificate of Achievement after scoring 80% or higher on the post-test. Please note: RCHs can only be used toward recertification after passing the FPC or CPP examination.

To view instructor-assisted course start dates, for a free demonstration, or to register online, visit www.learnpayroll.com or call (800) 444-5015.

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PayTrain® 2019APA’s PayTrain 2019 is a web-based program, allowing you to use any computer with an Internet connection as your personal payroll trainer. From payroll basics to management issues, PayTrain is a trusted resource covering the payroll body of knowledge tested on the Certified Payroll Professional (CPP) exam. Through interactive study modules, PayTrain tracks your knowledge gain through pre- and post-training comparisons and facilitates effective professional development by letting you focus on areas requiring additional study.

PayTrain 2019 study modules: Payroll Concepts Calculations of Pay Calculations of Deductions and Net Pay Fringe Benefits and Other Payments Retirement Plans Cafeteria Plans Payroll Reporting and Employment Taxes Record Keeping and Payroll Practices Payroll Accounting and Audits Payroll Administration and Management Health Benefits International PaymentsFeatures include: FLASHCARDS TO HELP REVIEW IMPORTANT TERMS

AND DEFINITIONS MOBILE-OPTIMIZED LEARNING FOR DELIVERING PORTABLE

CONTENT TO SMARTPHONES AND TABLETS EMBEDDED E-READER TO ALLOW HIGHLIGHTING AND

BOOKMARKING OF IMPORTANT CONTENT

LEARNING PATHS

DELIVERY OPTIONSSelf-Directed | Instructor-Assisted

The 2019 course, available in March 2019, can be used through September 2020.

PayTrain 2018 is available now at www.LearnPayroll.com

PayTrain 2019 offers CPP exam preparation for the Fall 2019 and Spring 2020 exam dates.Note: The CPP exam is priced separately from the training program.

If you are a first-time user of PayTrain and score 80% or higher on the PayTrain post-test, you will earn 40 RCHs or 4.0 CEUs and receive a Certificate of Achievement. Previous PayTrain users can earn 20 RCHs or 2.0 CEUs and receive a Certificate of Achievement after scoring 80% or higher on the post-test. Please note: RCHs can only be used toward recertification after passing the FPC or CPP examination.

To view instructor-assisted course start dates, for a free demonstration, or to register online, visit www.learnpayroll.com or call (800) 444-5015.

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Webinars and Webinars on Demand Receive essential payroll education anywhere there is an Internet connection with APA’s Payroll Webinars. Webinars are web-based seminars that you can attend from the comfort of your office or home, using your computer. Each 90-minute, live, interactive webinar comes complete with a question-and-answer session to help you stay connected and earn RCHs and CPE credits.

All webinars are available as Webinars On Demand beginning 14 days after the live session.

Topics Include: Calculating Paychecks, 4-segment series Payroll Record Keeping — What Must We Keep? Payroll Issues for Multi-State Employers, 4-segment series Fringe Benefits, 2-part series Root Cause Analysis: Prevent That Payroll Error From Happening Again! Payroll Tax Forum, 4-segment series Garnishments Forum, 4-segment series Local Income Tax Compliance, 4-segment series Nonresident Aliens Require Special Handling Preparing for Year-End and 2020, 4-segment series Advanced Preparing for Year-End and 2020, 4-segment series

Register: www.americanpayroll.org/webinars-buy.html

RECERTIFICATIONEarn up to 1.5 RCHs, 0.15 CEU, or 1.5 CPE credits for each live webinar attended. CPE credits are not available for On Demand Webinars.

No advance preparation or prerequisites required

Lunch and Learn SeriesThe Lunch and Learn Series is a group of five 60-minute webinars to strengthen your payroll knowledge and professional skills. Webinars are taught at 12:30 p.m. ET, 11:30 a.m. CT, 12:30 p.m. MT, and 11:30 a.m. PT. Buy the webinars for the day and time that work for you. Purchase price also includes the Webinar On Demand, when available.

Please note: Webinars are not available for individual purchase. Webinars On Demand are only available to purchasers of the live series.

Register: www.americanpayroll.org/lunch-learn.html

PRICES APA Member Colleague of an APA Member Non-Member

SINGLE SESSION $195 $215 $2804-SEGMENT SERIES $489 $599 $729

PRICESAPA Member Colleague of an APA Member Non-Member

$425 $525 $635

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RECERTIFICATIONEarn up to 1 Recertification Credit Hour (RCH), 0.1 Continuing Education Unit (CEU), or 1 Continuing Professional Education (CPE) credit when attending each segment of the Lunch and Learn Series.

CPE credits are not available for Webinars on Demand.

No advance preparation or prerequisites required

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APA's 37th Annual CongressLong Beach, CAMay 14-18APA’s premier educational event, the 2019 Annual Congress, features more than 180 workshops covering a wide spectrum of payroll, accounts payable, international, human resources, benefits, technology, management, and career development topics, and the largest expo ever! Network with your colleagues, and hear the latest legislative and regulatory changes from government representatives and industry experts.

Register: APAcongress.com

LEARNING PATHS

WHO SHOULD ATTENDThe Annual Congress is open to APA members, their colleagues, and others involved in payroll, accounts payable, human resources, benefits, and technology.

RECERTIFICATIONSee website for more information about RCH, CEU, and CPE credits and fields of study.

2019 Virtual Congress & ExpoVirtual Congress & Expo is an educational and networking alternative for those who are unable to attend the physical event. The 2019 Virtual Congress & Expo will come complete with educational webcasts, a full-service Expo, and plenty of engaging virtual interaction and networking opportunities with fellow professionals and industry expert service providers.

Live: May 22-23 On Demand: May 24 through August 23Register: www.americanpayroll.org/virtual-congress.html

Virtual Congress is included with your All-Access Congress registration.

PRICESAPA Member Colleague of an APA Member* Non-Member*

$1,900 $2,050 $2,120

CONFERENCES

*Your congress registration includes Virtual Congress registration and a 1-year APA membership.

CO

NFE

RE

NC

ES

PRICESAPA Member Non-Member*

$225 $495

AMERICAN PAYROLL ASSOCIAT ION’S 2019

30 2019 Payroll Education & Publications Toolkit

33rd Annual Educational Institutions Payroll ConferenceOctober 27-30 | Orlando, FLAPA’s Educational Institutions Payroll Conference focuses on compliance issues impacting payroll professionals working in the higher education community. The curriculum addresses nonresident alien payroll taxation and reporting, visas, employment eligibility, student FICA exception, fringe benefits at colleges and universities, FLSA issues, and much more.

Topics in 2018 included: Payroll fundamentals for higher education Interpreting unique fringe benefits in higher learning institutions DOL audits Technology and payroll at the educational institution

Register: www.americanpayroll.org/EIPC.html

LEARNING PATHS

WHO SHOULD ATTENDNew and experienced payroll and tax professionals employed by public or private colleges and universities.

RECERTIFICATIONSee website for more information about RCH, CEU, and CPE credits and fields of study.

RECERTIFICATIONSee website for more information about RCH, CEU, and CPE credits and fields of study.

WHO SHOULD ATTENDPayroll, human resources, tax, accounts payable, and systems professionals who want to hear about the latest issues while networking with leading Washington insiders.

Payroll Leaders ConferenceNovember 13–15 | Las Vegas, NVGain next-generation training through THREE transformational Certificate Programs. Choose from one of the three programs to develop a fresh perspective to lead people in an increasingly dynamic world. Topics in 2018 included: Leadership and Mentorship in Payroll Managing Global Payroll Operations Implementing Strategic Payroll Practices

Register: www.americanpayroll.org/PLC

LEARNING PATHS

WHO SHOULD ATTENDPayroll professionals who are in a management role and want to increase their leadership skills, or professionals who aspire to be leaders within their organization.

RECERTIFICATIONSee website for more information about RCH, CEU, and CPE credits and fields of study.

PRICESAPA Member Colleague of an APA Member Non-Member

$995 $1,145 $1,295

PRICESAPA Member Colleague of an APA Member Non-Member

$1,260 $1,375 $1,510

Capital SummitMarch 25–26 | Washington, DCHear about the latest and still-developing payroll legislative and regulatory issues that affect your operations from government insiders in our nation’s capital. Attend APA’s Capital Summit to put yourself on the leading edge of payroll compliance and to network with fellow payroll professionals.

Topics in 2019 include:

Considerations regarding on-demand pay Gig economy and payroll impacts Retirement laws and regulations What’s new at the IRS, DOL, SSA, USCIS, DOJ, and OCSE

Register: www.americanpayroll.org/summit.html

LEARNING PATHS

PRICESAPA Member Colleague of an APA Member Non-Member

$700 $810 $900

C

ON

FER

EN

CES

www.AmericanPayroll.org 31

Completion of APA educational courses and attendance at APA educational conferences confer varying numbers of Recertification Credit Hours (RCHs), Continuing Education Units (CEUs), or Continuing Professional Education (CPE) credits.

We have registered with the Texas State Board of Public Accountancy to meet the requirements of the continuing professional education rules covering maintenance of attendance records, retention of program outlines, qualifications of instructors, program content, physical facilities and length of class hours. This registration agreement does not constitute an endorsement by the Board as to the quality of the program or its contribution to the professional competence of the licensee.

*Information in this toolkit is subject to change without notice. ©2019 American Payroll Association

The American Payroll Association is registered with the Texas State Board of Public Accountancy and the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Registration Fees: Events must be paid in full at least five business days in advance of the start date to guarantee your registration. Mailed payments must be in U.S. dollars. You will receive email confirmation of your registration to include class date and location, if available. If the location is not on the confirmation, check the website. If you have not received confirmation of your registration one week prior to your seminar, please call APA at the number listed below to confirm your registration. If you require a special diet, select it when registering for the event online or indicate it on the registration form. If you have a disability or require special services, please contact us at least 14 days in advance of the event.Locations: Specific locations will be listed on the APA’s website, www.americanpayroll.org, at least 30 days before the seminar date.Same-Day Registrants: Participants registering on the day of the in-person program may enroll 15 minutes after all preregistered participants have signed in. If there are insufficient class materials for same-day registrants, they will receive the materials

at the earliest possible date following the seminar.TravelTravel and Hotel Arrangements: Attendees are responsible for their own travel arrangements to and from events. No room blocks are being held for APA courses that are less than five days. Room reservations and hotel charges are the responsibility of the attendee. Parking fees are the responsibility of the attendee.Transfers/Substitutions: A $55 nonrefundable administrative fee will be assessed for each transfer and/or substitution. Some restrictions may apply. Either of these changes should be made by calling Customer Service. Each transfer and/or substitution will require completion of a transfer/substitution form and will be assessed the fee. The substitute may also be charged the difference in price if the substitute’s member status is different from that of the original registrant. A representative can provide the form. A transfer fee will apply if the incorrect location or date is selected. Please verify that you select the correct location and date to avoid transfer fees. For webinars and webinars

on demand, transfers or substitutions will not be honored the day of the program, after the program begins, or if the program license has been activated.CancellationsOn-Site Courses: Written requests received at least seven business days prior – full refund; four to six business days prior – refund less a $50 service charge; fewer than four business days prior – a credit will be issued less a $100 service charge. Credits are applicable only to future APA educational programs and are valid for one year from the date of issue. Cancellations the day of the program or after the program are nonrefundable and noncredited.e-Learning: Cancellations or refunds will not be honored the day of the program, after the program begins, or if the program license has been activated.Event Cancellation Policies: Events are subject to cancellation at any time, including due to low attendance. APA reserves the right to limit enrollment to ensure that published objectives are achieved.*Information in this toolkit is subject to change without notice.

Credit for Recertification and Continuing Professional Education

APA Complaint Resolution Policy: The APA will make every effort to resolve complaints regarding NASBA compliance within a reasonable amount of time and in a confidential manner. A formal complaint must be submitted in writing and must set forth a statement of the facts and the specific remedy sought. Submit complaints to: American Payroll Association, Attn: Certification, 660 North Main Avenue, Suite 100, San Antonio, TX 78205-1217. Certification: (210) 226-4600.

Publication Return and Refund PoliciesPrices and product availability/format are subject to change without notice. All specials and promotions are limited by availability. Payment in U.S. dollars must be received with the order. The American Payroll Association (APA) does not sell products on a trial basis. Please allow 14 to 21 days from the time you place your order for processing and shipping. Delivery times are not guaranteed and the actual delivery time will depend on product availability. Should you order a product in advance of the production date, you may submit a written request for a full refund, provided the APA has not already shipped the product. APA will accept the return of unopened products in saleable condition. Refunds equal to the cost of the product less $30 shipping and administrative fees will be issued upon receipt of the returned item(s). Refunds will be made in original form of payment. Authorization for returns must be obtained prior to returning any item by calling APA at (210) 224-6406, M – F, 8 a.m. – 6 p.m. CT. Return shipment must be at your own expense.

Course Policies*

For the benefit of those who pass APA’s exams and courses, the American Payroll Association participates in the American Council on Education’s (ACE) Transcript Service. The ACE Transcript Service offers a lifelong record for students who have successfully completed our exams and courses that have been reviewed by ACE CREDIT. This service enables adult learners to present a nationally recognized transcript to the college or university of their choice for the potential award of academic credit. For more information, visit the ACE CREDIT Transcript website, bit.ly/acenet-Transcripts

Recertification Credit Hours (RCHs) are provided for APA courses, seminars, and conferences. One RCH is provided for each 60 minutes of educational instruction. Recertification of APA’s payroll certifications — Fundamental Payroll Certification (FPC) and Certified Payroll Professional (CPP) — is achieved by those who have earned the FPC or CPP designation accumulating an appropriate number of qualifying RCHs within a defined period of time.

T HOURS • R

ERTIFICATION CREDIT HOU

EDIT HOURS • RECERTIFICATION CRED

CERTIFICATION CREDIT HOURS • RECERTIFICATIO

REDIT HOURS • RECERTIFICATION CREDIT HOURS •

ECERTIFICATION CREDIT HOURS • RECERTIFICATION

CREDIT HOURS • RECERTIFICATION CREDIT HOURS •

RECERTIFICATION CREDIT HOURS • RECERTIFICATION

CREDIT HOURS • RECERTIFICATION CREDIT HOURS

RECERTIFICATION CREDIT HOURS • RECERTIFICATIO

N CREDIT HOURS • RECERTIFICATION CREDIT HOUR

• RECERTIFICATION CREDIT HOURS • RECERTIFICAT

ON CREDIT HOURS • RECERTIFICATION CREDIT HOU

S • RECERTIFICATION CREDIT HOURS • RECERTIFICA

TION CREDIT HOURS • RECERTIFICATION CREDIT HOU

RS • RECERTIFICATION CREDIT HOURS • RECERTIFIC

TION CREDIT HOURS • RECERTIFICATION CREDIT HO

S • RECERTIFICATION CREDIT HOURS • RECERTIFI

T HOURS • RECERTIFICATION CREDIT H

CREDIT HOURS • RECERTI

CATION CREDIT

RCH1

AMERICAN PAYROLL ASSOCIATION

2 0 1 8 A P P R O V E D P R O V I D E R

For eBook products, cancellations or refunds will not be honored if the license has been activated. For subscription products, cancellations or refunds will not honored. Processing and Shipping: Please note: Orders are processed next business day regardless of shipping method selected. Publications will not be shipped until entire payment amount due (product + shipping and handling + tax) is received.

Review complete policies at https://info.americanpayroll.org/pdfs/tocs/event-policies.pdf

32

STEP 1 Identify your Learning Path STEP 2

Assess your knowledge

STEP 3Increase your knowledge by choosing a training program that’s right for you

www.americanpayroll.org/course-conf

STEP 4Expand the depth

of your payroll knowledge

STEP 5Complete your learning

path by attaining APA certification

STEP 6Continue your

professional development and networking

opportunities

www.PayrollLearningPaths.org

Sample Job Title(s) Payroll Knowledge

Assessment(s)www.payrollkac.com

Instructor-Led SeminarsInstructor-Led

Certificate ProgramseLearning

Specialty Seminars, Webinars,and On Demand Webinarswww.americanpayroll.org/

course-conf

CertificationRecommendation

www.americanpayroll.org/certification

ConferenceRecommendation(s)

www.americanpayroll. org/course-conf

FPC CertificationThe Fundamental Payroll Certification (FPC) exam is open to all those who aspire to demonstrate a baseline of payroll competency.

• Varies • Concepts and Terms• Preparing for the FPC Exam

• Payroll Practice Essentials • Foundations of Payroll Certificate Program

• PayTrain® Fundamentals • Virtual Classroom – Payroll Practice Essentials – Fundamental Payroll Certification

Boot Camp

• Calculating Paychecks • Preparing for Year-End courses• Payroll Tax Forum • Garnishments Forum

• Annual Congress • Capital Summit • Educational Institutions

Payroll Conference

CPP CertificationThe Certified Payroll Professional (CPP) exam is open to all those who have met the eligibility requirements and aspire to demonstrate a mastery in payroll.

• Varies • Concepts and Terms• Fundamental Payroll Practices • Compliance, Operations, and

Administration • Preparing for the CPP Exam

• Payroll Practice Essentials• Intermediate Payroll Concepts• Strategic Leadership Certificate

Program• Advanced Payroll Concepts • Strategic Payroll Practices • Lean Payroll

• Foundations of Payroll Certificate Program

• Payroll Administration Certificate Program

• Strategic Leadership Certification Program

• PayTrain® Fundamentals • PayTrain®

• Virtual Classroom – Payroll Practice Essentials – Intermediate Payroll Concepts – Advanced Payroll Concepts – Strategic Payroll Practices – Certified Payroll Professional

Boot Camp

• Calculating Paychecks• Preparing for Year-End courses• Payroll Tax Forum• Garnishments Forum

• Annual Congress• Capital Summit • Educational Institutions

Payroll Conference• Payroll Leaders Conference

Payroll EssentialsIntroductory payroll training for those new to the profession.

• Payroll Technician/Assistant• Data Processing/Entry Operator • Lead Operator• Accounting Technician • Payroll Records/Benefits

Administrator

• Concepts and Terms • Preparing for the FPC Exam

• Payroll Practice Essentials • Foundations of Payroll Certificate Program

• PayTrain® Fundamentals • Virtual Classroom

– Payroll Practice Essentials – Fundamental Payroll Certification

Boot Camp

• Calculating Paychecks• Preparing for Year-End courses• Payroll Tax Forum• Payroll Issues for Multi-State Employers• Garnishments Forum

• Annual Congress • Educational Institutions

Payroll Conference

Payroll AdministrationIntermediate and advanced payroll training for those who are looking to expand their knowledge.

• Payroll Administrator • Payroll Practitioner 1

(Entry level) • Payroll Practitioner 2

(Intermediate)

• Fundamental Payroll Practices • Compliance, Operations and

Administration

• Payroll Practice Essentials• Intermediate Payroll Concepts• Advanced Payroll Concepts • Lean Payroll

• Foundations of Payroll Certificate Program

• Payroll Administration Certificate Program

• PayTrain® Fundamentals • Virtual Classroom – Payroll Practice Essentials – Intermediate Payroll Concepts – Advanced Payroll Concepts – Mergers & Acquisitions Forum – Certified Payroll Professional

Boot Camp

• Preparing for Year-End courses• Advanced Payroll Preparing for Year-End • Payroll Tax Forum• Payroll Issues for Multi-State Employers• Garnishments Forum • Local Income Tax Compliance

• Annual Congress• Capital Summit • Educational Institutions

Payroll Conference• Payroll Leaders Conference

Payroll SystemsIntroductory payroll training that focuses on professionals who work with payroll systems but do not necessarily process payroll.

• Data Processing/Entry Operator• Payroll Systems Coordinator• Payroll Systems Analyst

• Concepts and Terms• Preparing for the FPC Exam

• Payroll Practice Essentials• Intermediate Payroll Concepts• Implementing Payroll Best

Practices• Strategic Payroll Practices • Lean Payroll

• Foundations of Payroll Certificate Program

• PayTrain® Fundamentals • PayTrain • Virtual Classroom – Payroll Practice Essentials – Intermediate Payroll Concepts – Strategic Payroll Practices – Payroll System Selection and Implementation – Fundamental Payroll Certification Boot Camp

• Calculating Paychecks• Preparing for Year-End courses• Payroll Tax Forum

• Annual Congress

Payroll AnalystAdvanced payroll training for those whose primary responsibility is compliance requirements.

• Payroll Records/Benefits Administrator

• Payroll Accountant/ Payroll Analyst

• Payroll Systems Coordinator• Payroll Systems Analyst• Payroll Tax Administrator

• Compliance, Operations and Administration

• Payroll Practice Essentials• Intermediate Payroll Concepts• Advanced Payroll Concepts • Strategic Payroll Practices • Lean Payroll

• Foundations of Payroll Certificate Program

• Payroll Administration Certificate Program

• Strategic Leadership Certificate Program

• Global Payroll Management Certificate Program

• PayTrain® Fundamentals • PayTrain®

• Virtual Classroom – Payroll Practice Essentials – Intermediate Payroll Concepts – Advanced Payroll Concepts – Mergers & Acquisitions Forum – Strategic Payroll Practices – Certified Payroll Professional

Boot Camp

• Preparing for Year-End courses• Advanced Payroll Preparing for Year-End• Payroll Tax Forum• Payroll Issues for Multi-State Employers • Garnishments Forum • Local Income Tax Compliance

• Annual Congress• Capital Summit • Educational Institutions

Payroll Conference• Payroll Leaders Conference

Payroll ManagementAdvanced payroll training for managers and those wishing to move into management.

• Payroll Practitioner 3 (Senior)• Payroll Supervisor• Payroll Manager/Director • Director/Vice President

of Payroll

• Compliance, Operations and Administration

• Intermediate Payroll Concepts • Implementing Payroll Best

Practices• Strategic Payroll Practices • Lean Payroll

• Payroll Administration Certificate Program

• Strategic Leadership Certificate Program

• Global Payroll Management Certificate Program• Advanced Global Payroll

Management Certificate Program

• PayTrain®

• Virtual Classroom – Intermediate Payroll Concepts – Strategic Payroll Practices – Mergers & Acquisitions Forum – Certified Payroll Professional

Boot Camp

• Preparing for Year-End courses• Payroll Tax Forum • Payroll Issues for Multi-State Employers

• Annual Congress• Capital Summit • Educational Institutions

Payroll Conference• Payroll Leaders Conference

Global PayrollAdvanced payroll training for those involved in global payroll processing.

• Payroll Manager/Supervisor of Global Payroll

• Director of Global Payroll• VP of Global Payroll

• Compliance, Operations and Administration

• Payroll Administration in Canada • Payroll Administration in the UK

• Global Payroll Management Certificate Program

• Advanced Global Payroll Management Certificate Program

• Global webinar series • Advanced Payroll Preparing for Year-End• Canadian Payrolls Preparing for Year-End

• Annual Congress• Educational Institutions

Payroll Conference • Payroll Leaders Conference

Not sure where to start?

33

STEP 1 Identify your Learning Path STEP 2

Assess your knowledge

STEP 3Increase your knowledge by choosing a training program that’s right for you

www.americanpayroll.org/course-conf

STEP 4Expand the depth

of your payroll knowledge

STEP 5Complete your learning

path by attaining APA certification

STEP 6Continue your

professional development and networking

opportunities

www.PayrollLearningPaths.org

Sample Job Title(s) Payroll Knowledge

Assessment(s)www.payrollkac.com

Instructor-Led SeminarsInstructor-Led

Certificate ProgramseLearning

Specialty Seminars, Webinars,and On Demand Webinarswww.americanpayroll.org/

course-conf

CertificationRecommendation

www.americanpayroll.org/certification

ConferenceRecommendation(s)

www.americanpayroll. org/course-conf

FPC CertificationThe Fundamental Payroll Certification (FPC) exam is open to all those who aspire to demonstrate a baseline of payroll competency.

• Varies • Concepts and Terms• Preparing for the FPC Exam

• Payroll Practice Essentials • Foundations of Payroll Certificate Program

• PayTrain® Fundamentals • Virtual Classroom – Payroll Practice Essentials – Fundamental Payroll Certification

Boot Camp

• Calculating Paychecks • Preparing for Year-End courses• Payroll Tax Forum • Garnishments Forum

• Annual Congress • Capital Summit • Educational Institutions

Payroll Conference

CPP CertificationThe Certified Payroll Professional (CPP) exam is open to all those who have met the eligibility requirements and aspire to demonstrate a mastery in payroll.

• Varies • Concepts and Terms• Fundamental Payroll Practices • Compliance, Operations, and

Administration • Preparing for the CPP Exam

• Payroll Practice Essentials• Intermediate Payroll Concepts• Strategic Leadership Certificate

Program• Advanced Payroll Concepts • Strategic Payroll Practices • Lean Payroll

• Foundations of Payroll Certificate Program

• Payroll Administration Certificate Program

• Strategic Leadership Certification Program

• PayTrain® Fundamentals • PayTrain®

• Virtual Classroom – Payroll Practice Essentials – Intermediate Payroll Concepts – Advanced Payroll Concepts – Strategic Payroll Practices – Certified Payroll Professional

Boot Camp

• Calculating Paychecks• Preparing for Year-End courses• Payroll Tax Forum• Garnishments Forum

• Annual Congress• Capital Summit • Educational Institutions

Payroll Conference• Payroll Leaders Conference

Payroll EssentialsIntroductory payroll training for those new to the profession.

• Payroll Technician/Assistant• Data Processing/Entry Operator • Lead Operator• Accounting Technician • Payroll Records/Benefits

Administrator

• Concepts and Terms • Preparing for the FPC Exam

• Payroll Practice Essentials • Foundations of Payroll Certificate Program

• PayTrain® Fundamentals • Virtual Classroom

– Payroll Practice Essentials – Fundamental Payroll Certification

Boot Camp

• Calculating Paychecks• Preparing for Year-End courses• Payroll Tax Forum• Payroll Issues for Multi-State Employers• Garnishments Forum

• Annual Congress • Educational Institutions

Payroll Conference

Payroll AdministrationIntermediate and advanced payroll training for those who are looking to expand their knowledge.

• Payroll Administrator • Payroll Practitioner 1

(Entry level) • Payroll Practitioner 2

(Intermediate)

• Fundamental Payroll Practices • Compliance, Operations and

Administration

• Payroll Practice Essentials• Intermediate Payroll Concepts• Advanced Payroll Concepts • Lean Payroll

• Foundations of Payroll Certificate Program

• Payroll Administration Certificate Program

• PayTrain® Fundamentals • Virtual Classroom – Payroll Practice Essentials – Intermediate Payroll Concepts – Advanced Payroll Concepts – Mergers & Acquisitions Forum – Certified Payroll Professional

Boot Camp

• Preparing for Year-End courses• Advanced Payroll Preparing for Year-End • Payroll Tax Forum• Payroll Issues for Multi-State Employers• Garnishments Forum • Local Income Tax Compliance

• Annual Congress• Capital Summit • Educational Institutions

Payroll Conference• Payroll Leaders Conference

Payroll SystemsIntroductory payroll training that focuses on professionals who work with payroll systems but do not necessarily process payroll.

• Data Processing/Entry Operator• Payroll Systems Coordinator• Payroll Systems Analyst

• Concepts and Terms• Preparing for the FPC Exam

• Payroll Practice Essentials• Intermediate Payroll Concepts• Implementing Payroll Best

Practices• Strategic Payroll Practices • Lean Payroll

• Foundations of Payroll Certificate Program

• PayTrain® Fundamentals • PayTrain • Virtual Classroom – Payroll Practice Essentials – Intermediate Payroll Concepts – Strategic Payroll Practices – Payroll System Selection and Implementation – Fundamental Payroll Certification Boot Camp

• Calculating Paychecks• Preparing for Year-End courses• Payroll Tax Forum

• Annual Congress

Payroll AnalystAdvanced payroll training for those whose primary responsibility is compliance requirements.

• Payroll Records/Benefits Administrator

• Payroll Accountant/ Payroll Analyst

• Payroll Systems Coordinator• Payroll Systems Analyst• Payroll Tax Administrator

• Compliance, Operations and Administration

• Payroll Practice Essentials• Intermediate Payroll Concepts• Advanced Payroll Concepts • Strategic Payroll Practices • Lean Payroll

• Foundations of Payroll Certificate Program

• Payroll Administration Certificate Program

• Strategic Leadership Certificate Program

• Global Payroll Management Certificate Program

• PayTrain® Fundamentals • PayTrain®

• Virtual Classroom – Payroll Practice Essentials – Intermediate Payroll Concepts – Advanced Payroll Concepts – Mergers & Acquisitions Forum – Strategic Payroll Practices – Certified Payroll Professional

Boot Camp

• Preparing for Year-End courses• Advanced Payroll Preparing for Year-End• Payroll Tax Forum• Payroll Issues for Multi-State Employers • Garnishments Forum • Local Income Tax Compliance

• Annual Congress• Capital Summit • Educational Institutions

Payroll Conference• Payroll Leaders Conference

Payroll ManagementAdvanced payroll training for managers and those wishing to move into management.

• Payroll Practitioner 3 (Senior)• Payroll Supervisor• Payroll Manager/Director • Director/Vice President

of Payroll

• Compliance, Operations and Administration

• Intermediate Payroll Concepts • Implementing Payroll Best

Practices• Strategic Payroll Practices • Lean Payroll

• Payroll Administration Certificate Program

• Strategic Leadership Certificate Program

• Global Payroll Management Certificate Program• Advanced Global Payroll

Management Certificate Program

• PayTrain®

• Virtual Classroom – Intermediate Payroll Concepts – Strategic Payroll Practices – Mergers & Acquisitions Forum – Certified Payroll Professional

Boot Camp

• Preparing for Year-End courses• Payroll Tax Forum • Payroll Issues for Multi-State Employers

• Annual Congress• Capital Summit • Educational Institutions

Payroll Conference• Payroll Leaders Conference

Global PayrollAdvanced payroll training for those involved in global payroll processing.

• Payroll Manager/Supervisor of Global Payroll

• Director of Global Payroll• VP of Global Payroll

• Compliance, Operations and Administration

• Payroll Administration in Canada • Payroll Administration in the UK

• Global Payroll Management Certificate Program

• Advanced Global Payroll Management Certificate Program

• Global webinar series • Advanced Payroll Preparing for Year-End• Canadian Payrolls Preparing for Year-End

• Annual Congress• Educational Institutions

Payroll Conference • Payroll Leaders Conference

APA's Learning Paths help you design your education by matching your current job responsibilities with your career goals.

GET CERTIFIED!

Certified Payroll Professional (CPP)Quantify your knowledge, your experience, and your credibility with this certification.

Fundamental Payroll Certification (FPC)As a new payroll or service/support professional, you can validate your knowledge with this certification.

ENHANCE YOUR JOB STATUS.

www.americanpayroll.org/certification

Demonstrate your payroll expertise, accelerate your career, gain recognition within the profession, increase your potential for higher wages, and earn ACE college credits with certifications from the American Payroll Association.

Achieve your goals

A M E R I C A N P A Y R O L L A S S O C I A T I O N

Please send me the following PRODUCTS:Product Name Product Code Quantity Price

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Less quantity discount on books (if applicable) $ _____________

Shipping & handling (does not apply to eBooks or subscriptions):

U.S. add 7% of product subtotal; outside U.S. add 25% of product subtotal $ _____________

Product Subtotal $ _____________

Please determine your applicable sales tax and remit to APA with your payment.

You can determine your sales tax by going through the checkout process

online for the product(s) you are purchasing. www.americanpayroll.org/salestax. $ _____________

(A) Total for Products $ _____________

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(B) Total for Courses $ ____________________

(C) One-year membership dues & fees, if applicable (APA: $289) $ ____________________

(A+B+C) TOTAL AMOUNT PAID $ ____________________

2019 Education and Publications Toolkit | Order Form For online registration or ordering, visit: www.americanpayroll.org

FOR OFFICE USE ONLY:

Date: _____________________ Order #: ___________________ Control Batch:___________________

Check #: ______________ C/P: ______________ Total: $______________________

EMT: 9VLast updated: 1/18/19

Order Form

To order PayTrain Fundamentals orPayTrain 2019, visit www.learnpayroll.com or call (800) 444-5015.

Name: ❏ Ms. ❏ Mr. ___________________________________________________________

Title: ________________________________________________________________________

Organization: ________________________________________________________________

Street Address: _______________________________________________________________

City: ______________________________State/Province:____________________________

Country:_________________ Zip+4-digit/Postal Code: ______________ + ___________

Telephone: _____________________________ Fax: ________________________________ (Area/Country Code) (Area/Country Code)

Email: _____________________________________________________________________ (For official APA communications, registration confirmations, Payroll Currently, and PAYTECH-Digital)

Please indicate if you are: ❏ CPA ❏ PA (For NASBA reporting purposes)

Special Dietary Request: ❏ Vegetarian ❏ Gluten-free ❏ Kosher

❏ Dairy Allergy ❏ Peanut Allergy ❏ Shellfish Allergy ❏ Vegan

Special dietary requests received less than two weeks from event start cannot be guaranteed.

❏ I am an APA MEMBER. ID# __________________________________________________ (Update your contact information at www.americanpayroll.org)

❏ I am a COLLEAGUE of an APA Member (at the same street address)

Colleague’s ID #: __________________________________________________________ Member’s Name: __________________________________________________________ Member’s ID #: ___________________________________________________________

❏ I want to join APA now: Annual Membership Dues* $254 + One-Time Enrollment Fee $35 = $289

❏ I am NOT an APA Member or Colleague. ID# (if known): _______________________

Needed for new member enrollment Birth date: ________ / ________/ ___________

Registrant Information

Payment in U.S. dollars must accompany your order. Currency Converter: www.xe.com

Three enrollment options:

Online Fax Mailwww.americanpayroll.org (210) 224-6038 To address below

❏ I authorize the American Payroll Association to CHARGE my:

❏ American Express ❏ Discover ❏ MasterCard ❏ Visa

Card is: ❏ Corporate ❏ Personal

Card # : _________________________________________________________________

Exp. Date: _______________________________ CVV Code: ____________________

Name on credit card: _____________________________________________________

Signature of cardholder: __________________________________________________

❏ PURCHASE ORDER # :____________________(government agencies/universities only)

CHECK #: ________________

❏ Make CHECK payable and mail to:

American Payroll Association660 North Main Avenue, Suite 100

San Antonio, TX 78205-1217

Email: [email protected] • Visit: www.americanpayroll.org

Phone: (210) 224-6406 • M-F, 8 a.m. – 6 p.m. CT

❏ I agree to the cancellation policies found at https://info.americanpayroll.org/pdfs/tocs/event-policies.pdf

Payment Information

*Membership dues are subject to change without notice and are nonrefundable. Membership is on an individual basis; corporate memberships are not available. 100% of membership dues are deductible as an ordinary business expense. An enrollment fee of $35 is charged to all new members and to reinstate members inactive for more than 90 days. Have you ever:

Purchased something from the APA? ❑ Yes ❑ No

Had a membership with the APA? ❑ Yes ❑ No

If yes, what name was it under? ________________________________________

What was the company name? ________________________________________

www.AmericanPayroll.org

Your comprehensive guide to payroll compliance resources.