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CHATTERBOX December 2014 Volume XIIX No 6 An Official Publication of the South Carolina Chapter of the American Payroll Association www.scchapterapa.org OFFICER 2013-2014 President Tracy Fish CPP STG, Inc 843.568.8047 [email protected] President-Elect Ann Fink Joe Henry Company 803.212.7055 [email protected] Vice President Barbara Strong Ward Services, Inc 803.744.4832 [email protected] Secretary Open Position Treasurer Nancy Sousa CPP Roper St Francis Healthcare 843.789.1727 [email protected] Board of Directors Bonnie Jones CPP Tracy Fish CPP JoAn Roland Tim Peters BI-MONTHLY MEETING & HOLIDAY LUNCH DECEMBER 11 2014 CITY OF CAYCE 1800 12TH STREET CAYCE SC HOST: JOAN ROLAND COMMITTEE COORDINATORS Speakers - Sandra Smith, Susan Bishop, CPP Member Services - Tracy Rutland , CPP Education- Kathy Smith, CPP Newsletter & Webmaster - Pat Hinson National APA Liason - Tracy Fish, CPP Conference Co Chair - JoAn Roland ITINERARY 9:30 Registraon & Refreshments 10:00 “Jeopardy” Make it a True Daily Double Susan Payroll Source chapters 3, 6 and 10 12:00 Holiday Lunch 1:00 Business Meeng Lunch will be provided for members, guest are welcome at $10 each. PLEASE BRING A DONATION FOR HARVEST HOPE FOOD BANK PAY YOUR 2015 DUES AT THE MEETING FOR A GIFT
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Page 1: CHATTERBOX · Open Position Treasurer 1:00 Business Meeting Nancy Sousa CPP Roper St Francis Healthcare 843.789.1727 nancy.sousa@ropersaintfrancis.com PLEASE BRING A DONATION FOR

CHATTERBOX

D e c e m b e r 2 0 1 4 V o l u m e X I I X N o 6

An Official Publication of the

South Carolina Chapter of the American Payroll Association

www.scchapterapa.org

OFFICER 2013-2014

President Tracy Fish CPP STG, Inc 843.568.8047 [email protected]

President-Elect Ann Fink Joe Henry Company 803.212.7055 [email protected]

Vice President Barbara Strong Ward Services, Inc 803.744.4832 [email protected]

Secretary Open Position

Treasurer Nancy Sousa CPP Roper St Francis Healthcare 843.789.1727 [email protected]

Board of Directors Bonnie Jones CPP Tracy Fish CPP JoAn Roland Tim Peters

BI-MONTHLY MEETING & HOLIDAY LUNCH

DECEMBER 11 2014

CITY OF CAYCE

1800 12TH STREET

CAYCE SC

HOST: JOAN ROLAND

COMMITTEE COORDINATORS

Speakers - Sandra Smith, Susan Bishop, CPP

Member Services - Tracy Rutland , CPP

Education- Kathy Smith, CPP

Newsletter & Webmaster - Pat Hinson

National APA Liason - Tracy Fish, CPP

Conference Co Chair - JoAn Roland

ITINERARY

9:30 Registration & Refreshments 10:00 “Jeopardy” Make it a True Daily Double Susan Payroll Source chapters 3, 6 and 10 12:00 Holiday Lunch 1:00 Business Meeting

Lunch will be provided for members, guest are welcome at $10 each.

PLEASE BRING A DONATION FOR HARVEST HOPE FOOD BANK PAY YOUR 2015 DUES AT THE MEETING FOR A GIFT

Page 2: CHATTERBOX · Open Position Treasurer 1:00 Business Meeting Nancy Sousa CPP Roper St Francis Healthcare 843.789.1727 nancy.sousa@ropersaintfrancis.com PLEASE BRING A DONATION FOR

A native of Houston, Texas, Ann Fink’s travels and various career opportunities led her on a

circuitous journey to the Joe Henry Company in 2003. She accepted the position of office

manager at JHC which has required her to wear many hats including handling payroll, managing

the support staff, and assuming the role of primary contact for several of the company’s largest

accounts.

Her education includes studies at DeVry Institute of Technology and Harris County Community

College, and her varied experience includes assignments in accounts receivable, accounts

payable, human resources, and much more.

Ann lives with her husband, Royce, on a farm near Leesville, SC and, when time permits, they

enjoy camping trips in South Carolina and Georgia. Other hobbies include bowling, surveying

garage sales, and traveling. She has been an active fund-raiser for several causes and volunteers

her time preparing income tax returns through the VITA program for the IRS. She has also

served as a referral agent for the United Way.

Even with such varied interests, Ann and Royce find time to spend with their combined families

consisting of eight children, fourteen grandchildren, and two great grandchildren.

Professional affiliations include Society of Human Resource Management, Princeton Global

Network, and National Association of Professional Women. The NAPW selected her as Woman

of the Year in 2011.

Of all her honors and accomplishments, one of the most significant is having been recognized by

her peers as the Payroll Person of 2014 at the recent Carolinas Payroll Association annual

conference. She takes great pride in this honor.

MARGARET ANN FINK

2014 SCAPA

PAYROLL PROFESSIONAL

OF THE YEAR

Page 3: CHATTERBOX · Open Position Treasurer 1:00 Business Meeting Nancy Sousa CPP Roper St Francis Healthcare 843.789.1727 nancy.sousa@ropersaintfrancis.com PLEASE BRING A DONATION FOR

February 19 2015

TBA

April 16 2015

TBA

June 18 2015

TBA

August 20 2015

TBA

October 15 2015

2015

December 10 2015

TBA

UPCOMING MEETINGS

DIRECTIONS TO THE MEETING

City of Cayce Municipal Complex

1800 12th Street

Cayce SC,

803-796-9020

From I-26 take Exit 115 to Cayce. This is Charleston High-way.

Go approximately 1 mile and bear right onto Frink Street.

(Just past the Edenwood Shopping Center/BI-LO) Turn

left onto 12th Street (approximately 2.5 miles). The Cayce

City Complex is on the left.

For detailed directions go to the SCAPA website.

Jessica Watts

Elliott Davis

Columbia SC.

Ann Vincent

Dorchester School District 4

St George SC

CONGRATULATIONS on passing CPP exam

Kelvin Byrd CPP

Payroll Tax Account Sunoco Products Company

Hartsville SC

WELCOME NEW MEMBERS

Page 4: CHATTERBOX · Open Position Treasurer 1:00 Business Meeting Nancy Sousa CPP Roper St Francis Healthcare 843.789.1727 nancy.sousa@ropersaintfrancis.com PLEASE BRING A DONATION FOR

MEETING MINUTES

OCTOBER 16 2014

SUBMITTED BY: TRACY FISH

Tracy Fish opened the meeting with 19 attendees including 2 guests.

The first speaker was Thomas Schafer, Senior Stakeholder Liaison with the IRS and spoke on Em-

ployment Tax and Social Security Policy Changes.

Tracy Fish opened the business meeting.

Minutes were not available for the August meeting at this time and will be voted on at the Decem-

ber meeting.

The Treasurers Report was motioned for approval by Ann Fink and seconded by Bonnie Jones.

All were in favor and none were opposed.

A Conference update was provided. The attendees have reached the 200 mark and we increased

the amount of pins ordered by the chapter to 240 as we were still way under the budgeted amount

for that item. The Conference Committee had requested a fee increase from the original $300 to

$500 to account for the increase in prices and number of attendees for the sponsored breaks. A

motion to approve this payment was made by Nancy Sousa and seconded by Pam Williams. All

were in favor and none were opposed.

Kelvin Byrd from Sonoco Products obtained his CPP certification.

Only 2 Payroll Person of the Year nominations have been received and the voting will take place

this week.

Next Meeting is at the City of Cayce hosted by JoAn Roland. Lunch will be provided as stated in

the budget. RSVP’s are requested ASAP for this meeting so that food can be ordered a head of the

meeting. JoAn Roland will look into getting food from Substation II as we did last year. Voting

for officers and committee members will be made at this meeting. Almost all positions will be

available for new volunteers. The duties list will be made available on the website and December

Chatterbox. Please also be thinking about hosting a meeting in 2015 as we will be looking for lo-

cations at this meeting.

Second Speaker for the day was Andrew Rider of MUSC and spoke on International Payroll.

Door Prizes were won by Sheila Martinez, Susan Bishop, and Bonnie Jones.

50/50 Drawing was for $15.00 by Bonnie Jones.

Third speaker for the day was Paula Twigg of Robert Half Finance & Accounting and spoke on

How to Navigate Office Politics.

Page 5: CHATTERBOX · Open Position Treasurer 1:00 Business Meeting Nancy Sousa CPP Roper St Francis Healthcare 843.789.1727 nancy.sousa@ropersaintfrancis.com PLEASE BRING A DONATION FOR

MEETING MINUTES

AUGUST 17 2014

SUBMITTED BY: LYNN WILLIAMS

Ann Fink welcomed 17 people including 2 visitors (Jessica Jarrell from City of North Charleston

and Eric Chadwick from Ceridian Corporation and thanked Lisa Lee for hosting the meeting.

Mr. Phil Gregory from Sloan, Montgomery, Gregory & Hall, Inc. was introduced and spoke on

“FSLA & What brings about a DOL Investigation”.

Ann Fink opened the business meeting.

A motion to approve the minutes for June 2014 as stated in the August Chatterbox was made by

Barbara Strong and seconded by Lynn Williams. All were in favor and the minutes were ap-

proved.

A motion to approve the Treasurer’s Report for June 2014 as stated in the August Chatterbox was

made by Sandra Smith and seconded by Pat Hinson. All were in favor and the Treasurer’s Report

was approved.

Updates on Payroll Conference:

There were some issues on buying pens for the conference. The original company was bought out

so the new design of the pen was discussed and motion to approve the design was given by Bar-

bara Strong. All were in favor and the design was approved. The price will stay the same.

The emails sent out for the conference had some issues so it was decided to go with Pay Pal for

payments.

Parking will not be waived this year due to it being the last year on contract, but will be reduced

to $5.00 per day.

2 people are needed for registration on Wednesday from 6-7 pm.

Help needed with decorations, late registration and games. Sign-up sheet was passed around for

volunteers.

Pens and pins were passed out for National Payroll Week and cake was enjoyed by everyone.

The second speaker, April Jones from Bloomberg BNA, was introduced and she spoke on Final

Wage Payments. She also had a drawing for a book titles “Overpayments” and was won by San-

dra Smith.

50/50 drawing went to Jo Ann Roland.

Door prizes went to: Jessica Jerald, Sandra Smith, and Eric Chadwick.

Next meeting to be held at MUSC on October 16 and hosted by Susan Bishop, Karen Santos, and

Bonnie Jones.

Page 6: CHATTERBOX · Open Position Treasurer 1:00 Business Meeting Nancy Sousa CPP Roper St Francis Healthcare 843.789.1727 nancy.sousa@ropersaintfrancis.com PLEASE BRING A DONATION FOR

Payroll: “The Greatest Show on Earth”

Thanks for another successful conference!!!

If you attended, we hope you enjoyed the speakers, vendors, hotel & the Thursday

night event with Scott Francis and Gary Mills. There were approximately 199 at-

tendees this year. If you didn’t get to make it this year, start planning now in your

budgets, time off, etc., to attend next year. The theme will be “Super Heroes”

Thanks to all who helped to make this a great event. If you are interested in help-

ing next year, please let JoAn Roland know as soon as possible so you can be in-

cluded in the email correspondence. You do not have to attend any meetings in ad-

vance. We can always use help!

TREASURER’S REPORT WILL BE READ AND APPROVED AT THE

DECEMBER MEETING

Page 7: CHATTERBOX · Open Position Treasurer 1:00 Business Meeting Nancy Sousa CPP Roper St Francis Healthcare 843.789.1727 nancy.sousa@ropersaintfrancis.com PLEASE BRING A DONATION FOR

President’s Speech from the Carolinas Payroll Conference.

Our chapter was founded in 1987 and currently has 86 members. Our mission is to uphold the mission of the American Payroll Asso-

ciation by providing education to achieve and maintain certification, encourage and promote professional and personal growth, and to

recognize and acknowledge the accomplishments of our members.

We meet bimonthly in various locations in South Carolina and typically obtain 4 credit hours each meeting. Our next meeting is De-cember 11th and we will be electing officers, collecting donations for Harvest Hope Food Bank, and having our annual holiday lunch-eon. Information on out chapter can be found at http://www.scchapterapa.org/.

At this time I would like the members of the South Carolina Chapter to please stand. I would also like to recognize the officers, board

members, and special committee members:

President and Board Member: Tracy Fish, CPP

President Elect: Ann Fink

Vice President: Barbara Strong

Treasurer: Nancy Sousa, CPP

Speaker Committee - Sandra Smith

Speaker Committee and Board Member - Susan Bishop, CPP

Member Services - Tracy Rutland, CPP

Education- Kathy Smith, CPP

Webmaster, Newsletter, and Public Relations - Pat Hinson

Conference Co-Chair and Board Member – JoAn Roland

Board Member – Bonnie Jones

Board Member – Tim Peters

Each year we honor a member in recognition of their commitment to the continuation and growth of the chapter. This member will receive an education grant of $500.00 from the chapter to be used for payroll educational purposes such as registration fees to con-ferences, classes, and national membership. All members and prior recipients are eligible by a nomination process from the general membership.

This year recipient has taken on a lead role in several areas of our chapter over the last couple of years by hosting meetings, volun-teering with the conference, and taking on an officer position among many other things.

Mrs Ann Fink, will you please come up and accept your award

PLEASE REVIEW THE NEXT FEW PAGES OF DUTIES FOR SCAPA OFFICERS AND

COMMITTEE COORDINATORS.

THE TERM OF THE CURRENT VOLUNTEERS ENDS THIS YEAR,

STEP FORWARD...BE A LEADER... VOLUNTEER

YOUR CHAPTER NEEDS YOU

Page 8: CHATTERBOX · Open Position Treasurer 1:00 Business Meeting Nancy Sousa CPP Roper St Francis Healthcare 843.789.1727 nancy.sousa@ropersaintfrancis.com PLEASE BRING A DONATION FOR

DUTIES OF CHAPTER OFFICERS

PRESIDENT

Preside over meetings Assist officers in any duties required Act as a resource for ideas to be presented to the chapter for voting. Attend and participate in meetings as a representative of the officers. Coordinate between all officers and committee coordinators to ensure all pieces are planned for a meeting

Newsletter Location Speakers RCH credits

Budget proposal and follow up Post special information on LinkedIn Chapter website

Reminders of upcoming meetings Conference Important dates to remember

Presidents letter for Newsletter every 2 months Provide Member Services Coordinator with letter of welcome for new member packets Coordinate December meeting luncheon

Food, Early Pay Gifts, Donations, Harvest Hope Food Election of Officers and Committee Coordinators

Ensure all Officers positions are filled Familiar with Board procedures and By-Laws Ensure RCH certificates are sent to members via Public Relations Coordinator Coordinate with Education Coordinator and Treasurer on materials needed for classes Coordinate with NPW Coordinator on NPW Merchandise Ensure NPW submissions to APA Coordinate with Conference Coordinator

Goodie bag item Conference fees

Coordinate Payroll Person of the Year Nominations Act as APA Liaison

Continual contact with APA to ensure Chapter Affiliation and Compliance. Receives notices and promotes all activities and events provided or scheduled by APA. Serves on all committees that involve APA activities, events or contest. Assist in all areas as needed to ensure the continued success of the chapter and APA.

PRESIDENT ELECT AND VICE PRESIDENT

Preside over meetings in the absence of the president Familiar with Board procedures and By-Laws Assist the president in any duties required Assume duties of the president if necessary Be available as second signature on the check book

TREASURER

Pay any invoices Record deposits

Advise Membership Coordinator for roster update Review Pay Pal and transfer any payments to bank account Reconcile and prepare Treasurer's Report

Send to Media Coordinator for publication Maintain spreadsheet of payments/deposits

Page 9: CHATTERBOX · Open Position Treasurer 1:00 Business Meeting Nancy Sousa CPP Roper St Francis Healthcare 843.789.1727 nancy.sousa@ropersaintfrancis.com PLEASE BRING A DONATION FOR

SECRETARY Records meeting minutes to include

Host Location Date Members and status in attendance Speakers, their employers and presentations Old and new business discussed Motions of approvals Winners of drawings Any other information as it pertains to the chapter and its activities. Minutes should have enough information to help absent officers and members understand issues that were discussed and deci-

sions that were made. Maintains Chapter records and documents, hard copies and/or electronically

Articles of Incorporations By-Laws Meeting Minutes and Sign in Sheets Copies of Recertification certificates Board meeting minutes Financial Reports Board Procedures Officer/Committee duties Chatterboxes

Voting member of the Board of Directors

DUTIES OF COMMITTEE COORDINATOR

MEMBER SERVICES

Coordinate with President on meeting preparations Provide thank you gifts for speakers and hosts Handle the 50/50 and door prize drawings at meetings.

Provide welcome packets for new members to include a letter from president. Send sympathy and get well cards as appropriate Shop for and keep gifts, prizes and card supplies. Answer emails and inquiries from members and others. Send Recruitment letters to the SC people of National APA. List from national is sent to president. Maintain Membership Roster and distribute to officers and others as needed.

NATIONAL PAYROLL WEEK Get information provided by APA on activities, events, and contests Promote NPW to chapter members, businesses, newspapers and other media Plan and recruit committee to hold chapter event at the August chapter meeting Coordinate with President and Secretary to order NPW pins and gift

EDUCATION Coordinates CPP/FPC Training Class each year Coordinates educational/training activities as necessary Distribute available educational/training activities to members

Page 10: CHATTERBOX · Open Position Treasurer 1:00 Business Meeting Nancy Sousa CPP Roper St Francis Healthcare 843.789.1727 nancy.sousa@ropersaintfrancis.com PLEASE BRING A DONATION FOR

SPEAKERS

Research topics based on the Payroll Source and current and future law changes.

Contact and communicate with speakers for bi monthly meetings.

Time & Location of meeting

Presentation topic

Handouts

Items needed such as projector/computer, etc.

Follow up prior to meeting to confirm attendance, location, and time.

Have back up list of members and topics who can speak in case of delay or cancelation.

Submit speaker information and agenda to National for approval of recertification hours.

Provide speaker information to President, Member Services and Public Relations Coordinators.

Maintain contact list of speakers

Company name

Phone numbers and address

Previous presentation topics

Possible future presentation topics

CAROLINA PAYROLL CONFERENCE

Coordinates with other sponsoring Chapters Hotel Speakers Meals Vendors Gifts Materials

Solicits chapter members to serve on the conference committee Maintains contact with committee members making sure all assignments are being carried out Report Conference updates to chapter

PUBLIC RELATIONS Maintain and Update Website.

Current meeting information Presentation/pictures from previous meeting Upcoming events APA news and links Carolinas Payroll Conference information & links Maintain Chatterbox, PPOY, Membership forms pages Routine checks to verify site operation and traffic

Maintain and issue bi-monthly newsletter (Chatterbox) Meeting information Officer, Board Members and committee coordinators APA news and links Carolinas Payroll Conference information & links Upcoming events Presidents Letter Previous meeting minutes Treasurers report Membership forms Other information as it pertains to the chapter and its activities

Prepare and distribute recertification certificates Prepare and send out meeting Evite

Page 11: CHATTERBOX · Open Position Treasurer 1:00 Business Meeting Nancy Sousa CPP Roper St Francis Healthcare 843.789.1727 nancy.sousa@ropersaintfrancis.com PLEASE BRING A DONATION FOR

Work For a Micromanager? Here’s How to Cope

Frequently peers over your shoulder. Constantly checking on your work. Keeping a too-tight grip on the

intricacies of payroll operations. If this sounds familiar, you may be working for a micromanager — and

you wouldn’t be alone. In a recent Accountemps survey, 59 percent of workers interviewed reported

working for such a supervisor at some point in their career.

A micromanager has a negative effect on workplace morale and output. In the same survey, 68 percent of

employees who had worked for a micromanager said it dampened their spirits, and 55 percent said the poor

management style hampered the group’s workplace productivity. Here are three steps you can take to

maintain your sanity — and to manage your micromanager.

1. Gain your boss’s confidence Showing your supervisor you are dependable, capable and successful when acting autonomously can

go a long way in the fight to earn independence at work. Even small acts — showing up early,

paying extra attention to details and helping coworkers without being asked — can help you gain a

boss’s trust. A micromanager thrives on catching employees in the act of breaking rules, so don’t

give your boss any reasons for suspicion.

2. Keep your boss informed, early and often Good communication is key to keeping a micromanager at bay. In other words, provide preemptive

status updates, weekly summary emails and other check-ins before your boss asks for them. Doing

so will help her feel more at ease with your time management and organizational skills.

3. Earn a positive reputation Making a name for yourself with other coworkers and managers can help your boss begin to trust

you more. Your good standing with other company leaders will help build your reputation as a

responsible and efficient employee, and that reputation may influence the micromanager.

As you gain the micromanager’s confidence, you may notice him or her starting to ease up on the minutiae.

Continue to meet your goals and communicate effectively, and you’ll be well on your way to better

relationship with your micromanager —and possibly even to turning her into a macromanager.

Accountemps, a Robert Half company, is the world’s first and largest specialized staffing firm for

temporary accounting, finance and bookkeeping professionals. The staffing firm has more than 345

locations worldwide. More resources, including online job search services and theAccountemps blog, can

be found at accountemps.com.

Page 12: CHATTERBOX · Open Position Treasurer 1:00 Business Meeting Nancy Sousa CPP Roper St Francis Healthcare 843.789.1727 nancy.sousa@ropersaintfrancis.com PLEASE BRING A DONATION FOR

Get Involved

Members of the American Payroll Association are invited to become leaders in their professional community by volunteering to par-

ticipate in APA committees, boards, task forces, and advisory groups. Make a difference:fill out and submit the APA Volunteer Form.

The Authority in Payroll Education Since 1982

There are many benefits to membership in the American Payroll Association. Explore this page to discover how membership in the APA can benefit you.

Join Now!

Year-End Preparation

Close out this year and get ready for the next with APA's Preparing for Year-End and 2015 program.

Register for classes in October and November or the convenient webinar series. Program sponsor:

Global Cash Card.

Events of this exciting Congress covered in daily issues of Congress Today.

Issue 1 -- May 13

Issue 2 -- May 14

Issue 3 -- May 15

Issue 4 -- May 16

Issue 5 -- May 17

Congress is the Premier Payroll Event of the

Year!

The 33rd Annual Congress brings

you workshops, networking opportunities,

and recertification credits! At Congress you are able to

choose from more than 200 workshops over 4-1/2 days and

earn up to 30 RCHs, 3.0 CEUs, or 36 CPE credits! Congress

offers a wide variety of educational workshops; the world's

largest payroll, accounts payable, and finance Expo with over

100 exhibitors; and countless networking and motivational

opportunities among 2,500 attendees.

Congress 2015 is being held at the MGM Grand in Las Ve-

gas, NV, May 5-9, 2015.

Page 13: CHATTERBOX · Open Position Treasurer 1:00 Business Meeting Nancy Sousa CPP Roper St Francis Healthcare 843.789.1727 nancy.sousa@ropersaintfrancis.com PLEASE BRING A DONATION FOR

CompanyName:___________________________________________________________

Address: _________________________________________________________________

City, State, and Zip: ________________________________________________________

Type of payroll software: ___________________________________________________

Frequency of pay: _________________________________________________________

2015 SCAPA CORPORATE MEMBERSHIP FORM

SC Chapter of APA

PO Box 8152

Columbia, SC 29202­8152 Make Checks Payable to SCAPA

$100.00—Three Members

$20.00 each Additional Members

Renewals: After March 15th $10.00 Late Fee

Page 14: CHATTERBOX · Open Position Treasurer 1:00 Business Meeting Nancy Sousa CPP Roper St Francis Healthcare 843.789.1727 nancy.sousa@ropersaintfrancis.com PLEASE BRING A DONATION FOR

2015 SCAPA ANNUAL MEMBERSHIP FORM

SC Chapter of APA

PO Box 8152

Columbia, SC 29202­8152 Make Checks Payable to SCAPA

Name:____________________________________________________________________

Title: _____________________________________________________________________

CPP: Yes__ No___ FPC : Yes____ No_____ Member of National APA: Yes___ No___ ID # ________

Name: ____________________________________________________________________

Title: _____________________________________________________________________

Company Name: __________________________________________________________

Address: _________________________________________________________________

City, State, and Zip: ________________________________________________________

Telephone: _________________________________ Fax: __________________________

Email: ___________________________________________________________________

Alternate Email: ___________________________________________________________

Type of payroll software: ___________________________________________________

Renewal Member: $50.00 thru March 15th $60.00 March 16th – December 31st

New Member: $50.00

Referred by:


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