In-Person Sessions

Wednesday, June 7

Block A – 10:30 am—11:30 am

A1 - Boldly Ahead (Panel Discussion)

Speaker: Linda Halfyard and Lisa Medeiros, ADP Canada

The world of work is forever changed. Join Lisa Medeiros CHRP, CPM, PMP, and a panel of experts as they discuss how payroll, HR and leadership teams can adapt, but more importantly, move boldly ahead.
This discussion will explore:

  • Economic Confidence: How can you offer security, education, and resources to help employees face economic uncertainty?
  • Inspiring Talent: How to balance workers’ needs and expectations with organizational objectives
  • Advancing Wellbeing: How to equip employees for wellness, change and assurance

Attendees can expect to take away actionable insights to address each area of discussion.

A2 - Canada Revenue Agency (CRA) Update: General Information

Speakers: Representatives from CRA

Join representatives from the Canada Revenue Agency (CRA) for a discussion on the latest issues, trends and changes coming from the CRA.

A3 - BC Employment Standards

Speaker: Karima Balfoul, CPM – National Payroll Institute

This session provides an overview of the minimum standards that apply in most workplaces in British Columbia, pursuant to the BC Employment Standards Act and Regulations.

Topics include:

  • Basic employment standards and rights and responsibilities of employers and employees
  • The difference between an “employee” and an “independent contractor”
  • The definition of “Manager” under the Act
  • Wage rates, paying wages, wage statements and record-keeping
  • Allowable deductions from wages
  • Hours of work and overtime rules
  • Statutory holidays and annual vacation pay
  • Other types of leave from work (including pregnancy and parental leave)
  • Termination of employment
  • Information on the dispute resolution process
A4 - A Growing Trend: Unlimited Vacation

Speaker: Melanie Crepeault, CPM, Payroll Guru Inc.

Mainly observed in the start-up industry, it is more and more frequent to see companies offering unlimited vacation to their employees. But how to make sure employees are not exaggerating? And how to handle the vacation on termination? What about the other Employment Standards requirements: are they still respected or overstepped to provide this trendy benefit?

A5 - ePayroll - Update by the National Payroll Institute (Part 1)

Speaker: Rachel Dobrin-De Grâce, Vice-President, Government Relations and Legislative Compliance, National Payroll Institute; Gaetano Gagliardi, Policy Advisor, National Payroll Institute; Gilles Champagne, ePayroll Consultant.

Join the National Payroll Institute’s Government and Legislative Affairs team, accompanied by our Government Relations firm and ePayroll consultant, for Part 1 of a two-part discussion on the federal government’s ePayroll initiative. Hear about what the Institute has done and will continue to do to promote a positive outcome for employers and payroll professionals alike when an ePayroll solution is rolled out. Come back for Part 2 as we provide a recap of what we heard during the Institute’s guided discussions on ePayroll this spring, and have your voice heard during this closing discussion.

A6 - The Art of Storytelling

Speaker: Lindsay Bernard, Dale Carnegie Training

Successful leaders and public speakers throughout history have understood and harnessed the power of good storytelling. No matter your topic or your audience, telling a story engages your listeners and elevates your public speaking to an art. Dale Carnegie believed that public speaking and storytelling are skills to be learned, not inborn abilities. lmpactful storytelling requires an understanding of your audience, your topic, and your goal. In this workshop, you will learn the very same skills that Dale Carnegie himself used to create generations of successful business people, compelling community leaders, and even politicians.

Participants will learn:

  • The fundamentals for communicating with confidence
  • How to convey enthusiasm in our message while being clear and concise
  • A proven formula for an Engaging Story
A7 - We Overpaid an Employee – What do we do now? (French)

Speaker: Nathalie Syratt, PCP, Bilingual Payroll Compliance Advisor

Do you know what to do when an employee is overpaid and what steps to take?

Join National Payroll Institute Payroll Compliance Advisor, Nathalie Syratt, PCP, as she provides clear step-by-step instructions (including a decision tree) of what you need to know and do once an overpayment has been discovered — and the first steps required before any repayment is recorded in payroll such as:

  • What type of overpayment was made?
  • Is there a time frame within which employers are allowed to ask for reimbursement?
  • Do we need an employee-employer agreement to claw back?
  • What are our options if the employee does not want to pay us back?
  • The employee paid us back…what now?

Block B – 11:45 am—12:45 pm

B1 - Holding the “Leadership Umbrella’ – What You Need to Know Today to Lead Tomorrow

Speaker: Ilana Stern, MaxPeople

Taking on the role of leader is a daunting task at the best of times; in a work world characterized by change, we know the role of a leader has vastly changed and continues to evolve. Join MaxPeople for a preview of the leader your people and your business need you to be today to thrive in tomorrow’s climate.

This session will address the following:

  • Change management champions
  • Building up Culture & Employee Experience
  • Investing in your people
B2 - CRA Round Table Discussions

Speakers: Representatives from Canada Revenue Agency

Join representatives from the Canada Revenue Agency (CRA) for a roundtable discussion to answer your pre-submitted questions on various topics such as stocks, gifts and awards, parking, and much more. Participants will be able to send in their pre-submitted questions via survey prior to May 12, 2023.

Click here to send in your questions

 

B3 - Roundtable Session on Work From Anywhere: Canada to U.S.

Speaker: Jon Stone, Managing Director, KPMG

This interactive session highlights the payroll issues and areas of concern, technical requirements, and practical remediation used by payroll professionals with respect to Canadian citizens and/or employees of a Canadian branch that are performing services remotely in the US as a part of a remote or hybrid work arrangement.

B4 - Happiness@Work

Speaker: Heather Haslam & Shawna Gee, ADP Canada

Are you happy at work? Are your colleagues? Is your manager? Are people in Manitoba happier than those in Ontario?

Join Heather Haslam and Shawna Gee as they reveal new data from the ADP Happiness@Work Index. The Happiness@Work index explores 5 workplace happiness factors on a monthly basis and generates an average score out of ten. Learn how compensation, benefits, work-life balance, recognition, and career development impact how employees feel about work.

Then, go beyond the data and discover actionable insights to:

  • Attract top talent
  • Retain top performers
  • Personalize experiences for employees
B5 - ePayroll - Update by the National Payroll Institute – Guided Discussions (Part 2)

Moderator: Rachel Dobrin-De Grâce, Vice-President, Government Relations and Legislative Compliance, National Payroll Institute and Gilles Champagne 

Join the National Payroll Institute’s Government and Legislative Affairs team, accompanied by our Government Relations firm and ePayroll consultant, for Part 2 of a two-part overview of the federal government’s ePayroll initiative. During this session, we will provide a recap of what we heard during the Institute’s guided discussions on ePayroll this spring. You will also have the opportunity to have your voice heard during this closing discussion.

B6 - Disagree Agreeably

Speaker: Lindsay Bernard, Dale Carnegie Training

Disagreements are not only inevitable but a natural dynamic between people. Left unresolved, they can waste time and energy, and also negatively impact productivity. For many, the normal reaction is to avoid disagreements in order to maintain a peaceful work environment. Yet we can gain so much from those with whom we disagree if we can learn to view these situations as learning opportunities and deal with them in an agreeable and professional way. Research suggests that successfully resolving disagreements can result in greater mutual respect and a more positive relationship.

Participants Will Learn:

  • How to cushion messages for greater acceptance
  • How to use evidence to eliminate doubt and establish trust
  • A proven formula for contributing ideas and disagreeing in an agreeable way
B7 - Remote Work and Employer Payroll Compliance (French)

Speaker: Karima Balfoul, CPM, National Payroll Institute

As a result of remote work, many employers are hesitant when determining the employee’s province of employment.

This presentation highlights the importance of strict compliance with the rules, reiterates what the rules are and shares concrete examples related to the following:

  • Income taxes
  • Employment Standards
  • Workers’ compensations

Block C – 2:45 pm—3:45 pm

C1 - Building Team Culture

Speakers: Dan Gaynor, Gaynor Consulting

While most leaders are victims of culture, the best are builders of culture. During this session we look at just what culture is, how it affects performance, the characteristics of a healthy culture, and most important: how good leaders go about shaping a team culture purposefully.

C2 - Service Canada Updates and Most Common ROE Errors

Speakers: Representatives from Service Canada

The session will provide prospective and registered users of Record of Employment (ROE) on the Web an overview of its functions and best practices for issuing ROEs in an efficient manner. The session will focus on the following:

  • Four steps to register for ROE Web
  • Who should be the Primary Officer and why?
  • How to replace a Primary Officer?
  • How to invite representatives and assign their rights
  • Best Practices for establishing your organization(s)
  • Issuing ROEs using Payroll Extract:
    • The benefits of using Payroll Extract
    • How to submit a Payroll Extract file?
    • How to amend using Payroll Extract?
    • Common Errors and Tips.
C3 - Case Study: Cross-Border Canada to U.S. Business Traveler

Speakers: Jon Stone, Managing Director, KPMG

Join Jon Stone, Managing Director from KPMG as he explores case studies inspired by practical situations that focus on the requirements and nuances that apply to a Canadian employee performing services in the US as a business traveler.

C4 - Lessons Learned in Employment Law and What Employers Need to Know - Part 1

Speaker: Jordan Rodney, Rodney Employment Law

Ensuring that your organization achieves optimal outcomes while mitigating risks is essential to surviving and thriving. In this session, participants will learn about the critical role of HR and Employment Law in their workplace during this challenging and tumultuous time.

Topics will cover Employment Law implications in the new world of work including:

  • Employment agreements and flexible policies
  • Human rights and accommodations
  • Discipline, layoffs and termination considerations in the new world of work
  • Key considerations for hybrid and remote work models
  • Review of legislative and case law developments in Employment Law
C5 - Year-end All Year Long - for Small and Medium Business (aka Limitless Year-end)

Speaker: Erin Wood, CPM

Year-end demands extra time and resources, resulting in late fees and penalties if not done correctly. The best practice is to be proactive and set aside an extra 15 minutes per pay period to ensure that being compliant is not overwhelming. Key considerations include:

  • Review what needs to be done and by when throughout the whole year.
  • Balance and reconcile each month to save time in the new year.
  • Generate reports for each pay period to identify discrepancies and exceptions early.
  • Create a payroll task list and complete for each pay period
  • Build a personalized year-end task checklist
C6 - The Art of Storytelling – Repeat of A6

Speaker: Lindsay Bernard, Dale Carnegie Training

Successful leaders and public speakers throughout history have understood and harnessed the power of good storytelling. No matter your topic or your audience, telling a story engages your listeners and elevates your public speaking to an art. Dale Carnegie believed that public speaking and storytelling are skills to be learned, not inborn abilities. lmpactful storytelling requires an understanding of your audience, your topic, and your goal. In this workshop, you will learn the very same skills that Dale Carnegie himself used to create generations of successful business people, compelling community leaders, and even politicians.

Participants will learn:

  • The fundamentals for communicating with confidence
  • How to convey enthusiasm in our message while being clear and concise
  • A proven formula for an Engaging Story
C7 - CRA Update: General Information – (French)

Speakers: Representatives from CRA

Join representatives from the Canada Revenue Agency (CRA) for a discussion on the latest issues, trends, and changes coming from the CRA.

Block D – 4:00 pm—5:00 pm

D1 - Leading Through Stormy Seas

Speaker: Dan Gaynor, Daynor Consulting

You can only tell the strength of a submarine’s hull when you take it down — it’s the pressure that reveals the cracks. Leaders are not defined by their efforts when things are going well. The most defining moments come when the team faces hardship and needs good leadership most. Make the wrong moves in these critical periods and performance will decline just when everyone needs it most. Get it right and these storms can result in accelerated team growth. But leading people through them takes a different approach. During this session, participants will examine the nine keys to successfully leading a team through a stormy period.

D2 - WorkSafeBC

Presenter: Representatives from WorkSafeBC

Payroll plays a key role in issues associated with Workers’ Compensation. Join representatives from WorkSafeBC as they address the Workers Compensation Act and how it affects the payroll function.

Topics include:

  • What is Workers’ Compensation and is it compulsory?
  • Employer and employee responsibilities and work-related injuries
  • Workers’ Compensation coverage and exceptions to coverage
  • Funding Workers Compensation: regular versus self-insured employers
  • Workers’ Compensation premiums: what earnings are assessable?
  • Workers’ Compensation assessment process
D3 - Employee or Self-Employed

Speaker: Kimberley Fiume, Managing Director, Sability

More and more organization are facing audits for not setting up individuals on payroll and instead, treating them as “self-employed.” Join us as we examine the rules and organizational requirements, share best practice guidance and advice to ensure your organization is following the rules. Understand the government’s rationale and most importantly present the associated risks to your organization’s executives for non-compliance.

D4 - Employment Law Hot Seat – Part 2

Speaker: Jordan Rodney, Rodney Employment Law

During this session, Jordan will address pre-submitted and live questions in an open-mic Q&A format.

Ask us your questions regarding:

  • Employment agreements, company policies and legislative changes
  • Hybrid workplaces and the challenge of attracting top talent
  • Mental health and accommodation
  • Discipline, layoffs, and terminations in the post-COVID environment
  • Key employment law developments
D5 - Payroll Best Practices: Are They Right For You?

Speaker: Gilles Champagne, Mosaic Advisory Group

Are you considering, or being asked to consider, improving your Payroll processes? Are you wondering how you would even start such an undertaking? This session will give you a glimpse into what’s involved in deciding if best practices are right for your organization, what you need to consider before you propose such an undertaking, as well as the path you need to take to be successful at it. Come learn about all the steps involved and start mapping out what’s possible, and realistic, for you today.

D6 - Disagree Agreeably (Repeat of B6)

Speaker: Lindsay Bernard, Dale Carnegie Training

Disagreements are not only inevitable but a natural dynamic between people. Left unresolved, they can waste time and energy, and also negatively impact productivity. For many, the normal reaction is to avoid disagreements in order to maintain a peaceful work environment. Yet we can gain so much from those with whom we disagree if we can learn to view these situations as learning opportunities and deal with them in an agreeable and professional way. Research suggests that successfully resolving disagreements can result in greater mutual respect and a more positive relationship.

Participants Will Learn:

  • How to cushion messages for greater acceptance
  • How to use evidence to eliminate doubt and establish trust
  • A proven formula for contributing ideas and disagreeing in an agreeable way
D7 - User experience: How to succeed with your application

Speaker: Felipe Rivas, Nethris

Involving user experience is integral to the success of an Enterprise Resource Planning (ERP) or Software as a Service (SaaS) solution. As an organization, you can learn about users’ needs and thought processes by observing how they perform tasks, interact with an application, or use other data-driven strategies. During this presentation, we will share the best practices related to user experience, where decisions are tailored by research and insights.

Presentation takeaways

  • Understanding what makes a solution/application challenging to use;
  • Utilizing user research to overcome obstacles
  • Using analytics, focus groups and interviews to better understand the output

Whether the end users are customers or internal resources, the user experience has a real impact on the overall customer experience; and can allow your organization to gain a real competitive advantage.

Friday, June 9

Block E – 10:15 am—11:15 am

E1 - U.S. Payrolls – Wage and Hour Rules

Speaker: Linda Obertin, American Payroll Association

In this session, we will examine the U.S. federal and state wage and hour rules. You’ll understand how the federal and state minimum wage and overtime requirements interact. We will also discuss the federal and state child support and creditor garnishment withholding rules.

E2 - Enable Engagement, Reinforce Culture, and Deliver Business Results through Human-Centric Leadership

Speakers: Trina Huntley & Maddison Kowalczuk, Payworks

Leadership is traditionally defined as: ‘the practice of guiding, influencing, & motivating others’- but what does modern leadership look like? Gone are the days of bureaucratic stuffiness, and welcome to the days of authentic, empathetic, and adaptive leadership. Leading humans begins with acting with purpose, showing genuine care and respect for others, and demonstrating true self-expression.

Come join Trina Huntley & Maddison Kowalczuk of the Payworks Learning & Development Team to explore what it means to be a modern leader, and discover the ingredients necessary to revolutionize your leadership style.

E3 - Payroll Metrics and Key Performance Indicators

Speaker: Tina Beauchamp, CPM, National Payroll Institute

The terms Key Performance Indicators (KPIs) and metrics are often used interchangeably in day-to-day business situations. However, while they work in similar ways, they are not used for the same purposes. It is important to understand that while all KPIs are metrics, not all metrics are KPIs.

Join us for this discussion of the common metrics payroll professionals should track and monitor and how those metrics inform the setting of KPIs.

E4 - How to Modernize your Benefits Plan Post-Pandemic

Speaker: Jeffrey Stinchcombe and Judy Plotkin, People Corporation

When it comes to employee benefits in Canada there is one thing you can be sure of: change is coming. In today’s post-pandemic hiring environment, employers are comprised of multi-generational candidates, and different age groups consume your employee benefits differently. How can a one-size-fits-all employee benefits plan designed in the ’90s meet the unique needs and habits of these different cohorts? What tools are emerging to help make claiming easier, more efficient and less costly for employers? What are the best practices being utilized today that can be used for any employer, regardless of size? And lastly, what trends have emerged out of the fog of COVID that leading employers have adopted?

E5 - How Payroll Leaders are overcoming the challenges of global payroll

Speaker: Lisa Weckman, Ceridian

The start of the decade has profoundly impacted how organizations conduct business. For many global organizations, this has elevated payroll teams into the forefront as strategic partners. That’s because, regardless of where or how they are working, employees still need to be paid, and organizations must comply with increasingly complex regulations worldwide. So, how can the payroll community improve operational efficiency across multiple locations, each with their own rules and regulations, all while keeping labour costs within budget? In the “new normal,” the ability to bring payroll to a high level of automation and strategic importance will be critical to the success of an enterprise. This lively discussion will explore trends in the global payroll market and advances in technology that are helping teams elevate their work beyond transactional outcomes, and instead help them deliver strategic insights to the business.

E6 - We Overpaid an Employee – What do we do now?

Speaker: Nathalie Syratt, PCP, National Payroll Institute

Do you know what to do when an employee is overpaid and what steps to take?

Join National Payroll Institute’s Payroll Compliance Advisor, Nathalie Syratt, PCP, as she provides clear step-by-step instructions (including a decision tree) of what you need to know and do once an overpayment has been discovered — and the first steps required before any repayment is recorded in payroll such as:

  • What type of overpayment was made?
  • Is there a time frame within which employers are allowed to ask for reimbursement?
  • Do we need an employee-employer agreement to claw back?
  • What are our options if the employee does not want to pay us back?
  • The employee paid us back…what now?
E7 - Demystifying Taxable Benefits

Speaker: Kimberley Fiume, Managing Director and Compliance Practice Lead, Sability

As a payroll professional, you have a responsibility to follow government prescribed rules for accurately assessing and reporting taxable benefits. You also need to communicate these rules, and the risks of non-compliance, to various individuals within your organization.

While many taxable benefits are well-documented and explained in government publications, there are still grey areas that require the attention of payroll. This session will cover the basics of taxable benefit decision-making and provide updates to the most common taxable benefits. The presentation will review legislative requirements for taxable benefits, paying particular attention to taxable benefit grey areas that cause uncertainty.

E8 - Conversation with the EI Commissioner (Round Table Discussion)

Join Nancy Healey for a brief overview of her role as EI Commissioner for Employers, and learn about possible changes to the EI program that could impact employers. Nancy would also like to hear from employers and payroll professionals on current pain points and recommendations on any of the following:

  • Record of Employment Administration
  • Request for Payroll Information
  • Labour Market Agreements
  • Work-Sharing
  • Temporary Foreign Workers
  • Premium Reduction Program

Block F – 11:30 am—12:30 pm

F1 - U.S. Payrolls – Taxation Rules

Speaker: Linda Obertin, American Payroll Association

In this session, we will examine the U.S. federal and state taxation rules. You’ll understand when popular fringe benefits are taxable and how to calculate the taxable wages. We will also review the requirements for completing Forms 940, 941, and W-2.

F2 - B.C. Employer Health Tax Overview

Speakers: Representatives from BC Ministry of Finance

Did you know that employers with B.C. remuneration greater than $500,000, and charitable or non-profit employers with B.C. remuneration over $1,500,000 per qualifying location, must file and pay EHT online? During this session, you will learn about Employer Health Tax and what it means for employers who pay employees in B.C. Join speakers from the Revenue Division of the Ministry of Finance, B.C. as they cover the critical steps in the reconciliation process and discuss the province of employment versus where an employee is paid from. Finally, they will review what remuneration qualifies for the calculation of EHT and how to remit to the province of B.C.

This session will review:

  • Province of employment
  • Employment Income
  • Exemptions
  • Rates
  • Payments
  • Annual Filing
  • Summary
F3 - Demystifying the Income Tax Calculation

Speakers: Irene Paul, UKG

The Canadian income tax calculation is comprised of multiple steps, and there are a number of different calculations depending on what is being paid to the employee and when. Payroll professionals often rely on their payroll system to correctly perform these calculations, but what happens behind the scene?

Join us as we break down this calculation step-by-step and gain a better understanding of how these calculations work and what can potentially impact the calculation.

F4 - Invisible Ink: The Psychological Contract and the Employee Experience with Payroll

Speakers: Julie Develin, UKG

Within the words “written” in invisible ink are important agreements between the employer and the employee that shape the relationship, thus affecting employee experience, productivity, satisfaction, and several other important metrics. If you work in payroll, HR—or if you manage people—you’ve entered a contract that is in effect from day one of the employment association. This contract is not written, and it cannot be seen, signed, or notarized.

In this presentation Julie will discuss the concept of the psychological contract at work and explore the (often forgotten and misunderstood) exchange relationship that has a myriad of impacts from both the employee and employer viewpoints. Armed with different insights into the “whys” of employee behavior and reactions, you’ll leave this session with a better awareness of how payroll and HR actions and reactions affect the employee experience, and you’ll become familiar with the effect the psychological contract has on the workplace and the people in it!

F5 - Organizational Readiness for HCM Implementations

Speaker: Elisha Elliott and Karman Gill, Avanti Software

In this presentation, we will explore how organizations can set themselves up for success before starting a Human Capital Management (HCM) systems implementation. Although a widely used term, the idea of change management remains dependent on where you work. This session highlights some of the best practices, important pillars, how to achieve organizational buy-in, and why it’s so important to start the implementation process before implementation actually starts.

The presentation will include:

  • What is Organizational Readiness?
  • Key Pillars of Organizational Readiness
  • Best Practices
  • Key Team Members
  • Organizational Readiness Interactive Quiz
  • More Resources
F6 - Engaging Payroll Teams of the Future

Speaker: David Hudson, Workday

How do we leverage technology to become the “Employer of Choice” for payroll and finance when our systems are older than our workforce? Next generation workers expect the right tools using modern technology to do the job. Learn how embracing technology provides a way to develop skills, provide opportunities for growth, to engage and attract the next generation of payroll talent to meet the payroll demands of the future.

F7 - Leading Inclusive Cultures

Speaker: Shalyma Cambridge, HRX

Organizational cultures that lack an inclusive focus run the risk of driving talent away, normalizing discrimination and stifling innovation. To remain competitive and thrive in today’s world, an inclusive culture is essential. This ensures offices (even virtual ones) are places where employees feel safe to bring their best, authentic selves to work; where they know they belong; and where they know they can grow. Building and sustaining a culture of belonging celebrates diversity and turns it into a strategic business advantage driven by engaged and loyal employees who are committed to contributing their best. This cannot, however, be achieved passively — it requires intentional commitment from leadership. In this talk, Shalyma Cambridge of HRX will explore key considerations for evaluating and leading practical ways to build inclusive culture from an organizational perspective.

F8 - Compliance and Payroll Round Table Discussions

20 mins per topic:

1) Infoline Q & A
2) Gifts & Awards
3) Implementation

Participants will be able to send in their pre-submitted questions via survey prior to May 15, 2023.
Click here to send in your questions

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