AUGUST SOAR -...

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Virtual User ConferenceAugust 31 - September 3, 2015

SmartCon: Soar

C I T Y P A R K

SOARUnleash the Superhero in You

MARVELOUSCOMIC GROUP

31AUGUST

Edition

2015 Collector’s Edition

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Unleash the power behind ADP® solutions by attending . . .

ADP SmartCon:

2015 ADP SmartCompliance® User Conference

August 31 – September 3, 2015

Hosted on our virtual campus, you’ll discover ways to help turbo boost your work for increased efficiency. This can’t-miss event is designed to help you accelerate the curve from learning to application. Become your office superhero!

Our technical sessions cover everything from helping you with managing your ADP extract, filing and funding your taxes, processing employee wage payments and garnishments, maximizing your Work Opportunity Tax Credits program, and so much more.

Best of all, as an ADP client, you can attend SmartCon: Soar absolutely free of charge. In early August, you will receive a communication that includes your link to register. Join us!

Invite your colleagues, tell your employees, and . . .

Unleash the Superhero in You!

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Why attend?There are so many compelling reasons to attend Soar. Here are a few that describe why we think this incredible learning opportunity can be an essential part of your success.

Critical information.

Conference sessions are authored by tenured ADP associates who are experts in their field.

Education credits.

All scheduled live conference sessions have been approved by the American Payroll Association (APA) for Recertification Credit Hours (RCH). Due to APA requirements, once live sessions conclude and recordings are made available for on-demand viewing, these recordings are not eligible.

Tools & technology.

Effective, efficient, and easy to use—discover and apply ADP’s solutions and recent enhancements to processes and tools.

Accomplishment Gift

As a bonus, successfully complete at least two hours of training and receive a super gift to celebrate your learning accomplishment!

Executive Welcome.

Join President of Added Value Services, Doug Politi, as he describes all the conference has in store and plans ADP has for future tools to empower you.

Start your experience here!

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Soar from virtually anywhere.Access our virtual venue to get the information and support you need— 24 hours a day—attend at your convenience!

Main Hall

Our venue is easy to navigate and highly interactive. When you first log in to the conference, you enter the Main Hall where you will be greeted by our virtual host, Richard Petrosino, Director of Training. From there, you can access everything available for your learning experience.

SOAR Sessions

SOAR Sessions are where you will access training.

Here’s how:

1. Select a track to see a listing of applicable sessions.

2. Enter the meeting room where you can:

– Download session content

– See and hear the presentation

– Ask questions of our subject matter experts

3. When you’re finished, complete the survey to access the certificate. Your certificate includes your APA recertification credit!

It’s Alive!

All sessions are presented live at scheduled times during the conference—at least twice (see the agenda on Pages (6 - 9). Then, shortly after the final live offering, recorded sessions* will be rebroadcast for on-demand viewing.

*Please note that recorded sessions are not eligible for recertification

hours from the American Payroll Association (APA).

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Super Content

Super Bytes

Visit Super Bytes for instant access to short videos, training clips, and a variety of resources and information to help power your performance.

The Lifeline Lounge

The Lifeline Lounge is where you can send out your “bat signal” for answers to anything conference related. We’re here to help!

The Resource Collection

Visit the Resource Collection to download conference materials. We recommend that you print presentations and handouts for note taking prior to attending our technical sessions.

The Bridge

Sign up for The Bridge Sponsored by ADPSM at

https://thebridge.adp.com/welcome

and connect with other ADP clients. Here you’ll find additional information about the event as well as focus groups where you can ask questions and network with peers from other companies.

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AgendaA power house line-up awaits you in the sessions and resources we have planned. Personalize and design a schedule for the sessions you want to attend. Get creative and consider scheduling a conference room to bring your team together for a shared experience. Having a group discussion after the session can help reinforce learning.

Monday, August 31Monday, August 31

Pacific Mountain Central Eastern Session Title Track

10:00 a.m. 11:00 a.m. 12:00 p.m. 1:00 p.m. Extract Your Data Employment Tax

10:00 a.m. 11:00 a.m. 12:00 p.m. 1:00 p.m.ALINE Payby ADP®

Payments &Compliance

11:30 a.m. 12:30 p.m. 1:30 p.m. 2:30 p.m. Periodic Processing Employment Tax

11:30 a.m. 12:30 p.m. 1:30 p.m. 2:30 p.m.Local Taxes inPennsylvania Employment Tax

1:00 p.m. 2:00 p.m. 3:00 p.m. 4:00 p.m. Quarter Processing Employment Tax

1:00 p.m. 2:00 p.m. 3:00 p.m. 4:00 p.m.Local Taxes in

Kentucky & Ohio Employment Tax

Monday, September 8Tuesday, September 1


8:30 a.m. 9:30 a.m. 10:30 a.m. 11:30 a.m. Annual Processing Employment Tax

8:30 a.m. 9:30 a.m. 10:30 a.m. 11:30 a.m.Work Opportunity Tax

Credit ProgramWork Opportunity

Tax Credits

10:00 a.m. 11:00 a.m. 12:00 p.m. 1:00 p.m.Employee W-2s/W-2c’s &

Recipient 1099 Processing Employment Tax

10:00 a.m. 11:00 a.m. 12:00 p.m. 1:00 p.m. Wage Garnishments Payments &Compliance

11:30 a.m. 12:30 p.m. 1:30 p.m. 2:30 p.m. Amendments Employment Tax

11:30 a.m. 12:30 p.m. 1:30 p.m. 2:30 p.m. Mergers & Acquisitionspresented by Emptech©

Employment Tax

1:00 p.m. 2:00 p.m. 3:00 p.m. 4:00 p.m. Extract Your Data Employment Tax

1:00 p.m. 2:00 p.m. 3:00 p.m. 4:00 p.m.Employee Pay Statements

& W-2 OptionsPayments &Compliance

Monday, September 8

C I T Y P A R K

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Tuesday, September 1

Monday, August 31


10:00 a.m. 11:00 a.m. 12:00 p.m. 1:00 p.m. Extract Your Data Employment Tax



11:30 a.m. 12:30 p.m. 1:30 p.m. 2:30 p.m. Periodic Processing Employment Tax


1:00 p.m. 2:00 p.m. 3:00 p.m. 4:00 p.m. Quarter Processing Employment Tax

1:00 p.m. 2:00 p.m. 3:00 p.m. 4:00 p.m.Local Taxes in


Monday, September 8Tuesday, September 1


8:30 a.m. 9:30 a.m. 10:30 a.m. 11:30 a.m. Annual Processing Employment Tax

8:30 a.m. 9:30 a.m. 10:30 a.m. 11:30 a.m.Work Opportunity Tax

Credit ProgramWork Opportunity

Tax Credits

10:00 a.m. 11:00 a.m. 12:00 p.m. 1:00 p.m.Employee W-2s/W-2c’s &


10:00 a.m. 11:00 a.m. 12:00 p.m. 1:00 p.m. Wage Garnishments Payments &Compliance

11:30 a.m. 12:30 p.m. 1:30 p.m. 2:30 p.m. Amendments Employment Tax

11:30 a.m. 12:30 p.m. 1:30 p.m. 2:30 p.m. Mergers & Acquisitionspresented by Emptech©

Employment Tax

1:00 p.m. 2:00 p.m. 3:00 p.m. 4:00 p.m. Extract Your Data Employment Tax



Monday, September 8

C I T Y P A R K

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Wednesday, September 2Wednesday, September 2


8:30 a.m. 9:30 a.m. 10:30 a.m. 11:30 a.m. Periodic Processing Employment Tax

8:30 a.m. 9:30 a.m. 10:30 a.m. 11:30 a.m.Mergers & Acquisitions

presented by Emptech©Employment Tax

10:00 a.m. 11:00 a.m. 12:00 p.m. 1:00 p.m. Quarter Processing Employment Tax



11:30 a.m. 12:30 p.m. 1:30 p.m. 2:30 p.m. Annual Processing Employment Tax


1:00 p.m. 2:00 p.m. 3:00 p.m. 4:00 p.m.Employee W-2s/W-2c’s &


1:00 p.m. 2:00 p.m. 3:00 p.m. 4:00 p.m. Wage Garnishments Payments &Compliance

Monday, September 8Thursday, September 3


8:30 a.m. 9:30 a.m. 10:30 a.m. 11:30 a.m. Quarter Processing Employment Tax

8:30 a.m. 9:30 a.m. 10:30 a.m. 11:30 a.m.Local Taxes in


10:00 a.m. 11:00 a.m. 12:00 p.m. 1:00 p.m. Annual Processing Employment Tax

10:00 a.m. 11:00 a.m. 12:00 p.m. 1:00 p.m. Work Opportunity TaxCredit Program

Work OpportunityTax Credits

11:30 a.m. 12:30 p.m. 1:30 p.m. 2:30 p.m.Employee W-2s/W-2c’s &


1:00 p.m. 2:00 p.m. 3:00 p.m. 4:00 p.m. Amendments Employment Tax



C I T Y P A R K

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Thursday, September 3

Wednesday, September 2


8:30 a.m. 9:30 a.m. 10:30 a.m. 11:30 a.m. Periodic Processing Employment Tax

8:30 a.m. 9:30 a.m. 10:30 a.m. 11:30 a.m.Mergers & Acquisitions

presented by Emptech©Employment Tax

10:00 a.m. 11:00 a.m. 12:00 p.m. 1:00 p.m. Quarter Processing Employment Tax



11:30 a.m. 12:30 p.m. 1:30 p.m. 2:30 p.m. Annual Processing Employment Tax


1:00 p.m. 2:00 p.m. 3:00 p.m. 4:00 p.m.Employee W-2s/W-2c’s &


1:00 p.m. 2:00 p.m. 3:00 p.m. 4:00 p.m. Wage Garnishments Payments &Compliance

Monday, September 8Thursday, September 3


8:30 a.m. 9:30 a.m. 10:30 a.m. 11:30 a.m. Quarter Processing Employment Tax

8:30 a.m. 9:30 a.m. 10:30 a.m. 11:30 a.m.Local Taxes in


10:00 a.m. 11:00 a.m. 12:00 p.m. 1:00 p.m. Annual Processing Employment Tax

10:00 a.m. 11:00 a.m. 12:00 p.m. 1:00 p.m. Work Opportunity TaxCredit Program

Work OpportunityTax Credits

11:30 a.m. 12:30 p.m. 1:30 p.m. 2:30 p.m.Employee W-2s/W-2c’s &


1:00 p.m. 2:00 p.m. 3:00 p.m. 4:00 p.m. Amendments Employment Tax



C I T Y P A R K

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Amendments

Faster Than a Speeding Bullet: Efficient Amendment

Processing

In a perfect world, amendments to tax filings wouldn’t exist; however, we

all know that the need to amend filings can and does happen. Information

can change or errors may have occurred. Take control by learning how

you can prevent amendments altogether, or use the most efficient and

effective ways to manage the process when they do occur. Discover new

tools and notifications to help keep you informed of the progress of your

amendment request—from initiation through approval to the final step

of filing corrected data with the agency. We’ll share real-life scenarios to

demonstrate how you can help zap the most frequent error conditions

and minimize the time associated with completing your amendment

request. We’ll show you how to save the day when it comes to amending!

YOU MAY ALSO WANT TO ATTEND:

� Annual Processing – Closing the Year With Laser Accuracy

� Periodic Processing – Power Up Your Periodic Data

� Quarter Processing – Take Charge: Close Your Quarter With Precision

Session Descriptions

Powerful Content.

To help you make the most of all the tools and enhancements we’ve made during the past year, we’ve organized the conference into three tracks that mirror your workflow. Tracks are designed to help you organize your learning experience. You choose which tracks and sessions best meet your needs.

Track 1: Employment Tax – Simplifying the ProcessesTrack 2: Payments & Compliance – Leveraging ADP’s Smart SolutionsTrack 3: Work Opportunity Tax Credits – Maximizing the Opportunities

Employment Tax – Simplifying the Processes

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Annual ProcessingClosing the Year With Laser AccuracyConsider this session the starting point for year-end planning and a

must-attend for all Employment Tax clients. We build on what you’ve

already learned in our periodic and quarter sessions. As you discovered,

by managing your quarters effectively, year-end success is just around

the corner! We’ll talk about the year-end process that begins with

implementing and testing your payroll system and ADP extract updates.

We’ll also share scenarios that inspire you to understand the value of

early testing. We’ll include tools to help you validate and reconcile year-

end data (including employer W-2 and 1099 forms), prevent errors, and

resolve out-of-balance conditions. Get ready to transform your year-end

experience and close your year like a superhero!YOU MAY ALSO WANT TO ATTEND: � Periodic Processing – Power Up Your Periodic Data � Quarter Processing – Take Charge: Close Your Quarter With Precision

� Employee W-2s/W-2c’s & Recipient 1099 Processing

Employee W-2/W-2c & Recipient 1099 ProcessingUp, Up, and Away Using the POW!er of ADP Tools

Start here to discover how ADP SmartCompliance® can help enhance your year-end process for W-2s and W-2c’s. Leverage the power of ADP’s W2 Management module to help you create and distribute accurate and timely employee W-2s and Recipient 1099s. In addition, discover the tools ADP offers to help you correct employee W-2 information after the January 31, 2016, deadline. What’s more, you’ll discover how the process connects your corrections with ADP’s amendment process to update your employer filings with the tax agencies. Engage ADP’s proven strategies to help you achieve excellent outcomes in this, your final step of the year-end process!

YOU MAY ALSO WANT TO ATTEND: � Annual Processing – Closing the Year With Laser Accuracy � Employee Pay Statements & W-2 Options

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Extract Your Data

Mission Possible: Transmitting Accurate Data to ADP®

Learn how transmitting data correctly can help you achieve successful

end-to-end reconciliation and accurate tax filing—regardless of which

payroll (or Human Capital Management) solution your company may be

using. Our subject matter experts will discuss the tools, best practices,

and tips to help you do just that! In this session, we’ll show you how to

proactively validate the status, accuracy, and quality of your extract file

before you transmit. What’s more, we’ll help you to be

aware of potential 2015 and 2016 employment-

related tax compliance changes as well as

provide you with checkpoints along the way,

including discovering mapping errors before

they occur. Finally, we’ll cover the reporting

and notifications that ADP provides to help

with your successful mission!

Local Taxes in Kentucky & OhioSuperheroes Transform Complexity Into Simplicity

With all the cities, counties, school districts, and courtesy taxes, processing locals in Kentucky and Ohio can be complex. In this session, we’ll provide you with knowledge and tools that help turn complexity into simplicity. We’ll review how these taxes are calculated, how ADP’s balance-to-wage process works, and how to use ADP’s tools to help you determine the correct taxation and ADP local tax code using actual client scenarios. Additionally, we will cover ways to help you determine the correct tax jurisdiction code and collector for both city and school districts, and we’ll guide you through the Kentucky occupational license fees. Join us to zap complexity where it lives and file Kentucky and Ohio locals with confidence!

YOU MAY ALSO WANT TO ATTEND: � Local Taxes in Pennsylvania – Super Heroes Transform Complexity Into Simplicity

Connecting with other

superheroes is my secret source of

strength.

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Local Taxes in PennsylvaniaSuperheroes Transform Complexity Into Simplicity

When it comes to local payroll taxes, Pennsylvania’s are some of the most complicated around. This session will provide you with foundational knowledge and tools that help simplify local tax filing. We’ll provide an overview of the Pennsylvania Earned Income Tax and the Local Services Tax, as well as show you how employers withhold and report Political Subdivision (PSD) codes. Additionally, we will cover ways to help you determine the correct tax jurisdiction code and collector. We will also share some client scenarios. Join us to zap complexity where it lives and file Pennsylvania locals with confidence!

YOU MAY ALSO WANT TO ATTEND: � Local Taxes in Kentucky & Ohio – Super Heroes Transform Complexity Into

Simplicity

Mergers & AcquisitionsPlanning for Compliance & Tax SavingsFor companies undergoing complex changes to their tax structure, such

as those that occur during mergers and acquisitions, ADP can help.

The ADP SmartCompliance® Employment Tax Module features optional

Consulting Services, provided by Emptech, that help a company establish

the correct tax structures as a result of mergers and acquisitions. This

session, hosted by Emptech, will provide an overview of the employer’s

compliance reporting responsibilities as well as rights to beneficial

tax treatment associated with a merger, acquisition, consolidation or

other “change of legal entity” event. Emptech will review key current

federal/state legislation, including SUTA Dumping Prevention and

Questionable Employment Tax Practices. The session will include

basics of employment tax reporting such as change of control, successor determination, treatment of taxable wages, and transfer of UI

experience. This informative session is designed to help you prepare for

complex tax changes with confidence in your expertise.

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Periodic ProcessingPower Up Your Periodic Data

Start here for year-round tax filing success as we describe our periodic process using new tools and workflows designed to help you enable your super powers. We’ll explain the importance of a strong foundation that relies on the power of an accurate profile and timely data mapping. Discover how you can identify and easily correct potential errors to help control the risk of costly penalties and interest associated with inaccurate data. We’ll walk you through periodic processing for timely deposits and filings, including reconciling and balancing to your payroll data. See how this “smart” start to a solid periodic foundation will help you create a successful quarter- and year-end. Whether you’re attending your first conference or you have years of experience, this session will teach you skills to help you soar to new heights.

YOU MAY ALSO WANT TO ATTEND: � Extract your Data – Mission Possible: Transmitting Accurate Data to ADP � Quarter Processing – Take Charge: Close Your Quarter With Precision � Annual Processing – Closing the Year With Laser Accuracy

Quarter Processing

Take Charge: Close Your Quarter With Precision

A successful quarter close is all in the planning. Join us as we describe

best practices that will help you prepare, process, and balance with

confidence. We’ll also share how you can leverage the tools we provide

to help you stay informed before, during, and after quarter. We’ll draw

from a variety of real-life situations that will help you learn how to

balance and correct any discrepancies you uncover in the process.

When you combine what you learn in this session with the foundational

best practices from Periodic Processing, you’ll find yourself ready to

celebrate year-end early in superhero style.


� Periodic Processing – Power Up Your Periodic Data

� Annual Processing – Closing the Year With Laser

Accuracy � Amendments – ‘Faster Than a Speeding Bullet’:

Efficient Amendment Processing

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ALINE PayA Super Solution for Electronic Pay

Join us to discover the power behind the ALINE Pay by ADP® solution. Designed to assist with compliance in all 50 states, ALINE Pay is convenient to implement, easy to drive employee adoption, and helps save valuable time and money for you and your employees. We’ll begin by describing features and benefits and then move on to showing you how to manage the program for results using tools, reports, and proven best practices. Whether you’re looking for help with the Prepaid Administration Tool for you or our mobile app for your employees, we’ll help equip you for this super solution for electronic pay—ALINE Pay!

YOU MAY ALSO WANT TO ATTEND: � Employee Pay Statements & W-2 Options

Payments & Compliance – Leveraging ADP’s Smart Solutions

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Employee Pay Statements & W-2 Options

Here You Come to Save the Day: Turbo Boosting

Employee Access!

Help increase your employees’ satisfaction by giving them the ability to

electronically view, print, and save their pay statements and W-2s. Help

save your company valuable time and money by reducing the need to

print, deliver, and manage copy requests. Sound too good to be true?

It’s not! Join our session to discover the potential benefits of having

your employees use ADP’s myALINE or iPay site to retrieve personal

pay data and W-2s. We’ll take a walk through the simplified employee

registration and self-service features to turbo boost access to this

solution.


� ALINE Pay

� Employee W-2s/W-2c’s & Recipient 1099 Processing

Wage GarnishmentsConquering Compliance

Are you soaring over the landscape of wage garnishments wondering what on earth you need to know to be compliant? Join us as we help you learn about many of the reasons, types, effects, and options you have as an employer in regard to employee wage garnishments. Let us help you gain a better understanding of your and your employees’ responsibilities for compliance success, including upcoming regulatory and compliance updates. We can help you understand how and why your employees count on you to administer wage garnishments appropriately.

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Work Opportunity Tax Credit (WOTC) ProgramIdentify, Improve, Streamline, & Track Your Tax Credits

Your success with the Work Opportunity Tax Credit (WOTC) program relies in large part on collaboration between ADP® and your tax specialists, human resource experts, and management teams. Join us as we describe best practices that will help you identify, process, and maximize the capture of WOTC credits for which you are eligible. We’ll draw from a variety of real-life situations that will help you learn how to stay up-to-date and correct any discrepancies you uncover in the process. After participating in this session, you will be a WOTC superhero.

Work Opportunity Tax Credits – Maximizing the Opportunities

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When to Register

Early August

Registration. An email with a link to register will be sent to you in early August. Each attendee must register for the conference separately. Virtual classrooms are spacious, so you don’t need to register for individual sessions. Your name, company, and basic service information will be required to register.

After Registering

Confirmation. Shortly after you register, an email confirmation will provide you with all the information you need to prepare for the event.

P Link with log in details, user name, and password

P Link to self-test your system compatibility

P Outlook calendar reminder option

Prior to Event

Reminders. Email messages will be sent periodically to keep you informed and excited about the upcoming event. We recommend that you:

P Reserve the week on your calendar

P Invite colleagues to attend sessions

P Book conference rooms for multiple attendees

Questions?

For more information about SmartCon: Soar, please contact your ADP Account Manager or email us at [email protected].

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My Learning PlanCreate your personal agenda for Smartcon: Soar using this handy form. Prepare for an optimal learning experience by printing the presentations and handouts when the conference opens on Monday morning, August 31.

The information contained herein constitutes proprietary and confidential information of ADP. This document is for internal ADP use only and must not be copied, transmitted, or distributed in any form or by any means, electronic, mechanical, or other, including photocopy, recording, or any information storage and retrieval system, without the express written permission of ADP. This document may contain inaccuracies or errors and ADP provides no guarantee regarding the accuracy of its contents. The information provided in this document is by nature subject to revision and may not be the most current information available.

ADP, the ADP logo, ADP SmartCompliance, and ALINE Pay by ADP are registered trademarks of ADP, LLC. The Bridge Sponsored by ADP is a service mark of ADP, LLC. All other marks are the property of their respective owners.

Copyright © 2015 ADP, LLC. All rights reserved.

Monday, August 31

Time Session Name Presentation Printed

Handouts Printed

Morning Executive Welcome Video N/A N/A

Tuesday, September 1


Handouts Printed

Wednesday, September 2


Handouts Printed

Thursday, September 3


Handouts Printed

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Virtual User ConferenceAugust 31 - September 3, 2015

SmartCon: Soar

C I T Y P A R K

SOARUnleash the Superhero in You

MARVELOUSCOMIC GROUP

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