Payroll & Benefits - 2020-2021

  • Registration Closed

Date: 9/22/2020

Location: Online

Cost: Member - $120 / Non-Member - $240

Attend this seminar to stay up-to-date on payroll and benefits topics including Cares Act/FFCRA, FMLA as it relates to FFCRA, reductions in unemployment, 403b & 457 administration & compliance, and software updates.

In past years this seminar was offered regionally. This year it will only be offered virtually as an interactive live stream option that can be attended from any part of the state. A recorded version of the seminar will be available for a limited time afterward.

AGENDA

8:00 a.m.
Welcome and Introductions

8:15 a.m.
COVID 19 - Cares Act/FFCRA - Panel Discussion - CPIM Approved

Beverly Meyer, Bricker & Eckler LLP
Mike Hanna, Squire, Patton, Boggs (US) LLP

 
9:15 a.m.
Break

9:25 a.m.
FMLA (as it relates to FFCRA) - Panel Discussion - CPIM Approved

Beverly Meyer, Bricker & Eckler LLP
Mike Hanna, Squire, Patton, Boggs (US) LLP

10:25 a.m. 
Break

10:35 a.m.
Reductions in Force/Unemployment (as it relates to Cares Act) - Panel Discussion 

Beverly Meyer, Bricker & Eckler LLP
Mike Hanna, Squire, Patton, Boggs (US) LLP

11:35 a.m. 
Lunch

12:15 p.m.
Roundtable Discussion

Facilitator: Jim Rowan, OASBO, Executive Director

1:15 p.m. 
Break

1:25 p.m.
403B/457 Retirement Plan Audits

Kevin Hensley, TSA Consulting

2:00 p.m.
403B/457 Breakout Rooms (Plan with Ease/Plan Connect/TSA)

Terry Harrell, Voya 
Brian Lake, Equitable
Kevin Hensley, TSA Consulting

2:20 p.m. 
Break

2:30 p.m.
Software Updates Breakout Rooms (State Software Redesign/eFinance Plus)

Michelle Drewes, SSDT
Deb Meyer, WOCO

3:30 p.m.
Conclusion and Q&A



Beverly Meyer

Partner, Bricker & Eckler, LLP

Beverly A. Meyer is an employment and labor relations lawyer who counsels employers in both the public and private sectors. She is also an education attorney who represents K-12 school districts, colleges and universities. Beverly’s practice encompasses all areas of labor and employment law, including collective bargaining, employee discipline, harassment investigations, wage and hour claims, and leave and benefits issues. Beverly regularly litigates in federal and state courts and appears before administrative agencies, civil service commissions and labor boards. She has also served as an impartial hearing officer in special education due process hearings and has issued decisions on procedural and substantive matters. She is a frequent lecturer on matters affecting her areas of practice and has developed and presented employment-related trainings and programs for clients and professional groups on local, state and national levels.

Mike Hanna

Michael Hanna has a broad-based labor and employment practice. Mike has negotiated numerous collective bargaining agreements and coordinated strike preparation and litigation. He has arbitrated a wide range of issues including plant closings, severance pay, discipline, overtime, time study and general contract interpretation issues. Mike has counseled clients on remaining union-free and has assisted in a number of successful union election campaigns. His practice includes representation before the National Labor Relations Board on unfair labor practice matters. He has been listed in The Best Lawyers in America since 1995 and multiple times in Ohio Super Lawyers.

Jim Rowan

Executive Director

OASBO

Jim Rowan is the Executive Director of the Ohio Association of School Business Officials. He has spent the past five years as OASBO’s Executive Director providing support and services to school business officials throughout Ohio. A long-time OASBO member, Jim served as the association's President during the 2002-03 membership year, and as ASBO International President in 2007.

Kevin Hensley

COO/Sr VP, TSA Consulting Group, Inc.

Mr. Hensley is Senior Vice President-Chief Operations Officer of TSA Consulting Group, Inc. (TSACG).  He joined TSACG on July 1, 2011, in conjunction with their acquisition of Great American Plan Administrators, Inc. (GA Plan).  Kevin joined Great American in 1996, and after holding various positions in its Annuity Services area, was one of two individuals tasked in 2005 to launch and operate a Third Party Administrator.  He was instrumental in creating and managing the day-to-day operations of GA Plan and left Great American as Vice President-Sales & Marketing.  Kevin has more than 30 years of financial services experience, and in his current capacity, holds a key leadership role for a firm serving more than 3,000 clients in 46 states.  He holds a Bachelor of Science Degree in Economics from Northern Kentucky University.

Terry Harrell

Regional Vice President, Voya Financial Advisors

Terry Harrell has over 30 years of experience in the financial services industry, specializing in 403(b) and 457 plans. As Voya’s Ohio Valley Regional Vice President for Tax-Exempt Markets, he is responsible for new business and on-going service for public schools throughout central and southern Ohio. Terry is a graduate of Bowling Green State University and resides in Dublin, Ohio.

Brian Lake

Regional Vice President, Equitable

Background

  • 20+ years in the financial services industry
  • FINRA Series 6 and 63
  • BS in Business Administration, Millersville University
  • Knowledge and Experience
  • New business development in higher education, healthcare, K-12 and not-for-profit/501(c)(3) markets
  • Employer retirement benefit strategies, 403(b), 457(b) and 401(a) plans
  • Annuities

Lori Miller

Support Specialist, SSDT

Lori Miller, Support Specialist and Technical Writer for the State Software Development Team (SSDT), began her career with the Northwest Ohio Computer Association (NWOCA) in 2003. Lori started out in the Student Services Department as an EMIS/Student Services Coordinator.  For the last 13 years, she has been working in the Fiscal Support Department assisting both NWOCA districts and ITCs with State Software support, specializing in USPS state software.

Deb Meyer

Fiscal Officer, Fiscal Support, WOCO

Deb Meyer has over 29 years of experience in school finance with 25 of those years as a school treasurer.  In 2016, Deb joined the ITC WOCO to begin the conversion process of member districts to eFinancePlus (eFP) Software.  This was the first wave of conversions.  WOCO currently services 17 districts on eFP software and are beginning their final conversion of the last 2 districts, with Deb being the lead on all conversions.  WOCO is also in the process of converting other districts to Redesign, so Deb is familiar with that process as well.

Key:

Complete
Failed
Available
Locked
Payroll and Benefits 2020-2021 - Zoom Link (for 8:00 am - 2:00 pm)
09/22/2020 at 8:00 AM (EDT)  |  360 minutes
09/22/2020 at 8:00 AM (EDT)  |  360 minutes Meeting ID: 835 4240 0909 Passcode: 489882
Payroll - COVID 19 - Cares Act-FFCRA Panel Discussion Recordings
COVID 19 - Cares Act-FFCRA - Pt 1
Recorded 09/22/2020
Recorded 09/22/2020
COVID 19 - Cares Act-FFCRA - Pt 2
Recorded 09/22/2020
Recorded 09/22/2020
COVID 19 - Cares Act-FFCRA - Pt 3
Recorded 09/22/2020
Recorded 09/22/2020
COVID 19 - FLMA, ESSR, RIFs Panel Discussion Recordings
COVID 19 - FLMA Panel Discussion Recording - Pt 1
Recorded 09/22/2020
Recorded 09/22/2020
COVID 19 - FLMA Panel Discussion Recording - Pt 2
Recorded 09/22/2020
Recorded 09/22/2020
COVID 19 - FLMA Panel Discussion Recording - Pt 3
Recorded 09/22/2020
Recorded 09/22/2020
COVID 19 - ESSR and RIFs Recording - PT 1
Recorded 09/22/2020
Recorded 09/22/2020
COVID 19 - ESSR and RIFs Recording - PT 2
Recorded 09/22/2020
Recorded 09/22/2020
Communications and Customer Service Recording
Communications and Customer Service Recording
Recorded 09/22/2020
Recorded 09/22/2020
403b/457 Plan Audits Presentation Recordings
403b/457 Plan Audits - Pt 1
Recorded 09/22/2020
Recorded 09/22/2020
403b/457 Plan Audits - Pt 2
Recorded 09/22/2020
Recorded 09/22/2020
403B/457 Breakout Rooms
Plan with Ease (VOYA) Breakout Room
09/22/2020 at 2:00 PM (EDT)  |  30 minutes
09/22/2020 at 2:00 PM (EDT)  |  30 minutes Meeting ID: 831 3795 5391 Passcode: 923470
Plan Connect (Equitable) Breakout Room
09/22/2020 at 2:00 PM (EDT)  |  30 minutes
09/22/2020 at 2:00 PM (EDT)  |  30 minutes Meeting ID: 841 8518 6541 Passcode: 961951
TSA Consulting Breakout Room
09/22/2020 at 2:00 PM (EDT)  |  Recorded On: 09/22/2020
09/22/2020 at 2:00 PM (EDT)  |  Recorded On: 09/22/2020 Meeting ID: 820 3489 2382 Passcode: 389036
Software Breakout Sessions
State Software Breakout Room - Recording Pt 1
09/22/2020 at 2:30 PM (EDT)  |  Recorded On: 09/22/2020
09/22/2020 at 2:30 PM (EDT)  |  Recorded On: 09/22/2020 Meeting ID: 823 7825 3584 Passcode: 734715
State Software Breakout Room - Recording Pt 2
Recorded 09/22/2020
Recorded 09/22/2020
eFinance Plus Breakout Room
09/22/2020 at 2:30 PM (EDT)  |  60 minutes
09/22/2020 at 2:30 PM (EDT)  |  60 minutes Meeting ID: 862 8274 9635 Passcode: 260204
Survey, Contact Hours and CPIM Codes
Survey Link
Click the Access Survey yellow button to the right. Completion of the survey is required in order to receive contact hours for this event.
Click the Access Survey yellow button to the right. Completion of the survey is required in order to receive contact hours for this event.
Contact Hour
6.50 Contact Hours credits  |  No certificate available
6.50 Contact Hours credits  |  No certificate available
CPIM Code - COVID-19, Cares Act
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
CPIM Code - FMLA
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.