7 th Annual TN Statewide Payroll Conference – Memphis, TN It’s “Now or Never” to Get Your CPP/FPC Basic Training AUGUST 15, 2014 Presented by: Lisa Wachter, CPP

Exam Notes Candidates testing Sept 13, 2014 through Oct 11, 2014 will be tested on Federal laws in effect on Jan 1, 2014 Candidates testing Sept 13, 2014 through Oct 11, 2014 will be tested on Federal laws in effect on Jan 1, 2014 Mid-year changes are NOT reflected on either of the exams Mid-year changes are NOT reflected on either of the exams

FPC FPC – Fundamental Payroll Certification FPC – Fundamental Payroll Certification  Testing payroll basics  Curriculum-based  No experience required  Designed for entry-level payroll staff and peripheral practitioners, such as customer service, system designers, and sales personnel  Three hour test / 150 multiple choice questions  25 Pre-Test Questions – answer all questions!!  Three-year re-certification period  60 RCH credit hours required or re-certify by re-examination  *FPC’s who subsequently pass the CPP exam may not re-certify for FPC. At the end of the current FPC certification period, the FPC designation will expire for CPP’s.

FPC Content FPC Exam Breakdown FPC Exam Breakdown  Core Payroll Concepts 40 %  Compliance/Research & Resources20 %  Calculation of the Paycheck 22 %  Payroll Processes & Systems 2 %  Administration & Management 7 %  Audits 5%  Accounting 4%

CPP CPP – Certified Payroll Professional CPP – Certified Payroll Professional  Tests application of knowledge; more complex concepts  Curriculum and experience based  Emphasis on higher-level skills, including management and systems.  Designed for seasoned payroll professionals  190 multiple choice questions  25 Pre-Test Questions – answer all questions!!  Four hour exam  Five-year re-certification period  120 re-certification credit hours required or re-certify by re-examination

CPP Content CPP Exam Breakdown CPP Exam Breakdown  Core Payroll Concepts27 %  Compliance/Research & Resources21 %  Calculation of the Paycheck20 %  Payroll Processes & Systems 9 %  Administration & Management 10 %  Audits 7 %  Accounting 6%

Eligibility for CPP Must be practicing payroll a total of 3 (three) out of the 5 (five) years preceding the exam. Must be practicing payroll a total of 3 (three) out of the 5 (five) years preceding the exam. “Verification of Application” - immediate supervisor must verify experience or former payroll supervisor if not currently in payroll. “Verification of Application” - immediate supervisor must verify experience or former payroll supervisor if not currently in payroll.  Payroll Production  Payroll Reporting  Payroll Accounting  Payroll Administration  Payroll Education/Consulting with previous experience in payroll production or administration

PROMISSOR A leading provider of assessment services to regulatory agencies and national associations, providing licensing, credentialing, and support services to associations, state agencies, and private industry. A leading provider of assessment services to regulatory agencies and national associations, providing licensing, credentialing, and support services to associations, state agencies, and private industry. Promissor Promissor  Certification Examination for Payroll Professionals  PO Box  (800)

Testing System - Omega Omega – Online Multimedia Environment for Global Assessment Omega – Online Multimedia Environment for Global Assessment  PC interactive software  Point & click  Tutorial  Mark questions for review  Immediate score  Time limit begins when PC is activated

Why Become Certified / What’s In It for Me? Recognition Recognition Relationships Relationships Opportunities Opportunities Money Money Employer Employer Education Education Competence Competence Confidence Confidence Certification Certification

Exam Fees CPP Exam Fee - $340 CPP Exam Fee - $340  Includes CPP Pin upon Passing FPC Exam Fee - $275 FPC Exam Fee - $275  Includes FPC Pin upon Passing Advance registration Advance registration  Online – Faster, more convenient, instant confirmation  By phone (800)  By fax(888)

Important Information Multitude of PROMISSOR testing centers across the US Multitude of PROMISSOR testing centers across the US Fall Testing Window Sept 13 – Oct 11, 2014 Fall Testing Window Sept 13 – Oct 11, 2014 Passing Score Passing Score Raw Score Raw Score Scaled Score Scaled Score

How to Prepare Join a local study group – in person or on-line Join a local study group – in person or on-line Take a KAC test – Knowledge Assessment Calculator Take a KAC test – Knowledge Assessment Calculator On demand FREE Webinar – Prepare yourself for the CPP and FPC exams – product code 14CER01R On demand FREE Webinar – Prepare yourself for the CPP and FPC exams – product code 14CER01R No one study source should be used No one study source should be used  The Payroll Source, PayTrain; RIA’s Payroll Guide  APA’s Payroll Practice Fundamentals  BNA’s Payroll Administration Guide  IRS’s Circular E, Employers Tax Guide (Pub. 15)  IRS’s Employers’ Supplemental Tax Guide (Pub. 15-A) APA’s CPP/FPC Boot Camp Series APA’s CPP/FPC Boot Camp Series Study partners Study partners Take practice exams Take practice exams Start studying today! Start studying today!

KAC – Knowledge Assessment Calculator "The KAC program is a very powerful and useful tool. Assessments can be used to validate a new hire’s payroll knowledge, or to develop a training plan for current payroll staff. The instant feedback to the individual and the manager (when purchasing group assessments) provides a better understanding of where the learning opportunities are in a very professional and confidential manner.” - Brad Patterson, CPP Director, Payroll Services, Nationwide Insurance Company, Columbus, OH "The KAC program is a very powerful and useful tool. Assessments can be used to validate a new hire’s payroll knowledge, or to develop a training plan for current payroll staff. The instant feedback to the individual and the manager (when purchasing group assessments) provides a better understanding of where the learning opportunities are in a very professional and confidential manner.” - Brad Patterson, CPP Director, Payroll Services, Nationwide Insurance Company, Columbus, OH How Knowledge Adds Up!!!!

Boot Camp APA Sponsored Programs APA Sponsored Programs  CPP Boot Camp  FPC Boot Camp (20) 2-hour virtual sessions (20) 2-hour virtual sessions APA instructor led APA instructor led Pre & Post assessment using the KAC Pre & Post assessment using the KAC Year long access to PayTrain – APA Online Learning system Year long access to PayTrain – APA Online Learning system Pass the First Time Guarantee Pass the First Time Guarantee More Information and details – More Information and details –

Study Styles IndividualversusStudy Groups IndividualversusStudy Groups TheoryversusPractice TheoryversusPractice Slow-pacedversusFast-paced Slow-pacedversusFast-paced Every sourceversusSelective sources Every sourceversusSelective sources PaperversusOnline PaperversusOnline

I’ve Reviewed the Study Styles – What’s Next? Identify your approach to studying Identify your approach to studying Create a study plan Create a study plan Talk to your employer & family about the support you need Talk to your employer & family about the support you need Obtain your materials Obtain your materials Study! Study! Study! Study! Study! Study!

What to Bring to Exam Government issued ID with photo Government issued ID with photo  Driver’s License  Passport  Military ID Confirmation Number Confirmation Number Proof of Name Change if Applicable Proof of Name Change if Applicable Battery operated hand held calculator w/ extra batteries Battery operated hand held calculator w/ extra batteries DO NOT BE LATE!!! Good idea to drive to the testing center in advance to be sure of location and parking facilities. DO NOT BE LATE!!! Good idea to drive to the testing center in advance to be sure of location and parking facilities. YOU WILL NOT BE ADMITTED IF YOU ARE LATE and will forfeit your application fee. YOU WILL NOT BE ADMITTED IF YOU ARE LATE and will forfeit your application fee.

Testing Tips Locate testing center prior to exam day Locate testing center prior to exam day Plan to arrive 30 minutes early! Plan to arrive 30 minutes early! Be well rested on exam day Be well rested on exam day Last minute cramming will increase anxiety Last minute cramming will increase anxiety Practice with your calculator prior to exam Practice with your calculator prior to exam Be aware of remaining time during exam (on-line testing system allows you to track time) Be aware of remaining time during exam (on-line testing system allows you to track time) Answer those questions that you feel sure about first Answer those questions that you feel sure about first Group calculation questions together Group calculation questions together Go back an answer questions “marked for review” Go back an answer questions “marked for review” Do not leave blanks on the exam Do not leave blanks on the exam

Practice Test Practice Test Practice Test Questions Questions

Reminder – CPP’s & FPC’s generally earn higher wages! Are You Ready to Pocket More Cash? Study Hard and Reap Amazing Rewards!

Payroll – “Always on My Mind”! Please complete your Evaluation form. On behalf of the TSWB (and of course Elvis) Good luck on your exam!