Wednesday, June 9, 2027

Location: Putnam City Schools Centennial Center

Check In: 8:15

Fundamentals of Payroll 

Time: 8:30 am

Presenter: Lisa Talamantez, Outsourced Payroll Sr Manager - Eide Bailly LLP

• Overview of payroll processes

• Payroll terminology and concepts

Employee Classification & Compensation 

Time: 9:40 am

Presenter: Jasmine Atwater, Payroll Coordinator - Exodus HR 

• Employee vs. independent contractor distinctions 

• Hourly vs. salary pay structures

• Exempt vs. non-exempt employees

Payroll Taxes - Terminology, Timelines and Filing 

Time: 10:50 

Presenter: Lisa Talamantez, Outsourced Payroll Sr Manager - Eide Bailly LLP

• Federal, state and local tax obligations

• Social Security, Medicare (FICA) and FUTA taxes

Lunch (Provided)

Time: 11:50 am

Employee Payroll Scenarios

Time: 12:50 pm

Payroll Deductions and Benefits - Definitions and Examples

Time: 1:20 pm

Presenter: Cari Wilburn, Director of Finance - Metro Tech

• Voluntary and involuntary deductions (benefits, FBA, garnishments, etc.)

Oklahoma Employment Security Commission (Beginner and Experienced Together)

Time: 2:30 pm

Presenter: Marva Hamlin - Employer Auditor - OESC

OCAS Payroll Coding

Time: 3:30 pm

Presenter: Sandy Jasper, Financial Analyst - State Department of Education- Financial Accounting, OCAS and Audits

Adjourn

Time: 4:30 pm

Thursday, June 10, 2027

Location: Putnam City Schools Centennial Center

Teachers’ Retirement System of Oklahoma  (Beginner and Experienced Together)

Time: 8:30 am

Presenter: Rod Boles, Communication and Education Manager, and Lisa Miranda, Employer Services Manager – Oklahoma Teachers’ Retirement System

• History and Overview

• The Plan and it's Members

• Employer Reporting and Contributions

• Enrolling and Remitting Contributions

• Employer Reports

Payroll Reporting

Time: 9:40 am

Presenter: Andrea Murrell, CEO – The Murrell Group, LLC 

• OCAS Coding - Review of OCAS Payroll Codes and Scenarios

• Periodic reporting requirements (Deadlines and Filing 941s, W-2, ACA, 1099, etc.)

Payroll Data Security (Beginner and Experienced Together)

Time: 10:50 am

Presenter: Dr. Jack Green, CIO - Adira

• Data security and confidentiality in payroll

Lunch (Provided)

Time: 11:50 am

The Basics of Leave

Time: 1:00 pm

Presenter: Cari Wilburn, Director of Finance - Metro Tech

• Terminology and Best Practices for Tracking

Other Retirement Options - (Beginner and Experienced Together)

Time: 2:10 pm

Presenter: Paul Arvin, AVP Product Manager - American Fidelity

Debrief and Round Table Discussion

Time: 3:10 pm

Adjourn

Time: 4:00 pm