SAVE THE DATE! JIM MEDLOCK, CPP, NOVEMBER 21, 2019

“Planning for a Successful Year End – Reconciliations”

Why Reconcile? ~ Reasons for Variances ~ Sox Requirements ~

Risk Factors ~ Pre-Transmission ~ Post-Transmission ~ Trial Balance

Balance Sheet ~ W’2’s

Jim is a Payroll Compliance Educator with Medlock & Associates after recently retiring from the American Payroll Association where he was Director of Education and Training for over 25 years. While on APA’s staff Jim shared his knowledge and experience with payroll professionals over nearly 30 years teaching and preparing materials for APA’s educational programs. Jim was the APA’s Payroll Man of the Year in 1991. He was also the Colorado Payroll Person of the Year in 1993. Jim served a two-year term as the APA’s representative on the IRS’s Information Reporting Program Advisory Committee (IRPAC). He chaired APA’s Certification Board. He is a member of the APA’s Government Relations Task Forces IRS Issues and State Issues subcommittees.

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