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2009 – 2010 Board of Directors Bios
President-Elect
Terri Watkins, CPP
Terri Watkins, CPP is the Payroll Tax Administrator at Glazers Wholesale Drug Co, Addison, TX. Terri earned her CPP in 2003 after joining Glazers. Currently she holds the position of Vice President of the Dallas Chapter APA. Terri participates on the National APA Government Affairs Task Force-Immigration Subcommittee for E-verify and I-9 compliance. She is on the Texas Payroll Conference Board of Directors, and a member of Champs.
Terri has held the past positions at the Dallas Chapter of Government Relations Director and Public Relations Director. She won the Special Recognition Award in 2005. Terri has served on several committees with the Dallas Chapter since joining in 2003.
Terri started in the payroll field in the early 80’s when she worked at a roofing company in Dallas. She served as Secretary-Treasurer on the board of directors for the roofing company until 1996. Terri took the position of Payroll Manager for Horizon Pharmacies until they closed in 2001.
Terri and Glynn have been married 30 plus years, and have three sons. The family past time is the automobile. Any given weekend can be spent in the street rods or at the local circle track where the boys race.
Vice President
Carl York, CPP
Carl, reporting directly to the Vice President and Controller, manages US Payroll Operations for La Quinta Inns & Suites (LQ Management, LLC), one of the largest operators of limited-service hotels in the United States. His department is responsible for the payment of approximately 10,000 active employees at 400 locations across 42 states and for issuing over 21,000 W-2’s annually. Carl is also tasked with the management of payroll systems and payroll tax, and he regularly serves on various committees at work with members from the Executive Committee, IT, HR, Internal Audit, and Accounting.
Carl proudly acquired the Certified Payroll Professional designation in the Spring of 2005, and he is currently pursuing a BBA in Accounting in the evenings.
Carl has been volunteering for the American Payroll Association since 2006 and has received two citations of merit. He currently serves on the CHAMPS program, the Hotline Referral Committee, and as the Recorder (Secretary) for the Government Affairs Task Force Immigration Subcommittee for the American Payroll Association. In 2008, Carl also spoke at the National APA’s Chapter Leadership Seminars on Website Development and was asked back to speak on the same topic in 2009, except this year, the seminar will be offered as a live webinar to accommodate more participants. In May, at the APA’s 27th Annual Congress, he will co-teach a session with representatives from USCIS and ICE on the E-Verify program. He has also been invited to join the Certification Advisory Group, the group of payroll professionals that writes questions for the FPC and CPP exams.
Locally, he was appointed as a non-voting board member with the Dallas Chapter as Website Liaison in November of 2005, and he was elected as the Website Director in 2006 and has served in that position ever since. As Website Director, Carl has been privileged to interface with each position on the board and work together with them on various issues. A few of the initiatives put in place since he took over the website are as follows: an online volunteer application, online surveys, the Dallas APA Forums, and online meeting and event registration. Additionally over the past three years, he has helped with various projects including Chapter Pictorial, the filming of the Money Matters video with Irving ISD as a character in the video series, and was influential in the design of the new Dallas APA logo. As for his role with the website, at the APA’s 26th Annual Congress, Dallas received 3rd place for “Best Chapter Website.” In 2006, Dallas was awarded 3rd place for “Best Chapter Non-Compupay Web Site”, and in 2007, Dallas was honored with 1st place for “Best Chapter Custom Web Site”.
Treasurer
Becky Mather, CPP
With a degree in Accounting and a background in banking and finance, Becky Mather’s career turned toward payroll in the mid 80’s while working for Control Data Corp., Benefit Services, in Plano Texas. After moving to Indianapolis, Indiana in late 1992 Becky took a position processing In House payroll for a company of 300. The Human Resource Manager position was then offered to her along with Supervisor of Payroll in 1996. She sat for and passed her CPP exam in September 1997. This experience has brought her to her current job as a Payroll and H. R. Consultant.
Becky served two terms as Secretary and two terms as Treasurer of the Indianapolis Chapter APA before moving back to Dallas in 2001. Becky has since served four terms as the Dallas Chapter Treasurer and currently is serving as Treasurer of both the Dallas Chapter and The Texas Payroll Conference.
Secretary
Bryan J. Waldrop, MBA, CPP
Bryan completed his BSBA in Finance and MBA in Management from the University of MO before moving to the Lone Star State in the early 1990’s. He will celebrate his 15 Year Anniversary with ADP in April.
He worked as a Key Account Manager in Client Services and a Lead Major Accounts Implementation Specialist before stepping into his current role as an Implementation Support Specialist.
Bryan received his CPP certification in 2006 and joined the Dallas APA chapter in 2008. One of his primary goals in 2009 is to promote effective relationships within the Payroll community and is excited to be a part of the Dallas APA!
Education Director
Susan Charles, CPP
Susan began her Payroll career in 1984 working her way up through the ranks by starting with manual time card calculations and migrated to Texas in 1989 as part of the GTE relocation. While working with the Texas Department of Human Services, she supervised the staff responsible for paying over 2,000 employees in 98 counties. Her department established the lowest Payroll error rating of any region in the state. During her tenure there, she compiled a training manual that received approval by the State office, and conducted FLSA training for all levels of staff.
She then moved to the City of Arlington where she processed an annual payroll in excess of $90 million dollars, compiled a training manual, and conducted training for their in-house payroll system. Susan obtained her CPP in 1996 while employed with the City of Arlington.
After owning her own business for a couple of years, Susan worked for a payroll service company as their Tax Specialist preparing tax deposits and returns for over 360 multi-state clients.
Susan was with Administaff from 2000 to 2007 where she held 5 positions. She received a “Team Player” award for her training efforts when Administaff opened their Los Angeles Service Center in June 2002 and assisted with their local CPP study group and was recognized as the Employee of the Month in March 2006.
In August of 2007, Susan took her Payroll career to the next level when she made the move to GameStop as their Payroll Supervisor. She has a wonderful team of 8 dedicated payroll professionals that tackle the complexities of 55,000+ employees in all 50 states plus Guam and Puerto Rico.
She has been an active member in the Dallas Chapter of the APA since 1995 and has taught several Payroll classes for the Chapter at North Lake College. In 2002, she was recognized with the Chapter’s Meritorious Service award.
Programs Director
Barbara Maxwell, CPP
Barbara is the Senior Manager of Accounting for BenefitMall, the largest general insurance agency in the United States. She is responsible for all areas of accounting, payroll and financial reporting. Barbara recognizes her exceptional staff as the reason for her success with BenefitMall. Her team has been together since 2000 and they have the ability to produce a remarkable amount of accurate and timely work.
Barbara began working in the accounting/payroll arena over 20 years ago. After obtaining her Bachelor’s degree in the mid 1990’s, she moved into management. Barbara has worked all of the positions she currently manages. This allows her to quickly understand and resolve issues, identify and refine processes and meet deadlines. Barbara’s payroll experience started in the early 1980’s - her “software” was a Circular E and a calculator. Through the years, she has implemented five different payroll/HR systems and has processed payroll and completed tax reporting for employees in more than 20 states.
Barbara received her CPP in the spring of 2003 and applied for re-certification in January 2009. Barbara has been a member of the Dallas APA chapter since 2000, and an active volunteer since 2002. In 2004, the chapter presented Barbara with a Special Recognition Award for her volunteer efforts.
Membership Director
Mary Ann Barnett, FPC
Mary Ann Barnett, FPC is currently Payroll Supervisor at Brinker International Payroll Corp LLC. She has been within the Payroll Profession for two years. She received her B.S. in Accounting from the University of Oklahoma and she began her accounting career at BNSF Railway. She held several positions at BNSF including Senior Analyst of Capital Planning and Budgeting, Senior Analyst of Capital Investment Accounting, and Assistant Manager of Capital Investment Accounting. In 2005, she transitioned to Brinker International as a Senior Accountant and then was promoted to Payroll Supervisor of Garnishments, Special Checks, Unemployment, and Other Payroll Processing.
She is excited about the Dallas Chapter APA and hopes to be an asset to the Chapter by increasing Membership and reaching out to members to better understand their needs.
Government Relations Director
Steve Smith, CPP
I have been employed by ADP since March 2, 1992, most recently as a Relationship Manager for large premier clients as an internal client advocate. Previous positions at ADP have been as a Project Leader coordinating and managing internal releases of new features and products as well as participating in numerous corporate projects including the alignment and consolidation of multiple processing regions, Client Service Technical Consultant providing technical support, training and mentoring to Client Service Associates and Management Team.
I was employed at CIGNA Healthplan as a local Payroll Supervisor and Recruitment Specialist for 5 years processing a 600 man multi-state payroll. Prior to CIGNA I worked in various areas of the music and entertainment business for 10 years.
I achieved my CPP certification in the spring of 2005 and received the “Friend to the Chapter” award from the Dallas Chapter in 2006. I have worked as liaison between my employer and the Dallas Chapter for the last several years coordinating different funding and subsidizing activities.
Public Relations Director
Faith Copeland
I have been a member of the National and Dallas Chapter of APA since 2004. I would be honored to be your Public Relations Director for 2009-2010.
I have worked in payroll and accounting departments for 20 years. Payroll background includes international, federal, visas, taxes, and highly compensated employees. Accounting background includes all general ledger functions, audits, and analysis. Currently, I am employed as a Tax Administrator for a national company with 50,000 employees.
I actively participate in local charity work within our community and have been on Parent Teacher Association Boards for eight years.
Website Director
Daniel Morales, CPP
Daniel Morales, CPP has over 12 years of multi-state payroll experience which includes HRMS and accounting systems testing and implementations.
Daniel started his career at Austin Commercial as a General Accounting Clerk in 1997 before eventually “falling” into the hands of payroll as a Payroll Clerk. Now, Systems Administrator for ClubCorp, Daniel has worked his way up through many roles within payroll and HR in both functional and technical positions. Daniel was among the first within his company to earn his CPP designation and has strived to maintain his certification through ongoing payroll training and education.
Daniel has attended colleges such as Southern Methodist University and is currently seeking his Bachelors Degree in Business through night courses. He was inducted to the Phi Theta Kappa Honor Society in 2004 for his outstanding educational achievements and has been on the National Dean’s List for achieving high GPA’s despite his demanding schedule.
Daniel was nominated to the Dallas Chapter APA board in late 2007 and subsequently elected to the position of Membership Director in 2008. Since his coming onboard, the association has grown to over 420 members. Daniel credits this achievement to the teamwork of the entire board of directors and the countless volunteers and members that help “spread the word.”
Among his many pastimes, he also enjoys attending auctions for that next best “find” and has recently donated over 3000 books purchased at auction to a non-profit to promote literacy. Daniel also shares his knowledge of personal finances including earnings and savings strategies to those in need of sound advice in these tough economic times.
When not working or studying, Daniel enjoys traveling near and far to appreciate and explore all that the world has to offer. He enjoys spending lots of time with his friends and family and his favorite German Shepherd Doberman mix, Britney.
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