2017 CO1 Instructor Workshop

Previous Workshops


December 5-6, 2017Lakewood Holiday Inn

 

Tuesday,  DECEMBER 5

When What Lead Download file links
9:00 AM Welcome and Introduction Carl Kantner PDF version

PPTX version

9:15 AM Presentation and Remarks David Hutchison PDF version

PPTX version

9:45 AM Prior Year Statistics / Comments David Hutchison
10:00 AM  Colorado Tax Update Steve Asbell,

CO DOR

PDF version

PPTX version

10:30 AM  BREAK
10:45 AM  What’s New in Federal Tax Law

And Scope Changes

Dick Erdmann PDF version

PPTX version

11:15 AM Instructor Responsibilities  / Certification Carl Kantner PDF version

PPTX version

11:45 AM CO Tax-Aide Website / Its Use in Training Jeff Bogart PDF version

PPTX version

12:15 PM LUNCH
1:15 PM TaxSlayer Update / Discussion Carl Kantner PDF version

PPTX version

2:00 PM Multi-factor Authentication Dave Martz PDF version

PPT version

2:15 PM BREAK
2:30 PM Net NTTC Self Study Program

What is it? How to Use? Discussion

David Hutchison PDF version

PPTX version

3:45 PM Open discussion Carl Kantner
4:00 PM Adjourn

WEDNESDAY, DECEMBER 6

When What Lead Download file links
9:00 AM Opening Remarks Carl Kantner PDF version

PPTX version

 

9:15 AM Effective Adult Learning John Meredith PDF version

PPTX version

9:45 AM Intake/Interview Two Approaches John/Carl/Dick PDF version

PPTX version

Interview video

10:30 AM BREAK
10:45 AM How to Train for Quality Review Duane Chaloupka PDF version

PPTX version

11:30 AM Utilizing One Support Resources Carl Kantner
11:45 AM LUNCH
12:45 PM Panel Discussion on District Training Kelher/Avery/Kantner
1:45 PM Choice of Seminars:
  • How to Submit a Reimbursement
 Kathy Martz
  • Planning a Training Session
John Meredith
  • ACA Refresher
Don Bryson  Resource list
2:15 PM BREAK
2:30 PM Choice of Seminars:

(Same as above)

3:00 PM Breakout Discussion Groups Carl Kantner
3:30 PM Report of Breakout Groups Carl Kantner
3:45 PM Open Discussion/Wrap-up Carl Kantner

LC Workshop

THURSDAY, DECEMBER 7

 9:00 AM Welcome and Setup David Hutchison
9:15 AM What’s New this Year Carl Kantner
9:45 AM Compliance Training John Merideth
10:15 AM Tax-Aide Organization and Personnel David Hutchison
10:30 AM BREAK
10:45 AM Site Management Ross Bensman
11:15 AM Equipment Management Ken Hayes
11:30 AM Return Management Marion Jennings
12:00 PM LUNCH
12:45 PM Volunteer Management David Hutchison
1:30 PM BREAK
1:45 PM The End of the Tax Season and After Tom Crago
2:15 PM Local Coordinator Forum David Martz

John Merideth

3:15 Wrap-up David Hutchison

Carl Kantner

3:30 ADJOURN

TC Workshop

THURSDAY, DECEMBER 7

9:00 AM Welcome and Introductions David Hutchison
9:30 AM How to Install Windows 10 image on a laptop (part 1) Jeff Bogart PDF version

PPTX version

10:00 AM Replacement of consumables Ken Hayes PDF version

PPTX version

Repair or replacement – computers PDF version
Repair or replacement – printers PDF version
10:15 AM How to Install (part 2) Jeff Bogart
10:30 AM BREAK
10:45 AM General TC topics Ken Hayes PDF version

PPTX version

11:00 AM How to Install (part 3) Jeff Bogart
11:45 AM LUNCH
12:30 PM Online Inventory System (OIS) demo and training Joe D’Innocenzo
1:30 PM Set up a Secure Tax-Aide Subnetwork Ken Hayes PDF version

DOCX version

2:45 PM BREAK
3:00 PM Configure a printer with a static IP address Ken Hayes PDF version

DOCX version

3:45 PM TC Forum