2018 CO1 Training and Workshops

2018 State and Training Meetings

State Meeting – October 25, 2018

When What Lead Download file links
9:30 AM Welcome, Administration and Recognition David Hutchison Welcome (pptx)(pdf)
9:45 AM Colorado Certification Carl Kantner CO Certification (pptx) (pdf

CO Handbook ToC (pdf)

10:15 AM Intake Booklet Bart Hatfield RC Presentation (pptx) (pdf

Change Management (pdf)

10:45 AM BREAK
11:00 AM Awareness Training Katy Martz Awareness (pptx) (pdf)
11:30 AM Best Practice (and Worst Practice) to training Local Coordinators Mark Riley 

Bill Avery

12:00 PM Administration Update Larry Barnes Documenting IRS Certification (pdf)
12:15 PM Technology Update Jim Askew Tech Update (pptx) (pdf)
12:30 PM LUNCH
1:00 PM Training Local Coordinators Cindy Haugen 

Gladys Kelher

LC Training Topics (xlsx) (pdf)

1:30 PM Training Update Carl Kantner Training Update (pptx) (pdf)
1:45 PM IRS SPEC-RM Lynda Sax FACT SHEET – Quality & Oversight Updates (pdf

Tax Prep Errors (pdf)

2:00 PM Perceptions Poll David Hutchison Perceptions Poll (pptx) (pdf

Exit Survey (pptx) (pdf)

Software Change Survey (pdf)

2:30 PM BREAK
2:45 PM Discussion and DC Forum David Hutchison Discussion Question (pptx) (pdf)
4:30 PM ADJOURN

TC TRAINING – DECEMBER 4

When What Lead Download file links
12:00 PM Welcome, Introduction, and Lunch David Hutchison
12:15 PM How to create a Windows 10 install image Jim Askew Creating a Windows 10 Boot USB Drive (pptx) (pdf)
12:30 PM Web-Based Appointment System Jeff Bogart How it works (17 min video

How you set up your site (20 min video).

User Manual / Tutorial (pdf)

1:00 PM Start Install of Windows 10 Jim Askew Installing GWX_Nov18 (pdf)
1:15 PM Online Inventory System (OIS) Joe D’Innocenzo
1:45 PM Install Windows 10 continued Jim Askew
2:00 PM Set up a secure network Jim Askew WISP Setup Guide for TP-Link TL-WR841N Router (pdf

Ethernet Setup Guide for TP-Link TL-WR841N Router (pdf)

2:30 PM BREAK
2:45 PM Configure and install Ethernet-attached printer Jim Askew Network Printer Setup Guide TY18 (pdf

Brother HL-5370DWT Configuration (pdf)

3:00 PM Configure and install wireless printer Jim Askew HP LaserJet P1102w Configuration (pdf)
3:15 PM General Technical Coordinator Topics Jim Askew General Technical Coordinator Details (pptx) (pdf

Equipment Repair Replacement and Storage TY18 (pdf)

3:45 PM BREAK
4:00 PM Cloning laptops as an alternative to individual installs (optional) Jim Askew
4:30 PM TC Forum and Wrap-up (as time permits) Jim Askew
5:00 PM ADJOURN

INSTRUCTOR TRAINING – DECEMBER 5

When What Lead Download file links
9:00 AM Welcome and Introductions 

Schedule, Logistics, etc.

Carl Kantner Conference Administration (pptx) (pdf)
9:15 AM Colorado Tax Update Steve Asbell Colorado Income Tax Update (pptx) (pdf)
9:45 AM Colorado Certification Colorado Certification (pptx) (pdf)
  •  Handbook
 Tom LaJeunesse
  • Training
 Keith Hamlyn CO Tax Primer (pptx) (pdf)
  • Taking the Test
 Carl Kantner
10:30 AM BREAK
10:45 AM Federal Tax Law & Scope Changes Carl Kantner Tax Law Changes (pptx) (pdf)
11:45 AM Instructor Responsibilities / Certification Carl Kantner Instructor Responsibilities and Certification (pptx) (pdf)
12:15 PM LUNCH
 1: 15 PM CORE Update Jeff Bogart CORE What’s New (pptx) (pdf)
1:30 PM Multifactor Authentication Refresher Dave Martz TaxSlayer Multi-Factor Authentication (pptx) (pdf

NTC Multi-Factor Authentication for TSO TY18 (pdf)

1:45 PM Awareness and Sensitivity Training Kathy Martz Sensitivity & Awareness Training (pptx) (pdf)
2:15 PM BREAK
2:30 PM New AARP Intake Booklet David Hutchison Intake Booklet (pptx) (pdf)
3:30 PM Open Discussion Carl Kantner
4:00 PM ADJOURN

INSTRUCTOR TRAINING – DECEMBER 6

When What Lead Download file links
9:00 AM Opening Remarks Carl Kantner Conference Administration (pptx) (pdf)
9:15 AM How to Train Using New NTTC Materials Carl Kantner How to Train with NTTC Materials (pptx) (pdf)
10:00 AM Intake / Interview Training Stacey Mark Intake-Interview Pages 1-3 (pptx) (pdf)
10:30 AM BREAK
10:45 AM Training for Quality Review Don Bryson Quality Review Checklist for Role Play (docx) (pdf)

Role Play for Instructor Training Quality Review (docx) (pdf)

11:30 AM Utilizing Library Resources Larry Barnes
11:45 PM LUNCH
12:45 PM Breakout sessions
Newer Instructors
  • Effective Adult Learning
Melody Boshaw Effective adult Learning (pptx) (pdf)
  • Planning a Training Session
Tom LaJeunesse
  • Training Coordinator Role
Keith Hamlyn Training in D22 (pptx) (pdf)NEW Counselor Training (xlsx) (pdf)

Returning Counselor Training (xlsx) (pdf)

  • Q&A
Carl Kantner
Experienced Instructors
  • Finding Additional Resources
Carl Kantner
  • Training Experienced Volunteers
Dave Martz
  • Conducting District Training
Melody Boshaw AARP Training Outline (docx) (pdf

Conducting District Training (pptx) (pdf)

Tax-Aide Resources Handout (docx) (pdf)

  • Q & A
David Hutchison
2:15 PM BREAK
2:30 PM Breakout Discussion Groups 

  • What is your biggest training concern this tax season?
  • How do we develop future instructors / leaders?
  • What additional resources doyou need to become a more effective trainer?
Carl Kantner Breakout groups (pptx) (pdf)
3:00 PM Report of Breakout Groups Carl Kantner
3:15 PM Open Discussion / Wrap-up Cal Kantner
3:30 PM ADJOURN