CA-2 State Webinar October 12, 2016 Tax Year 2016 Susan Millsap CA-2 State Coordinator

Today’s Agenda Prospective Volunteer Management Material Ordering CA2 Policy and Procedures Future WebEx Meetings SMT Members Round Robin

Prospective Volunteer Management Areas Prospective Vol. Submitted Prospective Vol. Candidate Prospective Vol. Prospect Prospective Vol. Approved Prospective Vol. on-Hold Total Prospective Vol.

Prospective Volunteer Management AARP Foundation Tax-Aide I Volunteer Portal Guide Section 4 Section 5 Have posted on CA2

Material Ordering Spreadsheet has been added to CA2 Web Site Will be using new envelopes Recruitment Brochures/Posters have changed New Scope Posters

CA2 Policies and Procedures Would like input from all-see the round robin topics Will make every effort to finalize needed decisions prior to December Training Workshops

CA2 Webinars Purpose-sharing of information between DCs and SMT members. Frequency-one or two times per month September-April Approximately 1.5 hours per Webinar Invitees-DCs, their representatives and invitees.

CA2 October 12 Webinar SMT Members items of Interest Susan Millsap-State Coordinator Suvarna Joglekar-Administration Specialist Ashok Desai-Prospective Volunteer Specialist-Out Peter Catalano-Partnership and Communications Specialist Edison Paw-Technology Specialist-Out Jay Wiedwald-Training Specialist

CA-2 State Webinar September 8, 2016 Tax Year 2016 Suvarna Joglekar CA-2 Administration Specialist

CA-2 State Webinar September 8, 2016 Tax Year 2016 Peter Catalano CA-2 Partnership and Communications Specialist

CA-2 State Webinar September 8, 2016 Training for Tax Year 2016 Jay Wiedwald CA-2 Training Specialist

Training Material Ordering IRS Basic training material order has been accepted and approved Additional training and site operations materials ordered using Form 2333-V FTB Duck Books - When FTB spreadsheet is available will contact DC’s Other FTB material ordered via FTB 2333-V-CA Tax-Aide – via Portal 2016 NTTC Workbook Resource Tool for Tax Counselors (New counselors only) IRS 2016 California TaxSlayer Webinar 1

During October and early November Regional Instructor Clinics – all 10 AM-2 PM El Sobrante Monday, Oct 24 San Leandro Tuesday, Oct 25 Petaluma Thursday, Oct 27 Concord TBD Instructors are expected to come to the clinic quite prepared. They should have: Viewed TaxSlayer Webinars 2 and 3 (at a minimum) Prepared at least three workbook exercises using TaxSlayer Familiarized themselves with TaxSlayer navigation Clinics will be largely Q&A and demonstration NTTC – TRS Webinar – September 2016

Local Follow Up to Clinics Each district should identify at least one local TaxSlayer “expert” I won’t be available all of the time These experts can support one another NTTC – TRS Webinar – September 2016

NTTC – TRS Webinar – September 2016 Follow Up to Clinics Each district should identify at least one local TaxSlayer “expert” I won’t be available all of the time These experts can support one another “In the land of the blind, the one-eyed man is king.” NTTC – TRS Webinar – September 2016

Instructor Workshops in December Two Instructor Workshops First week in December in Oakland (Tentative) Awaiting room confirmation December 14-15 in Petaluma Petaluma Community Center NTTC – TRS Webinar – September 2016

When You Have Questions Contact an Instructor If they don’t know the answer they can contact their TRS. If you are an Instructor, see step 1. But first… make an effort to find the answer yourself – you will learn something in the process. DO NOT contact TaxSlayer directly. They already have their hands full! 2016 California TaxSlayer Training Webinar 1

CA-2 State Webinar September 8, 2016 District Coordinators

Round Robin November 3-Desired Topics Jerry Lopatin-Regional Coordinator Sue Schneckloth-Regional Operations Specialist Patrick Brown-IRS SPEC Mark Callahan- California Volunteer Program Coordinator Jay, Suvarna, Peter, Edison, Ashok, and myself CA2 Participation in State Assistance QSR #3 for CA2

District Address areas requested with meeting invitation Questions/Comments regarding SMT presentations

Questions/Comments Wait until called upon by meeting leader. Announce your name. Indicate to whom the question is directed. Please remember this is a DC call and save detailed questions for Specialty Webinars. Questions or comments not addressed due to time can be entered in WebEx Chat or sent by e-mail.