Conference Admin Internet (access code is 1127) Printer Holiday_Inn_Conference Holiday_Inn_Lakewood Printer Coat rack in the back Coffee, tea, and water in the back Restrooms CO1 Instructor Workshop 2016

Tuesday, December, 6, 2016 7:30 am to 8:00 am Breakfast (InnSider Bar & Grill for those staying at the hotel) 9:00 am to 9:15 am Welcome and Introductions (David W. Hutchison) 9:15 am to 9:45 am Presentation: Results of the Pre-Survey (David W. Hutchison) 9:45 am to 10:15 am Presentation: Instructor Responsibilities (David W. Hutchison) 10:15 am to 10:30 am Break 10:30 am to 11:15 pm Presentation: Colorado Tax-Aide Wiki Pages (Jeff Bogart) 11:15 am to 12:00 pm Presentation: Adult Learning (Steve Billig) 12:00 pm to 1:00 pm Lunch 1:00 pm to 1:30 pm Presentation: What’s New in Federal Tax Law (Dick Erdmann) 1:30 pm to 2:00 pm Presentation: What’s New in State Tax Law (Colorado Department of Revenue) 2:00 pm to 2:30 pm Presentation: Site Quality Requirements (Lynda Sax, IRS SPEC) 2:30 pm to 2:45 pm 2:45 pm to 3:15 pm Presentation: TaxSlayer (David W. Hutchison) 3:15 pm to 3:30 pm Presentation: Quality Review (QR) in TaxSlayer (John Meredith) 3:30 pm to 4:00 pm Panel Discussion: TaxSlayer (Meredith, Bogart, Hutchison) 6:00 pm to completion Dinner (for those staying at the hotel)

Wednesday, December 7, 2016 7:30 am to 8:00 am Breakfast (InnSider Bar & Grill for those staying at the hotel) 9:00 am to 10:30 am Presentation: Three Examples of District Training (Harry Feikert, Cindy Haugen, Dave Martz) 10:30 am to 10:45 am Break 10:45 am to 12:00 pm Presentation: Discussion Questions 12:00 pm to 1:00 pm Lunch 1:30 pm to 1:50 pm Seminar: Review the Archer Tax Return Seminar: Submitting a Reimbursement Seminar: Enter Performance Data in Portal Seminar: How to Manage a High-Volume Site 1:50 pm to 2:00 pm Movement Break 2:00 pm to 2:20 pm Seminar: Review Meadows Tax Return Seminar: TaxSlayer Input: Changes & Additions Seminar: Updating the OIS Seminar: Setting up TaxSlayer 2:20 pm to 2:30 pm 2:30 pm to 2:50 pm Seminar: Review the Miller Tax Return Seminar: Process Prospective Volunteers Seminar: The Repair/Replace Process Seminar: Ideas on How to Develop Leaders 2:50 pm to 3:00 pm 3:00 pm to 3:30 pm Workshop Wrap-up (David W. Hutchison)