Instructor Workshop December 5-6, 2017 Lakewood, CO

Conference Admin Internet - IHG Connect (access code is 2231) Printer Coat rack in the back Coffee, tea, and water in the back Restrooms CO1 - IW 2017

Tuesday, December, 5, 2017 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 (Carl Kantner) 9:15 am to 9:45 am Presentation and Remarks (David W. Hutchison) 9:45 am to 10:00 am Presentation : Prior Year Statistics/Comments (David W. Hutchison) 10:00 am to 10:30 am Presentation: Colorado Tax Update (Steve Asbill, CO DOR) 10:30 am to 10:45 am Break 10:45 am to 11:15 am Presentation: Federal Tax Law and Scope Changes (Dick Erdmann) 11:15 am to 11:45 am Presentation: Instructor Responsibilities/Certification (Carl Kantner) 11:45 am to 12:15 pm Presentation: Colorado Tax-Aide Website/Its Use in Training (Jeff Bogart) 12:15 pm to 1:15 pm Lunch 1:15 pm to 2:00 pm Presentation: TaxSlayer Update/Discussion (Carl Kantner) 2:00 pm to 2:15 pm Presentation: Dual Authentication (Dave Martz) 2:15 pm to 2:30 pm 2:30 pm to 3:30 pm Presentation: New NTTC Self Study Program/How to Use (D W Hutchison) 3:30 pm to 4:00 pm Open Discussion (Carl Kantner) 6:00 pm to completion Dinner (for those staying at the hotel) CO1 - IW 2017

Wednesday, December 6, 2017 7:30 am to 8:00 am Breakfast (InnSider Bar & Grill for those staying at the hotel) 9:00 am to 9:15 am Opening Remarks (Carl Kantner) 9:15 am to 9:45 am Presentation: Effective Adult Learning (John Meredith) 9:45 am to 10:30 am Presentation: Intake/Interview Two Approaches (Meredith/Kantner/Erdmann) 10:30 am to 10:45 am Break 10:45 am to 11:30 am Presentation: How to Train For Quality Review (Duane Chaloupka) 11:30 am to 11:45 am Presentation: Utilizing One Support Resources (Carl Kantner) 11:45 am to 12:45 pm Lunch 12:45 pm to 1:45 pm Panel Discussion on District Training (Kelher/Avery/Kantner) 1:45 pm to 2:15 pm Seminar: How to Submit a Reimbursement (Kathy Martz) Seminar: Planning a Training Session (John Meredith) Seminar: ACA Refresher (Don Bryson) 2:15 pm to 2:30 pm Movement/Break 2:30 pm to 3:00 pm Repeat Seminars 3:00 pm to 3:30 pm Discussion Groups: What is your biggest training concern this tax season? How do we develop future instructors? What do you need to become a more effective trainer? How do you train specialty positions (ERO, CF, AC, TC)? 3:30 pm to 3:45 pm Report of Breakout Groups (Carl Kantner) 3:45 pm to 4:00 pm Workshop Wrap-up (Carl Kantner) CO1 - IW 2017

ETAs Workbook answers using Practice Lab 2017 – mid-Dec NTTC Training Slides Rel 2 – second half of Dec NTTC modified Pub 4012 – second half of Dec Have received some errata for training slides – thank you! CO1 –IW 2017

Instructor Certification Please turn in your signed Form 13615 to me by the end of the day (if possible) You can also e-mail it to me later and I will sign, scan and return it CO1 - IW 2017

Presntation and Remarks David W Hutchison Lynette Lee-Villanueva