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

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

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

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

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

6. 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

7. 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.

8. 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

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

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

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

12. 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

13. 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

14. 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

15. 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

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

17. 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

18. CA-2 State Webinar September 8, 2016
District Coordinators

19. 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

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

21. 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 .