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Event Details
This meeting is for District Coordinators and the State Management Team
Agenda:
9:00 - 9:15 Welcome, Agenda Review, Introductions Jack Dahl, SC
9:15 - 9:45 Regional and National Issues - Hal Kessler, Regional Coordinator
9:45 - 10:00 Break
10:00 - 11:00 Utah Tax Commission - Julie halvorson
11:00- 11:15 National/Regional and State Issues - Jack Dahl, SC
11:15 - 11:45 Training and Certification - Linda Wendel, TRS
11:45 - 12:00 Questions & Discussion/ SC, TRS and TCS
12:00 - 1:00 Lunch - Board Room
1:00 - 1:30 IRS - Changes for 2008 - Ben Hennick, IRS
1:30 - 1:45 Administrative Issues - Julie Jones, ADS
1:45 - 2:00 Technical Issues/Equipment Needs - Jim Barnes, TCS
2:00 - 2:15 Break
2:15 - 2:30 Recruitment, New Counselor requirements - Bart Wherritt,PCS
2:30 - 2:45 Dixie, Development, Lynda Newton, SDC
2:45 - 3:00 Policies, Quality Review, equipment networking - SC/TCS/ADS
3:00 - 3:30 Extranet/forms/reporting/New Site registration - Julie Jones, ADS
3:30 - 4:00 Review/Questions
When & Where
AARP Offices
6975 Union Park Center
Suite 320
Midvale,
UT 84047
Friday, October 24, 2008 from 9:00 AM to 4:00 PM (MT)
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Hosted By
Utah AARP TaxAide
Sponsored by AARP to provide tax assistance to Senior Citizens and low and middle income fanilies.
