ONE TEAM ONE GOAL

Oct 17 – Oct 19, 2019

BREAKOUT SCHEDULE – Convention 2019 (Typically Published 2 Weeks prior to Convention)

Download PDF Schedule

Friday October 18, 2019 (TBD)

ROOM 2:30 – 3:10 3:20 – 4:00 4:10 – 4:50 5:00 – 5:40
Energy 1 & 2 #seeyanextyear
(1-CR)
#seeyanextyear
(1-CR)
#seeyanextyear
(1-CR)
#seeyanextyear
(1-CR)
Salon A High Level Marketing
(1-CA)
High Level Marketing
(1-CA)
High Level Marketing
(1-CA)
High Level Marketing
(1-CA)
Salon B Operational Tax Season Readiness
(1-OPS)
Operational Tax Season Readiness
(1-OPS)
Operational Tax Season Readiness
(1-OPS)
Operational Tax Season Readiness
(1-OPS)
Salon C Technology & Tools
(1-T)
Technology & Tools
(1-T)
Technology & Tools
(1-T)
Technology & Tools
(1-T)

Saturday October 19, 2019 (TBD)

ROOM 9:00 – 9:40 9:50 – 10:30 10:40 – 11:8 11:30 – 12:10 12:20 – 1:20 1:30 – 2:10 2:20 – 2:50 3:00 – 3:30 3:40 – 4:10 4:20 – 4:50 5:00 – 5:30
Granby A Unit Economics
(B-OPS)
Unit Economics
(B-OPS)
LUNCH Unit Economics
(B-OPS)
Granby B Take the Next S.T.E.P. with our Star Tax Education Program!
(A)
LUNCH Take the Next S.T.E.P. with our Star Tax Education Program!
(A)
Granby C Closing the Sale
(A)
Build a Better Business by Executing Tax Talks
(A)
LUNCH Closing the Sale
(A)
Build a Better Business by Executing Tax Talks
(A)
Steps to Build Your Performance Driven Marketing Plan
(A)
Granby D SOCi
(B-CA)
SOCi
(B-CA)
LUNCH
Granby E CE CREDIT: Tax Cuts and Jobs Act
(TCJA) for Individuals
(Elective)
LUNCH
Energy 1 World Financial Group Partnership
(Elective)
Preparer Retention (Panel and Overview)
(B-CR)
Best Practices for Multi Unit Operators Panel
(B-OPS)
LUNCH Preparer Retention (Panel and Overview)
(B-CR)
Best Practices for Multi Unit Operators Panel
(B-OPS)
World Financial Group Partnership
(Elective)
Vendor: Wholesaling Payroll Services to Generate Revenue with ADP
(Elective)
Vendor: How to save BIG $$ on this years signage!
(Elective)
Energy 2 Conscious Leadership
(Elective)
Best Practices for Customer Retention Panel
(B-CR)
Best Practices for Late Season Business Panel
(B-CA)
Best Practices for Single Unit Operators Panel
(B-OPS)
LUNCH Best Practices for Customer Retention Panel
(B-CR)
Best Practices for Late Season Business Panel
(B-CA)
Best Practices for Single Unit Operators Panel
(B-OPS)
Conscious Leadership
(Elective)
Conscious Leadership
(Elective)
Fusion CE CREDIT: Tax Cuts and Jobs Act (TCJA) for Business
(Elective)
Become an Area Developer
(Elective)
LUNCH Become an Area Developer
(Elective)
The Anatomy of a Credit Score
(C-OPS)
Preparing and Utilizing a Cashflow
(C-OPS)
Internal and External Financing
(C-OPS)
Momentum 1 Dive into Phoenix: Features and Enhancements
(A)
Dive into Phoenix: Features and Enhancements
(A)
LUNCH Dive into Phoenix: Features and Enhancements
(A)
Dive into Phoenix: Features and Enhancements
(A)
Dive into Phoenix: Features and Enhancements
(A)
Momentum 2 Learn how to retain customers and earn incentives with Financial Products in 2019!
(A)
Learn how to retain customers and earn incentives with Financial Products in 2019!
(A)
Auditing Your Office
(Elective)
Tax Content Process Discussion
(Elective)
LUNCH Learn how to retain customers and earn incentives with Financial Products in 2019!
(A)
Learn how to retain customers and earn incentives with Financial Products in 2019!
(A)
Auditing Your Office
(Elective)
Tax Content Process Discussion
(Elective)
Vendor: Business Incorporation and Compliance with Corpnet
(Elective)
Vendor: Silvercrest
(Elective)
Momentum 3 Introducing the NEW! Appointment/ Scheduling Tool
(A)
Introducing the NEW! Appointment/ Scheduling Tool
(A)
Tech Support Updates
(B-OPS)
ZeeNet Redesigned
(Elective)
LUNCH Introducing the NEW! Appointment/ Scheduling Tool
(A)
Introducing the NEW! Appointment/ Scheduling Tool
(A)
Tech Support Updates
(B-OPS)
Tech Support Updates
(B-OPS)
ZeeNet Redesigned
(Elective)
Imagination Franchisee Survey Results
(Elective)
Compliance Panel Discussion
(Elective)
Refundable Credits and Form 8867
(Elective)
Do It For Me!
(B-CA)
LUNCH Refundable Credits and Form 8867
(Elective)
Do It For Me!
(B-CA)
Million Dollar Club Panel
(C-OPS)
National Advisory Council (NAC) Panel
(C-OPS)
Building an Infrastructure for Multi-Unit Owners
(C-OPS)
Franchisee Survey Results
(Elective)
xchg. 1 Latino Tax Pro
(Elective)
Get Found Online!
(B-CA)
Direct Mail
(B-CA)
Market Maps
(B-CA)
LUNCH Latino Tax Pro
(Elective)
Market Maps
(B-CA)
Direct Mail
(B-CA)
Get Found Online!
(B-CA)
AdBuilder and Silvercrest
(B-CA)
Emma
(B-CR)
xchg. 4 Hands on with Phoenix (Computer Lab)
(B-OPS)
Hands on with Phoenix (Computer Lab)
(B-OPS)
Hands on with Phoenix (Computer Lab)
(B-OPS)
Hands on with Phoenix (Computer Lab)
(B-OPS)
LUNCH Hands on with Phoenix (Computer Lab)
(B-OPS)
Hands on with Phoenix (Computer Lab)
(B-OPS)
Hands on with Phoenix (Computer Lab)
(B-OPS)
Hands on with Phoenix (Computer Lab)
(B-OPS)
Hands on with Phoenix (Computer Lab)
(B-OPS)
Hands on with Phoenix (Computer Lab)
(B-OPS)

Breakout Sessions code

CA = Customer Acquisition; CR = Customer Retention; OPS = Operational Excellence; T = Technology