ONE TEAM ONE GOAL

Oct 1st – Oct 3rd, 2018

BREAKOUT SCHEDULE – Convention 2018

Download PDF Schedule

Monday October 1st

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)

Tuesday October 2nd

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)

Wednesday October 3rd

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
Granby A Preparing Business Returns in Drake
(Elective)
Preparer Retention (Panel and Overview)
(B-CR)
LUNCH Preparing Business Returns in Drake
(Elective)
Granby B Take the Next S.T.E.P. with our Star Tax Education Program!
(A)
Best Practices for Customer Retention Panel
(B-CR)
Best Practices for Customer Retention Panel
(B-CR)
LUNCH Take the Next S.T.E.P. with our Star Tax Education Program!
(A)
Granby C Closing the Sale
(A)
Steps to Build Your Performance Driven Marketing Plan
(A)
LUNCH Closing the Sale
(A)
Granby D SOCi
(B-CA)
LUNCH SOCi
(B-CA)
Granby E LUNCH CE CREDIT: Tax Cuts and Jobs Act (TCJA) for Individuals
(Elective)
Energy 1 & 2 One Team – One Goal
(A)
One Team – One Goal
(A)
One Team – One Goal
(A)
One Team – One Goal
(A)
LUNCH One Team – One Goal
(A)
One Team – One Goal
(A)
One Team – One Goal
(A)
Fusion LUNCH CE CREDIT: Tax Cuts and Jobs Act (TCJA) for Business
(Elective)
Momentum 1 Dive into Phoenix: Features and Enhancements
(A)
Dive into Phoenix: Features and Enhancements
(A)
LUNCH 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)
Preparing and Utilizing a Cashflow
(C-OPS)
Internal and External Financing
(C-OPS)
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)
Tax Content Process Discussion
(Elective)
Momentum 3 Introducing the NEW! Appointment/ Scheduling Tool
(A)
Introducing the NEW! Appointment/ Scheduling Tool
(A)
Tech Support Updates
(B-OPS)
Tech Support Updates
(B-OPS)
LUNCH Introducing the NEW! Appointment/ Scheduling Tool
(A)
Introducing the NEW! Appointment/ Scheduling Tool
(A)
ZeeNet Redesigned
(Elective)
Imagination 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)
LUNCH Million Dollar Club Panel
(C-OPS)
National Advisory Council (NAC) Panel
(C-OPS)
Building an Infrastructure for Multi-Unit Owners
(C-OPS)
Adrenaline Second City Improv**
(Elective)
Market Maps
(B-CA)
AdBuilder and Silvercrest
(B-CA)
Emma
(B-CR)
LUNCH AdBuilder and Silvercrest
(B-CA)
Emma
(B-CR)
Second City Improv**
(Elective)
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)

Breakout Sessions code

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