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National Convention 2018
National Convention 2018
Breakout Sessions and Exhibit Ho...
Agenda
Breakout Sessions and Exhibit Hours
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Agenda
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ג׳, אוק 02 2018
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9:00 AM - 9:40 AM
Unit Economics
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9:00 AM - 9:40 AM
Vendor: World Financial Group Partnership
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9:00 AM - 9:40 AM
Conscious Leadership
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9:00 AM - 9:40 AM
Learn how to retain customers and earn incentives with Financial Products in 2019!
Going
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9:00 AM - 9:40 AM
Introducing the NEW! Appointment/ Scheduling Tool
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9:00 AM - 9:40 AM
Franchisee Survey Results
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9:00 AM - 9:40 AM
Latino Tax Pro
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9:00 AM - 9:40 AM
Hands on with Phoenix (Computer Lab)
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9:00 AM - 10:30 AM
Take the Next S.T.E.P. with our Star Tax Education Program!
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9:00 AM - 10:30 AM
Closing the Sale
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9:00 AM - 10:30 AM
Soci
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9:00 AM - 10:30 AM
Dive into Phoenix: Features and Enhancements
Going
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9:00 AM - 11:20 AM
CE CREDIT: Tax Cuts and Jobs Act (TCJA) for Individuals
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9:00 AM - 11:20 AM
CE CREDIT: Tax Cuts and Jobs Act (TCJA) for Business
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9:50 AM - 10:30 AM
Winning Customers for Life! Panel (Customer Retention Strategies)
Going
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9:50 AM - 10:30 AM
Learn how to retain customers and earn incentives with Financial Products in 2019!
Going
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9:50 AM - 10:30 AM
Introducing the NEW! Appointment/ Scheduling Tool
Going
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9:50 AM - 10:30 AM
Compliance Panel Discussion
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9:50 AM - 10:30 AM
Get Found Online!
Going
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9:50 AM - 10:30 AM
Hands on with Phoenix (Computer Lab)
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9:50 AM - 10:30 AM
Unit Economics
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9:50 AM - 11:20 AM
It Pays to Stay - Strategies for Preparer Retention (Panel and Overview)
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10:40 AM - 11:20 AM
Winning the Second Half! Panel (Late Season Strategies)
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10:40 AM - 11:20 AM
Auditing Your Office
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10:40 AM - 11:20 AM
Tech Support Updates
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10:40 AM - 11:20 AM
Refundable Credits and Form 8867
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10:40 AM - 11:20 AM
Direct Mail
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10:40 AM - 11:20 AM
Hands on with Phoenix (Computer Lab)
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10:40 AM - 11:20 AM
How Engagement Drives Profit & Growth with Bob Gappa
Going
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10:40 AM - 12:10 PM
Build a Better Business by Executing Tax Talks
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10:40 AM - 12:10 PM
Soci
Going
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10:40 AM - 12:10 PM
Dive into Phoenix: Features and Enhancements
Going
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11:30 AM - 12:10 AM
Hands on with Phoenix (Computer Lab)
Going
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11:30 AM - 12:10 PM
Unit Economics
Going
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11:30 AM - 12:10 PM
Multiplying Growth -Strategies for Multi-Unit Operators Panel
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11:30 AM - 12:10 PM
Driving Single-Unit Success Panel (Strategies for Single-Unit Operators)
Going
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11:30 AM - 12:10 PM
Become an Area Developer
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11:30 AM - 12:10 PM
Tax Content Process Discussion
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11:30 AM - 12:10 PM
ZeeNet Redesigned
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11:30 AM - 12:10 PM
Do It For Me!
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11:30 AM - 12:10 PM
Market Maps
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11:30 AM - 12:10 PM
How Engagement Drives Profit & Growth with Bob Gappa
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