2011 NJ Coordinators Meeting

Welcome and Thank You Our sincere thanks to each of you in leadership positions and to each of our 900+ volunteers in New Jersey for their dedication and service to the taxpayers we serve. Key personnel invited to this meeting include: – District Coordinators & Staff Personnel – Regional Coordinator – IRS – NJ Division of Taxation – AARP National Office – NJ State Management Team (SMT)

Food and Breaks Continental Breakfast There will be breaks in the morning and afternoon Lunch & dinner provides a time to make new acquaintances, new contacts and learn from others Social Hour will begin at ~5PM (cash bar) Tuesday Buffet Dinner at 6PM Tuesday Workshop following dinner

Objective The Objective for this meeting is to provide the latest information, policies and tools available to assist you in effectively communicating our message to everyone in your District, and, to provide an opportunity for you to network with other leadership personnel Equally or more important, we want to hear from you

NJ State Management Team (SMT) Vacant – State Coordinator Brian Barcelo – Training Specialist Gary Blauth – Administration Specialist Art Firman – Technology Specialist Bill Fox – Ass’t Technology Specialist (Hardware) Pat DiFilippo – Prospective Volunteer Specialist Denise Perry – IRS SPEC Liaison

Meeting Schedule DaySessionWhenWhere Tuesday AMContinental Breakfast8:30AMRenaissance Ballroom Tuesday AMAll Hands10AMRenaissance Ballroom Lunch12:30PMDayton Tuesday PMAll Hands1:30PMRenaissance Ballroom Tuesday PMParallel Sessions Part I Training Technology 3:00PM Renaissance Ballroom Kingston Tuesday 5PMSocial Hour Dinner 5PM 6PM Yogi’s Dayton Tuesday EveningWorkshop730PMRenaissance Ballroom Wednesday AMContinental Breakfast7AMRenaissance Ballroom Wednesday AMAll Hands8AMRenaissance Ballroom Wednesday AMParallel Sessions Part II Training Technology 10:45AM Renaissance Ballroom Kingston Lunch 12:15PMDayton Wednesday PMParallel Sessions Part III Training Technology 1:30PM Renaissance Ballroom Kingston Closing Comments3:30PMRenaissance Ballroom Depart4:00 PM

Tuesday November 1 st Agenda 10:00 AM Opening Remarks Brian Barcelo – Welcome & Introductions by District 10:15 AM Summary and Overview TY 2010/2011 Gary Blauth 11:15 AM Regional Director Don Spano 11:30 AM Assistant National Director Marcy Gouge 12:00 PM IRS Elizabeth Hollingsworth 12:30 PM Lunch buffet 1:30 PM Training Overview Brian Barcelo 2:15 PM Technology Overview Art Firman 3:00 PM Parallel Sessions Part I (90 minutes) Training Brian Barcelo Technology Art Firman 5:00 PM Social Hour (cash bar) & Dinner 7:30 PM Workshop(s)

Wednesday November 2nd 7:00 AM Continental breakfast 8:00 AM Recruiting, Publicity, Website Pat/Gary 9:00 AM Ordering, Expenses, Reporting, Sign-In Gary Blauth 10:00 AM NJ Can Do/Cannot Do List Joe McFadden 10:15 AM Performance and Service Awards Art/Gary 10:30 AM NJ Division of Taxation Jim Gordon 11:15 AM Parallel Sessions Part II (60 minutes) 12:15 PM Lunch buffet 1:30 PM Parallel Sessions Part III (120 minutes) 3:30 PM Closing Comments 4:00 PM Depart

Workshops Topics for Tonight – TWO as a primary training tool Used by mentors – New Jersey Web Site How to download documents and other files Links to IRS & AARP Web Sites Training Information – AARP Extranet – Where to find information – Join.Me for training and meetings Need help on a different topic – just ask

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