CA-2 State Webinar
April 22, 2017
Tax Year 2016
Susan Millsap
CA-2 State Coordinator
Today’s Agenda
● SMT Members
− Discuss any actions still needing to be completed
regarding the season just past.
● Round Robin
− Share the good experiences from the Tax Season we
have just finished.
− Discuss challenges we faced and suggestions for
improvement in future seasons.
− Prospective Volunteer Management
− Future WebEx Meetings
● Susan
− Talk about staffing and scheduling for next season.
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CA-2 State Webinar
April 22, 2017
Tax Year 2016
Edison Paw
CA2 Technology Specialist
End of Year Reminders
● Graceworkz will close April 30. If
there is any equipment that needs
repaired or replaced, please open a
ticket ASAP.
● Any equipment that was replaced
by Gracworkz, make sure that it’s
returned using the return label.
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CA-2 State Webinar
April 22, 2017
District Coordinators
Round Robin
● Share the good experiences from the Tax
Season we have just finished.
● Discuss challenges we faced and
suggestions for improvement in future
seasons.
● Prospective Volunteer Management-Portal
● Future WebEx Meetings
● Staffing Outlook for your District
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CA-2 State Webinar
April 22, 2017
Tax Year 2016
Jay Wiedwald
CA-2 Training Specialist
CA-2 State Webinar
April 22, 2017
Tax Year 2016
Suvarna Joglekar
CA-2 Administration Specialist
CA-2 State Webinar
April 22, 2017-Out Today
Tax Year 2016
Peter Catalano
CA-2 Partnership and
Communications Specialist
Susan
● Staffing for Next Season
− Contacting prospects for SMT
− Let me know as soon as possible if there are new
prospects for your District Management Teams.
● Considering having State Meeting week of
October 16 or 23.
− Please let me know if either works for you.
● Propose next Webinar week of September 25th
− Topics for Regional Meeting October 3-5
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