Day One Thursday, September 4, 2008

Registration Opens: 8 am

Welcome: 10:00 am- 10:55 am

Session 1: 10:35 am -11:50 pm

• Workshop A- Nuts and Bolts: Community Tax Prep 101
• Workshop B- Sustainability: Creating a New Generation of Advocates
• Workshop C- Beyond Tax Prep: Linking Public and Private Benefits To Economic Success

Keynote: 12:00 pm - 12:45 pm

Roundtable discussions: 1:35-2:35 pm

• Customer Service
• Marketing and Outreach
• Quality Review Issues
• Funders Only

Session 2: 2:45-4:00 pm

• Workshop D- Beyond Tax Prep: The Color of Wealth
• Workshop E- Nuts and Bolts: Community Tax Prep 102
• Workshop F- Nuts and Bolts: Volunteer Coordination

Regional Planning Meeting: 4:00-5:15 pm

Day Two Friday, September 5, 2008

Breakfast: 8:00-9:00 am

Plenary Session: 9:00- 10:00 am

Exposing the Wealth Gap: Brookings Institute, Federal Reserve Bank, and Associated Black Charities

Session 3: 10:05 -11:20 am

• Workshop G- Nuts and Bolts: Community Tax Preparation with Individual Taxpayer Identification Numbers (ITINs)
• Workshop H- Sustainability: Sustainability through Funding & Planning
• Workshop I- Beyond Tax Prep: Building Successful Partnerships Between Financial Institutions and Tax Preparation Coalition

Session 4: 11:30-12:45 am

• Workshop J- Beyond Tax Prep: Innovative Financial Products for Working Families
• Workshop K- Nuts and Bolts: Engaging Education Institutions in Free Tax Preparation
• Workshop L- Sustainability: Using Research and Data on the Earned Income Tax Credit to Inform Our Work

Lunch: 12:45 am

SPEC Planning Meeting (Invite Only): 1:15-3:15 pm