2015 Conference Agenda

Note: This is an abridged agenda. To view the full agenda including speakers and workshop descriptions, go to our CVENT page to register.

Tuesday, October  6th 8:00 am – 4:00 pm

Breakfast and Registration Opens: 8:00 am

Regional meetings: 9:00 am – 9:30 am

Welcome and awards presentation: 9:30 am to 10:30 am (including US Congressman Don Beyer – CONFIRMED)

Session 1-  10:30 am -12:00 pm

  • Workshop 1 – Affordable Care Act Survival Kit – Tara Straw

  • Workshop 2 (one time) – Schedule A, Filing Statuses, and Deductions, Oh My!

  • Workshop 3 – The Taxes Are Done, Now What?

  • Workshop 5 – Using Coaching Skills to Spark Behavioral Change

Lunch/Plenary 12:15 pm – 1:30 pm – Keynote Olivia Mellan

Session 2 – 1:45 pm – 3:15 pm

  • Workshop 1 (Repeats) – Affordable Care Act Survival Kit

  • Workshop 3 (Repeats) – The Taxes Are Done, Now What?

  • Workshop 4 (one time) – Building Programs for Clients, By Clients

  • Workshop 5 (Repeats) – Using Coaching Skills to Help Clients Meet Their Financial Goals

Conference Recap and Closing – 3:30 pm – 4:00 pm

2014 materials from Listening session: