NASBA Supervisor Training

PASBA National Training Meeting September 21, 2012| Philadelphia, PA

Supervisor/Manager Training

AGENDA

7:30 – 8:30 Breakfast

8:30 – 9:50 Break-out Sessions (Two sessions will run simultaneously. Choose the one that meets your needs the best.)

What is my Job Description? – Beginners & New to PASBA Model

Strategic Review – Year Round Tax Planning

9:50 – 10:10 Morning Break

10:10 – 11:30 Break-out Session

Client/Customer Service (Manager Joint Session)

11:30 – 12:30 Lunch

12:30 – 1:50 Break-out Sessions

Initial Client Strategy Session/Client Training Part I

Manager Goals & Deadlines

1:50 – 2:05 Afternoon Break

2:05 – 3:25 Break-out Sessions

New Client Procedures/Client Training Part II

Measuring your Success – Keys to Tracking & Reporting

3:25 – 3:45 Afternoon Break

3:45 – 5:00 Manager Roundtable Discussion Open session to ask questions and discuss topics presented. Bring your questions and ideas to share with your peers.