<p> PASBA National Training Meeting September 21, 2012| Philadelphia, PA</p><p>Supervisor/Manager Training</p><p>AGENDA</p><p>7:30 – 8:30 Breakfast</p><p>8:30 – 9:50 Break-out Sessions (Two sessions will run simultaneously. Choose the one that meets your needs the best.)</p><p>What is my Job Description? – Beginners & New to PASBA Model</p><p>Strategic Review – Year Round Tax Planning</p><p>9:50 – 10:10 Morning Break</p><p>10:10 – 11:30 Break-out Session</p><p>Client/Customer Service (Manager Joint Session)</p><p>11:30 – 12:30 Lunch</p><p>12:30 – 1:50 Break-out Sessions </p><p>Initial Client Strategy Session/Client Training Part I</p><p>Manager Goals & Deadlines</p><p>1:50 – 2:05 Afternoon Break</p><p>2:05 – 3:25 Break-out Sessions</p><p>New Client Procedures/Client Training Part II</p><p>Measuring your Success – Keys to Tracking & Reporting</p><p>3:25 – 3:45 Afternoon Break</p><p>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. </p>