2019.10.22 — EKS Regional Conference

Can’t attend the conference in-person? No worries! You can call-in to the presentations you want to listen to:

Topic: EKS Conference Livestream
Time: Oct 22, 2019 10:00 AM Pacific Time (US and Canada)
Join via Zoom: https://uwba.zoom.us/j/365918484
Dial-in: 1-669-900-6833 (Meeting ID: 365 918 484)

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Here is the rough agenda:

9 am – 9:45 am – Registration and Breakfast

9:45 am – Welcome (Kelly Batson, Vice President of Community Impact, UWBA)

10 am – Updates from the CA FTB (Shawntae Taylor, CA Franchise Tax Board)

10:30 am – Updates from the IRS (IRS SPEC)

11 am – 2020 Census (Stephanie Kim, Senior Director of Census 2020, UWBA)

11:20 am – Update from CBPC (Sara Kimberlin, Senior Policy Analyst, California Budget and Policy Center)

12:00 pm – Lunch

12:45 pm – Welcome back (Colleen Smallfield, Director of Earn It Keep It Save It, UWBA)

1:00 pm – CFR Card Overview (Parisa Esmaili, Director of Partners at Community Financial Resources)

1:15 pm – Breakout discussions

  • DIY Taxes (formerly known as FSA) – Gezche Graves (Program Manager of Earn It Keep It Save It, UWBA) & Magesh Jayapandian (Site Coordinator at Sacred Heart Community Service)
  • Volunteer Mastermind – Colleen Smallfield (Director of Earn It Keep It Save It, UWBA)
  • New Site Coordinator Meetup – IRS SPEC

2:15 pm – TaxSlayer Updates (IRS SPEC)

2:45 pm – Wrap-up (Colleen Smallfield, Director of Earn It Keep It Save It, UWBA)

3 pm – Materials distribution

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