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Wednesday, October 24, 2007 |
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8 am - 5:00 pm |
Conference
Registration |
Ballroom Foyer |
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1:00 pm - 3:00 pm |
CAEZ Board of
Directors Quarterly Meeting |
San Joaquin Room
All CAEZ Members and
guests welcome |
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3:00 pm - 3:30 pm |
Break |
Ballroom Foyer |
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3:30 pm - 5:00 pm |
breakout #1:
EZ Jeopardy
(interactive
approach to identifying and discussing the various
components of EZs) |
Magnolia Room
Moderator: Brad Satterwhite
Ron Stumpf, Elliott, Lewis, Lieber & Stumpf, CPAs |
breakout #2:
Tricks of the Trade |
Ginko Room
Moderator: Mary Cervantes
Paul Di Tomaso
CEON |
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6:30 pm - 8:30 pm |
Reception
"A Taste of Stanislaus" |
Gallo Arts Center |
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Thursday, October 25, 2007 |
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8:00 am - 5:00 pm |
Conference
Registration |
Ballroom Foyer |
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7:30 am - 8:15 am |
Continental Breakfast
Roundtable Networking |
Grand Ballroom |
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8:30 am - 9:15 am |
Opening Session
Welcoming Remarks |
Arbor Theater
Bill O'Brien, Chair, Stanislaus
Board of Supervisors
Lydia Moreno, President, CAEZ
Doug Sweetland, Conference Host |
Presentation:
Economic Development and Workforce Working Together |
The Alliance
Bill Bassitt, CEO |
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9:15 am - 10:30 am |
General Session:
CAEZ - Legislative Issues
(current legislation
impacting the EZ program; learn about new proposed bills
and regulations) |
Arbor Theater
Moderator: Tonya Dowse and Lina German
Panel:
Toni Symonds, Wayne Schell, and Mark Stivers |
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10:30 am - 10:45 am |
Break |
Ballroom Foyer |
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Concurrent Breakout
Sessions: |
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10:45 am - 12:15 pm |
breakout #1:
EZ 101 - The Basics
(learn the basics . . .
along with the "do's and don'ts" that will help you be a
better zone manger) |
Magnolia Room
Moderator: Gary Buse
Kathy Robles and Wendy Clements |
breakout #2:
Marketing in a Crowded Market
(How to effectively
market your zone and stand out from the competition;
learn about other effective programs) |
Ginko Room
Moderator: Linda Wammack
Audrey Taylor, Chabin Concepts |
breakout #3:
Franchise Tax Board
(Issues from the
perspective of the FTB that could affect returns and
data presented for credit by your local firms;
discussion of those "gray areas" that so many firms
experience when filing tax returns) |
Ash Room
Moderator: Cindy Trobitz-Thomas
Jeanne Harriman and FTB Staff |
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12:30 pm - 1:45 pm |
Lunch
Interaction Exercise
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Grand Ballroom
Lydia Moreno, President CAEZ, MC
Gary Buse and Cindy Trobitz-Thomas |
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2:00 pm - 3:30 pm |
General Session:
HCD Update
(Update on vouchering
regulations, the new zone application process, and other
issues regarding the implementation and running of your
zone) |
Arbor Theater
Moderators: Susan Laputz and
Kathy Robles
Frank Luera and HCD Staff |
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3:30 am - 3:45 am |
Break |
Ballroom Foyer |
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3:45 pm - 5:00 pm |
General Session:
Other Programs for Your EZ Toolbox
(Other programs to benefit
and assist your local firms in becoming more competitive
and successful) |
Arbor Theater
Moderator: Yolanda Lee
Panel:
Charles Lundberg, Elizabeth Baker,
and Ray McDonald |
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5:00 pm - 6:00 pm |
LAMBRA Managers Meeting |
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5:30 pm - 7:00 pm |
Reception
Hosted by RSM McGladerey
and CAEZ
Raffle Drawings |
Grand Ballroom |
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Friday, October 26, 2007 |
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7:30 am - 8:30 am |
Continental Breakfast |
Ballroom III, IV, V |
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8:30 am - 10:00 am |
Closing Session:
Conference Wrap-Up
General comments, Questions
(an opportunity to
ask those questions that were not addressed during the
conference; an informal gathering to discuss any aspect
of the EZ program) |
Ballroom III, IV, V
Moderators: Lydia Moreno and Kathy Robles
Panel:
Frank Luera, HCD
Jeanne Harriman , FTB |