Please complete an evaluation form for each 2009 NTPI session you attended. All NTPI sessions are listed below, with the general and plenary sessions first and then ordered by Level and day. Simply click on the session title to launch the evaluation form. Please complete a survey for each session you attended. Thank you, in advance, for sharing your opinion with us!
General Survey
Please tell us your overall opinion of NTPI.
Sunday Plenary Session
Speakers: Fred Schindler, Director, Collection Policy, IRS Small Business/Self Employed Division
Sunday, August 9, 2009 5:30-6:30p
1 CPE
Monday Plenary Session
Speaker: Karen Hawkins, Director, IRS Office of Professional Responsibility (OPR)
Monday, August 10, 2009 5:30-7:30p
2 CPE
LEVEL I
Sunday Sessions, August 9, 2009
Overview of Representation
Speaker: Sandra A. Peterson, CPA
Sunday, August 9, 2009 8:00-10:50a
Level I – 3 CPE
Communicating with the IRS
Speaker: L.G. Brooks, EA
Sunday, August 9, 2009 10:50-2:40p
Level I – 3 CPE
Introduction to Collections
Speaker: Andrew Okapal, EA
Sunday, August 9, 2009 3:00-4:40p
Level I – 2 CPE
Monday Sessions, August 10, 2009
Introduction to Exam
Speaker: Sherrill Gregory, MBA, MST, EA, USTCP
Monday, August 10, 2009 8:00-10:50a
Level I – 3 CPE
Engagement Letters
Speaker: LG Brooks, EA
Monday, August 10, 2009 10:50-11:40a
Level I – 1 CPE
E-Services
Speaker: Helen O’Planick, EA
Monday, August 10, 2009 1:00-2:40p
Level I – 2 CPE
Introduction to Criminal Investigation
Speaker: Theodore A. Sinars, JD
Monday, August 10, 2009 3:00-4:40p
Level I – 2 CPE
Tuesday Sessions, August 11, 2009
Non-Filers
Speaker: Sherrill Gregory, MBA, MST, EA, USTCP
Tuesday, August 11, 2009 8:00-9:40a
Level I – 2 CPE
Introduction to Appeals
Speaker: Sherrill Gregory, MBA, MST, EA, USTCP; David Robison, EA
Tuesday, August 11, 2009 10:00-1:50p
Level I – 3 CPE
Voluntary Collections
Speaker: Howard Levy, Esq.
Tuesday, August 11, 2009 1:50-4:40p
Level I – 3 CPE
LEVEL II
Sunday - Tuesday Sessions, August 9 - 11, 2009
Representation Workshop
Level II – 24 CPE
Speaker: Cathy Clow, EA
Speaker: Bert Hartmann, EA
Speaker: Don Rosenberg, EA
Speaker: Cheryl Sheil, EA, GFA, MS, MBA
Speaker: Craig C. Smith, EA, USTCP
Speaker: Nadine Smith, EA
Speaker: Linda Wegge, EA, ATA, ATP
Speaker: Marc Dombrowski, EA
LEVEL III
Sunday Sessions, August 9, 2009
Ethics
Speaker: L.G. Brooks, EA
Sunday, August 9, 2009 8:00-9:40a
Level III – 2 CPE
Outer Limits
Speaker: Theodore A. Sinars, JD
Sunday, August 9, 2009 10:00-11:40a
Level III – 2 CPE
IRS Authority to Investigate
Speaker: Sandra A. Peterson, CPA
Sunday, August 9, 2009 1:00-2:40p
Level III – 2 CPE
Correcting Bad Actions of Clients
Speaker: Theodore A. Sinars, JD
Sunday, August 9, 2009 3:00-4:40p
Level III – 2 CPE
Monday Sessions, August 10, 2009
Appeals
Speaker: Theodore A. Sinars, JD
Monday, August 10, 2009 8:00-11:40a
Level III – 4 CPE
Bankruptcy
Speaker: Howard Levy, Esq.
Monday, August 10, 2009 1:00-2:40p
Level III – 2 CPE
Reconstruction of Income & Exp.
Speaker: Sandra A. Peterson, CPA
Monday, August 10, 2009 3:00-4:40p
Level III – 2 CPE
Tuesday Sessions, August 11, 2009
Trust Fund Recovery Penalty
Speaker: Howard Levy, Esq.
Tuesday, August 11, 2009 8:00-9:40a
Level III – 2 CPE
Statute of Limitations
Speaker: L.G. Brooks, EA
Tuesday, August 11, 2009 10:00-11:40a
Level III – 2 CPE
Advanced Collections
Speaker: Andrew Okapal, EA
Tuesday, August 11, 2009 1:00-4:40p
Level III – 4 CPE