Basic - Year 1

General Notes:

-Please visit the FAQ tab above for important information on parking, the hotel, dress code, wifi and more.

-Links to the Basic - Year 1 Materials are provided below.

Please note: materials will not be printed prior to school.

-We strongly encourage you to bring a laptop, or your device of choice, in order to download the materials and use during the week. We strongly suggest you download the materials to your DESKTOP. If you wish to print, please do so prior to arriving.

Please note that while some instructors will make minor changes to their materials prior to school, this is the version that has been provided to us. You may need to make notes of changes during class.

Monday

October 20

*Please read the FAQ and Hotel & Location tab for addresses*

Students should plan to eat lunch before arriving at Truist. Refreshments are available upon arrival. You must have your ID with you to enter the Truist building.

12:00 pm • Registration Desk Opens

Please pick up your badge at the registration desk. You can then drop off your bag in your classroom.

12:30 pm • Opening Remarks in the Auditorium

1:00 pm - 5:00 pm • Tax Return Analysis for Individuals

Instructor: Andy Nenni

5:30 pm - 7:00 pm • Welcome Reception at the hotel

Embassy Suites

Location: Atrium

Complimentary Hors D’oeuvres.

Use your hotel drink tickets for beverages.

Please plan to attend the Welcome Reception! We encourage 100% attendance. This reception is included in your tuition and is a great opportunity to get to know your classmates.

Tuesday

October 21

8:30 am - 10:15 am / 10:30 am - 12:15 pm • Tax Return Analysis for Business Instructor: Andy Nenni

Bennett Study

Bob Study

Presentation

Carolina Medical Case Study

1:00 pm - 2:45 pm • Framework for Credit Structuring Instructor: Lacy Cross

PowerPoint Download materials in advance. No prior review is necessary.

3:00 pm - 5:00 pm • Selling Skills Instructor: Teresa Midgett

Teresa Midgett Presentation

Wednesday,