Thomson Reuters Advisory Boards

I am writing to invite you to participate in one of two Advisory Boards that TEI conducts in conjunction with the Tax & Accounting business of Thomson Reuters.


For over a decade, Thomson Reuters has been TEI’s exclusive affinity partner, a program that has yielded discounts on a range of tax research products and services for members and royalties for the Institute (which has allowed TEI to keep dues and registration fees low).

As part of this affinity partner relationship, we created the Checkpoint & ONESOURCE Advisory Board meetings which provide the opportunity for TEI members to offer comments on current developments affecting tax departments and potential products/enhancements. Listed below are the missions of the two boards, plus a few details about the upcoming meetings of the advisory boards at the Midyear Conference. Please let us know by Monday, March 19th if you are interested in participating.


TEI-Checkpoint Advisory Board allows corporate tax professionals at Thomson Reuters to review current developments as well as potential new products and enhancements to better serve the needs of corporate tax departments. This year’s advisory board will focus on the strategy for Checkpoint coverage and guidance on Tax Reform, including specialist topics and tools to support preparation, planning and compliance workflows.

TEI-ONESOURCE Advisory Board allows corporate tax professionals at Thomson Reuters to work directly with corporate tax executives. This year’s advisory board will focus on tax reform, and how to adjust business processes in light of legislative changes. We will showcase a number of Thomson Reuters’ technology modules that will streamline process changes and deliver business insights.


  1. WHEN: The Advisory Boards will meet on Wednesday morning, March 28th, from 7:00 a.m. to 8:30 a.m. at the Grand Hyatt Washington DC. A full breakfast will be served.
  2. WHO & HOW MANY: Under the guidelines adopted by TEI and Thomson Reuters the size of each Advisory Board is limited to between 20 and 25 members, and TEI has a responsibility to ensure the diversity of the group in terms of geographic areas, industries, and subject matter and functional interests). There is NO requirement that members be customers of Thomson Reuters, though there is an expectation that at least 50 percent of all members be customers (to permit feedback on how well Thomson Reuters is meeting corporate tax department needs). Thomson Reuters reserves the right to exclude particular members (e.g., someone who works for a competitor), but no individual will be unreasonably denied membership on the Advisory Board.
  3. RSVP: Responses are requested by Monday, March 19th. In your message, please identify your company, industry, and contact information; whether you are a current or former user of Checkpoint or ONESOURCE products or services; and any special interests you may have in respect of the Advisory Board’s work.

QUESTIONS: Please call me on 202.464.8354, or email (

Thank you for your consideration.

Eli J. Dicker
Executive Director
Tax Executives Institute, Inc.
1200 G Street, NW, Suite 300
Washington, D.C. 20005
Tel 202.464.8354
Fax 202.638.5607
Cell 301.367.6874


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