Special Meal Requests

While TEI and the Grand Hyatt will do our best to accommodate dietary requirements for luncheons at the conference, we cannot guarantee that we will be able to meet all of your needs. We encourage you to identify your needs by checking off an option below. If you have already communicated your requirements to us on your registration form or by emailing us, there is no need to reply to this email.

Everyone who identifies their requirements will receive a personalized ticket in their registration packet, which should be presented to your server.


Please choose one only
Please choose one only

Emerging Tax Professionals Session

“Embrace and Improve Your Leadership Style w/ Anne Collier”
Tuesday, March 26, 2018, 4:30 – 5:30 p.m.

Do you lead, manage, or collaborate? If so, this session is definitely for you. Learn whether you are an Asserter, Achiever, or Affirmer and, more importantly, what those categories mean for your everyday leadership style and your style under stress.

Learn the nine attributes of “actualized” leaders, people who effectively manage their stress, are more resilient, less reactive and have more willing followers.  And, learn how you can improve your score on each of the nine attributes to become more self-actualized.

Complete the free short form, Actualized Leader Profile at http://alpfree.com; it only takes a minute! only takes a minute!

CTO Breakfast Briefing

Tuesday, March 27th, 7:00 – 8:00 a.m.

Ambassador John Veroneau has held senior positions in the Office of the United States Trade Representative, the Department of Defense and the U.S. Congress, and has served in both Democratic and Republican administrations. A recognized international trade expert, Ambassador Veroneau has worked on a broad range of matters, including negotiating trade and investment agreements, initiating and defending World Trade Organization (WTO) disputes, and assisting U.S. businesses address foreign trade barriers. He is currently a Washington, D.C.-based partner in the International Trade Practice group of Covington & Burling LLP (www.cov.com). Join us to hear Ambassador Veroneau clarify the complex lexicon of international trade, explore the current “state of play,” as well as evaluate its potential impact on the tax business community around the world.

If you are the CTO (or senior-most tax executive) at your company, we would be delighted to welcome you to TEI’s CTO Breakfast Briefing.

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


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 (edicker@tei.org).

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


CPE/CLE Information

Prerequisites:  None
Advanced Preparation: No advanced preparation required.

960 minutes possible.

CPE Credits possible: Approx. 19

CLE Credits possible:
Approx. 16 based on a 60-minute hour
Approx. 19 based on a 50-minute hour