Change Management Session: March 22, 12:30-2:30pm

  • Ashwani Gupta, CEB Global
  • Don Rath, Synopsys

Most organizations today are undertaking major change initiatives more frequently than ever before. The success of these enterprise changes (i.e., culture change, leadership transition, merger or acquisition, organizational restructuring, market expansion) is vital to the success of these organizations, but two-thirds of those changes fail. Faced with this massive amount of change failure, companies are under increasing pressure to make sure future changes are not only successful, but that they are also implemented quickly. The areas where change management initiatives typically fail include managing internal customers, overcoming employee resistance, and communicating change.

During this interactive session, we will discuss how progressive companies have been able to successfully address these challenges.

About CEB

CEB is a best practice insight and technology company. We have a unique view into what matters-and what works-when driving corporate performance. With more than 30 years of experience working with top companies to share, analyze, and apply proven practices, we deliver innovative solutions that help you unlock your full potential. Every year we equip over 20,000 senior leaders from more than 10,000 organizations across 110 countries with the intelligence they need to respond quickly to evolving business conditions. In doing so we help them more effectively manage their talent, customers and operations to exceed business objectives. CEB stock trades on the New York Stock Exchange (NYSE: CEB)

For more details, please email Louis Mestier at

Invitation to participate in 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 20th 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.

**For this year’s advisory board, the focus of our discussion will be on the international tax arena and on the tools and resources used by multinational enterprises to meet the challenges and opportunities involved in international tax planning in today’s environment.

TEI-ONESOURCE Advisory Board allows corporate tax professionals at Thomson Reuters to work directly with corporate tax executives.  Participants at this year’s advisory board will receive an exclusive preview of what is in store for our 2017 Direct Tax product releases.


  1. WHEN:  The Advisory Boards will meet on Wednesday morning, March 22nd, from 7:00 a.m. to 8:30 a.m. at the Grand Hyatt Hotel, Washington, D.C. 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 20th. 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 reply by 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

More Effective Collaboration Through Personality Type: March 21, 5:15 pm

Hello all,

We are excited to welcome Anne Collier, a former tax lawyer and Myers-Briggs Master Practitioner, to lead our Emerging Tax Professionals Session called More Effective Collaboration Through Personality Type (Tuesday, March  21, 5:15-6:15pm).

For the most optimal experience during the workshop, please take the assessment (steps outlined below) by COB Friday, March 17. This will only take you 20 minutes. The assessment is a fun, animated way of determining Type.

Instructions for The TypeCoach Verifier Plus:


  • Go to: (Chrome and Firefox work best)
  • Click Sign Up (top right)
  • Create a password
  • Enter the access code: QBGFMN
  • When you come back to the site, just click on Login (top right) to pick up where you left off.


  • Complete The TypeCoach Verifier
  • Download your custom report at the end of the Verifier


  • If you are experiencing challenges playing the videos, please try a different internet browser or computer.
  • You can restart and go through again up to 2 times by clicking on “verifier” and then “restart” (bottom left). Just make sure you complete it to the very end (where you download your report) so that you’ll be able to access the other tools, which are customized to your Type.

If you already have an account or have any questions, please reach out to Anne at or Cynthia Shaffer at

CPE Info

Tax Executives Institute is registered with the National
Association of State Boards of Accountancy as a sponsor of “group live” continuing professional education
on the National Registry of CPE Sponsors (registry number 103086). State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be ad- dressed to National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba. org. For more information regarding administrative policies such as complaint and refund, call TEI at 202.638.5601.

Date: TEI’s 67th Midyear Conference, March 19-22, 2017
Delivery Method: Group Live
Program Level: Overview
Field of Study: Taxes

Learning Objectives: To provide updates on legislative, regulatory, and judicial developments relating to federal, state & local, international, and Canadian taxation, as well as to analyze the effect of financial reporting developments on effective operation for corporate tax departments.

Prerequisite: None.
Advanced Preparation: No advance preparation required.
CPE Credit: Approximately 20 maximum hours

CLE Credit: Approximately 17 maximum hours

TEI’s 67th Midyear Conference is co-sponsored by TEI Education Fund, a qualified section 501(c)(3) organization.

Tax Executives Institute and TEI Education Fund accord to participants of any race, color, creed, sex, or national ethnic origin all the rights, privileges, programs, and activities generally accorded or made available to participants at its programs, courses, and other activities.

CPE/CLE requirements vary from jurisdiction to jurisdiction. TEI’s education programs are designed to meet NASBA standards, and are generally accepted by CPE/CLE agencies across the United States. Registrants should check the rules in their own jurisdictions to ensure eligibility.

Financial Aid for Illinois Licensed Attorneys

Scholarships to defray tuition expense for this program are available for in-house tax professionals (both TEI members and nonmembers) who are temporarily unemployed and who are Illinois licensed attorneys with a demonstrated financial hardship. Scholarships will be reviewed and provided upon application on a case-by-case basis. Attorneys who qualify will receive at least a 50% reduction in the conference fee (which does not include any reduction or reimbursement for meals, lodging, or travel costs associated with the conference). To request information on whether you might qualify, please contact us at