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