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San Francisco Chapter Tax Executives Institute

Wednesday, February 22, 2017 from 8:00 AM to 2:00 PM (PST)

Ticket Information

Ticket Type Sales End Price Fee Quantity
Guest Registration-$120 Ended $120.00 $0.00
TEI Member Late Registration-$90
Late Registration TEI membership $60 discount. Enter TEI id# under promo code. (Your TEI id# can be accessed by name in your chapter website under chapter roster at
2d 11h 57m $150.00 $0.00
Guest Late Registration-$150 2d 11h 57m $150.00 $0.00

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Event Details

Wednesday, February 22, 2017


Golden Gate University

536 Mission Street

Room 5208

San Francisco, CA 94105




7:45-8:30 a.m.               Registration/Breakfast


8:30-10:00 a.m.          Update on LB&I Organization and Operations


10:00-10:45 a.m.        Panel Q&A on Organization, Examination Best Practices and Areas for Improvement


10:45- 11:00 a.m.       Break


11:00-12:00 p.m.        Update on Cross Border and Transfer Pricing Activities, CbC Reporting, and Other International Tax Updates


12:00-12:15p.m.         TEI-SF Scholarship Awards


12:15- 2:00 p.m.         Lunch




Large Business & International Division- IRS

  • ·       Kimberly Edwards, Director, Western Compliance Practice Area 
  • ·       Sharon Porter,  Director  Treaty and Transfer Pricing Operations
  • ·       Jolanta Sander, Director, Field Operations West, Cross Borders Activities
  • ·       Gloria Sullivan, Director, Financial Institutions and Products



  • ·       Larry Langdon,           Partner, Tax Controversy & Transfer Pricing,  Mayer Brown LLP, Palo Alto
  • ·       Jean Pawlow, Partner, Tax Controversy, McDemott, Will, & Emery, Washington D.C.

The San Francisco Chapter of TEI has been approved by the State Bar of California to provide continuing legal education (CLE) credits.  This specific program is scheduled to provide 3.0 hours of CLE credits based on 60 minute hours.  In addition, the Chapter follows the continuing professional education (CPE) guidelines specified in the California Chapter of Accountancy Regulations. Based on 50 minute hours, this specific program is scheduled to provide 3.5 hours of general CPE credits.

Upcoming Events:

·        March 22, 2016- State Tax Developments- Morrison & Foerster


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When & Where

Golden Gate University
536 Mission Street
Room 5208
San Francisco, CA 94105

Wednesday, February 22, 2017 from 8:00 AM to 2:00 PM (PST)

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San Francisco Chapter Tax Executives Institute

Tax Executives Institute is the preeminent association of in-house tax professionals worldwide. Our members are business executives who are responsible for taxation matters on an administrative or policy-making level, or whose work is otherwise primarily concerned with the challenges of business taxation. TEI members are accountants, lawyers, and other corporate and business employees who are responsible for the tax affairs of their employers in an executive, administrative, or managerial capacity.

TEI was founded in 1944 by a group of 15 prominent corporate tax executives in New York City. Today the institute has nearly 7,000 members, aligned in 55 separate chapters, and representing over 3,000 leading businesses in the United States, Canada, Europe, and Asia.

Tax Executives Institute is dedicated to the development of sound tax policy, compliance with and uniform enforcement of tax laws, and minimization of administration and compliance costs to the benefit of both government and taxpayers. These goals can be attained only through the members’ voluntary actions and their adherence to the highest standards of professional competence and integrity.


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