One of my primary goals as TEI’s international president has been to establish a clear, long-term strategic plan for the Institute. This effort began with a comprehensive member survey designed to gather candid feedback and insights from across our membership. In addition, we engaged McKinley Advisors to guide us through this process. McKinley specializes in the nonprofit sector and brings deep expertise in best practices related to organizational effectiveness and internal governance.
- We have now announced the five strategic goals that will guide TEI over the coming years. To ensure that these priorities reflect our members’ needs and perspectives, we hosted four town halls to gather input, facilitate dialogue, and solicit suggestions.
- Aligned and agile—strengthen TEI’s structures, collaboration across chapters, regions, and the Institute, and leadership pipelines to ensure TEI and its leaders operate as one coordinated, agile organization.
- High-quality, accessible, and connected experience—provide a seamless, modern TEI experience with strong, complementary roles, intuitive platforms, and consistent engagement across all levels.
- Globally impactful, locally responsible—strengthen TEI’s global presence by informing, connecting, and representing the in-house tax community worldwide.
- Distinctive, member-driven value—deliver distinctive, experience-based learning and insights that demonstrate TEI’s unique value in developing in-house tax professionals.
- Future-ready membership community—build a thriving, multigenerational membership with clear pathways and equitable opportunities for learning across TEI.
TEI Educational Programs
Education, advocacy, and networking are the three foundational pillars of TEI. In 2026, TEI will continue to deliver a robust and diverse portfolio of educational programs designed to meet the evolving needs of in-house tax professionals at every stage of their careers. Here are some of the many opportunities available to our members in the coming year.
National Conferences
TEI hosts two premier national conferences annually, each providing high-quality technical programming, timely policy insights, and unparalleled opportunities for professional connection:
- 2026 Midyear Conference: March 15–18, Washington, D.C.
- 2026 Annual Conference: October 18–21, Nashville, Tennessee
Regional Conferences
Seven TEI regions host conferences throughout the year, offering members additional opportunities for focused learning and networking. All TEI members are welcome to attend any regional conference, regardless of geographic location:
- Region 1 Conference: May 3–6, Ottawa, Ontario
- Region 2 Conference: June 1–2, Atlantic City, New Jersey
- Regions 4 and 5 Conference: May 20–22, Huron, Ohio
- Region 8 Conference: June 10–14, Hilton Head, South Carolina
- Region 9 Conference: May 19–20, Monterey, California
- Region 10 Conference: May 5–7, Newport Beach, California
Institute Courses and Seminars
In addition to national and regional conferences, TEI offers a wide range of technical tax seminars and courses throughout the year, tailored to experience levels and areas of specialization:
- Federal Tax Course – Level 2: February 3–March 12, Virtual
- SALT Essentials Course: March 24–May 21, Virtual
- Tax Technology Seminar: April 27–30, Las Vegas, Nevada
- Federal Tax Course – Level 1: April 27–May 1, Seattle, Washington
- US International Tax Course: August 3–7, Seattle, Washington
- Audits & Appeals Seminar: September 8–10, Tysons, Virginia
Please do not hesitate to contact me with your ideas, feedback, and suggestions to help make TEI an even stronger organization. Together, we will continue to strengthen the Institute’s proud tradition of education, networking, and advocacy.
Warm regards,
Walter B. Doggett III
TEI International President
