President’s Letter

2023 Is Looking Good

Happy new year! And speaking of 2023, I’m happy to announce that registration is open for several significant events. 2023 Mergers & Acquisition Seminar, Nashville, February 6–7: We’re excited to offer this seminar for the first time since the start of the pandemic. This meeting will survey mergers and acquisitions… Read more »

Reconnecting at TEI’s Annual Conference

I am very excited about TEI’s 77th Annual Conference, as well as the host of other events we are planning for the year. First, it was so rewarding and energizing to spend time and reconnect with TEI’s members, speakers, and sponsors in Scottsdale, Arizona. The Annual Conference offered more than… Read more »

Designing the Future TEI

I am honored to be serving you as your international president for the 2022–2023 fiscal year. I have been a member of TEI and part of the Executive Committee for many years, and TEI has played a significant role in my professional career. I’m very proud to be part of… Read more »

See You Later

This is my last letter to you as TEI’s international president. It has been my privilege to lead this incredible organization for the 2021–2022 fiscal year. I want to thank TEI members, staff, sponsors, and officers for their support during my tenure. I am writing this letter in May, since… Read more »

Celebrating Our 72nd Midyear Conference Success

We hoped that our Midyear Conference would be a huge success this year, and we were certainly not disappointed. In fact, the quality of the content and the attendance numbers exceeded our expectations. Limited space prevents me from enumerating all the fantastic plenary and breakout sessions at the meeting, but… Read more »

Celebrating Our Early 2022 Successes

We’re just a few months into 2022, but already we’ve had some terrific successes I want to tell you about. Midyear Conference First, as you read this, we’re on the verge of holding our second major hybrid event, TEI’s 72nd Midyear Conference, themed Tax Reform Redux—Seizing Opportunities and Mitigating Risks.… Read more »

Looking Ahead to 2022—With Excitement

Happy New Year! As we begin what we expect will be another exciting year for TEI, its members, sponsors, and partners, let’s take a quick look back on 2021, which was very challenging—and very rewarding. It was thrilling to return to in-person meetings in 2021, with many of our chapters… Read more »

Embracing the Certainty of Change

Wow! We’ve just returned from our 76th Annual Conference at the Omni Orlando Resort at ChampionsGate in Florida. What a special meeting! Actually, our Annual Conferences are all special, but perhaps none more so than this one—our first fully hybrid Annual Conference with hundreds of members participating virtually or in… Read more »

Setting Goals

It is truly an honor to serve the members of the Institute and now to be elected your 2021–2022 TEI international president. Being international president does not just get you an extra cookie during conference breaks (although that would be nice) but something much more important—a chance to interact with… Read more »

A Year of Transformation & Strategic Focus

It has been an honor to lead the Institute this past year as TEI’s international president. I am proud of all the work we have accomplished in challenging circumstances. This year can be characterized by two notable developments: immediate, transformative change and a laser focus on the future strategic direction… Read more »