2022 Region 9 Virtual Conference

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When:  May 11, 2022 from 14:00 to 16:30 (PT)

Associated with  2022 Region 9 Conference

It has been over 2 years since our last TEI regional meeting.  We would like to get the region together for a couple hours of virtual CPE and social interaction.


Here is your opportunity to virtually attend the 2022 TEI Regional Conference on Wednesday, May 11th, 2-4:30 pm.  The conference is hosted by PwC and the cost is $25 per member/$50 per non-member.  In addition, you will receive 4 half pints of ice cream 😉


Below is the agenda & link to registration:


  • Chapter Leadership Introductions (25 minutes)
    • Kristy West, Bristol Bay Native Corporation (Alaska)
    • Marc Davidson, Starbucks (Seattle)
    • Ana MendezDarby, Arch Capital (San Francisco)
    • Daniel Smith, Google (Silicon Valley)
    • Suzanne Willson, Weir Group (Portland)
  • Chapter Leadership Roundtable moderated by Dallas Dolen, PwC (35 minutes)
  • Interactive Breakout Sessions (60 minutes):
    • Federal/State led by Louis Mestier, Cook Inlet & Tiffany Chu, PwC
      • Topics include: Section 174 capitalization, IRS exam activity, state activity, & tax function evolution
    • M&A led by Cassie Calvert, Fortive & Rob Black, PwC
      • Topics include: Status of M&A market, public-to-public acquisitions and Sec. 304, effects of BBB on M&A, & other hot topics
    • Controversy led by Kelvin Ramirez, Informatica & Gloria Sullivan, PwC (former LB&I Executive)
      • Topics include: Best practices & success stories, IRS audit tips, R&D credit, transition tax, employment tax audits, global mobility, & other hot topics
    • Tax Reporting led by Chris Anderson, Meta & Andrea Peretz, PwC
      • Topics include: Tax accounting considerations for Pillar 2, capitalized R&D, & legislative and regulatory outlook for 2022
    • International led by Scott Rice, Columbia Sportsmen & Julia Fang, PwC
      • Topics include: Foreign tax creditability, foreign tax redetermination, Pillar 2, & Treas. Reg. Sec. 1.861-20(d) rules
  • Ice Cream Social (30 minutes)


Please be sure to register as soon as possible so you receive your ice cream shipment prior to the event.


Thanks for your membership.


Stephen Dunphy

TEI RVP, Region 9


Online Instructions:

Url: http://TBD

For more information visit the TEI events page: https://www.tei.org/events-education/events