Contact Us

Submit a CPE complaintSend us website/service feedbackTax Executives Institute

1200 G Street NW, Suite 300
Washington, D.C. 20005
202.638.5601 (p) 202.638.5607 (fax)


General Questions: [email protected]
Membership Questions: [email protected]
Meetings Questions: [email protected]
Need Website Help? Call: 1 (888) 999-1963

FB_icon.png LinkedIn_icon.png twitter_logo.png Youtube_icon.png

 


MataPilar-56021-0800_low res.jpgPilar Mata is Executive Director for Tax Executives Institute, the pre-eminent global association of in-house tax professionals, comprised of nearly 7,000 members from 3,000 of the largest companies in North America, Europe, Latin America, and Asia. Pilar is responsible for leading TEI’s professional staff, guiding and implementing its agenda in consultation with TEI’s International President, Executive Committee, and Board of Directors, and interacting with TEI’s chapters, committees, government relations, and other constituents.

Pilar joined TEI as Tax Counsel in 2015, when she supported TEI’s State and Local Tax, European Indirect Tax, and Canadian Commodity Tax Committees in their advocacy and educational efforts on behalf of the Institute. She was elevated to TEI’s Director of Operations in December 2020, when she assumed responsibility for TEI’s day-to-day operations and led the Institute’s team of professionals.

Before joining TEI, Pilar provided her clients with strategic advice on state and local tax matters and represented them in controversy matters at the audit, administrative, trial, and appellate levels at Sutherland Asbill & Brennan LLP (2009-2015) and Morrison & Foester LLP (2000-2009). Pilar earned her J.D. from the University of California at Berkeley School of Law, her M.S. in Finance from San Diego State University, and her B.B.A. from the University of San Diego. She is a frequent author and speaker, and holds positions on the Advisory Board for NYU’s Institute on State and Local Taxation and New York State’s Tax Appeals Tribunal Advisory Panel. State Tax Notes recognized Pilar in 2017 for her work on the partnership audit rules project.

Contact
Pilar Mata
Executive Director
202.464.8346
[email protected]

Administration

Administration (Director, Bookkeeper, and Accounts Receivable Coordinator) – Responsible for the day-to-day administrative operations at Institute headquarters including management of office (which includes processing TEI’s lockbox, postage meter, ordering supplies, processing mail and fax messages, and maintaining copier with IT department), personnel, budget, and accounting functions. The Bookkeeper processes payments for vendor invoices, maintains chapter financial balances, processes 1099s, and maintains bank reconciliations. The Accounts Receivable Coordinator processes payments (dues, sponsorships, subscriptions, etc.), invoices, and subscriptions to Tax Executive and manages TEI’s “gift collection.”

debbiegiesey2_0.jpgDebbie Giesey has worked for TEI since October 1984. She oversees day-to-day administrative operations at TEI headquarters, including personnel, budget and accounting. She is from Ligonier, which is a small town in southwestern Pennsylvania approximately 50 miles southeast of Pittsburgh. 

Contact
Debbie Giesey
Director of Administration
202.464.8350
[email protected]


TheresaFord.jpgTheresa Ford joined TEI in 2013 as a Central Transaction Processor. She works with the accounting department to ensure accuracy, efficiency and timeliness of financial batches and invoices and handles all payments for the organizations.

Theresa has worked in the accounting field for the past 14 years. She previously worked for a nonprofit organization in Washington, D.C., as an Accounting Assistant for 6 years. While there, she handled all of the accounts receivable tasks for the organization.

Theresa has a bachelor’s degree in Business Management and a master's degree in Human Resource Management from University of Maryland University College.

Contact
Theresa Ford
Accounts Receivable Coordinator
202.464.8358
[email protected]

 

Conference Planning

Responsible for planning and coordinating conferences, courses, seminars, and governance meetings, including planning and on-site management. The conference planning staff also has responsibility for securing continuing professional education (CPE) credit for TEI programs and managing the Institute’s event/program sponsorship initiative.


mikelowery.jpgMichael R. Lowery is the Assistant Director of Conference Planning at TEI. Mike joined the TEI staff in 2007. He is responsible for planning and executing TEI’s conferences, courses and seminars.

Prior to joining TEI, Mike worked for an association management company where he was the Director of Conferences and planned conferences, tradeshows and live award shows for the firms various clients.

Mike received his B.A. degree in Communications from Salisbury University. He received his Certified Meeting Professional (CMP) designation in 2005.

He lives in Arlington, Va. with his wife, two sons and their dog. He is active in his community and coaches a variety of youth sports.

Contact
Mike Lowery
Assistant Director of Conference Planning
202.464.8343
[email protected]

IT/Web Services

Information Technology/Web Services  – Coordinates, implements, and maintains TEI’s IT systems and services that keep essential data and technology solutions available to the rest of the organization. Manages and maintains infrastructure, including association management systems, internal network, cloud assets, and data/network security. Manages technical side of websites. Trains staff and members on the use of the organizations IT resources. Assists in the setup and coordination of TEI’s virtual events and online education.


Dowdy_headshot_low res.jpgTerry Dowdy has over 25 years of experience in Information Technology, with the majority of it in associations. He joined TEI in September 2014 as the Director of Information Technology & Web Services.

A native of Forest, Virginia Terry has been in the Washington DC Metro area since 1997, when he moved here to become the Manager of Systems Development at The Optical Society. Since then, he has held IT leadership roles or consulting positions with a variety of non-profits and not-for-profit organizations, including the Association of Performing Arts Presenters, the National Society of Professional Engineers, Sister Cities International, and the National Archives Foundation.

Terry is very proud of his service in the United States Army, where he served from 1980 to 1988. He was in the Infantry the entire time, serving as an Infantry NCO with the 101st Airborne (Air Assault) Division at Fort Campbell, Kentucky and the 2nd Infantry Division in Tongduchon/Tokari, South Korea, with his last posting as the Operations NCOIC for the United Nations/Eighth US Army Honor Guard in Yongsan Garrison, Seoul, South Korea. While in the Army he earned his degree in Microcomputer Technology. He left the Army as an E-6/Staff Sargent to pursue a career in information technology.

Contact
Terry Dowdy, CAE
Director of Information Technology & Web Services
202.464.8342
[email protected]

 


Lynn Spence is originally from Southern California, but has lived in the DC metro area collectively for 4 years. She is a US Army combat veteran, serving for 8 years in multiple positions and areas of the world. She has been working in Information Technology on and off since 2003. She recently graduated, cum laude, from National University with a BS in Information Systems and a concentration in Information Technology Management.

She lives in Woodbridge, VA with her husband, two children, and two dogs. She enjoys spending time with her family, traveling, and going hiking.

Contact
Lynn Spence
Information Technology Operations Manager
202.464.8359
[email protected]

 

 

 


KerryAnn Bolton is Manager, Digital programs and Events at TEI. She specializes in planning and managing educational and professional development programs. Before joining TEI, she worked for various associations and societies in the Washington, D.C. metro area playing a key role in enhancing the audience experience for in-person and virtual events. She holds a bachelor's degree in Communications from the University of Maryland Global Campus. In her spare time, KerryAnn enjoys traveling and fine-tuning her “novice” interior design skills.

 

Contact
KerryAnn Bolton
Digital Programs and Events Manager
202.464.8347
[email protected]

 

Legal

Serve as technical assistants to the President and Standing Committee Chairs (including the committees focused on internal TEI matters such as awards and membership); monitor pending and proposed tax legislation, regulations, and other tax administrative and judicial pronouncements; oversee the preparation of position papers, liaison meeting agendas, and testimony; prepare communications for TEI publications (both print and electronic); and maintain liaison with government representatives. Members of the legal staff are also frequently assigned special projects.


PatrickEvans.jpgPatrick Evans is the Chief Tax Counsel of TEI. In this role, he serves as the Institute’s lead technical tax adviser, leading a team of three other lawyers and overseeing TEI’s advocacy efforts and initiatives including those related to pending or proposed tax legislation and regulations, treaties, legal judgments and administrative pronouncements.

Prior to joining TEI, Patrick was a Counsel in the Washington, D.C., office of Skadden, Arps, Slate, Meagher & Flom LLP where he advised clients in a wide variety of complex compliance, procedural, transactional, and administrative controversy matters. He joined Skadden Arps upon his graduation with High Honors from George Washington School of Law, where he was elected to Order of the Coif and served as Editor-in-Chief of the George Washington Journal of International Law and Economics. He holds B.B.A. (Accounting) and Master of Taxation degrees from Baylor University.

Contact
Patrick Evans
Chief Tax Counsel
202.464.8351
[email protected]

 


B-Shreck-2018.jpgBenjamin R. Shreck is a Tax Counsel for TEI. In this role, his responsibilities include supporting the activities of TEI’s U.S. International and European Direct Tax Committees in their advocacy and educational efforts on behalf of the Institute.  Ben has extensive experience in a wide range of U.S. international and multilateral tax issues.  In his role as Tax Counsel for TEI, Ben has assisted the Institute in filing comments with the United States Department of the Treasury and Internal Revenue Service regarding the Foreign Account Tax Compliance Act, revisions to the revenue procedures for advance pricing agreements and requests for competent authority assistance, the U.S. Country-by-Country reporting regulations, and submitting items for the Institute’s annual liaison meetings with U.S. government officials. With respect to the Institute’s European Direct Tax Committee, he has been active in submitting comments to the Organisation for Economic Co-Operation and Development regarding its Base Erosion and Profit Shifting project, its work on the transfer pricing aspects of intangible assets, and the definition of a permanent establishment under the OECD’s model tax convention.  Ben has presented at several OECD public consultations in Paris on issues surrounding the Base Erosion and Profit Shifting Project.  Ben has also assisted the Institute in submitting comments to the European Union, United Nations, United Kingdom, Ireland, and the Government of India.

Ben joined the Institute’s legal staff in 2010. Prior to joining the legal staff, Ben was an attorney with the Washington, D.C., offices of Paul, Hastings, Janofsky & Walker LLP, and King & Spalding LLP, where he practiced in the areas of international taxation and the taxation of financial products. Ben received his B.A. in Economics from Stanford University, his J.D. from the University of California, Berkeley School of Law, and his LL.M. in Taxation from Boston University, where he was the valedictorian.

Contact
Ben Shreck
Tax Counsel
202.464.8353
[email protected]


Watson M. McLeish is tax counsel for Tax Executives Institute in Washington, D.C., where he supports the advocacy and educational activities of TEI’s Tax Reform Task Force, Federal Tax Committee, and Canadian Income Tax Committee.  In this role, Watson develops, coordinates, and executes many of TEI’s U.S. advocacy initiatives on Capitol Hill and with the Treasury Department’s Office of Tax Policy and IRS Office of Chief Counsel.  Watson performs the same role in Canada before Parliament and with the Department of Finance’s Tax Policy Branch and Canada Revenue Agency.  This work includes the preparation of written advocacy submissions (e.g., comment letters, policy statements, briefing materials for government officials) in support of TEI’s income tax-related public policy and advocacy priorities.  It also includes the planning and facilitation of liaison meetings between TEI members and senior U.S. and Canadian federal government officials.  Watson also coordinates TEI’s participation in stakeholder working groups, listening sessions, and various other informal interchanges with government representatives.

Watson joined TEI’s legal staff in July 2017 from nearby Ernst & Young LLP, where he was a member of the firm’s National Tax Department – International Tax Services practice.  During his tenure with Ernst & Young, Watson accumulated extensive experience in advising corporate and private equity fund clients on many aspects of planning their international operations and investments from a U.S. federal income tax perspective, including the structuring of cross-border organization and reorganization transactions, interpretation and application of income tax treaty provisions, and foreign tax credit utilization and repatriation planning.  Watson was one of several practice members responsible for monitoring all U.S. international tax-related legislative developments, administrative action, and judicial pronouncements, and coordinating the publication of Tax Alerts on those matters.  He also contributed to the development of original “thought leadership” content in anticipation of U.S. tax reform, including analytical modeling tools to navigate clients through the transition tax provisions of Chairman Dave Camp’s 2014 discussion draft.

Watson is an alumnus of the Boys’ Latin School of Maryland and holds the following academic degrees: Bachelor of Arts, Political Science and French, Trinity College, 2005; Juris Doctor, The Catholic University of America, Columbus School of Law, 2010; Master of Laws, Taxation, Georgetown University Law Center, 2011.  He is admitted to practice in Maryland and before the United States Tax Court.  Watson is also an Associate member of the J. Edgar Murdock American Inn of Court and an Adjunct Professor of Law at Georgetown University Law Center, where he teaches a graduate-level seminar on Tax Research and Writing (LAW 809 v02).

Contact
Watson McLeish
Tax Counsel
202.470.3600
[email protected]


Todd

Todd A. Lard is tax counsel for Tax Executives Institute in Washington, D.C., where he supports the advocacy and educational activities of TEI’s State and Local Tax Committee. While new to the role, Todd will advance TEI’s state and local tax priorities, which will include legislative, administrative, and judicial advocacy involving complex state and local tax issues affecting multistate corporations.

Prior to joining the TEI legal team in 2022, Todd was a partner in Eversheds Sutherland (US)’s state and local tax practice. His work focused on state and local tax policy, planning, and controversy.  Before joining Eversheds Sutherland, Todd spent five years as Vice President and General Counsel at the Council On State Taxation (COST). His work there included legislative, administrative, and judicial advocacy on complex state and local tax issues for multistate corporations. Todd also served as a Tax Research Manager for Nextel Communications and worked in the Washington National Tax Office of KPMG. Todd received his B.A.B.A. in accounting from Dallas Baptist University, his J.D. from Oklahoma City University, and his LL.M. in Taxation from Georgetown University Law Center. Todd is a frequent author and speaker and is an Adjunct Professor of Law at Georgetown University Law Center, where he teaches a course on state income and franchise taxes.

Contact
Todd Lard
Tax Counsel
202.236.3868
[email protected]

Marketing and Communications

TEI’s Marketing & Communications department oversees the coordination of all forward-facing marketing and communications. In addition, the team is responsible for the development of printed and electronic materials, including Tax Executive and promotional materials for educational programs. The team is also responsible for updating TEI's website, and provides support to the Chapters in managing the Chapter websites.


martinschuebel.jpgMartin Schuebel is the Director of Marketing, Communications, and Events. His team’s priorities include leading TEI’s educational and event offerings (both live and virtual), optimizing communications and engagement with the membership and chapters, providing strategic direction for technology and website improvements to enhance the member experience with TEI, and elevating the experience between TEI members and sponsoring organizations.

Before joining TEI, Martin was at Baker McKenzie in Washington DC, leading Business Development, Marketing, and Communications for the North American Tax Practice. He has also worked at Bloomberg Tax for several years, leading the development and delivery of educational products/ courses and customized event experiences to Bloomberg Tax clients. Additionally, Martin spent significant time working at leading industry associations in the DC area, including the Society for Human Resource Management (SHRM) and the Graduate Management Admission Council (GMAC), where he honed his skills as a team leader in the professional association environment. Martin is a graduate of Miami University, Oxford, Ohio, where he earned his Bachelor of Science in Business Administration (Marketing).

 

Contact
Martin Schuebel
Director of Marketing, Communications, and Events
202.638.5601
[email protected]

 

 


christinehayesbotts.jpgChristine Hayes Botts is responsible for the graphic and web design and implementation of TEI's marketing and communications strategy. This includes marketing TEI's events, products, services and membership as well as coordinating our public relations efforts.

With more than 15 years experience working for TEI and 25 years in the industry, Christine is well versed in design and is embracing the fluidity in marketing, communications, and social media. Christine facilitates TEI's efforts to keep their best face forward by reinforcing the TEI brand and creating dynamic visual content.

 

Contact
Christine Hayes Botts
Marketing and Communications Services Manager
202.464.8352
[email protected]

 

 

 


Membership and Chapter Relations

TEI’s Membership & Chapter Relations department oversees all membership operations and services. The Marketing & Membership team processes member applications, renewals, member information updates, and also supports Chapters in their operations.


tanyacoogan.jpgTanya Coogan joined TEI as the Director of Membership and Chapter Relations. She will support our ongoing efforts to provide service to our members and chapter network. Tanya will be directing the membership recruitment and retention operations of TEI with our existing benefits and working with TEI staff to leverage our newer online and hybrid education offerings.

Prior to joining the TEI team, Tanya served as the Vice President of Programs and Engagement at the United States Navy Memorial. Over the past 16 years, Tanya has worked with multiple nonprofits building deep meaningful member connections that last a lifetime. She is passionate about the member experience and moving organizations forward. She thrives on serving members’ needs and anticipating their appetite for new programs via data analytics and strong member relationships.  

Tanya has a bachelor’s degree from Delta University and a master’s degree from the University of Southern Mississippi. She also holds a certificate in Nonprofit Executive Management from Georgetown University.

Contact
Tanya Coogan
Director of Membership and Chapter Relations
202.638.5601
[email protected]


SonaSona Camara joined TEI in August 2021 and serves as the Manager of Membership & Chapter Relations. She implements membership growth strategies which include recruitment and retention campaigns as well as engagement initiatives. Moreover, she supports chapter operations and builds relationships with chapter leaders.

With over five years of membership experience, Sona has worked for various associations and societies to improve membership operations and foster an environment where every member feels connected to their network. Sona aims to support every TEI member’s journey of professional and developmental fulfillment.

Contact
Sona Camara
Manager, Membership & Chapter Relations
202.464.8357
[email protected]

Close