2019 Tax & Tax Technology Seminar

Date -
Location - Marriott San Mateo Hotel

Event Description

Update: 2/6/19 - The 2019 Tax & Tax Technology Seminar is now SOLD OUT. If you would like to be put on a wait list please complete and send back a completed registration form to [email protected] and we will process registrations in order received if someone else cancels.  We cannot guarantee you getting into this seminar. Look for the program again in 2020.  Thank you for your interest in this event.
February 26-27, 2019 - San Mateo Marriott Hotel - San Mateo, CA
TEI's 2019 Tax & Technology Seminar to be held February 26-27, 2019 at the Marriott San Mateo Hotel located in Silicon Valley, CA. 
Update: 1/28/19 - Due to an overwhelming pre-registration, TEI's room block at the Marriott San Mateo Hotel has now sold out.  Limited rooms are available at the hotel, however prevailing rates will apply while rooms last. We do have room to accept more registrants in the meeting rooms, however you will need to secure alternate housing if you are coming in from outside the area. We have listed some hotel options and suggestions in the "Accommodations" section below. 
Click HERE to download the preliminary program.
The dynamic landscape of evolving markets, complex operations and rapid business changes is challenging tax departments of all sizes to “up their game” from stewards of tax compliance and planning towards strategic partners, with improved operational efficiencies across their organizations.
But what does that mean for you, the in-house tax professional? In short, digitalization and globalization require tax departments to recognize and fully embrace the role tax technology plays and to develop new skill sets to deliver sustainable value to the companies they serve.

To address these challenges, TEI has designed a two-day tax and tax technology seminar by and for in-house tax professionals.  Our practical approach addresses two broad sets of questions – “why introduce technology into a process?” and “how can it work for me?”  Seminar sessions range from a vision of the future digital landscape and implications for tax departments to building blocks that improve awareness for both the technology novice and expert.  The unique approach we have chosen pairs subject matter experts with in-house tax professionals, exposing you to best practices as well as lessons learned from your peers as they have grappled with and solved technology-related challenges in the trenches.  
Our “best-in-class” instructor cadre is comprised of thought leaders and subject matter experts from both the advisory and technology communities. These professionals will explore the benefits of and realistic goals for adopting a technology roadmap, as well as different ERP solutions and opportunities for tax integration with, or bolt-on solutions for, such systems.  As important, our flexible curriculum will allow you to build a program suited to your particular interests and to “road test” technology tools in our exhibitor hall.
So, whether you are asking, “what’s a BOT” or “how to apply AI, ETL, or blockchain to direct and indirect tax through an ERP,” this seminar is for you!   
Registration is now open.  Click HERE to register   


Registration Fees:
TEI Members: $950
Non-Members: $1,150
TEI memberships are individual memberships, not corporate memberships. Co-workers of a member are not eligible to receive the lower member rates if they are not a member.  If you are eligible to become a member, we encourage you to put in your membership application ($225 annual fee) and in most cases, you will be eligible to the lower member rate for the seminar right away.
TEI Events are open to members of TEI and other in-house tax professionals. Individuals engaged in private law, accounting, or other consulting practice, as well as government employees, are ineligible to attend. 
Click Here to Register 
Click Here for a weekly list of registrants


Lodging Update (1/25/19) - TEI has oversold our room block at the Marriott San Mateo and the hotel is only able to offer our group rate on some of our nights since they are close to completely selling out. We suggest trying the link below for your needs and if the site cannot offer what you need TEI has compiled a list of area hotels that might have availability - Overflow Hotels. Please note:  There is a citywide conference in San Jose that is taking up most of the hotel rooms in the region. 
Lodging: A limited block of sleeping rooms are being held at The Marriott San Mateo Hotel. Click Here for Online Reservations. The room rate is $259 single/double, plus tax. TEI's room block.  You may call reservations at 866.263.1461.
Hotel Address
Marriott San Mateo Hotel
1770 S. Amphlett Boulevard
San Mateo, CA 94402

Cancellation and Substitution Policy

Cancellation Policy: Cancellations made in writing by 4:00 pm ET on February 1, 2019 will receive be charged a $75 cancellation fee. Cancellations received after February 1 (when handouts become available) are subject to a $200 cancellation fee. After February 8, no refund will be provided. To cancel or substitute someone ($50 fee) please send an email [email protected] In the event of cancellation or over-subscription of the conference, TEI’s liability is limited to the return of the registration fee.