2024 - Improving IRS Technology and Customer Service for Large Business Taxpayers Webinar

Date -
Location - Virtual

Event Description

FREE WEBINAR (for TEI members):  Monday, January 22, 2024 - 1:00 - 2:30 pm (Eastern Time)
Improving IRS Technology and Customer Service for Large Business Taxpayers:
A Panel Discussion with Senior Officials in the IRS Transformation and Strategy Office
Since issuing its IRS Strategic Operating Plan in April 2023, the IRS has been hard at work on its objectives of delivering the cutting-edge technology, data, and analytics needed to operate the agency more effectively.  Because this work will have a direct and meaningful impact on the manner in which large business taxpayers interact with the IRS, it is critical that TEI members are not only aware of developments, but also able to provide their input.  TEI has assembled key officials in the IRS Transformation and Strategy Office and LB&I to provide updates on how they are addressing corporate customer service and technology issues large business taxpayers have faced since the pandemic, progress being made on technology solutions for large business taxpayers, and tools the IRS has identified for future development.  Don’t miss this opportunity to get the new year off to a great start.  
Moderator:  Brian Kaufman | Vice President, Tax Audits & Litigation and Tax Counsel | Capital One Financial Corporation (TEI IRS Administrative Affairs Committee Member)
IRS Speakers:
  • Mabeline Baldwin | Executive Lead of IRA Objective 3, Compliance Transformation
  • Jennifer Best | Deputy Commissioner of LB&I
  • Andrea Chapman | Transformation Strategy Office
  • Sheila Eason | Executive Co-Lead of IRA Objective 1, Services Transformation
  • Carolyn Morton | Director of LB&I Program & Business Solutions
  • David Padrino | Chief Transformation and Strategy Officer
  • Susan Simon | Executive Co-Lead of IRA Objective 1, Services Transformation
  • Nancy Wiltshire | Director of LB&I Northeastern Compliance
This webinar is free for TEI members.  Non-members can register for $50.  ** If you are not a current TEI member but wish to join and attend this session for free, please see the registration tab below.
This live Webinar will be conducted via Zoom. Log on information will be provided after registration and in advance of the live webinar. If you do not receive log-in information by the morning of Monday, January 22, 2024, please contact meetings@tei.org.
This event will offer 1.5 CPE credits based on a 50-min hour. You must complete timed check-in attendance verifications during the webinar to receive credit. 
To register, click the blue "register" button above.  

CPE/CLE Information

CPE Credit Information: Tax Executives Institute Education Foundation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of “group live based” continuing professional education on the National Registry of CPE Sponsors.
Date: January 22, 2024 (90 min session)
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Field of Study: Taxes
Advanced Preparation: No advanced preparation required
CPE Credits possible: Approximately 1.5 CPE credits based on a 50-minute hour.
Sponsoring Organization: Tax Executives Institute, Inc. TEI Education Fund, 1200 G. Street, NW, Suite 300, Washington, DC 20005
State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. To submit a complaint about a specific program, speaker or content, please email meetings@tei.org. Complaints regarding sponsors may be addressed to National Registry of CPE Sponsors, 150 Fourth Avenue North, Ste. 700, Nashville, TN 37219-2417. Website: www.nasbaregistry.org
For more information regarding administrative policies such as complaint or refund, or for questions related to this or other TEI events please contact TEI, directly, at 202.638.5601 or meetings@tei.org.
** CPE certificates will be emailed out within two weeks of the completion of the webinar.  


To register, click on the blue "Register" button at the top of the meeting page to register.

TEI Member price - $0

Non-Member price - $50

Group Registration: (or registering someone other than yourself) - To register a group or to register someone other than yourself, please complete and send back a registration form for each registrant.
Member rates are available to TEI members only. Member benefits, such as member pricing, are not transferrable to non-members. 
Need to renew? Visit www.tei.org, login, and select Membership Expired -- Rejoin Today above your profile.
Not a member? Learn more about the benefits of membership and join today to be eligible to attend this event and gain access to all TEI member benefits and TEI educational offerings.

REMINDER:  TEI Events are open to members of TEI and other in-house tax professionals only. Individuals engaged in private law, accounting, or other consulting practice are ineligible to attend.  Government employees are ineligible to attend.  

Cancellation and Substitution Policy

Cancellation - All cancellations must be received in writing by January 19, 2024 to meetings@tei.org.
Cancellations will be subject to a $25 cancellation fee.   No fee for member cancellations.