Event Description
Corporate Tax Management
Sponsored by Alvarez & Marsal
Date: Tuesday, December 1, 2026
Time: Registration begins at 8:30AM
Breakfast from Flying Biscuit will be provided.
Speakers begin at 9:00AM, Program ends at 11:00AM
9:00 – 9:50AM: Leadership Academy
10:00 – 10:25AM: Building a Business Case for Funding
Speakers: Shaun Lockhart, Grace Lau
10:30 – 10:55AM: A CFO’s Point of View
Speakers: Shaun Lockart, Trey Huffman & Grace Lau
Location: 
3424 Peachtree Road NE,
MonarchTower Conference Room
Atlanta, GA 30326
Parking will be validated.
Topic: Corporate Tax Management
Learning Objectives: At the conclusion of the program, participants should be able to:
· Apply practical tools to assess the current state of your tax department and define where you want it to be.
· Learn how to build a business case to get funding for initiatives within your department.
· Learn from a former CFO about how CFOs view the tax department and what CFOs need from tax.
Speaker(s): Shaun Lockhart – Managing Director, Trey Huffman – Managing Director, Grace Lau- Senior Director
Program Level: Intermediate
Prerequisites: None
Advance Preparation: None
Delivery Method: Group
Recommended CPE: 2.0 CPE (TAXES) (50-min. units)– 1.5 CLE (GENERAL) (60-min. units)
Requirements for CPE: To receive full CPE credit, participants must register, attend the qualifying instructional portions of the program, and complete all required attendance-verification activities. Partial credit will be determined based on documented attendance in accordance with the sponsor’s CPE policies. Participants will be informed before the program of any required polling questions, attendance codes, sign-in procedures, or other verification activities.
Who Should Attend: Tax Directors & Tax Professionals in industry
Registration and Fees: TEI Atlanta Chapter meetings are open to TEI members and non-members. Please confirm your attendance no later than 5 pm five business days prior to meeting via the link below. If you have dietary restrictions, please make notation when registering, and we will try to make accommodations. If you are having difficulty registering for this event using the link below, please e-mail Katie Reiland O’Grady at atlanta@chapters.tei.org.
Meeting Fees are $75 for Members and $100 Non-members.
Register for this Meeting
[URL]
Season Pass: To provide a cost-effective alternative for TEI members, we offer a Season Pass that covers registration for all regular meetings and our half-day or full-day seminars. The Season Pass will also provide a reduced price to our annual social event. The 2026 – 2027 Annual Pass will cover events occurring between July 1, 2026, and June 30, 2027. The 2026–2027 Season Pass is available for $310 and may be purchased through TEI Atlanta Chapter. As a special welcome, we are providing a fifty-percent discount for the Season Pass fee for any first time TEI member who joined TEI after March 1, 2026. The discount will apply to the Season Pass rate at the time purchased ($150). To claim the discount to the Season Pass, new TEI members must contact the TEI Atlanta Chapter at atlanta@chapters.tei.org to sign up as a new member. The reduced-price Season Pass offer does not apply to those who renew a prior expired membership from the previous four years (expiring in 2021, 2022, 2023, 2024, or 2025).
Purchase 2026 – 2027 Season Pass
[https://eweb.tei.org/eweb/DynamicPage.aspx?Action=Add&ObjectKeyFROM=1A83491A-9853-4C87-86A4-F7D95601C2E2&WebCode=ProdDetailAdd&DoNotSave=yes&ParentObject=CentralizedOrderEntry&ParentDataObject=Invoice%20Detail&ivd_formkey=69202792-63d7-4ba2-bf4e-a0da41270555&ivd_cst_key=5c9dd1ef-d869-444d-8478-0c50ddcbeb47&ivd_cst_ship_key=5c9dd1ef-d869-444d-8478-0c50ddcbeb47&ivd_prc_prd_key=0DFEE2F5-5017-4BCF-83FC-EEB970F68776]
REFUND POLICY AND “NO SHOW” FEE
If the individual signs up for a meeting and cannot make it, cancellations can be made for a full refund if received before noon two days prior to the meeting. CANCELLATION MUST BE BY E-MAIL TO THE TREASURER, CAROLYN HAMILTON (ATLANTA@CHAPTERS.TEI.ORG). There is no refund if a person signs up and does not attend. If a person registers using a Season Pass and does not attend the event, TEI reserves the right to charge the holder a “no-show fee” to recover a portion of Chapter or sponsor costs. The “no-show” fee for 2026-2027 is $30.
For more information regarding administrative policies, please contact David Greenberg (atlanta@chapters.tei.org).