Chapter and Region Toolkit

Provides access to an Outlook email account, OneDrive, Teams, and the Office suite to assist chapters in coordinating chapter activities. Chapter leaders will share a single account for these tools to communicate with members. Chapter microsites (on tei.org) will display the chapter's email address. The current chapter board should provide the login credentials to incoming officers.

Host virtual chapter webinars and meetings, with support for up to 300 participants in meetings and up to 1,000 participants in webinars.

Primarily accessed by Presidents and Treasurers. Create free and paid events with separate pricing for members and non-members. Set up season passes, access chapter rebates, and transfer funds to local bank accounts, and more. 

Activate Your Billhighway Account (VIDEO)

Streamlines chapter management by allowing leaders to create events, manage registrations, and access member rosters. Events post directly to TEI.org and include features for creating season passes.

• Weekly New and Rejoining Member List

  A list of new and rejoining members is emailed directly to chapters each week. 

• Monthly Chapter Roster

  The Chapter Leader group on TEI Engage includes a monthly roster of all TEI members, sorted by chapter. This list is updated on the first business day of each month. 

• Export a Basic Chapter Roster (VIDEO)

  Chapter Leaders have real time access to a basic list of chapter members. 

• Chapter Group

  Communicate with your entire chapter through posts, create and promote events, and upload resources such as meeting presentations and CPE certificates.

• Chapter Board Group

  A dedicated space to communicate with your board, plan meetings, and store resources like meeting minutes. Boards may also choose to use Microsoft 365 for this purpose.

• Chapter and Region Leaders Group

  Access shared resources and join discussions with fellow officers across TEI.

• TEI Engage Video Guides
  • Create a Chapter Event
  • Assign a Group Admin

Chapters and regions are encouraged to create a LinkedIn presence to engage with members and the broader tax community.

• Create a LinkedIn Page

  Visit LinkedIn to begin setting up your chapter account.

• TEI LinkedIn Profile

  Follow @Tax Executives Institute and share TEI’s posts with your members. Tagging TEI allows it to reshare your content with its larger network.

• Model LinkedIn Profiles from TEI Chapters
  • Toronto
  • Pittsburgh
  • New York
• Grow Your Chapter's Reach with LinkedIn
  • A chapter roundtable session featuring panelists from chapters with established LinkedIn pages. They share proven strategies for building and managing a successful page, including posting schedules, showcasing member achievements, and using visuals to boost engagement. 

Chapter Sponsor Connection Portal

• User Guide

  • We've put together a step-by-step guide to help you navigate the Chapter Sponsor Connection Portal.

• Login Details

  • Login support questions can be directed to sponsor@tei.org.

Sponsorship Guidelines (MOP)

CLASS Session - Leveraging Sponsors for Your Chapter and Regional Events

LGS Session - Sponsorship Orientation

• (43:35 mark) Leverage TEI's sponsor network for your events.

Event Technology

Tools and platforms to help you host seamless virtual events, including Zoom and Accelevents, with optional attendee tracking via scanning.

• Accelevents - Description coming soon! 

• Zoom

  Host virtual chapter webinars and meetings, with support for up to 300 participants in meetings and up to 1,000 participants in webinars

Meeting Planning Guides

Step-by-step guidance from TEI’s Meeting Operations Procedures (MOP) to help you plan effective chapter and regional events, including annual meetings.

• MOP – Meeting Section

• MOP – Meeting Planning Guide for Regions and Chapters

• MOP – Procedures for Annual Chapter Meetings

CPE Resources

Templates, requirements, and forms to help your chapter deliver CPE-compliant events in alignment with NASBA standards.

• TEI CLASS: NASBA, CPE and CLE Compliance

• Requirements for Hosting a CPE- Approved Webinar in Zoom

  This PDF outlines the requirements for hosting a CPE-approved webinar using Zoom.

• TEI NASBA Request Form

  TEI Chapters and Regions may request usage of TEI’s NASBA certification if the Chapter/Region follows certain steps to ensure compliance with NASBA Registry Guidelines. Pre-approval is required.

• Sample CPE Required Documents

  Examples of key documents required for compliance, such as a sample CPE certificate, webinar evaluation form, and speaker biography. These templates are designed to help you meet NASBA standards and streamline your event planning process.

  • Sample Webinar Evaluation

  • Sample Speaker Bios

  • Sample CPE Certificate

  • Sample Program List

Promoting Your Events

Boost attendance and visibility by sharing your chapter or regional events on TEI.org and LinkedIn using our marketing tools and tips.

• Chapter & Regional Events on TEI.org

  Submit your event details to be posted on TEI.org. Reach a broader audience and increase your event’s visibility

Meeting and Events Toolkits

• Meeting Planning Guidelines for Regions & Chapters

• Procedure for Annual Chapter Meetings

• Chapter Resolution Concerning Alcohol

• This recording covers revenue sources, financial guidelines, internal controls/phishing risks, and more.

At the close of the chapter year, chapter treasurers and regional vice presidents shall submit an annual financial report, as of June 30. The following list includes key documents:

• TEI CLASS: Chapter Rebates and Financials
• Toolkit: Audit Committee Procedures
• End of Year Balance Form
• Scholarship Report Form
• Sponsorship Report Form

If a chapter or region pays an individual more than $600 in a calendar year, a completed Form W-9 (including a valid Social Security number) must be obtained from the payee. The form, along with payment details, should be submitted to TEI’s Governance & Operations Team by January 15 of the following year.

• TEI CLASS: Form 1099

Chapters are encouraged to establish a scholarship program to award annual scholarship grants. As part of the Institute’s Social Responsibility Plan, TEI’s Board of Directors has created a “matching funds” program for chapters to encourage the expansion of the Chapter Scholarship Program.

• Toolkit: Criteria & Process for Establishing a Chapter Scholarship Program

• Chapter Matching Funds Application

Chapter Financials Toolkits

• Required Notice on Chapter Billings

• Sample Chapter Financial Aid Policy

TEI W9

TEI’s brand guide serves as a central resource for our messaging, visual identity, and design standards across both print and digital platforms.

• Chapter Quick Reference – Branding

For use on TEI Engage, social media, and Memberplanet. These materials can be found under the Resources tab in your chapter’s board group on TEI Engage.

Sample schedules and customizable messaging for outreach to nonmembers, new members, and those rejoining TEI.

• Communication Schedule
• Post-Event Thank You – Non-Member
• Post-Event Thank You – Member
• Outreach – Lapsed Member
• Outreach – New Member
• Ready to Use Flyers
  • You Belong at TEI
  • Top Reasons to Join TEI

Chapters and regions are encouraged to create a LinkedIn presence to engage with members and the broader tax community.

• Create a LinkedIn Page

  Visit LinkedIn to begin setting up your chapter account.

• TEI LinkedIn Profile

  Follow @Tax Executives Institute and share TEI’s posts with your members. Tagging TEI allows it to reshare your content with its larger network.

• Model LinkedIn Profiles from TEI Chapters
  • Toronto
  • Pittsburgh
  • New York
• Grow Your Chapter's Reach with LinkedIn
  • A chapter roundtable session featuring panelists from chapters with established LinkedIn pages. They share proven strategies for building and managing a successful page, including posting schedules, showcasing member achievements, and using visuals to boost engagement. 

The Chapter Leadership Portal enables chapter leaders to enter and submit their incoming slate of officers to the Institute. The submission period opens each January and closes on March 31.

Chapters can recognize their outgoing presidents by ordering the Chapter President Award at no cost. Please submit the recipient’s name, term of service, and best shipping address. Chapters may also purchase a President’s Pin for $100.
Both requests can be submitted to memberinfo@tei.org. Please allow up to 40 days for fulfillment and delivery.

• TEI Meritorious Service Chapter Award

  This award recognizes outstanding service to TEI at the chapter level in the areas of advocacy, education, networking, or association management. It serves to express the Institute’s appreciation for exceptional contributions that support TEI’s mission.

  Each chapter is eligible to receive one complimentary award per year. The recipient is selected at the discretion of the chapter and must be approved by its board of directors.

  Nominations must be submitted using the submission form and include a detailed description of the recipient’s contributions, in accordance with the guidelines outlined in the Meritorious Chapter Service Award section of the MOP. Chapters are limited to one nomination per year.

Each chapter has the right, once every two years, to elect a chapter representative who serves as a director on the Board for a two-year term. Chapter representatives’ office terms are staggered so the number of directors elected from the chapters each year is one-half of chapters of the Institute.

The LGS series is designed to equip chapter, region, and committee leaders with a deeper understanding of the Institute’s operations, goals, and objectives.