Tax Executives Institute, Inc. (TEI or the Institute) was founded by a group of 15 tax professionals who foresaw the need for an organization that would transcend traditional professional organizations in scope and function and that would provide a forum for exchanging information among the members of a new and growing profession — in-house tax executives.
The Institute’s operations are governed by its By-Laws, which are periodically amended to meet changing conditions. In addition, the Board has adopted Chapter Regulations covering the operation of chapters. This Manual of Organization and Operation (the MOP) is a compilation of guidelines and procedures relating to finances, membership, legislative and technical activities, and other activities adopted by TEI’s Board of Directors. It also includes materials relating to the purposes, organization, and operation of TEI. It is intended primarily to benefit the Institute, regional, and chapter officers, directors, committees, and staff.
Download the Manual of Organization and Operation
Click Here to Download a Copy of the Manual of Organization & Opertation
For additional assistance or questions, please visit our Support & FAQ page
Manual of Organization and Operation
Table of Contents
- Organization Governance
- Membership
- Institute Standing Committees
- Institute Policy On Legislative and Technical Activities
- Institute Nominating Committee Procedures
- Leadership Development Guidelines
- Institute Awards
- Institute Conferences & Meetings
- Institute Financial Matters
- Institute Investment Policy
- TEI Conflict of Interest Policy
- TEI Whistleblower Policy
- TEI Joint Venture Policy
- Toolkits, Samples & Resources
- Toolkit: Criteria & Process for Establishing a Chapter Scholarship Program
- Toolkit: Chapter Resolution Concerning Alcohol
- Toolkit: Audit Committee Procedures
- Toolkit: Required Notice on Chapter Billings
- Toolkit: Sample Chapter Financial Aid Policy
- Toolkit: Chapter Officer Checklist
- Toolkit: Procedures for Annual Chapter Meetings
- Toolkit: Meeting Planning Guidelines for Regions & Chapters
- Toolkit: TEI Exemption Letters
- Restated Articles of Incorporation
Governing Documents
Statement of Mission, Principle and Purpose
Statement of Mission, Principle and Purpose
The mission of Tax Executives Institute is to enhance and improve the global tax system and to serve its members, their employers, and society generally by facilitating interaction among, and the training of, members and their staffs, by effectively advocating its members’ views, and by promoting competence and professionalism in both the private and government sectors.
Standards of Conduct
Standards of Conduct
The mission of Tax Executives Institute is to enhance and improve the global tax system and to serve its members, their employers, and society generally by facilitating interaction among, and the training of, members and their staffs, by effectively advocating its members’ views, and by promoting competence and professionalism in both the private and government sectors.
By-Laws
Article I. Membership
Section 1(i). Full membership shall be open to persons not engaged in public tax practice...
Article II. Directors and Officers
Section 1. Except as otherwise required by law or provided by these By-Laws...
Article III. Meetings
Section 1. The Annual Meeting of Members of the Institute shall be called within a period of forty-five (45) days...
Article IV. Dues and Finances
Section 1. The amount of the annual dues of all member categories shall be established by the Board of Directors annually in advance...
Article V. Nominations
Section 1. The Board of Directors, at its first scheduled meeting, shall appoint a Nominating Committee...
Article VI. Committees
Section 1. The Board of Directors at its first scheduled meeting shall appoint an Executive Committee from among the members of the Board...
Article VII. Seal
Section 1. The seal of the Institute shall consist of two concentric circles...
Article VIII. Chapters
Section 1. The Board of Directors may authorize local chapters of the Institute in such manner and subject to such regulations as it may determine...
Article IX. Rules of Procedure
Section 1. The rules of procedure at meetings of the members of the Institute shall be according to Robert’s Rules of Order...
Article X. Amendments
Section 1. Amendments to the By-Laws may be proposed by the Board of Directors or by not less than five percent of the entire number of full members of the Institute...
Section 1: Institute Organization & Operations
Organization Governance
Introduction, Corporate Structure, Board of Directors, Executive Committee, Officers, Regional Vice Presidents, Chapter Representatives, Institute Staff, Indemnification of Officers, Directors, and Employees...
Membership
Membership Categories and Guidelines, Membership Application Procedures, Membership Rejection Procedures, Membership Renewals, Membership Rejoins, Member Applications for Reinstatement, Involuntary Suspension & Termination of Membership, Membership Dues, Member Resources, Use of Member Directory...
Institute Standing Committees
General, Institute Policy on Committee Operations, Coordination, Committee Appointments, Committees on Tax and Tax-Related Issues, Committees on TEI Organization...
Institute Policy on Legislative and Technical Activities
Purpose, Preamble, Scope, General Guidelines, Procedures, General Procedures for Executive Committee Action, Special Rules Relating to State and Local Activities, Special Rules Relating to Canadian Activities, Special Rules Relating to Amicus Briefs, TEI Lobbying Activities...
Institute Nominating Committee Procedures
Nominating Committee Selection, Nominating Committee Operations, Specific Considerations for Evaluating and Selecting Regional Vice President Candidates, Specific Considerations When Evaluating and Selecting Secretary Candidates, Voting Process Guidelines, Guidelines for Candidate Conduct, Leadership Development Guidelines...
Leadership Development Guidelines
Leadership Development Guidelines...
Institute Awards
Distinguished Service Award, Honorary Membership, President’s Award, Pro Bono Award, Meritorious Committee Service Award, Meritorious Chapter Service Award...
Institute Conferences & Meetings
Institute Meetings, Annual Meeting of Members, Annual Conference, Midyear Conference, Courses and Seminars, Webinars, Virtual Webinar Series & Simulive Events, Conference Administration, Conference Expense Reimbursement & Honoraria Policy, Relationship with Other Tax Organizations, Relationship with Governments, Relationship with the Press...
Institute Financial Matters
Tax Exemption & Reporting, Affinity Relationship with Thomson Reuters, Institute Sponsorship Program, Travel Funds & Stipends, Social Responsibility Plan, Institute-Level Scholarships, Institute Cash Donations, Institute Investment Policy, TEI Conflict of Interest Policy, TEI Whistleblower Policy, TEI Joint Venture Policy...
Institute Investment Policy
Institute Investment Policy...
TEI Conflict of Interest Policy
TEI Conflict of Interest Policy...
TEI Whistleblower Policy
TEI Whistleblower Policy...
TEI Joint Venture Policy
TEI Joint Venture Policy...
Section 2: Chapters & Regions
Overview
Chapter Regulations
Article I. Organization of Chapters, Article II. Directors and Officers, Article III. Meetings, Article IV. Dues and Finances, Article V. Nominations, Article VI. Committees, Article VII. Debts and Obligations, Article VIII. Chapter Policies, Article IX. Rules of Procedure, Article X. Construction...
Chapter Organization & Governance
Introduction, Corporate Structure, Board of Directors, Executive Committee, Officers, Regional Vice Presidents, Chapter Representatives, Institute Staff, Indemnification of Officers, Directors, and Employees...
Chapter Membership
Membership Categories and Guidelines, Membership Application Procedures, Membership Rejection Procedures, Membership Renewals, Membership Rejoins, Member Applications for Reinstatement, Involuntary Suspension & Termination of Membership, Membership Dues, Member Resources, Use of Member Directory...
Chapter Committees
General, Institute Policy on Committee Operations, Coordination, Committee Appointments, Committees on Tax and Tax-Related Issues, Committees on TEI Organization...
Chapter Advocacy & Liaison Meetings
Purpose, Preamble, Scope, General Guidelines, Procedures, General Procedures for Executive Committee Action, Special Rules Relating to State and Local Activities, Special Rules Relating to Canadian Activities, Special Rules Relating to Amicus Briefs, TEI Lobbying Activities...
Chapter Awards
Distinguished Service Award, Honorary Membership, President’s Award, Pro Bono Award, Meritorious Committee Service Award, Meritorious Chapter Service Award...
Chapter & Regional Conferences & Meetings
Institute Meetings, Annual Meeting of Members, Annual Conference, Midyear Conference, Courses and Seminars, Webinars, Virtual Webinar Series & Simulive Events, Conference Administration, Conference Expense Reimbursement & Honoraria Policy, Relationship with Other Tax Organizations, Relationship with Governments, Relationship with the Press...
Chapter Finances
Tax Exemption & Reporting, Affinity Relationship with Thomson Reuters, Institute Sponsorship Program, Travel Funds & Stipends, Social Responsibility Plan, Institute-Level Scholarships, Institute Cash Donations, Institute Investment Policy, TEI Conflict of Interest Policy, TEI Whistleblower Policy, TEI Joint Venture Policy...
New Chapter Organization
Article I. Organization of Chapters, Article II. Directors and Officers, Article III. Meetings, Article IV. Dues and Finances, Article V. Nominations, Article VI. Committees, Article VII. Debts and Obligations, Article VIII. Chapter Policies, Article IX. Rules of Procedure, Article X. Construction...
Section 3: Toolkits, Samples & Resources
Toolkits, Samples & Resources
Toolkit: Criteria & Process for Establishing a Chapter Scholarship Program
Administration, Accounting, Chapter Payment, Award Presentation, Institution Selection, Eligibility, Funding and Amount of Scholarship, Approval...
Toolkit: Chapter Resolution Concerning Alcohol
Resolution of TEI ______ Chapter...
Toolkit: Audit Committee Procedures
Confirm that opening balances for the year conform to the closing balances on the audited financial statements for the preceding year...
Toolkit: Required Notice on Chapter Billings
Notice on Chapter Billings...
Toolkit: Sample Chapter Financial Aid Policy
Sample Chapter Financial Aid Policy...
Toolkit: Chapter Officer Checklist
Chapter Officer Checklist...
Toolkit: Procedures for Annual Chapter Meetings
Procedures for Annual Chapter Meetings...
Toolkit: Meeting Planning Guidelines for Regions & Chapters
Meeting Planning Guidelines for Regions & Chapters...
Toolkit: TEI Exemption Letters
TEI Exemption Letters...
Restated Articles of Incorporation
Restated Articles of Incorporation...