BNET Industries

Tax Executives Institute

is in the Business Services Industry

Last Fiscal Year Sales:$1.7M
  • Private
  • US
Vice President
Lisa Cappell
Number of Employees 14
Contact Information

1200G St NW # 300

Washington, District of Columbia 20005-3833

1 202 638 5601

NAICS Code Business Associations: 813910

News & Analysis

accounting and tax executives institute - All News and Analysis

Decision Makers

Name (plus bio) Position
Lisa Cappell Vice President
Timothy Mc Cormally Executive Director
Deborah C Giesey Director of Administration
Deborah K Gaffney Director of Conference Planning
Dean P. Weaver Instructor
Eric J Coffill
Rob Frutiger Certified Public Accountant and Member
Scott Weaver
Julianne Maggio Treasurer
Benson Chapman Member
Daniel J. Hartnett Member
John L Fridlington Member
Kenneth L Cohen Member
Paul Kong Member
René L. Mentch Member
Robert J. Welyki Member
Sid Bernstein Member

Board of Directors

Name (plus bio) Position
Anthony Lyddane Board of Directors
C Stephen Backstrom Board of Directors
Dane Van Pelt Board of Directors
David D. Gillman Board of Directors
David Dahn Board of Directors
Edward J Kane Board of Directors
James P. Whitson Board of Directors
James Shanahan Board of Directors
Jeff Barnett Board of Directors
Jill M Wysolmierski Board of Directors
Joseph A. Householder Board of Directors
Martin I Schenk Board of Directors
Peter Eidelman Board of Directors
Philip Lewenthal Board of Directors
Sabrina M Gicaletto Board of Directors

Organization Position Status
Tax Executives Institute, Inc Vice President Current

Organization Position Status
Tax Executives Institute, Inc Executive Director Current

Organization Position Status
Tax Executives Institute, Inc Director of Administration Current

Organization Position Status
Tax Executives Institute, Inc Director of Conference Planning Current

Dean P. Weaver is a state and local tax partner in the Dallas office of PricewaterhouseCoopers LLP. With more than 15 years experience in the state and local tax area, Weaver is a recognized restructuring specialist at PwC. He is also a national PwC resource with respect to various business taxes imposed by the State of Texas. Weaver focuses his efforts in a variety of industries including real estate, retail, energy, media, technology and communications. A member of both the American Institute and Texas Society of Certified Public Accountants, Weaver is a regular instructor for various Tax Executives Institute [TEI] functions, including the franchise tax module for the TEI National State and Local Tax Course. In the local community, Weaver is involved with the YMCA of Metropolitan Dallas, the March of Dimes, the American Cancer Society and Girls, Inc. Weaver earned his bachelor's degree in accounting from the University of Texas at Dallas and his master's degree in taxation from the University of North Texas.

Organization Position Status
Tax Executives Institute, Inc Instructor Current
Ntbca Ntbca Obelisk Chairman Former
University of North Texas Master's Degree In Taxation Former
University of Texas At Dallas Bachelor's Degree In Accounting Former

Mr. Coffill is a partner in the Sacramento office of Morrison & Foerster LLP and is the Managing Partner of the firm's Sacramento office. He received his A.B. degree in 1974 from Occidental College, and his J.D. and LL.M. (Tax) degrees from McGeorge School of Law, University of the Pacific. He was a member of the Moot Court Honors Board. From 1978 until 1983, his practice was limited to criminal defense and civil rights litigation, both in private practice and with the office of the California State Public Defender. From 1983 until 1992, he served on the legal staff of the California Franchise Tax Board. He also served as the Board's representative to the Multistate Tax Commission Uniformity Committee from 1988 to 1992 and formerly chaired its Income/Franchise Tax Subcommittee. He left the Board as a Supervising Senior Counsel in 1992 to join Morrison & Foerster. Mr. Coffill's practice focuses upon state and local controversies, including state court litigation, and state and local tax ramifications of various business transactions, with an emphasis on California Franchise Tax Board and California State Board of Equalization matters, and western states. Mr. Coffill has been an Adjunct Law Professor at the University of the Pacific, McGeorge School of Law, where he taught State and Local Taxation between 1991 and 1999. He is a faculty member at the University of California's Center for State and Local Taxation, where he has taught income/franchise taxation since 1991. He is a frequent lecturer on state and local tax issues for numerous organizations, including the Tax Executives Institute and COST. He is the author of over sixty articles on a variety of state and local tax issues. He is a member of numerous bar associations, including the tax sections of the State Bar of California and the American Bar Association. Mr. Coffill is a member of the State Tax Notes Advisory Board, and served as a Regional Editor on the Editorial Advisory Board of the State and Local Tax Lawyer , published by the Tax Section of the American Bar Association. He currently serves on the Tax Committee of the California Chamber of Commerce, and the Tax Committee of the California Manufacturers and Technology Association. He is a past recipient of the State Bar of California Legal Services Section Award for Exceptional Contributions for Delivery of Legal Services to Prisoners. Mr. Coffill was listed in the San Francisco Magazine as a Northern California "Super Lawyer" for three consecutive years (2004-2006).

Organization Position Status
Morrison & Foerster LLP Managing Partner Current
Tax Executives Institute, Inc Current
Cost.Com LLC Current
Morrison & Foerster LLP Senior Counsel Former
McGeorge School of Law, University of the Pacific Adjunct Law Professor Former
University of the Pacific Law Professor Former
California Chamber of Commerce Former
McGeorge School of Law, University of the Pacific J.D. Former
McGeorge School of Law, University of the Pacific Ll.M. (Tax) Degrees Former
Occidental College A.B. Degree In 1974 Former

Organization Position Status
Triad Hospitals, Inc. Vice President of Tax Current
Tax Executives Institute, Inc Certified Public Accountant and Member Current
Tax Executives Institute, Inc Member Current
Community Health Systems, Inc. NA Former
HCA Inc. NA Former
University of New Orleans Master of Science In Accounting Former
University of Louisiana at Monroe Bachelor of Science Degree In Accounting Former

Organization Position Status
International Investor Services, Inc. President Current
Bvt Equity Holdings, Inc Chief Financial Officer Current
Bvt Equity Holdings, Inc Finance Executive Current
American Institute of Certified Public Accountants Current
Tax Executives Institute, Inc Current
Louisiana Tech University Bachelor of Science Degree In Accounting Former

Organization Position Status
The Washington Post Company Vice Presidenttax Current
Tax Executives Institute, Inc Board of Directors Current
University of Michigan MBA Former

Organization Position Status
Cupidmissed.Com Vice President, Taxation, Comcast Corporation Current
Cmcsk Vice President, Taxation Current
Broadband Tax Institute Director Current
Tax Executives Institute, Inc Board of Directors Current
Cupidmissed.Com Board of Directors Current
Tax Executives Institute, Inc Member Current
Broadband Tax Institute President Former
Tax Department Founder Former
Deloitte & Touche LLP Manager Former

Dane Van Pelt was appointed Vice President of Finance, Tax and Customs in November 2002. Mr. Van Pelt has led the company's tax and customs department since 1992. Prior to joining Nu Skin Enterprises, he worked in the public accounting industry for 10 years. Most recently, he worked for PricewaterhouseCoopers in the Los Angeles and Salt Lake City offices specializing in international tax. He is a member of the Tax Executives Institute, American Institute of Certified Public Accountants, Utah Association of Certified Public Accountants and is the chairman of the International Tax Committee for the Direct Selling Association. Mr. Van Pelt graduated from Brigham Young University with a Master's degree in Accounting, emphasis in taxation.

Organization Position Status
Nu Skin Enterprises, Inc. Vice President, Finance, Tax and Customs Current
Tax Executives Institute, Inc Board of Directors Current
American Institute of Certified Public Accountants Member Current
Tax Executives Institute, Inc Member Current

David D. Gillman became assistant controller in 2006. He is responsible for all tax matters related to TDS and its business units, and in his role he advises as to the tax consequences of transactions, financings, and business initiatives, and ensures compliance with tax laws and filing requirements. Gillman joined TDS in 1997. Prior to that, he was manager of tax planning at Medtronic, Inc. for two years, and a senior manager at KPMG for nine years. Gillman, a certified public accountant, is a member of the Tax Executives Institute. He has been a member of the board of directors of the Wisconsin chapter of TEI, and has served in each of the officer positions, including as president in 2007 and 2008. Gillman is also a member of the American Institute of Certified Public Accountants and the Wisconsin Institute of Certified Public Accountants. Gillman received a BA from the University of Northern Iowa, and a master's in business taxation from the University of Minnesota.

Organization Position Status
Telephone & Data Systems, Inc. Assistant Controller, Tax Current
Tax Executives Institute, Inc Board of Directors Current
Medtronic, Inc. Manager Former
University of Minnesota Master's In Business Taxation Former
University of Northern Iowa BA Former

David Dahn is a managing director with SVB Analytics, responsible for managing client engagements and issuing related opinions. He has more than 17 years of experience working with early to mature stage venture-backed companies in energy, high technology, medical devices and therapeutics, with an industry focus on the life sciences. Dahn has significant experience in international tax and treasury matters, strategic finance, mergers and acquisitions and stock valuations. Prior to joining SVB Analytics, Dahn founded Corporate Finance Outsourcing (CFO), a financial services firm focused on early-stage company strategic and tactical financial support including interim financial management, tax and treasury consulting and valuation work, primarily in the technology and life science industries. Prior to founding CFO, Dahn was the treasurer and tax director for Lionbridge Technologies, a publicly held multinational IT services company. He supported Lionbridge through several acquisitions, secondary offerings and senior debt placements. Prior to Lionbridge, Dahn helped architect the international expansion of Akamai Technologies in the tax and treasury areas. He is also an alumnus of Ernst & Young LLP where he was a New England area leader for several accounting method initiatives as well as overseeing audit and tax clientele. Dahn earned his bachelor of science in business administration for accountancy from the University of Lowell and a master of science in taxation from Bentley College. Dahn is a certified public accountant and a member of the American Institute of Certified Public Accountants and the Tax Executives Institute.

Organization Position Status
SVB Analytics, Inc. Managing Director Current
Silicon Valley Bancshares Managing Director Current
Svb Europe Advisors Ltd. Managing Director Current
Dahn & Leahy Llp Current
Tax Executives Institute, Inc Board of Directors Current
American Institute of Certified Public Accountants Member Current
Tax Executives Institute, Inc Member Current
Bentley College Masters of Science In Taxation Former
University of Lowell Bachelor's Degree In Business Administration Former

Organization Position Status
Bank Tax Institute Board of Directors Current
Michigan Bankers Association Board of Directors Current
Tax Executives Institute, Inc Board of Directors Current
Michigan Bankers Association Member Current
American Institute of Certified Public Accountants Member Current
Tax Executives Institute, Inc Member Current
Huntington Bancshares, Inc. Executive Vice President Former
Pace University Master's Degree In Taxation Former

Organization Position Status
Delphi Corporation Chief Tax Officer Current
Tax Executives Institute, Inc Board of Directors Current
Financial Executives Institute Member Current
American Institute of Certified Public Accountants Member Current
Harvard Business School MBA Former
Davidson College Bachelors Degree Former

Organization Position Status
Andover Medical, Inc. Chief Financial Officer Current
American Institute of Certified Public Accountants Board of Directors Current
Tax Executives Institute, Inc Board of Directors Current
Tax Executives Institute, Inc Member Current
American Institute of Certified Public Accountants Member Current
Med Diversified, Inc. Vice President of Finance Former
Bentley College M.S. Former
Oberlin College B.A. In History Former

Organization Position Status
Southern California Edison Company Vice President, Tax Current
Edison International Vice President, Tax Current
Edison Mission Group Inc. Vice President, Tax Current
Tax Executives Institute, Inc Board of Directors Current
Arizona Public Service Company Chief Tax Executive Former
University of Michigan Finance Executive Former
Pinnacle West Capital Corporation Director Former
University of Illinois MS In Business Taxation Former
Bradley University MBA Former
Illinois State University M.S. Former
Illinois State University B.S. Former
Bradley University B.S. Former
University of Illinois B.S. Former
University of Michigan Graduate, Corporate Finance Executive Program Former
Edison International Corporate Tax Committee Member Former
Tax Executives Institute, Inc Member Former

Vice President and Chief Tax Officer Jill M. Wysolmierski is responsible for all global income tax matters. She reports to Chief Financial Officer Ray Sadowski. Ms. Wysolmierski joined Avnet in 1998 as the manager for Tax Research and Planning. She was promoted in July 2001 to director of Tax, Americas. She began her career in the New York office of KPMG, focusing on income tax compliance and planning for banking institutions and publicly held companies. In 1993, she joined the AT&T Tax Department in New Jersey and held positions of increasing responsibility, including roles in income and non-income tax planning, research and audit defense. Ms. Wysolmierski received a bachelor's degree and a master's of business administration degree in accounting from Pace University and a master's of science degree in tax from Seton Hall University. Jill is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants and the Tax Executives Institute. Last updated: 12/2007

Organization Position Status
Avnet, Inc. Current
Tax Executives Institute, Inc Board of Directors Current
American Institute of Certified Public Accountants Board of Directors Current
Planning Ltd. Manager Former

Joseph A. Householder is senior vice president, controller and chief accounting officer for Sempra Energy, a San Diego-based Fortune 500 energy services holding company whose subsidiaries provide electricity, natural gas and value-added products and services. The Sempra Energy companies' 13,600 employees serve more than 29 million consumers worldwide. In his current job, Householder oversees the financial reporting and controls, financial planning and tax functions for all of Sempra Energy's companies. Before this job, Householder served as vice president of Corporate Tax and chief tax counsel for Sempra Energy since 2001, where he oversaw Sempra Energy's worldwide tax affairs. Prior to joining Sempra Energy in 2001, Householder was a partner at PricewaterhouseCoopers in the firm's national tax office. Before that, he was vice president of Corporate Development and assistant chief financial officer of Unocal until 1999. There, Householder was responsible for worldwide tax planning, financial reporting and forecasting, and risk-management compliance. Before that, Householder served as an associate attorney at the firm of Halstead, Baker & Olson from 1984 to 1986. Prior to that, he was a certified public accountant at Maginnis, Knechtel & McIntyre from 1979 to 1984. Householder has a bachelor's degree in business administration from the University of Southern California and a law degree from Loyola Law School. Also, he has completed the executive program at UCLA Anderson School. He is a member of the Tax Executives Institute, the American Institute of Certified Public Accountants, the California Bar and the American Bar Association.

Organization Position Status
Sempra Energy Senior Vice President, Controller and Chief Accounting Officer Current
Tax Executives Institute, Inc Board of Directors Current
California Bar Board of Directors Current
Unocal Corporation B.V. assistant chief financial officer Former
Unocal Corporation B.V. Vice President of Corporate Development Former
PricewaterhouseCoopers partner Former
University of Southern California bachelor's degree in business administration Former

Organization Position Status
Tax Executives Institute, Inc Treasurer Current

Organization Position Status
Martin I. Schenk, CPA C.P.A., P.C. Current
Tax Executives Institute, Inc Board of Directors Current
Golden Gate University Assistant Professor Former

Organization Position Status
Intermolecular, Inc Chief Financial Officer Current
Tax Executives Institute, Inc Board of Directors Current
Sunrise Telecom, Inc. Cfo Former
Amdahl Corporation Manager Former
Sunrise Telecom, Inc. Treasurer Former

Phil is the Director of Tax Planning and Analysis at Safeway, where he has worked since 1985. Previously he worked at Peat Marwick (now KPMG), a CPA firm. Originally from South Carolina, Phil attended the University of South Carolina and Northeastern University in Boston. A resident of Berkeley, he serves on the board of directors of the San Francisco chapter of the Tax Executives Institute.

Organization Position Status
Safeway Inc. Director of Tax Planning and Analysis Current
Alameda County Community Food Bank Board of Directors Current
Tax Executives Institute, Inc Board of Directors Current
Peat Marwick International Former
University of South Carolina Former
Northeastern University Former

Organization Position Status
Tax Executives Institute, Inc Board of Directors Current
American Institute of Certified Public Accountants Board of Directors Current
Oklahoma Society of Certified Public Accountants Board of Directors Current
Occidental Petroleum Corporation Manager Former
The University of Tulsa Master of Taxation Former
The University of Tulsa B.S. In Business Administration Former

Organization Position Status
American Institute of Certified Public Accountants Member Current
Tax Executives Institute, Inc Member Current
Alleghany Corporation Vice President Former
KPMG International partner Former
University of Pennsylvania Graduate Former

Daniel J. Hartnett, vice president, Tax and Treasury, joined Andrew in April 1997 as tax director and was elected vice president in July 2003. Prior to joining Andrew, he was employed by Sara Lee Corporation and the public accounting firm of Touche Ross. He holds a Juris Doctorate (JD), Master of Science and Tax (MST) from DePaul University and a BA from Northern Illinois University. He is a member of the Illinois Bar, the American Institute of Certified Public Accountants (AICPA) and Tax Executives Institute.

Organization Position Status
American Institute of Certified Public Accountants Member Current
Tax Executives Institute, Inc Member Current
Andrew Corporation Vice President Former
Andrew Corporation Tax Director Former
Sara Lee Corporation NA Former
Touche Ross & Co. NA Former
Andrew Corporation Treasury Former
DePaul University Juris Doctorate (Jd) Former
DePaul University Master of Science and Tax (Mst) Former
Northern Illinois University BA Former
Northern Illinois University BA Former

Organization Position Status
Global Securitization Services Tax Director Current
Tax Executives Institute, Inc Member Current
American Institute of Certified Public Accountants Member Current
AT&T Capital Corporation Manager Former
Mattia Senior Accountant Former
Amper, Politziner & Mattia, P.C. Senior Accountant Former
Fairleigh Dickinson University Master of Science In Taxation Former
The College of New Jersey Bachelor of Science Degree In Accounting Former

Organization Position Status
American Institute of Certified Public Accountants Member Current
Tax Executives Institute, Inc Member Current
University of California, Berkeley MBA In Finance Former

Organization Position Status
Jager Building Systems, Inc. A. Chief Financial Officer Current
Tax Executives Institute, Inc Member Current
Tax Executives Institute, Inc Member Current
Jager Chief Financial Officer Former
TransAlta Corporation Former
University of Alberta Bachelor of Commerce Former

Organization Position Status
The Ryland Group, Inc. Vice President, Tax Current
Tax Executives Institute, Inc Member Current
The Ryland Group, Inc. Tax Director Former
The Ryland Group, Inc. Tax Manager Former
The Ryland Group, Inc. Tax Senior Former
University of Baltimore Bachelor of Science Degree In Accounting. Former

Bob Welyki is vice president and treasurer of CDW, a FORTUNE 500 company and a leading provider of technology products and services for business, government and education. Welyki is responsible for overseeing all aspects of the company's cash management. Additionally he oversees CDW's tax, investment management, risk management strategy, payroll and benefit and stock option plan administration. Welyki began his CDW career as director of tax and treasury. Prior to joining the CDW team, he served as tax director, vice president and treasurer for CCC Information Services. Before CCC Information Services, Welyki was a tax manager at Price Waterhouse. Welyki, a certified public accountant, earned a Bachelor of Science in accounting from University of Illinois. He is a member of the American Institute of Certified Public Accountants, the Illinois CPA Society and the Tax Executives Institute.

Organization Position Status
CDW Government, Inc. Treasurer & Vice President Current
CDW Corporation Vice President, Treasurer & Secretary Current
CDW Government, Inc. Board of Directors Current
Macwarehouse Board of Directors Current
Tax Executives Institute, Inc Member Current
Illinois CPA Society Member Current
American Institute of Certified Public Accountants Member Current
CCC Information Services, Inc. Vice President Former
CCC Information Services, Inc. Tax Director Former
CCC Information Services, Inc. Treasurer Former
CDW Corporation Director Former
University of Illinois Bachelor of Science In Accounting Former

Organization Position Status
EMCOR Group, Inc. Vice President, Taxation Current
New York State Bar Association Member Current
Tax Executives Institute, Inc Member Current
Brooklyn Law School Jurist Doctor Degree Former
New York University School of Law Master of Law Degree In Taxation Former
Long Island University Bachelor's of Science Degree In Accounting Former
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