ABA Section of Taxation Incoming Committee Chairs, Vice-Chairs, Officers & Council Orientation May 9, 2015 2015-2016 COUNCIL SECTION OFFICERS • CHAIR – George C. Howell, III • CHAIR-ELECT – William H. Caudill • VICE-CHAIRS o o o o o o o o ADMINISTRATION – Charles P. Rettig COMMITTEE OPERATIONS – Thomas J. Callahan CLE – Joan C. Arnold GOVERNMENT RELATIONS – Peter H. Blessing PRO BONO & OUTREACH – C. Wells Hall, III PUBLICATIONS – Julie A. Divola SECRETARY – Catherine B. Engell ASSISTANT SECRETARY – Katherine E. David OTHER COUNCIL MEMBERS • LAST RETIRING CHAIR – Armando Gomez • ABA DELEGATES – Richard Lipton & Susan Serota • 15 COUNCIL DIRECTORS 2015-2016 SECTION OFFICERS CHAIR – George Howell CHAIR-ELECT – William Caudill 2015-2016 SECTION OFFICERS Charles Rettig, Vice Chair (Administration) • Oversees Section Operations o Section Meetings, Sponsorships, Membership • Oversees Section Budget • Oversees Section Staff Tom Callahan, Vice Chair (Committee Operations) • Committee One-on-One Meetings and Committee Training • Ensures Efficient Committee Operations o Compliance with due dates and Section policies o Reviews and updates the Committee Code Responsibility List and the Guide to Committee Operations Joan Arnold, Vice Chair (CLE) • Oversees CLE initiatives o Section Meetings, Webinars, Co-sponsorships, International Programs • Oversees CLE Committee 2015-2016 SECTION OFFICERS Peter Blessing, Vice Chair (Government Relations) • Reviews all Government Submissions • Facilitates Government Meetings Wells Hall, Vice Chair (Pro Bono & Outreach) • Oversees Section Pro Bono Efforts o Adopt-a-Base, Tax Court Calendar Calls, Public Service Fellowship • Oversees Outreach to Members, Taxpayers, Media and Gov’t • Oversees Section’s Responses to News and Items of Interest Julie Divola, Vice Chair (Publications) • Editor-in-Chief of Periodicals o The Tax Lawyer, NewsQuarterly • Supervises Section’s Publications 2015-2016 SECTION OFFICERS Catherine Engell, Secretary Katy David, Assistant Secretary • Keeps Record of Section Proceedings • Ensures Meetings are Effectively Organized • Upholds Section Rules and Procedures • Supports Section Officers 2015-2016 Other Council Members Armando Gomez, Last Retiring Chair • Advises Council’s Activities • May Assist Chair in Various Roles to Advance Section’s Activities • Serves as Council Director for Various Administrative Committees of the Section Richard Lipton, Delegate to ABA House of Delegates Susan Serota, Delegate to ABA House of Delegates • Serves as the Section’s Liaisons to the ABA House of Delegates (HOD) • Represents Council in Submitting Recommendations to the HOD to be Adopted as Official ABA Policy • Communicates to the HOD the Section’s Concerns and Suggestions Section Staff • • • • • • • • • • Staff Director: Janet In Associate Director: Ty Hansen CLE: Chris Tank, Tim Brady Committee Operations/Government Relations: Jesse Tsai Meetings: Karen Dorbin, Haydee Moore, Sadia Siddiq Membership & Sponsorship: Yolanda Lee, Jennifer Porter Pro Bono: Derek Wagner Publishing: Anne Dunn, Isel Pizarro Technology: Ollie Tinsley Administrative Support: Greg Peacock, Tom Blandi Administrative Matters • Speaker Requests Must First be Sent to the Section for Approval • Please Appoint Liaisons to Diversity, Young Lawyers Forum, CLE, Publications, Sponsorship, and Membership & Marketing Committees • Changes to Publications – NewsQuarterly o New Supervising Editor: Linda Beale o Digital-only copies beginning fall 2015 o Will seek Liaison input regarding increased coverage of Committee activities • Tax Assistance Public Service (TAPS) Endowment Fund Committee Responsibilities • Immediate Action o Update Committee webpage with new Chair’s Message and leadership information by July 1, 2015 o Send a listserv email introducing yourself as Chair to your Committee • Responsibilities During Committee Leadership Term o Monitor topics under your jurisdiction (Code Responsibility List) Create Interesting, Diverse, and Relevant Programming Government Submissions o One annual VCCO one-on-one meeting o Committee Questionnaire (due September) o Reach out and welcome new members • All Resources Can Be Found Online on the Leadership Resources Page: http://www.americanbar.org/groups/taxation/resources/leadership.html Committee Operations Tips • Submit Spotlights Sooner Than Later • Copy relevant parties on communications o Council Director, Committee Officers, Relevant Section Staff • Use Committee Newsletter o Monthly during your leadership term o To-do list style action items o Relevant information • Make Regular Updates to Committee Webpage o Post Committee Project Updates (e.g., Government Submissions, Highlight Activities of Committee Members) o Post Legislative or Regulatory Developments o Post Committee and Subcommittee Programs and Materials o Contact Staff for Assistance Meeting Programs Tips • Plan Ahead • Coordinate Programs and Projects With Other Committees to Preclude Duplication or Conflict • Monitor Emerging Legislative and Regulatory Developments Within Your Committee Jurisdiction • Attract Participants with Diverse and Interesting Panels • Be Familiar with Reimbursement/Speaker policy Government Submissions • Three Kinds o Technical Comments (Most Common) • ABA delegates to the Tax Section commenting authority to Treasury, the Service, Labor, and PBGC • Narrow, time sensitive response to a “solicitation” • Priority Guidance Plan o Blanket Authority Comments (Legislative ) • Not covered under Tax Section’s commenting authority o ABA Policy (Very Rare) • To be adopted by ABA House of Delegates or Board of Governors as formal ABA policy Government Submissions • Comments are Submitted on Behalf of the Section and Should be Objective, Fair, and Respectful. o “Although the members of the Section of Taxation who participated in preparing these Comments have clients who would be affected by the federal income tax principles addressed by these Comments, or have advised clients on the application of such rules, no such member (or the firm or organization to which such member belongs) has been engaged by a client to make a government submission with respect to, or otherwise to influence the development or outcome of, the specific subject matter of these Comments.” Government Submissions 1. Alert Committee Chair, Staff Counsel, and Other Relevant Committees of your Intended Comment Project (See Code Responsibility List) 2. Draft Comments According to COGS Manual 3. Review Process: • Committee Chair • Council Director • Committee on Government Submissions (COGS) Review - all former Committee Chairs may serve as COGS Reviewer • Section Vice Chair (Government Relations) • Section Chair • ABA Reviewing Entities (only for blanket authority) CLE Program Tips • Suggest Contributions to CLE Programs o Section Meetings, Webinars, Stand-Alone Meetings o CLE Program Co-sponsorship Suggestions • Before any Action is Taken, All Suggestions Must First be Communicated to: o Joan Arnold, Section Vice Chair (CLE) o Your Council Director o Chris Tank, Section Staff Director of CLE • For Assistance, Contact Chris Tank, Staff Director of CLE o (202) 662-8678 o [email protected] Corporate Sponsorship Tips To ensure compliance with ABA policies, follow these steps before soliciting corporate sponsorship: 1. Secure sponsorship package found online 2. Contact Yolanda Lee, Staff Director of Corporate Sponsorship - (202) 662-8680 - [email protected] 3. Copy Yolanda on all correspondence with prospective sponsor(s) Questions? • Tom Callahan, VCCO (216) 566-5612 [email protected] • Jesse Tsai, Staff Counsel (202) 662-8675 [email protected]
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