Southern California Tribal CFO Roundtable

Start time:
December 12, 2019 11:30 AM PST
2 hours
Pechanga Resort Casino | Resort Tower Coyote Room
45000 Pechanga Parkway
Temecula, CA 92592
Kendall Simich, Moss Adams, 503-471-1272
Cost to attend:

The Southern California Tribal CFO Roundtable Series is an exclusive forum that offers tribal CFOs the opportunity to interact with peers and discuss topics of interest.

Hosted with Sheppard Mullin, the December roundtable will feature guest speakers from the IRS’s Office of Indian Tribal Governments: Christie Jacobs, director, and Telly Meier, field operations manager. Together, they’ll discuss key developments relevant to tribes, including:

  • Tribal Treasury Advisory Committee updates
  • The leadership transition within the Indian Tribal Government Division of the IRS
  • IRS consultation on taxation of tribally chartered entities

We look forward to seeing you there.



Christie Jacobs, Director, Internal Revenue Service's Office of Tribal Governments

Christie has worked closely with tribal governments and has extensive experience with a wide variety of existing and emerging tribal and gaming issues. She has developed a close and positive relationship with tribal governments, regulators, tax professionals and other stakeholders.

Telly Meier, Field Operations Manager, Internal Revenue Service's Office of Tribal Governments

Telly has been an IRS Indian Tribal Governments Tax Law Specialist since September 2011. He provides counsel and advice regarding ITG issues to both IRS management and ITG field specialists and managers. He also provides direct assistance and support to taxpayers with ITG questions. Prior to joining the IRS, Telly represented Indian tribal governments and nonprofit organizations in private practice.

Registration Form


CPE Information

Program Level:
Taxes: 2
Delivery Method:
Learning Objectives:

After completing this training, participants will be able to identify changes resulting from the Tribal Treasury Advisory Committee update; identify best practices for working with the Treasury Advisory Committee; and describe current IRS guidance on Section 17 entities as it relates to tribally chartered entities.



Target Audience:

Audit Committee Members; CEOs and other C-level Executives; Chairpersons; Controllers; Directors; Treasurers

Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Kendall Simich at 503-471-1272 or send her an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Applicable Industries