Local Luncheon Groups & Chairs


The Institute has numerous Local Luncheon groups that meet throughout the year. These groups are organized by IPT members and function on an independent basis. 

Upcoming Local Luncheons  

IPT will update as information becomes Available.

 Local Luncheon Group  Date  Time   Place Speaker  Topic  Contact/Registration 
 Seattle March 30, 2018 11:00 am  The Hyatt Regency Bellevue, 900 Bellevue Way NE, Bellevue, WA 98004  Jon Worden, Director International Income Tax, Ryan LLC & Mindy Mayo, Principal, Practice Leader Employment Tax, Ryan LLC Federal Tax Reform – Implications for Payroll Tax, State & Income Taxes & More   Sharon Simas
 St. Louis April 26, 2018    Maggiano's  TBD Economic Development - Incentive Programs; Missouri Tax Reform Legislation; Tax Audit Procedures and Issues Randy Hilger, CMI
 Chicago July 18, 2018  Shot Gun start at 1:00pm  MAPLE MEADOWS GOLF COURSE
272 Addison Road, Wood Dale, Illinois 60191
(630) 616-8424

 Cost is $ 110.00 per golfer or foursome discount of $425.00.
Reservations are accepted on a first-come basis with a limit of 36 foursomes.
You will be sent an e-mail confirmation of your reservation.
 Steve Stallings
DFW   July 26, 2018  11:30 am Maggiano's Little Italy, 6001 W Park Blvd, Plano, TX 75093   TBD TBD Lynn Krebs 
 DFW  October 23, 2018 11:30 am  Cowboys Golf Club in Grapevine    TBD TBD  Lynn Krebs

Local Luncheon Liaison Committee 
(coordinates the activities of the local groups) 
Kathleen A. Foster, CMI, Chair 

Geographical Listing of Local Luncheon Groups & Chairs


• Arizona
Phoenix Area
JoAnn F. Pierson

• Arkansas
Northwest Arkansas
Juli Dorrough

• California
Los Angeles Area
Mindy McLees, CMI

San Diego Area
Kevin D. Wilson, CMI, CPA 

Silicon Valley Area
Gus Rivera

• Delaware 
Delaware Valley Group
Lawrence J. Mellon 
Billie-Jo Tozer Dodson, CMI

• District of Columbia
DC, Maryland & Virginia Area
Martin P. Lutsky, CMI

• Florida
South Florida
Karen A. Lake, CPA

• Georgia
Atlanta Area
Adam B. Richmond
• Idaho
Boise Area
Sarah Weintraub

• Illinois
Chicago Area
Donald F. Nesci

• Indiana
Indianapolis Area
Carla D. Higgins, CMI

• Kentucky
Mark F. Sommer, Esq.

• Maryland
See District of Columbia

• Massachusetts
Boston Area
Gregory S. Messina

• Minnesota
Twin Cities Area
Masha M. Yevzelman

• Missouri
St. Louis Area
Randy Hilger, CMI, CPA, CMA

•(Northern) New Jersey
Paul D. Roberts, ASA


• New York 
New York City  
Jennifer Goldstein,Esq.
Jack Trachtenberg, Esq. 

• North Carolina
Charlotte Area
Kathleen A. Foster, CMI

Triangle Area
Kirk H. Neely, CMI

• Ohio
Cleveland Area
Richard D. Turner, CPA 

• Pennsylvania
Delaware Valley (Philadelphia)
Billie-Jo Tozer Dodson, CMI
Lawrence J. Mellon

• Western Pennsylvania
Pittsburgh Area
Caroleann Santa

• Tennessee

Memphis Area
Anna Howell

Nashville Area
Ronnie V. Gregory, CMI, CPA 
Michelle Coleburn

• Texas
Austin Area
Eric Hagenswold, Esq.

Dallas/Ft.Worth Area
Lynn D. Krebs, CMI 

Houston Area
Samuel C. Kinslow, CMI
Nola T. Newcomb

San Antonio Area
Jamie Stottlemyre, CMI, CPA 

• Virginia (See also District of Columbia)
Hugh R. Bishop, CMI

• Washington
Seattle Area
Tarah McLaughlin, CPA 
Eric Siedentopf, CPA 
Darcy Kooiker, CPA 

• Wisconsin
Milwaukee Area
Paula M. Jung