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.

The Secret to Success - How to effectively utilize real estate appraisals to support your appeal 
 Local Luncheon Group  Date  Time   Place Speaker  Topic  Contact 
Phoenix  August 22, 2017 11:30 am Maggiano's Little Italy,  Joseph Dean, CCIP & Brandon Budde; Ryan, LLC  Making the Most of an Opportunity - Traditional Incentives & New Markets Tax Credits Explained Angela Shrock
 Memphis August 23, 2017 11:30 am International Paper Tower IV (2-103) 2nd floor Training room  Al Leistner and Sean Evans with DuCharme McMillen & Associates  TBD  Anna Howell
Atlanta  September 12, 2017 11:30 am Maggiano's - Perimeter Mall John L. Coalson, Jr., Attorney/Partner, Alston & Bird LLP & Janet Gagliano, Attorney/Partner, PricewaterhouseCoopers, LLP Abandoned and Unclaimed Property - A legal Update http://www.atlantaipt.org/
 DFW October 24, 2017  11:30 am  Cowboys Golf Club, 1600 Fairway Drive, Grapevine, TX 76051  TBD SALT and Texas Property Tax Update   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