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 
 Silicon Valley December 5, 2017  8:00 am  Biltmore Hotel and Suites, Santa Clara,
2151 Laurelwood Rd., Santa Clara, CA 95054
 Speakers from Eversheds Sutherland, LLP: Eric Tresh, Tim Gustafson, Jeff Friedman, Marc Simonetti, Robert Merten,
Michele Borens, Eric Coffill, and Carley Roberts
 State and Local Tax Register
 Chicago December 13, 2017 11:15 am  Maggiano's Banquets, 111 West Grand Avenue, Chicago, IL 60610 Connie Beard, Director, Illinois Department of Revenue & Carol Portman, President, Taxpayers Federation of Illinois     Register
 Seattle December 20, 2017 11:00 am   Nintendo of America,Inc.
4600 150th Avenue NE
Redmond, WA
Eric Siedentopf
Costco Wholesale, Inc.
Don King
Nintendo of America, Inc.
Tarah McLaughlin
Weyerhaeuser
‘Tis the Season for
Giving Practical Tax Tips 
Sharon Simas



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
Louisville
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)
Richmond
Hugh R. Bishop, CMI

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

• Wisconsin
Milwaukee Area
Paula M. Jung