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 
 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   Jimmy Martens, CPA/Attorney Multi-State Issues & Compliance in the wake of S. Dakota v. Wayfair Lynn Krebs 
 Houston July 26, 2018 11:00 am Brennan’s of Houston, 3300 Smith Street, Houston, TX 77006  Stephen Webster, Cynthia Brake, Terry Gaul from Grant Thornton LLP State Income Franchise Tax - A Look at Federal Tax Reform  Doug Maziur 
 Twin Cities  August 6, 2018 11:00 am Majestic Oaks Golf Course, 701 Bunker Lake Blvd, Ham Lake, MN 55304 Panel of Experts  Wayfair Nexus Update: What Next?
Josh Korus

Cost: $20/person in advance; $25/person at the door for the Luncheon and Speaker Only
$65/person in advance for box lunch/drink tickets and Golf, or 
$80/per person to attend the luncheon, box lunch/drink tickets, and Golf 
 Memphis August 29, 2018 11:30 am International Paper World Headquarters 6400 Poplar Ave., Memphis, TN 38197 in the Ponderosa Pine LL-203 room located in Tower III   Steve Jasper and Michael Cottone with Bass Berry Sims   SALT  Anna Howell
 DFW  October 23, 2018 11:30 am  Cowboys Golf Club in Grapevine   Luncheon and Golf Club TBD  Lynn Krebs

Kathleen A. Foster, CMI

Chair, Local Luncheon Liaison Committee 
Dimension Data North America Inc.

2017-18 Luncheon Committee Chairs By State


Phoenix Area 
JoAnn F. Pierson
Ryan, LLC

Northwest Arkansas 
Juli D.  Dorrough
JB Hunt Transport Services, Inc.

San Diego Area 
Chad Straube
DuCharme, McMillen & Associates, Inc.

Silicon Valley Area 
Gus Rivera
Intel Corporation

Delaware Valley Group
Lawrence J. Mellon
Vertex Inc.

Billie-Jo Tozer Dodson, CMI
Global Tax Management, Inc.

Atlanta Area 
Adam Richmond
Preferred Tax Services

Chicago Area 
Donald F. Nesci
Abbott Laboratories

Laurie Albano
The Albano Group LLC

Twin Cities Area 
Masha M. Yevzelman, Esq.
Fredrikson & Byron, P.A.

St. Louis Area 
Randal A. Hilger, CMI, CPA, CMA
Ryan, LLC

New Jersey:
Northern New Jersey Area
Paul D. Roberts, ASA
International Appraisal Company Inc.



North Carolina: 
Charlotte Area 
Kathleen A. Foster, CMI 
Dimension Data North America Inc.

Triangle Area (Raleigh)
Kirk H. Neely, CMI
ABB, Inc.

Delaware Valley (see Delaware) 

Western Pennsylvania 
Pittsburgh Area
Caroleann Santa
Koppers Inc.

Memphis Area 
Anna Howell 
Evergreen Packaging

Nashville Area 
Ronnie V. Gregory, CMI, CPA 
Ryan, LLC

Michelle Coleburn 
HCA, Inc.

Austin Area 
Eric Hagenswold, Esq. 
Scott, Douglass & McConnico, L.L.P.

Dallas/Ft.Worth Area 
Lynn D. Krebs, CMI, Ph.D.
Tax Advisors Group, Inc.

Houston Area 
Samuel C. Kinslow, CMI 
Ernst & Young, LLP

Nola T. Newcomb
Boardwalk Pipelines, LLC

San Antonio Area 
Jamie Paul Stottlemyre, CMI, CPA 
Ryan, LLC

Seattle Area 
Darcy N. Kooiker, CPA 
Ryan, LLC

Tarah M. McLaughlin,  CPA 
Weyerhaeuser Company

Eric Siedentopf, CPA 
Costco Wholesale Corporation

Milwaukee Area 
Paula M. Jung
Johnson Controls, Inc.