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 Topic  Speaker Contact/Registration 
Memphis  May 22, 2019 11:30 am International Paper World Headquarters; Tower 3, Ponderosa Pine Conference Room SALT Topics John Hess with Ducharme, McMillen & Associates Anna Howell 
Seattle  June 7, 2019 11:30 am Costco Wholesale Corporation, 845 Lake Drive, Issaquah, WA  98027 “The Art of Making Sausage” - Behind the Scenes  of the 2019 Washington Legislative Session   Scott Edwards Partner Lane Powell PC; Clay Hill Director, Government Affairs on Tax & Fiscal Policy Association of Washington Business; Darcy Kooiker Principal Ryan; Rep. Drew Stokesbary, 31st District   Register 
 Charlotte June 7, 2019 11:30 am Maggiano’s South Park   Diversity, Efficiency, Culture and Kindness rooted in principals based on the pit crew experience.  They will provide proven, and perhaps unconventional tactics on building, becoming and being a team.  Their presentation will inspire and empower attendees and dispel the common misconception that one needs a fancy title to lead; confirming the belief that some of the best leaders come from the middle.  DECK Leadership co-founders, Shaun Peet and Mike Metcalf Kathy Foster, CMI
Chicago  July 24, 2019  Shot Gun start at 1:00pm  MAPLE MEADOWS GOLF COURSE
272 Addison Road, Wood Dale, Illinois 60191
(630) 616-8424
 25th Golf Outing   SIGN UP ASAP - SPACE IS LIMITED 
 DFW July 25, 2019 11:30 am Hackberry Creek Country Club, 1901 Royal Lane, Irving, TX  SALT Legislation and Policy Update  Dale Craymer, President, TTARA  Lynn Krebs 
 Memphis August 21, 2019 11:30 am International Paper World Headquarters; Tower 3, Ponderosa Pine Conference Room TBD  TBD Anna Howell
 Atlanta September 25, 2019 11:30 am  Maggiano's Perimeter - 4400 Ashford Dunwoody Road, Atlanta GA 30346
Ethics TBD Marcia Shippey-Price, CMI
 DFW October 30, 2019 11:30 am Lunch and 1:30 pm tee time  Cowboys Golf Club, 1600 Fairway Dr, Grapevine, TX 76051  TBD   TBD Lynn Krebs  

Chair, Local Luncheon Liaison Committee 
Best Buy Enterprise, Services Inc. 

2018-19 Luncheon Committee Chairs By State


Phoenix Area 
Angela Shrock
DuCharme, McMillen & Associates, Inc.

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

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

San Francisco
Sandra J. Jacobs, CMI

Silicon Valley Area 
Gus Rivera
Intel Corporation

Delaware Valley Group
Robert Weyman
Reed Smith LLP

Atlanta Area
Marcia N. Shippey-Pryce, CMI

David Childs, Esq.
ADP Added Value Services

Chicago Area
Ellen Berkshire
Verros, Berkshire, PC

Laurie Albano
The Albano Group LLC

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

St. Louis Area 
Matthew Landwehr, JD
Thompson Coburn



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

Annette Prehn, CMI
Owens-Illinois, Inc.

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, LLC

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

Nola T. Newcomb
Boardwalk Pipelines, LLC

San Antonio Area 
Jamie Paul Stottlemyre, CMI, CPA 
Deloitte Tax LLP

Seattle Area 
Darcy N. Kooiker, CPA
Ryan, LLC

Tarah M. McLaughlin,  CPA

Eric Siedentopf, CPA
Costco Wholesale Corporation

Paula M. Jung
Johnson Controls, Inc.