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 
 DFW  January 24, 2019 11:30 am Maggiano's Little Italy, 6001 W Park Blvd, Plano, TX 75093 Legislative Update: Details on bills filed in the Texas legislature and other key SALT initiatives around the country.   Paul Pennington and Phil Horwitz
Lynn Krebs
Atlanta  February 6, 2019 11:30 am Maggiano's Perimeter - 4400 Ashford Dunwoody Road, Atlanta GA 30346 Changes in 2019 - Best practices for Taxpayers and Their Representatives Assessors Marcia Shippey-Price, CMI
 Chicago February 6, 2019 11:30 am  Maggiano's Banquets, 111 West Grand Avenue, Chicago, IL 60610 Cook County Land Bank Authority Overview   Robert (Rob) Rose, Executive Director, Cook County Land Bank Authority (CCLBA)  Register
 Memphis February 27, 2019   11:30 am  International Paper World Headquarters; Tower 3, Ponderosa Pine Conference Room TBD  TBD  Anna Howell 
St. Louis  April 23, 2019 11:30 am Maggiano's TBD TBD  Casey Lindsey
Atlanta    May 21, 2019 11:30 am  Maggiano's Perimeter - 4400 Ashford Dunwoody Road, Atlanta GA 30346 Tax Updates/Impact of Wayfair
TBD Marcia Shippey-Price, CMI
Memphis  May 22, 2019 11:30 am International Paper World Headquarters; Tower 3, Ponderosa Pine Conference Room TBD  TBD Anna Howell 
 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



Jessica C. Nowlin

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

2018-19 Luncheon Committee Chairs By State

 
 


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

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

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

San Francisco
Sandra J. Jacobs, CMI
KPMG LLP

Silicon Valley Area 
Gus Rivera
Intel Corporation

Delaware: 
Delaware Valley Group
Lawrence J. Mellon
Vertex Inc.

Georgia: 
Atlanta Area 
Marcia N. Shippey-Pryce, CMI
WestRock

David Childs, Esq.
ADP Added Value Services

Illinois: 
Chicago Area 
Donald F. Nesci
Abbott Laboratories

Massachusetts:
Boston
Laurie Albano
The Albano Group LLC

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

Missouri: 
St. Louis Area 
Matthew Landwehr, JD
Thompson Coburn






 

 

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

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

Western Pennsylvania 
Pittsburgh Area
Caroleann Santa
Koppers Inc.

Tennessee: 
Memphis Area 
Anna Howell
Evergreen Packaging

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

Michelle Coleburn 
HCA, Inc.

Texas:
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

Toledo
Annette Prehn, CMI
Owens-Illinois, Inc.

Washington: 
Seattle Area 
Darcy N. Kooiker, CPA 
Ryan, LLC

Tarah M. McLaughlin,  CPA 
Weyerhaeuser NR Company

Eric Siedentopf, CPA 
Costco Wholesale Corporation

Wisconsin:
Milwaukee
Paula M. Jung
Johnson Controls, Inc.