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 
 Chicago July 19, 2017  Shotgun Start @ 1:00 pm  MAPLE MEADOWS GOLF COURSE * 272 Addison Road * Wood Dale, Illinois 60191 

 Houston July 26, 2017 11:00 am Brennan’s of Houston - 3300 Smith Street - Houston, TX 77006  Tam Vo Director – C&I Grant Thornton 
Kirk Glasby Director DMA 
Melissa Theilig Senior Manager E&Y 
Eric Geisler President EIS 
Moderator: Jesse Broderick Managing Principal SumIt Credits, LLC  
Successful Methodology for Negotiating Credits and Incentives     Doug Maziur  
 DFW July 26, 2017 11:30 am Maggiano's Little Italy, 6001 W Park Blvd, Plano, TX 75093 Sam Megally, Partner, K&L Gates LLP   SALT Policy Update: with emphasis on Texas SUT and Franchise Tax Lynn Krebs
 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

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