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 
Western Pennsylvania  September 22, 2017 11:30 am The Rivers Club, One Oxford Centre  Speakers: Fred Geldmaker, Senior Manager, Bayer U.S. LLC; Rachel Petras Senior Tax Consultant, Arconic; Michael Clary Senior Managing Consultant & Compliance Leader, Paradigm Tax The Nuts and Bolts of Personal Property Tax Compliance  Caroleann Santa 
Atlanta  September 26, 2017  11:30 am Maggiano's Perimeter Mall  John L. Coalson, Jr., Alston & Bird LLP; Janet Gagliano, PricewaterhouseCoopers LLP Abandoned and Unclaimed Property: A Legal Update Register
 Charlotte September 28, 2017 11:15 am Maggiano’s-SouthPark  Matt Brown and Russell Fincher
Ernst & Young LLP
Technology driving efficiency in the sales tax function  Kathleen Foster
 Chicago October 11, 2017 11:30 am Maggiano's, 111 West Grand Avenue,
Chicago, IL 60610
Craig Capilla
Franklin Law Group 
Unlawful Practice of Appraisal  Chicago LLG Website
 Houston October 18, 2017 11:30 am Cinco Ranch Golf Club
23030 Cinco Ranch Blvd
Katy, TX 77450
 COST: Golf, Ethics Presentation, and Lunch
$95 per person, $100 after October 11th
Ethics Presentation and Lunch Only
$40 per person, $45 after October 11th
 2017 Golf Tournament and Ethics Presentation Make Check To: Houston IPT Luncheon Committee
Mail to: Doug Maziur, Treasurer
Houston IPT
C/O KPMG
811 Main Street
Houston, TX 
 DFW October 24, 2017  11:30 am  Cowboys Golf Club, 1600 Fairway Drive, Grapevine, TX 76051  TBD SALT and Texas Property Tax Update   Lynn Krebs
St. Louis  October 24, 2047 11:30 am Maggiano’s Little Italy
#2 The Boulevard
St. Louis, Missouri 63117
Will Kraus – Missouri State Tax Commission; Rosella Schad, PE, CPA – Missouri State Tax Commission; Ed Macarthy, CPA – Ernst & Young LLP; Becky Jaspering, CPA – Ernst & Young LLP; Brennan Connor, JD, LLM – Ernst & Young LLP; Randy Hilger, CPA, CMA, CMI, CGMA - Ryan LLC
Property Tax – Missouri State Tax Commission Appeal Process, Recent Decisions and Emerging Issues; State Income/Franchise Tax and Sales/Use Tax – Economic Nexus and Market Based Sourcing Developments; Missouri’s Study Commission on State Tax Policy - Update  Randy Hilger 



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