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 
 DFW  October 23, 2018 11:30 am  Cowboys Golf Club, 1600 Fairway Dr., Grapevine, TX 76051   Brian Liston, Esq. Supply Chain Evolution, Impact on SALT  Lynn Krebs
 St. Louis October 23, 2018 11:30 am Maggiano’s Little Italy – St. Louis, Missouri   “Wayfair – Now What?”
- Amy Jackson – Brown Smith Wallace
- Wayne Danneman – RubinBrown
“New Market Tax Credit”
- Jarrod Sharp – Thompson Coburn
“State Reactions to Federal Tax Cuts and Jobs Act”
- Susan Coronado Nunez - BDO
“Wayfair – Now What?”
- Amy Jackson – Brown Smith Wallace
- Wayne Danneman – RubinBrown
“New Market Tax Credit”
- Jarrod Sharp – Thompson Coburn
“State Reactions to Federal Tax Cuts and Jobs Act”
- Susan Coronado Nunez - BDO
Amy Salamone
 Seattle October 29, 2018 11:30 am  The Columbia Tower Club
701 5th Avenue, 75th Floor
Seattle, WA 98104 
An Interactive Panel: Where Do We Go From Here? Practical Considerations for Managing State & Local Tax Post-Wayfair   Scott Peterson
Vice President of U.S. Tax Policy &
Government Relations
Darcy Kooiker
Ryan LLC
Reid Okimoto
Principal & PNW Market Leader
State & Local Tax
Sharon Simas 
 Memphis November 28, 2018 11:30 am   International Paper World Headquarters located at 6400 Poplar Avenue, Memphis TN 38119   National Update on Income Tax, Sales/Use cases, Leasing and Alternative apportionment Methods Breen Schiller, David Machemer and Christopher Lutz with Horwood Marcus & Berk from Chicago, IL  Anna Howell
  Charlotte  November 29, 208  11:30 am  Maggiano's South Park Mecklenberg County Property Kellianne Nagy and Ken Joyner Kathy Foster
 Scottsdale November 29, 208  11:30 am  TBD  The Tax Year in Review & What is ahead in 2019  • James Busby, The Cavanaugh Law Firm
Patrick Derdenger, Steptoe and Johnson LLP
Kevin McCarthy, Arizona Tax Research Association
Angela Shrock 

Jessica C. Nowlin

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