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 
Seattle  April 9. 2019 11:00 am  Columbia Tower Club
75th floor
701 5th Avenue
Seattle, WA 
 Fighting “Gross Income” and Sourcing for the Washington B&O Tax and Ohio CAT Gregg Barton, Perkins Coie; Kelvin Lawrence, Baker Hostetler  Register
St. Louis  April 23, 2019 11:30 am Maggiano’s Little Italy
#2 The Boulevard
St. Louis, Missouri 63117

1. Missouri Legislative Update
2. 2019 Property Tax Reassessment
3. “Better Together” City/County Merger Proposal
1. Joel Walters – Director of Revenue, Missouri Department of Revenue & Ray McCarty – President/CEO, Associated Industries of Missouri

2. Jake Zimmerman – St. Louis County Assessor; Mike Dauphin – The St. Louis City Assessor; Scott Shipman – St. Charles County Assessor; Rosella Schad – Manager Original Assessment Section, Missouri State Tax Commission

3. Dave Leipholtz – Better Together Staff & Marius Johnson-Malone – Better Together Staff

 Casey Lindsey
 Pittsburgh April 25, 2019 11:30 am Rivers Club, 301 Grant Street, Pittsburgh, PA 15219  The Ohio CAT and the West Virginia B&O Tax Tim Adams, Shareholder at Schneider Downs & Co., Inc.  Caroleann Santa at SantaC@koppers.com 
 Phoenix April 26, 2019 11:30 am MAGGIANO'S LITTLE ITALY 16405 NORTH SCOTTSDALE ROAD SCOTTSDALE, AZ 85254  Successful Audit Strategies   Keely Hitt - US Foods; Natalie Peeples - University of Phoenix; Zachary Reif - DMA Chad Pope at CPope@GoDaddy.com or (602) 350-2504 
 Chicago May 15, 2019 11:30 am  Maggianos Banquets
111 W. Grand Avenue
Chicago, IL 60610
(312) 644-4284
 Local Tax Morass:Insights, Opportunities and Challenges David Blum, Deputy Chair, Tax Practice Group, Akerman LLP  Register
Atlanta    May 21, 2019 11:30 am  Maggiano's Perimeter - 4400 Ashford Dunwoody Road, Atlanta GA 30346 Georgia Department of Revenue Taxpayer Services Updates/Impact of US Supreme Court Wayfair Ruling on States
Georgia Department of Revenue - Ron Johnson and Darcy Pyle; 
Eversheds Sutherland - Jonathan Feldman
Marcia Shippey-Price, CMI
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 
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

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.