Local Luncheons

Expand Your Professional Connections

Upcoming Luncheons

IPT Houston Local Luncheon * Spring Event at Brennan's * Wednesday May 20, 2026 * 1030am-130pm * $80

Where: Brennan’s of Houston – 3300 Smith Street, Houston TX 77006
Topics and Speakers:
Using AI in State and Local Tax – Applications and Best Practices
Niki Tello
Senior Manager
KPMG LLP

Property Tax Relief During the Interim Session and Texas Economic Development Incentives
Carl Walker, CPA
Tax Director
Advantous

Gerald Byrd
Manager of Business Incentives
Advantous
Register:Click Here

IPT San Antonio Local Luncheon Group * May 20, 2026 @ 11:30 AM

Where: Paesanos 1604, San Antonio, Texas
Topic: Foreign Trade Zones in the Current Tariff Landscape
Speaker:
Wes Bergeron
KPMG
Managing Director, Trade and Customs
CPE: CMIs will earn 1 hour towards renewing their designation.
Register: Click Here or use the Google Registration Form -- $40 per person.  $45 if received after May 15, 2026.

IPT Twin Cities Local Luncheon * May 21, 2026 * 330pm

Where: Yard House (West End), 1665 Park Pl Blvd, St Louis Park, MN 55416
Please RSVP or send questions to: Will Maye

IPT Atlanta LLG * May 21, 2026 * 1200 - 230pm * $60 Registration Fee

Where:
NorthPark Towncenter
1000 Abernathy Road
Atlanta, GA 30328
Georgia Meeting Room, 3rd Floor
Topic: Turning Up the Heat: Hot Topics in Sales & Use and Property Tax
Speakers:
Sales and Use Tax
- Berranthia Brown, Director, Indirect Tax, Coca Cola
- Kevin Watson, Managing Director, Aprio Advisory Group, LLC

Property Tax
- Brendan Baker, Managing Director, Ducharme, McMillen & Associates, Inc.
- Tiffany Williams, Senior Tax Manager, BlueLinx
Register: Click Here — we look forward to seeing you there!

2026 Luncheon Committee Chairs by State

 

Arizona

Phoenix Area
Angela Shrock
DMA-DuCharme, McMillen & Associates, Inc.

California

San Francisco
Sandra J. Jacobs, CMI
KPMG LLP

Silicon Valley
Gus Rivera
RSM US LLP

Georgia

Atlanta Area
Marcia N. Shippey-Pryce, CMI
APRIO, LLC

Illinois

Chicago Area
Ellen Berkshire, Esq.
Verros, Berkshire, PC

Minnesota

Twin Cities Area
William Mayer, CMI
KPMG LLP

Missouri

St. Louis Area
Matthew J. Landwehr, Esq.
Thompson Coburn LLP

Tennessee

Nashville
Michelle Coleburn
HCA Healthcare, Inc.

Texas

Austin Area

Jeffrey R. Cohen, CMI
Industrial Valuation Services

Dallas/Ft. Worth Area

Kristen Scherer, CMI
Baker Tilly

Houston Area
Co-Chairs:
Matthew K. Kuhl, CMI
Chevron Corporation

Nola T. Newcomb
Boardwalk Pipelines Partners, LP

San Antonio Area
Crystal Hildebrand, CMI
KPMG LLP
San Antonio LLG Email

Washington

Seattle Area
Eric Siedentopf, CPA 
Costco Wholesale Corporation