Local Luncheon Groups & Chairs
The Institute for Professionals in Taxation® has local luncheon groups in numerous cities across the US, which hold luncheon programs throughout the year. These local programs afford an opportunity for local members of the Institute and others whose primary corporate responsibility is in the area of State and local income, property and/or sales and use taxation to gather and discuss topics of mutual interest or concern.
The luncheon group planning committee, which is composed of IPT members, develops and hosts the programs that are presented. Any IPT member interested in becoming involved in the planning committee should contact the chair of that luncheon group.
A mailing list of members in the area as well as others who have expressed interest is maintained by the luncheon group. The luncheon fee imposed is to help to cover the costs of the function. Continuing education credit is available for CMIs/CCIPs to use toward their designation provided proper forms are completed. If you are interested in being on the mailing list for a particular group please either contact that group´s Chair or the
IPT office.
Local Luncheon Group Continuing Education Guidelines
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 Houston Area Luncheon Group Annual Ethics Luncheon and Golf Tournament * October 3, 2022 * 10:45 AM
Where: Blackhorse Golf Club, 12205 Fry Road, Cypress, TX 77433
Golf, Ethics Presentation and Lunch: $125 per person, $135 after September 20th
Ethics Presentation and Lunch Only: $40 per person, $45 after September 20th
Register: HoustonIPTLuncheon@gmail.com
IPT St. Louis Luncheon Group * October 25, 2022
Where: Spazio Westport
Contact: Veronica L. Pyatt
DFW IPT Local Luncheon Group Fall Luncheon and Golf Tournament * October 26th, 11:30 am, and 1:00 pm shotgun start
Where: Cowboys Golf Club, 1600 Fairway Drive, Grapevine, TX 76051
Topic: Nobody Puts Pandora Back in the Box: State Tax Implications of a Remote Working World
Speaker: Presented by K&L Gates LLP: Sam Megally, Partner; Cindy Ohlenforst, Partner; Macie Kurtz, Associate
Registration: Registration Form. Send completed registration form to dfwiptgroup@gmail.com or Kristen.Scherer@mossadams.com
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2022 Luncheon Committee Chairs By State
Chair, Local Luncheon Liaison Committee
Jessica Nowlin
Best Buy Enterprise Services, Inc.
Arizona:
Phoenix Area
Angela Shrock
DuCharme, McMillen & Associates, Inc.
Arkansas:
Northwest Arkansas
Juli D. Dorrough
JB Hunt Transport Services, Inc.
California:
Chair:
San Francisco
Sandra J. Jacobs, CMI
KPMG LLP
Co-Chair
Vanessa Frank Ruppert, CMI
Ebay
Vice Chair
Stephanie Gilfeather
Expedia Group, Inc.
Silicon Valley Area
Gus Rivera
Intel Corporation
Georgia:
Atlanta Area
Marcia N. Shippey-Pryce, CMI
WestRock
Illinois:
Chicago Area
Ellen Berkshire
Verros, Berkshire, PC
Massachusetts:
Boston Area
Laurie Albano
The Albano Group LLC
Minnesota:
Twin Cities Area
Masha M. Yevzelman, Esq.
Fredrikson & Byron, P.A.
Missouri:
St. Louis Area
Matthew J. Landwehr, Esq.
Thompson Coburn LLP
New Jersey: See Delaware Valley Group
Ohio:
Toledo
Annette Prehn, CMI
Owens-Illinois, Inc.
Pennsylvania:
Western Pennsylvania Pittsburgh Area
Caroleann Santa
Koppers Inc.
Delaware Valley Group
Robert Weyman
KPMG LLP
Tennessee:
Memphis Area
Anna Howell
Pactiv Evergreen
Nashville Area
Co-Chairs:
Ronnie V. Gregory, CMI, CPA
Ryan, LLC
Michelle Coleburn
HCA, Healthcare Inc.
Texas:
Dallas/Ft.Worth Area
Kristen Scherer, CMI
Moss Adams LLP
Houston Area
Co-Chairs:
Samuel C. Kinslow, CMI
Ernst & Young, LLP
Nola T. Newcomb
Boardwalk Pipelines Partners, LP
San Antonio Area
Chair:
Jessica R. Medellin, CMI
Energy Transfer
Co-Chair:
Crystal L. Hildebrand, CMI, CPA
KPMG LLP
Washington:
Seattle Area
Co-Chairs:
Darcy N. Kooiker, CPA
Ernst & Young LLP
Tarah M. McLaughlin, CPA
Amazon.Com
Eric Siedentopf, CPA
Costco Wholesale Corporation