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

Seattle IPT Local Luncheon Group * June 29th, 11:30 am to 1:00 pm
Where: Virtual 
Topic: The Transaction Sourcing Quagmire
Speakers:
Nicole Bryant, CMI
Grant Thornton LLP

John LaBorde
Moss Adams
Registration Contact: Darcy Kooiker 

DFW IPT Local Luncheon Group * July 28th, 11:30 am to 1:00 pm
Where: Hackberry Creek Country Club, 1901 Royal Lane, Irving, Texas
Topic: Texas SALT Update
Speakers:
Melinda Blackwell, Esq. from Blackwell & Duncan PLLC
Danielle Ahlrich, Esq. of ReedSmith LLP
Contact: Lynn Krebs, CMI, PhD 

IPT Chicago Area Luncheon Group Annual Golf Outing * August 17, 2022 * 11:00 AM
Where: Maple Meadows Golf Course, 272 Addison Road, Wood Dale, IL
$150 per person or $500 for a foursome
Contact: Peter Helland - peter.helland@nmrk.com

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
Contact: Lynn Krebs, CMI, PhD
__________________________________________________________________

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 
Lynn D. Krebs, CMI, Ph.D.
Tax Advisors Group, LLC


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