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. 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 will update as information becomes available.

San Francisco & Delaware Valley/PA Institute of Professionals in Taxation Virtual Local Luncheon
Wednesday, September 29, 2021 * 10:00 AM – 11:15 AM PDT / 1:00 PM – 2:15 PM EDT * Registration:  $25 Members / $50 Non-Members
Topic: Hot Topics Coast To Coast
Speakers:
Ilya A. Lipin, Managing Director, State & Local Tax, BDO
Michele Borens, Partner, Eversheds Sutherland (US) LLP
Mark E. Holcomb, Of Counsel, Dean, Mead & Dunbar
Nikki Dobay, Partner, Eversheds Sutherland (US) LLP
Sebastian C. Watt, Senior Associate, ReedSmith LLP
Theodore R Bots, Principal, Baker & McKenzie LLP
Contact: Registration Information

IPT St. Louis Local Luncheon Group * Tuesday, October 26, 2021 * 1:00 pm - 4:00 pm (3.0 Hours of CPE)
TOPICS AND SPEAKERS:
Constitutional Arguments in SALT Cases
Janette Lohman, Partner, Thompson Coburn, LLP

Wayfair Implementation and DOR Update
Christopher Fehr, Managing Counsel, Missouri Dept. of Revenue
 
Ethics/Bias Elimination
Jessica Liss, Office Managing Principal, JacksonLewis
Register: Click Here

DFW Local Luncheon Group, October 27, 2021, 11:30 am luncheon, 1:30 pm golf tournament
Location: Cowboys Golf Club, 1600 Fairway Dr., Grapevine, TX 76051 
Contact: Lynn Krebs, PhD, CMI 

Chicago Local Luncheon October 20, 2021
TBD
 
Chicago Local Luncheon December 1, 2021
TBD







































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2021 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

Vice Chair
David Childs, Esq.
ADP 

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

North Carolina: 
Charlotte Area 
Kathleen A. Foster, CMI 
NTT America Solutions, Inc.

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
Evergreen Packaging

Nashville Area 
Co-Chairs:
Ronnie V. Gregory, CMI, CPA 
Ryan, LLC

Michelle Coleburn 
HCA, Healthcare Inc.

Texas:
Austin Area 
Eric Hagenswold, Esq. 
Scott, Douglass & McConnico, LLP

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 Partners, LP

San Antonio Area 
Jamie Paul Stottlemyre, CMI, CPA 
Deloitte Tax LLP

Washington: 
Seattle Area 
Co-Chairs:
Darcy N. Kooiker, CPA 
Ryan, LLC

Tarah M. McLaughlin,  CPA 
Amazon.Com

Eric Siedentopf, CPA 
Costco Wholesale Corporation