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.

Local Luncheon Group
DFW
Date/Time
February 25, 2020
Location
Hackberry Creek Country Club
1901 Royal Lane
Irving, TX
Topic & Speakers
TopicProperty Appraisal Principles and Wayfair Update

Speaker:  
Mark Hutcheson, CMI, Esq., CRE and John Harper
Register
Twin Cities
February 25, 2020
Minnesota Department of Revenue
Harold E. Stassen Office Building
600 North Robert Street
St. Paul, MN 55101
Topic: Review the Policy and Technical Tax Bills, co-sponsored by the Institute for Professionals in Taxation (IPT) and the Minnesota State Bar Association Tax Section (MSBA).  

Speakers:
Members of the Minnesota Department of Revenue Senior Leadership Team
RSVP 
Memphis
February 26, 2020
International Paper World Headquarters
5350 Poplar Avenue, Suite 600
Memphis, TN 38119
Topic: Sales Tax Considerations in the Wake of Wayfair

Speaker: 
Lauren Stinson, CMI -  Cherry Bekeart
Delaware Valley


San Francisco
February 26, 2020


February 27, 2020
Grant Thornton
2001 Market St, Suite 700
Philadelphia, PA 19103
Golden Gate University
536 Mission Street, 6th Floor – Room 6208
San Francisco, CA 94105
Topic:  The Latest on Wayfair and a national update on SUT and Corporate Tax Issues
Speakers: Jerry Glynn, Grant Thornton; Michael Beck, Grant Thornton; Scott Austin, PwC; Steve Jasper, Bass, Berry, & Sims

Topic
:  Property Tax
St. Louis




Chicago
April 21, 2020
11:00 - 3:30 pm



May 13, 2020
Spazio’s Westport
Grand Ballroom
12031 Lackland Road
Maryland Heights, MO 63146

Maggiano's Downtown Chicago
516 North Clark Street
Chicago, IL 60654
Missouri Legislative Update - Chuck Pierce – Pierce Company, LLC, Managing Member
Property Tax Update - Eric Peterson – Missouri State Tax Commission, Senior Hearing Officer
Best Practices in Audits - Eric Hill – Graybar, Corporate Tax Manager & Shelly Miller – Brown Smith Wallace, LLP, CPA, Supervisor
 
TBD
Veronica Pyatt - RSVP by April 13, 2020
Memphis
Atlanta
May 21, 2020
May 28, 2020
International Paper World HQ's
5350 Poplar Avenue, Suite 600
Memphis, TN 38119 
Maggiano's Perimeter
4400 Ashford Dunwoody Road
Atlanta, GA 30346
Topic: State and Local Tax 
Topic: Planning Opportunities - Nexus after Wayfair/Networking Activity
Chicago
DFW
July 22, 2020
July 30, 2020
11:30 am
Maple Meadows
Hackberry Creek Country Club
1901 Royal Lane
Irving, TX
Golf Tournament
TBD
Memphis
Atlanta
August 26, 2020
September 29, 2020
International Paper World HQ's
5350 Poplar Avenue, Suite 600
Memphis, TN 38119 
Maggiano's Perimeter
4400 Ashford Dunwoody Road
Atlanta, GA 30346
Topic: State and Local Tax 
Topic: Tax Technology - Automating Your Tax Department
Chicago
DFW
October 14, 2020
October 28, 2020
11:30 am Luncheon
1:30 pm Shotgun Start
Maggiano's Downtown Chicago
516 North Clark Street
Chicago, IL 60654
Cowboys Golf Club
1600 Fairway Dr.
Grapevine, TX 76051 
TBD
Annual Luncheon and Golf Tournament
Memphis
December 2, 2020
International Paper World Headquarters
5350 Poplar Avenue, Suite 600
Memphis, TN 38119 
 
Topic: State and Local Tax 
Chicago
December 9, 2020
Maggiano's Downtown Chicago
516 North Clark Street
Chicago, IL 60654
TBD
Chair, Local Luncheon Liaison Committee 
Best Buy Enterprise, Services Inc. 
 

2019-20 Luncheon Committee Chairs By State

 

Arizona:
Phoenix Area 
Angela Shrock
DuCharme, McMillen & Associates, Inc.

Arkansas: 
Northwest Arkansas 
Juli D. Dorrough
JB Hunt Transport Services, Inc.

California:
San Diego Area 
Chad Straube
DuCharme, McMillen & Associates, Inc.

San Francisco:
Sandra J. Jacobs, CMI
KPMG LLP

Vanessa Frank Ruppert, CMI
Ebay, Inc.

Stephanie Gilfeather
Instacart

Silicon Valley Area: 
Gus Rivera
Intel Corporation

Delaware: 
Delaware Valley Group
Robert Weyman
Reed Smith LLP

Georgia: 
Atlanta Area
Marcia N. Shippey-Pryce, CMI
WestRock

David Childs, Esq.
ADP Added Value Services

Illinois: 
Chicago Area
Ellen Berkshire
Verros, Berkshire, PC

Massachusetts:
Boston
Laurie Albano
The Albano Group LLC

Minnesota: 
Twin Cities Area 
Masha M. Yevzelman, Esq.
Fredrikson & Byron, P.A.

Missouri: 
St. Louis Area 
Matthew Landwehr, Esq.
Thompson Coburn LLP

New Jersey:
Delaware Valley Group
Robert Weyman
Reed Smith LLP
 


 

 

 

 

North Carolina: 
Charlotte Area 
Kathleen A. Foster, CMI
Dimension Data North America Inc.

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: 
Ronnie V. Gregory, CMI, CPA 
Ryan, LLC

Michelle Coleburn
HCA Healthcare, Inc.

Texas:
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, LP

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

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

Tarah M. McLaughlin,  CPA
Amazon.com

Eric Siedentopf, CPA
Costco Wholesale Corporation

Wisconsin:
Milwaukee
Paula M. Jung
Johnson Controls, Inc.