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

Chicago Area IPT LLG * Wednesday, June 7, 2023 * 3:30 - 6:30
Location: Rivers Restaurant, 30 South Wacker Drive, Chicago (NOT Rivers Casino, this is the restaurant on the River in downtown Chicago) 
Topic: Cap Rates Conversation: Peer Perspectives
Panelists:
Christina Lynch, Director of Legal at Cook County Assessor’s Office
Brad Braemer, MAI, AI-GRS, Commercial Appraiser at REAC
Michael Marks, Execute Director, Capital Markets
Moderated by Peter Verros, Verros Berkshire
*PLEASE EMAIL MELISSA WITH YOUR RSVP by TUESDAY, JUNE 6th, 2023.* 

28th Annual Chicago Area IPT Golf Outing * August 16, 2023
More Details to Come!
Contact: Melissa Metzelfeld
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2023 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

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