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.

Seattle Local Luncheon Group March 25, 2020 - 10:00 am - 1:00 pm 
Columbia Tower Club
Topic: TBD
Speaker: Stephen Kranz from McDermott Will & Emery LLP
Contact: Sharon Simas

Chicago Local Luncheon Group - May 13, 2020
Maggiano's Downtown Chicago
516 North Clark Street
Chicago, IL 60654 
Topic/Speakers: TBD
Contact/Register: Ellen Berkshire

Memphis Local Luncheon Group - May 21, 2020 
International Paper World Headquarters
5350 Poplar Avenue, Suite 600
Memphis, TN 38119 
Topic: State & Local Tax
Speaker: TBD
Contact/Register: Anna Howell

Atlanta Local Luncheon Group - May 28, 2020
Maggiano's Perimeter
4400 Ashford Dunwoody Road
Atlanta, GA 30346 
Topic: Planning Opportunities - Nexus after Wayfair/Networking Activity 
Speaker: TBD
Contact/Register: Register

Chicago Local Luncheon Group - July 22, 2020
Maple Meadows
Golf Tournament
Contact/Register: Ellen Berkshire

DFW Local Luncheon Group - July 30, 2020
Hackberry Creek Country Club
1901 Royal Lane
Irving, TX 
Topic/Speaker: TBD
Contact/Register: Lynn Krebs

Memphis Local Luncheon Group - August 26, 2020 
International Paper World Headquarters
5350 Poplar Avenue, Suite 600
Memphis, TN 38119 
Topic: State & Local Tax
Speaker: TBD
Contact/Register: Anna Howell

Atlanta Local Luncheon Group - September 29, 2020
Maggiano's Perimeter
4400 Ashford Dunwoody Road
Atlanta, GA 30346 
Topic: Tax Technology - Automating Your Tax Department 
Speaker: TBD
Contact/Register: Register

Chicago Local Luncheon Group - October 14, 2020
Maggiano's Downtown Chicago
516 North Clark Street
Chicago, IL 60654 
Topic/Speakers: TBD
Contact/Register: Ellen Berkshire

DFW Local Luncheon Group - October 28, 2020 - 11:30 am Luncheon - 1:30 pm Shotgun Start 
Cowboys Golf Club
1600 Fairway Dr.
Grapevine, TX 76051  
Annual Luncheon & Golf Tournament
Contact/Register: Lynn Krebs

Memphis Local Luncheon Group - December 2, 2020 
International Paper World Headquarters
5350 Poplar Avenue, Suite 600
Memphis, TN 38119 
Topic: State & Local Tax
Speaker: TBD
Contact/Register: Anna Howell

Chicago Local Luncheon Group - December 9, 2020
Maggiano's Downtown Chicago
516 North Clark Street
Chicago, IL 60654 
Topic/Speakers: TBD
Contact/Register: Ellen Berkshire

 



2020 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:
San Francisco
Sandra J. Jacobs, CMI
KPMG LLP  

Vanessa Frank Ruppert, CMI
Ebay, Inc.

Stephanie Gilfeather
Instacart

Silicon Valley Area 
Gus Rivera
Intel Corporation

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 J. Landwehr, Esq. 
Thompson Coburn LLP

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

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, LLC

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