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
Chicago
Date/Time
October 16, 2019 - 11:30 am
Location
Maggiano's Banquets
111 West Grand Avenue
Chicago, IL 60610 
Topic & Speakers
Creating a Fair, Ethical, and Transparent Assessor's Office - Fritz Kaegi Cook County Assessor 
Register
Houston
October 16, 2019 - 11:00 am 
Sweetwater Country Club  
4400 Palm Royale Blvd  
Sugar Land, TX 77479 
Lunch and Ethics Presentation: 
Golf, Ethics Presentation and Lunch $95 per person, $100 after October 11th 
Ethics Presentation and Lunch Only $40.00 per person, $45 after October 11th   
St. Louis
October 22, 2019 - 11:30 am
Maggiano’s Little Italy
#2 The Boulevard
St. Louis, Missouri 63117 
Presentations:
MO SALT Update – What’s New at the DOR 
Multistate SALT Update – What you need to know 
Tax Automation – Preparing for the Future of SALT Compliance

Speakers:
Maria Sanders – DOR, General Counsel
Amy Jackson – Brown Smith Wallace, Manager State & Local Taxes
Robert Willeford – Anders CPAs + Advisors, Director of State & Local Tax
Jeff Schuetz – RubinBrown, Partner
Matt Landwehr – Thompson Coburn LLP, Partne
Maria Sanders- DOR, General Counsel
Doris Cordevant- Emerson, Manager, Indirect Tax
Lynn Moore- the Boeing Company, Tax Project Manager
Craig Ruppel- Thompson Coburn LLP, Partner
Seattle
October 23, 2019 - 11:00 am
The Columbia Tower Club 701 5th Avenue
75th Floor 
Seattle, WA 98104 
Presentation:
Is Seattle Gaining Ground in its Quest  for an Income Tax?  

Speakers:
Senator Steve O’Ban - 28th District Washington State Senate 
Norman J. Bruns - Attorney Foster Garvey, P.C. 
 
DFW
October 30, 2019 - 11:30 am Lunch and 1:30 pm tee time
Cowboys Golf Club
1600 Fairway Dr.
Grapevine, TX 76051 
Speaker:
Paul Pennington

Topic:
Texas Property Tax and ARB Reform
Memphis
November 21, 2019 - 11:30 am 
International Paper World Headquarters
Tower 3
Ponderosa Pine Conference Room
Memphis, TN
Presentation:
SALT Topics  

Speaker:
John Fletcher - Jones Walker
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
Reed Smith 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.