Local Luncheons

Expand Your Professional Connections

Upcoming Luncheons

Atlanta IPT Luncheon Group * Tuesday, October 28th * 12:30 PM – 2:30 PM

Location: Bowlero, 2175 Savoy Dr, Chamblee, GA 30341
Activities: Enjoy bowling games, delicious food and drinks, and plenty of time to network!
Luncheon: $55 per person Group Discount: $5 off for groups of 10 or more from the same company
Registration: https://atlantaipt.org
Contact: 
Samantha McBean
Marcia Shippey-Pryce
Anthony Campbell

DFW AREA IPT Luncheon Group 18th Annual Samuel P. Birchfield Memorial Golf Tournament * October 31, 2025

Location: Cowboys Golf Club
1600 Fairway Drive
Grapevine, Texas 76501

🔗 Register: 18th Annual Samuel P. Birchfield Memorial Golf Tournament, Costume Contest, and Luncheon - Oct. 31, 2025

💲 Lunch Only: DFW IPT Golf Luncheon 10-31-2025 (lunch only) | PayPal

💲 Lunch + Single Player: DFW IPT Golf Luncheon 10-31-2025 (lunch + golf - single) | PayPal

💲 Lunch + Two Players: DFW IPT Golf Luncheon 10-31-2025 (lunch + golf - pair) | PayPal

💲 Lunch + Team: DFW IPT Golf Luncheon 10-31-2025 (lunch + golf - team) | PayPal

Houston IPT Luncheon Group * November 13, 2025

Location: Tour 18
Topic: Golf and Ethics 2025
Learning Objectives: Identify each provision of the IPT Code of Ethics. Analyze the applicability of each provision in light of specific fact situations. Recognize the difference between law and ethics. Recognize the need for a highly developed sense of ethical standards within the profession.
Agenda: Foundation of Ethics in Society * Importance of Ethics to the Tax Professional * IPT IPT Code of Ethics (20 Canons)
Speakers:
Matthew K. Kuhl, CMI, MBA
Manager of Valuation, Property and Severance Tax
Chevron Corporation

Shawn Carter
Talence
Contact: Matthew Kuhl 

IPT St. Louis Local Luncheon Group * November 13, 2025 * 1100 a.m.

Where: Thompson Coburn LLP, One US Bank Plaza, 505 N. 7th Street, 35th Floor, St. Louis, MO 63101
Topics/Presenters: 
1. Missouri Department of Revenue Update
•  Trish Vincent, Missouri Department of Revenue

2. OBBBA Update, State Tax Considerations and Indirect Tax: State of the States
•  Hilary Smith, Deloitte
•  Chad Halloran, Deloitte
•  Courtney Armstrong, Deloitte

3. AI in Indirect Taxation
•  Rudy Blahnik, Ernst & Young
Register: lbratcher@thompsoncoburn.com

Chicago IPT Luncheon Group * December 10, 2025 * 11:00 AM

Location: Greek Islands * 300 E. 22nd Street * Lombard, IL
Topic: 2025 State and Local Tax Recap
Speakers:
David Harris
Director
Illinois Department of Revenue

Maurice Scholten
President
Taxpayer's Federation of Illinois

Contact: Melissa Metzelfeld 

2025 Luncheon Committee Chairs by State

 

Arizona

Phoenix Area
Angela Shrock
DMA-DuCharme, McMillen & Associates, Inc.

California

San Francisco
Sandra J. Jacobs, CMI
KPMG LLP

Georgia

Atlanta Area
Marcia N. Shippey-Pryce, CMI
Deloitte Tax LLP

Illinois

Chicago Area
Ellen Berkshire, Esq.
Verros, Berkshire, PC

Minnesota

Twin Cities Area
William Mayer, CMI
KPMG LLP

Missouri

St. Louis Area
Matthew J. Landwehr, Esq.
Thompson Coburn LLP

New Jersey

[See Delaware Valley Group]

Tennessee

Nashville
Co-Chairs:
Michelle Coleburn
HCA Healthcare, Inc.

Ronnie Gregory
CliftonLarsonAllen

Texas

Dallas/Ft. Worth Area

Kristen Scherer, CMI
Moss Adams LLP

Houston Area
Co-Chairs:
Matthew K. Kuhl, CMI
Chevron Corporation

Nola T. Newcomb
Boardwalk Pipelines Partners, LP

San Antonio Area
Crystal Hildebrand, CMI
KPMG LLP

Washington

Seattle Area
Co-Chairs
Tarah M. McLaughlin, CPA 
Amazon.Com

Eric Siedentopf, CPA 
Costco Wholesale Corporation