Standing Committees

Our 2026 & 2027 Committee Chairs

Overview

Explore Our Standing Committees

Serving on a committee of your association, IPT, is not simply just a way to get your name in print. IPT´s standing committees are active and represent an important part of IPT´s benefits and services. Although some committees may meet at some point during the year, quite a large portion of committee work is handled by conference calls and email.  Committee appointments are made by the President and committee appointments are for a term of one year only.
 

Participate as an Instructor

Plan Educational Programs

Encourage Networking

Promote Member Involvement

Play an active role in IPT's Future

Annual Conference

Overall Chair

Jennifer C, Waryjas, Esq.
Jones Day

2027 Annual Conference Program

This Committee is responsible for the planning and implementation of the Conference multi-disciplinary program, including education sessions and associated speakers, as well as any social and group networking activities associated with the Conference.

CREDITS & INCENTIVES CHAIR
Caitlin Glenn
KE Andrews 


PROPERTY TAX CHAIR
Nathan Firouzi, Esq.
Crapo|Firouzi PLLC



SALES TAX CHAIR
Orges Lleshaj, CMI
Crowe LLP



STATE INCOME TAX CHAIR
Kristen Sanocki, Esq.
Thompson Coburn



NETWORKING CHAIR
TBD

 

Credits & Incentives Education

The Overall Chair coordinates the activities of the credits and incentives committees to ensure continued improvement and consistency in the administration of the credits & incentives education programs.

Overall Chair

Jennifer Thompson, CPA
The Coca-Cola Company

2027 Credits & Incentives School

This Committee develops and presents a curriculum, including identification and coordination of instructors, to teach the fundamentals in credits & incentives.
CHAIR
 Blair Westmoreland, CCIP
DMA – DuCharme, McMillen & Associates, Inc.
VICE CHAIR
 Marty Wilson, CCIP
Darden Restaurants, Inc.

2026 Credits & Incentives Symposium

This Committee develops and presents a program, including obtaining and coordinating speakers, on current credits & incentives topics of importance to the membership.
CHAIR
Ben Weisfuse
CBIZ MHM, LLC
CO-VICE CHAIR
Alice M. Nolen, JD
ADP
Credits & Incentives Virtual Education
CHAIR
TBD
 
CO-VICE CHAIR
Gabriel Sermeno
Baker Tilly

Property Tax Education

The Overall Chair coordinates the activities of the property tax education committees to ensure continued improvement and consistency in the administration of the property tax education programs.

Overall Chair

John C. Balboa, CMI
Balboa Consulting

2026 Property Tax School

This Committee develops and presents a curriculum, including identification and coordination of instructors, to teach the fundamentals of property tax.
CHAIR
 Joshua E. Estes, CMI, Esq.
Estes & Banks, P.C.
VICE CHAIR
Montgomery E. Brantley, CMI
Martin Marietta Materials

2026 Personal Property Tax School

This Committee develops and presents a curriculum, including identification and coordination of instructors, to expand upon the fundamentals of personal property taxation taught in the basic school.
CHAIR
 Todd R. Barron, CMI
Barron Corporate Tax Solutions, Ltd.
VICE CHAIR
Robyn P. Bowen, CMI
Ryan, LLC

2026 Real Property Tax School

This Committee develops and presents a curriculum, including identification and coordination of instructors, to expand upon the fundamentals of real property taxation taught in the basic school.
CHAIR
Martin Guenther, CMI, MAI
Tenet Healthcare Corporation
VICE CHAIR
Amy Reilly Sallusti, Esq.
Geary, Porter & Donovan, P.C.

2026 Property Tax Symposium

This Committee develops and presents a program on current property tax topics of importance to the membership, including obtaining and ensuring coordination of speakers.
CHAIR
 Gauri S. Samant, Esq.
Fredrikson & Byron P.A.
CO-VICE CHAIR
Brian R. DePotter, CMI, CCIM
FirstPointe Advisors, LLC

 
CO-VICE CHAIR
Daniel F. Tucker, Esq.,
RubinBrown LLP

 
PROPERTY TAX VIRTUAL EDUCATION
CHAIR
 Darlene Sullivan, CMI, Esq.
Ryan Law Firm, PLLC

Sales & Use Tax Education

The Overall Chair coordinates the activities of the sales & use tax education committees to ensure continued improvement and consistency in the administration of the sales & use tax education programs.

Overall Chair

Allan Wells, CMI
Crawford & Company

2027 Sales Tax School I: Introduction to Sales and Use Taxes

This Committee develops and presents a curriculum, including identification and coordination of instructors, to teach the fundamentals in sales and use taxation.
CHAIR
Emily Gauthier, CMI
Ernst & Young LLP
VICE CHAIR
Joshua Sigmon, CMI, MBA
Compass Group USA

2027 Sales Tax School II: Theory and Practice for the Experienced Sales and Use Tax Professional

This Committee develops and presents a curriculum, including identification and coordination of instructors, to teach advanced topics in sales and use taxation.
CHAIR
Melissa Myers, CMI
Aprio, LLC
VICE CHAIR
William J. McConnell, CMI, CPA, Esq.
Zayo Group LLC

2027 Sales Tax School III

This Committee develops and presents a curriculum, including identification and coordination of instructors, to teach advanced topics in sales and use taxation.
CHAIR
Leslie S. Hahn, CMI, CPA
Sales Tax Professional
 
VICE CHAIR
Tiffany Rodi, CMI
Forvis Mazars, LLP
 

2026 Sales Tax Symposium

This Committee develops and presents a program, including obtaining and ensuring coordination of speakers, on current sales and use tax topics of importance to the membership.
CHAIR
Melissa J-L Myers, CMI
BDO USA, P.C.
CO-VICE CHAIR
William Mayer, CMI
KPMG LLP
CO-VICE CHAIR
Heather Gilbreath, CMI
EisnerAmper LLP
SALES TAX VIRTUAL EDUCATION
CHAIR
Melissa Wofford, CMI
Merit Advisors, LLC

State Income Tax Education

The Overall Chair coordinates the activities of the state income tax education committees to ensure continued improvement and consistency in the administration of the state income tax education programs.

Overall Chair

Glenn C. McCoy, Jr., CMI, Esq.
Ryan, LLC

2026 State Income Tax School

This Committee develops and presents a curriculum, including identification and coordination of instructors, to teach basic state income taxation.
CHAIR
Mark L. Nachbar, JD, CPA
Ryan, LLC
VICE-CHAIR
Stacey Chamberlain, CPA
TaxOps, LLC
STATE INCOME TAX VIRTUAL EDUCATION
CHAIR
 Mark Zurales, CMI
Baker Tilly US LLP

VAT Education

2027 Value Added Tax School

This Committee develops and presents a curriculum, including identification and coordination of instructors, to teach the fundamentals in value added tax.
CHAIR
Carlos V. Hernandez, CMI
Microsoft Corporation
VICE CHAIR
Ela Choina
Ernst & Young LLP

2026 Value Added Tax Symposium

This Committee develops and presents a program, including obtaining and coordinating speakers, on current value added tax topics of importance to the membership.
CHAIR
Jillian McPhee 
KPMG LLP
VICE CHAIR
Raj Basi
AEG FUELS

Joint Education Committees

2027 ABA/IPT Advanced Tax Seminars

The Overall Chair, with the input of the Vice Chair, oversees the three seminar committees comprised of IPT and ABA Tax Section representatives, to ensure continued improvement and consistency in the presentation and education quality of the programs.

Overall Chair

Charles J. Moll, III, Esq.
McDermott Will & Schulte LLP


Overall Vice Chair

Jennifer W. Karpchuk, Esq.
Holland & Knight LLP

2027 ABA/IPT Advanced Property Tax Seminar

This Committee develops and presents a program on current property tax topics, including obtaining and coordination of speakers for attorneys, CPAs, consultants and industry members with responsibility for property tax obligations.
CHAIR

Mark A. Loyd, CMI, Esq., CPA
Dentons
 

VICE CHAIR
TBD
 

2027 ABA/IPT Advanced Sales Tax Seminar

This Committee develops and presents a program on current sales tax topics, including obtaining and coordination of speakers for attorneys, CPAs, consultants and industry members with responsibility for sales tax obligations.
CHAIR
Olga J. Goldberg, Esq.
Pierce Atwood LLP
VICE CHAIR
TBD

2027 ABA/IPT Advanced State Income Tax Seminar

This Committee develops and presents a program on current State Income Tax topics, including obtaining and coordination of speakers for attorneys, CPAs, consultants and industry members with responsibility for State Income Tax obligations.
CHAIR
Matthew J. Landwehr, Esq.
Thompson Coburn
VICE CHAIR
TBD



Professional Designation Committees

Certified Credits & Incentives Professionals (CCIP)

This Committee administers the CCIP professional designation program in credits and incentives. Membership on this Committee is limited to individuals possessing the CCIP professional designation.
CHAIR
Minah C. Hall, CCIP, Esq.
VisionFirst Advisors
VICE CHAIR
Sherri Fetzner, CCIP
Cognizant Technology Solutions Inc.

Property Tax

This Committee administers the CMI professional designation program in property tax. Membership on this Committee is limited to individuals possessing the CMI professional designation.
CHAIR
Chaney Todd Moore, CMI
Chevron Phillips Chemical Company LP
VICE CHAIR
TBD

Sales Tax

This Committee administers the CMI professional designation program in sales tax. Membership on this Committee is limited to individuals possessing the CMI professional designation.
CHAIR
Nicole Gould Frey, CMI, Esq.
Breazeale, Sachse & Wilson
Co-Vice Chair
Brittany Aleman, CMI, CPA
Primoris Services Corporation

Co-Vice Chair
David Williamson Wells, CMI, CPA
RSM US LLP

State Income Tax

This Committee administers the CMI professional designation program in state income tax. Membership on this Committee is limited to individuals possessing the CMI professional designation.
CHAIR
April Marie Nevarez, CMI
The Michaels Companies, Inc.

Other Standing Committees

Admissions

This Committee reviews new membership applications to ensure membership requirements are met.
CHAIR
Ken Shook, CMI
LP Building Solutions

Awards

This Committee administers the awards program ensuring that deserving or outstanding efforts by individual members are recognized by the Institute.
CHAIR
Heidi R. Thomas, CMI
Early Warning Services LLC

Legal

This Committee is responsible for reviewing, pursuant to established IPT policies and procedures, all requests received from litigants asking that IPT file an amicus curiae brief in connection with a pending case. This Committee is responsible for advising, in consultation with Corporate Counsel, the Board of Governors in connection with such requests.
CHAIR
Mark A. Loyd, CMI, Esq., CPA
Dentons

Local Luncheon Liaison

This committee acts as the go-between for the Institute and local luncheon groups which serve the interests of members in local gatherings offering networking and abbreviated educational presentations. It also acts as a liaison to the Board of Governors.
CHAIR
Marcia Shippey-Pryce, CMI, CPA
Aprio, LLC

Nominating

This Committee meets once each year for the purpose of nominating a slate of qualified candidates to fill the positions of outgoing officers and Board members. Nominations are then sent to the membership for election pursuant to the Bylaws.
CHAIR
Donald L. Lippert, Jr., CMI
Grant Thornton Advisors LLC

Professional Ethics

Regular and Certified Members - Appointed by the President with the Board of Governors´ approval (as prescribed in IPT Bylaws). This Committee investigates any allegations and/or charges of violations of the IPT Code of ethics by an IPT member that may be submitted by members and non-members of the Institute and present recommendations to the Board of Governors for resolution of the issues.
CHAIR
William J. McConnell, CMI, CPA, Esq. (2025-2027)
Zayo Group LLC

Scholarship

This Committee develops and administers the scholarship program for those new to the profession, including the provision of scholarships to introduce them to IPT’s programs or further their goal of professional designation.
CHAIR
Gene Johnson, CMI
RTX Corporation