Roundtable on Evaluating Economic Development Tax Incentives

11/13/2017

The past year has seen an ever increasing body of literature around economic development incentive evaluation, and a growing number of states and cities undertaking evaluation processes.

As part of NCSL and Pew’s commitment to equipping state and local governments with tools to enhance their effectiveness, we will once again convene those with the responsibility to evaluate incentives. This meeting is an opportunity for analysts to learn from and connect with their peers in other states and cities.

View the State Tax Incentive Evaluations Database by clicking here

Weds., nov. 1 - barnes foundation
Time Sessions

5:30 – 7 p.m.

 

Barnes Foundation

2025 Benjamin Franklin Parkway

Philadelphia, PA

Welcome reception at the Barnes Foundation

thurs., nov. 2 - convene cityview

8:30 a.m.

 

Convene CityView

30 South 17th Street 

Philadelphia, PA

Breakfast

9 a.m.

Welcome and introductions

  • Alison Wakefield, The Pew Charitable Trusts
  • Frazierita Klasen, The Pew Charitable Trusts

  • Mandy Rafool, National Conference of State Legislatures

  • Josh Goodman, The Pew Charitable Trusts

10 a.m.

 

Session 1: Improving Evaluation Processes 

  • Chaaron Pearson, The Pew Charitable Trusts (moderator)
  • Jim Landers, Office of Fiscal and Management Analysis, Indiana 
  • Lori Metcalf, Office of the Chief Financial Officer, Office of Revenue Analysis, Washington D.C.
  • Andrea Wilko, Office of the Legislative Fiscal Analyst, Utah
11:30 a.m.

Break

10:15-Noon

Session 2: Evaluations and Policy Change

  • Alison Wakefield, The Pew Charitable Trusts (moderator)
  • Preeti Gratz, Department of Revenue, Alabama
  • Ashley Moon, Department of Revenue, Alabama
  • Emily Thompson, Legislative Council, North Dakota

Resources:

1 p.m.

Lunch

2 p.m.

Session 3: Methodology Roundtable

  • Josh Goodman, The Pew Charitable Trusts (moderator)
  • Randy Bauer, PFM
  • Angela Gullickson, Department of Revenue, Research and Analysis Division, Iowa
  • Maura Pillsbury, Office of Program Evaluation and Government Accountability, Maine

Resources:

4 p.m.

Conclude 

6:30 - 9 p.m.

 

The Sofitel Philadelphia

120 South 17th Street,

Philadelphia, PA

Reception and dinner (dinner service to begin at 7:15 pm) 
Fri., nov. 3 - convene cityview

8 a.m.

 

Convene CityView

30 South 17th Street 

Philadelphia, PA

Breakfast
 
8:30-10 a.m.

Session 4: A New Panel Database on Business Incentives for Economic Development and Technical Q&A with Timothy Bartik 

  • Mark Robyn, The Pew Charitable Trusts (moderator)
  • Timothy Bartik, W.E. Upjohn Institute 

Resources:

9:45 a.m.

Break

10 a.m.

Session 5: Using Modeling Techniques in Evaluation Methodologies 

  • John Hamman, The Pew Charitable Trusts (moderator)
  • Dana Lynn, Joint Legislative Audit and Review Committee, Washington
  • Robert Rehrmann, Department of Legislative Services, Office of Policy Analysis, Maryland
  • Eric Thomas, Joint Legislative Audit and Review Committee, Washington
  • Eric Whitaker, Joint Legislative Audit and Review Committee, Washington
  • Madiha Zaffou, Office of Revenue Analysis, Rhode Island

Resources:

12 p.m.

Wrap up and lunch