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Nov Nov 16 18
  • In-Person Event

2022 Fiscal Institute Symposium

  • Wednesday, November 16, 2022
    • In-Person Event
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NCSL is hosting the Fiscal Institute Symposium specifically for the nation’s legislative fiscal leaders. The meeting will allow guests to communicate and collaborate with peers from other states facing similar budget and tax issues. The agenda is below.

Meeting Location: Hotel Monteleone, 214 Royal St., New Orleans

Wednesday, Nov. 16
5:30-7 p.m. Welcome Reception
Thursday, Nov. 17
7:30-8:30 a.m. Breakfast | Registration
8:30-9 a.m. Welcome and Introductions
9-9:50 a.m.

Economic Outlook

  • Emily Mandel, economist and lead revenue forecaster, Moody's Analytics

PowerPoint | PDF
9:50-10 a.m. Break
10-10:50 a.m.

Future of Work and State Tax Implications

  • Bill Fox, PhD, distinguished professor emeritus, Boyd Center for Business and Economic Research and special advisor to Chancellor, University of Tennessee

Powerpoint | PDF
10:50-11 a.m. Break
11-11:50 a.m.

Federal Funds Update

  • Marcia Howard, executive director, Federal Funds Information for States
  • Karl Frieden, vice president, Council on State Taxation

PowerPoint | PDF
11:50 a.m.-1 p.m. Lunch
1-1:50 p.m.

K-12 Education Funding

  • Dan Thatcher, senior fellow, Education Program, NCSL
  • Mike Griffith, senior researcher and policy analyst, Learning Policy Institute
1:50-2 p.m. Break
2-2:50 p.m.

Expanding Broadband Roundtable

  • Heather Morton, Director, Financial Services, Technology & Communications, NCSL

Powerpoint | PDF
2:50-3 p.m. Break
3-3:50 p.m.

Medicaid Costs and Waivers: Sharing State Experiences

  • Joe Thompson, M.D., MPH: President and CEO, Arkansas Center for Health Improvement

PowerPoint | PDF
3:50-4 p.m. Break
4-5 p.m.

State Budget and Tax Update and Discussion

  • Morgan Scarboro, MultiState Associates

Powerpoint | PDF
6:30-9:30 p.m. Reception and Dinner, Antoine's Restaurant
Friday, Nov. 18
7:45-8:30 a.m. Breakfast
8:30-9:15 a.m.

Examining the State and Local Fiscal Relationship

  • Shayne Kavanagh, Senior Manager, Government Financial Officers Association

Powerpoint | PDF
9:15-10 a.m.

Wayfair Implementation Update

  • Representative Tim Reed, South Dakota
  • Craig Johnson, Executive Director, Streamlined Sales Tax Governing Board
  • Fred Nicely, Senior Tax Counsel, Council on State Taxation
  • Russ Brubaker, Vice President, Government Affairs, Tax Cloud

Powerpoint | PDF
10-10:30 a.m.

Walk to Preservation Hall (9-minute Walk)
10:30-12 p.m.

Legislative Leadership Lessons from Jazz

Ledearship in music is a key place to identify parallels onhow you perform as a fiscal leader. We'll visit Preservation Hall, an iconic jazz venue, to gain inspiration from a special workshop that can only be appreciated in NOLA.

  • Ron Rona, Preservation Hall
12 p.m. noon

Fiscal Institute Symposium Concludes
Sponsors
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