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Nov Nov 15 17
  • In-Person Event

2023 NCSL Fiscal Institute Symposium

  • Wednesday, November 15, 2023
    • In-Person Event
View Event Details:

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.

Wednesday, Nov. 15 

5:30-7 p.m.

Welcome Reception at The Palms Hotel 
South Lawn, Lobby Level

Thursday, Nov. 16  

7:15-8:15 a.m.

Breakfast | Registration
Veranda Terrace, Lobby Level

8:15-9 a.m.

Welcome and Introductions
Royal Palm Room, Lobby Level

9-9:50 a.m.

 

 A Peek at the Possible: AI in State Governing

  • Speaker: Jamia McDonald, government leader, Deloitte | Presentation

9:50-10 a.m.

Break

10-10:50 a.m.

 

The Future of Transportation Funding

  • Speaker: Carolyn Kramer, senior director, State Funding Policy, ARTBA | Presentation
  • Speaker: Ed Regan, transportation consultant | Presentation

10:50-11 a.m.

Break

11 a.m.-12:15 p.m.

 

Fiscal Jeopardy: State of State Finances | Presentation

  • Host: Jonathan Ball, legislative fiscal Analyst, Utah
  • Budget Conditions: Erica MacKellar, program principal, NCSL Fiscal Affairs Program
  • Tax Trends: Deborah Bierbaum, senior tax advisor, MultiState Associates
  • State Fiscal Health: Goeff Buswick, managing director and government sector leader, S&P Global Ratings
  • Federal Funds: Marcia Howard, executive director, FFIS

12:15-1:30 p.m.

Lunch
Veranda Terrace, Lobby Level

1:30-3:45 p.m.

Afternoon Track Sessions

  • Budget Track: Ratings in Times of Volatility (1:30-2:10 p.m.) | Kentia Palm Room, Spa Level
    • Speaker: Goeff Buswick, managing director and government sector leader, S&P Global Ratings | Presentation
  • Tax Track: The State of Online Sales Tax Collection Five Years after the Wayfair Decision (1:30-2:30 p.m.) | Royal Palm Room, Lobby Level | Presentation
    • Moderator: NCSL President and Rhode Island Speaker Pro Tem Brian Patrick Kennedy
    • Speaker: Commissioner Rebecca L. Rockwell, Utah State Tax Commission
    • Speaker: Craig Johnson, executive director, Streamlined Sales Tax Governing Board
    • Speaker: Scott Peterson, vice president of U.S. tax policy and government relations, Avalara, Inc.
    • Speaker: Scott Mackey, Leonine Public Affairs 
  • Budget Track: Medicaid Financing: Navigating the Great Unwind (2:10-2:50 p.m.) 
    • Speaker: Kathryn Costanza, program principal, NCSL Health Program | Presentation
  • Tax Track: Taxation of Digital Goods and Services (2:45-3:45 pm) 
    • Moderator: NCSL President-Elect and Utah Senate President Pro Tem Wayne Harper
    • Speaker: Sen. Dina Neal, Nevada, co-chair, NCSL Task Force on State and Local Taxation
    • Speaker: Nancy Prosser, general counsel, Multistate Tax Commission
    • Speaker: Karl Frieden, vice president and general counsel, Council on State Taxation | Presentation
  • Budget Track: Plugging Pension Gaps in a Post-Pandemic Era (3-3:45 p.m.
    • Speaker: Angela Rowe, policy specialist, NCSL Employment, Labor and Retirement Program | Presentation
    • Speaker: Joseph Newton, pension market leader, Gabriel, Roeder, Smith and Company | Presentation

3:45-4 p.m.

Snack Break

4-5 p.m.

Roundtable: Top Fiscal Issues in the States

6:30-9:30 p.m.

Reception and Dinner, Prime 54 at the iconic Fontainebleau Miami Beach
4441 Collins Ave., Miami Beach

Friday, Nov. 17  

8-8:45 a.m.

Breakfast

9-10 a.m.

 

  Economic Outlook

  • Speaker: Chris Thornberg, economist and founding partner, Beacon Economics  | Presentation
    Royal Palm Room, Lobby Level

10-10:10 a.m.

  Break

10:10-11 a.m.

Fiscal Implications of Remote Work

  • Moderator: Molly Ramsdell, vice-president, NCSL State-Federal Relations
  • Speaker: Arpit Gupta, associate professor of finance, New York University | Presentation
  • Speaker: Charlie Kearns, partner, Eversheds Sutherland | Presentation

11-11:10 a.m.

  Break

11:10 a.m.-Noon

Leading With Civility

  • Speaker: Mark Quiner, director, NCSL Center for Ethics in Government

Noon-12:30 p.m.

Lunch/Wrap-Up
Veranda Terrace, Lobby Level

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