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Nov Nov 13 15
  • In-Person Event

Invitation Only: 2024 NCSL Fiscal Institute Symposium

  • Wednesday, November 13, 2024
    • In-Person Event
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The 2024 NCSL Fiscal Insitute Symposium is a special invitational meeting specifically designed for legislative fiscal leaders from across the country. The interactive format of the meeting will give attendees a unique opportunity to communicate and collaborate with peers from other states who are grappling with similar budget and tax issues. There will be a budget break-out track during the afternoon for Budget Working Group members.

Wednesday, Nov. 13

Time

Session Description

5:30-7:30 p.m.

The Lawn Virgin Hotels Nashville

Welcome Reception

Please join us for refreshments on The Lawn. Backup location in case of inclement weather is the Manor Lobby on the 2nd level.

Thursday, Nov. 14

Time

Session Description

7:30-8:15 a.m.

Maybelle, ground level

Breakfast

8:15-9 a.m.

Manor, 2nd level

Welcome | Introductions

9-9:50 a.m.

Artificial Intelligence in the Public Sector: Trends Now and Looking Forward

  • Moderator/Respondent: Sen. James Maroney, Connecticut
  • Speaker: Felipe Millon, public sector lead, OpenAI

9:50-10 a.m.

Break

10 -10:50 a.m.

Economic Outlook

Speaker: Joyce Chang, chair of global research, JP Morgan Chase

10:50-11 a.m.

Break

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

Fiscal Feud-Top Fiscal Issues Revealed

  • Host: Jonathan Ball, legislative fiscal analyst, Utah Office of the Legislative Fiscal Analyst
  • Panelist: Geoffrey Buswick, managing director & government sector lead, S&P Global Ratings
  • Panelist: Kathryn Costanza, program principal, Health, NCSL
  • Panelist: Eric Syverson, senior policy specialist, Fiscal Affairs, NCSL
  • Panelist: Dan Thatcher, senior fellow, Education, NCSL

12:15-1:30 p.m.

Maybelle, ground level

Lunch

1:30-3:45 p.m.

Afternoon Budget Track Sessions

Higher Education Finance: Performance Funding and Capital Costs (1:30-2:30 p.m.)

  • Panelist: Dustin Weeden, associate vice president, State Higher Education Executive Officers Association
  • Panelist: Leroy Wade, deputy commissioner, Missouri Department of Higher Education and Workforce Development

The Future of State Data (2:45-3:45 p.m.)

  • Anna Miller, director, Data Governance, Kennesaw State University
  • Panelist: Shayne Kavanagh, senior manager, research, Government Finance Officers Association

Afternoon Tax Track Sessions

State and Local Taxation Task Force Business Meeting (1:30-2 p.m.)

  • Discussion Topics:
    • Update on Policy Primer - State Taxation of Digital Goods
    • Update on Federal Tax Legislation
      • Letters to the Hill
    • Update on Short-term Rental Paper

Worldwide Combined Reporting (2:00-2:50 p.m.)

  • Panelist: Michael Mazerov, independent researcher and writer of state tax policy
  • Panelist: Fred Nicely, senior tax counsel, COST

State Tax Incentives and Expenditures (2:55-3:45 p.m.)

  • Introduction: Eric Syverson, senior policy specialist, Fiscal Affairs Program, NCSL
  • Presenter: Alison Wakefield, manager, State Fiscal Health, The Pew Charitable Trusts
    • Vote: Approval of Policy Brief - State Tax Incentives and Expenditures

3:45-4 p.m.

Manor, 2nd level

Snack Break

4-5 p.m.

Manor, 2nd level

Policy Speed Round

6:30-9:30 p.m.

The Bridge Building

2 Victory Avenue, #100 Nashville, TN 37213

An Evening in Nashville - Reception and Dinner

We invite Fiscal Institute Symposium participants and their guests to the Bridge Building, which offers glamorous views of Nashville from across the Cumberland River. The evening will feature networking opportunities with a reception, dinner and, of course, live music— it is a music city! NCSL will provide transportation between the hotel and venue. 

Transportation to venue: 

Please meet in the Virgin Hotel lobby by 6 p.m. to take the bus to the Bridge Building. Buses depart from the hotel to the Bridge Building at 6:10 p.m. Buses will depart from the Bridge Building to the Virgin Hotel at 9:15 p.m. and 9:45 p.m.  

If you would like to walk, it is about 45 minutes to the Bridge Building from the hotel. 

Friday, Nov. 15

Time

Session Description

7:45-8:30 a.m.

Maybelle, ground level

Breakfast

8:30-9:30 a.m.

Manor, 2nd level

How to Position Your State for Economic Success

  • Presenter: Ken Poole, director, Council on Regional Economic Competitiveness
  • Presenter: Suzanne Hultin, director, Employment, Labor and Retirement, NCSL

9:30-9:40 a.m.

Break

9:40-10:30 a.m.

Federal Tax Changes are Coming: What States Need to Know

  • Moderator: Representative April Berg, Washington
  • Panelist: Nikki Dobay, shareholder, Greenberg Traurig
  • Panelist: Josh Grossman, partner, MossAdams

10:30-10:40 a.m.

Break

10:40 a.m.-noon.

Understanding Workplace Dynamics

  • Presenter: Stacy Householder, vice president, Leaders and International Programs, NCSL

Noon-12:30 p.m.

Closing | Box Lunch and Networking Opportunity

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