CFI Committee 2014 Legislative Summit Agenda


Minneapolis Legislative Summit Logo

It’s the largest legislative gathering in the nation and you need to be there! You’ll take home 1,000 ideas from the land of 10,000 lakes at the Legislative Summit this summer. Connect, Discover, Grow, at the NCSL Legislative Summit. It’s the best meeting you’ll attend all year.

Join the Communications, Financial Services and Interstate Commerce (CFI) Committee when they meet in Minneapolis.


Items in bold denote committee activities.

All meetings took place at the Minneapolis Convention Center unless otherwise noted. 

Go to the 2014 Legislative Summit Online Resources page for the links to session resources and handouts.

Time Sessions
9 a.m.-Noon Legislative Staff Coordinating Committee
9 a.m.-2:15 p.m. International Delegations

1-5 p.m.

Hilton Minneapolis Level 3- Grand Ballroom E

State and Local Taxation Task Force

1-1:05 p.m.

  • Senator Pam Althoff, Illinois, Co-Chair
  • Delegate Sheila Hixson, Maryland, Co-Chair

1:05-2 p.m.
Property Taxes on Communications Network Infrastructure:  A Primer for State Legislators

At the Anchorage meeting in May, the task force heard a presentation from the communications industry about the need to modernize property taxes on communications property in some states.  Some task force members have expressed interest in reviewing this issue on more detail, perhaps through a task force subcommittee that would produce a short primer for legislatures on the issue.  This draft outline suggests what might be included in such a primer as a basis for the task force to consider whether to move forward with this project.  


  • Deborah Bierbaum, AT&T
  • Scott Mackey, KSE Partners   

2-2:15 p.m.
Multistate Tax Commission Update


  • Steve Kranz, McDermott, Will, Emery LLP
  • Commissioner Bruce Johnson, Utah Tax Commission
2:15-3 p.m.
Demystifying the States' Apportionment of Corporate Income and the Ramifications of Alternative Apportionment

Discuss the basics of how states apportion multijurisdictional corporate income.  Discuss the use of payroll, property and sales to approtion a business' income along with noting the different ways the states treat sales of tangible personal property and services in their apportionment formulas.  Discuss the ability of a tax agency and a taxpayer to seek the use alternative apportionment from the statutorily prescribed formula, including cases and efforts by the MTC to provide greater uniformity in this area. 


  • Fred Nicely, Council on State Taxation
  • Todd Lard, Sutherland
  • Ellen Berenholz, Comcast
  • Commissioner Bruce Johnson, Utah Tax Commission

3-4 p.m.
MTC Audit Process:  How Do MTC Audits Actually Work?


  • Joel Waterfield, Grant Thorton, LLP

4-5 p.m.
Tax Expenditure Reports

The primary goal of state tax expenditure reports (or budgets) is to provide information to the public and policymakers about preferential tax provisions that reduce overall tax revenue.  Proponents of these reports laud them as a critical tool to understand and improve state tax systems.  Critics contend, however, that state tax expenditure reports provide inaccurate and misleading information, particularly with regard to business taxes.  This roundtable will continue the discussion of the Task Force's Tax Expenditure Report Working Group that has worked on developing principles for states to consider for their tax expenditure reports. 


  • Representative Jay Kaufman, Massachusetts
1-2:15 p.m. Executive Committee - Outreach and Communications Committee
2:30-3:45 p.m. Executive Committee - Budget Committee
4-5:30 p.m. Executive Committee

7:30 a.m.-5 p.m.

Level 1-Registration Lobby


8 a.m.-Noon

Hilton Minneapolis Level 3- Grand Ballroom E

State and Local Taxation Task Force

7-7:55 a.m.

8-8:30 a.m.
Business Meeting

  • Senator Pam Althoff, Illinois, Co-Chair
  • Delegate Sheila Hixson, Maryland, Co-Chair

8:30-9 a.m.
Federal Update

  • Tax Extenders
  • Digital Goods and Services Tax Fairness Act
  • Internet Tax Freedom Act
  • Highway Trust Fund
9-9:30 a.m.
Marketplace Fairness Act

Update and discuss the Marketplace Fairness Act in Congress which would enable states the ability to collect the sales and use taxes they are owed on remote transactions.


  • Max Behlke, NCSL
  • Joe Rinzel, Retail Industry Leaders Association

Streamlined Sales Tax Governing Board


  • Senator Deb Peters, South Dakota

9:30-10:15 a.m.
State Insurance Taxation
Provide an overview of state insurance taxation, including how premium and retaliatory taxes opperate, as well as how they interact with the imposition of corporate income taxes.  The discussion will also include a brief history of how the industry became subject to this unique taxing regime. 


  • Bob Montellione, Prudential
  • Jim Williams, Mass Mutual
  • Jim Hall, ACLI

10:15-11 a.m.
Facilitating Rapid Response to Disasters Act Lessons Learned

Since endorsement by the Executive Committee Task Force on State and Local Taxation of the Facilitating Rapid Response to Disaster Act, eleven states have enacted the model into statute.  Discuss the status report of activity in the states and lessons learned and modifications that were made in order to secure enactment.


  • Senator Wayne Harper, Utah
  • Commissioner Bruce Johnson, Utah Tax Commission

11 a.m.-Noon
Taxation of Air BnB

11 a.m.-Noon

Level 2-207B

Leveraging IT To Strengthen Government FSL Partnership Project Business Meeting

Discuss project accomplishments and plan future project activities.


  • Senator Wayne Harper, Utah
  • Representative Chris Perone, Connecticut

Noon-1:15 p.m.

Level 1-103ABC

New Attendee Orientation

If you are attending your first NCSL Legislative Summit, take part in this interactive orientation and learn how to navigate your way through the nation's most substantive public policy meeting. Learn about meetings that will get you more involved with NCSL, including our business meeting, staff sections, standing committees and more.

1:30-2:45 p.m.

Level 1-Auditorium

General Session: A New Education Revolution

Sir Ken Robinson, international education leader, is an expert on creativity, education and the economy. His ideas to revolutionize - not just reform - education challenge conventional wisdom and inspire a whole new approach to our educational system. He believes we can transform education so creativity and individual talents flourish and our children can meet the future wisely.

3-4 p.m.

Level 1-101DEFG

Crowdfunding: Simplifying the Investment Process [CLE]

Crowdfunders, like GoFundMe, Kickstarter, Indiegogo, are making it easier to raise capital for personal, entrepreneurial, cause-related and charity campaigns. Crowdfunding opens new opportunities for investors and provides quicker access to capital for the fundraisers. Hear about and learn from experiences in states that are actively shaping this trend to suit their state’s needs.


  • Representative Joe Atkins, Minnesota


  • Anya Coverman, North American Securities Administrators Association, Washington, D.C.
  • Senator Travis Holdman, Indiana
  • Carol Mihalik, Securities Commissioner, Indiana

4-5 p.m.

Level 1-101DEFG

Preparing for the Worst, Beyond Flooding

Over the past several years, uncharacteristic weather and other events have occurred in communities across the country, raising questions about disaster insurance. Can consumers get insurance to cover disasters beyond flood insurance? Are they prepared for events like earthquakes, mudslides and sinkholes?


  • Representative Martha Jane King, Kentucky


  • Kenton Brine, Property Casualty Insurers Association of America, Washington
  • Daniel Schwarcz, University of Minnesota

5-5:30 p.m.

Level 1-101DEFG

Steering Committee

The steering committee includes the overall standing committee officers and the legislator and staff chairs of each standing committee. Members will preview policies for consideration and decide on joint and re-referrals of policy resolutions as necessary.

6-7:30 p.m.

Mill City Museum

Opening Reception

Explore one of the most spectacular venues in Minnesota, the Mill City Museum, on the banks of the beautiful Mississippi River. You'll begin your evening experiencing a day at the cabin, complete with on-site fishing, walleye fish fry, and local bluegrass music. Flour milling was one of the state's most important industries and you'll experience it first-hand when you ride to the top of the Flour Tower, and in rue Minnesota style, enjoy live polka music in the biergarten overlooking the river.


7:30-8:45 a.m.

Mezzanine Level-M100DE

Border-to-Border Broadband: Making Access to High-Speed Internet a Priority in Minnesota

Joint with the Budgets and Revenue Committee and the Labor and Economic Development Committee
NCSL gratefully acknowledges Thomson Reuters for sponsoring this continental breakfast.

Minnesota set goals to ensure, by 2015, that all its residents and businesses have high-speed broadband Internet access and that the state be a leader, nationally and globally, for broadband utilization.  Learn about Minnesota's broadband development efforts, including legislative and policy initiatives to accelerate achieving these goals.


  • Senator Matt Schmit, Minnesota


  • Margaret Anderson Kelliher, Minnesota High Tech Association, Minnesota
  • Rick King, Thomson Reuters, Minnesota
  • Danna McKenzie, Office of Broadband Development, Minnesota

7:30 a.m.-5 p.m.

Level 1-Registration Lobby


8-8:45 a.m.

Level 2-200DEFG

Prayer Breakfast

9-10:15 a.m.

Level 1-Auditorium

General Session: Ending Human Trafficking
Human trafficking in the United States exploits tens of thousands of children and vulnerable victims each year. Two women, U.S. Senator Amy Klobuchar and humanitarian Cindy McCain, are working with Congress, the states and through private initiatives to bring national focus on trafficking, ensure that victims are not treated as criminals and to develop policies to end it.

10 a.m.-4 p.m.

Level 1-Exhibit Hall B

Exhibit Hall

10:30–11:30 am

Level 1-101DEFG

The Changing Communications Landscape

Learn about new technologies and the transition to Internet based communications and the potential impact on consumers, public safety, and regulatory frameworks. Hear an update on spectrum availability and auction, net neutrality, E-rate and more.


  • Senator Thomas Alexander, South Carolina
  • Representative Chris Perone, Connecticut


  • Representative Angela Williams, Colorado

11:30 am – 12:30 pm

Level 1-101DEFG

CFI Committee Business Meeting

Committee members will discuss and vote on committee business and consider, review policies and vote on any new policy resolutions submitted for consideration.


  • Senator Wayne Harper, Utah
  • Representative Chris Perone, Connecticut
  • Curtis Clothier, Legislative Affairs Agency, Alaska
  • Gary Schaefer, Senate, Louisiana

New Resolutions

National Spectrum Policy: This is a new resolution that supports the Federal Communications Commission’s move to allocate additional spectrum for unlicensed use in order to meet increased demand for wireless technologies.


Glass-Steagall: This is a new resolution that supports the enactment of the Glass-Steagall legislation currently before the Congress that reinstates the separation of commercial and investment banking functions, prohibiting commercial banks and bank holding companies from investing in stocks, underwriting securities or investing in or acting as guarantors to derivatives transactions


Economic Recovery (joint with Natural Resources and Infrastructure): This is a new resolution that supports returning the United States to a Constitutional credit system in order to accomplish an economic recovery. The resolution requests Congress enact the Glass-Steagall legislation currently before the Congress; return to a national banking-and-credit system; use the Federal credit-system to generate high-productivity trends in improvements of employment, with the accompanying intention, to increase the physical-economic productivity, and the standard of living of the persons and households of the United States; and launch a crash program to finally bring nuclear fusion on line.


Resolutions for Renewal

State Sovereignty in Online Gaming: (joint with the Budgets and Revenue Committee): This is a renewal of an expiring resolution that opposes any congressional effort to preempt state authority by legalizing or regulating online gambling at the federal level.


Marketplace Fairness Act Resolution (joint with Budgets and Revenue Committee): This is a renewal of an expiring resolution supporting the Marketplace Fairness Act, which would give states the authority to collect owed sales taxes from remote sales.

Resolution Supporting Intellectual Property (IP) Rights and Protections: This is a renewal of an expiring resolution calling for the creation, development and implementation of robust pro-IP awareness and enforcement and supports existing efforts to shut down the top illegal rogue websites globally that are willfully selling counterfeit goods and facilitating digital theft.

Resolution Opposing Federal Contactless Technology Mandates for State Issued Identification Documents: This is the renewal of an expiring resolution urging the president, Congress, and the Departments of State, Transportation, and Homeland Security to not pass law, allow for federal policy, use international organizations, or enter into international agreements that mandate or attempt to indirectly influence the use of contactless technology in state or local identity documents.


NCSL Opposes the State Video Tax Fairness Act: This is the renewal of an expiring resolution opposing the State Video Tax Fairness Act.


NCSL Supports Public Private Partnerships to Increase Broadband Internet Adoption and Use: This is the renewal of an expiring resolution calling upon all levels of governments to work cooperatively with the private sector, nonprofits, and academia to create public-private partnerships to develop and implement robust broadband awareness, adoption, and use programs.


NCSL Supports Federal VoIP Communication Sourcing: This is the renewal of an expiring resolution supporting federal legislation that would require sourcing for purposes of state and local taxation of interconnected VoIP services to be the same as the sourcing rule for state and local taxation of wireless services as contained in the Mobile Telecommunications Sourcing Act.


NCSL Supports Passage of the Federal Digital Goods & Services Tax Fairness Act (joint with Budgets and Revenue Committee): This is a renewal of a resolution that urges Congress to pass the Digital Goods and Services Tax Fairness Act, in conjunction with or after consideration of the Marketplace Fairness Act.


NCSL Supports the Extension of the Terrorism Risk Insurance Act of 2002: This is a renewal of an expiring resolution urges Congress and the Administration to take action as soon as possible to extend the Terrorism Risk Insurance Act of 2002.


Memorial Resolution for Renewal

NCSL Resolution in Support of State Public Affairs Networks: This is a renewal of a memorial resolution that supports and encourages the efforts of the National Association of Public Affairs Networks in its vision for the formation and expansion of a state public affairs network in each of the 50 states in the manner most appropriate for each individual state.

12:30–1:45 pm

Level 1-102ABC

The State Role in Private Retirement Security Luncheon
Joint session with the Budgets and Revenue Committee
NCSL gratefully acknowledges the American Council of Life Insurers and the Minnesota Insurance and Financial Services Council for sponsoring this luncheon.

A number of states are considering state-run retirement savings plans for private workers without an employer-provided pension. Some would mandate employer participation, others would be voluntary. These proposals raise several questions – do private employers and workers currently lack access to cost effective private retirement plans? Would these state proposals offer new options, lower costs or incentives not available from private sector providers? How would a state plan mesh with the federal framework of worker protections and income taxation? Explore the merits of state, federal and private sector savings reforms.


  • Jeffrey Brown, University of Illinois At Urbana-Champaign
  • Sarah Mysiewicz, AARP, Washington, D.C.

2–3:15 pm

Level 1-103DEF

Emergency Communications
Joint session with the Law and Criminal Justice Committee and the National Legislative Services and Security Association

A teenager with a smart phone possesses greater communications capabilities than a police officer in the field. The First Responder Network Authority is operational and prepared to roll out the national network architecture to bring public safely communication into the 21st Century. Discuss the framework for this effort and the critical role state lawmakers will play as the network rolls out.


  • Representative Dan Eaton, New Hampshire
  • Senator Thomas Wyss, Indiana


  • Brian Fontes, National Emergency Number Association, Virginia
  • Matt Gerst, CTIA-The Wireless Association, Washington, D.C.
  • Mitch Herckis, NASCIO, District of Columbia
  • Victoria Lee, First Responder Network Authority (FirstNet), Oregon

3:30–5 pm

Level 1-101DEFG

Crypto-Currencies: Changing the Way We Do Commerce [CLE]

Some stores offer alternative credit options and accept alternative payments, such as Bitcoins and other virtual currencies, that benefit both customers and merchants. With the concept of cryto-currencies becoming more popular, the IRS issued new guidelines on virtual currencies. Explore the policy implications these new payment methods present for the states.


  • Representative Joe Atkins, Minnesota
  • Gary Schaefer, Louisiana Legislature


  • Jim Harper, Bitcoin Foundation, Washington, D.C.
  • Matthew Lambert, Conference of State Bank Supervisors, Washington, D.C.
  • Jason Thomas, Thomson Reuters, Virginia

5-6 p.m.

Level 2-Lounge A

Women's Legislative Network Reception

Join the Women's Legislative Network for a reception honoring the incoming president, New Mexico Representative Jane Powdrell-Culbert, the Network executive board, and women in politics around the world.

5:15–6:30 p.m.

Level 1-101DEFG

Steering Committee

The steering committee will review the policies reported from the standing committees at the Summit and determine the calendar for the NCSL Business Meeting on Friday, Aug. 22, at 10:30 am.

5:30-7:30 p.m.

The Living Room, W Minneapolis – The Foshay, 825 Marquette Avenue South

American Financial Services Association and Card Coalition’s Reception for the Communications, Financial Services and Interstate Commerce Committee members

  States’ Night

6:30–8 a.m.

Loring Park

Walk for Wellness  

7:30 a.m.–5 p.m.

Level 1-Registration Lobby


9–10 a.m.

Level 1-Auditorium

General Session: Polls, Politics and What Americans Really Think

Neil Newhouse and Geoffrey Garin are two of the most respected political pollsters in the nation. Their different political stripes make for a lively discussion of what Americans think about their country, which party is likely to win in the upcoming election, and what that will mean for the nation.

10 a.m.–4 p.m.

Level 1-Exhibit Hall B

Exhibit Hall

10:15–11:15 am

Level 2-205ABCD

Issue Forums

New Online Threats and Dangers: Can the Law Keep Up?

NCSL gratefully acknowledges Dell for providing the coffee break

Bad actors are involved in revenge porn, mug-shot extortion, online impersonation, privacy invasions, harassment and hacking. Learn about actions legislatures are taking to combat these new challenges and the complex issues they raise.


  • Representative Jeff Morris, Washington
  • Representative Henry Zuber, Mississippi


  • Jim Halpert, DLA Piper, Washington, D.C.
  • Lee Rowland, ACLU, New York
  • Jeff Williams, Dell Secureworks, Washington

11:30 am–12:45 pm

Level 1- 101DE

Issue Forums

All Bets are Off: Feds Regulate Internet Gambling

Despite decades of successful state stewardship of the gambling industry, Congress continues to try to encroach on states’ prerogatives to regulate gambling within their own borders. Find out about early efforts among a handful of states to introduce online gambling as well as the regulatory impacts on states posed by the federal legislation.


  • James Kilsby, Gambling Compliance, Washington, D.C.


  • Andy Abboud, Las Vegas Sands Corp., Nevada
  • Roger Salazar, Alliance For State and Consumer Rights, Washington, D.C.

12:30–2 pm

Level 1-Exhibit Hall C

Exhibit Hall Luncheon

NCSL gratefully acknowledges ISRI for sponsoring this luncheon.

12:30–2 p.m.

Level 1-Ballroom A

Legislative Staff Achievement Luncheon

Staff work hard every day to effectively run our most important institution—the state legislature. Roger Moe, Minnesota's Senate majority leader for 22 years, knows that every lawmaker is indebted to the talented staff who are at the very heart of democracy. Enjoy a luncheon celebrating the talents, achievements and triumphs of the nation’s legislative staff.

12:30-2 p.m.

Level 2-200ABIJ

Women's Legislative Network Luncheon and Business Meeting

Join the Women's Legislative Network for our annual elections and a keynote address about women, small business, and the economy.


  • Representative Marion O'Neill, Minnesota
  • Laura Ooley, Appmosphere, Minnesota
2:15–3:30 p.m. Issue Forums

3:45–5 p.m.

Lower Level-L100ABC







Level 1-101DE

Issue Forums

3D Printing is Here

Making a three-dimensional solid object from a digital model is no longer just a thing of science fiction. Explore the potential of this revolutionary new technology and what it means for the future of manufacturing, the way we do business, and how we develop state policy.


  • Senator Terri E. Bonoff, Minnesota
  • Jon Cobb, Stratasys, Ltd., Minnesota

Big Data: Big Opportunities, Big Risks

High profile security breaches have highlighted the enormous amount of data being collected, stored and shared by governments and businesses. Hear about the risks and opportunities big data creates for consumers, government and business, and learn about state and federal approaches to address the growing risk.


  • Senator Wayne Harper, Utah
  • Lisa Wallmeyer, Joint Committee on Technology and Science, Virginia


  • Dave Garriepy, Retail Industry Leaders Association, Virginia
  • Jim Halpert, DLA Piper, Washington, D.C.
  • Doug Robinson, NASCIO, Kentucky
  • Christopher Surdak, Hewlett-Packard, California

6:30–9 p.m.

Nicollet Island

Social Event

Experience the beauty of Nicollet Island, smack dab in the middle of the Mississippi River with its historic St. Anthony Falls, just north of the birthplace of Minneapolis. Delight in the creative, cultural and innovative spirit that makes Minnesota unique. Explore the natural beauty of the island, farm to table cuisine, craft beer tents, championship log rollers and lumberjack show, and showcase tents featuring some of the most innovative products Minnesota has to offer. This night of exploration will be capped off by an unforgettable performance by Minnesota's own Soul Asylum set on a stage with the city skyline as a back drop..

6:30–8 a.m.

Bipartisan Bike Ride

7:30 a.m.–Noon

Level 1-Registration Lobby


7:45–8:45 a.m.

Mezzanine Level-M101AB

Statehouse Ambassadors

NCSL staff network with their Statehouse Ambassadors. The NCSL Statehouse Ambassadors are legislative staff who serve as in-state field representatives for NCSL. The Statehouse Ambassador program is designed to energize and sustain legislative participation in NCSL and strengthen the organization’s role as an extension of state legislatures.

9–10:15 a.m. Republican and Democratic Breakfasts
9–10:15 a.m. Staff Sections

9 a.m.–Noon

Level 1-Exhibit Hall B

Exhibit Hall

10:30 a.m.–12:30 p.m.


NCSL Business Meeting

All legislators and legislative staff are urged to attend the Business Meeting and consider Policy Directives and Resolutions that will guide NCSL's advocacy efforts before Congress and the administration, amendments to the Bylaws and Rules of Procedure, election of NCSL officers and approval of the Conference budget. All other meeting participants are welcome to observe.

12:30–2 p.m.

Level 1-Ballroom AB

General Session: Seattle Kick-off Luncheon

The Insiders’ View: Politics Today: Smart, perceptive and the ultimate political insiders, Mark Halperin and John Heilemann share their unrivaled insights on the interplay among the economy, Wall Street and Washington and the forces that shape American politics. Managing editors of Bloomberg Politics and best-selling authors of Game Change and Double Down, their keen analysis and lively observations make them two of the top political observers today. Find out what’s ahead for Democrats and Republicans in the upcoming election from two of the best political pros.


  • Reverend Billy Russell