2017 NCSL Southern States Fiscal Leaders Meeting


The 2017 NCSL Southern States Fiscal Leaders Meeting provides attendees a special opportunity to communicate and collaborate with one another regarding budget realities in the South.

It is specifically designed for legislative fiscal leaders and senior legislative fiscal staff. Meeting sessions will include topics such as a state budget and revenue outlook, a federal budget update, effectively using tax incentive evaluations, a pension session, state revenue disrupters, and using community colleges to create skilled workers. The meeting will conclude with a tour of the new Boeing plant.

This meeting is made possible through the generous support of The Pew Charitable Trusts.


Thursday, Oct. 19
Time Sessions

8 - 9 a.m.

Renaissance Hotel

Registration Opens

9 - 11:30 a.m.

Please plan to meet in the lobby at 8:45 a.m.

Historic Preservation Tax Credits at Work (Tour)


11:30 a.m. - 12:30 p.m.

Society Hall


12:30 - 12:45 p.m.

Charleston Ballroom 

Welcome and Introductions

  • Arturo Pérez, group director, Fiscal Affairs Program, NCSL
12:45 - 1:45 p.m.

State Budget and Revenue Outlook

  • Discussion Leader: Barb Rosewicz, project director, State Fiscal Health, The Pew Charitable Trusts

         Presentation PowerPoint | PDF

1:45 - 2:30 p.m.


Federal Budget Update

  • Marcia Howard, executive director, Federal Funds Information for States (FFIS)

          Presentation PowerPoint | PDF

2:30 - 2:45 p.m. Snack Break
2:45 - 4 p.m.

Questions to Ask When Designing New Tax Incentives

  • Discussion Leader: Josh Goodman, senior officer, Economic Development, State Fiscal Health, The Pew Charitable Trusts

          Presentation PowerPoint | PPT

          Report: How States are Improving Tax Incentives for Jobs and Growth

4 - 5 p.m.

State Revenue Disrupters

  • Speaker: Bill Fox, director, Center for Business and Economic Research, University of Tennessee

          Presentation PowerPoint | PDF

6:15 p.m. Meet in Lobby to Walk to Dinner

6:30 - 8:30 p.m.

492 Restaurant 

492 King Street 

Networking Dinner
Friday, Oct. 20

7 - 8 a.m.

Society Hall


8 - 9 a.m.

Charleston Ballroom

Assessing and Approaching Pension Risk: An Update on Stress Testing and Hybrid Plan Design in the States

  • Moderator: Luke Martel, group director, Employment, Labor & Retirement Program, NCSL
  • Speaker: Robert Vaughn, staff director, House Appropriations Committee, Virginia

          Presentation PowerPoint | PDF

  • Speaker: Chris McIsaac, senior associate, Public Sector Retirement Systems Project, The Pew Charitable Trusts

          Presentation PowerPoint | PDF

9 - 10 a.m.

Knowledge Corridor: Using Community Colleges to Create Skilled Workers

  • Moderator: Iris Hentze, research analyst II, Employment, Labor & Retirement Program, NCSL
  • Speaker: Tim Hardee, system president, Technical College System, South Carolina

          Presentation PowerPoint | PDF

  • Speaker: Robin Willis, associate VP of talent pipeline strategies, Charleston Chamber of Commerce, South Carolina

          Presentation PowerPoint | PDF

10 - 10:30 a.m. Snack Break

10:30 a.m. - 1 p.m.

Meet in Lobby at 10:15 a.m.

Tour of Boeing Manufacturing Plant


1 p.m. Southern States Fiscal Leaders Meeting concludes.