2017 NCSL Western States Fiscal Leaders Meeting Agenda and Resources

Sir Francis Drake Hotel | San Francisco | June 22-23, 2017

The 2017 NCSL Western States Fiscal Leaders Meeting has been specifically designed for legislative fiscal leaders and senior legislative fiscal staff. This meeting will provide attendees a special opportunity to communicate and collaborate with one another regarding budget and tax realities throughout the West.

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

Thursday, June 22 
8:15 a.m. Meet in lobby to go to Airbnb

8:45-10:30 a.m.


888 Brannan Street

San Francisco

State Policy and the Sharing Economy: off-site session at Airbnb (optional)


Join us for this off-site session an unique opportunity to visit Airbnb's innovative office building, which reflects the tech world's new way of working. Here, you will learn more about how lawmakers are working with industry to solve state policy issues that arise from disruptive business models.

10:30 a.m  Depart Airbnb to return to hotel

11:30 a.m.-12:15 p.m.

Sir Francis Drake Hotel

Mezzanine Area

Buffet Lunch Served

12:15-12:30 p.m.

Sir Francis Drake Hotel

Franciscan Ballroom

Welcome and Introductions

  • Bill Pound, executive director, NCSL
12:30-1:30 p.m.

Federal Budget Update



  • Trinity Tomsic, deputy executive director, Federal Funds Information for States

           Presentation PowerPoint | PDF

1:30-2:45 p.m.

Federal Tax Reform and the Impact on States



  • Nicole Kaeding, economist, Tax Foundation
  • Mark Robyn, officer, Fiscal Federalism, The Pew Charitable Trusts
  • Steven Rosenthal, senior fellow, The Urban Institute

          Presentation PowerPoint | PDF

2:45-3 p.m. Snack Break
3-4 p.m.

Smart Incentives: State Efforts to Inform Decisions



  • Jeff Chapman, project director, State and Local Fiscal Health, The Pew Charitable Trusts

           How States Are Improving Tax Incentives for Jobs and Growth

           State Fact Sheets


           Arizona | California | Hawaii | Idaho | Montana | Nevada | New Mexico 

           Oklahoma | Utah | Wyoming



  • Senator Brandt Hershman, Indiana
  • Sarita Nair, chief government accountability officer and general counsel, New Mexico Office of the State Auditor
4-5 p.m.

Land Management: Role of Federal and State Government



  • John Ruple, fellow, Wallace Stegner Center, University of Utah

           Presentation PowerPoint | PDF

6:15 p.m. Meet in lobby of hotel to walk to dinner

6:30-9 p.m.

E & O Kitchen and Bar

314 Sutter Street

San Francisco, Calif.94108


Reception and Dinner
Friday, June 23

8-8:30 a.m.

Sir Francis Drake Hotel

Mezzanine Area


8:30-9:30 a.m.

Sir Francis Drake Hotel

Franciscan Ballroom

State Fiscal Health: How Prepared are States for an Economic Downturn?


Discussion Leader

  • Corina Eckl, director, Leaders Services, NCSL 

           S & P Financial Management Assessment | PDF

           S & P Top 10 Management Characteristics of Highly Rated Credits in

           U.S. Public Finance | PDF

           Leading the Way to Fiscal Health | PDF

           State Budgeting and Lessons Learned from the Economic Downturn | PDF

           Fiscal Volatility Toolkit | PDF

           Stress Testing State Budgets | PDF     

           Happy 8th Birthday Economic Recovery | Report

           Presentation | PDF

9:30-10:30 a.m.

State Spending Trends


Discussion Leader

  • Arturo Pérez, group director, Fiscal Affairs, NCSL 

           Presentation PowerPoint | PDF

10:30-10:45 a.m.  Break
10:45-11:45 a.m.

Marijuana: What State Fiscal Leaders Need to Know



  • Joe Henchman, vice president, Legal & State Projects, Tax Foundation

           Presentation PowerPoint | PDF

  •  Former Senator Pat Steadman, Colorado

            Presentation PowerPoint | PDF

11:45 a.m.-Noon Meeting Wrap Up and Closing Remarks
Noon Meeting Adjourns