2018 NCSL Legislative Fiscal Directors Pre-Conference Agenda and Resource Page


This page hosts the agenda and resources for the 2018 NCSL Legislative Fiscal Directors Pre-Conference Meeting, July 29-30, at the JW Marriott Los Angeles at L.A.LIVE. 

The 2018 NCSL Legislative Fiscal Directors Pre-Conference has been specifically designed for legislative fiscal directors. This meeting will provide attendees a special opportunity to communicate and collaborate with one another regarding budget realities throughout the state legislatures they serve. This meeting is made possible through the support of The Pew Charitable Trusts. 


Sunday, July 29

1-1:15 p.m.

JW Marriott | L.A. LIVE

Diamond Ballroom 6-7

900 West Olympic Blvd. 

Los Angeles, Calif. 90015

Welcome and Introductions

1:15-2:30 p.m.

Fiscal Office Management: Human Resources and Hiring Practices



  • Luke Martel, group director, Employment, Labor and Retirement Program, National Conference of State Legislatures, Colorado


  • Lore Christopher, manager, Employee Services, Legislative Administration, Oregon

Interview Question Guideline 

Hiring Tips for Committee

Veteran's Preferred Method for Policy 

2:30-3:45 p.m.

Stress Testing Public Pensions



  • Eric Nauman, Senate lead fiscal analyst, Senate Counsel, Research and Fiscal Analysis, Minnesota

Summary of SF 2620


  • Greg Mennis, director, Strengthening Public Sector Retirement Systems, The Pew Charitable Trusts, District of Columbia

Pension Stress Testing for State Fiscal Directors  

  • Mark Ryan, deputy director, Independent Fiscal Office, Pennsylvania

Stress Testing Public Pensions 

  • Elizabeth Wiley, consulting actuary, Cheiron, Virginia

Simplify It Visulaize It 

3:45-4 p.m. Snack Break
4-5 p.m.

The Art of Effective Communication



  • Curt Stedron, legislative learning and developement principal, State Services Division, NCSL, Colorado 

The Art of Effective Communication 

7:30-9:30 p.m.

Fleming's Prime Steakhouse &

Wine Bar | L.A. LIVE

800 West Olympic Blvd. 

Los Angeles, Calif. 90015

Networking Dinner (meet at the restaurant)
Monday, July 30

7:45-8:30 a.m.

JW Marriott | L.A. LIVE

Diamond Ballroom 6-7

900 West Olympic Blvd. 

Los Angeles, Calif. 90015


8:30-9:30 a.m.

Federal Budget and Tax Update



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

In Theroy, an Easy Budget Year

  • Joe Crosby, CEO and prinicpal, MultiState Associates, District of Columbia 

Federal Tax Reform & the States: The Big Picture

9:30-10:15 a.m.

Roundtable on Federal Tax Reform

  • Discussion Leader: Joe Crosby, CEO & Prinicpal, MultiState Associates, District of Columbia 
10:15-10:30 a.m.


10:30-11:30 a.m.

A Clearinghouse of Clearinghouses: An Enhanced Tool for Accessing the Evidence Base


Powerpoint PDF



  • Mara Weinstein, principal associate, Pew-MacArthur Results First Initiative, The Pew Charitable Trusts, District of Columbia 


  • Patrick Dean, legislative analyst, Legislative Fiscal Office, Alabama 
11:30-12:30 p.m.

Fiscal Office Management: Training New Staff



  • David Abbey, director, Legislative Finance Committee, New Mexico

New Mexico Legislative Finance Committee New Anlayst Training and Professional Development 

  • Melody DeBussey, director, Senate Budget and Evaluation Office, Georgia

Qualitative Questioning 

  • David Juppe, senior operating budget manager, Office of Policy Analysis, Department of Legislative Services, Maryland

Maryland Budget Analyst Training Homework 

  • Ursula Parks, director, Legislative Budget Board, Texas

Initial 2014 Training Approach

Condensed 2018 Training Approach 

12:30-1 p.m.

Box Lunch/ Informal Discussion Time 



Other Resources: The Pew Charitable Trusts Fiscal 50 Fact Sheet