Saturday - September 16
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| 1:00 p.m. - 5:00 p.m. |
Research Roundtable (Executive agency Government Only)
(Crystal Ballroom) Agenda |
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Sunday - September 17
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| 8:00 a.m. - 7:00 p.m. |
Registration (Mayfair Foyer) |
| 9:00 a.m. - 12:00 noon |
Research Roundtable (Executive agency Government Only)
(Crystal Ballroom) |
| 12:00 noon - 6:00 p.m. |
Wine Tour (Optional - extra charge)
[schedule & description of wineries] |
| 7:00 p.m. - 10:00 p.m. |
Opening Receptions (Mayfair Ballroom) |
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Monday - September 18
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| 8:30 a.m. - 12:00 noon |
General Session (Crystal Ballroom ) |
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Presiding: Susan Mesner, Vermont Department of Taxes & Section Chair |
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Welcome - Randall Edwards, Oregon State Treasurer |
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General Economic Outlook
Nigel Gault, Global Insight |
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Regional Economic Outlook
Mark McMullen, Moody's Economy.com
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Fiscal Outlook of the States - An Update
Ron Snell, National Conference of State Legislatures |
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Streamlined Sales Tax Project
Bruce Johnson, Utah State Tax Commission |
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| 12:00 noon - 1:45 p.m. |
Lunch (Crystal Ballroom)
Agents of Impatience
speaker: Gary Cornia, Brigham Young University
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| 1:45 p.m. - 3:30 p.m. |
Concurrent Breakout Sessions |
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Session I: Sectorial Economic Outlook (Mayfair)
Moderator: Susan Mesner |
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Housing Outlook, Joe Elling, Weyerhaeuser
Automotive Outlook, Kim Hill, Center for Automotive Research
Outlook for the Technology Sector, Mike Raimondi, Global Insight (invited)
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Session II: Managing a Research Section (Kent)
Moderator: Natalie Davila |
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How to Survive in a Bureaucracy, Julia Friedman, District of Columbia Office of Revenue Analysis
Communications Issues in an Economic Research Unit, Rachel Moskowitz, New Mexico Taxation & Revenue Department
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| 3:45 p.m. - 5: 30 p.m. |
Regional Breakout Session (government only) |
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Northeastern Region (Cambridge/Oxford)
Southeastern Region (Crystal Ballroom)
Midwestern Region (Kent)
Western Region (Mayfair) |
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Tuesday, September 19
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| 8:30 a.m. - 10:15 a.m. |
Concurrent Breakout Sessions |
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Session I: Issues in Revenue Forecasting (Mayfair)
Moderator: Michael Allen |
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Another April Surprise In California—Causes and Implications, Brad Williams, California Legislative Analysis Office
Collaborating Efforts in Revenue Forecasting, Mark McMullen, Moody’s Economy.com and Natalie Davila, Illinois Department of Revenue
Forecasting Value Added, Robert Cox, Kentucky
Office for Economic Analysis
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Session II: Issues in Corporate Tax Reform (Kent)
Moderator: Hector Vielma |
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Fiscal Impacts of Implementing Entity Level Taxation for Pass-Through Entities -- Lessons learned in Kentucky, Greg Harkenrider, Kentucky Office of the State Budget Director
That Dam CAT - Ohio's Tax Reform One year Later, Fred Church, Ohio Department of Taxation
New Jersey's CBT Reform: Act II, Richard Kaluzny and Ranjana Madhusudhan, New Jersey Department of Treasury |
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| 10:30 a.m. - 12:15 p.m. |
Concurrent Breakout Sessions |
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Session I: Forecasting Economic Turning Points (Mayfair)
Moderator: Michael Kennedy |
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Leading Indicators of Cyclical State Revenues: Beyond the Regional Economic Drivers, John Shelnutt, Arkansas Department of Finance Administration
Title TBD, Greg Harkenrider, Kentucky Office of the State Budget Director
Assessing Relative Component Contributions to Change in the Oregon
Index of Leading Indicators, Michael Kennedy, Oregon Office of Economic Analysis |
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Session II: Issues with the Streamlined Sales Tax Project (Cambridge/Oxford)
Moderator: Lorrie Brown |
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Panel: Christian Weiss, Florida Department of Revenue
Greg Potegal, Washington Department of Revenue
Lorrie Brown, Washington Department of Revenue
Bruce Johnson, Utah State Tax Commission
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Session III: Local Option Income Taxes (Kent)
Moderator: Arthur Friedson |
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Local Income Tax for School Finance In New York State: A Primer, Arthur Friedson, New York State Department of Taxation & Finance
Local School Income Taxes in Ohio, Michael Sobul, Ohio Department of Taxation
The Estimated First-Year Impact on Property Taxes of LD 1, Michael Allen, Maine Revenue Services
Michigan's Experience with School Finance Reform, Jeff Guilfoyle, Michigan Department of Treasury
School Aid Funding from State Taxes in New Jersey, Ranjana Madhusudhan, New Jersey Division of Taxation
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| 12:15 p.m. - 1:45 p.m. |
Lunch (on your own) |
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| 1:45 p.m - 3:30 p.m. |
Concurrent Breakout Sessions |
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Session I: Issues with Cigarette Excise Taxation (Mayfair)
Moderator: Susan Mesner |
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NYS/NYC Smoking Bans and the Effect on Bar/Restaurant Sales, Bill Raleigh, New York State Department of Taxation & Finance
The Effect of Sub-State Cigarette Tax Changes, Hans Zigmund, Illinois Department of Revenue
Estimating the Weighted Average Retail Price of Cigarettes, Randy Sanford, Minnesota Department of Revenue
How Border Sales Can Alter the Yield of a Cigarette Tax: Kentucky's Cigarette Surtax, Greg Harkenrider, Kentucky Office of the State Budget Director
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Session II: Issues with Data Base Development & Data Mining (Kent)
Moderator: Patrice Cohen |
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Using SAS Views to Simplify Data Maintenance and Increase Data Integrity, Patrice Cohen, New York State Department of Taxation & Finance
A Comparison of Electronic & Paper Tax Return Filers, Amy Harris & Jay Munson, Iowa Department of Revenue
A Warehouse with Many Floors and Many Doors: Data Warehousing and Mining at the Iowa Dept. of Revenue, Michael Lipsman, Iowa Department of Revenue
Data Mining, Data Integrity -- Florida Experience, Yen Chen, Florida Departmentt of Revenue
The Electronic Data Warehouse (EDW) Experience of Massachusetts DOR, Kazim P. Ozyurt and Howard Merkowitz, Massachusetts Dept of Revenue |
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| 6:00 p.m. - 9:00 p.m. |
Banquet (Bridgeport Brewery)
(Shuttle service starts at 5:30) |
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Wednesday, September 20
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| 9:00 a.m. - 12:00 noon |
General Session (Mayfair Ballroom) |
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The Elderly Population and Iowa Tax Revenues: As One Goes Up, Must the Other Come Down?, Amy Harris, Iowa Department of Revenue |
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Discussant: Comparison with Minn, Paul Wilson, Minnesota Department of Revenue |
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Whatever Happened to Dynamic Revenue Analysis in California?, David Vasche, California Legislative Analyst |
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Effective Tax Rates Facing Low- and Moderate Income Families: Modeling the Impact of Policy Changes 1998-2004 , Paul Wilson, Minnesota Dept of Revenue |
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Update on Research Roundtable Activities, Michael Kennedy, Chair & Oregon Office of Economic Analysis |
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Invitation to North Carolina in 2007, Karl Knapp, North Carolina Department of Revenue |
