2019 MSATA (Midwestern States) Conference Presentations

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8:45 am – 11:30 am
Commissioners’ Roundtable
This year, we are trying a new approach to the Commissioners' Roundtable. We are breaking the session up into three panels, during which each agency head or their representative will present a program or topic being pursued in their state.

FTA's motto is "Let No Good Idea Go Unstolen" and we anticipate you are going to take away lots of great ideas from these sessions.

Gale Garriott, FTA’s Executive Director, facilitating

8:45 am – 9:30 am
Commissioners’ Session 1

David Harris, Illinois Department of Revenue: Illinois' Statewide Lien Registry
Adam Krupp, Indiana Department of Revenue: Using Geo-mapping Software to Enhance Administration of Food and Beverage Taxes
Kathy Debien, Michigan Department of Treasury: Point of Sale Suppression Project
Steve Stotts, Kansas Department of Revenue: Portfolio Warehouse Implementation
Clark Jolley, Oklahoma Tax Commission: Online Document Submissions Through the OkTAP Portal

9:30 am – 10:15 am
Commissioners’ Session 2

Kraig Paulsen, Iowa Department of Revenue: Iowa's Modernization Project
Mari Ruck, Kansas City Missouri - Revenue Division: Kansas City's Passport Program
Ken Zellers, Missouri Department of Revenue: Customer Service, Call Centers and Chabots as Next Step
Lee Ho, Minnesota Department of Revenue: Designing Support Processes Around the Employee Experience

10:45 am – 11:30 am
Commissioners’ Session 3

Sarah O'Leary, Ohio Department of Taxation: Ohio's WILDLY Successful Internship Program
Peter Barca, Wisconsin Department of Revenue: 2019 Strategic Planning
Mike Walsh, Nebraska Department of Revenue: Metrics Tracking Customer Focus Issues
Nathan Bergman, North Dakota Office of State Tax Commissioner: Pilot Project of Visit Manager
Jim Terwilliger, South Dakota Department of Revenue: Developing Our Employees For the Future at the SDDOR

11:30 am – 12:00 pm
What FTA Can Do For You!
FTA staff discusses resources available to tax agency personnel. - Ryan Minnick, FTA

1:30 pm – 2:15 pm
Remote Sellers Compliance Panel
In this session, a panel will discuss steps they are taking to enforce compliance among remote sellers.

Mike Ralston, Indiana Department of Revenue
Andrea Welsh, Oklahoma Tax Commission

2:20 pm – 3:05 pm
Working Smarter … Reducing Audit Cycle Time
Several states are working on projects to streamline communication between tax agency personnel and taxpayers that are subjects of audit. Other projects are reducing audit cycle time.

Roger Koss, Illinois Department of Revenue
Connie Gillam, Missouri Department of Revenue

3:25 pm – 4:10 pm
Data Warehousing/Audit Selection
This will be a discussion/roundtable on different and best practices in the fields of data warehousing, audit selection and data analytics as it relates to auditing. Each participating state will discuss how they currently handle each area and what improvements they’ve made over the past several years.

Rich Clum, Ohio Department of Taxation
Roger Koss, Illinois Department of Revenue
Gideon Lowe, Michigan Department of Treasury



1:30 pm – 2:15 pm
Automating the Bank Levy Process using the X9 protocol
Several banks and states have been working together to fully automate the bank levy process. Learn about the new standard being developed.
Steven Hayes, Illinois Department of Revenue
Clint Jones, JP Morgan Bank

2:20 pm – 3:05 pm
Wage Garnishment Automation
Wisconsin and ADP are working to automate the entire wage garnishment process. From the initial issuance of the garnishment, through the employers' responses, to the payment of the debt, this process will encompass all aspects of this currently paper intensive, manual process. Learn how this process will work and how other states can take advantage of it.

Brian Dischler, Wisconsin Department of Revenue

3:25 pm – 4:10 pm
“WHY DID YOU _________ !!” … Handling Negative Feedback to the Collection Process
Despite states' best efforts to encourage voluntary compliance, enforced collection actions are sometimes required. Often taxpayers subject to these actions blame the taxing agency for their failure to comply. Explore how agencies are dealing with negative feedback and perceptions created by an active compliance program.

John Peterson, Kansas Department of Revenue

4:15 pm - 5:00 pm

Collection Roundtable

Jessica Kegley and Kelly Hagberg, Minnesota Department of Revenue 


1:30 pm – 2:15 pm
Sponsorship Series: Artificial Intelligence and Machine Learning
As artificial intelligence (AI) and machine learning (ML) take center stage, many organizations are realizing the benefits of more accurate information, reduced human costs, and quicker turnaround for citizens to get needed information. Join us for a discussion on how AI and ML can enable your agency to deliver more value for your constituents, reduce costs, and engage your taxpayers in a way they have come to expect.

Rich Brunner, RSI

2:15 pm – 3:00 pm
Sponsorship Series: Tax Administration Around the World
This presentation will discuss trends in tax administration around the world with emphasis on the ways in which tax agencies are adapting to new technologies and business models that are challenging traditional approaches of tax administration. It will include unique examples and insights from tax agencies throughout the world.

Joe Milak, FAST Enterprises

3:30 pm – 5:00 pm
Modernization Fun – Improving People, Processes, and Technology (Government-Only Discussion)
Modernization can take many different forms and is typically seen through a technology lens. While technology is an important ingredient in the recipe, there are many different flavors of modernization and so much more required for success.
Hear from two states who are in different stages of their modernization projects and participate in a roundtable discussion about all things modernization.

Bob Grennes, Indiana Department of Revenue, facilitating
Steven Hayes, Illinois Department of Revenue




8:30 am – 9:15 am
Murphy v. NCAA
The US Supreme Court in 2018 overturned the Professional and Amateur Sports Protection Act (PASPA) which prohibited states from allowing sports betting within their borders. While the ruling focused on sports betting, the implications may have much larger impacts, including federal limitations on states’ taxing authority. This presentation will discuss the effect of this landmark case.

Greg Matson, Multistate Tax Commission

9:15 am – 10:15 am
Effective Strategic Communications and Stakeholder Relations
How do you strategically manage your external stakeholder relations and communications? Here’s a detailed roadmap to ensure your organization communicates in a way that maximizes customer compliance, stakeholder cooperation and revenues

Adam Krupp and Emily Boesen, Indiana Department of Revenue

10:45 am – 12:00 pm
Reviewing Wayfair & Resulting State Law and Policy Changes
This panel of experts will discuss implementation of the Wayfair v. South Dakota decision. Discussion topics will include remote seller registration, compliance efforts, unexpected situations, etc.

Fred Nicely, COST, facilitating
Alison Jares, South Dakota Department of Revenue
Mike Ralston, Indiana Department of Revenue
Mike Walsh, Nebraska Department of Revenue
Craig Johnson, Streamlined Sales Tax Governing Board


1:30 pm – 2:15 pm
Educating Your Taxpayer Through Online Methods
Looking to reach out to your taxpayers in a new way? Do you receive the same questions over and over from your taxpayers? Needing to offer a fresh perspective to your taxpayer education programs? Then this may be the panel for you. Join Ohio and Oklahoma as they present their list of “how to’s” in creating an online educational video and webinar program.

Joanne Cook, Oklahoma Tax Commission
Theresa Slaminko, Ohio Department of Taxation
Chris Eberts, Ohio Department of Taxation

2:20 pm – 3:05 pm
Adventures in Public Outreach
Thinking outside the box when it comes to your customers to get them to voluntarily comply is an effective long-term tool to make tax administration easier. Public outreach has many forms that might have worked in the past but is not what gets attention these days. New approaches that have proved beneficial to Kansas City will be discussed.

Mari Ruck, Eric Davison and Aaron Dispenza, City of Kansas City, Missouri - Revenue Division

3:25 pm – 4:10 pm
Text, Chat and Email: Communicating Securely Using 21st Century Tools
Gone are the days of conducting business strictly through snail mail. As our customers become more mobile and tech savvy, their expectation is for government agencies to follow suit. This is an interactive breakout about current communication methods, methods we see emerging, and methods that seem impossible today, but may become reality in the near future. We will take some time to identify and discuss successes and roadblocks while keeping in mind the confidentiality of taxpayer information.
If your agency uses different methods to communicate with your internal and external customers or if you are interested in learning new methods to communicate, we would love to have you join the conversation.

Bobi Adams, South Dakota Department of Revenue
Chelsea Hare-West, Michigan Department of Treasury


1:30 pm – 2:15 pm
Benchmarking for Success
Benchmarking for Success – In this session we will discuss the process to develop and use metrics to drive customer service, employee performance and continuous improvement initiatives. Attendees will hear about what’s been attempted, what has/hasn’t worked, and what we learned with our efforts.

Caroline June, Michigan Department of Treasury
Mark Godfrey, Missouri Department of Revenue

2:20 pm – 3:05 pm
Telework, Alternate Worksites
Telework can be a great way of motivating employees and expanding the recruiting base. To make telework work, it must be managed properly. This panel will discuss the positives and challenges associated with remote workers and how to manage them effectively.

Chris Scheutz, Minnesota Department of Revenue
Roger Koss, Illinois Department of Revenue
Melissa Bremer, Iowa Department of Revenue

3:25 pm – 4:10pm
Managing a Highly Engaged Workforce
Keeping your workforce engaged in their work can be challenging. This panel will discuss what agencies are doing to maximize their staffs’ engagement.

Jessica Nawrocki, Nebraska Department of Revenue, Facilitating
Joanne Cook, Oklahoma Tax Commission
Julie Fletcher, Indiana Department of Revenue
Marie McFarland, Michigan Department of Treasury


1:30 pm – 2:15 pm
Marketplace Facilitators
Panel discussion on what states are doing to tax online marketplaces rather than individual retailers.

Laura Stanley, Ohio Department of Taxation
Alison Jares, South Dakota Department of Revenue
David Matelski, Michigan Department of Treasury

2:20 pm – 3:05 pm
Getting a Revenue High - Best Practices, Lessons Learned in Taxation of Legal Weed
This session will take a look at Colorado’s experience with legalized marijuana. As the first governmental jurisdiction to allow for the legal sale of recreational marijuana, Colorado did not have a guidebook to draw from; rather it was through extensive stakeholder interactions, the use of common business principles and an openness to accepting this new industry that allowed Colorado’s launch of legal marijuana to proceed in an almost seamless fashion. This session will explore the strategies employed by the State of Colorado to implement the will of its people. There will be a focus on what went well, and lessons learned.

John Vecchiarelli, (Retired, Colorado Department of Revenue)
FAST Enterprises

3:25 pm – 4:10 pm
Income Repatriation: GILTI/FDII
This panel will focus on the state conformity/compliance issues relating to the international tax provisions within the new federal tax law – specifically income repatriation, GILTI and FDII. We will not address other TCJA-related issues.

Karl Freiden, COST, Facilitating
Helen Hecht, MTC
Mike Hale, Kansas Department of Revenue
Valerie Dickerson, Deloitte


10:30 am – 12:00 pm
Good Enough for Government is Not Good Enough for Us
A call to action for fellow public servants to remember our “why” and inspire those around us to set higher expectations. Indiana Commissioner Adam Krupp shares the story of the Indiana Department of Revenue’s transformation from a “typical” government agency to its recent recognition as one of Indiana’s Top Workplaces for 2019.

Adam Krupp, Commissioner, Indiana Department of Revenue