FTA Annual Meeting

The Federation of Tax Administrators Annual Meeting is one-stop shopping for discovering the must-know trends in tax policy and law, for learning how to run operations more efficiently, for tips on how to deliver better tax administration services and for sharing ideas on improving compliance and management programs.

The event is geared toward senior management state tax administrators and private sector representatives with an interest in the policy, program or technology aspects of state tax administration.

2019 Annual Meeting

Click here for presentations for the 2019 Annual Meeting in Indianapolis, Indiana.

2018 Annual Meeting

Click here for presentations and handouts for the 2018 Annual Meeting in Nashville, TN.

2017 Annual Meeting

Click here for presentations and handouts for the 2017 Annual Meeting in Seattle, WA.

2016 Annual Meeting

Click here for presentations and handouts for the 2016 Annual Meeting in Annapolis, MD.

2015 Annual Meeting

Presentations

Tuesday, June 16

General Session

Performance and Efficiency Audits: Turning Nightmare Measurements into an Action Plan - Stefan Verstraeten, Belgian Federal Department of Finance
Around The Country, Economically (Podcast) - Mark Zandi, Moody's Analytics - [Paper Available Here]
Plain Talk Preview - Janet Shimabukuro, Washington Department of Revenue [exercises & style guide]

Legal/Tax Policy Breakout

Transfer Pricing - Greg Matson, Multistate Tax Commission, Joe Garrett, Alabama Department of Revenue
A National Perspective on State Nexus Policies - Steve Roll, Bloomberg BNA
Analysis and Discussion on the three new U.S. Supreme Court decisions - Panel: Brian Oliner, Maryland Office of the Comptroller, Ralph Clements, Alabama Department of Revenue [presentation], Philip Horwitz, Colorado Department of Revenue, Shirley Sicilian, KPMG, Todd Lard, Sutherland

Technology Breakout

Mobile Tax Applications - Panel - David Young, Florida [presentation], Jack Lewis, Ohio [presentation], Diane Hardt, Wisconsin [presentation]
Enhanced Customer Service Channels - Steve Austin, Montana [presentation], Marcus Glasper, Washington [presentation]

Compliance Breakout

Using 1099k Data for Discovery and Collections - Justin Nieman and Derreck Wyatt, Minnesota Department of Revenue
Data Warehousing for Fraud Analytics - Andrew Schaufele, Maryland Comptroller's Office
Bankruptcy Units and Issues - Panel - Susan Dukes, Wisconsin Department of Revenue, Nick Kucirek, Nebraska Department of Revenue [presentation]
Reversing Compliance Trends - Kevin Milligan and Meggan Swisher, Pennsylvania Department of Revenue

Plain Talk Group Training - Janet Shimabukuro

Wednesday, June 17

General Session

Refund Fraud - Mike Alley, Indiana Department of Revenue
Multiple Approaches to Sales Tax Suppression - Panel:

David Gau, California State Board of Equalization
[presentation]

Lt. Greg Webb, Texas Comptroller of Public Accounts

Marie Ivarrson, Retail Innovation, Sweden
[presentation]