Annual Budget and Tax Briefing

A detailed agenda will be available shortly.

AGENDA

February 21-22, 2019
FHI 360,  1825 Connecticut Ave NW, Washington, DC 20009

Thursday, February 21, 2019 | 8:30-5:00pm

Sessions will include:

• Advancing a Proactive Agenda in Congress: Our keynote speaker will share their thoughts on how to move forward a proactive agenda from a new House of Representatives.
• Federal Policy, Budget and Revenue Outlook – What’s in store during the 116th Congress
  Noted tax and budget policy expert Bob Greenstein will provide an overview on the key provisions in the federal budget, discuss current and upcoming budget debates, and offer insights on the potential impact on struggling families, workers and communities.
• State Policy Outlook for Workers and Families
  During this session, a panel of experts will explore key battles and opportunities in the states, discuss the role states play in building power and moving federal policy, and examine what’s at stake and in play in 2019.
• Proactive Revenue Campaigns in the States
  Panelists will share concrete examples of current efforts and key learnings from revenue campaigns in the states as well as new research efforts that have identified communications approaches that lead to greater support for progressive tax reform and increases to revenue streams that are crucial to so many important policy goals.
• Reception (5:00-6:30pm at FHI): Participants are invited to stay for an informal reception to network and socialize.  Drinks and light hors d’oeuvres will be served. Performance by Songrise, a DC-based women’s social justice a cappella group.

Friday, February 22, 2019 | 8:00-12:30pm

Sessions will include:

• Celebrating the State Priorities Partnership’s 25th Anniversary: Join this breakfast program to learn about and celebrate the Partnership’s first 25 years.
• Building an Inclusive Economy: The Future of Work and Workers: Work is changing. The protection we offer workers needs to change as well. How do we mobilize workers and restructure the workplace as the contingent/fissured economy expands? What policy avenues are local groups considering?
• Building an Inclusive Economy: The Future of Social Protections: As the economy and the nature of work changes, so must our social safety net policies. While privately and publicly provided social protections have been evolving, are they evolving to meet the needs of workers and their families? How can social protections be re-imagined to meet their needs and advance equity and inclusion?

1. Shelley Waters Boots, The Annie E Casey Foundation
2. Noah Berger, The Annie E. Casey Foundation
3. Velvet Bryant, The Annie E. Casey Foundation
4. Kit Judge, The Annie E. Casey Foundation
5. Anna Lefer Kuhn, Arca Foundation
6. Martha Toll, Butler Family Fund
7. Ria Pugeda, Consumer Health Foundation
8. Ana Montanez, Council on Foundations
9. Anna Wadia, Ford Foundation
10. Ami Nagle, Economic Opportunity Funders
11. Cema Siegel, Economic Opportunity Funders
12. Ann McMillan, Grantmakers In Health
13. Takema Robinson, Greater New Orleans Funders Network
14. Shona Chakravartty, Hill Snowdon Foundation
15. Denise Dell Isola, Irving Harris Foundation
16. Andre Oliver, The James Irvine Foundation
17. Stephanie Davison, Kresge Foundation
18. Valeria Treves, The LIFT Fund
19. Rubie Coles, Moriah Fund
20. Adriana Rocha, Neighborhood Funders Group
21. Neda Said, Neighborhood Funders Group
22. Sienna Baskin, NEO Philanthropy
23. Emma Oppenheim, Open Society Foundations
24. Deidre Swesnik, Open Society Foundations
25. Sadie Kliner, Pivotal Ventures
26. Bob Shull, Public Welfare Foundation
27. Keesha Gaskins-Nathan, Rockefeller Brothers Fund
28. Rebecca Greenberg, Solidago Foundation
29. Pierre Joseph, Solidago Foundation
30. Guillermo Quinteros, Solidago Foundation
31. Rudi Navarra, The Solutions Project
32. Caitlin Hamood, Stoneman Family Foundations
33. Cuong Hoang, Stoneman Family Foundations
34. Matthew Hennessy, United Philanthropy Forum
35. Angela Bonham, United Way of the National Capital Area
36. Erica Russell, United Way of the National Capital Area
37. Marta Conner, Wellspring Philanthropic Fund
38. Courtney Lundquist, Wellspring Philanthropic Fund
39. Cassandra McKee, Wellspring Philanthropic Fund
40. Breechaye Milburn, Wellspring Philanthropic Fund
41. Michael Castens, Winthrop Rockefeller Foundation
42. Betsy Edasery, The Workers Lab

We have reserved a small block of rooms at the Washington Hilton, 1919 Connecticut Ave NW, Washington, DC 20009 (1/2 block from the meeting venue) for the nights of February 20 and 21 at the group rate of $189/night. Reservations can be made by calling 1-800-HILTONS and referring to group code: GIST19, or online using this link. The deadline to book is January 28^th.

Location

FHI 360, Academy Hall, 1825 Connecticut Avenue, NW, 8th Floor, Washington, DC.

Directions from Maryland, Virginia, and Metro

Red Line Metro Station: Dupont Circle

From Baltimore and Points North

From Richmond and Points South

From Dulles Airport

From Ronald Reagan National Airport

Parking

FHI 360 Conference Center Parking Information

Many thanks to our terrific planning committee for their time and leadership in shaping this event!

• Caitlin Hamood, Stoneman Family Foundations
• Robert Shull, Public Welfare Foundation
• Anna Wadia, Ford Foundation
• Terri Wright, Meyer Foundation

Watch Party Goals

The purpose of the watch parties is to help state and local funders:

• Gain a better understanding of this year’s pressing federal budget and tax issues and the impact on their state budgets and economies;
• Discuss with peers the implications for programs serving children and families; and
• Consider grantmaking strategies and opportunities for collaboration with like minded stakeholders.

Why Federal Budget and Tax Policy Matters to State and Local Funders 
States get about one-third of their revenue from the federal government — funds that help pay for health care, schools, housing, roads, child care, job training, and a range of other programs. President Trump’s 2018 budget includes massive cuts to state and local programs and services, shifting costs to the states and leaving policymakers with difficult choices about how to respond. With most states struggling to balance their budgets and many facing revenue shortfalls, states may be forced to scale back or eliminate critical programs and services.  Programs that support kids and families and help them afford the basics—like food assistance, Medicaid, housing, and education investments—are all at risk.

Local Watch Party Logistics

• There is no fee to participate.
• Watch parties will participate via a URL link. The only technology needed is an internet connection.
• Watch parties can view the federal budget and tax outlook presentation via live webstream tentatively scheduled for February 21, 2019 from 11:00-12:15pm EST or as a recording at a later date.
• Participants viewing the live webstream will be on mute, but will have the opportunity to post questions via text or email during the Q&A portion of the session.
• Hosts will have the opportunity to test their technology to make sure the provided URL link works and there are no problems with audio or visual connections.
• We ask that hosts share watch party details (date, time, venue, sponsors, speakers, and number of participants) so that we can track participation.
• Watch party hosts will be recognized on the EOF website and meeting materials.

Virtual Budget and Tax Briefing for Grantmakers
[Date, Time]
[Host, Location Address]

Sample Agenda