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* Agenda Subject to Change

Day 1 - September 8, 2025
Day 2 - September 9, 2025
September 8, 2025 at 7:30 AM — September 8, 2025 at 8:15 AM
Check-In & Breakfast
September 8, 2025 at 8:15 AM — September 8, 2025 at 8:25 AM
Welcome & Introduction
September 8, 2025 at 8:25 AM — September 8, 2025 at 9:25 AM
Carbon Reduction, Rare Materials, and Other Investment Trends

As sustainability and economic shifts reshape the investment landscape, state and local tax professionals must keep pace with emerging trends examining key developments in carbon reduction, rare mineral demand and other investment areas, highlighting their impact on SALT incentives, credits and compliance. Attendees will gain insights into evolving policies and how to prepare for the future. 

Moderator: Matt Rookard picture
Moderator: Matt Rookard
T
Tanner Johnson
D
Dr. Mark Zappi
September 8, 2025 at 9:35 AM — September 8, 2025 at 10:35 AM
Major Policy & Litigation Updates in Texas & Louisiana

Louisiana and Texas remain at the center of key state and local tax policy changes and litigation. This panel will provide timely updates on legislation, rulemaking, and court decisions impacting taxpayers and advisors. Attendees will gain practical insights into the evolving SALT landscape and how to navigate policy and legal risks in both states.

Moderator: Blaike Ordes picture
Moderator: Blaike Ordes
A
Adam Haynes
Jason R. Brown picture
Jason R. Brown
Carl Walker picture
Carl Walker
Megan Mauro picture
Megan Mauro
September 8, 2025 at 10:45 AM — September 8, 2025 at 11:45 AM
The Sales Tax Frontier: Digital Products & Services Under Scrutiny

As the digital economy expands, states face growing challenges in taxing digital products and services. This panel brings together tax authorities from Louisiana and Texas to discuss audit trends, policy developments, and compliance issues surrounding digital transactions. Attendees will gain key insights into navigating this evolving area of sales tax law. 

Moderator: Rachael Averett picture
Moderator: Rachael Averett
Ray Langenberg picture
Ray Langenberg
M
Mia Strong
September 8, 2025 at 12:00 PM — September 8, 2025 at 12:50 PM
Lunch & Keynote Address: The Gulf South's Dominance in Global Energy

Louisiana and Texas are leaders in the global energy sector. These industry authorities will share their perspectives on the evolving oil and gas landscape, the importance of this industry on the economy, and how state and local tax policy interacts with the global market.

Tommy Faucheux picture
Tommy Faucheux
Todd Staples picture
Todd Staples
September 8, 2025 at 1:00 PM — September 8, 2025 at 2:00 PM
Forecasting Your Tax Burden BEFORE Your Capital Investment Decisions

Proactively forecasting tax burdens is essential to making smart capital investment decisions. This panel will highlight strategies for estimating property, sales, and income tax impacts early in the planning process. Panelists will share practical insights and lessons learned to help attendees strengthen decision-making and avoid costly compliance surprises.   

 

Moderator: Reuben Rangel picture
Moderator: Reuben Rangel
Jimmy Leonard picture
Jimmy Leonard
September 8, 2025 at 2:10 PM — September 8, 2025 at 3:10 PM
Property Tax Basics, Valuation, & Reporting Strategies

Property tax remains one of the most significant and often complex state and local tax obligations for businesses. This panel offers a practical overview of property tax fundamentals, valuation methodologies and effective reporting strategies for both new and experienced SALT professionals. Attendees will gain a stronger understanding of property tax procedures, how valuations are developed and disputed, and key considerations for accurate and strategic reporting.   

Moderator: Bob Adair picture
Moderator: Bob Adair
Shannon Murphy picture
Shannon Murphy
Damon Gier picture
Damon Gier
Jim Asay picture
Jim Asay
September 8, 2025 at 3:20 PM — September 8, 2025 at 4:20 PM
A New Era of Industry Opportunity Programs: Industry Impact

As states rethink incentives to stay competitive, new and restructured opportunity programs are reshaping business decisions and investment strategies. This panel offers insights from government, industry, and regional leaders on the evolving impact of these programs and how SALT professionals can help clients navigate this changing landscape.   

Moderator: Kim Wallett picture
Moderator: Kim Wallett
Ileana Ledet picture
Ileana Ledet
Danielle Scheiner picture
Danielle Scheiner
September 8, 2025 at 4:20 PM — September 8, 2025 at 4:30 PM
Closing Remarks
September 8, 2025 at 4:30 PM — September 8, 2025 at 6:00 PM
Cocktail Reception (Complimentary)

Details coming soon.

September 9, 2025 at 8:00 AM — September 9, 2025 at 8:30 AM
Check-In & Breakfast
September 9, 2025 at 8:30 AM — September 9, 2025 at 8:40 AM
Welcome & Introduction
September 9, 2025 at 8:40 AM — September 9, 2025 at 9:40 AM
Best Practices in SALT Policy

This session explores best practices in SALT policy that promote economic growth, fiscal stability, and taxpayer clarity. Topics include tax structure simplification, transparency, compliance, and inter-state comparisons. Attendees will gain insights on how to support smarter tax policy through client and policymaker engagement.   

Moderator: Jason DeCuir picture
Moderator: Jason DeCuir
Patrick Reynolds picture
Patrick Reynolds
Manish Bhatt picture
Manish Bhatt
September 9, 2025 at 9:50 AM — September 9, 2025 at 10:50 AM
The Future of Economic Development

As states compete for investment and innovation, economic development strategies are evolving to meet shifting business and policy priorities. This panel features leaders from Louisiana, Texas and the Southern region sharing insights on growth trends, tax incentives, workforce alignment and public-private partnerships. Attendees will learn how SALT professionals can support clients in a rapidly changing development landscape.  

Moderator: Matt Rookard picture
Moderator: Matt Rookard
Matt Tackett picture
Matt Tackett
September 9, 2025 at 11:00 AM — September 9, 2025 at 12:00 PM
Fueling the Future: Severance Tax Updates in Texas & Louisiana

Severance tax policy continues to shape energy exploration, production, and investment in Texas and Louisiana. This panel will cover recent and upcoming changes, including incentives, valuation issues, and policy impacts. Attendees will gain valuable insights into how these developments affect taxpayers and energy sector planning.   

Moderator: Blaike Ordes picture
Moderator: Blaike Ordes
Sarah Magruder picture
Sarah Magruder
Dr. Greg Upton picture
Dr. Greg Upton
Mike Moncla picture
Mike Moncla
September 9, 2025 at 12:10 PM — September 9, 2025 at 1:10 PM
State of the Industry in the Gulf South

The Gulf South continues to lead in industrial growth, energy and economic development. This panel will explore current industry trends, policy shifts, investment activity and workforce dynamics in the region. Attendees will gain insights into how these forces intersect with state and local tax strategy.  

Moderator: Jason DeCuir picture
Moderator: Jason DeCuir
September 9, 2025 at 1:10 PM — September 9, 2025 at 1:15 PM
Closing Remarks
September 9, 2025 at 1:15 PM — September 9, 2025 at 2:00 PM
Grab & Go Lunch