2018 Sprint Institute

Basic Sales Tax Analysis Using Excel

Soup to Nuts – This session walks you through the basics of sales tax analysis.  Starting with the fundamental use of sales tax, where to get the source data, and all the different restrictions; moving to critical analysis of both public and confidential data; and ending with Excel forecasting tools and techniques.  The goal of this session is to give a budget or financial analyst some take-home applications of how to better understand and predict sales tax revenues in their jurisdiction.
Speakers: Lewis F. McLain, Jr., President, CityBase.Net; Bradley Ford, Deputy City Manager, City of Burleson; and Paul Diaz, Budget Manager, City of Georgetown

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