First County Investment Academy Conference in Galveston a Success


The 2013 Conference of the County Investment Academy was held June 10-12 at Moody Gardens Hotel in Galveston. Thanks to all the hard work of the County Investment Education Committee and interest in the newly created Academy, the conference was a huge success and set a new attendance record for a June investment conference.

The Annual Conference of the County Investment Academy is one of three investment conferences sponsored each year by TAC. The others are the Texas Public Funds Investment Conference, which will be held November 7-8 at the Omni Houston Hotel, and the Basics of County Investments course, which will be held January 21-24, 2014, at the TAC Events Center in Austin.

The County Investment Academy has replaced the former County Investment Officer (CIO) program. For 20 years, this program has been one of the nation’s premier educational programs for county investment professionals.

There are currently 219 members of the County Investment Academy. They earned membership by their participation in the former CIO program. In the future, those who complete the Basics of County Investments course will earn membership in the Academy. Membership is maintained by completing 15 hours of continuing education per calendar year.

Academy members receive credit for the number of years they were active in the former CIO program. At the Galveston conference, an awards recognition luncheon was held to honor the following members:

20-Year Honoree: 

Myra Harris, Upshur County Treasurer

15-Year Honorees: 

Edward Dion, El Paso County Auditor


Donna F. Kelly, Erath County Treasurer


J. R. Kirkpatrick, Johnson County Auditor

10-Year Honorees:

Diane Avila, Pecos County First Assistant Auditor


Courtenay Dugat, San Patricio County Treasurer


Debbie Eoff, Hamilton County Treasurer


Mary Horton, Jackson County Treasurer


Bryan Jeanes, Wood County Judge


Leann Jennings, Potter County Treasurer


Patsy J. Lassiter, Cherokee County Treasurer


David McElwain, Port of Houston Authority Treasury Manager


Chuck Oakley, Jefferson County Drainage District 6 CFO


Lori D. Rangel-Pompa, Caldwell County Treasurer


Nancy E. Rister, Williamson County Clerk


Cynthia M. Salinas, Kenedy County Treasurer


Romeo Salinas, Zapata County Treasurer


Karin Smith, Anderson County Auditor


Barbara Wright, Yoakum County Treasurer

5-Year Honorees:

Monika Arris, Collin County Budget and Finance Director


Cynthia A. Berger, Guadalupe County First Assistant Treasurer


Shonda L. Black, Bailey County Treasurer


Tracy Butler, King County Treasurer


David Cooksey, Bexar County Senior Analyst


Renee Couch, Comal County Treasurer


Truman Dougharty, Newton County Judge


Carolyn Etheridge, Montgomery County Executive Administrator


Deborah D. Huffman, Angelina County Treasurer


Kathy Kohutek, Williamson County First Assistant Treasurer


Terrie Neuville, Marion County Treasurer


Denise Salzbrenner, Carson County Treasurer


Marisol Villarreal-Alonzo, Hays County Assistant Auditor


Becky Wilkins, Hill County Treasurer


Jeanna Willhelm, Winkler County Auditor


Erica Wood, Walker County Deputy Treasurer