A A A
Home / Member Services / Education & Training / Ready to Register / 69th Annual County Treasurers’ Association of Texas Conference - Agenda

69th Annual County Treasurers’ Association of Texas Conference - Agenda

Monday, Sept. 11

1-5 p.m. Registration - Ballroom Foyer
1-5 p.m. Committee and CTAT Board Meetings - Preston Trail Ballroom
1-2 p.m. Legislative Committee Meeting
Chair: Hon. Jan Hartl, First Vice President, County Treasurers’ Association of Texas and Wilson County Treasurer
2-2:30 p.m. Fundraising Committee Meeting
Chair: Hon. Cheryl Chambers, President-Elect, County Treasurers’ Association of Texas and Ellis County Treasurer
2:30-3 p.m. Education Committee Meeting
Chair: Hon. Hon. Dianna Spieker, Tom Green County Treasurer
Co-Chair: Shawn Walston, Second Vice President, County Treasurers’ Association of Texas; Concho County Treasurer
3-5 p.m. CTAT Board Meeting
Chair: Hon. Tim Funchess, President, County Treasurers’ Association of Texas and Jefferson County Treasurer

Tuesday, Sept. 12

7:30 a.m.-4 p.m. Registration and Information Desk - Ballroom Foyer
8-8:30 a.m. Coffee and Continental Breakfast with Exhibitors - Bent Tree Ballroom
8 a.m.-3:30 p.m. Exhibit Hall Hours - Bent Tree Ballroom
(Closed during lunch, 12:20-1:30 p.m.)
8:30 a.m.-3:40 p.m. General Sessions - Salon E
8:30-9 a.m. Welcome

Call to Order and Announcements

Presentation of Colors and Invocation

Pledge to the American Flag

Pledge to Texas Flag
Honor the Texas flag;
I pledge allegiance to thee,
Texas, one state under God,
One and indivisible.
9-11 a.m. Memory Power
If there were a magic pill that would improve memory, would you take it? Fortunately, you don’t need to. This fun and interactive session rids your poor memory of misplaced glasses, forgotten names and statements such as, "I know it’s here somewhere," to a mind that’s efficient and reliable. This program dispels the myth that memory can’t be improved. It can, easily and effectively. You’ll learn techniques on organizing your thoughts, remembering names and faces and overcoming absent-mindedness. When you're skilled in memory, all your other skills get better. You can improve your memory. This program shows you how.
Mr. Paul Mellor, author of MEMORY! How to Remember Anything
11-11:30 a.m. Break with Exhibitors - Bent Tree Ballroom
11:30 a.m.-12:20 p.m. CTAT Business Meeting
12:20-1:30 p.m. Rockin' in the USA Luncheon - Vista Ballroom
1:30-2:20 p.m. The Twists and Turns of Health Care Reform
Catch up on all the latest developments in Congress’ effort to repeal and replace the Affordable Care Act.
Mr. Quincy Quinlan, Health and Benefits Services Director, Texas Association of Counties
2:20-2:50 p.m. Break with Exhibitors - Bent Tree Ballroom
2:50-3:40 p.m. $$$ Diversifying and Protecting Your Portfolio 
This session will discuss controls in the investment program to protect your portfolio and better understand the risks associated with the investment program. This session will all help you understand the basic principles of diversification.
Mr. Tony Sekaly, Managing Director, Texas CLASS
5:45-9 p.m. Hear Ye, Hear Ye Medieval Times Dinner and Tournament
King Carlos requests your presence as a guest of his castle to witness the pageantry and thrills of an authentic medieval tournament!
Transportation is provided for those who have signed up in advance.
Hotel Departure: 5:45 p.m. 
Medieval Times Departure: 8:30 p.m.

Wednesday, Sept. 13

8 a.m.-4 p.m. Registration and Information Desk - Ballroom Foyer
8 a.m.-3:30 p.m. Exhibit Hall Hours - Bent Tree Ballroom
(Closed during lunch, 11:30-1 p.m.)
8:30 a.m.-3:10 p.m. General Sessions - Salon E
8:30-9:20 a.m. $$$ Protection in the Digital Age
Modern technology gives businesses unprecedented abilities, but it also presents significant risks. Learn how to reduce your risk of cybercrime and prevent fraud.
Ms. Roxane Soto, Vice President, Treasury Management, Frost Banking, Investments, Insurance​
9:20 – 10:10 a.m. The Value of Job Descriptions
Job descriptions usually get one of two reactions. Either your eyes glaze over because you don’t have them or you immediately say “We have them already, we’re covered.” Job descriptions are one of the least talked about and underappreciated aspects of employment compliance. Bottom line, as a manager of people, you need to know why they’re important, how best to write them and when to make use of them. This session may not make you think they are any more exciting, but hopefully you’ll appreciate their value in managing your employees and county business. This session will give you the basics in understanding the value of job descriptions in the workplace.
Ms. Diana Cecil, Human Resources Consultant, Texas Association of Counties
10:10-10:40 a.m. Break with Exhibitors - Bent Tree Ballroom
10:40-11:30 a.m. How to Prepare Job Descriptions
This session will be a hands-on session to assist you in writing or updating your current job descriptions. If you have job descriptions already, bring some with you to start the updating process. If you don’t, get ready to learn to write your position statements and learn how to recognize and write down the essential functions of your jobs. This session will give you practical solutions to writing job descriptions when you get back to your county.
Ms. Diana Cecil, Human Resources Consultant, Texas Association of Counties
11:30 a.m.-1 p.m. Lunch (on your own)
1-1:50 p.m. $$$ Interest Rate Changes and Sweep
With changes in the interest rate market, it may be time to consider sweeps as an option once again.  We will look at the current market conditions, and your choices for sweeping.
Mr. Tim B. Kreitzer, SVP/Regional Manager, Wells Fargo Bank
Mr. Kevin Henson, Vice President and Treasury Product Consultant, Wells Fargo Bank
1:50-2:20 p.m. Break with Exhibitors - Bent Tree Ballroom
2:20-3:10 p.m. $$$ Federal Home Loan Bank Letters of Credit – What County Treasurers Need to Know
Representatives from the Federal Home Loan Bank of Dallas (FHLB) will share an overview of the FHLB system. They’ll also discuss FHLB letters of credit. Letters of credit provide a convenient way of securing deposited public funds.
Mr. Eric Haar, VP, Director of Government and Industry Relations, Federal Home Loan Bank of Dallas
Mr. Steve Otto, Director of Member Sales, Federal Home Loan Bank of Dallas
6-7 p.m. Red, White and You
Reception and Silent Auction
- Vista Ballroom
Drop off silent auction item after 5 p.m.
7 p.m. Installation Banquet Honoring Hon. Cheryl Chambers, incoming CTAT President - Vista Ballroom

Thursday, Sept. 14

​7:30-8:15 a.m. CTAT Board Meeting​
Chair: Hon. Cheryl Chambers, President, County Treasurers’ Association of Texas and Ellis County Treasurer
​8-11 a.m. Registration and Information Desk - Ballroom Foyer
8-8:30 a.m. Coffee and Continental Breakfast - Ballroom Foyer
8:30-11:30 a.m. General Sessions - Salon E
8:30-9:20 a.m.    $$$ Treasury Management Fraud Prevention
With all of the electronic fraud going on with BEC, Wire fraud, credit card fraud, etc.. Check fraud is still at the top of the list of fraud attempted. It’s a piece of paper with your name, acct #, routing #, signature specimen. Everything a criminal needs to create counterfeit checks. So, let’s talk about who is still writing checks.
Mr. Randy Roewe, Executive Vice President and Chief Risk Officer, First Financial Bankshares, Inc.
​Mr. Daniel Neely, Senior Vice President, Treasury Management Solutions, First Financial Bankshares, Inc.
9:20-10:10 a.m. Treasurer’s Duties are Scattered Across 25+ Plus Law Books. Say What?
High level review of statutes that touch the treasurer’s office. We will review the Law Books and provide a Statute Cheat Sheet. 
Hon. Dianna Spieker, Tom Green County Treasurer
10:10-10:3​0 a.m. Break with Exhibitors - Bent Tree Ballroom
10:30-11:20 a.m. Roundtable Discussion
This will provide an opportunity to discuss mutual problems that we each face in our counties and share possible solutions.
11:20 a.m. Closing Remarks


You must SIGN UP on your registration form to the special events in advance or tickets will not be issued.

agenda subject to change ​​​​