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Home / Member Services / Education & Training / Ready to Register / 45th Annual County Treasurers’ Continuing Education Seminar - Agenda

45th Annual County Treasurers’ Continuing Education Seminar - Agenda

Monday, April 17

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

Tuesday, April 18

7 a.m.-5 p.m. Registration and Information Desk (Lost Pines Foyer)
7-8 a.m. Coffee and Continental Breakfast with Exhibitors (Lost Pines 4)
8 -8:10 a.m. Welcome (Lost Pines 5-8)

Call to Order and Announcements
Presiding: Hon. Tim Funchess, President
County Treasurers’ Association of Texas and Jefferson County Treasurer
8:10-9 a.m. How to Sell Yourself Without Selling Your Soul – Court Etiquette
This session will utilize humor and satire to explore various scenarios treasurers may encounter in a day’s work. The audience will then choose the best method for a successful outcome.
Moderator: Hon. Cindy Yeatts Brown, Denton County Treasurer
Speakers: Hon. Dianna Spieker, Tom Green County Treasurer
Hon. Shawn Walston, Concho County Treasurer
Hon. Mitzi Baker, Midland County Treasurer
Hon. Amber Thompson, Jones County Treasurer
Hon. Rhea McGinnis, Sterling County Treasurer
Hon. Alan Dierschke, Glasscock County Treasurer
​9-9:50 a.m. $$$ Data Security: Protect Your Data, Reputation and Cash
The scope of cyberthreats has broadened. We’ll discuss recent trends and security best practices using the following questions: What is account takeover and how can I prevent it?” Will same-day ACH make fraud worse? What is account validation? Should I worry about data breaches? What is cyber-insurance? What happens if we’re hacked? How do I protect my organization?
Ms. Lia Givens, Vice President, Treasury Management Sales Consultant, Government and Institutional Banking, Wells Fargo Bank
​9:50-10:10 a.m. Break with Exhibitors (Lost Pines 4)
​10:10-11 a.m. Collection Improvement Program Portion of Fees Retained
The collection improvement program could have significant effects
both positive and negative to numerous stakeholders.
Mr. David Cueva, Audit Manager, Collections Improvement Program (CIP), Office of Court Administrators
​11-11:50 a.m. What’s Coming with State Court Costs and Fees?
An overview of where we’re at and what to expect with getting our
returns available for on-line filing, and what proposed legislation
we’re currently watching in the legislative session as relates to state
court costs, fees & fines.
Mr. Rod Dietz, Program Specialist, State Comptroller of Public Accounts
​11:50 a.m.-1:20 p.m. Lunch (on your own)
​1:20-2:10 p.m. Bank Depository Relationships: RFP Good Practices/Making Sure to Talk to with Same Language
In this session we will discuss the "Do's and Don'ts" when issuing a Bank Depository Request for Proposal. We will also discuss some key products and services around your bank depository relationship.
Mrs. Patty Fougerat, Vice President-Central Banking Government Banking, Wells Fargo Bank
Ms. Kim Maxey, Senior Vice President/Treasury Management Sales Consultant, Wells Fargo Bank
​2:10-3 p.m. Road to Retirement
Your TCDRS retirement plan is different from most other retirement plans. Learn how your TCDRS plan is structured, how to administer the plan with our online tools, how benefits are designed to provide a lifetime payout for employees, and how this type of plan compares to other retirement plans out there today.
Ms. Amy Campbell, Manager of Employer Services, Texas County and District Retirement System
​3-3:20 p.m. Break with Exhibitors (Lost Pines 4)
​3:20-4:10 p.m. Purchasing Requisitions
This session will provide you with an overview of general purchasing requirements, including the Purchasing Requisition Form.  Learn why this form is an important part of the procurement process and how it can help ensure that supplies and spending are carefully controlled.  We will discuss best practices for initiating the conversation and implementing a purchasing requisition form process. 
Ms. Ramona Womack, CPPO, CPPB, Director of Purchasing, Comal County​
​4:10-5:20 p.m. Documentation Best Practices:  How to Improve Unemployment
Successes
This session cover issues for documenting to win an unemployment claim. It will provide participants with a basic understanding of the unemployment process. It will detail how to do all types of write ups from counseling, verbal, written to include final termination. Come get some strategies to take back to your county, including some tools for your county. 
Ms. Diana Cecil, Human Resources Consultant, Texas Association of Counties
​5:30-7:30 p.m. Welcome Reception & Silent Auction
Drop off silent auction item after 5 p.m. Last bidding at 7 p.m.

Wednesday, April 19

7:30 a.m.-4:40 p.m. Registration and Information Desk (Lost Pines Foyer)
7:30-8 a.m. Coffee and Continental Breakfast with Exhibitors (Lost Pines 4)
8 a.m.-5 p.m. Legislative Update (Lost Pines 5-8)
Hear a timely update on issues of the 85th session of the Legislature and how possible outcomes could affect your office.
8:50-9:40 a.m. $$$ Depository Investment Options in a Changing Landscape
This session will explore recent interpretations to the Texas Public Funds Investment Act regarding eligible deposits. Specifically, ramifications of Attorney General Opinion 128 from 2017. We will also explore and discuss any pending legislative changes occurring in the 2017 Legislature.
Mr. Chris DeBow, Managing Director, Investment Advisory Services, Public Trust Advisors, Program Administrator for Texas CLASS
​9:40-10 a.m. Break with Exhibitors (Lost Pines 4)
​10-10:50 a.m. $$$ Can Counties Buy Municipal Bonds? Taxable or Tax Free?
This session will review Texas Public Fund Investment, Act 2256 in regards to buying municipal bonds. Will talk about why and who are buying municipals in Texas. Will discuss maturities, credit rating and amounts being purchased by Texas Public Funds accounts.
Mr. Tony Sekaly, Marketing Director, Public Trust Advisors, Program Administrator for Texas CLASS
​10:50-11:20 a.m. Getting to Know the County Government System – County/District Clerk
Get a good look at the County/District Clerk’s Office and how it affects the Treasurer’s Office. Learn how all must work together to get the job done.
Hon. Lisa David, Williamson County District Clerk
​11:20 a.m.-12:50 p.m. ​CTAT Treasurer of the Year Nominees & Scholarship Recipient Announcements & Luncheon
Texas’ Outstanding County Treasurer Award Committee Chair: Hon. Cindy Yeatts Brown, Denton County Treasurer
CTAT Scholarship Chair: Hon. Dolores Ortega Carter, Travis County Treasurer
​12:50-1 p.m. Transition Break
​1-1:50 p.m. Overview of Texas Indigent Defense Commission (TIDC)
Overview of Texas Indigent Defense Commission (TIDC) grants program and how it can help your county. Indigent defense reporting and your responsibility. What to expect during an on-site and desk review.
Ms. Debra Stewart, CPA, Fiscal Monitor, Texas Indigent Defense Commission (TIDC)
Mr. Edwin Colfax, Grant Program Manager, Texas Indigent Defense Commission (TIDC)
​1:50-2:40 p.m. The Texas Attorney General Opinion Process
Learn who is authorized to request an Attorney General opinion, how to make a request or provide input on a pending request, and which types of questions are best suited for the opinion process.
Ms. Jennie Hoelscher, Division Chief, Opinions, Office of the Attorney General
​2:40-3 p.m. ​Break with Exhibitors (Lost Pines 4)
​3-4:40 p.m. Roundtable Discussions by Population
Treasurers from similar size counties gather to discuss their core duties, various procedures and day-to-day operations. 
  
Roundtable A-1 (Lost Pines 5-8)
Populations fewer than 10,200 without an Auditor
Moderators: Hon. Dinkie Parman, Hartley County Treasurer
Hon. Jennifer Henderson, Schleicher County Treasurer

Roundtable A-2 (Austin Colony)
Populations fewer than 10,200 with an Auditor
Moderators: Hon. Shonda Black, Bailey County Treasurer
Hon. Denise Salzbrenner, Carson County Treasurer

Roundtable B (Milam Colony)
Populations of 10,201 to 19,999
Moderators: Hon. Terrie Neuville, Marion County Treasurer
Hon. Michael Lord Jr., Gaines County Treasurer

Roundtable C (Little Colony AB)
Populations of 20,000 to 39,999
Moderators: Hon. Donna Early, Cass County Treasurer
Hon. Amber Thompson, Jones County Treasurer
 
Roundtable D (Navarro Y Bangs)
Populations of 40,000 to 99,999
Moderators: Hon. Laurie Ingram, Bastrop County Treasurer
Hon. Christy Khoury, Orange County Treasurer

Roundtable E (Robertson & Leftwich Colony)
Populations of 100,000 or greater
Moderators: Hon. Gayla Hawkins, Grayson County Treasurer
Hon. Mitzi Baker, Midland County Treasurer

Thursday, April 20

7:30-11 a.m. Registration and Information Desk (Lost Pines Foyer)
7:30-8 a.m. Coffee and Continental Breakfast (Lost Pines Foyer)
8-10 a.m. Amazing Face Reading (Lost Pines 5-8)
Having an instant, accurate, objective assessment of every person you meet before you even finish shaking hands is priceless. This session addresses the scientific basis, includes demonstrations with volunteers and includes valuable insights that can be immediately applied. It is a tool that enhances connection in jury selection, team building, sales, hiring, interviewing and personal and professional relationships. At the end of the session you will never look at anyone the same, but you can know more about them than you realized was possible.
Mr. Mac Fulfer, Attorney and Author
​10-10:20 a.m. ​Break (Lost Pines Foyer)
​10:20-11:10 $$$ What’s Going on in the Economy? In Search of a One-Handed Economist
How has the national economy performed since the Great Recession of 2008-09, and where is it headed? What are the Federal Reserve’s goals, and are they being met? What drives economic growth? And what can be done to boost growth?
Mr. Thomas F. Siems, Assistant Vice President and Senior Economist, Federal Reserve Bank of Dallas
​11:10 a.m.-noon “2 Guys” and a Common Sense Approach to the Bail Bond Posting Fee
This session will cover a common sense approach to the bail bond posting fee. Get questions answered and other regulatory issues will be addressed.
Mr. Louie Perez, Owner of Concho Bail Bonds and 24/7 Louie Perez Bail Bonds
Mr. Roger Moore, Attorney at Law
​Noon Closing Remarks & Adjourn
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