47th Annual County Treasurers' Continuing Education Seminar

April 15 - 18, 2019

Sheraton Austin Hotel at the Capitol
701 East 11th St.
Austin, TX 78701

For more information contact Deanna Auert or Nino Miranda​ at (800) 456-5974.

The seminar will present the most recent and relevant information you need to enhance your knowledge and help you perform your duties as treasurer.

Don’t miss this great opportunity to get together with fellow treasurers from across the state.

The Mini-Conference on Human Resources (HR) was such a hit last year that the County Treasurers Association of Texas (CTAT) will again offer this additional training on April 15 from 1-5 p.m. for an additional $50 fee.

The HR sessions will include a more in-depth discussion on employment land mines, trends in human resources, requirements under federal laws, harassment and other human resource issues facing county government today. The class must have a minimum of 50 attendees and will max out at 75 people.

Please note REVISED agenda times for April 15*

9-10 a.m. Legislative Committee Meeting
10-10:30 a.m. Fundraising Committee Meeting
10:30-11 a.m. Education Committee Meeting
11 a.m.-1 p.m. CTAT Board Meeting
1-5 p.m. Mini-Conference on Human Resource Fundamentals
*Lunch is not provided.

Who Should Attend

The 47th Annual County Treasurers’ Continuing Education Seminar is open to all county treasurers and assistant county treasurers.

Registration Fees

  Early Fee After March 15
County Officials and Employees $180 $205
Non-County Government Officials $195 $220
Non-Government $220 $245
Mini-Conference on HR Fundamentals (additional fee) $50 $50


Checks payable to Texas Association of Counties
Mailed to:
Texas Association of Counties
C/O CTAT/Education Dept.
PO Box 2711
San Antonio, TX 78299

Silent Auction

Everyone is invited to participate in the silent auction on April 16 from 5:30-7:30 p.m. All proceeds benefit the scholarship fund of the County Treasurers’ Association of Texas.

Sponsors and Vendors

See this information on sponsorships or contact Deanna AuertSee information on vendor registration or contact Sarah Lazarowitz.

Special Services
The conference is ADA accessible. Please contact Nino Miranda at (800) 456-5974 if you need assistance.

Sheraton Austin Hotel at the Capitol
701 East 11th St.
Austin, TX 78701
(512) 478-1111

The Sheraton Austin Hotel at the Capitol is the host hotel. To cancel your hotel reservation at the host hotel, contact Deanna Auert​. Receiving your hotel cancellations will help move fellow attendees off of the waitlist. We kindly request you do not post your reservation on the listserv as this hinders the waitlist management.

Call (888) 627-8349 for hotel reservations. Ask for the “47th Annual County Treasurers’ Continuing Education Seminar” room block to receive the conference rate. Or reserve your room online.

The conference rate is $145 single/double, per night, plus tax. Hotel reservations must be secured by March 15. After March 15, all rooms are subject to availability and a price increase.

Any reservation not cancelled 72 hours prior to arrival will be subject to one night room and tax cancellation fee.


Discounted Self-Parking: $15
Valet Parking: $38

Check-in: 3 p.m.
Check-out: Noon

Surrounding Hotels

DoubleTree by Hilton Hotel Austin-University Area
1617 N Interstate Hwy 35
Austin, TX 78702
(512) 479-4000

Holiday Inn Express & Suites Austin Downtown-University
805 Neches St
Austin, TX 78701
(512) 474-8600

Reception & Silent Auction

Everyone is invited to participate in the silent auction April 16 from 5:30-7:30 p.m. Drop off silent auction items at 5 p.m. Last bidding is at 7 p.m. All proceeds benefit the CTAT scholarship fund.

CTAT Treasurer of the Year Nominees & Scholarship Recipient Announcement & Luncheon

April 17.

Monday, April 15
8 a.m.-5 p.m. Registration (Capitol Ballroom Foyer)
9-10 a.m. Legislative Committee Meeting (Creekside)
Chair: Hon. Mitzi Baker, 1st Vice President, County Treasurers' Association of Texas, Midland County Treasurer
10-10:30 a.m. Fundraising Committee Meeting (Creekside)
Chair: Hon. Tracy Soldan, President-Elect, County Treasurers' Association of Texas, Kerr County Treasurer
10:30-11 a.m. Education Committee Meeting (Creekside)
Chair: Hon. Melinda "Lyndy" Krause, Lee County Treasurer
Co-Chair: Hon. Jennifer Henderson, Treasurer, County Treasurers' Association of Texas, Schleicher County Treasurer
11 a.m.-1 p.m. CTAT Board Meeting (Creekside)
Chair: Hon. Jan Hartl, President, County Treasurers' Association of Texas, Wilson County Treasurer
1-5 p.m. Mini-Conference on Human Resources Fundamentals (Capitol Ballroom)

FLSA and Calculating Pay
The Fair Labor Standards Act (FLSA) establishes certain requirements for paying employees from minimum wage to overtime calculations. This training will concentrate on key aspects of properly following the FLSA. The class can be tailored to include the special rules for overtime payment and how to properly calculate the regular rate.

Learning objectives:
  • Understand the basics of the FLSA
  • Recognize when overtime is due; how it's computed
  • Know what the regular rate includes and excludes
  • Learn how the FLSA is enforced what protections are available
Ms. Diana Cecil, Senior Human Resources Consultant, Texas Association of Counties

Human Resource Trends
Supervisors have many management challenges in county government. This training session will include an overview of several management issues that frequently challenge Treasurers and other officials. It will provide information on job descriptions, interviewing, discrimination issues and other challenges you may encounter.

Learning objectives:
  • Understand the importance of job descriptions
  • Learn proper interviewing questions
  • Know the importance of recordkeeping
Ms. Michele Arseneau, Human Resources Consultant, Texas Association of Counties

Unemployment and Documentation
Unemployment is usually the first place a separated employee goes after termination. This session will discuss how — through careful discipline and detailed documentation— a supervisor can prevail in all unemployment claims initiated due to misconduct. Documentation is key in successfully protesting a claim. This class will examine some best practices in preparing documentation with the goal of using it to win an unemployment claim, should one arise. Supervisors will learn key information about the Texas unemployment system that will help, if and when, employee problems arise. Proper documentation for winning unemployment claims will be reviewed.

Learning objectives:
  • Have knowledge of the unemployment process
  • Learn key information about the Texas unemployment system
  • Understand the importance of proper documentation
Ms. Michele Arseneau, Human Resources Consultant, Texas Association of Counties

Note: Pre-registration is required for the mini-conference, plus an additional registration fee.
Tuesday, April 16
7 a.m.-5 p.m. Registration & Information Desk (Capitol Ballroom Foyer)
7-8 a.m. Coffee and Continental Breakfast with Exhibitors (Capitol View Terrace)
Capitol Ballroom
8-8:10 a.m. Welcome

Call to Order and Announcements

Presiding: Hon. Jan Hartl, President, County Treasurers' Association of Texas, Wilson County Treasurer

Pledge to the American Flag

Pledge to the Texas Flag
"Honor the Texas flag;
I pledge allegiance to thee,
Texas, one state under God,
One and indivisble."

Introduction of Officers
8:10-9:50 a.m. Cyber Fraud — A Daily Threat
Protecting your entity's assets is a 24 hour a day/7 days a week task. During this session you will hear about real life cases of Cyber Fraud and steps you can take to help prevent it from coming. You will have the opportunity to discuss your experience in dealing with Cyber Fraud.
Mr. Tim Kreitzer, Senior Vice President/Regional Manager-Texas, Wells Fargo Bank, N.A.
9:50-10:10 a.m. Break with Exhibitors (Capitol View Terrace)
10:10-11 a.m. $$$ Managing Investment Portfolios with Confidence
How can we be sure we’re maximizing the income earned on our investments while keeping our funds safe and meeting our liquidity needs? This session will explore the foundations of confident portfolio management, such as implementing practical investment policies, developing clearly defined investment strategies and building effective relationships with service providers.
Mr. Samuel Vaughan, Vice President, Financial Northeastern Companies
11-11:50 a.m. Open Records Request: What to Do When You Receive One
Learn which records maintained by the county treasurer are subject to the Public Information Act, including financial records and payroll personnel records. This presentation will address best practices to follow when your office receives an open records request and how to communicate this information with the requestor and other county officials and staff.
Mr. Paul Miles, Associate General Counsel, Texas Association of Counties
11:50 a.m.-1:20 p.m. Lunch (on your own)
1:20-2:10 p.m. Tax Abatement
Mr. Robert Bass, Partner, Allison, Bass & Magee, LLP
2:10-3 p.m. Getting to Know the County Government System — County Judge
Get a good look at the office of County Judge and how it affects the Treasurer’s functions. Learn how all must work together to get the job done.
Hon. Charles Bradley, Schleicher County Judge
3:3:30 p.m. Break with Exhibitors (Capitol View Terrace)

County Purchasing
(Capitol Ballroom D)
This session will cover the purchasing basics for smaller counties. The statutes and laws pertaining to purchasing and how purchasing can be made easy (cooperatives, interlocals, and more). What is needed for bids, proposals and purchase orders will also be discussed. As well as county purchasing cards.
Mr. Dustin Klein, Procurement Supervisor, Tom Green County

Unclaimed Property Reporting for County Offices (Capitol Ballroom E)
This presentation will include information about reporting unclaimed property to the Texas Comptroller as it relates to county treasurers and other county offices. We will also discuss the requirements for maintaining a county unclaimed property list.
Ms. Ashley Bullock, Holder Reporting and Education, Unclaimed Property Division, Texas Comptroller of Public Accounts
4:20-4:25 p.m. Transition Break

TCDRS is Doing Retirement Right
(Capitol Ballroom D)
Your TCDRS retirement plan is different from most other retirement plans. Learn how your TCDRS plan is structured, how benefits are designed to provide a lifetime of payouts and how this type of plan compares to other retirement plans.
Ms. Leslie Barron, Employer Services Management Analyst, Texas County & District Retirement System
Ms. Kim Kizer, Director of Employer Services, Texas County & District Retirement System

Records Management Basics (Capitol Ballroom E)
Learn how to identify government records and how to read a retention schedule to find out how long to keep the records. Also learn some practical tips such as how to manage common records such as email.
Ms. Bonnie Zuber, Government Information Analyst, Texas State Library and Archives Commission
5:30-7:30 p.m. Welcome Reception • Silent Auction (Creekside)
Here's a great opportunity to relax and network with fellow attendees over beverages and hors d'oeuvres.
Drop off silent auction item after 5 p.m. Last bidding at 7 p.m.
Wednesday, April 17
7:30 a.m.-4:40 p.m. Registration & Information Desk (Capitol Ballroom Foyer)
7:30-8 a.m. Coffee and Continental Breakfast with Exhibitors (Capitol View Terrace)
Capitol Ballroom
8-8:30 a.m. Legislative Update
Hear a timely update on issues from the current session of the Legislature and how possible outcomes could affect your office.
Mr. Jason McElvaney, McElvaney Public Affairs
Ms. Aurora Flores, Legislative Manager Texas Association of Counties
8:30-9:20 a.m. Controlling Costs and Improving Outcomes: TAC Health Pool Pharmacy Program Changes
The TAC Health Pool needed to do something to keep health care costs affordable for member counties and their officials and employees.  Learn why the pool changed pharmacy benefit providers, the challenges such a change presented, and the immediate benefits of the change.
Mr. Quincy Quinlan, Director, Health and Benefits Services Department, Texas Association of Counties
9:20-9:40 a.m. Break with Exhibitors (Capitol View Terrace)
9:40-10:30 a.m. $$$ Presentation on Bond Basics
This presentation in intended to provide an overview of the debt issuance process, what types of decisions will need to be considered and how to best navigate the process.
Mr. Ben Rosenberg, Managing Director-Public Finance, U.S. Capital Advisors LLC
10:30 a.m.-12:35 p.m. Improving Business and Dining Etiquette Skills
It’s the little things that always make the difference. Do you wonder which fork to use, or which bread and butter plate is yours during an important business meal? When the invitation for a special event states "cocktail attire," are you puzzled by what to wear? Or when you oversee an upcoming event, are you unsure how to address the invitations or how to introduce your boss to a higher ranking person? Or worse, "none of these little things" really concern you? This session will address these issues and more. Learn to feel comfortable in any business or dining situation and you’ll be able to handle all of those "little items" to make the best decisions and impressions.
Ms. Colleen Rickenbacher, President, Colleen Rickenbacher, Inc.
12:35-1:30 p.m. CTAT Treasurer-of-the-Year Nominees • Scholarship Recipient Announcements • Luncheon (Capitol Ballroom)
Texas’ Outstanding County Treasurer Award Committee Chair: Hon. Cindy Yeatts Brown, Denton County Treasurer
CTAT Scholarship Chair: Hon. Dolores Ortega Carter, Travis County Treasurer
1:30-1:45 p.m. Transition Break
1:45-3 p.m. Fine-tuning Your Investment Policy
What are the key ingredients to assure control with flexibility in a policy? Find out what you can do to make sure your entity’s investment policy most accurately reflects the instruments and strategies that you intend to use. Attendees will review sample investment policies and discuss requirements under the Public Funds Investment Act.
Mr. Tony Sekaly, Managing Director, Public Trust Advisors, Program Administrator for Texas CLASS
Hon. Melinda "Lyndy" Krause, Lee County Treasurer
Hon. Rhonda Burkhart, Hill County Treasurer
Hon. Renee Couch, Comal County Treasurer
3-3:30 p.m. Break with Exhibitors (Capitol View Terrace)
3:30-4:45 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
Populations fewer than 10,200 without an Auditor.
Moderator: Hon. Jennifer Henderson, Schleicher County Treasurer

Roundtable A-2
Populations fewer than 10,200 with an Auditor.
Moderators: Hon. Terrie Neuville, Marion County Treasurer
Hon. Patricia Vieth, Archer County

Roundtable B
Populations of 10,201 to 19,999.
Moderators: Hon. Melinda “Lyndy” Krause, Lee County Treasurer
Hon. Stephanie Smith, Burleson County Treasurer

Roundtable C
Populations of 20,000 to 39,999.
Moderator: Hon. Donna Early, Cass County Treasurer

Roundtable D
Populations of 40,000 to 99,999.
Moderator: Hon. Tracy Soldan, Kerr County Treasurer

Roundtable E
Populations of 100,000 or greater.
Moderators: Hon. Gayla Hawkins, Grayson County Treasurer
Hon. Kelli White, Smith County Treasurer
Thursday, April 18
7:30-11 a.m. Registration & Information Desk (Capitol Ballroom Foyer)
7:30-8 a.m. Coffee and Continental Breakfast (Capitol Ballroom Foyer)
Capitol Ballroom
8-8:50 a.m. FMLA Administration and ADAAA Accomodations
As FMLA Administrator, you have many responsibilities — to be the local expert on the Family and Medical Leave Act and when and how to complete the proper FMLA paperwork. You also need to recognize when an employee may need a reasonable accommodation under the Americans with Disabilities Act as Amended. This session will help you to properly administer the FMLA, complete FMLA paperwork, and recognize the need for accommodations with confidence.

Learning objectives:
  • Understand employer coverage and individual eligibility requirements
  • Be able to explain leave entitlements to employees
  • Understand the required paperwork and how to complete it
  • Understand when employees may need a reasonable accommodation
Ms. Diana Cecil, Senior Human Resources Consultant, Texas Association of Counties
8:50-9:40 a.m. $$$ RFP (Request for Proposal) Best Practices and Speaking the Same Language
In this session we will review multiple depository RFP best practices, so that counties will be able to prepare a detailed RFP.  We will also review latest treasury management products and services so that they will be able to determine what products are best fit for their respective counties.
Mrs. Patty Fougerat, Vice President-Central Banking, Government Banking, Wells Fargo Bank
Ms. Kim Maxey, Senior Vice President-Treasury Management Sales Consultant, Wells Fargo Bank
9:40-10 a.m. Break (Capitol Ballroom Foyer)
10-10:50 a.m. $$$ Texas Economic Update
At the end of 2018 economic conditions in Texas began to slow as oil prices declined and there was increased uncertainty about the global economy and trade restrictions.  While the forecast has improved since January, it still suggests weaker job growth this year than in 2018. The three primary factors facing the Texas economy in 2019 remain historically tight labor markets, lower oil prices and continued uncertainty about trade restrictions.  Overall Texas will likely have a good year in 2019 – just not quite as strong as last year.
Speaker: Mr. Keith Phillips, Assistant Vice President and Senior Economist, Federal Reserve Bank of Dallas, San Antonio Branch
10:50-11:40 a.m. Budget Process
The budget process in a county is a continuous cycle of developing, planning and monitoring. This session will provide a detailed overview of the process a county may follow to create a successful budget.
Mr. Garry Merritt, Legal & Legislative Services Director & General Counsel, Texas Association of Counties
11:40 a.m. Closing Remarks • Adjourn

*Agenda subject to change

The LBJ School of Public Affairs, University of Texas at Austin is the education co-sponsor of the 47th Annual County Treasurers’ Continuing Education Seminar.

Continuing Education Type Hours
Treasurers and Staff 20 hours
Treasurers and Staff 4 additional hours: Mini-Conference on Human Resources Fundamentals attendees
County Investment Academy 5 hours
Public Funds Investment Act (PFIA) 5 hours
All cancellation and refund requests must be received in writing (fax or email acceptable). Refunds requested before April 5are subject to a $50 processing fee. Refunds after April 5will be subject to an administrative fee equal to one-half of the registration fee. No refund requests will be honored after April 12. Please email Nino Miranda or fax (512) 477-1324 to cancel your conference registration.
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