72nd Annual County Treasurers' Association of Texas Conference

September 21 - 24, 2020

Virtual Event

The wellbeing and safety of CTAT's members is the first priority. In responding to calls for slowing the spread of COVID-19, CTAT has transformed the 72nd Annual County Treasurers' Association of Texas Conference, scheduled for Sept. 21-24 in Waco, into a virtual event.

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

Who Should Attend

The CTAT Annual Conference is open to all county treasurers and assistant county treasurers.

Registration Fees

The CTAT is currently setting up the logistics. Please stay tuned, as there will be more details to come.

Registration Fees Early Fees After Aug. 20
County officials and employees $150 $175
Spouse/Guests (per person) $100 $100

Payment

Make checks payable to Texas Association of Counties
Mail to:
Texas Association of Counties
c/o CTAT/Education Dept.
PO Box 2711
San Antonio, TX 78299

All rooms reservations made in the group block at the Hilton Waco, Residence Inn and Hotel Indigo have been cancelled. If you had a reservation outside of the group blocks, please call the hotel directly to cancel.

Monday, Sept. 21
11:30 a.m.-noon Networking Sessions

NOTE: Click on left navigation menu labeled "Networking". The
networking sessions will randomly match attendees up for a 1:1
video chat, lasting for a duration of 5 minutes. Once the timer hits
0:00, attendees will be re-matched with a new partner. This pattern
will repeat for the duration of this session, allowing attendees to
interact with a number of new people.

1-1:30 p.m.

Welcome and Installation of Officers

Hon. Tracy Soldan, President, County Treasurers' Association of Texas and Kerr County Treasurer

Tuesday, Sept. 22
11:35 a.m.-noon Networking Sessions

NOTE: Click on left navigation menu labeled "Networking". The
networking sessions will randomly match attendees up for a 1:1
video chat, lasting for a duration of 5 minutes. Once the timer hits
0:00, attendees will be re-matched with a new partner. This pattern
will repeat for the duration of this session, allowing attendees to
interact with a number of new people.

Wednesday, Sept. 23
11:35 a.m.-noon Networking Sessions

NOTE: Click on left navigation menu labeled "Networking". The networking sessions will randomly match attendees up for a 1:1 video chat, lasting for a duration of 5 minutes. Once the timer hits 0:00, attendees will be re-matched with a new partner. This pattern will repeat for the duration of this session, allowing attendees to interact with a number of new people.

12:45-1 p.m. TOCTA Award

Every year each region submits a nominee to the Texas Outstanding County Treasurer Award (TOCTA) Committee, and two to five candidates are selected as finalists. CTAT wishes to congratulate our four finalists and will announce the 2020 Texas Outstanding County Treasurer Award.
Hon. Dianna Spieker, Tom Green County Treasurer and Chair, TOCTA Committee

*Agenda is subject to change

Monday, Sept. 21
11 a.m.-1 p.m.

Dedicated Time with Exhibitors

11:30 a.m.-noon

Networking Session​

NOTE: Click on left navigation menu labeled "Networking". The networking sessions will randomly match attendees up for a 1:1 video chat, lasting for a duration of 5 minutes. Once the timer hits 0:00, attendees will be re-matched with a new partner. This pattern will repeat for the duration of this session, allowing attendees to interact with a number of new people.

1-1:30 p.m.

Welcome and Installation of Officers

Hon. Tracy Soldan, President, County Treasurers' Association of Texas and Kerr County Treasurer

1:30-2:20 p.m.

Cybersecurity: Special Issues for Counties

In May 2019, Jackson County was targeted by hackers, and the Jackson County IT system was affected by ransomware. This session will discuss the events following the attack and how the county recovered from the first declared cybersecurity disaster in Texas. It will also cover the importance of cybersecurity and actions all counties can take to better protect themselves from an attack.
Hon. Jill Sklar, Jackson County Judge

2:20-2:25 p.m. Break
2:25-3:15 p.m.

Preparing for the next audit: Strategies that will make a huge
difference in the outcome                                

Independent auditors have specific requirements on each audit that must be followed. The nature and extent of the audit depends on the environment and internal control system that they encounter. Specific planning strategies for the audit by government officials can yield benefits in reducing and sometimes eliminating significant deficiencies and the more serious aterial deficiencies which result from findings discovered by the independent auditor.
Mr. Neil Conway, CPA, Managing Partner, Conway CPAs LLC

3:15-3:35 p.m. p.m.

Visit the Exhibitors

3:35-4:25 p.m.

Legislative Process

The legislative process can be complex, this session will go over the basics of what the Legislature is and how it works.
Mr. Louie Sanchez, Chief of Staff for Senator Luci

4:25-4:30 p.m.

Break

4:30-5:20 p.m.

County Hotel Occupancy Tax 101

This session will explore the legal and effective uses of county hotel occupancy tax (HOT) revenues. State law prescribes certain eligible uses for these funds, county officials have the opportunity to leverage the dollars in ways that produce great economic impact for their communities. THLA’s General Counsel Justin Bragiel will guide the audience through the laws and best practices of administering county HOT funds.
Mr. Justin Bragiel, General Counsel, Texas Hotel & Lodging Association

Tuesday, Sept. 22
8-8:30 a.m.

Visit the Exhibitors

8:30-9:20a.m.

iQUIT®! Winning in Life by Quitting

'Quitters never win!' Winners never quit!' An old adage we have all
heard and maybe even said ourselves. What if I told you, to
REALLY WIN in life you must quit?
Quitting can include, releasing the things that are draining you, stealing your energy, or diminishing ambition. Take back your time. Take back your peace. Take back your purpose and calling in life.
Rachel B-Foy, CEO, Elevated Possibilities, LLC

9:20-9:25 a.m.

Legislative Update

Hear a timely update about county government's most pressing issues as we prepare for the 87th Legislative Session and how possible outcomes could affect your office.                           
Mr. Jason McElvaney, McElvaney Public Affairs
Ms. Aurora Flores, Legislative Consultant – Treasurers Association, Texas Association of Counties

10:15-10:45 a.m. Visit the Exhibitors
10:45-11:35 a.m.

$$$ Investment Accounting

During this session we will review the basics of accounting for investments permitted under the Public Funds Investment Act. We will touch on the process of actively investing county funds and how to properly document and record investments made.
Ms. Emily Upshaw, Associate, Valley View Consulting, LLC

11:35 a.m.-noon

Networking Sessions

NOTE: Click on left navigation menu labeled "Networking". The
networking sessions will randomly match attendees up for a 1:1
video chat, lasting for a duration of 5 minutes. Once the timer hits
0:00, attendees will be re-matched with a new partner. This pattern
will repeat for the duration of this session, allowing attendees to
interact with a number of new people.

Noon-1 p.m.

Lunch (on own)

1-1:50 p.m.

7 Investments for Better Health

Improving your health does not require you to lose who you are or what you love. Health and wellness behaviors that improve health are important to practice in the workplace and at home. During this session, attendees will learn about seven easy behaviors to improve health and set goals to implement in the next 30 days. 
Ms. Ashley Cureton, M.Ed., CHES, H.S.M.I., Wellness Consultant, Texas Association of Counties

1:50-1:55 p.m.

Break

1:55-2:45 p.m.

Property Values and Calculations for SB2                   

This session will review the components that will be used to calculate a county’s tax rate.
Hon. Randy Riggs, McLennan County Tax Assessor-Collector

2:45-3:15 p.m.

Visit the Exhibitors

3:15-4:05 p.m.

$$$ What Now?

Investment strategies for the current interest rate environment…and the future.
Mr. Sam Vaughan, Vice President, Financial Northeastern Companies

Wednesday, Sept. 23
8-8:30 a.m.

Visit the Exhibitors

9:20-9:25 a.m.

Break

9:25-10:15 a.m.

Human Resource Compliance Trends for 2020

The year 2020 has been filled with many new compliance requirements.  Stay informed and up to date with this interactive session that will cover Human Resource compliance issues that every County Treasurer should understand.  We will discuss some key issues for 2020 including DOT, Posters, LGBTQ, DOL and COVID-19 compliance.  We will review some best practices that will help you sail smoothly into 2021. 
Ms. Diana Cecil, SPHR, SHRM-SC, Human Resources Consultants Supervisor, Texas Association of Counties

10:15-10:45 a.m.

Visit the Exhibitors

10:45-11:35 a.m.

My employee was exposed to COVID-19. What now?

This session will explore some workplace scenarios related to COVID-19 issues that we are all experiencing in the workplace.  We will discuss what are the best practices navigating the pandemic.  We will go through some scenarios to help reinforce best practices.
Ms. Michele Arseneau, Senior Human Resources Consultant, Texas Association of Counties

11:35 a.m.-noon

Networking Sessions

NOTE: Click on left navigation menu labeled “Networking”. The networking sessions will randomly match attendees up for a 1:1 video chat, lasting for a duration of 5 minutes. Once the timer hits 0:00, attendees will be re-matched with a new partner. This pattern will repeat for the duration of this session, allowing attendees to interact with a number of new people.

Noon-12:45 p.m.

TOCTA Award

Every year each region submits a nominee to the Texas Outstanding County Treasurer Award (TOCTA) Committee, and two to five candidates are selected as finalists. CTAT wishes to congratulate our four finalists and will announce the 2020 Texas Outstanding County Treasurer Award.
Hon. Dianna Spieker, Tom Green County Treasurer and Chair, TOCTA Committee

1-1:50 p.m.

State Court Costs & Fees – Implementation of HB2048 & SB346

An overview of the reporting changes required in implementing legislation passed in the 86th Legislative Session.
Mr. Rod Dietz, Program Specialist, State Comptroller's Office

1:50-1:55 p.m.

Break

1:55-2:45 p.m.

$$$ Vetting Financial Professionals

Do you know what you need to know about a financial professional? The Texas State Securities Board will discuss how to request a free background report, how to decipher it and what information is not on the report.
Mr. Clint Edgar, Deputy Securities Commissioner, Texas State Securities
Board

2:45-3:15 p.m.

Visit the Exhibitors

3:15-4:05 p.m.

A Day in the Life of a Workers’ Compensation Claim

My county never has workers' compensation claims *knocks on
wood*. If the superstitious knock fails, you have to be ready! With
so much law in workers' compensation, ensuring compliance to
avoid administrative violations is a challenge in a county of any
size.  This session will provide a basic overview of the Texas
Workers' Compensation Act to include definitions, employer
responsibilities, types of benefits, medical treatment and cost
containment, as well as best practices and some helpful tools to
take home with you.
Ms. Stacy L. Corluccio, Claims Manager, Risk Management Services,
Texas Association of Counties

Thursday, Sept. 24
8-8:30 a.m.

Visit the Exhibitors

8:30-9:20 a.m.

The Changing World of Ethics

Too often ethics has been treated like a static policy book sitting on the shelf gathering dust that is only opened when something egregious happens.  But high performing organizations understand that creating a highly ethical organization not only requires a value system where the talk is walked but where all systems are aligned to reinforce and require accountability for that value system.  This dynamic session will challenge traditional thinking about ethics, and provide practical strategies for you to create a highly ethical organizational culture. 
Mr. Ron Holifield, CEO, SGR

9:20-9:25 a.m.

Break

9:25-10:15 a.m.

Continuity of Operations- A Panel Discussion

This session will explore the best practices for continuity of operations during a pandemic or emergency.
Hon. Rhonda Burkhart, Hill County Treasurer
Hon. Dianna Spieker, Tom Green County Treasurer
Hon. Cindy Yeatts Brown, Denton County Treasurer

Hon. Jennifer Henderson, Schleicher County Treasurer

10:15-10:45 a.m.

Visit the Exhibitors

10:45-11:35 a.m.

$$$ Municipal Market and Economic Update

This session will discuss current U.S. macroeconomic conditions and how they affect the taxable and tax-exempt fixed income markets.
Mr. Bruce Rideaux, Director, PFM

11:35-11:40 a.m.

Break

11:40 a.m.-12:30 p.m.

$$$ The Stock Market is Not the Economy

Mr. Ken Couch, Director Texas, Client Advisory Services, Water Walker Investments
Mr. David Jang, Partner, Client Advisory Services, Water Walker Investments

12:30-1:30 p.m.

CTAT Board Meeting

Chair: Hon. Mitzi Baker, President, County Treasurers’ Association of Texas and Midland County Treasurer

*Agenda is subject to change

Applications have been made for approval of continuing education credit hours for county treasurers, assistant county treasurers, Public Funds Investment Act compliance and County Investment Academy members.

Continuing Education Types Hours
Treasurers and Staff 20
County Investment Academy Pending
Public Funds Investment Act (PFIA) 5

All conference cancellation and refund requests must be received by fax or email. Refunds requested before Aug. 5 are subject to a $50 processing fee. No refund requests will be honored after Aug. 5. Please email Nino Miranda or fax (512) 477-1324 to cancel your conference registration.

The County Treasurers' Association of Texas (CTAT) prioritizes the safety and wellbeing of our members, sponsors and vendors. In responding to calls for slowing the spread of COVID-19, we have transformed the 72nd Annual County Treasurers’ Association of Texas Conference, scheduled for Sept. 21-24 in Waco, into a virtual event.

Join us for the first time in CTAT history as we explore a new way to promote your company's products and services to the decision-makers in county government. You’ll gain unprecedented access to county treasurers and staff as they look for products and solutions to meet their county's needs. Our virtual exhibit hall will provide you with a space to house your branding, video, power point slides and documents of your choosing that will be accessible to all of our conference attendees.

Increasing your company's visibility doesn't have to end there.

CTAT's unparalleled sponsorship program is designed to provide more exposure and maximum recognition to sponsors – before, during and after the conference .The program helps organizations raise their profile with Texas county treasurers and their staff.  The event is expected to draw hundreds of county treasurers and staff from across the state for professional development and networking.

Be a Sponsor

The virtual sponsorship package is $1,500.

Sponsorship benefits include:

  • Company name and logo in conference program.
  • Company name and logo displayed on event home page.
  • Recognition during opening session.
  • Full conference attendee list (full name and company name) one week prior to the conference.
  • Increased visibility and accessibility in the online exhibit hall, with all the exhibitor booth benefits.
  • •Access for up to 10 registrations (logins) to attend the virtual conference sessions and the ability to interact throughout the live event.
  • And much more!

Be a Vendor

Become an exhibitor this year from the comfort of your own home or office.

Registration for the virtual exhibit hall is $500.

Exhibitor registration includes:

  • Virtual 'booth space' in the online exhibit hall with custom logo upload and company description.
  • Company listing in the conference program.
  • Full conference attendee list (full name and company name) one week prior to the conference.
  • Access for 2 registrations (logins) to attend the virtual conference sessions and the ability to interact throughout the live event.
  • One-on-one chat abilities to create engagement with attendees.
  • Ability to upload video content as well as sales/product materials to share with those visiting your booth.
  • And much more!

For more information on sponsors and vendors, please contact Cindy Yeatts Brown, Denton County Treasurer.

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