| Monday, April 19 |
| 8 a.m.-5 p.m. |
Registration (Veramendi Ballroom Foyer) |
| 8-9 a.m. |
Legislative Committee Meeting (Veramendi A-D)
Chair: Hon. Gayla Hawkins, 1st Vice President County Treasurers' Association of Texas and Grayson County Treasurer |
| 9-9:30 a.m. |
Fundraising Committee Meeting (Veramendi A-D)
Chair: Hon. Jennifer Henderson, President-Elect County Treasurers' Association of Texas and Schleicher County Treasurer |
| 9:30-10 a.m. |
Education Committee Meeting (Veramendi A-D)
Chair: Hon. Katherine Hudson, Wise County Treasurer Co-Chair: Hon. Tracy Soldan, Treasurer, Kerr County Treasurer |
| 10 a.m.-noon |
CTAT Board Meeting (Veramendi A-D)
Chair: Hon. Mitzi Baker, President County Treasurers' Association of Texas and Midland County Treasurer |
| 1 p.m.-5:00 p.m. |
Leadership Mini-Conference: Closing the Gaps Between What Sounds Good & What Gets Done (Spring Lake Ballroom)
Most leaders struggle to close the gaps between the types of employee behavior they desire and the types they get. Here are three possible explanations for those gaps:
- Employees understand what they’re expected to do, but they’re unable to do it.
- Employees understand what they’re expected to do, but they’re unwilling to do it.
- Employees don’t understand what they’re expected to do.
Contrary to what many leaders believe, the most common explanation for not getting more of the behavior they expect is because their employees do not understand what they’re expected to do.
The Problem:
Too many leaders believe that the words and phrases contained in their mission statements, core values and other such documents adequately describe the things they expect employees to do. Those words and phrases have two things in common:
- They all sound good.
- They have little or no impact on employee behavior or organizational performance.
According to Jim Bearden, closing the gaps between what sounds good (mission statements, core values or core beliefs) and what gets done (employee behavior) is a key leadership role.
In this powerful workshop, Bearden will:
- Expose a myth that limits individual and organizational success.
- Shed light on the powerful, but often overlooked, mental dimension of leadership.
- Describe specific steps leaders can take to get more of the behavior they expect.
Mr. Jim Bearden, Bearden Resource Group
***Preregistration, plus an additional fee, is required for the mini conference. |
| Tuesday, April 20 |
| 7 a.m.-5 p.m. |
Registration and Information Desk (Veramendi Ballroom Foyer) |
| 7-8 a.m. |
Morning Coffee With Exhibitors (Veramendi A-D) |
| Veramendi E-J Ballroom |
| 8-8:10 a.m. |
Welcome
Call to Order and Announcements
Presiding: Hon. Mitzi Baker, President, County Treasurers’ Association of Texas, and Midland 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 indivisible."
Introduction of Officers |
| 8:10-9:50 a.m. |
ONE
Everyone makes a difference. How you see your contribution may make the difference in another life. Being motivated to live each moment with joy and purpose isn’t easy, but it becomes easier when you realize: Every day we are given one more day to do one more thing to change one more life. Living and working to make a difference makes our days fuller and our lives matter.
Ms. Trish Wilson, Trish Wilson LLC |
| 9:50-10:10 a.m. |
Break With Exhibitors (Veramendi A-D) |
| 10:10-11 a.m. |
Legislative Update
Hear a timely update on issues at the 87th session of the Legislature and how possible outcomes could affect your office.
Mr. Jason McElvaney, McElvaney Public Affairs
Ms. Aurora Flores, Legislative Consultant, Texas Association of Counties (TAC) |
| 11-11:50 a.m. |
$$$ Local Government Investment Pools: What Are They and
How Can They Best Be Utilized
This session will point out how using all investment sources is to the advantage of a county.
Ms. Karen Proctor, Regional Director, Texas CLASS |
| 11:50 a.m.-1:20 p.m. |
Lunch (on your own) |
| 1:20-2:10 p.m. |
$$$ Banking Trends in the Age of COVID
Banking services are an important cornerstone of cash management for local governments. In recent years, banks have heavily invested in technology to promote digital processes. This session will discuss the advantages and disadvantages of new technologies, as well as recent trends in the banking industry – including the impact of the COVID-19 pandemic – that have resulted in municipalities rethinking the way they collect, disburse, and, manage cash.
When you complete this session you should be able to: List two new services that can be alternatives to existing processes and procedures, recognize how banks charge for services, understand compensating balance arrangements, and discuss the impact of current events on banking relationships for municipalities.
Mr. David Walters, CFA, CTP, Director, PFM Asset Management LLC |
| 2:10-3 p.m. |
Human Resource Compliance Trends for 2021
This year 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 key issues for the year, including DOT, posters, LGBTQ, DOL and COVID-19 compliance. We will review some best practices that will help you sail smoothly through 2021.
Ms. Lorie Floyd, Human Resources Consultant, Texas Association of Counties (TAC) |
| 3-3:20 p.m. |
Break With Exhibitors (Veramendi A-D) |
| 3:20-4:10 p.m. |
Human Resource Compliance Trends for 2021 (continued)
This year 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 key issues for the year, including DOT, posters, LGBTQ, DOL and COVID-19 compliance. We will review some best practices that will help you sail smoothly through 2021.
Ms. Lorie Floyd, Human Resources Consultant, Texas Association of Counties (TAC) |
| 4:10-5 p.m. |
The Cyber Security and Privacy Risks to the County Treasurer's office!
In today’s digital world, do you know some of the cyber security and privacy risks your office and related third-party vendors might face? The task of managing cyber and privacy risk is everyone’s job. This session will provide an overview of some common risks, threats and how to manage and mitigate them with some cyber security and privacy best practices.
Mr. David Sandoval, Cyber Security Consultant, Texas Association of Counties (TAC) |
| Wednesday, April 21 |
| 7:30 a.m.-4:50 p.m. |
Registration and Information Desk (Veramendi Ballroom Foyer) |
| 8 a.m.-1 p.m. |
Silent Auction
Everyone is invited to participate in the silent auction. Drop off silent auction items outside the general session prior to the 8 a.m. sessions. Throughout the
morning, visit the silent auction items and place your bids. Last bidding will be announced during the luncheon. All proceeds benefit the CTAT scholarship fund. |
| 8-9:40 a.m. |
Developing Dynamic Communication Dexterity
In this dynamic session, you'll explore how to cultivate credibility to improve your communication with key stakeholders. You'll also delve into understanding motivation to better balance task accomplishment with harmonious relationships. Come prepared to develop — and exercise — your communication dexterity!
Ms. Christina Moore, Lecturer, Texas State University |
| 9:40-10 a.m. |
Break With Exhibitors (Veramendi A-D) |
| 10-10:50 a.m. |
$$$ The 3 Essential R’s: Rates, Relationships and RFPs
This session will encompass an overview of the RFP (request for proposal) process while tying in the current and past rate environment. We will also cover the importance of good relationships between the bank and the county. Within each topic, we will discuss the rate-driven products and the options, bank products and essentials of the RFP process, as well as overall relationship management.
Mr. Noah Elrod, Vice President, TM Senior Public Funds Specialist, Independent Financial |
| 10:50-11:40 a.m. |
Electronic Records Retention
This session will help you understand steps to take to legally use electronic records as official records. You will also gain insight on how to effectively manage electronic records retention.
Ms. Joslyn Ceasar, Texas State Library and Archives Commission
Ms. Anne Poulos, Texas State Library and Archives Commission |
| 11:40 a.m.-1 p.m. |
CTAT Treasurer of the Year Nominees & Scholarship Recipient Announcements & Luncheon
Veramendi E-J Ballroom
Texas' Outstanding County Treasurer Award Committee Chair:
Hon. Dianna Spieker, Tom Green County Treasurer
CTAT Scholarship Chair: Hon. Tracy Soldan, Kerr County Treasurer |
| 1-1:50 p.m. |
$$$ Review of Your Investment Policy and Procedures
This session will provide as a reminder, along with factors to consider, relative to the County's Investment Policy and the Public Funds Investment Act (PFIA). The session will also consider procedures for designated investment officers and treasury staff of the county.
Mr. Ken Couch, National Director, Client Advisory Services, Texas Fixed Income Trust ("TX FIT") |
| 1:50-2:50 p.m. |
Tech Tips & Tricks
Frustrated by spreadsheets? Feeling overwhelmed with email? Learn some of the top tips and tricks for Microsoft Excel and Microsoft Outlook to help you become more efficient, organized and productive. Software now has more features than ever, and most people have less time than ever to learn. In less than an hour, we'll cover some favorite tricks and expert tips to help in your day-to-day work. No matter what version of Microsoft Office you use or your proficiency with software, all are welcome!
Ms. Isabel Garcia, Double Click Trainers |
| 2:50-3:10 p.m. |
Break With Exhibitors (Veramendi A-D) |
| 3:10-4 p.m. |
Your Chair Doesn’t Restrain You: Health at Your Desk
Attendees will learn why physical activity and fitness is important and how we can incorporate simple exercises and stretches throughout the workday to improve our overall health.
Ms. Ashley Cureton, Wellness Consultant, Texas Association of Counties |
| 4-4:50 p.m. |
Unclaimed Physical Property
This presentation will include information about unclaimed physical property as it relates to lost and
found and the treasurer’s role. We will also discuss confiscated property whether from entering the
courthouse or the jail.
Hon. Dianna Spieker, Tom Green County Treasurer
Capt. Todd A. Allen, Jail Administrator, Tom Green County Jail |
| Thursday, April 22 |
| 7:30-11 a.m. |
Registration Desk and Information Desk (Veramendi Ballroom Foyer) |
| 7:30-8 a.m. |
Morning Coffee (Veramendi Ballroom Foyer) |
| Veramendi E-J Ballroom |
| 8-8:50 a.m. |
Demographics in Texas and the 2020 Census
This presentation will provide an overview of Texas demographic characteristics and trends for counties and regions of the state. The importance of a complete census count will be reviewed along with strategies that local governments can employ to encourage participation.
Dr. Lloyd Potter, State Demographer, Texas Demographic Center |
| 8:50-9:40 a.m. |
COVID-19 and Workers' Compensation: A Year in Review
2020 presented so many obstacles due to the pandemic that we not so affectionately know as COVID-19. First responders and many other county employees on the front line were exposed to this communicable disease. Come to this session to learn about the handling of COVID-19 claims under the Workers' Compensation Act, about county reporting responsibilities involving this disease and about other considerations as the light at the end of the tunnel begins to appear.
Ms. Stacy Corluccio, Claims Manager, Texas Association of Counties |
| 9:40-10 a.m. |
Break (Veramendi Ballroom Foyer) |
| 10-10:50 a.m. |
Getting to Know the County Government System — Sheriff
Get a good look at the office of county sheriff and how it affects the treasurer’s functions. Learn how all must work together to get the job done.
Hon. Ray Scifres, Hockley County Sheriff |
| 10:50-11:40 a.m. |
$$$ Public Funds Investing: The Final Challenge
Come prepared to use your knowledge of Public FundsInvesting AND your cat-like reflexes as we seek to crown a Public Funds Investment Quiz Champion for 2021. Multiple choice questions are designed to test your knowledge of investment risks, controls, and compliance with the PFIA…but you’ll have to be faster than your colleagues to finish in the top three and win a prize.
Mr. Sam Vaughan, President, Basis Investment Services |
| 11:40 a.m. |
Closing Remarks & Adjournment |