73rd Annual County Treasurers' Association of Texas Conference

Enjoy a great relaxing evening with your fellow treasurers at Kerrville Hill Winery. Sitting at the highest point in Kerr County, overlooking the beautiful Texas Hill Country, Kerrville Hills Winery (KHW) was the first winery established in Kerrville. Tours of the winery will be available, along with dinner and entertainment. Transportation also provided and requires preregistration.

Lucky you! You’ve been invited to the Dunn Speakeasy for the wedding of the year! In this “married to the mob” event, you’ll never know whom to trust. With the two families merging, someone is bound to lose power, meaning someone else will lose their life! Get on the trolley and solve this case with your fellow detectives.

Dress like the cat’s meow for this mafia wedding! Flapper dresses, zoot suits, feather boas and headbands, pinstriped suits and fedoras are all appropriate. Traditional wedding attire is nifty too! Prepare yourselves for a night of mystery. Join your fellow treasurers for dinner and entertainment honoring CTAT’s immediate past president, Hon. Tracy Soldan and current president Hon. Mitzi Baker. Transportation also provided and requires preregistration.

Proceeds from the silent auction benefit the CTAT college scholarship fund, so please bring lots of cool and unique items. Our treasurers (and even some of our vendors) love to get into bidding wars, and it’s for a great cause!

Wear your cocktail attire and enjoy enjoy an awesome celebration of CTAT rich with tradition, followed by great entertainment.

Offsite Event – Kerrville Hills Winery
Enjoy a great relaxing evening with your fellow treasurers at Kerrville Hill Winery. Sitting at the highest point in Kerr County, overlooking the beautiful Texas Hill Country, Kerrville Hills Winery (KHW) was the first winery established in Kerrville. Tours of the winery will be available, along with dinner and entertainment. Transportation also provided and requires preregistration.

Buses will depart from the front of the Bevy Hotel at 5:30 p.m.
Buses will return to the Bevy Hotel at 9 p.m.

Welcome, Call to Order and Announcements

Presentation of Colors and Invocation
Kendall County Sheriff's Office and Boerne Fire Dept. Honor Guard

Meet Your Inner Leader: How a Good Leadership Model Informs Your Entire Life
There are persistent myths about leadership that keep us from being the leaders we naturally are. (And that instant “no, not me!” reaction is one of them!) Let’s kick the myths to the curb and see what it means to meet, recognize, and welcome our inner leader.

Ms. Grace Judson, Trainer, Speaker, Coach, Consultant

$$$ Investing In Today’s Market Within Allowable PFIA Instruments
This session will review and examine how the current market conditions and the yield curve impact allowable PFIA instruments, such as treasuries, agencies, cds and local government investment pools.

Mr. Ken Couch, National Director, Client Advisory Services, Texas Fixed Income Trust (TX FIT)
Mr. Benjamin Streed, CFA, Director, Fixed Income, Portfolio Management, Texas Fixed Income Trust (TX FIT)

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

Payroll and the IRS
Making sure we have a good understanding of the IRS rules with respect to payroll is important to avoid fines, added fees and penalties. During this session we will highlight any changes the IRS has made in the last few years. We will also learn about proper classifications of employees. We will discuss the importance of self-auditing payroll processes and policies. We will review fringe benefit issues and changes that have been made recently. We will also go over properly paying election workers and give best practice tips for K9 officers.

Ms. Michele Arseneau, Senior Human Resources Consultant, Texas Association of Counties

$$$ What’s Up with the Banks?
Besides the historically low rates, there are several current forces affecting the banks positively and negatively and which ripple through to your available services and your funds’ safety. Understanding them helps to structure your relationship to your advantage and assure it is an equal business relationship. This session looks at the forces in play and what you can do because if them.

Ms. Linda Patterson, President, Patterson & Associates

What in the World Does the District Court Judge Do and Why Does It Matter to Me?
This presentation will discuss the duties of a District Court Judge and how the office effects the treasurer’s office. We will also walk through the life of a District Court case (felony). Additionally, I will compare how the duties of the treasurer’s office directly affect the District Court.

Hon. Kirsten Cohoon, Kendall County District Judge

Offsite Event - Death of a Gangster, a 1920s Mafia Marriage Murder Mystery
Lucky you! You’ve been invited to the Dunn Speakeasy for the wedding of the year! In this “married to the mob” event, you’ll never know whom to trust. With the two families merging, someone is bound to lose power, meaning someone else will lose their life! Get on the trolley and solve this case with your fellow detectives.

Dress like the cat’s meow for this mafia wedding! Flapper dresses, zoot suits, feather boas and headbands, pinstriped suits and fedoras are all appropriate. Traditional wedding attire is nifty too! Prepare yourselves for a night of mystery. Join your fellow treasurers for dinner and entertainment honoring CTAT’s immediate past president, Hon. Tracy Soldan and current president, Hon. Mitzi Baker. Transportation also provided and requires reregistration.

Buses will depart from the front of the Bevy Hotel at 5:30 p.m.
Buses will return to the Bevy Hotel at 9 and 9:30 p.m.

Advanced Presentation Skills
From Presentations to Public Speeches, your effectiveness as Treasurer and your career both hinge on your ability to command attention and transform every talk into credible and compelling presentations. Take control of the room with ease by using your own style and energy to turn your speeches into rewarding experiences.

Ms. Reesa Woolf, PhD, TED Talk Trainer

FEMA Public Assistance and Hazard Mitigation Funding
FEMA Public Assistance and Hazard Mitigation Funding is a brief overview of the policies and procedures for FEMA funding. General requirements and current funding opportunities will be discussed.

Ms. Daniella Scott, Unit Chief, Texas Division of Emergency Management

$$$ Public Funds Investment Act – Practical Applications
Using the Public Funds Investment Act as a lens, this session will explore ways in which your investment policies, strategies and tactics might be updated for the current interest rate environment and well-positioned for future changes in interest rates.

Mr. Sam Vaughan, Financial Advisor, Ameriprise Financial Services, LLC

TCDRS: Doing Retirement Right
Learn about the three key features that make TCDRS unique among public pension plans. We’ll show you how one of those features - flexibility and local control - is helping two employers keep their plan rates affordable and stable. Plus, you’ll get an overview of how the plan works to provide county employees a secure retirement benefit.

Ms. Amy Campbell, Manager of Employer Services, Texas County & District Retirement System

$$$ Treasury Management Fraud Update and Economic Update: Just So Stories (a lesson from Kipling)
The first part of the presentation, will review some common misconceptions about fraud and the increase in fraud with the pandemic. After that, we will discuss the economy using the technique that Kipling used with his children. That is, explaining something complex in simple terms.

Ms. Leslie Lucas, VP, Treasury Management Relationship Manager, Regions Bank
Mr. S. Alan McKnight, Jr., CFA, EVP, Chief Investment Officer, Regions Bank

OMGosh! Why Do I Have To Report UP Right?
This presentation will discuss why it is important to report property correctly and the tools needed to report correctly.

Verna Dallmann Bright, Supervisor, UP Holder Education and Reporting Section, Unclaimed Property Division

Mental Health in Our Communities
The discussion will be about mental health based from the perspective of a law enforcement officer. It will also include attempts to find community solutions to serve those members of our communities more effectively.

Hon. Al Auxier, Kendall County Sheriff

$$$ Payment Fraud - Emerging Threats in Time of Crisis
Payment fraud has become more prevalent in the time of COVID crisis and beyond.  Treasures will have an understanding of  how to keep payments data safe, including the importance of defending against fraud. We will share scenarios that are ripe for payment fraud and what is at stake.

Beatriz Saldivar, MBA, MM & CTP, Global Payment & Treasury Advisor, Kyriba

Cybersecurity & Fraud Prevention
In 2020, three out of four companies reported that they were targets of attempted or actual fraud1 Cybercrimes, particularly ransomware and business email compromise, continue to impact organizations globally, resulting in the loss of business operations or potentially devastating financial losses.

Our cybersecurity and fraud expert will share insights on the evolving threat landscape and best practices for your organizations to consider adding to your existing internal protocols to help protect your employees and clients. A question-and-answer session will be available at the end of the session.

Mr. Greg Barry, Vice President, Information Security Manager, JPMorgan Chase & Co.

Common-sense Approach to the Bail Bond/Cash Bond Posting Fee
This session will cover a common-sense approach to the bail bond and cash bond posting fee. Get questions answered and address other regulatory issues, as well as changes that took place during the 87th legislative session.

Mr. Roger Moore, Attorney at Law
Hon. Cindy Yeatts Brown, Denton County Treasurer