Texas Association of County Auditors January On-the-Road Area Training

January 11 - 13, 2022

Hyatt Regency Lost Pines Resort
575 Hyatt Lost Pines Rd.
Cedar Creek, TX 78612

For more information, contact Lisa Smith, Bastrop County Auditor, at (512) 332-7222.

The Bastrop County auditor’s office is proud to host the Texas Association of County Auditors’ January On-the-Road Area Training in Lost Pines!  This two-day conference is a convenient way to earn continuing education credits during education sessions, as well as an opportunity to network with your peers.

Registration is scheduled to open Friday, Dec. 10.

Check back often for conference updates. 

Registration Fees

Registration includes all education sessions and evening events.

Registration Fees Registration by Dec. 25
County Auditor $125
County auditor assistants /staff $125
Guest Tickets Cost
Guest Ticket (includes access to Tuesday Welcome Reception, breakfasts on Wednesday and Thursday, lunch on Wednesday, and dinner on Wednesday $125

Continuing Education

The conference offers continuing education credits for county auditors. Please check back for updates on the exact number of hours offered. No prerequisites are required for this class.

Payment Information

Please make checks payable to Texas Association of Counties.

Mail checks to:

Texas Association of County Auditors
c/o Texas Association of Counties
P.O. Box 2711
San Antonio, TX 78299

Special Services

 To ensure that our event is ADA accessible to all, please contact Sam Burke or Luz Hinojosa at (800) 456-5974 if you need assistance.

Hyatt Regency Lost Pines Resort
575 Hyatt Lost Pines Rd.
Cedar Creek, TX 78612
(512) 308-1234

Single/Double Rate: $140 a night plus taxes, additional $37 resort fee (per night)

For reservations, visit the hotel website link or call (512) 308-1234. Ask for the "Texas Association of County Auditors" room block.

The deadline to reserve rooms at the special rate is Dec. 27, unless the block fills before then. We encourage you to make reservations early. Group rates are available for the nights of Jan. 11–12.

Parking Rates
The current valet parking charge for hotel guests is $38 overnight and $18 for day/event parking. Self-parking for hotel guests is $18 per day.

Tuesday, Jan. 11
9 a.m.-12 p.m. TACA Board of Directors Meeting
6-8 p.m. Welcome Reception
Wednesday, Jan. 12
11:30 a.m.-1 p.m. Lunch at Lost Pine
6-8:30 p.m. Dinner at Lost Pines
Enjoy dinner with fellow attendees at the beautiful Lost Pines Resort.

*Agenda is subject to change.

Tuesday, Jan. 11
9 a.m.-12 p.m. TACA Board of Directors Meeting
6-8 p.m. Welcome Reception
Wednesday, Jan. 12
7:15-8 a.m. Breakfast
8 a.m.-4:40 p.m. Registration and Information Desk open
8-8:15 a.m. Opening Remarks/Welcome and Inspiration
8:15-9:05 a.m.

Help, Where Do I Find It?
Mr. Leo Caldera, Bexar County Auditor

Being a county auditor or assistant auditor is not easy. In this session, you’ll learn that help is available and where to find it!


  • Identify resources to assist you in your job
  • Understand legal terminology related to the County Auditor/County government
  • Learn about the laws affecting the County Auditor/County government
9:05-9:55 a.m.

Insurance 101 for Counties
Ms. Lisa McCaig, Risk Management Consultant, Texas Association of Counties

There are many types of situations or costs that can greatly impact your budget. One area that often gets missed, until a disaster strikes, is your liability insurance. What is risk? What is insurance? How do Counties manage risk?

  • Learn what risk is
  • Understand how Counties can manage risk
  • Review the different types of liability coverages
9:55-10:15 a.m. Refreshment break
10:15-11:30 a.m.

Let’s Kahoot! Roundtable Discussions

Wow! Let’s play the game Kahoot. Download this app for a chance to win a prize!

Have fun while learning! We’ll cover a lot of topics and our panelist will chime in with their wisdom for an exciting time.

  • Examination multiple areas related to the County Auditor
    • Statutes, AG Opinions, Case Law
    • GASB Statements
    • IRS issues

And lots more!

11:30 a.m.-1 p.m. Lunch at Lost Pines Pecan Court
1-2:15 p.m.

Ethics, Professionalism and Character - Still No Right Way to do a Wrong Thing
Mr. J. Mark Warren, Training Consultant, Texas Association of Counties

As a culture changes, some things that were once a value become less valued. Consequently, those things don’t seem as important as they once did and are taught less and less. However, they are still important, because they represent the most fundamental obligations of the job - exceptional customer service delivered in a safe, secure and completely professional manner.

In fact, the values addressed in this presentation used to be taught or conveyed by the elders on the job but aren’t so much anymore. Ethics, professionalism, character and good interpersonal communication skills are four key values that tend to slip away from the consciousness of younger generations. Thus, a periodic refresher is good business. "Professionalism" is dedicated to helping rediscover the profound sense of duty and obligation by anyone who has earned the title of "professional": competent, trained and ethical.

These issues, once contemporary, are so old that they’re new again and need to be re-introduced, and that makes them more valuable to learn again, or for the first time.

By the end of the workshop, participants should be able to:

  • Recall the definition of the word "ethics" and its Greek origin.
  • List the Four S’s of Professionalism and cite a personal example.
  • Define the origin of "The Second Mile", and its influence on "professional".
  • Differentiate between doing this right and doing the right thing.
  • Recognize and provide examples of at least 4 of the six "pillars of character".
2:15-3:05 p.m.

Fixed Assets
Mr. Jarred Welch, Capital Asset Auditor, Montgomery County

We've all got'em! How do you account for your capital assets?

  • Identify the authoritative guidance used
  • Review prerequisites for a capital asset system
  • Understand how to manage capital asset financial records
  • Review end of year activities
3:05-3:20 p.m. Refreshment break
3:20-4:10 p.m.

Policies and Unemployment to Reduce Costs
Ms. Lorie Floyd, Human Resources Consultant, Texas Association of Counties

Why are our unemployment claims so high?! How did this happen? How can we reduce our costs?

  • Understand the unemployment claims process
  • Calculate the costs of unemployment claims to your county
  • Understand disqualifications, documentation, necessary forms and other steps to reduce costs
4:10-5 p.m.

Automating Audits of the Tax Office
Mr. David Jungerman, CIA, Travis County Auditor's Office
Dr. John Gomez, Travis County Auditor's Office
Dr. John Montalbo, Travis County Auditor's Office

Presentation focuses on auditing motor vehicle transactions, with an emphasis on fraud reviews. Also discussed: vehicle inventory taxes, homestead exemptions on rental properties, and property tax refunds. Attendees will learn about automating reviews for these areas and on continuous auditing processes.

  • Learn the benefits of automating audits
  • Review the process and the logic to set up an automated process
  • Walk through how Travis County has set up their automated process
6-8:30 p.m. Dinner at Lost Pines
Thursday, Jan. 13
7:30-8 a.m. Breakfast
8-8:50 a.m.

HR As A Business Partner
Ms. Ashley Piper, Payroll Coordinator, Bastrop County

Human Resources is a big job and covers large and diverse areas of responsibility. How can HR be a partner?

  • Review HR’s employee and business relationship
  • Understand how HR as a partner works best for county government
  • Maintain good working relations with HR as a business partner
8:50-9:40 a.m.

Process of Municipal Bond Debt Issuance
Mr. Dennis Waley, Managing Director, PFM Financial Advisors LLC
Ms. Arcelia Detert, Senior Managing Consultant, PFM Financial Advisors LLC

  • Learn current topics in Texas public finance
  • Review market trends
  • Understand regulatory landscape for municipal advisors
  • Review types of bond sales
  • Understand the players in a bond sale
9:40-10 a.m. Refreshment break
10-10:50 a.m.

When to Call the FBI and How Can They Help You
Agent David Hall, Supervisory Special Agent, Federal Bureau of Investigation

Have you ever been in a situation that 'just doesn’t feel right'? You don't see obvious fraud, but you've got a gut feeling.

  • Learn when to call the FBI for help
  • Understand what the FBI can, and can't do, for you
  • Walk through case examples where the FBI has been involved
10:50-11:40 p.m.

Technology: Protect Your County from Phishing, Don't Click on That Link!
Ms. Erin Shirley, Information Security Analyst, Texas Association of Counties

Technology is terrifying! Don't run screaming out the door yet. There are tips and tricks to keeps the bad guys out of your county.

  • Understand what phishing is
  • Review what makes counties a target
  • Learn how to protect your county from phishing traps
11:40-11:50 a.m. Closing Remarks

*Agenda subject to change

Upon approval, the number of continuing education hours will be posted. Please check back often for updates. No prerequisites are required for this class.

Continuing Education Type Hours
County auditors 12 hours

Conference Cancellation

Conference fees are fully transferable to other participants, upon request. All conference registration refund requests must be received in writing before Jan. 3 to receive a full refund. Please email Sam Burke at samb@county.org or fax notice of your cancellation to (512) 477-1324.

Hotel Cancellation

If you must cancel a room reservation, please cancel directly with the hotel.

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