Tuesday, Feb. 21 |
8 a.m.-noon |
Texas Association of County Auditors Board Meeting
Room: Tom E. Coleman Room (at Courtyard Dallas Midlothian)
Breakfast: 8-9 a.m. |
6-8 p.m. |
Welcome Reception and Bingo at Courtyard Dallas Midlothian
Please join us for dinner and bingo at the Courtyard Dallas Midlothian hotel |
Wednesday, Feb. 22 |
Location: The Midlothian Conference Center, Chaparral Room |
7-8 a.m. |
Breakfast at The Midlothian Conference Center |
8-8:15 a.m. |
Welcome
Hon. Cheryl Chambers, Ellis County Treasurer |
8:15-9:55 a.m. |
Tax Rate to Budget
Ms. Ellen Friar, Ward County Auditor
Presenter will discuss the topic of tax rate to budget.
Objectives:
- Determine the difference between estimated tax values and certified tax values.
- Discuss budget planning steps.
- Distinguish which tax notice is appropriate.
|
9:55-10:15 a.m. |
Refreshment Break |
10:15-11:05 a.m. |
How to Write an Audit Program Using Commissary as the Example
Ms. Janet Martin, Ellis County Auditor
This session will demonstrate how to write an audit program using commissary as the example. Attendees will get an in-depth look at the process including deciding who to audit, assessing risk, writing the audit program and performing the audit.
|
11:05-11:55 a.m. |
American Rescue Plan Act (ARPA)
Mr. Ted R. Harrington, Attorney, Carrington, Coleman, Sloman & Blumenthal, L.L.P.
Through the American Rescue Plan, the U.S. Treasury distributed billions of dollars to governmental units, both large and small. Some of these funds will be retained by the recipient local governments, while the rest will be given to a collection of individuals, small businesses, and non-profits to aid in the nation's ongoing recovery from Covid-19.
Objectives:
- Discuss eligibility restrictions
- Discuss reporting and compliance.
|
11:55 a.m.-1 p.m. |
Lunch on your own
Explore nearby food options here |
1-1:50 p.m. |
Purchasing
Ms. Karen Hershey, Grants Coordinator, Texas Division of Emergency Management
Join us in this interactive, discussion-based overview of documentation, purchasing and 2CFR200.
|
1:50-2:40 p.m. |
Working to Live or Living to Work? How to Manage Workplace Stress
Ms. Biral Patel, Wellness Consultant, Texas Association of Counties
Between long hours, project deadlines and office drama, employees can feel overwhelmed and exhausted. Chronic workplace stress can strain mental and physical health, decrease productivity, and increase absenteeism and turnover. Although workplace demands can seem unending, it is possible for employees to avoid burnout so they can achieve success in their professional and personal lives.
In this session, attendees will learn how to:
- Identify, reduce and respond to stressors.
- Manage their time effectively.
- Maintain a work/life balance.
- Reduce and manage workplace conflicts.
|
2:40-3 p.m. |
Refreshment Break |
3-4:40 p.m. |
Public Funds Investing: Crash Course
Mr. Samuel Vaughan, Associate Financial Advisor, Ameriprise Financial Services, LLC
Using the Public Funds Investment Act as a lens, this session will explore ways in which your investment policies, strategies, and tactics can be arrayed to achieve a market rate of return without sacrificing the safety of your principal or your liquidity needs.
|
4:40-5:30 p.m. |
Let's Kahoot! Roundtable Discussions
Panel
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.
|
6:30-8:30 p.m. |
Dinner and Drinks at Battle Axes
Battle Axes (5 miles from hotel)
1704 W. FM 875 Building A, Suite 100
Midlothian, TX 76065
After a day of talking about taxes, we hope you are ready to relax and throw some axes! Attendees will compete with each other to see who the best axe thrower is. Enjoy dinner and drinks with the Ellis County Auditor team. If axe throwing isn’t your thing, then play a round of cornhole or giant Jenga. Dinner and drinks will be served.
|
Thursday, Feb. 23 |
Location: The Midlothian Conference Center, Chaparral Room |
7-8 a.m. |
Breakfast at The Midlothian Conference Center |
8-8:50 a.m. |
Let's Keep our Elected Officials Out of Trouble
Hon. Ann Montgomery, District/County Attorney, Ellis County
Presenter will share the top ways to help your elected officials not get in trouble, including the Open Meetings Act, Public Information Act, and practical tips.
|
8:50-9:40 a.m. |
GASB With Focus on How to Implement GASB 87,96, 84
Mr. Clayton Rogers, Audit Supervisor, Patillo Brown & Hill, LLP
Mr. Kent Willis, CPA, Audit Manager, Patillo Brown & Hill, LLP
This presentation will focus less on theory and more on the realities of implementing GASB Statements 84, 87, and 96. Using real-world examples, we'll walk through the journal entries and disclosures needed for GASB 87/96, while discussing important differences between these two standards.
|
9:40-10 a.m. |
Refreshment Break |
10-10:50 a.m. |
Difficult People and De-escalation
Mr. Heath Crossland, Lead Consultant, 4citellc
This class is a discussion into understanding difficult people and de-escalating personal encounters. It is also a frank conversation about self-defense both mentally and physically.
|
10:50-11:40 a.m. |
Stop the Bleed
Mr. Brian Davis, Senior Emergency Management Specialist, Ellis County Emergency Management
Stop the Bleed is a grassroots national awareness campaign and call-to-action. Stop the Bleed encourages bystanders to become trained, equipped, and empowered to help in a bleeding emergency before professional help arrives.
Objectives:
- Identify: Recognize life-threatening bleeding.
- React: Understand what to do to keep yourself safe, to keep others safe and to ensure quick emergency personnel response.
- Stop the bleed: Take steps to stop the bleeding through pressure, packing and tourniquets.
|
11:40-11:50 a.m. |
Closing Remarks |