48th Annual County Treasurers' Continuing Education Seminar

April 20 - 23, 2020

Embassy Suites by Hilton San Marcos Hotel, Conference Center & Spa
1001 E. McCarty Ln.
San Marcos, 78666

As a precaution to limit the spread of COVID-19, 48th Annual County Treasurers' Continuing Education Seminar, scheduled for April 20-23 at the Embassy Suites Hotel in San Marcos, has been postponed and will be rescheduled for a future date.

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

The conference will present the most recent and relevant information you need to enhance your knowledge base and help you perform your duties as treasurer.

NEW this year! Leadership mini-conference: Closing the Gaps Between What Sounds Good & What Gets Done. The County Treasurers' Association of Texas (CTAT) will offer this additional training on April 20 from 1-5 p.m. for an additional $75 fee.

Most leaders struggle to close the gaps between the types of employee behavior they desire and the types of behavior they get. 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. In this powerful mini-conference, Jim Bearden will:

  • Expose a myth that limits individual and organizational success;
  • Shed light on the powerful, but often overlooked, mental dimension of leadership; and
  • Describe specific steps leaders can take to get more of the behavior they expect.

Participants will leave with a better understanding of specific LEADERSHIP behavior for Closing the Gaps Between What Sounds Good & What Gets Done.

 Please see REVISED agenda times for Monday, April 20:
8-9 a.m. Legislative Committee Meeting
9-9:30 a.m. Fundraising Committee Meeting
9:30-10 a.m. Education Committee Meeting
10 a.m.-noon CTAT Board Meeting
1-5 p.m. Leadership Mini-Conference: Closing the Gaps Between What Sounds Good & What Gets Done**
*Lunch is not provided.

Who Should Attend

The 48th Annual County Treasurers' Continuing Education Seminar is open to all county treasurers and assistant county treasurers.

Registration Fees Early Fee After March 27
County Officials and Employees $180 $205
Non-County Government Officials $195 $220
Non-Government $220 $245
Leadership Mini-Conference (additional fee) $75 $75

Payment

Checks payable to Texas Association of Counties
Mailed to:
Texas Association of Counties
C/O CTAT/Education Dept.
PO Box 2711
San Antonio, TX 78299

Silent Auction

Everyone is invited to participate in the silent auction on April 21 from 5:30-7:30 p.m. All proceeds benefit the scholarship fund of the County Treasurers' Association of Texas.

Special Services

The conference is ADA accessible. Please contact Nino Miranda at (800) 456-5974 if you need assistance.

Embassy Suites San Marcos Hotel
1001 E. McCarty Ln.
San Marcos, TX 78666
(512) 392-6450

The Embassy Suites San Marcos Hotel is the host hotel. Call (512) 392-6450 for hotel reservations. Ask for the "48th Annual County Treasurers' Continuing Education Seminar" room block to receive the conference rate. Or reserve your room online.

The conference rate is $96 single/double, per night, plus tax. Hotel reservations must be secured by March 27. After March 27, all rooms are subject to availability and a price increase.

Any reservation not cancelled 72 hours prior to arrival will be subject to one night room and tax cancellation fee.

Parking

Self-Parking: Free

Check-in: 4 p.m.
Check-out: Noon

Reception & Silent Auction

Everyone is invited to participate in the silent auction April 21 from 5:30-7:30 p.m. Drop off silent auction items at 5 p.m. Last bidding is at 7 p.m. All proceeds benefit the CTAT scholarship fund.

CTAT Treasurer of the Year Nominees & Scholarship Recipient Announcement & Luncheon
April 22.

Monday, April 20
8 a.m.-5 p.m. Registration
8-9 a.m. Legislative Committee Meeting (San Marcos River Room)
Chair: Hon. Donna Early, First Vice President
County Treasurers' Association of Texas and Cass, County Treasurer
9-9:30 a.m. Fundraising Committee Meeting (San Marcos River Room)
Chair: Hon. Mitzi Baker, President-Elect
County Treasurers' Association of Texas and Midland County Treasurer
9:30-10 a.m. Education Committee Meeting (San Marcos River Room)
Chair: Hon. Jennifer Henderson, Second Vice President
County Treasurers' Association of Texas and Schleicher County Treasurer
Co-Chair: Hon. Katherine Hudson, Treasurer, Wise County Treasurer
10 a.m.-noon CTAT Board Meeting (San Marcos River Room)
Chair: Hon. Tracy Soldan, President
County Treasurers' Association of Texas and Kerr County Treasurer
1-5 p.m. Leadership Mini-Conference - Closing the Gaps Between What Sounds Good & What Gets Done (Veramendi G&H)
Most leaders struggle to close the gaps between the types of employee behavior they desire and the types of behavior they get. 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 expect 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 Jim 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
Pre-registration is required for the mini-conference, plus an additional fee.
Tuesday, April 21
7 a.m.-5 p.m. Registration and Information Desk (Veramendi Ballroom Foyer)
7-8 a.m. Morning Coffee with Exhibitors (Veramendi A&B)
Veramendi E&F Ballroom
8-8:10 a.m. Welcome

Call to Order and Announcements

Presiding: Hon. Tracy Soldan, President

Pledge to the American Flag

Pledge to the Texa 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 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&B)
10:10-11 a.m. Legislative Update
Hear a timely issues on the upcoming 87th Legislature and how possible outcomes could affect your office.
Mr. Jason McElvaney, McElvaney Public Affairs
Ms. Aurora Flores, Legislative Manager, Texas Association of Counties
11-11:50 a.m. $$$ Investment Accounting
During this session we will review the basics of accounting for investments permitted under the Public Funds Investment Act. We will touch on the process of actively investing county funds and how to properly document and record investments made.
Ms. Emily Upshaw, Associate, Valley View Consulting, LLC
11:50 a.m.-1:20 p.m. Lunch (on your own)
1:20-2:10 p.m. $$$ Investment Options
Sit in on this discussion about investment options.
Mr. Sam Vaughan, Vice President, Financial Northeastern Companies
2:10-3 p.m. $$$ The Fed Looks Ahead
This session will provide an overview of U.S. and regional economies, including the Dallas Fed's forecast; explain the Federal Reserve's concerns and challenges in making future decisions; and share information on factors driving economic growth and jobs.
Mr. Blake Hastings, Senior Vice President, Federal Reserve Bank of Dallas, San Antonio Branch
3-3:20 p.m. Break with Exhibitors (Veramendi A&B)
3:20-4:10 p.m. Demographics in Texas and the 2020 Census
This presentation with provide an overview of Texas demographic characteristics and trends in relation to counties and regions of the State. The importance of a complete census count will be reviewed along with strategies local government can employ to encourage participation.
Dr. Lloyd Potter, State Demographer, Texas Demographic Center
4:10-5 p.m. $$$ 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. Robert Elder, Communications & Investor Education Coordinator, Texas State Securities Board
5:30-7:30 p.m. Welcome Reception & Silent Auction (Spring Lake Ballroom)
Drop off silent auction item after 5 p.m. Last bidding at 7 p.m.
Wednesday, April 22
7:30 a.m.-5 p.m. Registration and Information Desk (Veramendi Ballroom Foyer)
7:30-8 a.m. Morning Coffee with Exhibitors (Veramendi A&B)
8-8:50 a.m. Breakout Sessions

Unclaimed Property
(Veramendi E)
This presentation will include information on what to do with physical unclaimed property. We will also discuss any questions on reporting unclaimed property to the Texas Comptroller and the requirements for maintaining a county unclaimed property list.
Hon. Dianna Spieker, Tom Green County Treasurer

Preparing for the next audit: Strategies that will make a huge difference in the outcome (Veramendi F)
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 material deficiencies which result from findings discovered by the independent auditor.
Mr. Neil Conway, CPA, Managing Partner, Conway CPAs LLC
8:55-9:45 a.m. Breakout Sessions

Best Practices for Counties without an  Auditor (Veramendi E)
This session will cover additional duties and recommended practices for County Treasurers in a county without a County Auditor.  Major points will focus on reviewing and paying claims for disbursement, responsibilities for auditing the accounts of other County officers, and finally recommended practices in preparing for the annual independent audit.
Mr. Nathan Cradduck, Tom Green County Auditor

County Hotel Occupancy Tax 101 (Veramendi F)
This session will explore legal and effective uses of county hotel occupancy tax (HOT) revenues. State law prescribes certain eligible uses for these funds, and county officials have the opportunity to leverage the dollars in ways that produce great economic impact for their communities. THLA's attorney Brian Sullivan will guide the audience through the laws and best practices of administering county HOT funds.
Mr. Brian Sullivan, Deputy General Counsel, Texas Hotel & Lodging Association
9:45-10:05 a.m. Break with Exhibitors (Veramendi A&B)
10:05-10:55 a.m. Breakout Sessions

Human Resource Trends and Compliance (Veramendi E)
This interactive session will cover Human Resource compliance issues that every county should understand.   We will discuss some key issues such as FMLA, FLSA and other HR issues relevant to all counties.  We will review some best practices to reduce risk and remain compliant for 2020.
Ms. Diana Cecil, Senior Human Resources Consultant, Texas Association of Counties

Overview of Senate Bill 2 (Veramendi F)
This session will provide an overview of Senate Bill 2, including the newly adopted terminology and important timelines of which counties need to be aware.
Mr. Nathan Cradduck, Tom Green County Auditor
11-11:50 a.m. Breakout Sessions

Human Resource Trends and Compliance cont.’d (Veramendi E)
This interactive session will cover Human Resource compliance issues that every county should understand. We will discuss some key issues such as FMLA, FLSA and other HR issues relevant to all counties. We will review some best practices to reduce risk and remain compliant for 2020.
Ms. Diana Cecil, Senior Human Resources Consultant, Texas Association of Counties

Property Values and Calculations for SB2 (Veramendi F)
This session will review the components that will be used to calculate a county’s tax rate.
Hon. Larry Gaddes, Williamson County Tax Assessor-Collector
11:50 a.m.-1:05 p.m. CTAT Treasurer of the Year Nominees & Scholarship Recipient Announcements & Luncheon (Spring Lake Ballroom)
Texas' Outstanding County Treasurer Award Committee Chair: Hon. Cindy Yeatts Brown, Denton County Treasurer

CTAT Scholarship Chair: Hon. Dolores Ortega Carter, Travis County Treasurer
1:05-1:55 p.m. Breakout Sessions

$$$ RFP (Request for Proposal) Best Practices and Speaking the Same Language (Veramendi E)
In this session we will review multiple depository RFP best practices, so that counties will be able to prepare a detailed RFP. We will also review the latest treasury management products and services so that you will be able to determine what products are best fit for their respective counties.
Mrs. Patty Fougerat, Vice President-Central Banking, Government Banking, Wells Fargo Bank
Ms. Kim Maxey, Senior Vice President-Treasury Management Sales Consultant, Wells Fargo Bank

Tech Tips & Tricks (Veramendi F)
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 Office or your proficiency with software, all are welcome!
Ms. Isabel Garcia, Double Click Trainers
2-2:50 p.m. Breakout Sessions

Anatomy of Cyberattacks (Veramendi E)
As more companies and government agencies are becoming cyber dependent, the incidence of malware attacks and their sophistication are growing exponentially. This presentation will showcase live demonstrations of multiple malware threat vectors and provide sobering examples of the ease at which attackers can compromise your data.     
SA Duncan W. Edward, Computer Intrusion Investigations, Federal Bureau of Investigation

Tech Tips & Tricks REPEAT (Veramendi F)
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 Office 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&B)
3:10-4 p.m. Breakout Sessions              

Your Chair Doesn't Restrain You: Health at Your Desk (Veramendi E)
Attendees will learn why physical activity and fitness is important and how we can incorporate simple exercises and stretches throughout the workday to improve their overall health.
Ms. Ashley Cureton, Wellness Consultant, Texas Association of Counties
Mr. Jeremy Yarrington, Director of Account Management, Airrosti Rehab Centers, LLC

Duties of Treasurers in Counties with Bail Bond Boards (Veramendi F)
This will be a short overview of a county treasurer's duties as a member of the county's bail bond board and other duties related to bail bonds in the county.
Mr. Roger Moore, Attorney at Law
4:05-4:55 p.m. Breakout Sessions  

Workers' Compensation Claims: The Long Journey (Veramendi E)
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 some helpful tools to take home with you.
Ms. Stacy L. Corluccio, Claims Manager, Risk Management Services, Texas Association of Counties

State Court Costs & Fees - Implementation of HB2048 & SB346 (Veramendi F)
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
Thursday, April 23
7:30-11:40 a.m. Registration Desk and Information Desk (Veramendi Ballroom Foyer)
7:30-8 a.m. Morning Coffee (Veramendi Ballroom Foyer)
Veramendi E&F Ballroom
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 (Veramendi Ballroom Foyer)
10-10:50 a.m. The 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 Lucio
10:50-11:40 a.m. The Inside Game: Working Under the Dome
When legislators are faced with issues that may affect local government, they want to hear from local elected and appointed officials. This session will feature experts from the Texas Legislature discussing the numerous ways you, as a county official, can help in legislative process.
Rep. Andrew Murr, House District 53
11:40 a.m. Closing Remarks & Adjourn

*Agenda subject to change

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

Continuing Education Types Hours
Treasurers and Staff 20 hours
Treasurers and Staff 4 additional hours: Mini-Conference on Leadership Attendees
County Investment Academy 5 hours
Public Funds Investment Act (PFIA) 5 hours

Join us in Austin this April as 250+ Texas county officials and staff gather. This is a prime opportunity to display your goods and services to decision-makers in county government.

Sponsors and Exhibitors

Please complete a sponsorship form or contact Hon. Cindy Yeatts Brown for sponsorship and exhibitor opportunities.​​ Sponsorships over $1500 include a complimentary exhibit booth.

Booth Specifications

A standard space will be a 6’ table with two chairs and will be assigned on a first come first served basis. Exhibit space can NOT be selected until we receive both a signed sponsor form and full payment.

Schedule of Events

Monday, April 20
3:30 p.m. Exhibitor Setup
Tuesday, April 21
7 a.m.-3:20 p.m. Exhibit Hall Hours (closed during lunch)
Wednesday, April 22
7:30 a.m.-3:30 p.m. Exhibit Hall Hours (closed during lunch)
3:30 p.m. Exhibit Hall teardown
All cancellation and refund requests must be received in writing (fax or email acceptable). Refunds requested before April 10 are subject to a $50 processing fee. Refunds after April 10 will be subject to an administrative fee equal to one-half of the registration fee. No refund requests will be honored after April 17. Please email Nino Miranda or fax (512) 477-1324 to cancel your conference registration.
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