​Event Presentations

Our goal is to equip county officials and employees with resources to help them effectively carry out their duties. Following each TAC education and training event, we are pleased to provide access to the presentation materials used (slides, handouts, etc.) for those who would like them and for those unable to attend.

2020

New Treasurers’ Seminar | Dec. 7-10

Tuesday, Dec. 8

Understanding the County Treasurers' Association of Texas
Hon. Mitzi Baker, President, CTAT, County Treasurers’ Association of Texas and Midland County Treasurer

Depository Contracts, Collateralization and Safekeeping Services
Hon. Mitzi Baker, President, CTAT, County Treasurers’ Association of Texas and Midland County Treasurer

Payroll Basics
Hon. Cindy Yeatts Brown, Denton County Treasurer

Wednesday, Dec. 9

Federal and State Employment Laws
Ms. Michele Arseneau, Senior Human Resources Consultant, Texas Association of Counties

Introduction to the Texas Association of Counties and Its Many Services
Mr. Alan Bristol, County Relations Officer, Texas Association of Counties

Texas Association of Counties Legislative Services
Ms. Aurora Flores, Legislative Consultant – Treasurers’ Association, Texas Association of Counties

TCDRS is Doing Retirement Right
Ms. Amy Campbell, Manager of Employer Services, Texas County & District Retirement System

Thursday, Dec. 10

Financial Requirements by Statute
Hon. Dianna Spieker, Tom Green County Treasurer

Preparing to Take Office Workshops | Dec. 8-17

Agenda
Handout

Introduction to the Texas Association of Counties (TAC)
Handout

You Can Go to Jail for That? Conflicts of Interest, Nepotism and Ethics
Handout

Trends in HR: Top 10 Management Challenges
Handout

Peer-to-Peer Networking: What Are All These Different Associations and How Do They Relate to Me?
Handout

Open Government 101: Public Information Act and Open Meetings Act
Handout

Working With the Legislature 
Handout

Texas Public Funds Investment Conference | Nov. 4-6

Wednesday, Nov. 4

Municipal Investment Strategy in the COVID-19 Crisis
Ms. Abigail Urtz, Senior Vice President – Municipal Credit Strategist, FHN Financial

Premium Bonds:  Why, When and How
Ms. Linda Patterson, President, Patterson & Associates

Presenting with Credibility and Composure
Ms. Christina Moore, Lecturer, Texas State University

Prevention of Ransomware
Mr. Patrick Shinkle, Director, Center for Public Management at the University of North Texas

Thursday, Nov. 5

Pools & Mutual Funds: Similarities & Differences
Mr. Nelson Bush, Managing Director, PFM Asset Management LLC

Forecasting Follies
Mr. Greg Warner, Senior Portfolio Manager, Director, Hilltop Securities Asset Management

Friday, Nov. 6

Economic Update
Dr. William Chittenden, CTP, 2020-2021 Presidential Fellow, Associate Dean for Graduate Programs, McCoy College of Business Administration, Texas State University

Investment Strategies for Today’s Environment
Mr. Zach Brewer, Senior Vice President, FHN Financial
Ms. Kathryn Perry, Senior Vice President, Raymond James
Mr. Greg Warner, Senior Portfolio Manager, Director, Hilltop Securities Asset Management

A New Framework for Monetary Policy and the Implications for Financial Markets
Mr. Craig Dismuke, Chief Economist, Vining Spark

Virtual 75th Annual County Auditors (TACA) Fall Conference | Oct. 20-22

Tuesday, Oct. 20

COVID-19/Disaster Finance
Ms. Theresa West, R.Ph., CEM, TEM, Regional Disaster Finance Coordinator, Texas Division of Emergency Management
1. West COVID 19 Disaster - All Files Combined

Post SB 346 — Cut to the Chase
Mr. David Slayton, Administrative Director, Office of Court Administration
1. Post SB 346- David Slayton - All files combined

Auditing for Dummies (One Step at a Time)
1. Auditing for Dummies - Randall Rice- Tuesday-2020
Mr. Randall Rice, CPA, Galveston County Auditor

Economic Update
Dr. William Chittenden, Associate Professor of Finance and Economics, Texas State University
1. Texas Association of County Auditors Fall Conference Presentation October 2020

Open Government-Open Records
Ms. Holly Lytle, Division - Unit Chief, El Paso County
1. 2020 AG Public Information Act Handbook

Legislative Panel-Preparing for the 87^th Legislature- No Handout
Ms. Kris Klein, Guadalupe County Auditor
Mr. Chuck Rice, Consultant, The Chuck Rice Group
Mr. Paul Sugg, Legislative Manager, Texas Association of Counties (TAC)

Wednesday, Oct. 21

How to Conduct an HR Audit
Ms. Lorie Floyd, Human Resources Consultant, TAC
1. How to Conduct and HR Audit- Lorie Floyd- 2020

Governmental Accounting Standards Board (GASB) Update
Mr. Alan Bowers, CPA, Carr, Riggs & Ingram, LLC
1. GASB-Update - TACA - Final Handouts

Business Meeting Reports
TACA Board Members
1. General Membership Meeting Agenda-Reports

Falsification of Government Documents
Mr. Edmundo Calderon, City of El Paso Auditor
1.  Falsification of a Government Document- Edmundo Calderon- 2020

Cybersecurity Case Study — The Phishing Attack
Mr. Edmundo Calderon, City of El Paso Auditor
1.Cyber Security and Fraud- Edmundo Calderon- 2020

Thursday, Oct. 22

Basics of Purchasing
Ms. Debra Carrejo-Trull, El Paso County Purchasing Agent
10-22-2020 TACA (HANDOUT) Basics of County Purchasing

District Judge’s Perspective of the County Auditor Role- No Handout
Hon. Linda Chew, Administrative District Judge, 327th District Court, El Paso County
Hon. Maria Salas-Mendoza, State District Judge, 120th District Court, El Paso County
Mr. Edward Dion, CPA, El Paso County Auditor

The Purchasing Toolbox
Ms. Debra Carrejo-Trull, El Paso County Purchasing Agent
10-22-2020 TACA (HANDOUTS) Purchasing Tool Box

Professionalism, Diversity and Valuing the Differences in the Workplace
Mr. J. Mark Warren, Training Consultant, TAC
1. Professionalism, Diversity and Valuing Differences- Mark Warren- 2020

TCDRS: Impact on Counties
Ms. Amy Campbell, Manager of Employer Services, Texas County & District Retirement System
1. TCDRS Doing Retirement- Amy Campbell

Electronic Records Retention
Ms. Joslyn Ceasar, Government Information Analyst, Texas State Library and Archives Commission
Mr. Andrew M. Glass, CRA, MSIS, Government Information Analyst III, Texas State Library and Archives Commission
1. Records Presentation 2020

TAC Risk Management Pool HR Regional Workshops | Sept. 29 - Oct. 14

Sept. 29 - Oct. 14

Exempt, Overtime and Other Hot Topic FLSA Issues
Speaker: Michele Arseneau, PHR, SHRM-CP, Senior Human Resources Consultant, Texas Association of Counties (TAC)
1. FLSA News Presentation
2. FLSA News Handout

HR Hot Topics
Speakers: Diana Cecil, SPHR, SHRM-SCP, Human Resources Consultants Supervisor, TAC
1. HR HOT TOPICS Presentation
2. HR Hot Topics White Paper
3. Dot Clearinghouse Documentation
4. 2020 w-4 Download
5. I-9 Form 10-31-2022
6. 2019_1a_FMLA
7. 2019-2-A FMLA

New Employee Orientation Handbook - Getting Employees Off to a Good Start
Speakers: Lorie Floyd, PHR, Human Resources Consultant, TAC
1. New Employee Orientation Presentation
2. New Employee Orientation White Paper
3. New Hire Orientation HR Checklist Handout
4. New Orientation Supervisor Checklist Handout
5.  Personnel Files, what to include

A Day in the Life of a Worker’s Compensation Claim
Speaker:  Stacy Corluccio, Claims Manager, TAC or Helana Barmore, Claims Manager, TAC
1. A Day in the Life Presentation
2. A Day in the Life of a WC Claim White Paper

98th Annual CJCA Conference | Oct. 5-8

Tuesday, Oct. 6

Commisioners Education
3.019 Subdivision Regulations
Speaker: Ms. Jennifer Davidson, Director of Public Works, Lubbock County
1. Subdivision Regulations

4.024 Redistricting
Speakers: Mr. Bob Bass, Partner, Allison, Bass & Magee, LLP
Mr. David Mendez, Attorney, Bickerstaff Heath Delgado Acosta LLP
1. Redistricting - Mr. Bob Bass
2. Redistricting - Mr. David Mendez

Judicial Education
Judicial Discretion and Ethics
Speaker: Hon. Tramer Woytek, Judicial Resource Liaison, TAC
1. Judicial Discretion and Ethics Hon. Tramer Woytek

Ex Parte Communications and Pro Se Litigants
Speaker: Hon. Greg Holly, Ward County Judge
1. Ex Parte Communications and Pro Se Litigants

All Things Magistration
Speaker: Hon. Kirk Noaker, Magistrate Judge, Burnet County
1. All Things Magistration - Hon. Kirk Noaker

Wednesday, Oct. 6

3.005 Justice System: Indigent Defense
Speakers: Mr. Jim Bethke, Director, Justice Administration Department, Harris County
Hon. Bill McCay, Lubbock County Commissioner
1. 3.005 Justice System - Bill McCay

4.012 Personnel: County Retirement
Speaker: Hon. Dianna Spieker, Tom Green County Treasurer
1. 4.012 County Retirement - Hon. Dianna Spieker

Advanced Curriculum Education Session
2.001 County Judge
Speaker: Hon. Tramer Woytek, Judicial Resource Liaison, TAC
1. 2.001 County Judge - Hon. Tramer Woytek

2.013 County Health Officer
Speakers: Dr. Annie Drachenberg, Local Health Authority, Abilene-Taylor County
Ms. Annette Lerma, Director of Health Services, Abilene-Taylor County
1. 2.013 County Health Officer - Dr. Annie Drachenberg
2. 2.013 County Health Officer - Ms. Annette Lerma

2.014 Extension Service
Speaker: Dr. Jeff Ripley, Associate Director for County Operations, Texas A&M AgriLife Extension Service
1. 2.014 Extension Service - Dr. Jeff Ripley

Thursday, Oct. 7

4. 009 Financial Accounting Basics
Speaker: Mr. Nathan Cradduck, Tom Green County Auditor
1. 4.009 Financial Accounting Basics

4.006 Fees and Revenue
Speaker: Mr. Nathan Cradduck, Tom Green County Auditor
1. 4.006 Fees and Revenues

4.023 Grantseeking: CARES Act and County Road Repair Grants
Speaker: Chief W. Nim Kidd, Chief of the Texas Division of Emergency Management, Texas Department of Safety, Vice Chancellor for Disaster and Emergency Services, Texas A&M University
1. 4.023 Grantseeking - Chief W. Nim Kidd

 

72nd Annual County Treasurers’ Association Conference | Sept. 21-24

Monday, Sept. 21

Cybersecurity: Special Issues for Counties
Hon. Jill Sklar, Jackson County Judge

Preparing for the Next Audit: Strategies That Will Make a Huge Difference in the Outcome
Mr. Neil Conway, CPA, Managing Partner, Conway CPAs LLC

County Hotel Occupancy Tax 101
What Counties Need to Know to Administer Local Hotel Occupancy Taxes
Mr. Justin Bragiel, General Counsel, Texas Hotel & Lodging Association

Tuesday, Sept. 22

iQUIT®! Winning in Life by Quitting
Ms. Rachel B-Foy, CEO, Elevated Possibilities, LLC

Investment Accounting
Ms. Emily Upshaw, Associate, Valley View Consulting, LLC

7 Investments for Better Health
Ms. Ashley Cureton, M.Ed., CHES, H.S.M.I., Wellness Consultant, Texas Association of Counties

Property Values and Calculations for SB2
Hon. Randy Riggs, McLennan County Tax Assessor-Collector

Wednesday, Sept. 23

Human Resource Compliance Trends for 2020
Ms. Diana Cecil, SPHR, SHRM-SC, Human Resources Consultants Supervisor, Texas Association of Counties

My employee was exposed to COVID-19. What now?
Ms. Michele Arseneau, Senior Human Resources Consultant, Texas Association of Counties

State Court Costs & Fees: Implementation of HB 2048 & SB 346
Mr. Rod Dietz, Program Specialist, State Comptroller’s Office

Vetting Financial Professionals
Mr. Clint Edgar, Deputy Securities Commissioner, Texas State Securities Board

A Day in the Life of a Workers’ Compensation Claim
Ms. Stacy L. Corluccio, Claims Manager, Risk Management Services, Texas Association of Counties

Thursday, Sept. 24

Municipal Market and Economic Update
Mr. Bruce Rideaux, Director, PFM

The Stock Market is Not the Economy
Mr. Ken Couch, Texas Director, Client Advisory Services, Water Walker Investments
Mr. David Jang, Client Advisory Services, Water Walker Investments

The Changing World of Ethics
Mr. Ron Holifield, CEO, SGR

Virtual Criminal Issues | Aug. 13

Thursday, Aug. 13

Judicial Discretion and Ethics
Hon. M. Sue Kurita, Judge, El Paso County Court at Law No. 6
1. Judicial Discretion and Ethics – PPT​

DWI Court: Innovative Influence for Counties, Victims, and Perpetrators
Hon. Randy Gray, Judge, Comal County Court at Law No. 1
1. DWI Court: Innovative Influence for Counties, Victims, and Perpetrators - PPT​

DWI Prosecutions
Ms. Jessica Frazier, Chief Civil Prosecutor, Comal County District Attorney’s Office
1. DWI Prosecutions – PPT​

Virtual The 3 R’s for Clerks: Reporting, Registry, and Reports | Aug. 12

Wednesday, Aug. 12

Reports
Hon. Donece Gregory, Tyler County Clerk
1. Reporting Requirements – PPT
2. Exhibits

E-Filing
Mr. Casey Kennedy, Director of Information Services, Office of Court Administration
1. E-Filing and OCA - PPT

Registry of the Court
Hon. Beth Rothermel, Washington County Clerk
1. Registry of the Court – PPT​

Virtual Judicial Overview | Aug. 11

Tuesday, Aug. 11

Criminal Overview
Prof. Wesley Cochran, Professor of Law, Texas Tech University School of Law
1. Criminal Overview - PPT

Rules of Evidence
Prof. John Watts, Professor of Law, Texas Tech University School of Law
1. Evidence - PPT

Suppression Hearings
Hon. Deborah Earley, Blanco County Attorney
1. Suppression Hearings – PPT

Virtual Intestate Succession and Detention Orders | Aug. 6

Thursday, Aug. 6

Heirship Proceedings
Prof. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law
1. Heirship Proceedings - PPT
2. Heirship Article 1
3. Heirship Article 2

Dependent/Independent Administrations
Ms. Sarah Patel Pacheco, Attorney, Crain Caton & James
1. Pacheco Paper
2. Probate Procedures and Alternatives

Emergency Detention Orders and Orders of Protection
Hon. Robert Newsom, Hopkins County Judge
1. The Big Picture – PPT​

Virtual All Things Probate for Clerks | Aug. 5

Wednesday, Aug. 5

Administrations
Hon. Julie Smith, Potter County Clerk
1. Independent and Dependent Administrations – PPT
2. Quick Reference Forms​

Muniment of Title and Small Estates
Hon. Julie Smith, Potter County Clerk
1. Muniment of Title – PPT
2. Small Estates Affidavits – PPT​

Fees for Probate
Hon. Janette Green, Palo Pinto County Clerk
1. Initial Fees
2. Supplemental Fees​

Wills for Safekeeping and Tabs
Hon. Beth Rothermel, Washington County Clerk
1. Safekeeping of Wills – PPT
2. Tabs for Probate

Virtual Guardianship Overview | Aug. 4

Tuesday, Aug. 4

Successful Guardianship Proceedings
Hon. Claudia Laird, Judge, County Court at Law No. 2
1. Successful Guardianship Proceedings – PPT
2. Supplemental Paper

​Alternatives to Guardianships
Ms. Darlene Payne Smith, Attorney, Crain Caton & Jame
1. Will Basics Part 2 - PPT​

​Appellate Case Update
Prof. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law
1. Changes in Guardianships
2. LRA and Support and Services​

​Guardianship Issues and Mental Health Considerations
Hon. Mary Cunningham, Judicial Program Manager, Texas Association of Countie
1. Guardianship Issues and Mental Health Proceedings

Virtual Impaired Driving Symposium | Aug. 3-4

Monday, Aug. 3

Identifying Problems and Solutions in Impaired Driving
Hon. Rick Hill, Justice of the Peace, Pct. 3, Brazos County
Ms. Rebecca Glisan, Staff Attorney, Texas Justice Court Training Center
Ms. Jessica Foreman, Education Manager, Texas Justice Court Training Center
1. Glisan_HandoutProblemsandSolutionsCourse

Case Law Update
Hon. Laura Weiser, Judicial Resource Liaison, Texas Center for the Judiciary
1. Weiser_CaseLawUpdate_ppt​

Setting Bail and Bond in the Age of Coronavirus
Hon. Kirk Noaker, Burnet County Magistrate, Burnet County
1. Noaker_BailandBonds_ppt

Screening and Assessments for DWI Offenders
Mr. Mark Stodola, Probation Fellow, NHTSA
1. Stodola_ScreeningandAssessment_ppt

Tuesday, Aug. 4

DWI Sentencing Options: Pre-Trial Diversion and Deferred Adjudication
Mr. Ryan Kellus Turner, Executive Director, Texas Municipal Courts Education Center
1. Turner_DWIDeferredandDiversion_ppt
2. Turner_DWISentencingOptionsPreTrial_Handout

Community Outreach: Strategies, Challenges, and Best Practices
Hon. Matthew Wright, Presiding Judge, Rosebud Court of Record
1. Wright_Community_ppt

Facilitated Scenarios
Hon. Laura Weiser, Judicial Resource Liaison, Texas Center for the Judiciary
Mr. Randall Sarosdy, General Counsel, Texas Justice Court Training Center
1. Sarosdy_ImpairedDrivingScenarios_ppt

 

Virtual All Things Guardianship for Clerks | July 30

Thursday, July 30

Guardianship, Notices and Citations, and Fees
Hon. Heidi Easley, Victoria County Clerk; Hon. Janette Green, Palo Pinto County Clerk; Hon. Mark Staples, Anderson County Clerk

1. Notice and Citations – PPT
2. Guardianships – PPT
3. Fees – PPT
4. Supplemental Forms
   1. Abstract of Mental Incapacity to Elections
   2. Application for Permanent Guardianship
   3. Certificate for Temp Guardianship
   4. Citation – Personal Service – Ward
   5. Citation for Sale of Real Property
   6. Citation for Show Cause Hearing
   7. Claims Letter
   8. Clerks Reporting Form – Professional Guardianship
   9. Court Notice to Guardians
   10. Guardian Acknowledgment of Duties
   11. JBCC Letter to Clerk
   12. Letters of Guardianship – Limited
   13. Letters of Guardianship
   14. New Guardianship Filing Information
   15. NICS Entry Screen
   16. Notice of Removal of Guardian
   17. Personal Representative General
   18. Summary of New Reporting Requirements
   19. TRO – Face Sheet Without Return
   20. Ward’s Bill of Rights

Virtual Wills and Probate Overview | July 30

Thursday, July 30

Will Basics - Part 1
Prof. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law
1. Will Basics Part 1 - PPT​

​Will Basics - Part 2
Prof. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law
1. Will Basics Part 2 - PPT​

​Appellate Case Update

Prof. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law
1. Appellate Case Update - PPT
2. ​Appellate Case Update - Article

Virtual Probate Overview | July 28

Tuesday, July 28

Probate Overview Part 1
Prof. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law
1. Probate Overview Part 1 - PPT

Probate Overview Part 2
Prof. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law
1. Probate Overview Part 2 - PPT​

Intestate Succession
Prof. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law
1. Intestate Succession – PPT
2. Intestate Succession - Article

DWI Summit - Online | June 4 & June 25

Thursday, June 4 & Thursday, June 25

Occupational Drivers' License; Sentencing Alternatives; Pre-Trial Issues
Hon. Laura A. Weiser, Judicial Resource Liaison, Texas Center for the Judiciary

TACA Educational Webinars | June 4-11

Truth in Taxation
Ms. Connie Rose, Director of Education, McCreary, Veselka, Bragg & Allen, P.C.

Leadership
Mr. Mark Warren, Education Training Consultant, Texas Association of Counties

Special Inventory Taxation
Mr. Randy Riggs, CPA, Tax Assessor-Collector, McLennan County

Ethics for County Tax Assessor-Collectors
Mr. Jim Lambeth, Partner, Linebarger Law Firm

Webinar - Texas Elections Team, Webex Training No. 1 | June 4

Thursday, June 4

Webinar - Texas Elections Team, Webex Training No. 1
Yvonne Ramon, Hidalgo County Elections Administrator and President of the Texas Association of Elections Administrators
Hon. Dwight Sullivan, Galveston County Clerk
Chris Davis, Williamson County Elections Administrator

Recording of Webinar

• Webinar Link

Copy of Presentations

• Elections Presentation PDF
• HAVA Grant Updates PDF

Q&A from Session

• Webinar Elections Q&A PDF

Additional Resources

Materials and Forms

• Health Protocols for Voters Checklist
• Williamson County Poster sample
• Questions and Answers from session

Helpful Links

• votetexas.gov

Moving Forward: SB2 and the County Budget – Webinars | Apr. 28-May 7

Overview of Senate Bill 2
Speaker: Mr. Nathan Cradduck, Auditor, Tom Green County
Handout 1: Overview of Senate Bill 2

County Budgeting Overview
Speakers: Hon. Mary Cunningham, Judicial Program Manager, Texas Association of Counties
Hon. Tramer J. Woytek, Judicial Liaison, Texas Association of Counties
Handout 1: County Budgeting Overview

County Budget and Tax Rate Planning Calendar
Handout 1: County Budget and Tax Rate Planning Calendar

County Court Assistants Training Conference | Feb. 19-21

Wednesday, Feb. 19

The County Budget: Tips, Tricks and Tools for Survival in the New Age
Ms. Katy Estrada, Legislative Manager-Tax Assessor-Collectors' Association, Texas Association of Counties

Commissioners Court Agendas and Postings
Hon. Mary Cunningham, Judicial Program Manager, Texas Association of Counties

Managing the Generations
Mr. Mark Warren, Consultant, Texas Association of Counties

Thursday, Feb. 20

Basics of the Census: It's Not Just the Numbers
Mr. Joey Crumley, MS, AICP, Planning Supervisor, Austin Independent School District
Ms. Fang Fang, Partnership Specialist, United States Census Bureau

Ethics for Court Assistants: Elections, Campaigns, and Ex Parte Communications
Hon. Tramer Woytek, Former Lavaca County Judge

Courthouse Security
Sgt. Justin Baker, Department of Public Safety, Texas Highway Patrol

Open Meetings Act, FOIA Requests, and Records Retention Policies
Mr. Paul Miles, Associate General Counsel, Texas Association of Counties

Health and Wellness: Managing Stress
Ms. Ashley Cureton, Wellness Consultant, Texas Association of Counties

Friday, Feb. 21

Changes and Case Management in Probate, Guardianship and Juveniles Cases
Mr. Jeff Rinard, Certification Division Director, Office of Court Administration

Cybersecurity: Special Issues for Counties
Hon. Jill Sklar, Jackson County Judge

Legislative Update
Hon. Mary Cunningham, Judicial Program Manager, Texas Association of Counties

Healthy County Bootcamp | Feb. 13

Thursday, Feb. 13

Your Health is Your Wealth
Dr. Karen Wolfe, President and Owner, Dr. Karen Wolfe, Inc.

New Solutions to Chronic Condition Management from BCBSTX, Omada and Livongo
Jonathan Collander, Strategic Account Manager, BlueCross BlueShield of Texas
Chris Cole, Regional Vice President, Livongo
Sharon Cox, Strategic Account Executive, BlueCross BlueShield of Texas
Kelsey McNamara, MPH, Clinical Strategy Analyst, Omada Health

Need to Know
Stacey Bruington, Wellness Consultant, Texas Association of Counties
Ashley Cureton, Wellness Consultant, Texas Association of Counties
Shameria Davis, Wellness Consultant, Texas Association of Counties
Biral Patel, Wellness Consultant, Texas Association of Counties
Mark Zollitsch, Wellness Consultant, Texas Association of Counties

Designing Successful Wellness Incentives: An integrated Path to a Dynamic Wellness Program
Stacey Bruington, Wellness Consultant, Texas Association of Counties

Wellness Event Floor Plan: How to Coordinate Health Fairs and Lunch and Learns
Speaker: Biral Patel, Wellness Consultant, Texas Association of Counties
Handout 2: 5 - Wellness Event - PT 2

Peer Pressure: Discover the Strategic Advantage of Wellness Committee
Mark Zollitsch, Wellness Consultant, Texas Association of Counties

Inspiration: What Do Employees Want Anyway?
Shameria Davis, Wellness Consultant, Texas Association of Counties
Handout: 7- Inspiration – PT 2

Webinar - Elections: Before the Doors Open | Feb. 11

Tuesday, Feb. 11

Webinar - Elections: Before the Doors Open
Ms. Christina Worrell Adkins, Legal Director, Elections Division, Texas Office of the Secretary of State
Ms. Jennifer Anderson, Hays County Elections Administrator
Mr. Chris Davis, Williamson County Elections Administrator
Hon. Heather H. Hawthorne, Chambers County Clerk

Recording of Webinar: Webinar Link
Copy of Presentation: Presentation PDF

Additional Resources 

Presentations and Forms

• A clean copy of the inspector check list for the primary election.
• A completed copy of the inspector check list for the primary election.
• The Mass Email Secretary of State sent out regarding ABBM questions.
• Copy of Presentation: Preparing for the Primary, Secretary of State
• TAC Elections Database - 2020 Primary Local Ballots
  • Check out the primary election ballots for your county and let us know if we missed anything. Contact Frank Baca for questions on the ballots at (800) 456-5974.

Helpful Links

• Link to Advisory No. 2020-03 - Emergency Ballot Procedures
• votetexas.gov
• County Elections Database-Texas Association of Counties

 

CDCAT Winter Conference | Feb. 3-6

Monday, Feb. 3

Legislative Fee Changes and OCA Updates
Ms. Margie Johnson, Assistant General Counsel, Office of Court Administration
Ms. Megan LaVoie, Director of Public Affairs/Special Counsel, Office of Court Administration
 

Tuesday, Feb. 4

Bureau of Vital Statistics: Adoptions
Ms. Leslie Olmos, Field Services Representative, Bureau of Vital Statistics, Texas Health and Human Services
 

Wednesday, Feb. 5

Breakout 1: Civil Related to Criminal

Escheating From A Clerk's Perspective
Hon. Sheri Woodfin, Tom Green County District Clerk
 
Non-Criminal Surety and Cash Bonds
Hon. John Warren, Dallas County Clerk
 
Mandatory Reporting to the Office of Court Administration
Ms. Sandra Mabbett, Judicial Information Analyst, Office of Court Administration
 

Breakout 2: Criminal

HR 101: What Does A Supervisor Need to Know About Employees and HR?
Ms. Diana Cecil, SPHR, SHRM-SCP, Senior Human Resources Consultant, Texas Association of Counties
 
HR Forms: Document, Document, Document
Hon. Lynne Finley, Collin County District Clerk
 

Breakout 3: Miscellaneous

Archive Plan and Requirements
Hon. Patti L. Henry, Chambers County District Clerk
Hon. Donece Gregory, Tyler County Clerk

Charges for Public Information
Ms. Tamara Smith, Assistant Attorney General, Office of the Attorney General
 
Official Public Records
Hon. Nancy Rister, Williamson County Clerk

Marriage License
Hon. Lori Bohannon, Wichita County Clerk
Hon. Stacey Kemp, Collin County Clerk

Thursday, Feb. 6

Court of Criminal Appeals/re:Search and Misc. Court Orders
Ms. Holly Taylor, Staff Attorney, Texas Court of Criminal Appeal

 

2019

Webinar - Deciphering Senate Bill 346: Consolidated Criminal Court Costs, Fees and Fines (Part 2) | Dec. 3

Tuesday, Dec. 3

Webinar - Deciphering Senate Bill 346: Consolidated Criminal Court Costs, Fees and Fines (Part 2)
Hon. Laura Hinojosa, Hidalgo County District Clerk, CDCAT President
Hon. Patti Henry, Chambers County District Clerk, CDCAT Secretary
Ms. Cathy Horvath, Chief Deputy Clerk, Guadalupe County Clerk's Office
Ms. Margie Johnson, Assistant General Counsel, Office of Court Administration

Recording of Webinar

Additional Resources

Webinar: Deciphering SB 346: Part 1 (Aired 9/26/2019)
https://www.txcourts.gov/publications-training/training-materials/webinars/all-webinars/judicial-council/

Download PDF

Link to the most current court cost charts: https://www.txcourts.gov/publications-training/publications/filing-fees-courts-costs/

Current Charts:

• Download County Clerks' Misdemeanor Conviction Court Cost Chart
• Download District Clerks' Felony Conviction Court Cost Chart
• Download Justice Court Conviction Court Cost Chart
• Download Municipal Court Convictions Court Cost Chart

Amended Charts for Offenses Committed Prior to 01/01/20:

• Download County Clerks' Misdemeanor Conviction Court Cost Chart
• Download District Clerks' Felony Conviction Court Cost Chart
• Download Justice Court Conviction Court Cost Chart
• Download Municipal Court Convictions Court Cost Chart

Felony Judgment Forms (effective January 1, 2020)
https://www.txcourts.gov/rules-forms/forms/

Office of Court Administration Statement on Reimbursement Fees

Download PDF

 

Fall Judicial Education Session | Nov. 20-22

Wednesday, Nov. 20

Judicial Discretion and Ethics
Hon. Susan M. Redford, Executive Director, Texas Association of Counties
Handout 1: Redford_Judicial Discretion

Rules of Evidence
Prof. Ted Field, Professor of Law, South Texas College of Law Houston
Handout 2: Field_Evidence—The Basics

Suppression Hearings
Hon. Deborah Earley, Blanco County Attorney
Handout 3: Earley_Suppression Hearings

Juvenile Law: Special Issues and Mental Health
Ms. Stephanie Fowler, Chief Juvenile Probation Officer, Dallam-Hartley-Sherman Counties Juvenile Probate Department
Handout 4: Fowler_Juvenile Law

Thursday, Nov. 21

Ex Parte Communication – The Good, the Bad, and the Ugly
Hon. Tramer Woytek, Lavaca County Judge
Handout 5: Woytek_Ex parte Communications

Traffic Stops and Arrests
Hon. Greg Holly, Ward County Judge
Handout 6: Holly_Traffic Stops and Arrests

DWI Pretrial Diversions & Sentencing Options
Hon. Rebecca Lange, Llano County Attorney
Handout 7: Lange_Pretrial Diversions

Criminal Overview: Perspectives from the Bench
Hon. Linda Bayless, Judge, Burnet County Court at Law
Handout 8: Bayless_A View from the Bench

Guardianship Law: Special Issues and Mental Health
Hon. Nathaniel Moran, Smith County Judge
Handout 9: Moran_Guardianship Special Issues

Working Countywide on Mental Health Issues and the Sandra Bland Act
Moderator: Hon. Mary Cunningham, Judicial Program Manager, Texas Association of Counties
Hon. Maxey Cerliano, Gregg County Sheriff
Hon. Bill Stoudt, Gregg County Judge
Mr. Brandon Wood, Executive Director, Texas Commission on Jail Standards
Handout 10: Wood_Mental Health

Friday, Nov. 22

Evictions and Appeals from the Justice Court
Ms. Thea Whalen, Executive Director, Texas Justice Court Training Center
Handout 11: Whalen_Appeals from Justice Court

Emergency Detention Orders and Protective Orders
Hon. Robert Newsom, Hopkins County Judge
Handout 12: Newsom_Emergency Detention Orders

Judicial Legislative Update
Hon. Mary Cunningham, Judicial Program Manager, Texas Association of Counties
Handout 13: Cunningham_Legislative Update

Texas Public Funds Investment Conference | Nov. 7-8

Thursday, Nov. 7

What's Current in Payment Fraud
Ms. Sandy Sullivan, CFE, Senior Vice President, Fraud Management, Frost Bank

Strategies for a Changing Market
Mr. Ellis Phifer, CFA, CMT, Managing Director and Fixed-Income Strategist, Raymond James

Municipal Bonds 101 – Exploring Primary Market Issuance
Ms. Lorraine Palacios, Managing Director, Ramirez & Co., Inc.

Understanding Investment Pools
Ms. Susan Anderson, Valley View Consulting, LLC

Investment Accounting
Ms. Emily Upshaw, Associate, Valley View Consulting, LLC

Friday, Nov. 8

The Thief In Your Organization
Ms. Missy Pope, Founder and Principal, Pope Consulting

74th Annual Texas Association of County Auditors Fall Conference | Oct. 15-18

Tuesday, Oct. 15

Llano History and District Financial Challenges
Hon. Ron Cunningham, Llano County Judge
Hon. Evan Stubbs, State District Judge, 424th Judicial District

Wednesday, Oct. 16

What We Want to Know and When
Hon. Ron Cunningham, Llano County Judge
Hon. J. Allen Garrett, State District Judge
Hon. James Oakley, Burnet County Judge

Policies and Unemployment to Reduce Costs
Michele Arseneau, Human Resource Consultant, Texas Association of Counties

Investment Options
Hon. Rene Couch, Comal County Treasurer
Mr. Samuel Vaughan, VP Financial Northeaster Co.

Texas Indigent Defense Commission (TIDC) Reporting Detail and Surviving an Audit
Ms. Debra Stewart, Fiscal Analyst, TIDC

Texas Indigent Defense Commission (TIDC) — Grant Opportunities and Innovations in Indigent Defense
Ms. Claire Buetow, Policy Analyst, TIDC

Hard Calls in History: the Mahatma and the Eternal Spirit of 42
Mr. J. Mark Warren, Training Consultant, TAC

Thursday, Oct. 17

CPS Trends, Costs and Who Gets an Attorney
Hon. Cheryll Mabray, Associate Judge, Child Protective Court of the Hill Country 

Friday, Oct. 18

Critical Risks and Critical Budgets- Handout
Critical Risks and Critical Budgets- Presentation
Mr. Todd Kisel, Risk Management Consultant, Risk Management Services, TAC
Mr. Robert Ruiz, Associate Director, Risk Management Services, TAC

Navigating the Unemployment System in Order to Win Claims and Reduce Costs
Ms. Cynthia Brannen, Unemployment Fund Admin., TAC

97th Annual County Judges and Commissioners Association of Texas Conference | Oct. 7-10

Tuesday, Oct. 8

3.013 Working with the Legislature
Moderator: Mr. Jim Allison, General Counsel, County Judges and Commissioners Association of Texas
Area Legislators

Commissioners Education

3.019 Subdivision Regulations
Mr. Andrew Isbell, Director of Planning and Development, Walker County

4.020 Negotiating Technology Contracts
Mr. Chuck Kimbrough, Partner, Bickerstaff Heath Delgado Acosta LLP

3.016 County Roads: Speed and Weight Limits and Traffic Control
Mr. Don Bonifay, Owner, Bonifay & Associates, Engineering and Construction Management

4.023 Grantseeking: County Road Repair Grants
Mr. Carlos Calle, Government Affairs Specialist, Texas Department of Transportation

Judicial Education Session

Current Guardianship and Probate Considerations
Ms. Darlene Smith, Attorney, Crain Caton & James
Handout 1: Current Guardianship and Probate Considerations
Handout 1a: Changes in Guardianship and Powers of Atty

DWI Sentencing Options: Pretrial Diversion and Deferred Adjudication
Mr. Ryan Turner, General Counsel and Director of Education, Texas Municipal Court Education Center
Handout 2: Turner DWI Sentencing Options_Pretrial Diversion and Deferred Adjudication

Legislative Update
Hon. Mary Cunningham, Judicial Program Manager, Texas Association of Counties
Mr. Rick Thompson, Senior Legislative Manager, Texas Association of Counties
Handout 3: Handout 86^th Legislative Bills Impacting Judicial Duties of County Judge

Moderated Discussion
Hon. Mary Cunningham, Judicial Program Manager, Texas Association of Counties
Handout 4: State CJCA Panel Discussion

Wednesday, Oct. 9

4.024 Redistricting
Mr. Kenneth Leonard, Partnership Specialist, Census 2020
Mr. Bob Bass, Partner, Allison, Bass & Magee, LLP

3.017 Public Information Act
Mr. Eric Magee, Partner, Allison, Bass & Magee, LLP

Advanced Curriculum Education Session

2.005 County Treasurer
Hon. Dolores Ortega-Carter, Travis County Treasurer

2.010 Justice of the Peace
Hon. Karen Diaz, San Patricio Justice of the Peace

2.011 Constable
Hon. Carlos Lopez, Travis County Constable

2.009 District Attorney
Speaker: Hon. Bob Wortham, Jefferson County Criminal District Attorney
Handout 1

Thursday, Oct. 10

4.008 County Tax Rate
Mr. Michael B. Gary, Senior Counsel, Fiscal & Agency Affairs Legal Services Division, Property Tax Assistance, Texas Comptroller of Public Accounts

4.018 Terrorism Prevention: Courthouse Security and Cybersecurity
Ms. Jill Sklar, Jackson County Judge

4.017 Phones – Communications: Emergency Management Communications
Chief W. Nim Kidd, Chief of the Texas Division of Emergency Management, Texas Department of Safety, Vice Chancellor for Disaster and Emergency Services, Texas A&M University

 

Regional Pool Workshop | Sept. 24-Nov. 13

Controlling Costs and Improving Outcomes: TAC Health and Employee Benefits Pool Pharmacy Program Changes

Feeling No Pain

Beneath the Surface in Workers' Compensation Claims

Stir the Pot with Nutritional Ingredients

Catastrophe Preparation and Response for Counties

Your Life Depends On It

The Myths and Truths About Your Cyber Risk

How to Conduct a Human Resource Risk Audit

CDCAT Fall Conference | Sept. 16-18

Monday, Sept. 16

Dividing and Conquering the Service Documents
Hon. Sharena Gilliland, Parker County District Clerk
Hon. Lisa Johnson, Hemphill County and District Clerk
Hon. Karren Winter, Archer County Clerk

Introduction to Records Management
Mr. Andrew Glass, Government Information Analyst, Texas State Library and Archives Commission

Tuesday, Sept. 17

Breakout 1: District Clerks

Fees  (Presentation will be online soon)
Hon. Velva Price, Travis County District Clerk
Hon. Patti L. Henry, Chambers County District Clerk
This will be an in-depth overview of Senate Bill 346

Guide & File (Repeat Session)
Mr. Adam Earnheart, Director, Self-Represented Litigants,
Tyler Technologies, Inc.

Breakout 2- County Clerks

Commissioners Court
Hon. Shelley Coston, Bell County Clerk
Hon. Mario Garcia, Dimmit County Clerk

Guide & File
Mr. Adam Earnheart, Director, Self-Represented Litigants, Tyler
Technologies, Inc.

County Clerk Fees
Hon. Janette K. Green, Palo Pinto County Clerk
Hon. Nancy Rister, Williamson County Clerk

Wednesday, Sept. 18

An Overview of Expunctions and Nondisclosures(Presentation will be online soon)
Ms. Laura Garcia, Associate General Counsel, Texas Association of Counties

eFiling Criminal Cases
Mr. Casey Kennedy, Director of Information Services, Office of Court Administration

Far West Texas County Judges and Commissioners Association Annual Conference | Sept. 11-13

Wednesday, Sept. 11

Commissioner Education Session

Rights of Way
Speaker: Mr. Bob Bass, Partner, Allison, Bass & Magee, LLP

The Effects of Stress on Your Physical Health
Speaker: Mr. Mark Zollitsch, Wellness Consultant, Texas Association of Counties

Role of Emergency Service Districts in Rural Counties
Speaker: Mr. Cliff Avery, Executive Director, SAFE-D

Judicial Education Session

Alternatives to Probate
Speaker: Hon. Justin Lewis, Hill County Judge

Thursday, Sept. 12

Mental Health in First Aid
Speaker: Dr. Rick L. Peterson, Professor and Extension Family Life Specialist, Texas A&M AgriLife Extension Service

Overview of Solar Farms
Speaker: Mr. Bob Bass, Partner, Allison, Bass & Magee, LLP

The Essence of Public Speaking
Speaker: Mr. Mark Warren, Education Training Consultant, Texas Association of Counties

71st Annual County Treasurers' Association Conference | Sept. 9-12

Tuesday, Sept. 10

Sub-Recipient's Disaster Reimbursement Responsibility
Ms. Pat McGraw, Division of Emergency Management, Texas Department of Public Safety

Wednesday, Sept. 11

Economic Update
Mr. Charles Dougherty, Vice President and Economist, Wells Fargo Securities, LLC.

2019 Legislative Changes Affecting Texas Courts
Ms. Lindsey Klein, Tax Auditor, Texas Comptroller of Public Accounts: Audit Division

Collateralization and Safekeeping Services/Legislative Update on PFIA
Mr. Tony Sekaly, Managing Director, Public Trust Advisors, Program Administrator for Texas CLASS
Ms. Susan K. Anderson, Valley View Consulting, LLC.

Thursday, Sept. 12

Investment Reporting
Hon. Alan Dierschke, Glasscock County Treasurer
Hon. Becky Burford, Wood County Treasurer
Hon. Mitzi Baker, Midland County Treasurer

Legislative Conference | Sept. 4-6 

Thursday, Sept. 5

Behavioral Health Funding: The New Role for Counties
Keino McWhinney, Director, Texas Tech Mental Health Institute
Lee Johnson, Deputy Director, Texas Council of Community Centers
Moderators: Noe Barrios, Senior Legislative Manager – Sheriffs’ Association
Rick Thompson, Senior Legislative Manager – County Judges and Commissioners Association

Texas Court Structure: Creating More Effective and Efficient Courts
Barbara Harvey, Justice, Texas Court of Criminal Appeals
Rick Hill, Justice of the Peace, Brazos County
Becky Wilbanks, County Judge, Cass County
David Slayton, Administrative Director, Office of Court Administration
Moderator: Kelsey Bernstein, Legislative Manager – Justices of the Peace & Constables Association

Criminal Justice Reforms: A Look Back and A Look Ahead
Nathan Hecht, Chief Justice, Texas Supreme Court
John Whitemire, Chair of Committee on Criminal Justice, Texas Senate
Moderators: Kelsey Bernstein, Legislative Manager – Justices of the Peace & Constables Association
Noe Barrios, Senior Legislative Manager – Sheriffs’ Association
Laura V. Garcia, Associate General Counsel

2020 Census and Redistricting
Dr. Lloyd Potter, Texas State Demographer, Texas Demographic Center
Robert T. Bass, Attorney, Allison, Bass & Magee, LLP
Moderator: Tim Brown, Senior Analyst

Impaired Driving Symposium | Jul. 25-26

Thursday, Jul 25

Lunch & Learn – Trends in Impaired Driving
Hon. Laura Weiser, Judicial Resource Liaison, Texas Center for the Judiciary
Handout 1: Weiser Impaired Driving Trends
Handout 1a: Ignition Interlock Basics
Handout 1b: ODL Basics

Legislative Update
Mr. Jason Hassay, Senior Legislative Counsel, Texas Association of Counties
Handout 2: Hassay Legislative Update

Pre-Trial Release
Ms. Becky Lange, Llano County Attorney
Handout 3: Lange Pre-Trial Release
Handout 3a. WILCO PTI Program Summary
Handout 3b. PTIP Application
Handout 3c. PTI Plea Negotiation Agreement
Handout 3d. PTI Plea Negotiation Agreement for Class C
Handout 3e. PTI Check List
Handout 3f. PTI Check List for Class C
Handout 3g. PTI Application
Handout 3h. PTI Application for Class C
Handout 3i. PTI Agreement
Handout 3j. PTI Agreement for Class C
Handout 3k. PTI Agreed Payment Plan No Restitution
Handout 3l. Laws Relating to Ignition Interlock

DWI Bond Condition Program
Ms. Rebecca Glisan, Staff Attorney, Texas Justice Court Training Center
Handout 4: Glisan DWI Bond Condition Program

Traffic Stops and Arrests
Hon. Greg Holly, Ward County Judge
Handout 5: Holly Traffic Stops and Arrests

Friday, Jul 26

Drugged Driving
Ms. Amber Trueblood, DrPH, MPH, Texas A&M Transportation Institute
Handout 6: Trueblood Drug Impaired Driving

What Would You Do?
Mr. Randy Sarosdy, General Counsel, Texas Justice Court Training Center
Handout 7: Sarosdy Impaired Driving Scenarios

Impaired Driving and Social Media
Mr. Jared D. Olson, Traffic Safety Resource Prosecutor, Idaho Prosecuting Attorneys Association
Mr. Jim Camp, President, Dynamic Messages LLC
Handout 8: Camp Olson Social Media

 

Texas Counties and the Mentally Ill - Bridging the Gap | Jul. 18-19

Thursday, Jul. 18

Lunch&Learn: Learning the Language of Mental Health: From Arrest to Disposition
Ms. Sheree Hess, General Counsel, Hill Country MHDD Centers
Handout 1: 1 ShereeHess-Language-of-Mental-Health

Streamlining the Magistration Process: Tools for Documenting and Retaining Mental Health Screening and Evaluations
Hon. Kirk Noaker, Burnet County Magistrate Judge
Hon. Maxey Cerliano, Gregg County Sheriff
Hon. Hon. Robert Newsom, Hopkins County Judge
Hon. Bill Stoudt, Gregg County Judge
Handout 2: 2. Newsom_Seven Lessons Learned
Handout 2a: 2a. Cerliano_Streamlining Magistration Process

Emergency Detention Orders: From Notification to Placement
Ms. Thea Whalen, Executive Director, Texas Justice Court Training Center
Handout 3: 3. Whalen_Emergency Detention Orders
Handout 3a: 3a. Whalen_EDO application example

Friday, Jul. 19

Successful Implementation of Processes
Hon. Robert Newsom, Hopkins County Judge
Hon. Mary Cunningham, Judicial Program Manager, Texas Association of Counties
Mr. Ross Robinson, Chief Executive Officer
Handout 4: 4. Robinson_Successful Implementation

Brainstorming Solutions for Challenges in Magistrating and Arraigning the Mentally Ill and Impaired
Mr. Bronson Tucker, Director of Curriculum and Staff Attorney, Texas Justice Court Training Center
Handout 5: 5. Tucker_Brainstorming Solutions

75th Justices of the Peace and Constables Association Annual Education Conference | Jun. 24-28

Tuesday, Jun. 25

The Keys to Commissioners Court
Hon. Rick Bailey, Johnson County Commissioner
Hon. Tramer Woytek, Lavaca County Judge

The History of The Texas JPCA
Thea Whalen

Wednesday, Jun. 26

JPs/Clerks Class: Procedural Justice: Fair Treatment Matters
Ms. Emily LaGratta, Director of Procedural Justice Initiatives, Center for Court Innovation

JPs/Clerks Class: Mass Fatality Response in Texas      
Ms. Allison C. Reese, Manager of Emergency Management, Harris County Institute of
Forensic Sciences

Thursday, Jun. 27

JPs/Clerks Class: Drug-Impaired Driving
Ms. Amber Trueblood, Assistant Research Scientist, Texas A&M Transportation Institute, Crash Analytics Program

County and District Clerks' Association of Texas Summer Conference | Jun. 23-27

Tuesday, Jun. 25

eFile & re:SearchTX Update and Overview—Standards, Rules and What's New
Ms. Tracy Hopper, IT Administrator, Harris County District Clerk's Office
Mr. Casey Kennedy, Director for Information Services, Office of Court Administration
Hon. John Warren, Dallas County Clerk
Hon. Sheri Woodfin, Tom Green County District Clerk

Signed, Sealed, Delivered—Statutes and Rules Related to Electronic Signatures, Seals and Delivery
Hon. Teresa Kiel, Guadalupe County Clerk
Hon. Sheri Woodfin, Tom Green County District Clerk

BREAKOUT 1: COUNTY CLERKS

Probate: Where There's a "Will"...There's a Way (sort of)
Guardianship — Filing a Case
Hon. Julie Smith, Potter County Clerk
Hon. Beth Rothermel, Washington County Clerk

BREAKOUT 2: DISTRICT CLERKS

Protective Orders From Application to Final Order
Ms. Judith Snively, Chief Deputy of Clerks, Harris County District Clerk's Office

"Catch Me If You Can" Forgery—Things to Watch for in Court Records
Ms. Tracy Hopper, IT Administrator, Harris County District Clerk's Office

Wednesday, Jun. 26

Employment Law
Hon. Velva Price, Travis County District Clerk

Courthouse Security—Active Shooter Plan
Mr. Aristides "Harry" Jimenez, Deputy Chief of the Community Readiness and Intelligence Division, Bexar County Sheriff’s Office

Thursday, Jun. 27

Managing Performance and Outcomes: Speak So People Listen… Listen So People Speak
Ms. Nancy Baird, President, Training Strategies Inc.

85th Annual Tax Assessor-Collectors Association of Texas Conference | Jun. 9-13

Sunday, June 9

New TAC Orientation
Hon Randy Riggs, TACA Secretary-Treasurer and Tax Assessor-Collector, Mclennan County
Hon. Tammy McRae, TACA Vice President – Internal and Tax Assessor – Collector, Montgomery County
Hon. Bruce Stidham, TACA Director and Tax Assessor- Collector, Grayson County

Monday, June 10

Anatomy of Fraud – How to Handle it Ethically
Hon. Bruce Elfant, Tax Assessor – Collector, Travis County

Human Relations Tips for Retaining Ethical Employees
Mr. Cary Erickson, SPHR, SCP, Director of HR and Risk Management, Jefferson County

Special Inventory Tax – Funds and Penalties
Mr. James Guest, Attorney, Linebarger Goggan Blair & Sampson, LLP

Tuesday, June 11

5 Texas DMV Update
Mr. John Prewitt, Board Member, Texas Department of Motor Vehicles
Ms. Whitney Brewster, Executive Director, Texas Department of Motor Vehicles
Mr. Jeremiah Kuntz, Director, VTR Division, Texas Department of Motor Vehicles

Wednesday, June 12

Texas Parks and Wildlife Department
Ms. Julie Aronow, Manager, Boat Titling, Registering & Marine Licensing, Texas Parks & Wildlife Department

Health and Wellness within Your Office to Promote Ethical Behavior
Ms. Shameria Davis, Wellness Consultant, Texas Association of Counties

Texas Alcoholic Beverage Commission
Mr. Clark Smith, General Counsel, Texas Alcoholic Beverage Commission
Ms. Jo Ann Joseph, Director of Licensing, Texas Alcoholic Beverage Commission

How to Effectively Use Your Association Listerv for Maximum Results in Customer Service to Your Constituents
Ms. Dawn Noufer, Program Manager, Texas Association of Counties

Media Awareness to Support Customer Service
Mr. Angel San Juan, Investigative Reporter, KFDM/Fox4

Regulating Title Services to Prevent Fraud and Maintain Great Service
Ms. Ellen Hayes, Motor Vehicle Director, Dallas County
Ms. Dorothy Starr, Motor Vehicle Director, Tarrant County

Maximizing Postage to Service Your Citizens
Mr. Jim Cote, President, The Master’s Touch, LLC

Thursday, June 13

Ethics for County Tax Assessor-Collectors
Mr. Edward Lopez, Attorney, Linebarger Goggan Blair & Sampson, LLP

Customer Service to Build the Public Trust
Hon. Tammy McRae, TACA Vice President – Internal and Tax Assessor-Collector, Montgomery County
Hon. John R. Ames, TACA Past President and Education Director, Dallas County

Truth N Taxation Refresher
Ms. Connie Rose, Director of Education, McCreary, Veselka, Bragg & Allen PC

DWI Summit - Victoria | Jun. 6

Thursday, June 6

Pre-Trial Issues
Hon. Mary Cunningham, Judicial Program Manager, Texas Association of Counties
Handout 1: Cunningham - Pre-Trial Issues

Sentencing Alternatives
Hon. Randy Gray, Judge, Comal County Court at Law
Handout 2: Gray - Sentencing Alternatives

Blood Search Warrants
Mr. Wayln Thompson, ADA, Jefferson County
Handout 3: Thompson - New World of Video and Blood

Conference of the County Investment Academy | Jun. 3-5

Monday, June 3

Ethical Decision Making in Investments
Dr. Michael McMillan, Director, Ethics Education, CFA Institute

Diversification of Portfolio and Risks
Dr. Holland Toles, Ph.D., CFA, Department of Finance and Economics, McCoy College of Business Administration, Texas State University

Navigating Through a Bank Failure
Mr. Kevin Franks, Director of Pricing and Profitability, Cadence Bank, N.A.
Ms. Katrina King, Executive Vice President of Treasury Management, Cadence Bank, N.A.
Ms. Kacy Owsley, EVP Director of Client Consulting, Cadence Bank, N.A.
Ms. Cathy K. Davis, Resolutions and Closings Manager, Federal Deposit Insurance Corporation (FDIC), Division of Resolutions and Receiverships

Tuesday, June 4

Mortgage Backed Securities (MBA) Reforms: Changes and Consequences
Mr. Chris Mier, Managing Director, Loop Capital

Investment Accounting
Ms. Emily Upshaw, Associate, Valley View Consulting, LLC

Investing in Municipal Bonds
Mr. Michael Medanich, Vice President, HilltopSecurities, Inc.

Effective Managing Across Generations in Investing
Dr. Rob Konopaske, Director, Institute for Global Business, Department of Management, McCoy College of Business, Texas State University

Common Mistakes Managing Investment Portfolios
Mr. Greg Warner, Director, Senior Portfolio Manager, HilltopSecurities Asset Management

Wednesday, June 5

Brokered CDs: A Deeper Dive
Mr. Sam Vaughan, Vice President, Financial Northeastern Companies

Vetting Financial Professionals
Mr. Robert Elder, Communications & Investor Education Coordinator, Texas State Securities Board

North and East Texas County Judges and Commissioners Association Conference | May 13-16

Monday, May 13

Overview of Statutory Requirements for County Budgeting
Speaker: Hon. Mary Cunningham, Judicial Program Manager, Texas Association of Counties

Calculating and Setting the Tax Rate
Speaker: Hon. Tammy J. McRae, Montgomery County Tax Assessor-Collector

Effectively Communicating with Constituents
Speaker: Dr. Peter McGuill, Director, V.G. Young Institute of County Government, Texas A&M AgriLife Extension Service

Tuesday, May 14

Surviving an Active Shooter
Keynote speaker: Mr. Stephen Daniel, Senior Community Liaison, Houston Police Department

Commissioners Education Session

Basic Road Construction
Speaker: Mr. Don Bonifay, Owner, Bonifay & Associates, Engineering and Construction Management

4.004 County Purchasing: Road Equipment and Materials
Speaker: Mr. Bob Bass, Partner, Allison Bass & Magee, LLP

4.002 Personnel Policy: Payroll
Speaker: Ms. Diana Cecil, Human Resource Consultant, Texas Association of Counties

Judicial Education Session

Ethics for County Judges
Speaker: Mr. Eric Vinson, Executive Director, State Commission on Judicial Conduct

Adjudicating Criminal Cases: Magistration on Trial
Speaker: Hon. Mary Cunningham, Judicial Program Manager, Texas Association of Counties

Occupational Driver Licenses
Speaker: Hon. Garry Merritt, General Counsel and Director, Legal and Legislative Services, Texas Association of Counties

Wednesday, May 15

4.014 Ethics: Abuse of Power
Speaker: Hon. Jarvis Parsons, Brazos County District Attorney

Public Power Pool: Texas Counties Can Lower Electric Rates by Working Together
Speakers: Mr. Brandon Fowler, Principal, Enstrat Analytics
Mr. David Quin, Program Manager, P3, Conference of Urban Counties

2.004 District Clerk
Speaker: Hon. Patti L. Henry, Chambers County District Clerk

2.016 Community Supervision and Corrections Department
Speaker: Ms. Jennifer Goerig, Director, Brazos County Community Supervision and Corrections

Thursday, May 16

4.007 Basic Taxation
Speaker: Hon. B. Glen Whitley, Tarrant County Judge

3.002 Commissions and Committees: Texas Commission on Jail Standards
Speakers: Hon. Bill Stoudt, Gregg County Judge
Mr. Brandon Wood, Executive Director, Texas Commissioner on Jail Standards

 

Probate Academy | May 8-10

Wed. May 8

General Session

Probate Overview
Prof. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law
Handout 1: Probate Overview

Alternatives to Regular Probate
Prof. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law
Handout 2: Alternatives to Regular Probate
Handout 2a: Alternatives to Regular Probate

Basics of a Texas Will
Prof. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law
Handout 3: Basics of a Texas Will

Judge Breakout Session

Unusual Will Provisions and Enforcement Issues
Prof. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law
Handout 4: Unusual Will Provisions and Enforcement Issues

Intestate Succession
Prof. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law
Handout 5: Intestate Succession
Handout 5a: Intestate Succession

Ethical Considerations for Probate Judges
Hon. Tramer Woytek, Judge, Lavaca County
Handout 6: Ethical Considerations for Probate Judges

Clerk Breakout Session

Independent & Dependent Administration and Determination of Heirship
Hon. Rose Pietsch, County Clerk, Bastrop County
Hon. Julie Smith, County Clerk, Potter County
Handout 8: Independent & Dependent Administration and Determination of Heirship
Handout 8a: Forms
Handout 8b: Probate Fee Schedule effective 1.1
Handout 8c: Determination of Heirship Probate Academy Posting Chart
Handout 8d: Determination of Heirship Probate Academy Servicing Chart

Muniment of Title and Small Estates
Hon. Heidi Easley, County Clerk, Victoria County
Handout 9: Muniment of Title and Small Estates
Handout 9a: Estates Code - Muniment of Title
Handout 9b: CCL Policy Regarding Pro Se Applicants
Handout 9c: Estates Code - Small Estate Affidavit
Handout 9d: SEA Checklist
Handout 9e: SEA - Affadavit
Handout 9f: SEA Order

Wills for Safekeeping and Drop Off
Hon. Mark Staples, County Clerk, Anderson County
Handout 10: Wills for Safekeeping and Drop Off

Thur. May 9

General Session

Guardianship Overview
Ms. Sarah Patel Pacheco, Attorney, Crain Caton & James
Handout 11: Guardianship Overview

Judge Breakout Session

The Role of the Ad Litem
Ms. Sarah Patel Pacheco, Attorney, Crain Caton & James
Handout 12: The Role of the Ad Litem

Enforcement Issues in Guardianships
Ms. Sarah Patel Pacheco, Attorney, Crain Caton & James
Handout 13: Enforcement Issues in Guardianships

Emergency Detention Orders
Hon. Linda Bayless, Judge, Burnet County Court at Law
Handout 15: Emergency Detention Orders

Clerk Breakout Session

Terms & Tabs: Probate
Hon. Heidi Easley, County Clerk, Victoria County
Hon. Donece Gregory, County Clerk, Tyler County
Hon. Beth Rothermel, County Clerk, Washington County
Hon. Mark Staples, County Clerk, Anderson County
Handout 16: Terms & Tabs Probate

Guardianship-Filing a Case
Hon. Rose Pietsch, County Clerk, Bastrop County
Hon. Beth Rothermel, County Clerk, Washington County
Handout 17: Guardianship-Filing a Case
Handout 17a: Appendices

Reporting Requirements and Records Retention
Hon. Janette Green, County Clerk, Palo Pinto County
Hon. Donece Gregory, County Clerk, Tyler County
Handout 18: Reporting Requirements and Records Retention
Handout 18a: Records Retention

Certifying and Exemplifying Wills
Hon. Bena Herster, District/County Clerk, Briscoe County
Handout 19: 3 Way Certification

General Session

Annual Reports and Accountings
Hon. Ann-Marie Carruth, Judge, Lubbock County Court at Law
Handout 20: Annual Reports and Accountings

Probate and Guardianship Family Feud
Hon. Deborah Rushing, Yoakum County Clerk
Handout 21: Probate and Guardianship Family Feud

Fri. May 10

Judge Breakout Session

Case Law Update
Prof. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law
Handout 22: Case Law Update
Handout 22a: Case Law Update

Probate Legislative Update
Prof. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law
Handout 23: Probate Legislative Update
Handout 23a: Legislative Update

Clerk Breakout Session

Fees: Probate and Guardianship
Hon. Janette Green, County Clerk, Palo Pinto County
Hon. Donece Gregory, County Clerk, Tyler County
Handout 24: Fees Probate and Guardianship
Handout 24a: Guardianship Fees
Handout 24b: Probate Fees
Handout 24c: Small Estates

90th Annual West Texas County Judges and Commissioners Conference | Apr. 23-26

Tuesday, April 23 (Early Bird Session)

Overview of Statutory Requirements for County Budgeting and Setting the Budget Calendar
Speaker: Hon. Mary Cunningham, Judicial Program Manager, Texas Association of Counties
Handout

Calculating and Setting  the Tax Rate
Speaker: Hon. Christina McMurray, Randall County Tax Assessor-Collector

Effectively Communicating with Constituents
Speaker: Dr. Peter McGuill, Director, V.G. Young Institute of County Government, Texas A&M AgriLife Extension Service

Wednesday, April 24

4.014 Ethical Leadership
Speaker: Hon. Mike Keasler, Judge, Texas Court of Criminal Appeals

4.007 Basic Taxation: Effects of Revenue Caps on County Budgets
Speaker: Hon. B. Glen Whitley, Tarrant County Judge

County Road Maintenance: Erosion Control
Speaker: Mr. Troy Headings, P.E., Field Engineer,
Natural Resources Conservation Service,
U.S. Department of Agriculture

4.004 County Purchasing: Road Equipment and Material Purchases
Speaker: Mr. Bob Bass, Partner, Allison, Bass &Magee, LLP

Dealing with County Road Funding
Speaker: Hon. Daryl Fowler, DeWitt County Judge

4.002 Personnel Policy: Payroll
Speaker: Ms. Michele Arseneau, HR Consultant,
Texas Association of Counties

Thursday, April 25

3.002 Commissions and Committees: Jail Standards
Speakers: Dr. Sarah Dingus, MED, LPL, Director of Forensics, Lubbock County
Hon. Kelly Rowe, Lubbock County Sheriff

Emergency Management
Speaker: Ms. Erica McDowell, Lubbock District Coordinator, Texas Division of Emergency Management

4.015 Records Management
Speaker: Mr. Benjamin Barlow, Government Information Analyst, State and Local Records Management Division, Texas State Library and Archives Commission

4.019 Voting Machine Issues
Speaker: Ms. Dorothy Kennedy, Elections
Administrator, Lubbock County

2.004 District Clerk
Speaker: Hon. Sherri Jones, Wheeler County District Clerk

Friday, April 26

4.012 Personnel: County Retirement
Speaker: Ms. Amy Campbell, Manager of Employer Services, Texas County & District Retirement System (TCDRS)

47th Annual County Treasurers' Continuing Education Seminar | Apr. 15-18

Monday, Apr. 15

FLSA and Calculating Pay
Ms. Michele Arseneau, Human Resources Consultant, Texas Association of Counties

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

Unemployment and Document
Ms. Michele Arseneau, Human Resources Consultant, Texas Association of Counties

Tuesday, Apr. 16

Cyber Fraud – A Daily Threat
Mr. Tim Kreitzer, Senior Vice President/Regional Manager-Texas, Wells Fargo Bank, N.A

$$$ Managing Investment Portfolios with Confidence
Mr. Samuel Vaughan, Vice President, Financial Northeastern Companies

Open Records Request: What to Do When You Receive One
Mr. Paul Miles, Associate General Counsel, Texas Association of Counties

Tax Abatement
Mr. Robert Bass, Partner, Allison, Bass & Magee, LLP

Getting to Know the County Government System – County Judge
Hon. Charles Bradley, Schleicher County Judge

Concurrent Sessions:

County Purchasing
Mr. Dustin Klein, Procurement Supervisor, Tom Green County

Unclaimed Property Reporting for County Offices
Unclaimed Property Texas Statutes
Unclaimed Property Reporting Instructions
Unclaimed Property Manual Online Reporting
Ms. Ashley Bullock, Holder Reporting and Education, Unclaimed Property Division, Texas Comptroller of Public Accounts

TCDRS is Doing Retirement Right
Ms. Leslie Barron, Employer Services Management Analyst, Texas County & District Retirement System
Ms. Kim Kizer, Director of Employer Services, Texas County & District Retirement System

Wednesday, Apr. 17

Controlling Costs and Improving Outcomes: TAC Health Pool Pharmacy Program
Mr. Quincy Quinlan, Director, Health and Benefits Services Department, Texas Association of Counties

$$$ Presentation on Bond Basics
Mr. Ben Rosenberg, Managing Director-Public Finance, U.S. Capital Advisors LLC

$$$ Fine Tuning Your Investment Policy
Mr. Tony Sekaly, Managing Director, Public Trust Advisors, Program Administrator for Texas CLASS
Hon. Melinda “Lyndy” Krause, Lee County Treasurer
Hon. Rhonda Burkhart, Hill County Treasurer
Hon. Renee Couch, Comal County Treasurer

Thursday, Apr. 18

FMLA Administration and ADAAA Accommodations
Ms. Michele Arseneau, Human Resources Consultant, Texas Association of Counties

$$$ RFP (Request for Proposal) Best Practices and Speaking the Language
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

The Budget Process
Mr. Garry Merritt, Legal & Legislative Services Director & General Counsel, Texas Association of Counties

County Management & Risk Conference | Apr. 10-11

Wednesday, April 10

Here Today … Gone Tomorrow – A Guide for Hiring, Firing or Retiring
Ms. Stacy Corluccio, Claims Manager, TAC
Mr. Rollie Ford, Human Resources Consultant, TAC

4 Corners: Your County's Response to Officer-Involved Shootings
Ms. Robbie Barrera, Sergeant, Texas Department of Public Safety
Mr. Gary Henderson, Law Enforcement Consultant, TAC
Mr. Terry Pickering, Law Enforcement Consultant, TAC
Mr. Mike Thompson, Associate General Counsel, TAC

MISSION IMPOSSIBLE
Ms. Lucia Espinoza, Underwriter, TAC
Ms. Kelly Flores, Underwriting and Member Services Manager, TAC
Mr. Todd Kisel, Risk Management Consultant, TAC
Ms. Lisa McCaig, Risk Management Consultant, TAC
Mr. Victor Uvalle, Risk Management Consultant, TAC

Discover the Magic Bullet: "I Like to Move It Move It"
Mr. Mark Zollitsch, Wellness Consultant, TAC

Facts About Pharmacy
Mr. Thomas Nguyen, Clinical Account Executive, Navitus Health Solutions

Thursday, April 11

Workplace Violence and Assessing Threats: Awareness for Your County's Safety
Ms. Michele Arseneau, Human Resources Consultant, TAC
Mr. Clem Zabalza, Risk Control Manager, TAC

Finding the Root: The Importance of Root Cause Analysis for Incident Prevention
Mr. Isaac Garcia, Risk Control Consultant, TAC

Reduce Catastrophic Losses by Avoiding the Path of Least Resilience
Mr. Michael Manders, Assistant Auditor, Chambers County
Mr. Robert Ruiz, Associate Director of Risk Management Services, TAC
Mr. William Vola, Deputy Emergency Manager, Chambers County
Mr. Rick Whitworth, Senior Regional Consultant, Young & Associates

Creating an Ongoing Health Marketing Strategy in Your County: How-to Guide
Ms. Shameria Davis, Wellness Consultant, TAC

Health Care Reform Update
Mr. Quincy Quinlan, Health and Benefits Services Director, TAC

Professionalism, Diversity and Valuing Differences in the Workplace
Mr. Mark Warren, Training Consultant, TAC

Safety and Human Resource Policies: What Every County Should Have and Why
Mr. Larry Boccaccio, Risk Control Consultant, TAC
Ms. Mary Ann Saenz-Thompson, Human Resources Consultant, TAC

Law Enforcement Non-Death Claims and the Impact on a County
Mr. Eric Magee, Partner, Allison, Bass & Magee, LLP
Mr. Larry Simmons, Principal, Germer Law Firm

Discover the Magic Bullet: “I Like to Move It Move It” (repeated)
Mr. Mark Zollitsch, Wellness Consultant, TAC

Facts About Pharmacy (repeated)
Mr. Thomas Nguyen, Clinical Account Executive, Navitus Health Solutions

How to Conduct a Human Resources Risk Audit
Ms. Michele Arseneau, Human Resources Consultant, TAC
Ms. Diana Cecil, Senior Human Resources Consultant, TAC

Current Trends in Jail Operations: It's More Than Just a Sheriff's Problem
Mr. Thomas Kerss, Senior Law Enforcement Consultant, TAC
Mr. David Whitis, Law Enforcement Consultant, TAC

Looking Forward: The Changing Climate of Workers' Compensation
Ms. Stacy Corluccio, Claims Manager, TAC

Stir the Pot with Nutritional Ingredients
Ms. Stacey Bruington, Wellness Consultant, TAC

Overview of Medicare
Ms. Sheri Harmon-Butts, Strategic Account Executive, United Healthcare Retiree Solution

The Anatomy of an Employment Civil Lawsuit
Ms. Joanna Salinas, Partner, Fletcher Farley
Mr. Mike Thompson, Associate General Counsel, TAC

The Physics and Body Mechanics of Slips, Trips and Falls
Mr. Clem Zabalza, Risk Control Manager, TAC

Critical Risks Impacting Texas Counties and their Budgets
Ms. Stacy Corluccio, Claims Manager, TAC
Mr. Robert Ruiz, Associate Director of Risk Management Services, TAC

Why Oh Why Did They Do That? Keys to Motivation and Behavior Change and How to Maximize Participation
Mr. Mark Zollitsch, Wellness Consultant, TAC

Unemployment Mock Hearing
Ms. Cynthia Brennan, Unemployment Fund Program Specialist, TAC

Coordinating Medical Treatment for Desired Outcomes in Workers' Compensation: A Panel Discussion
Ms. Helana Barmore, Workers' Compensation Claims Manager, York Risk Services Group
Dr. Edward Bernacki, Professor of Population Health, UT Austin Dell Medical School
Ms. Stacy Corluccio, Claims Manager, TAC
Ms. Jerri Hettinger, Human Resources Director, Comal County
Handout

Spring Judicial Education Session | Mar. 27-29

Wednesday, Mar. 27

Judicial Discretion
Speaker: Hon. Susan M. Redford, Executive Director, Texas Association of Counties
Presentation

Inquests
Speaker: Hon. David Cobos, Justice of the Peace, Pct. 2, Midland County
Presentation
Handout

Protective Orders
Speaker: Hon. Mary Cunningham, Judicial Program Manager, Texas Association of Counties
Presentation

Lunch & Learn: Impaired Driving and the Effects of Marihuana on Texas Roads and Lakes
Speaker: Ms. Kelsey Downing, Assistant County District Attorney, Aransas County
Presentation

Judicial Legislative Update
Speaker: Hon. Garry Merritt, General Counsel and Director of Legal and Legislative Services, Texas Association of Counties
Handout

Pretrial Diversions
Speaker: Hon. Becky Lange, County Attorney, Llano County
Presentation

Thursday, Mar. 28

Mental Health Issues in Juvenile Cases
Speaker: Hon. Brett Bray, Blanco County Judge
Presentation

Texas Juvenile Justice Department Regionalization Update
Speakers: Ms. Ashley Kintzer, Regionalization Planner, Texas Juvenile Justice Department
Mr. Mark Williams, Regional Program Administrator, Texas Juvenile Justice Department
Presentation

Bail Bond Forfeitures
Speaker: Mr. Andrew Wipke, Assistant District Attorney, Lubbock County District Attorney’s Office
Presentation

Successfully Managing Guardianship Cases
Speakers: Mr. Jeff Rinard, Certification Division Director, Office of Court Administration
Ms. Cryctal Spradley, Assistant Director of Court Administration, Lubbock County
Presentation
Handout

Sentencing Options, Terms of Probation and Probation Revocations
Speaker: Hon. Deborah Earley, County Attorney, Blanco County
Presentation

Alternatives to Regular Probate
Speaker: Professor Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law
Presentation

Friday, Mar. 29

Social Media and Ethics for Judges
Speaker: Hon. M. Sue Kurita, Judge, El Paso County Court at Law No. 6
Presentation

DWI Case Law Update
Speaker: Hon. Ryan Kellus Turner, General Counsel and Director of Education, Texas Municipal Courts Education Center
Presentation

Healthy County Boot Camp | Feb. 21-22

Thursday, Feb. 21

Healthy County in 2029
Quincy Quinlan

Need to Know: Coordinator Orientation
Carrye Chen and Sonic Boom
 
Think Tanks Breakouts

Creating an Ongoing Health Marketing Strategy in Your County: How to Guide
Shameria Davis

Why Oh Why Did They Do That?: Keys to Motivation and Behavior Change, and How To Maximize Participation
Mark Zollitsch

Wellness Incentives: Is Your Plan in Compliance?
Vivian Hunter Turner

V.G. Young Institute: School for County Commissioners Court - Judicial Education - Feb. 20

Wednesday, Feb. 20

Magistration and Indigent Defendants
Speaker: Mr. Scott Ehlers, Special Counsel, Texas Indigent Defense Commission
Handout

Blood Warrants and Evidence in DWI Cases
Speaker: Mr. Wayln Thompson, Assistant District Attorney, Jefferson County

Commissioners Court Administrative Training Program | Feb. 19 - Jun. 10

Overview of County Budgeting
Various speakers at different locations
Handout 1: Budgeting

Setting Tax Rates
Various speakers at different locations
Handout 2: Setting the Tax Rate

Demonstrating the Public Benefit of County Expenditures
Dr. Peter McGuill, Director, V.G. Young Institute of County Government
Handout 3: Communicating with Constituents

County Court Assistants Training Conference | Feb. 13-15

Wednesday, Feb. 13

The County Budget: Tips, Tricks and Tools for Survival
Speaker: Hon. Susan M. Redford, Executive Director, Texas Association of Counties
 
Open Records and Records Retention
Speaker: Mr. Paul Miles, Associate General Counsel, Texas Association of Counties

The Essence of Harmony in the Workplace
Speaker: Mr. Mark Warren, Consultant, Texas Association of Counties

Thursday, Feb. 14 

Legislative Update
Speaker: Mr. Jim Allison, Partner, Allison, Bass & Magee, LLP

Court Security
Speakers: Mr. Hector Gomez, Court Security Director, Office of Court Administration
Mr. Thomas Kerss, Law Enforcement Consultant, Texas Association of Counties

Open Meetings
Speaker: Mr. Paul Miles, Associate General Counsel, Texas Association of Counties

Stress Management
Speaker: Mr. Mark Zollitsch, Wellness Consultant, Texas Association of Counties

Friday, Feb. 15

Social Media Ethics for Court Assistants
Speaker: Hon. M. Sue Kurita, Judge, El Paso County Court at Law No. 6

Commissioners Courts Agendas and Postings
Speaker: Hon. Mary Cunningham, Judicial Program Manager, Texas Association of Counties

Guardianship Update
Speaker: Mr. Jeff Rinard, Director, Judicial Branch Certification Commission, Office of Court Administration

Judicial Orientation for New County Judges | Jan. 28 - Feb. 1

Monday, Jan. 28

An Introduction to the Office of Court Administration
Speaker: Mr. David Slayton, Administrative Director, Office of Court Administration
Presentation
Handout

Introduction to the Code of Judicial Conduct
Speaker: Mr. Eric Vinson, Executive Director, State Commission on Judicial Conduct
Presentation
Handout

Judicial Resources
Speaker: Ms. Kristi Shepperson, Operations Manager, Texas Association of Counties
Presentation

The Basics of a Court Docket
Speaker: Ms. Aurora Zamora, Court Consultant, Office of Court Administration
Presentation
Handout #1
Handout #2
Handout #3

Tips for Docket Management
Speaker: Hon. Kim Halfmann, Glasscock County Judge
Hon. Robert Newsom, Hopkins County Judge
Hon. Stephanie Moreno, Bee County Judge
Presentation

Tuesday, Jan. 29

Introduction to Evidence
Speaker: Professor Dustin Benham, Professor of Law, Texas Tech University School of Law
Handout

Criminal Law Overview
Speaker: Professor Donnie Yandell, Clinical Instructor, Texas Tech University School of Law; Chief Public Defender, Caprock Regional Public Defender Office
Presentation

Juvenile Law Overview
Speaker: Ms. Cassandra Cheek, Assistant District Attorney, Andrews County
Handout

Lunch & Learn: Texas A&M AgriLife Extension Service
Speakers: Dr. Peter J. McGuill, Director, V.G. Young Institute of County Government
Dr. Jeff Ripley, Associate Director – County Operations, Texas A&M AgriLife Extension Service
Presentation

Guardianships
Speaker: Hon. Rex Fields, Eastland County Judge
Handout #1
Handout #2
Handout #3

Mental Health Proceedings
Speaker: Professor Brian Shannon, Paul Whitfield Horn Professor, Texas Tech University School of Law
Presentation

Probate Overview
Speaker: Professor Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law
Presentation

Thursday, Jan. 31

Ex Parte Communications and Pro Se Litigants
Speaker: Hon. Greg Holly, Ward County Judge
Presentation

Controlling Your Courtroom: Contempt Proceedings
Speaker: Hon. Robert Newsom, Hopkins County Judge
Presentation

Appeals from the Justice Court
Speaker: Hon. Ann-Marie Carruth, Judge, County Court at Law No. 3 Lubbock County
Presentation

Lunch & Learn: The Role of the County Judges in Emergency Management
Speaker: Chief W. Nim Kidd, Chief Director for Emergency Management, Texas Division of Emergency Management
Presentation

Social Media and Ethics for Judges
Speaker: Hon. M. Sue Kurita, Judge, County Court at Law No. 6, El Paso County
Presentation

Adjudicating Criminal Cases: Magistration to Trial
Speaker: Hon. Andy Murr, Judicial Resource Liaison, Texas Association of Counties
Presentation

Sentencing Options, Terms of Probation and Probation Revocations
Speaker: Hon. Deborah Earley, Blanco County Attorney
Presentation

Indigent Defense
Speaker: Mr. Wesley Shackelford, Deputy Director, Texas Indigent Defense Commission
Presentation 

Friday, Feb. 1

Occupational Driver’s Licenses
Speaker: Hon. Garry Merritt, General Counsel and Director, Legal and Legislative Services, Texas Association of Counties
Presentation

Protective Orders
Speaker: Hon. Mary Cunningham, Judicial Program Manager, Texas Association of Counties
Presentation
Handout

Recusals, Disqualifications and Visiting Judges
Speaker: Hon. Justin Lewis, Hill County Judge
Presentation

 

CDCAT Conference | Jan. 28-31

Monday, Jan. 28

Breakout 1—Clerks 101

Quick Tips
CDCAT/CE Tracker/Judiciary Grant Money/Clerk’s Manuals
Hon. Jennifer Lindenzweig, Hunt County Clerk and CDCAT President

Records Retention- County Clerk
Hon. Joyce Hudman, Brazoria County Clerk

Records Retention- District Clerk
Hon. Tammy Kneuper, Bandera County Clerk

Fees and Employment law (Dealing with Personnel)
Hon. Velva Price, Travis County District Clerk

County Clerk Fees
Hon. Jennifer Lindenzweig, Hunt County Clerk and CDCAT President

Jury/Grand Jury & (Legal Advice vs. Legal Information handout at table)
Hon. Sharena Gilliland, Parker County District Clerk

Vitals & Self-Assessment
Hon. Judy Crawford, Crane County Combo Clerk

Clerks Records- Controlling Statutes
Ms. Karen Gladney, CDCAT General Counsel and Hon. Sheri Woodfin, Tom Green County District Clerks

Breakout 2— Elections Demystified (no handouts)

 

Breakout 3— Essential Administrative Pieces

Ethics
Ms. Katherine Howard, Associate General Counsel, Texas Association of Counties

Human Resources and FMLA
Ms. Diana Cecil, Human Resources Consultant, Texas Association of Counties

Tuesday, Jan. 29

Technology Tips: Microsoft Office and Adobe - Tools and Capabilities
Ms. Isabel Garcia, Founder and Owner, Double Click Trainers

Social Media
Mr. Dwight "Dusty" Gallivan, County Attorney, Ector County

Healthy Minds, Healthy Hearts
Ms. Ashley Cureton, Wellness Consultant, Texas Association of Counties

Unclaimed Property Reporting
Ms. Ashley Bullock, Holder Reporting and Education, Unclaimed Property, Texas Comptroller of Public Accounts

Wednesday, Jan. 30

Breakout 1: Civil Related to Criminal

Occupational Driver's License (ODL)
Mr. Scott Brumley, Potter County Attorney

Bail Bond Forfeitures, Judgements NISI, and Final Judgements
Ms. Bridget Chapman, Assistant District Attorney-Civil Division, Williamson County DA's Office

Registry of the Court
Hon. Lisa David, Williamson County District Clerk
Hon. Tammy Kneuper, Bandera County District Clerk

Fraudulent Filings
Mr. Joel Stephen, Special Agent, Federal Bureau of Investigations (FBI)
Handout 1
Handout 2
Handout 3

Breakout 2: Criminal

Inmate Mail/Jail Findings
Ms. Melinda Fletcher, Appellate Attorney, Special Prosecution Unit
Hon. Kari French, Walker County Clerk

11.07 Writs
Mr. Benjamin B. Wolff, Executive Director, Office of Capital and Forensic Writs

Records Management and Disposition
Ms. Bonnie Zuber, Government Information Analyst, Texas State Library and Archives Commission

Appeals - All (JP-County-District)
Hon. Kari French, Walker County Clerk
Hon. Eric Garza, Cameron County Clerk

Breakout 3: Miscellaneous

TxEver and Local Registrars (pending)
Mr. Gaetan Carpentier, Field Representative, Department of State Health Services-Vital Statistics Section

Transfer Cases
Hon. Sharena Gilliland, Parker County District Clerk

Remote Online Notarization - New Challenges?
Mr. Roland Love, Vice President, Independence Title Company
Mr. Robert M. Sumners, Director of Government Filings, Office of the Texas Secretary of State

Juvenile Records
Ms. Kaci Singer, Senior Staff Attorney, Texas Juvenile Justice Department

Thursday, Jan. 31

eFile/re:Search TX
Ms. Tracy Hopper, IT Administrator, Harris County District Clerk's Office 

Cost Rules for Public Information
Ms. Jahnna Ward, Assistant Attorney General, Office of the Attorney General 

Dynamics of Human Trafficking
Ms. Laramie Gorbett, Human Trafficking Specialist, Texas Association Against Sexual Assault

2018

Preparing to Take Office Agenda | Dec. 31

Basics of the County Government System

TAC Services Overview

Trends in HR: Top 10 Management Challenges
HR Disciplinary Statement
HR Discipline Reminders
HR Interview Questions
HR Pre-Termination Checklist
HR Sample County Job Description

Open Government 101: Public Information Act and Open Meetings Act
Handout

Working with the Legislature

Open Government 102: Conflicts of Interest, Nepotism and Ethics
Handout

Working Effectively in County Government

New Treasurers' Seminar | Dec. 12-14

Wednesday, December 12

TCDRS is Doing Retirement RIght
Ms. Leslie Barron, Employer Services Management Analyst, Texas County & District Retirement System
Ms. Kim Kizer, Director of Employer Services, Texas County & District Retirement System

Payroll Basics
Hon. Jennifer Henderson, Schleicher County Treasurer

Federal and State Employent Laws
Ms. Michele Arseneau, Human Resources Consultant, Texas Association of Counties

Thursday, December 13

State Court Fees and Intro to Webfiling your State Returns
Mr. Rod Dietz, Program Specialist, Texas Comptroller of Public Accounts
Ms. Kimberly Boatman, Program Manager, Texas Comptroller of Public Accounts

Depository Contracts and Collateralization and Safekeeping Services
Hon. Mitzi Baker, Midland County Treasurer

Financial Reports Required by Statute
Hon. Dianna Spieker, Tom Green County Treasurer

Friday, December 14

Introduction to the Texas Association of Counties and Its Many Services
Mr. Alan Bristol, County Relations Officer, Texas Association of Counties

Texas Association of Counties Legal Services
Mr. Garry Merritt, General Counsel and Director, Texas Association of Counties

Texas Association of Counties Legislative Services
Ms. Aurora Flores, Legislative Manager, Texas Association of Counties

 

Fall Judicial | Nov. 14-16

Wednesday, November 14

Inquests
Hon. David Cobos, Justice of the Peace, Pct. 2, Midland County
1a. handout
1b. handout
1c. handout
1d. handout

Mental Health Evaluations and Compliance
Mr. Brandon Wood, Executive Director, Texas Commission on Jail Standards

Judicial Emergency Preparedness
Mr. Chuck Phinney, State Coordinator, Preparedness, Texas Division of Emergency Management

Protective Orders
Hon. Mary Cunningham, Llano County Judge

Alternatives to Probate
Hon. Susan M. Redford, Associate Executive Director/Judicial Program Manager, TAC

Thursday, November 15

Mental Health Issues in Juvenile Cases
Mr. Jim Huggler, Attorney, Law Office of James W. Huggler

Texas Juvenile Justice Department Regionalization Update
Mr. Lou Serrano, Senior Director of Probation and Community Services, Texas Juvenile Justice Department
Ms. Ashley Kinzler, Planner for Regionalization, Texas Juvenile Justice Department

Adult Probation: Terms, Conditions, and Revocations
Hon. Deborah Earley, County Attorney, Blanco County
1a. handout
1b. handout

Friday, November 16

Social Media and Ethics for Judges
Hon. M. Sue Kurita, Judge, El Paso County

DWI Case Law Update
Hon. Ryan Kellus Turner, General Counsel & Director of Education, Texas Municipal Court Education Center
1a. handout
 
Judicial Legislative Preview
Mr. Jim Allison, Partner, Allison, Bass & Magee LLP

 

Texas Public Funds Investment | Nov. 8-9

Thursday, November 8

Ethics in Investments
Dr. Michael McMillan, Director, Ethics Education CFA Institute

Banking Like You Mean It
Ms. Linda Patterson, President, Patterson & Associates

Collateralization and Safekeeping Services
Ms. Susan Anderson, Valley View Consulting, LLC

Everything You Wanted To Know About Supranationals But Were Afraid to Ask
Ms. Laura Fan, Head of Funding, Inter-American Development Bank (IADB)

Common Mistakes in Managing Your Investment Portfolio
Scott McIntyre, Managing Director, FirstSouthwest Asset Management

Economic and Financial Market Update
Ms. Gray Lepley, Senior Analyst, PFM Asset Management LLC

Free Trade, Fair Trade & Tariffs
Dr. William Chittenden, Ph.D., CTP, Associate Dean for Graduate Programs, McCoy College of Business Administration, Texas State University

Friday, November 9

The Accelerating Evolution of Financial Markets
Dr. Holland Toles, Ph.D., CF, Department of Finance and Economics, McCoy College of Business Administration, Texas State University
 
Cybersecurity – No Need to Panic – A Practical Approach to Protecting Yourself
Mr. Tom Clark, Chief Information Officer, Cadence Bank

Effective Managing Across Generations in Investing
Dr. Rob Konopaske, Director, Institute for Global Business, Department of Management, McCoy College of Business, Texas State University

73rd Annual Texas Association of County Auditors Fall Conference | Oct. 16-18

Tuesday, October 16

Hack Your Brain: Emotional Intelligence at Work and Beyond
Dr. Lindsay Bira, LLC, Clinical Health Psychologist

Investment Policies and Strategies
Scott McIntyre, Senior Portfolio Manager, Managing Director, First Southwest Asset Management

Updates from the Texas County & District Retirement System
Amy Campbell, Employer Services Manager, Texas County & District Retirement System

When in Doubt, Give Us a Shout — Purchasing Training
Mary Quiñones, Purchasing Agent, Bexar County Auditor's Office

Wednesday, October 17

Workshop: Hack Your Brain: Tools and Tips for Building Emotional Intelligence
Dr. Lindsay Bira, LLC, Clinical Health Psychologist

Auditing District Clerk Registry Accounts
Richard Galindo, Certified Public Accountant, Garza/Gonzalez & Associates CPAs

Current Trends in Cybersecurity
Steve Gemperle, Senior Special Agent, US Secret Service

IT Cybersecurity for Counties
Michael Cheng, Head of Information Security, Bexar County

Hotel Occupancy Tax Review
Patrick Grabiec, Staff Auditor, Bexar County Auditor's Office

Discover the Magic Bullet: I Like To Move It Move It!
Mark Zollitsch, Wellness Consultant, Health and Benefits Services, Texas Association of Counties

Thursday, October 18

Texas Department of Motor Vehicles (TxDMV) Fraud
Sandra Menjivar-Suddeath, Internal Audit Director on Fraud, Texas Department of Motor Vehicles
Charlie Escobedo, TxDMV Field Service Manager, Compliance & Investigations Division
Sarah Swanson, TxDMV Interim General Counsel, Office of General Counsel

Grants: Opportunities and Challenges
Allen Castro, Ph.D, Grants Manager, Planning and Resource Manager, Bexar County

Pink Bats: Turning Problems Into Solutions
J. Mark Warren, Training Consultant, Texas Association of Counties

96th Annual CJCA Conference | Oct. 8

2.002 County Commissioner
Mr. Don Bonifay, Owner, Bonifay & Associates, Engineering and Construction Management

3.006 Personnel Policies
Ms. Michele Arseneau, Human Resources Consultant, Texas Association of Counties

4.004 County Purchasing: Contract Compliance
Ms. Bonnie Floyd, Purchasing Agent, Travis County
Ms. Tenley Aldredge, Contract Compliance Director, Travis County

3.002 Commissions and Committees: Jail Standards
Mr. Brandon Wood, Executive Director, Texas Commission on Jail Standards

4.003 County Investment Policies
Mr. G. Murphy Davis, Chairman, Sentry Management, Inc.

2.007 County Sheriff
Hon. Brian Hawthorne, Chambers County Sheriff

2.015 Juvenile Probation Officer
Hon. Stephanie A. Moreno, Bee County Judge

2.008 County Attorney
Hon. John Fleming, Nacogdoches County Attorney

4.023 Grant Seeking: Disaster Relief
Hon. Brian Olsen, Aransas County Commissioner
Mr. Pete Phillips, Senior Deputy Director, Community Development and Revitalization, Texas General Land Office
Mr. Charles Wemple, Executive Director, Houston-Galveston Area Council

3.016 County Roads: Funding Issues
Mr. Bob Bass, Partner, Allison, Bass & Magee, LLP
Mr. Trent Thomas, State Legislative Affairs Director, Texas Department of Transportation

3.014 Specialized Districts
Mr. Jared Cosper, EMS Chief, Montgomery County Hospital District
Mr. Mark Jack, Commissioner, Parker County Emergency Services District #1; President, SAFE-D Board Mr. Chris Ulmann, P.E., Districts Section Manager, Texas Commission of Environmental Quality

70th Annual County Treasurers' Association Conference | Sept. 17-20

Tuesday, Sept. 18

Why Can’t We All Just Get Along: Finding Value in Inter- and Intra-County Relationships
Hon. Susan Redford, Judicial Program Manager and Incoming Executive Director, Texas Association of Counties

Economic Update
Mr. Charles Dougherty, Vice President and Economist, Wells Fargo Securities, LLC.

Wednesday, Sept. 19

The Disaster Declaration: How does it Start and What is the Treasurer’s Role?
Mr. Dale Little, Midland County Fire Marshall/Emergency Management Coordinator
Ms. Becky Pursur, TDEM

Critical Strategies to Control Your County’s Healthcare Costs
Mr. Mark Zollitsch, Wellness Consultant, Texas Association of Counties

Public Funds Investment Act: 85^th Legislature Updates and Internal Control Considerations
Mr. Tony Sekaly, Managing Director, Public Trust Advisors, Program Administrator for Texas CLASS
Mr. Daniel Graves, Partner, CPA, Risk Advisory Services, Weaver
*Part 1
*Part 2

Interviewing and Hiring for Success
Ms. Diana Cecil, Senior Human Resources Consultant, Texas Association of Counties

Improve Your Financial Well-Being with 457 Plans
Ms. Whitney Brady, Investments-Retirement Plans-Insurance, Plan Member Securities
Mr. Jamal Ford, Security Benefit

Thursday, Sept. 20

Open Records Request – What to Do When You Receive One
Mr. Paul Miles, Associate General Counsel, Texas Association of Counties

Ratings Agencies and Texas Local Government Issuers
Mr. Samuel E. Vaughan, Assistant Vice President, Financial Northeastern Companies
Mr. Jose Acosta, Senior Director, U.S. Public Finance-Southwest Region, Fitch Ratings

 

Far West Texas CJCA | Sept. 12-14

Road Maintenance
Mr. Don Bonifay, Owner, Bonifay & Associates, Engineering and Contruction Management

Taking Quick Action to Resolve Complaints of Discrimination
Mr. Eric Magee, Partner, Allison, Bass & Magee, LLP

Social Media
Mr. Peter McGuill, Director, V.G. Young Institute of County Government

Emerging Water Issues
Mr. Ty Edwards, General Manager, Middle Pecos Groundwater Conservation District

Creating a Drug Testing Policy for CDL Drivers
Mr. Larry Boccaccio, Risk Control Consultant, Texas Association of Counties

Judicial Education Sessions

Constitutional Constraints on County Judges
Hon. Garry Merrit, General Counsel and Director, TAC

Mineral Receiverships
Hon. Greg Holly, Ward County Judge

Occupational Drivers License
Hon. Garry Merrit, General Counsel and Director, TAC
3a. Handout

Fall Panhandle CJCA | Sept. 6

Alliance for Community
Mr. Joe Abrams, Chairman, Alliance for Community Solutions
Mr. Keith Lutz, Emergency Management Coordinator, Medina County

CDCAT Inaugural Fall Conference | Sept. 5-7

Wednesday, Sept. 5

1. Introduction to Records Management
2. The Texas Bar Historical Foundation - What It Does and What It Can Do for Your County

Thursday, Sept. 6

Breakout 1 Civil Piece — District Clerks
1. Letters Rogatory & Out-of-State Subpoenas: Processes, Fees & More
2.1 Writs: All Kinds
2.2 Writs Family Code
3.1 Criminal and Civil Fees — Archive Fee
3.2 Fees presentation for 9.2018
4. The Twilight Zone - A Realm of the "Unusual"

Breakout 2 Court Piece — County Clerk
1. Trial De Novo: the Justice Court Appeal
2. Probate Overview and Update
3. OPR Recording Fees/Records Management and Archive Fee/eRecording OPR
4. The Budget Process and Tips for Survival

Friday, Sept. 7

Breakout 1 Civil Piece — District Clerk
1. District Clerk Roundtable
2. A Matter of Life and Death: Protective Orders and Misdemeanor Crimes of Domestic Violence

Breakout 2 Court Piece — County Clerks
1. Vital Statistics — Marriage, Live Birth, TxEver Death
2. County Clerk Roundtable

Legislative Conference | Aug. 29-30

Wednesday, Aug. 29

Delivering World-Class Service to your Constituents: Lessons from the Mouse
Download #1
Download #2
Dennis Snow, Snow & Associates, Inc.

Taking Responsibility for Your County's Success
Nancy H. Baird, Training Strategies, Inc.

Digital Storytelling for the Courthouse
Joel Nihlean, TAC Communications

Thursday, Aug. 30

Spotlight on Criminal Justice
Shannon Edmonds, Director of Governmental Relations, Texas District and County Attorneys Association

Understanding the Other Side of the Property Tax Equation: School Finance
Hon. Glen Whitley, Tarrant County Judge
Catherine Clark, Senior Consultant, Texas Association of School Boards

Regional Pool Workshops | Aug. 1-Nov. 28

Avoid, Deny and Defend—Keeping Yourself and Others Safe During Threat Situations

Medical Treatment and the Alliance in Workers’ Compensation: Current Roles and Future Goals

Navigating the Unemployment Compensation System to Win Claims and Reduce Costs

How to Investigate a Sexual Harassment Complaint in the Era of #MeToo and Time’s Up

Sexual Harrassment Toolkit

Health Risk Management 101

Officer Resistance Response Training and How the Public Can Remain Safe During an Emergency Response

Cultivating the TAC Health and Employee Benefits Pool Programs

Health Care Reform Update

Effective Post-Arrest & Indigent Defense Practices | Jul. 13-Aug. 23

Challenges of Implementing Fair Defense Act Requirements & Indigent Defense Grant Opportunities
Mr. Scott Ehlers, Special Counsel, Texas Indigent Defense Commission
Mr. Joel Lieurance, Senior Policy Analyst, Texas Indigent Defense Commission
1. Presentation
1a. Handout
1b. Handout
1c. Handout
1d. Handout
1e. Handout

Pre-Trial Issues
Hon. Susan Redford, Judicial Program Manager, Texas Association of Counties

Art. 16.22 Mental Assessments
Hon. Susan Redford, Judicial Program Manager, Texas Association of Counties
1. Handout

Magistration and Probably Cause
Hon. Susan Redford, Judicial Program Manager, Texas Association of Counties
1. Handout

Texas Counties and the Mentally Ill - Bridging the Gap | Jul. 19

Thursday, Jul. 19

Lunch & Learn: Mental Illness and the County - Building Partnerships

Identifying Types of Mental Health Issues

New Screening Tools for County Jails

Transportation Issues

Probate Academy | May 9-11

General Sessions

Addressing Mental Health Issues in Texas
Justice Bill Boyce, Justice, Fourteenth Court of Appeals

Guardianship Process
Ms. Donna Courville, Attorney, Boutin Jones Attorneys at Law

Office of Court Administration Guardianship Update
Mr. Jeff Rinard, Certification Division Director, Office of Court Administration
Ms. Cathy Horvath, Chief Depute/Supervisor - Courts, Guadalupe County Clerk's Office

Guardianship Legislative Update
Hon. Susan M. Redford, Judicial Program Manager, Texas Association of Counties

Heirship Proceedings
Prof. Gerry Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law

Probate Legislative Update
Prof. Gerry Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law 

Judges Breakout Sessions

Initiating and Alternatives to Guardianships
Ms. Donna Courville, Attorney, Boutin Jones Attorneys at Law

Annual Reportings & Accountings
Ms. Donna Courville, Attorney, Boutin Jones Attorneys at Law

Guardianship Case Studies
Ms. Donna Courville, Attorney, Boutin Jones Attorneys at Law

Role of Guardian and Attorney Ad Litems
Ms. Sarah Pacheco, Attorney, Crain Caton & James

Probate Case Law Update
Prof. Gerry Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law

Intestate Succession
Prof. Gerry Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law

Clerks Breakout Sessions

Guardianships
Hon. Beth Rothermel, Washington County Clerk

Texas Guardianship Registration
Mr. Jeff Rinard, Certification Division Director, Office of Court Administration
Ms. Cathy Horvath, Chief Deputy/Supervisor – Courts, Guadalupe County Clerk’s Office

Registry of the Court
Hon. Sandra Sanders, Wharton County Clerk

Probate & Guardianship Fees
Hon. Janette Green, Palo Pinto County Clerk
Hon. Donece Gregory, Tyler County Clerk

Small Estates & Muniment of Title
Hon. Heidi Easley, Victoria County Clerk

Mental Health Commitments and Assessments
Hon. Sandra Sanders, Wharton County Clerk

Safekeeping of Wills
Hon. Deborah Rushing, Yoakum County Clerk

Determination of Heirships, Independent and Dependent Administrations
Hon. Julie Smith, Potter County Clerk
Hon. Bena Hester, Briscoe County/District Clerk

Records and Reporting
Hon. Beth Rothermel, Washington County Clerk
Hon. Rose Pietsch, Bastrop County Clerk

89th Annual West Texas County Judges & Commissioners Association Conference | Apr. 25-27

Wednesday, April 25

4.010 Financial Accounting: Investments
Ms. Linda T. Patterson, President, Patterson & Associates

Opioid Epidemic as It Relates to Counties
Dr. Jessica Cance, Agency Analytics Unit Manager, Center for Health Statistics, Texas Department of State Health Services

3.004 Regulations and Legal Issues: Associate with Rights of Way
Ms. Carah Beth Bass, Attorney, Allison, Bass & Magee, LLP

Drainage Structures on County Roads
Mr. Walter Catlett, Instructor, University of Texas at Arlington, TxLTAP

Recovery: The Forgotten State of Emergency Management
Mr. Tony Crites, Associate Division Director - ITSI, Texas A&M Engineering Extension and Mr. Bill Long, Senior Training Specialist, Texas A&M Engineering Extension

Septic System Issues
Dr. Gabriele Bonaiti, Extension Program Specialist, Texas A&M AgriLife Extension
 

Thursday, April 26

Mitigating the Adverse Effects of Oil and Gas Development
Hon. Tim Addison, Yoakum County Commissioner 3.012

3.012 Interlocal Agreements
Mr. Eric Magee, Partner, Allison, Bass & Magee, LLP

Renewable Energy
Mr. H. Alan Carmichael, Managing Partner, Wetsel, Carmichael & Allen, L.L.P.

4.018 Terrorism Prevention: Cyber Security
Dr. Danny W. Davis, Senior Lecturer, Coordinator of the Executive Master in Public Service Administration, and Director of the Graduate Certificate in Homeland Security, Bush School of Government and Public Service, Texas A&M University

2.011 Constable
Hon. Michael Truitt, Denton County Constable

Friday, April 27

4.001 Bonds and Certificates of Obligation
Mr. David Mendez, Attorney, Bickerstaff Health Delgado Acosta LLP

Update on TxDOT's County Road Inventory (CRI) Project
Mr. Jason Ferrell, GIS Analyst II, Transportation Planning and Programming Division, Texas Department of Transportation

3.003 Lawmaking: Legislative Update
Mr. Jim Allison, General Counsel, County Judges and Commissioners Association of Texas

46th Annual County Treasurers’ Continuing Education Seminar | Apr. 16-18

Monday, April 16

FMLA Administration
Ms. Diana Cecil, Human Resources Consultant, Texas Association of Counties

ADAAA: Making Accommodations
Ms. Michele Arseneau, Human Resources Consultant, Texas Association of Counties

FLSA and Recordkeeping Requirements
Ms. Diana Cecil, Human Resources Consultant, Texas Association of Counties

Tuesday, April 17

Closing the Gaps Between What Sounds Good and What Gets Done
Mr. Jim Bearden, CSP

Investment Reporting within the Public Funds Investment Act
Mr. Tony Sekaly, Managing Director, Public Trust Advisors, Program Administrator for Texas CLASS

Unclaimed Property Reporting for County Offices
Ms. Ashley Bullock, Holder Reporting and Education, Unclaimed Property Division, Texas Comptroller of Public Accounts

Indigent Defense Commission
Ms. Debra Stewart, Fiscal Analyst, Texas Indigent Defense Commission

Surveying Unfunded Mandates
Mr. Nathan Cradduck, Tom Green County Auditor

What to Know about Receipts and Record Requirements for Bail Bond Companies Operating in a Bail Bond Board County
Mr. Louie Perez, Owner of Concho Bail Bonds and 24/7 Louie Perez Bail Bonds
Mr. Roger Moore, Attorney at Law

Intro to Social Media: Transparency, Citizen Engagement, Legislative Advocacy
Mr. Joel Nihlean, Communications Specialist, Texas Association of Counties

Wednesday, April 18

Policies You Should Have in Your Manual
Ms. Michele Arseneau, Human Resources Consultant, Texas Association of Counties

Depository Contracts and Collateral
Mr. Van Carter, Senior Vice President, Public Funds – Treasury Management & Depository, Frost – Banking, Investments, Insurance

An Overview of Debt Finance: Purpose, Types, and Legal Framework and Issuing Debt: Participants and Timeline
Ms. Laura Powell, Managing Director, Wells Fargo Securities
Ms. Stephanie Leibe, Senior Counsel, Norton Rose Fulbright US LLP

Intro to WebFiling your State Returns
Mr. Rod Dietz, Program Specialist, Texas Comptroller of Public Accounts
Ms. Kimberly Boatman, Program Manager, Texas Comptroller of Public AccouDebt Finance and Issuing Debt.pdfnts

Records Management Basics
Ms. Bonnie Zuber, Government Information Analyst, Texas State Library and Archives Commission

IRS Compliance Self-Assessment for State and Local Entities
Mr. Steve O’Brien, FSLG Specialist, Internal Revenue Agent, Internal Revenue Service

County Management & Risk Conference | Apr. 4-6

When You Can’t Say Something Nice, What DO You Say?

Ms. Sarita Maybin, Speaker and Author, SaritaTalk.com

Autopsy of a Public Official’s Claim
Ms. Debbie Bonner, Claims Attorney, Texas Association of Counties
Mr. Larry Simmons, Principal, Germer Law Firm

Anatomy of a Complex Workers’ Compensation Claim
Ms. Stacy Corluccio, Claims Manager, Texas Association of Counties
Ms. Helana Barmore, Workers’ Compensation Claims Manager, York Risk Services Group

Go Viral or Go Home?
Mr. Mark Zollitsch, Wellness Consultant, Texas Association of Counties

Protecting Your Property: How Well Do You Know Your Fire Systems?
Mr. Joe Szewczyk, Risk Control Consultant, Texas Association of Counties

What’s Driving Your Auto Claims?
Handout
Mr. Jack Coffey, Risk Control Consultant, Texas Association of Counties
Mr. David Whitis, Law Enforcement Consultant, Texas Association of Counties
Mr. Robert Ruiz, Associate Director of Risk Management Services, Texas Association of Counties

Fighting the Zombie Apocalypse in Your County
Ms. Shameria Davis, Wellness Consultant, Texas Association of Counties

The Complexity of Roofs: A Candid Discussion
Mr. Kevin Yandell, Property Claims Examiner, Texas Association of Counties
Mr. Isaac Garcia, Risk Control Consultant, Texas Association of Counties

Get in the Game: Finding Your Winning Strategy
Ms. Lorie Floyd, Employee Benefits Consultant, Texas Association of Counties
Mr. Ernesto Martinez, Employee Benefits Consultant, Texas Association of Counties

How to Investigate a Sexual Harassment Complaint in the Era of #MeToo & Time’s Up
Mr. Joe Bontke, Outreach Manager, U.S. Equal Employment Opportunity Commission

New Challenges and Old Problems: County Jail Operations and SB 1849
Mr. Brandon Wood, Executive Director, Texas Commission on Jail Standards

My Neck, My Back, My Neck, My Back: Airrosti
Ms. Ashley Cureton, Wellness Consultant, Texas Association of Counties

Survey Says: “Family Feud” TAC Risk Management Pool Edition
Mr. Todd Kisel, Risk Management Consultant, Texas Association of Counties
Ms. Lisa McCaig, Risk Management Consultant, Texas Association of Counties
Mr. Mike Strawn, Risk Control Manager, Texas Association of Counties
Mr. Victor Uvalle Jr., Risk Management Consultant, Texas Association of Counties

Workers’ Compensation Roundtable
Ms. Stacy Corluccio, Claims Manager, Texas Association of Counties
Ms. Helana Barmore, Workers’ Compensation Claims Manager, York Risk Services Group
Ms. Diana Cecil, Senior Human Resources Consultant, Texas Association of Counties

TAC HEBP Game Show: “Shine on You Crazy Diamond”
Ms. Rameshea Brandon, Employee Benefits Consultants, Texas Association of Counties
Ms. Kathy Davenport, Employee Benefits Consultants, Texas Association of Counties
Ms. Lorie Floyd, Employee Benefits Consultants, Texas Association of Counties
Mr. Ernesto Martinez, Employee Benefits Consultant, Texas Association of Counties

Courthouse Security
Handout
Ms. Susan Redford, Judicial Program Manager, Texas Association of Counties
Mr. Gary Henderson, Law Enforcement Consultant, Texas Association of Counties

The Role of Human Resources in a Crisis
Handout
Ms. Mary Ann Saenz-Thompson, Human Resources Consultant, Texas Association of Counties
Ms. Lori Ardion, Human Resources Manager, Orange County
Ms. Kristen Barnebey, District Attorney, Aransas County

Managing Stress and Burnout for Law Enforcement
Mr. Rick Randall, Senior Chaplin, Austin Police Department

Health Care Reform Update
Mr. Quincy Quinlan, Health and Benefits Services Director, Texas Association of Counties

Lifestyle Choices and the Impact on Claims
Handout
Dr. Paul D. Hain, Market President, North Region, Blue Cross and Blue Shield of Texas

County Court Assistants | Apr. 11-13

Wednesday, Apr. 11

Appeals from Justice Court
Ms. Thea Whalen, Executive Director, Texas Justice Court Training Center

Guardianship Registration Program and Update
Guardianship Handouts
Mr. Jeff Rinard, Director for the Judicial Branch Certficiation Commission, Office of Court Administration
Ms. Cathy Horvath, Chief Deputy/Supervisor - Courts, Guadalupe County Clerk's Office

Thursday, Apr. 12

Court Technology
Mr. David Slayton, Administrative Director, Office of Court Administration

Ethics and Social Media
Mr. Eric Vison, Executive DIrector, State Commission on Judicial Conduct

Commissioners Court Agendas, Postings and the Open Meetings Act
Speaker: Mr. Garry Merritt, General Counsel, Texas Association of Counties

Case Management
Speaker: Ms. Aurora Zamora, Court Services Consultant, Office of Court Administration

TAC Resources
Ms. Ashley Cureton, Wellness Consultant, Texas Association of Counties
Ms. Brittany Lane, County Information Resource Agency Manager, Texas Association of Counties

Friday, April 13

Defend Yourself: Security for Court Personnel
Mr. Darren Jackson, Simulator Program Supervisor, Texas Association of Counties

Discrimination in the Workplace
Ms. Michele Arseneau, Human Resources Consultant, Texas Association of Counties

Legislative Update
Speaker: Mr. Jim Allison, General Counsel, County Judges and Commissioners Association of Texas

 

County and Districts' Clerk Association Winter Conference | Feb. 5-8

Monday, Feb. 5

Breakout 1:Technology Tip: Microsoft, Adobe, Outlook (Handouts)
Word 2016 Quick Start Guide
Excel 2016 Quick Start Guide
PowerPoint 2016 Quick Start Guide
Outlook 2016 Quick Start Guide
Adobe Acrobat Quick Start Guide
Ms. Isabel Garcia, Founder and Owner, Double Click Trainers

Healthy Clerks - Ultimate Destination (PowerPoint)
Mr. Mark Zollitsch, Healthy County Wellness Consultant, Texas Association of Counties

Breakout 3: "Mix-Master" - Your Roadmap to Success
Understanding Legal Terminology (Handout)
Michael Pichinson, Associate General Counsel, Texas Association of Counties
Personnel and Staffing: the Termination Process (PowerPoint)
Disciplinary Statement 2017
Discipline and Termination
Interviewing - A Verbal Minefield
Pre-Termination Checklist
Ms. Mary Ann Saenz-Thompson, Human Resource Consultant, Texas Association of Counties
Court Records and Laws for Access
Ms. Karen Gladney, Attorney
The World of "E" (Electronic citations, Electronic certifications, etc.)
Hon. Laura Hinojosa, Hidalgo County District Clerk, and Hon. Sheri Woodfin, Tom Green County District Clerk

Breakout 4: Social Media/CIRA Website Management (Handout)
Clerk Panel (County and District Clerks)
Mr. Dwight Gallivan, Ector County Attorney
Ms. Brittany Lane, CIRA Manager, Texas Association of Counties (PowerPoint)

Tuesday, Feb. 6

Uncovering the CLUES to Reporting Requirements (PowerPoint)
Uncovering the CLUES to Reporting Requirements (Handout)
Hon. Heidi Easley, Victoria County Clerk
Hon. Sharena Gilliland, Parker County District Clerk
Hon. Heather Hawthorne, Chambers County Clerk

Panel: The 85th Legislature (Handout)

Counties Panelists: Hon. Chris Daniel, Harris County District Clerk
Ms. Sara Forlano, Montgomery County Clerk Staff
Hon. Patti L. Henry, Chambers County District Clerk
Ms. Tracy Hopper, IT Director, Harris County
Hon. Teresa Kiel, Guadalupe County Clerk
Hon. Mark Turnbull, Montgomery County Clerk
Hon. Caroline Woodburn, Potter County District Clerk

Wednesday, Feb. 7

Breakout 1: Financials

Pauper’s Affidavit, Contesting and Reviewing Processing — Best Practice? (PowerPoint)
Hon. Jon Gimble, McLennan County District Clerk

We're in Deep Escheat. Unclaimed Property Reporting for County and District Clerks (PowerPoint)
We're in Deep Escheat. Unclaimed Property Reporting for County and District Clerks (Handout)
Ms. Martha Wasp, Marketing Specialist, Unclaimed Property, Comptroller of Public Accounts

Bill of Costs — Civil and Criminal Fees (PowerPoint)
Bill of Costs — Civil and Criminal Fees (Handouts)
Hon. Patti Henry, Chambers County District Clerk
Hon. Teresa Kiel, Guadalupe County Clerk

Breakout 2: Civil

Juries in the 21st Century(Handout)
Ms. Betsy Schonhoff, Voter Registration Manager, Office of Texas Secretary of State

e-File Texas (from a Filer and Reviewer Perspective) (PowerPoint Coming Soon)
Hon. Velva Price, Travis County District Clerk

The Road to Foreclosure(PowerPoint)
Mr. Jonathan Davis, Attorney At Law, Shannon, Porter, Johnson

Structured Settlements — (House Bill 3356) (PowerPoint)
Mr. Brian Dear, Attorney, Nesbitt, Vassar & McCown L.L.P.

Breakout 3: County Clerks

Improving Guardianship in Texas (PowerPoint)
Mr. Jeff Rinard, Director, Judicial Branch Certification Commission, State Office of Court Administration (OCA)

Guardianship/Probate (PowerPoint)
Ms. Susan Redford, Judicial Education Program Manager, Texas Association of Counties

Recent Legislation and The Future of Fines and Criminal Court Costs in Texas Counties (Handouts)
Mr. Ryan Kellus Turner, General Counsel and Director of Education, Texas Municipal Courts Education Agency

Juvenile Records Overview (PowerPoint)
Juvenile Records Overview (Handout)
Ms. Kaci Singer, Attorney, Texas Juvenile Justice Department

Civil Justice of the Peace (JP) Appeals (PowerPoint)
Ms. Thea Whalen, Executive Director, Texas Justice Court Training Center 

Thursday, Feb. 8

A Guide to Expunctions and Non-Disclosures (PowerPoint)
Ms. Andrea L. Westerfeld, Assistant County and District Attorney, Ellis County

Bright Ideas and Best Practices — Compliance with CJIS Reporting, Working with Other Departments (PowerPoint)
Hon. Jennifer Lindenzweig, Hunt County Clerk, CDCAT Vice President
Hon. Lisa David, Williamson County District Clerk
Mr. Chad Stroud, Hunt County Sheriff’s Department

When Disaster Strikes — Hurricane Harvey(Handout)
Hon. Ruby Garcia, Refugio County District Clerk
Hon. Pam Heard, Aransas County District Clerk
Ms. Tracy Hopper, IT Director, Harris County District Clerk’s Office

Healthy County Boot Camp | Jan. 31-Feb. 2

Thursday, Feb. 1

7 Health Investments that Yield the Greatest Return 
Mr. Quincy Quinlan, Director of Health and Benefits Services, Texas Association of Counties

What is Airrosti?
Mr. Tim Kettle, Vice President Business Development, Airrosti Rehab Centers
Mr. Jacque Adams, Regional Account Manager, Airrosti Rehab Centers
Dr. Stephen Eledge, Director of Clinical Development, Airrosti Rehab Centers

Need to Know: Coordinator Orientation
Ms. Ashley Cureton, Wellness Consultant Southeast, Texas Association of Counties
Ms. Shameria Davis, Wellness Consultant Northwest, Texas Association of Counties
Ms. Allison Kennedy, Wellness Program Specialist, Texas Association of Counties
Mr. Mark Zollitsch, Wellness Consultant Southwest, Texas Association of Counties

Healthy County Platform and 2018 Activity Challenges
Ms. Amie Barrett, Account Manager, Health Enhancement Systems
Ms. Bethany Hines, Client Specialist, Provant Health Solutions
Ms. Alexandra Maga, Business Development Team Member, Health Enhancement Systems
Mr. Matthew Shields, Associate Vice President Client Management, Provant Health Solutions

Healthy Grieving inThe Workplace
Ms. Karen Nicola, Grief Educator, Comfort for the Day

Healthy Grieving
Mr. Karen Nicola, Grief Educator, Comfort for the Day

Healthy Nutrition
Mr. Mark Zollitsch, Wellness Consultant Southwest, Texas Association of Counties

Healthy Physical Activity
Ms. Shameria Davis, Wellness Consultant Northwest, Texas Association of Counties

Healthy Stress Management
Ms. Ashley Cureton, Wellness Consultant Southeast, Texas Association of Counties

Friday, Feb.2

Naturally Slim Rollout: Tips for Coordinators
Ms. Ashley Cureton, Wellness Consultant Southeast, Texas Association of Counties
Ms. Shameria Davis, Wellness Consultant Northwest, Texas Association of Counties
Ms. Allison Kennedy, Wellness Program Specialist, Texas Association of Counties
Mr. Mark Zollitsch, Wellness Consultant Southwest, Texas Association of Counties