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46th Annual County Treasurers’ Continuing Education Seminar - Agenda

Monday, April 16

1-5 p.m. Registration (Veramendi Foyer)​
1-5 p.m. Committee and CTAT Board Meetings
1-5 p.m. Mini-Conference on Human Resources Fundamentals (Spring Lake AB)

FMLA Administration
As FMLA administration you have many responsibilities, and you need to be the local expert on the Family and Medical Leave Act. This session will help you to properly administer the FMLA and complete all the required paperwork with confidence.

Learning objectives:
  • Understand employer coverage and individual eligibility requirements
  • Be able to explain leave entitlements to employees
  • Understand what paperwork is required and how to complete it
Ms. Diana Cecil, Human Resources Consultant, Texas Association of Counties

ADAAA: Making Accommodations
The Americans with Disabilities Act (ADA) and the ADA Amendments Acts of 2008 (ADAAA) make it unlawful for employers to discriminate against qualified individuals on the basis of disability.  In this training, we will focus on how to properly manage under the American with Disabilities Act, as amended in 2008, and what the interactive process entails.
Learning objectives:
  • Understand the basics of the ADAAA
  • Understand what making a reasonable accommodation could require
  • Have knowledge of the interactive process and steps for accommodations
Ms. Michele Arseneau, Human Resources Consultant, Texas Association of Counties

FLSA and Recordkeeping Requirements
The Fair Labor Standards Act (FLSA) establishes certain recordkeeping requirements. This training will concentrate on key aspects of properly following the Act. The class can be tailored to include the special rules for partial overtime exemptions for law enforcement employees.
Learning objectives:
  • ​Understand the basics of the FLSA
  • Recognize when overtime is due and how it is computed
  • Know what records must be kept
  • Understand how the FLSA is enforced and what protections are available
Ms. Diana Cecil, Human Resources Consultant, Texas Association of Counties
​1-2 p.m. ​​Legislative Committee Meeting (Chatauqua Room)
Chair: Hon. Shawn Walston, 1st Vice President
County Treasurers' Association of Texas and Concho County Treasurer
​2-2:30 p.m. ​Fundraising Committee Meeting (Chatauqua Room)
Chair: Hon. Jan Hartl, President-Elect County Treasurers' Association of Texas and Wilson County Treasurer
​2:30-3 p.m. ​Education Committee Meeting (Chatauqua Room)
Chair: Hon. Dianna Spieker, Tom Green County Treasurer
​3-5 p.m. CTAT Board Meeting (Chatauqua Room)
Chair: Hon. Cheryl Chambers, President County Treasurers' Association of Texas and Ellis County Treasurer

Tuesday, April 17

7 a.m.-5 p.m. Registration and Information Desk (Veramendi Foyer)​
7-8 a.m. Coffee with Exhibitors (Veramendi A&B)​
8-8:10 a.m.
Welcome (Veramendi E&F)
Call to Order and Announcements
Presiding: Hon. Cheryl Chambers, President
County Treasurers' Association of Texas and Ellis County Treasurer
​8:10-9:25 a.m.  ​Civilian Response to Active Shooter Events
The Civilian Response to Active Shooter Events (CRASE) course was designed and built on the “avoid, deny, defend strategy” developed by ALERRT at Texas State University. This training provides strategies, guidance and a proven plan for surviving an active shooter event.
Corporal Laray Taylor, San Marcos Police Department
​9:25-9:50 a.m. A Review of Available Resources on CTAT's Website
A live view of the Association's website will be provided to review the Resource Guide, Directory and other resources.  Also CTAT committee links will be shown.
Hon. Cindy Yeatts Brown, Denton County Treasurer
Hon. Diana Spieker, Tom Green County Treasurer
​9:50-10:10 a.m. ​Break with Exhibitors (Veramendi A&B)​
​10:10-11:50 a.m. ​Closing the Gaps Between What Sounds Good and What Gets Done
For most organizations - including departments of county government - there are gaps between the cultures ​they would like to have and the ones they do have.  According to Jim Bearden, closing the gaps between what sounds good (professed cultures)​ and what gets done (actual cultures) is key for courthouse leaders.
In this powerful presentation, the speaker will:
  • Lay out four truths about the relationship between leadership behavior and departmental responses to challenges and changes
  • Expose the myth that stands as a real barrier to achieving and sustaining department success
  • Explain the relationship between emotional accountability and effective leadership behavior
  • Describe six specific steps leaders can take to consciously create departmental and courthouse cultures
Rather than hearing clichés or leadership theories, you will leave with a better understanding of specific leadership behavior.
Mr. Jim Bearden, CSP
​11:50 a.m.-1:20 p.m. ​Lunch (on your own)
​1:20-2:10 p.m. ​$$$ Investment Reporting within the Public Funds Investmen< Act
This session will explore the best practices for investment reporting within the Public Funds Investment Act, including various GASB pronouncements
Mr. Tony Sekaly, Managing Director, Public Trust Advisors,Program Administrator for Texas CLASS
​2:10-3 p.m. ​​​Unclaimed Property Reporting for County Offices
This presentation will include information about reporting unclaimed property to the Texas Comptroller as it relates to county treasurers and other county offices. We will also discuss the requirements for maintaining a county unclaimed property list.
Ms. Ashley Bullock, Holder Reporting and Education, Unclaimed Property Division, Texas Comptroller of Public Accounts
​3-3:20 p.m. ​Break with Exhibitors (Veramendi A&B)​
​3:20-4:10 p.m. BREAKOUT SESSIONS

Indigent Defense Commission (Veramendi E&F)
This session will review the Texas Indigent Defense Commission (TIDC) and the Fair Defense Act. We will also cover indigent defense funding and the indigent defense expenditures report. Also hear an overview of the review process.
Ms. Debra Stewart, Fiscal Analyst, Texas Indigent Defense Commission

What to know about Receipts and Record Requirements for Bail Bond Companies Operating in a Bail Bond Board County (Veramendi H, I & J)
This session will focus on bail bond receipts for licensed bail bond companies operating in a county with a bail bond board and the record requirements for the file, per Occupations Code 1704. Our focus will be on the form, structure and requirements necessary for issuing receipts from bail bond companies to their clients. Emphasis will also be placed on receipts from bail bond companies to meet the requirements, per statute 1704.305. Finally we will discuss how to maintain accurate requirements for each defendant for the bail bond company file, per 1704.202(a) and 1704.202(b). 
Mr. Louie Perez, Owner of Concho Bail Bonds and 24/7 Louie Perez Bail Bonds
Mr. Roger Moore, Attorney at Law

​4:10-4:15 p.m. Transition Break
​4:15-5:05 p.m. BREAKOUT SESSIONS

Surveying Unfunded Mandates (Veramendi E&F)
This session will present the 2016 Unfunded Mandates Surveyconducted by the Texas Association of Counties, the County Judges and Commissioners Association of Texas, the Texas Conference of Urban Counties, and the Texas Association of County Auditors. The discussion will explore the history and results of the initial survey, as well as future plans for continuing the Unfunded Mandates Survey.
Mr. Nathan Cradduck, Tom Green County Auditor

Intro to Social Media: Transparency, Citizen Engagement, Legislative Advocacy  (Veramendi H, I & J)
Not sure why your office should be on Facebook, or why Twitter is such a big deal at the Capitol? In this big picture overview of the social media landscape, participants will learn how Facebook and Twitter can be used to tell your story county’s story, demystify your office for the public, promote civic engagement and amplify a legislative advocacy point of view. The session will highlight best practices and real-world examples that anyone can implement.Mr. Joel Nihlean, Communications Specialist, Texas Association of Counties
​5:30-7:30 p.m. Welcome Reception & Silent Auction (Spring Lake Ballroom)
Here’s a great opportunity to relax and network with fellow attendees over beverages and hors d’oeuvres.
Drop off silent auction item after 5 p.m. Last bidding at 7 p.m.

Wednesday, April 18

7 a.m.-4:40 p.m. Registration and Information Desk (Veramendi Foyer)​
7:30-8 a.m. Coffee with Exhibitors (Veramendi A&B)​
Veramendi E&F
8-8:50 a.m.

Legislative Update

Hear a timely update on issues from the 85th session of the Legislature and how possible outcomes could affect your office.
Mr. Jason McElvaney, McElvaney Public Affairs
Ms. Aurora Flores, Legislative Liaison, Texas Association of Counties
​8:50-9:40 p.m. ​Policies You Should Have in Your Manual

Well-written policies allow employees to clearly understand their roles and responsibilities as a county employee. Policy manuals are a must-have in many aspects of employment. Policies help you establish fair and consistent rules for all employees, regardless of the department or the elected official they work for.
Learning objectives:

  • Understand which policies are required
  • Understand different philosophies to write the kind of manual you want
  • Understand the importance of various policies and how, in some cases, they help the county defend itself
  • Understand how policies reduce bias in decision-making
Ms. Michele Arseneau, Human Resources Consultant, Texas Association of Counties
​9:40-10 a.m. ​Break with Exhibitors (Veramendi A&B)​
​10-10:50 a.m. ​$$$ Depository Contracts and Collateral
This material introduces participants to key terms and objectives regarding the selection and implementation of a government depository. Discussion will also highlight the process and structure for depository requests for proposals (RFPs), as well as factors for considering and evaluating proposals, service and collateral programs.
Mr. Van Carter, Senior Vice President, Public Funds - Treasury Management & Depository, Frost - Banking, Investments, Insurance 
​10:50-11:20 a.m. ​Getting to Know the County Government System – Justice of the Peace
Get a good look at the office of Justice of the Peace and how it affects the Treasurer’s functions. Learn how all must work together to get the job done.
Hon. Bill Gravell, Williamson County Justice of the Peace
Hon. Ann-Marie Carruth, Lubbock County Justice of the Peace
​11:20-11:40 a.m. Texas Counties Deliver
The Texas Counties Deliver public information campaign aims to Improve the public’s understanding of county government and the essential services it provides Texans. This session will review the resources and tools TAC has developed for county officials.
Mr. Alan Bristol, County Relations Officer, Texas Association of Counties
​11:40 a.m.-1 p.m. 
  • CTAT Treasurer of the Year Nominee
  • Scholarship Recipient Announcements 
  • Luncheon
  • Texas’ Outstanding County Treasurer Award Committee 

Chair: Hon. Cindy Yeatts Brown, Denton County Treasurer
CTAT Scholarship Chair: Hon. Dolores Ortega Carter, Travis County Treasurer

​1-1:50 p.m. ​$$$ An Overview of Debt Finance: Purpose, Types and Legal Framework

The speakers will provide a broad overview of the rationale for debt financing, the uses of different types of debt, and the related legal framework — all with a review of how selected issuers have debt-financed specific projects.
Ms. Laura Powell, Managing Director, Wells Fargo Securities
Ms. Stephanie Leibe,Senior Counsel, Norton Rose Fulbright US LLP

​1:50-2:40 p.m. $$$ Issuing Debt: Participants and Timeline

This session will cover the process of issuing debt, beginning with the initial required legal notices and culminating in the pricing and closing of the debt issue. The roles of all participants in the financing will be examined, along with a sample timeline.
Ms. Laura Powell, Managing Director, Wells Fargo Securities
Ms. Stephanie Leibe,Senior Counsel, Norton Rose Fulbright US LLP​

​2:40-3 p.m. ​Break with Exhibitors (Veramendi A&B)​
​3-3:50 p.m. ​Know Your Money

This session will discuss the new features of the $100 Federal Reserve Note (FRN) as well as security features introduced in 2004.
Ms. Cheryl Dunn, Special Agent, Central Texas Financial Crimes Task Force, United States Secret Service

​3:50-4 p.m. ​Transition Break
​4-4:50 p.m. Roundtable Discussions by Population
Treasurers from similar size counties gather to discuss their core duties, various procedures and day-to-day operations. 

Roundtable A-1 (Veramendi E&F)
Populations fewer than 10,200 without an Auditor
Moderators: Hon. Jennifer Henderson, Schleicher County Treasurer

Roundtable A-2 (Veramendi H)
Populations fewer than 10,200 with an Auditor
Moderators: Hon. Terrie Neuville, Marion County Treasurer
Hon. Denise Salzbrenner, Carson County Treasurer

Roundtable B (San Marcos River Room)
Populations of 10,201 to 19,999
Moderator: Hon. Melinda “Lyndy” Krause, Lee County Treasurer

Roundtable C (Veramendi I)
Populations of 20,000 to 39,999
Moderators: Hon. Donna Early, Cass County Treasurer
Hon. Amber Thompson, Jones County Treasurer           

Roundtable D (Veramendi J)
Populations of 40,000 to 99,999
Moderator: Hon. Laurie Ingram, Bastrop County Treasurer

Roundtable E (Veramendi G)
Populations of 100,000 or greater
Moderators: Hon. Gayla Hawkins, Grayson County Treasurer
Hon. Dianna Spieker, Tom Green County

Thursday, April 19

7:30-11 a.m. Registration and Information Desk (Veramendi Foyer)​
7:30-8 a.m. Coffee (Veramendi Foyer)​
Veramendi E&F
8-8:50 a.m.
$$$ Economic Update
In 2017, the Texas energy and manufacturing sectors rebounded and Texas was one of the top 10 states in the nation in job growth. In 2018, if oil prices remain in the range of $40 to $60 per barrel, Texas likely will see continued broad-based growth across regions and sectors. With an unemployment rate at historical lows, the

biggest challenge facing the state may be finding enough workers to fill job openings. Keith R. Phillips will take a close look at the factors behind the growth in Texas so far in 2018 and how these will influence the state during the second half of the year.
Mr. Keith Phillips, Assistant Vice President and Senior Economist, Federal Reserve Bank of Dallas, San Antonio Branch

​8:50-9:40 a.m. ​Intro to WebFiling your State Returns
This presentation will show how to access and sign in to the Comptroller’s WebFile tax filing program and how to enter your state returns along with payment options. A hands-on walk through the process will help answer many of your questions.

Mr. Rod Dietz, Program Specialist, Texas Comptroller of Public Accounts 
Ms. Kimberly Boatman, Program Manager, Texas Comptroller of Public Accounts

​9:40-10:10 a.m. ​Break (Veramendi Foyer)​
​10:10-11 a.m. ​​​Records Management Basics
Learn how to identify government records; also how to read a retention schedule to find out how long to keep records.  Also learn some practical tips such as how to manage common records like email.
Ms. Bonnie Zuber, Government Information​ Analyst, Texas State Library and Archives Commission Entities
​IRS Compliance Self-Assessment for State and Local Government Entities
IRS compliance self-assessment documents will be reviewed to include, but not be limited to, the following subjects: fringe benefits, Social Security, Medicare, retirement plans, employee vs. independent contractor, international and other topics. 

Mr. Steve Obrien, FSLG Specialist, Internal Revenue Agent, Internal Revenue Service 

11:50 a.m. ​Closing Remarks and Adjourn
Tentative agenda, subject to change