2015 TACCBO ANNUAL CONFERENCE · 2018. 4. 17. · 8 | 2015 TACCBO Annual Conference PFM Asset Management LLC is an investment advisor and/or administrator to numerous statewide Local

2015 TACCBO ANNUAL CONFERENCEThe Worthington Renaissance Fort Worth HotelJune 16-19, 2015

South | Northeast | Northwest | Southeast | Trinity River | Trinity River EastSouth | Northeast | Northwest | Southeast Southeast | Trinity River | Trinity River East

To our 2015 Co-host, Tarrant County College

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2015 CONFERENCE AGENDA

Tuesday, June 16, 2015 Location10:00 am-4:00 pm PFIA Training West Fork I & II

Public Funds Investment Act TrainingPFM Staff

1:00 pm-6:00 pm Registration Grand Staircase

4:00 pm-9:00 pm Exhibitor Move-in Rio Grande

5:00 pm-7:00 pm HOWDY Reception Grand Ballroom Foyer

Wednesday, June 17, 2015 Location7:00 am-5:00 pm Registration Grand Staircase

7:00 am-8:30 am Breakfast Hacienda Room

8:30 am-9:00 am Welcome Grand BallroomJean McSpadden

9:00 am-10:00 am General Session I Grand BallroomLet Me See Your Body TalkJan Hargrave

10:00 am-10:40 am Exhibits and Business Partner Break Rio Grande

10:40 am-11:30 am Concurrent Session 1.1 Pecos IUnderstanding the Revenue MixDr. Johnette McKown/Gene Gooch

10:40 am-11:30 am Concurrent Session 1.2 Pecos IIOverview of Taxes related to Community CollegesMichael White

10:40 am-11:30 am Concurrent Session 1.3 Brazos ILiving the Fairy Tale: Deterring FraudLeslie Berardo

10:40 am-11:30 am Concurrent Session 1.4 Brazos IIPurchasing 101Sonja Blinka

11:40 am-12:30 pm Concurrent Session 2.1 Pecos ISo, You Want to be a Business Officer…Gene Gooch/Andra Cantrell/Cindy Gilliam

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11:40 am-12:30 pm Concurrent Session 2.2 Pecos IIStudent Accounts Receivable RoundtableDiane Novak

11:40 am-12:30 pm Concurrent Session 2.3 Brazos IData Driven IT Strategy: A Better ApproachMatt Mandich

11:40 am-12:30 pm Concurrent Session 2.4 Brazos IIChanging the Conversation in Facilities Management - A Step Towards Total Campus EngagementJay Pearlman

12:30 pm-2:00 pm Business Partner Lunch Trinity Ballroom

2:00 pm-2:50 pm Concurrent Session 3.1 Pecos IBudgeting Approaches: Money Follows MissionDiane Snyder

2:00 pm-2:50 pm Concurrent Session 3.2 Pecos II$mart Choices Equal $uccessLori Southern/Eve Lopez/Rene Bush

2:00 pm-2:50 pm Concurrent Session 3.3 Brazos ITragedy - Lessons LearnedJanie Neighbors

2:00 pm-2:50 pm Concurrent Session 3.4 Brazos IICommunity College Purchases and the LawWill Cabler

3:00 pm-3:50 pm Concurrent Session 4.1 Pecos IProperty Taxes DemystifiedMichael Barnett

3:00 pm-3:50 pm Concurrent Session 4.2 Pecos IITruth and Lending Act and Your Payment PlanCatherine Eklund

3:00 pm-3:50 pm Concurrent Session 4.3 Brazos IReduce Budget and Restructure Workforce through a Positive ApproachDion Papefote/Keith Blundell

3:00 pm-3:50 pm Concurrent Session 4.4 Brazos IITexas Community College Cooperative Purchasing NetworkCharles Oberrender

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Thursday, June 18, 2015 Location7:00 am-8:30 am Breakfast Hacienda Room

8:30 am-9:30 am General Session II Grand BallroomTexas Size Economic DevelopmentCarlton Schwab

9:30 am-10:20 am Exhibits and Business Partner Break Rio Grande

10:20 am-11:10 am Concurrent Session 5.1 Pecos IEconomic Development and Community Colleges: A Successful PartnershipTom Mullins/Sarah Van Cleef

10:20 am-11:10 am Concurrent Session 5.2 Pecos IIGASB 68 - How to Implement it by TRS (Part I)Gloria Nichols

10:20 am-11:10 am Concurrent Session 5.3 Brazos ITop 10 Program Review Findings

Pat Disbrow/Nancy Harrison/Steve McDonald

10:20 am-11:10 am Concurrent Session 5.4 Brazos IIAligning Purchasing with Strategic GoalsDaniel Perry

11:20 am-12:10 pm Concurrent Session 6.1 Pecos IFinancing Tools and Overview for Community CollegesPaul Jasin/Robert Nickell

11:20 am-12:10 pm Concurrent Session 6.2 Pecos IIGASB 68 - How to Implement it by TRS (Part II)Gloria Nichols

11:20 am-12:10 pm Concurrent Session 6.3 Brazos IStudent Collections: Tips and TricksDiane Novak

11:20 am-12:10 pm Concurrent Session 6.4 Brazos IIPurchasing Forum (you bring it - we’ll discuss it)Dennis Churchwell

12:10 pm-1:30 pm Members and Business Partner Networking Lunch Trinity Ballroom

1:30 pm-2:20 pm Concurrent Session 7.1 Pecos IPost Financing RequirementsKristen Savant/Drew Slone



1:30 pm-2:20 pm Concurrent Session 7.2 Pecos IIOverview of Carl D. Perkins Grant Program and New Federal Grant GuidanceDonna Carlin

1:30 pm-2:20 pm Concurrent Session 7.3 Brazos IAffordable Care Act Reporting RequirementsAmy Magee

1:30 pm-2:20 pm Concurrent Session 7.4 Brazos IIE-Commerce for Community CollegesDave Riggs

2:30 pm-3:20 pm Concurrent Session 8.1 Pecos ICommunity College Employment Law in ReviewLaura Fowler

2:30 pm-3:20 pm Concurrent Session 8.2 Pecos IITHECB - Annual Financial Report Manual UpdateRoland Gilmore

2:30 pm-3:20 pm Concurrent Session 8.3 Brazos IHow Public Private Partnerships can Drive Innovation and Value for Higher EducationJeff W. Graham/ Bob Hunt

2:30 pm-3:20 pm Concurrent Session 8.4 Brazos IIManaging Your Worker’s Compensation ExpenseBill Costanza

3:30 pm-4:00 pm Refreshments and Member Networking Break Grand Ballroom Foyer

4:00 pm-4:50 pm Concurrent Session 9.1 Pecos IAustin 101: Nuts & Bolts of the Legislative ProcessDon Hudson/Steve Johnson

4:00 pm-4:50 pm Concurrent Session 9.2 Pecos IIRevolutionizing Debt RecoveryJeanie Ralston/Harve Platig

4:00 pm-4:50 pm Concurrent Session 9.3 Brazos IWorking Together: Financial Aid and theBusinessOfficeSteve McDonald

4:00 pm-4:50 pm Concurrent Session 9.4 Brazos IIThe Many Options for the Future of YOUR Campus StoreDavid Collard

6:30 pm-11:00 pm Family Night Forth Worth Stockyards

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Friday, June 19, 2015 Location7:00 am-8:30 am Breakfast Trinity Ballroom Foyer

7:30 am-8:30 am CFO Roundtable and Breakfast West Fork IICFO Roundtable and BreakfastJean McSpadden

7:30 am-8:30 am Purchasing Roundtable and Breakfast West Fork IPurchasing Roundtable and BreakfastCindy White

8:30 am-9:20 am Updates from Austin Grand BallroomTexas Higher Education Coordinating Board: Strategic PlanDavid Young

9:20 am-10:10 am Updates from Austin Grand BallroomTeacher Retirement System of Texas (TRS) UpdateJim Pinkard

Employees Retirement System of Texas (ERS) UpdateCathy Terrell/Shack Nail

10:10 am-10:20 am Break Grand Ballroom Foyer

10:20 am-11:10 am Updates from Austin, continued Grand BallroomTexas Association of Community Colleges UpdateDon Hudson/Steve Johnson

11:10 am-12:00 pm TACCBO Annual Business Meeting Grand BallroomBusiness MeetingJean McSpadden


PFM Asset Management LLC is an investment advisor and/or administrator to numerous statewide Local Government Investment Pools around the country and to a registered money market fund designed for public sector and other institutional investors. PFMAM is a part of the PFM Group. The PFM Group of companies is a national leader in providing independent financial advice as well as investment advisory, management and consulting services to local, state, and regional government and non-profit clients. They are proud to help their clients meet their financial challenges with a broad array of products, backed by unquestioned professionalism and outstanding service.

PFIA TRAINING

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GENERAL SESSION SPEAKERS

Jan HargraveForensic Body Language Expert

Jan Hargrave teaches you the ways in which your body communicates to the world around you. Author of Let Me See Your Body Talk, Judge the Jury, Freeway of Love, Strictly Business Body Language and Poker Face, Jan describes all of the “hidden messages” that people use in everyday conversations.Jan received her Bachelor’s degree, Master’s degree and Specialist degree in Business/Psychology from the University of Louisiana at Lafayette. She is presently CEO of Jan Hargrave & Associates, a Houston-based consulting firm. She proves with her contagious warmth and wit that there is a method, and a style, to success. Bring your body, your curiosity, your sense of humor and learn what your body—and the body of others—is communicating to the world.

Carlton SchwabTexas Economic Development Council

Carlton Schwab has been President/CEO of the Texas Economic Development Council (TEDC) since February 1st, 1999. During that time, the 850-member TEDC has developed into a recognized leader in the professional development of its members and a powerful voice for economic development policy in the state of Texas.Prior to his tenure at the TEDC, Mr. Schwab was Director of Development at the LBJ School of Public Affairs at the University of Texas at Austin (1996-1999). From 1989 to 1996, Mr. Schwab was a Director with Deloitte Consulting where he specialized in corporate site location analysis and economic development strategic planning. Mr. Schwab also spent time working in economic development at the local level, having served as Vice President of the Lubbock Board of City Development from 1986 to 1989. In 2012, Mr. Schwab was named by Governor Perry to the Select Committee on Economic Development – a committee created by the 83rd Texas Legislature to review economic development policy for the state of Texas. He is the Chair of the Advisory Committee of the Texas Legislative Conference and Chair of the International Economic Development Council State Associations Committee. He is a past member of the Austin College Alumni Board and the Texas Wine Industry Advisory Board. Mr. Schwab holds a Master’s degree from the LBJ School of Public Affairs at the University of Texas at Austin, and a Bachelor’s degree from Austin College in Sherman, Texas.


CONCURRENT SESSION SPEAKERS

Mike BarnettSmith County Appraisal District

Mike is the Chief Appraiser of the Smith County Appraisal District. A native of Fort Worth, Mike earned a Bachelor of Arts degree from the University of Texas at Arlington and later completed a Certificate of Real Estate from Southern Methodist University. He has over forty years of property tax experience, has held offices in various professional organizations, including the Texas Association of Assessing Officers, the Texas Association of Appraisal Districts, International Association of Assessing Officers, and the Texas Metropolitan Council of Appraisal Districts. Mike’s professional designations include Registered Professional Appraiser, Registered Tax Assessor Collector, Certified School Tax Administrator, and Certified Tax Assessor.

Leslie BerardoCarr Riggs & Ingram LLC

Leslie Berardo is an audit partner with Carr Riggs & Ingram LLC. Carr Riggs & Ingram is the 23rd largest CPA firm in the U.S. Leslie serves as the nonprofit and governmental niche leader for CRI’s Houston office. Leslie has over 35 years of public accounting experience and has worked with many Texas community colleges. Leslie is a member of the Texas Higher Education AFR manual committee. Leslie is an instructor for Rice University Financial Manager Certificate Program, in which she teaches an internal controls and fraud class.

Sonja BlinkaCollege of the Mainland

Sonja Blinka, currently Director of Purchasing at College of the Mainland has twenty plus years in Purchasing experience. Her career began in the late 80’s supporting Department of Defense contractor, Northrop Grumman Corporation, later moving into the Aerospace industry in Contracts Management for the Boeing Company. Since that time, she went to work in the oil and gas industry while finalizing her degree. She now holds a B.S. Degree from University of Houston and has spent the last 10 years supporting Public Education in K-12 and currently supports College of the Mainland community college since 2011. Sonja is certified as a Registered Texas School Business Administrator (RTSBA) and nearing completion of her Certified Purchasing Manager certification.

Keith BlundellVictoria College

Keith is the Vice President of Administrative Services at Victoria College (VC). He started at the college in 1998 as the Comptroller and moved to his current position in 2008. He oversees Business Services, Purchasing, Human Resources, Risk Management, Technology, Security, Physical Plant, Bookstore and Food Services. Prior to working at VC, Keith worked at a local CPA firm where he specialized in governmental audits. He has previously served as the President of the Victoria Chapter of the TSCPAs and in 2000 was named the Young CPA of the Year in

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Texas. Keith received his bachelor’s degree in accounting and a master’s in business administration from University of Houston-Victoria where he was the recipient of the TSCPA Accounting Excellence Award and was named the Wall Street Journal Outstanding Business Student. Keith is licensed as a Certified Public Accountant and a Chartered Global Management Accountant.

Rene BushMcLennan Community College

Rene has been employed with McLennan Community College (MCC) for 16 years and is currently serving as Associate Director of Student Accounts Receivable. She earned her AAS degree from MCC and her BS from Tarleton State University. She is currently working on MBA from Tarleton State University. Rene enjoys spending her free time with family and community volunteering.

Will Cabler, IIIThe Fowler Law Firm P.C.

A sixth-generation Texan, Roy William ‘Will’ Cabler III began his remarkably diverse and accomplished career, when as a young man of 20 he answered the call of the sea. Vowing to travel the world as a surfer, he left college as a sophomore, established a base of operations in South Padre Island, and began his journeys to some of the most exotic and exciting surfing capitols on the planet. Always working steadily as a waiter in South Padre Island to earn money for his great adventures, he listened with great interest to the conversations of real estate developers, investors and brokers who were part of the big boom of the Rio Grande Valley at that time. By age 24 Will had obtained a real estate license and by age 27, was one of the youngest brokers of commercial and condominium transactions on South Padre Island. Will went on to have a very successful practice as a real estate broker on South Padre Island until devastating downturns in the industries of all those who made a living from international commerce and trade with Mexico, those who relied upon real estate investments as income swept away most of the opportunities those living in the Rio Grande Valley and South Padre Island had come to enjoy. Will tackled this challenge by studying at night at Pan Am University (now the University of Texas at Brownsville) and by age 36 had obtained a license as a Certified Public Accountant.As a CPA, Will represented a variety of local businesses and condominiums including home owner association auditing, financial statement preparation and tax preparation and representation. Will became active in local causes serving on the Town of South Padre Island Beach and Dune Task Force, serving as member of the Saint Andrew’s By the Sea Episcopal Church Finance Committee and worked his way up the officer ranks to become President of the Port Isabel Rotary Club.Never averting the opportunity for a challenge, Will plunged headlong into his third career attending St. Mary’s School of Law, receiving a law degree and Texas law license in 1998. At St. Mary’s Will served as a Research Assistant in the Community Development Clinic working with Texas Rural Legal Aid assisting colonias in south Texas with legal and regulatory problems which included countless long hot days in the colonias as well as appearances in Federal Court and auditing state agency records.With a strong background in real estate and construction, joint licensed as a



CPA and as a lawyer, Will’s invaluable and unique insights into real estate and construction make him a much sought after attorney for drafting and negotiating, as well as training and public speaking. Audiences frequently comment that Will’s Power Points presentations on dry topics like construction, real estate and builders risk coverage documents are actually entertaining and memorable!Will now lives in Wimberley with his wife Cathy Cabler, who teaches kindergarten at Wimberley Independent School District. His daughter Calen Cabler has returned to follow this proud tradition as a theatre teacher at Wimberley High School. Will and Cathy’s two sons plan to follow in the footsteps of their parents proud traditions. Austen attends the University of Texas and Stephen attends the University of Oklahoma.

Andra CantrellWeatherford College

Andra Cantrell has held the position of Vice President of Financial and Administrative Affairs at Weatherford College since 1998. Prior to holding that position, Andra has also held the positions of Dean of Financial & Administrative Affairs, Business Manager, and Chief Accountant. She also has experience from George, Morgan & Sneed, P.C., and the Federal Reserve Bank. Andra has her A.A. in Business Administration from Weatherford College; her B.B.A. in Accounting and M.B.A. from Tarleton State University. Andra is a past officer of the Texas Association of Community College Business Officers.

Donna CarlinTexas Higher Education Coordinating Board

Donna Carlin is currently Assistant Director for Workforce in the Academic Quality and Workforce Division of the Texas Higher Education Coordinating Board. Her primary job function is oversight of the Carl D. Perkins grant program which awards funds to community and technical colleges in Texas for enhancement of Career and Technical Education. She’s been employed at the Coordinating Board since 2000. Prior to that, she worked for nine years as a nursing education consultant in the Education/Examination Department at the Texas Board of Nursing. She has prior experience teaching at West Texas A & M University in the baccalaureate degree nursing program, and worked for many years a critical care staff nurse.Ms. Carlin is a graduate of West Texas A & M University with a bachelor’s and master’s degree in nursing.

Dennis ChurchwellSouth Plains College

Dennis is the Director of Purchasing for South Plains College. He graduated from the University of Texas, Permian Basin with a BBA in Management. Dennis has worked in Public Purchasing for over 20 years.

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David CollardNBC/Neebo

When it comes to inspired leadership, look no further than David Collard. Over the last 25+ years, David has learned the ins and outs of collegiate retailing through his multiple roles within NBC/Neebo (some of you may know the company as Nebraska Book Company and others as Neebo, we now go by NBC/Neebo).He has worked in all aspects of the company, starting in shipping and receiving and working his way up to Win Prism/POS system sales, Account Sales Representative and now in his current role as Director of Business Development.David’s dedication to his clients in the college store industry is unparalleled. He has a tremendous amount of expertise regarding course material delivery models and the future of collegiate retail.In our industry David has served on numerous committees with the California Association of College Stores. In 2010 David was recognized by NBC/Neebo as the Sales Representative of the Year!David has a Bachelor of Arts in Communication from Loyola Marymount University.

Bill CostanzaClaims Administrative Services

Bill Costanza has been working with Texas schools and colleges for 15 years as an account representative and executive for Claims Administrative Services. He has earned an MBA from the University of Texas at Tyler and holds the following designations- Certified Insurance Counselor, Certified Risk Manager, and Certified School Risk Manager.

Patricia (Pat) DisbrowDallas County Community College District

Pat has served as District Director of Financial Services/Comptroller for Dallas County Community College District for over ten years. In 1998, Pat joined the District as Assistant Comptroller participating in the Colleague accounts receivable module implementation and then briefly assumed the duties of District Budget Director in early 2002. Prior to joining the District, Pat held management positions in the financial services industry. She has a BBA in Accounting from the University of North Texas, is a Certified Public Accountant, and has served as a board member and an officer of both Mesquite Social Services, Inc. and Historic Mesquite, Inc. Most recently, Pat devotes her efforts to various projects for her church and family.

Catherine EklundHigher One, Inc.

As Vice President, Payment Plan Industry Expert Catherine Eklund is responsible for driving service excellence and growth to our full-service payment plan products. She also manages the Corporate Partner Sales channel, a vertical that



she helped pioneer in 2007, where her team builds new partner relationships as well as designing and implementing referral sales programs. Prior to her role as Payment Plan Industry Expert, Catherine managed the transition sales activities for our Campus Solutions acquisition – the same acquisition that brought her to Higher One. Catherine began her 17 year career at a telecommunications start-up, where she held various sales, operations and product marketing positions before moving to the financial services industry in both distributor channel and direct sales management. Eklund earned a Bachelor of Arts in Communications from George Mason University and an MBA from the University of Colorado.

Laura FowlerThe Fowler Law Firm P.C.

After graduating from Baylor Law School in 1979, Laura Fowler began her career as a Navy JAGC chasing saboteurs and scoundrels through exotic ports in the Orient and Western Pacific. Since returning to Texas in 1983, she has confined herself to avenging and defending the rights of many wonderful people and institutions in the state and federal courts of Texas. Her greatest calling, however; is to help her clients design ways to NEVER see the inside of a courtroom. She is the founder and owner of The Fowler Law Firm PC located in Austin, Texas, with twenty two (22) attorneys and nine (9) support staff who daily serve the legal needs of a large and delightful group of clients.THE FOWLER LAW FIRM P.C. has been ranked as a US News and World Reports Best Law Firms in the United States Tier 1 in Education since 2014. Ms. Fowler was designated best Education Lawyer in Austin, Texas in 2013.

Cynthia Gilliam, B.B.A., C.P.A.Lone Star College System

Since 2001, Cynthia Gilliam has served as the Vice Chancellor for Administration and Finance and CFO for the Lone Star College System (LSC). Her responsibilities include financial planning; budget planning; accounting; financial reports; System-wide master planning and construction; facility operations; auxiliary contract management; business support services; payroll; risk management; and administrative oversight of the internal audit department.Before joining LSC, Cynthia worked with the Harris County Department of Education as Executive Director of Business. Her prior work in education finance includes serving as director of accounting for Fort Bend I.S.D. and as executive director of budget and finance at Galena Park I.S.D.A past president of both the Texas Association of Community College Business Officers, she has also served as a board director for Leadership North Houston and the Texas Association of School Boards’ Lone Star Investment Pool.Ms. Gilliam holds a B.B.A. in Accounting from the University of Texas at Austin and is a licensed Certified Public Accountant. She has additional training in governmental and nonprofit accounting from Indiana University and post graduate coursework at the University of Houston.

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Roland GilmoreTexas Higher Education Coordinating Board

Roland’s service to the Texas Higher Education Coordinating Board began in July 2009 as a Program Director in the Planning and Accountability Division. He assists in a range of activities for the state, including: review of proposed facilities projects at universities, health-related institutions, and technical and state colleges; formula funding for Community and State Colleges; maintenance of the CARAT system for Community Colleges for input of their AFR information; maintenance of the RFOE system for Community and State Colleges of their input of instructional expenditure information; coordination of the auditing of space for the universities and technical and state colleges; numerous mandated annual reports; and when the state legislature is in session, coordination and collection of Tuition Revenue Bond requests. Prior to the CB, Roland served as a Financial Analyst for both AMD and Freescale in Austin 15 years. He earned a Bachelor of Science degree in Accounting Management from Park University.

Gene GoochMcLennan Community College

As Vice President, Finance and Administration, Mr. Gooch assists the President in the preparation and control of the annual budget and ensures that proper financial systems are established and maintained. He supervises Financial Services (budgets, accounts payable, payroll accounting, purchasing, mail and duplicating); Administrative Services (student receivables, auxiliary services, event specialists); Physical Plant; Facilities Planning and Construction; Human Resources; Campus Police, and Highlander Ranch. Additionally, the Vice President of Finance and Administration has responsibility for contracts and insurance.Mr. Gooch came to McLennan Community College in July 2009 after 31 years as the CFO of Vernon College, Vernon, Texas. Gooch received a BBA in Accounting from the University of North Texas in December, 1975, and a MBA from Midwestern State University in May, 1987. He has been actively engaged in professional organizations, including Community College Business Officers, National Association of College and University Business Officers, Southern Association of College and University Business Officers, Texas Association of Community College Business Officers, and has served on and chaired accreditation teams for the Southern Association of Colleges and Schools Commission of Colleges.Gooch has received many honors including: CCBO Outstanding Chief Business Officer of the Year Award for 1995 and 2008; Greater Vernon Chamber of Commerce Director of the Year in 1999; Vernon College Employee of the Month in December, 1986; Troop Leadership Award for the Greenbelt District of the Boy Scouts of America in 1981; Outstanding Service to Youth Award for the Greenbelt District of the Boy Scouts of America in 1980; President’s Award of Honor from the Vernon Jaycees in 1978; and the Certificate of Merit from the Vernon Jaycees in 1977.Gooch is currently a member and Past President of the Waco Founder Lion’s Club, and has previously served with the Boy Scouts of America, Campfire Boys and Girls of Vernon, Boys Club of Vernon, Meals on Wheels, and Greater Vernon Chamber of Commerce.



Jeff W. GrahamJones Lang LaSalle (JLL)

Mr. Graham joined JLL in March 2014 as a Senior Vice President with the Public Institutions group, located in San Diego, CA. He provides real estate, development and neighborhood revitalization advisory services to public sector and higher education clients in the western United States. Prior to joining JLL, Mr. Graham worked nearly seven years for Civic San Diego (formerly Centre City Development Corporation) as Vice President and served as President since October 2012. During his tenure at Civic San Diego, Mr. Graham focused on creative redevelopment and policy initiatives where, through complex public-private partnership negotiations, delivered significant public benefits and revenues. Mr. Graham is a former U.S. Naval Reserve officer with a record of distinguished service with the Commander in Chief Pacific Fleet and Naval Special Warfare Command Group One. He is a member of the Urban Land Institute, Lambda Alpha International, the California Association for Local Economic Development, and the San Diego Housing Federation. He is an instructor of Urban Development Strategies at University of San Diego and has earned numerous awards and certificate of recognition from the Greater San Diego Chamber of Commerce, the San Diego housing Federation, the Corporation for Supportive Housing, the Downtown San Diego Partnership and the downtown Rotary Club.Mr. Graham earned a MBA in International Business from San Diego State University, CA and a BA in Urban Economics and Political Science from University of Pittsburgh, PA.

Nancy HarrisonDallas County Community College District

Nancy has been with DCCCD since 1993. She currently serves as the District Director of the Office of Contracts & Grants Accounting. Prior to joining “The World of Contracts & Grants”, she was a Business Office Director for 12 years and an Adjunct Accounting Instructor for 6 years. Nancy began her career in higher education as an Accounting Instructor at Northeastern State University in Oklahoma. She has also worked in the oil industry and in banking.Nancy has a MS in Accounting from the University of Tulsa and has been licensed as a CPA since 1985 (originally in Oklahoma, now Texas). She sings in her church’s sanctuary choir so she can travel abroad every three years. She is also trying to help sell her parents’ Bed and Breakfast Inn in Clayton, Oklahoma.

Don Hudson, Ph.D.Texas Association of Community Colleges

Don currently serves as the Vice President of Data and Research at the Texas Association of Community Colleges (TACC). Don has worked for TACC since 1995. His expertise is in higher education budget and policy issues. His research has documented the state’s funding of community colleges and he has been involved with the development of state policy focused on student success since Texas became an Achieving the Dream state in 2004. Don served as TACC’s lead staff in

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the development of the Student Success funding model adopted by the 83rd Texas Legislature (2013). Prior to his current position at TACC, Don served as Education Policy Specialist for the Texas Senate Research Center. Don was an Assistant Professor at Texas State University-San Marcos in the Department of Communication Studies prior to taking the policy specialist’s position with the Texas Senate. Don holds a Ph.D. in Higher Education Administration from the University of Texas at Austin. He received his M.A. in Organizational Communication from Texas Tech University and a B.S. in Secondary Education from New Mexico State University.

Bob HuntJones Lang LaSalle (JLL)

Mr. Hunt is a member of JLL’s Public Institutions group located in Seattle, WA. He is responsible for representing the team in the Western United States. His core focus is to help organizations link their real estate and facilities strategy to their overall business strategy. He is skilled at translating organizational needs into business cases and actionable performance criteria to support the planning, implementation and measurement of real estate and workplace strategies.Mr. Hunt brings more than 29 years of experience helping organizations develop real estate and workplace solutions, including portfolio planning, workplace solutions, facilities planning, development advisory, public private partnership (3P) formation, and Real Estate, information Technology and Human Resources integrations. Mr. Hunt has been a lead consultant on many innovative projects. Prior to joining JLL in 2004, Mr. Hunt worked for Hellmuth, Obata and Kassabaum (HOK) architects, where he was the practice leader for their Washington, DC consulting group.Mr. Hunt received his BA in Business Administration from the University of Washington. A dynamic speaker and meeting facilitator, he has addressed many organizations including CoreNet, IFMA, National Council on Public Private Partnerships and the U.S. General Services Administration about real estate and workplace strategy. He has also had numerous articles published about the changing nature of work and workplace solutions strategies, including publications on Lean Office Design, Integrated Workplace Planning and “Requirements Development in the Digital Age” (which was published by the Office of Government Wide Policy).

Paul JasinSpecialized Public Finance Inc.

Mr. Jasin is a Director at Specialized Public Finance Inc. He has over 15 years of industry related experience in public finance and secondary market transactions. He served as a financial advisor since 2009 and has worked on over $3.0 billion in debt issued and over 300 bond transactions. He has assisted school, city, county, special district, utility authority and state agency clients on a vast array of public infrastructure projects involving both tax-exempt and taxable bond issuance. Prior to joining Specialized Public Finance Inc., he was employed by Standard & Poor’s Corporation from 2001-2009, most recently as a Director. Mr. Jasin has assessed the credit quality of Southwestern United States credits of State Agencies, local governments, public power issuers, special districts and charter schools. He has



extensive knowledge of Texas issuers and their credit profiles and has authored numerous articles on industry related topics. In addition, Mr. Jasin served as sector leader on General Obligation (GO) debt, charter schools and special tax transactions while at Standard & Poor’s and was involved in over 1,000 bond transactions as lead analyst, which included over 100 charter school ratings in Texas, Colorado, Florida, Wisconsin and California with a par amount of approximately $1 Billion in debt. Due to Mr. Jasin’s credit experience, SPFI brings considerable expertise in working with the Rating Agencies. Recent credit market volatility and tightening has placed a renewed emphasis on the strength of an issuer’s bond ratings. As such, the importance of the entity’s underlying (unenhanced) rating is now more important than ever, and the advisors of SPFI are taking a proactive approach to getting the best possible ratings for their clients. Prior to joining Standard and Poor’s, Mr. Jasin was employed by Fidelity Investments for two years in the Investments group that focused on fixed income transaction in the secondary market.Mr. Jasin has a Bachelor of Business Administration degree in Finance from the Texas Tech University and a Master of Business Administration degree from the University of Dallas. He is a registered Investment Advisor Representative with the Texas State Securities Board and holds a Series 7, 65 & 63 licenses.

Steven E. JohnsonTexas Association of Community Colleges

Steven has wide-ranging experience serving in leadership roles within higher education policy and administration, state government, and private sector consulting. He has been with the Texas Association of Community Colleges since 2005. As Vice President-Public Affairs at TACC, his responsibilities include coordinating strategic communications and leading public advocacy efforts for the Association. Immediately prior to his present position, Steven was the Director of Student Financial Services at Concordia University Texas. During the 78th Texas Legislative Session, he served as the Director of Governmental Relations for the Texas Telecommunications Infrastructure Fund Board. From 1994 to 1999, Mr. Johnson was Chief-of-Staff for former State Representative Kenny Marchant and the House Committee on Financial Institutions. Steven has also spent time at several national consulting firms leading efforts at business development, legislative advocacy, and strategic messaging.Mr. Johnson is a Ph.D. Candidate in Educational Leadership and Higher Education at the University of Nebraska - Lincoln. He holds a Master of Public Affairs from the LBJ School at the University of Texas at Austin and a Bachelor of Arts in History from Concordia University Texas.

Eve LopezMcLennan Community College

Eve is a Sr. Card Specialist at McLennan Community College (MCC) and has been employed there for 18 years. She earned her AA degree from MCC and her Bachelor of Applied Arts and Science from Tarleton State University. Eve enjoys time with her two grandsons and playing golf.

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Amy MageeTexas Association of School Boards (TASB)

Amy is the senior attorney for Community Colleges. She joined TASB Legal Services in 2003. As part of her role, Amy develops and reviews community college districts’ legal and local policies. She is also a frequent presenter at local, regional, and statewide training events on a number of legal topics impacting the colleges, including governance, business, employee, student, and community issues. During her tenure, Amy has authored or contributed to a number of publications and training programs, including the Technology in Schools, Bullying and Harassment in Schools, and Religion in the Public Schools programs. Amy also served for a number of years as an editor of the school district legal policy manual. Amy received her bachelor of science in psychology with University and Foundation honors from Texas A&M University in May 1999. In 2002, Amy graduated from the University Of Texas School Of Law. During law school, Amy served with TASB as a law clerk for two years.Amy is a member of the Texas Association of Community College Attorneys, the State Bar of Texas school law section, the Texas Council of School Attorneys, and the National Council of School Attorneys. Over the years, Amy has also been actively involved in her local community. Currently, Amy volunteers with ZACH Theatre and the Junior League of Austin.

Matthew MandichInfo~Tech Research Group

Matthew is a Director with Info~Tech’s Innovation Lab with extensive experience in assisting private and public sector organizations at planning strategic transformations & data driven decision making. Matthew combines his strong technical knowledge and analytical capabilities to deliver practical & result oriented programs and products to Info~Tech’s 30,000+ members. Matthew leverages his technical capabilities and financial knowledge to design and launch Info~Tech’s newest product offerings. Matthew graduated from the Richard Ivey School of Business with Honors Distinction in Business Administration.

Johnette Edwards McKown, Ed.D.McLennan Community College

Johnette Edwards McKown was named the third president of McLennan Community College in February 2009 and assumed the office of President on September 1. During her 25-year tenure at McLennan, McKown has provided leadership for the campus, first as Vice President of Business Services and then as Executive Vice President.Her many accomplishments at McLennan include providing leadership in commitment to student scholarships, developing a hybrid developmental English course, leading the sustainability movement on campus and nationally, bringing innovative financing to the campus to add more than $117 million in improvements



and new construction, successful master planning, and enhancing campus safety with upgraded technology.For 10 years, she served as an adjunct instructor in the School of Education at Baylor University, where she taught Business and Finance in Higher Education in their Scholars of Practice doctoral program. She periodically teaches English at McLennan.

Active in the community, McKown serves on the board of the Waco Family Practice Foundation, the Greater Waco Chamber of Commerce, KWBU Public Radio, Community Visioning Board (co-chair), United Way, and is past board member for the Waco Business League. She volunteers with Gospel Cafe, Christian Women’s Job Corp, and the Talitha Koum Institute. She has served as President of Waco Sunrise Rotary and the Heart of Texas Business Resource Center, and is a past board member of the Salvation Army.McKown was recognized as a Bluebonnet Girl Scout Council Woman of Distinction, as a Pathfinder in a Non-Traditional Role by the Waco YWCA, and as the recipient of the Nelson Award for Community College Administrative Leadership from the Texas Association of Community Colleges. Additionally, she received the Distinguished Alumni Citation from Texas A&M University—Commerce.She has been actively engaged in professional organizations, including Community College Business Officers and National Association of College and University Business Officers, and has served on numerous accreditation teams for the Southern Association of Colleges and Schools Commission on Colleges where she serves on the Board of Trustees. She has served on the Presidential Advisory Committee for the Association of Community College Trustees and is the Chair-Elect, Texas Association of Community Colleges. In Fall 2013, she was selected as one of 20 higher education administrators to participate in the Fulbright Seminar for U.S. Administrators in Germany.McKown received an AA from Paris Junior College, a BA in English from Louisiana College, a M.Ed. in reading and community college education from Texas A&M University-Commerce, and an Ed.D. in Secondary and Higher Education in Curriculum and Instruction from Texas A&M University-Commerce.

Jean B. McSpaddenTrinity Valley Community College

Jean is Vice President of Administrative Services and Chief Financial Officer at Trinity Valley Community College headquartered in Athens, Texas with satellite campuses in Terrell, Palestine, and Kaufman serving seventeen public school districts across five East Texas counties. Jean has oversight responsibility for Accounting Services, Finance, Human Resources, Facilities Management, Business Services, Transportation and Logistics, and the college’s Bookstore. She also assists the president and Board of Trustees on matters related to TVCC’s annual operating and capital budget. Jean has more than 20 years of progressively responsible experience in accounting, finance, and financial software applications. Prior to joining TVCC and the world of higher education in 2005, Jean was in the international oil and gas business in such varied areas as data management and control, tax, business analysis and reporting, revenue accounting, accounting systems development, treasury and finance, land

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administration, internal control and policy administration, joint venture auditing, and electricity/natural gas marketing accounting.She holds a Master of Business Administration degree in Corporate Finance from University of Dallas, with a Bachelor of Business Administration degree in Accounting from the University of Texas at Austin. She is a currently licensed CPA and is a member of the American Institute of Certified Public Accountants. She currently serves as the president of the Texas Association of Community College Business Officers.

Thomas G. Mullins, CEcDTyler Economic Development Council

Tom serves as the President/CEO of the Tyler Economic Development Council, serving Tyler and Smith County since June 1989. Additionally, Tom presides as the President/CEO of the Tyler Area Chamber of Commerce, a position he has had since March 1992. In 1999, Tyler Economic Development Council became the first economic development organization in Texas to be an Accredited Economic Development Organization (AEDO) by the International Economic Development Council (IEDC). Including TEDC, there are 3 AEDOs in Texas, and 42 in North America (as of December 2014). In 1997 and 2002 Tyler was recognized by the Texas Economic Development Council with the Community Economic Development Award for outstanding local development achievements. TxDOT presented the TEDC with the 2014 Texas Road Hand Award, an award given to those who have provided ongoing support for Texas roads and infrastructure.Tom has thirty years of experience in regional and community economic development. He has held offices on numerous boards and councils, including the Texas Economic Development Council Board, Governor Perry’s Council on Science and Biotechnology Development, Northeast Texas Economic Developers, and the Minnesota Industrial Development Council. Tom earned his Master’s degree from the University of Minnesota in Regional and Community Development. He has been a Certified Economic Developer since 1986. Tom lives in Tyler with his wife, Sharon.

William S. “Shack” NailEmployees Retirement System of Texas

William “Shack” Nail is the Special Projects and Policy Advisor for the Employees Retirement System of Texas (ERS). He is responsible for coordinating policy priorities, representing the Executive Office in constituent interactions, and communicating agency policy and programs to external stakeholders. Shack also directs efforts as agency ombudsman and reports directly to the Executive Director. Prior to his service to the State of Texas, Shack was a Special Agent for the Federal Bureau of Investigation. He has over thirty years of state service including stays with the Office of the Governor’s Criminal Justice Division, Associate Director for the Texas Center for Judiciary and Executive Director of the Texas State Board of Dental Examiners. Before he assumed his current position Shack served as Director Governmental Affairs, ERS General Counsel, ERS Deputy Executive Director and



Acting Executive Director of ERS. Shack received a Bachelor of Business Administration degree from Baylor University. He received a Doctor of Jurisprudence degree from Baylor University Law School.

Dr. Janie NeighborsNorth Central Texas College

Dr. Janie Neighbors has 24 years of experience working in Texas community colleges, beginning her higher education career in 1991 at North Central Texas College (NCTC) where she served as Registrar and Director of Admissions for 8 years. Janie then worked for Weatherford College for 8 years, establishing and running the branch campus in Wise County and also served as Dean of Institutional Effectiveness and SACS Liaison. Dr. Neighbors returned to NCTC on the financial side in 2007 and is serving as the Vice President of Financial & Administrative Services. In September, 2014, the NCTC women’s softball team’s bus was struck by a semi-truck while returning from a college softball event in Oklahoma. There were multiple student injuries and four fatalities. Dr. Neighbors will share some of the lessons learned by the institution as a result of this tragic event.

Gloria Nichols, CPA Teacher Retirement System of Texas (TRS)

Gloria is a graduate of Mississippi State University with a B.S. in Accounting. She has been a CPA for 30 years, working as a Controller and CFO in the private sector as well as owning her own CPA practice. Gloria has been with TRS for 3 years as a Senior Financial Accountant VII in the Financial Reporting Department where she was co-lead of the TRS CAFR last year. She is the GASB 67/68 lead at TRS and has spent the majority of the past two and a half years researching GASB 67 and 68. She led the successful implementation of GASB 67 for the 2014 CAFR and is now leading the GASB 68 implementation for the pension plan. She is the recipient of the 2015 Executive Director’s Award of Excellence for her work on the GASB 67 and 68 implementation.

Diane NovakLone Star College System

Diane is the Associate Vice Chancellor, Accounting at Lone Star College (LSC). She has served in this role since 2008. She oversees the system-wide accounting, general ledger, financial reporting, payroll and student financial services functions. Diane serves on the state-wide Texas Higher Education Coordinating Board’s community college financial reporting requirements committee. Diane began her career with LSC as Internal Auditor in 2005. Prior to working for LSC, Diane worked for a local CPA firm in The Woodlands. Before moving to Texas, she served as the Internal Audit Director for the Tennessee Housing Development Agency. Diane began her career with the Tennessee State Auditor’s Office as a financial and compliance auditor. She received her bachelor’s degree in Accounting from Murray State University and is a licensed Certified Public Accountant.

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Charles “Charlie” Oberrender, CPPBTexas Association of Community Colleges

Charlie is the Director of Cooperative Purchasing for the Texas Association of Community Colleges. Joining TACC in 2013, he manages the Texas Community College Cooperative Purchasing Network and assists members with their procurement needs. Prior to his arrival at TACC, Charlie was the Purchasing and Risk Manager for the City of Missouri City, Texas for twenty years. There he managed the purchasing, risk management, contract management and procurement card programs for the City. He has been involved in public purchasing since 1987. He is a charter member of Texas Public Purchasing Association and currently serves as the organization’s Executive Director. He is a member of both NIGP and NPI. Charlie has presented on various purchasing topics over the years at the NIGP, TACCBO, TxPPA and Lone Star Buyers conferences. He has served on numerous NIGP Forum Quality Control Teams and most recently served on the NIGP Audit Task Force. Charlie is a graduate of Wharton County Junior College, and is a member of the Fightin’ Texas Aggie class of ’83, holding a bachelor’s degree in Agricultural Economics. Charlie and his wife Linda have four children and one grandchild, and calls Fort Bend County home. He is addicted to country western dancing, enjoys traveling, caring for his cattle herd, and tending his vegetable garden. He is currently president of the Fort Bend County Farm Bureau and is a life member of the Fort Bend County Fair Association.

Dion PapafotePublic Agency Retirement Services

Dion Papafote is a Senior Manager at Public Agency Retirement Services (PARS). Based in Austin, Dion is responsible for product development, plan design, ongoing consulting services, and acts as the primary contact for client agencies in the Texas education market. Dion has a strong background in insurance, securities, and retirement plans. Prior to joining PARS in 2000, Dion worked in marketing and administration at Americo Retirement Services and as a registered principal for Aragon Financial Services.Dion has a Bachelor of Arts from the University of Texas, Austin and licenses in retirement, insurance, and health plan management.

Jay PearlmanSightlines

Jay is the Associate Vice President, Marketing at Sightlines. He has been with Sightlines since its inception in 2000. Over those years, he has played a variety of roles across the company, including those in operations, business development, quality control, and product development. As a key member of a new firm, Jay played a leading part in the development of the Return on Physical Assets Process, Sightlines’ member website, and the tools used to provide comparative benchmarking and analysis.



Aside from his work on our facilities offerings, he led the successful development and implementation of both Go Green and Housing Measurement, Benchmarking and Analysis services. Jay continues to lead several key member engagements each year.As Associate Vice-President, Jay has been a presenter at conferences hosted by the National Association of College and University Business Officers (NACUBO), the National Business Officers Association (NBOA), and the Association for the Advancement of Sustainability in Higher Education (AASHE). He is a frequent contributor to articles and has also been a guest blogger for the Chronicle of Higher Education. Jay developed a strong background in strategic facilities planning and operational analysis prior to joining Sightlines. At Vassar College, he was involved in master planning exercises and facilities policy development. With Facilities Resource Management Company (FRM), he served in the Controls and Budgets division. Jay gained facilities operations experience at Franklin & Marshall College as Manager of Service Response and was part of a team that managed two major capital construction projects.Jay received his BA from Vassar College. Jay resides in Guilford, Connecticut with his wife and daughter.

Daniel PerryUnimarket

Daniel is a Senior Executive of Business Development at Unimarket North America. With over 10 years experience in business development, Daniel has worked closely with many Higher Ed customers, providing them with the services and solutions they required to implement significant and long-lasting change. Daniel is originally from New Zealand, and has been based at Unimarket head office in Maryland, since 2012.

Jim PinkardTeacher Retirement System of Texas

Jim grew up in Germany as part of a military family, migrated to Texas and graduated from UTSA. After working in university admissions, serving time in the military and moving to Austin, he has traipsed through the financial arena of various state agencies focusing on a myriad of policy issues. Currently, Jim works as a senior budget analyst for TRS and is one heck of a square dancer. Although, if we’re being completely honest, that last claim is probably not true.

Harve PlatigNCSPlus Inc.

Harve is the National Director at NCSPlus Inc. Harve has over 35 years’ experience in all aspects of account and relationship management in many settings from field sales to Board of Director and top executive positions. Harve has served on numerous Boards, including a worldwide non-profit. In private industry he has provided account management for large clients such as Wal-Mart Corporate

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and Federal Express Corporate. Harve’s accomplishments with NCSPlus include lecturing the Business Law Section of the Florida Bar on “Collecting Receivables in Today’s Economy” along with numerous seminars including The Association of Public Treasurers for the US and Canada. Mr. Platig founded the Florida Government Debt Recovery Program which is now an established enterprise partnership with The Florida Association of Counties. Winning a nationally and publicly bid contract, this Florida program has now produced 5 years of outstanding results for over 50 public entity clients in the state. Harve’s team has expanded its work to New York, Maryland, Pennsylvania, Colorado, Texas, Utah, and California. Mr. Platig specializes in receivables management for education, healthcare and government clients. His work was instrumental in forming an alliance with E&I Purchasing Cooperative, the premier purchasing organization serving educational institutions.

Jeanie RalstonE&I Cooperative Services

Jeanie is the Director of Educational Markets at E&I Cooperative Services. Jeanie joined E&I Cooperative Services in 2011 as Director of the E-Procurement Marketplace initiative. Recently her role at E&I has been expanded to include responsibility for meeting with college business officers to share information about all of E&I’s new strategic initiatives. Jeanie holds an Ed.D. in Administration and Supervision from the University of Houston. She has been in administrator positions in higher education and working with colleges and universities for over 20 years. She held the position of Assistant Vice President of Business Affairs at the University of Texas Brownsville, and before joining E&I she worked for a technology company focusing on assisting colleges and universities with business process improvement and technology optimization.

Dave RiggsHerring Bank and Financial Payment

Dave Riggs is the Executive Vice President of Business Development for Herring Bank and Financial Payments. Dave is the product owner of the college ID card and disbursement product for the last 10 years at Herring Bank. Using the software capabilities of Financial Payments, Herring Bank will continue to generate new and advancing products for the college market.

Kristen SavantNorton Rose Fulbright

Kristen is a partner at Norton Rose Fulbright US LLP. Kristen joined the Dallas office in 1998. Previously, Kristen served as law clerk to the Honorable John V. Parker, United States District Court Judge for the Middle District of Louisiana. Kristen focuses her practice on public finance matters. She serves as bond counsel and underwriters’ counsel in debt offerings and business transactions for school districts, junior college districts, cities, counties, and special-purpose districts. Professional activities include: Louisiana State University Law School, Board of



Trustees (April 2006 – 2009), National Association of Bond Lawyers, State Bar of Texas, and the Dallas Bar Association. Kristen received the Texas Rising Star, Thomson Reuters, in 2006. Kristen received her B.S., cum laude, from McNeese State University; her J.D., Louisiana State University; and her LL.M., from Georgetown University Law Center.Kristen has many varied interests but mostly enjoys life with her husband and the joy of being a mom to their four young children.

Drew M. SloneNorton Rose Fulbright

Drew is counsel in Norton Rose Fulbright’s Dallas office. Her practice is concentrated in public finance and economic development. She has served as bond counsel, disclosure counsel, underwriter’s counsel, and trustee’s counsel for tax-exempt and taxable financings, including general obligation bonds, revenue bonds, and tax anticipation notes. Drew has also served as company counsel for tax-exempt financings for 501(c)(3) organizations as counsel to several development authorities.Professional activities include: State Bar of Texas, State Bar of Georgia, and the National Association of Bond Lawyers. Drew received her B.A., Magna Cum Laude, Political Science, from Transylvania University; and her J.D., with honors, from the University of North Carolina – Chapel Hill.Civic involvement includes: Board of Directors, Girls on the Run Atlanta, Race Sponsorship Chair (2011 – 2014); Board of Directors, Atlanta Women’s Health Center, Development Chair (2008 – 2012); and Leadership DeKalb (Class of 2012).Outside the office, Drew is a CrossFit, weightlifting and running enthusiast and coach who has completed 3 marathons and 10 half marathons and climbed Mt. Kilimanjaro. When not in the gym, Drew enjoys traveling and spending time with her husband and two rescue dogs.

Diane E. SnyderAlamo Colleges

Diane is Vice Chancellor for Finance and Administration at Alamo Colleges, San Antonio. Diane is responsible for Financial Planning, Human Resources, Facilities Planning and Management, Accounting, Business Services, Student Financial Aid, and Public Safety. She also guides the nine-member, elected Board of Trustees on matters related to Alamo Colleges’ $500 million annual operating and capital budget. Diane has more than 20 years of progressively responsible experience in public accounting, operations and financial management; with a proven track record of improving operational controls and efficiencies, especially in turnaround and high growth situations.Prior to joining Alamo Colleges in 2008, Diane was an Executive Director for over twelve years for AT&T where she managed staffs of up to 225 employees and budgets of $5 million - $2.5 billion in such varied areas as accounting, internal audit, purchasing, inventory control/fulfillment, billing and revenue assurance,

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and call centers. At Price Waterhouse during 1987 to 1996, Diane managed audit assurance, compliance, merger and internal control assessments for a diverse client base including Mary Kay Cosmetics and East Texas Baptist University.Diane is currently pursuing a doctoral degree in Higher Education Administration at the University of Texas at Austin. She holds a Master of Science degree in Accounting from University of North Texas, with a Bachelor of Science degree in Organizational Behavior from Leslie College. She is an active member of the Financial Executives Institute, Texas Society of Certified Public Accountants and Texas Assoc. of Community College Business Officers. The San Antonio Business Journal recognized Ms. Snyder as Best CFO 2010 Education Category.

Lori SouthernMcLennan Community College

Lori has been employed by McLennan Community College (MCC) for the past 18 years and is currently serving as Director of Administrative Services. She earned her AA degree from MCC and her BBA and MA from Baylor University. Lori spends her free time with her grandchildren, reading and running.

Catherine TerrellEmployees Retirement System of Texas

Catherine (Cathy) Terrell is the director of Governmental Affairs for the Employees Retirement system of Texas (ERS). The Governmental Affairs Division works closely with legislators, policy makers, and key stakeholders at the state and federal levels, coordinates agency testimony and strategic communications, monitors the legislative process, represents ERS externally, and leads the research and current affairs activities for the agency.Cathy’s prior experience at ERS includes leading the Communications and Research and Customer Benefits divisions. In those roles, Cathy helped to modernize ERS communications and benefit systems. ERS also enhanced member outreach through additional communication channels, such as statewide feedback sessions, enhanced website functionality, customized electronic communications, social media and online seminars, and several research efforts to clarify the needs and preferences of ERS members. ERS communications have been recognized as market leaders and earned national awards. Cathy has worked in both the public and private sector in public affairs and marketing. As a newspaper reporter and editor, her work earned awards from the Associated Press. She is a graduate of Texas A&M University and a Certified Public Manager.

Sarah Van CleefTyler Junior College

Sarah is the Vice President of Business Affairs and Chief Financial Officer at Tyler Junior College. She began her higher education journey at the college in 1999



as the Controller and moved into her current role in 2010. Her responsibilities include financial and budget planning; business services; campus services; auxiliary contract management for bookstore, dining, and housekeeping; environmental health and safety; financial aid; information technology; payroll; and other duties as assigned. Sarah is involved in several professionally related organizations including the National Association of College and University Business Officers, the Texas Association of Community College Business Officers, the Texas Higher Education Coordinating Board – Community College Liaison Group, and has served on accreditation teams for the Southern Association of Colleges and Schools Commission of Colleges.Sarah is engaged in the community of Tyler – both professionally and civically. On the professional scene, she is a member of the City of Tyler and Smith County Tax Abatement Committees and the City of Tyler Tax Increment Financing Zone Committee. Sarah’s civic involvement includes: Christian Women’s Job Corp., Historic Tyler on Tour, Junior League of Tyler, Inc., Tyler Catholic School System Parent Teacher Organization, Tyler Museum of Art Board of Directors, and Women’s Symphony League. Ms. Van Cleef holds a Master of Business Administration degree from the University of Texas at Tyler and a Bachelor of Science degree in Accounting from the University of Houston at Clear Lake. Additionally, she is a licensed Certified Public Accountant.

Cindy White, CPPO, CPPBCollin County Community College District

Cindy has been the Director of Purchasing for the Collin County Community College District since April 2000 and served as a Contract Administrator and Property Manager for Collin County, TX for 7 years prior.Cindy graduated from the University of North Texas with a B.S. in Home Economics and is a Certified Public Purchasing Officer (CPPO) and a Certified Professional Public Buyer (CPPB). She is an active member and former President of the DFW Metroplex Chapter of NIGP, serves on the Education and Professional Development Committee for the National Institute of Governmental Purchasing, and has served as Chair and Co-Chair of the Collin County Governmental Purchasing Forum.

Michael J. White, CPAWhite + Samaniego + Campbell, LLC

Michael is a co-founder of White + Samaniego + Campbell, which merged with Accounting & Consulting Group, LLP on January 1, 2015. He oversees all aspects of the operations of the El Paso Office, including client service. He is ultimately responsible for all engagements performed under him and attracts and develops new clients, as well as performs assigned administrative duties. Michael brings over 14 years of public and private accounting and consulting

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experience in a wide variety of industries, including significant experience in community colleges, not-for-profit, governmental, school districts, construction, gaming, distribution and retail. He has assisted in Sarbanes-Oxley readiness engagements; which includes, facilitating control documentation workshops, assisting clients with management’s internal control assessment, and implementing tools and technology to support the Sarbanes-Oxley compliance effort. He assists clients with setting up initial accounting systems and internal accounting processes. As his clients grow and require a more sophisticated accounting software, has consults them through the upgrade and software conversion. Michael is active in the following professional organizations: American Institute of Certified Public Accountants (AICPA) – Member, Texas Society of Certified Public Accountants (TSCPA) – Member, El Paso Chapter of the Texas Society of Certified Public Accountants – Member, YWCA Foundation – Board of Trustees – President, El Paso Opera Foundation, Board of Trustees – Vice President, Institute of Internal Auditors – Board of Trustee – Member, and Fred Loya Insurance - Board of Directors – Audit Committee Member.Michael received his Bachelor of Business Administration, Accounting, at the University of Texas at San Antonio.

David YoungTexas Higher Education Coordinating Board

David Young is the Senior Director for Special Projects in the Division of Strategic Planning and Funding at the Texas Higher Education Coordinating Board. He joined the Coordinating Board in February 2015 after serving ten years as an advisor to Governor Rick Perry. He developed many of the governor’s higher education initiatives, including his low-cost degree initiative, which challenged universities to offer degrees that cost $10,000. Today, thirteen universities in Texas offer one or more bachelor’s degrees for approximately $10,000. This initiative spread to other states, including Florida, where twenty-three institutions offer $10,000 degrees, and to California, which is developing similar low-cost programs. David also developed the governor’s higher education incentive funding initiative, which awarded $160 million to general academic institutions for fiscal years 2009 through 2011. David graduated summa cum laude with a Bachelor of Science in Business Administration degree from the University of Arkansas, and he received a Master of Business Administration degree from The University of Texas at Austin.


SUSTAINING BUSINESS PARTNERS

Blackboard, Inc. 22601 N. 19th Ave., Ste. 130 Phoenix, AZ 75027www.blackboard.com

Conference Attendees Peter Rivera, Terry Schulenburg

Blackboard Transact™ technology gives your students the convenience of one card for all their needs—from building access to campus meals, to on and off-campus purchases. They’ll also have easy and secure access to financial aid credit balances, student payroll, or money deposited from home. Plus, Blackboard Transact technology helps make your campus a model of expert and efficient operations and delivers round-the-clock student services.

Choice Partners 6300 Irvington Boulevard Houston, TX 77022 www.choicepartners.org

Conference Attendees Greg Lookabaugh, Fred CalhounChoice Partners purchasing cooperative offers quality, legal procurement and contract solutions to meet government purchasing requirements. Staff at Choice Partners complete the legal, competitively bid government procurement process so YOU can act immediately to access the contract YOU need, saving time and money on the bidding process and purchase.

First Southwest/TexSTAR/LOGIC 325 N. St. Paul Street, Ste 800 Dallas, TX 75201 www.firstsw.com

Conference Attendees Mica Owens, George WillifordFirstSouthwest is one of the country’s largest diversified investment banks, delivering expertise and insight to clients across varied industry specialties. Known as the Public Finance expert in the United States, FirstSouthwest provides financial advisory, underwriting, asset management and consulting services to diverse public sector entities nationwide. We consistently rank as one of the top financial

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advisors in the U.S. for tax-exempt issuances of debt, based both on number and par value of bond issues and for the past decade, FirstSouthwest has been the leading registered advisor in terms of par amount and number of issues.

Freese and Nichols, Inc. 4055 International Plaza, Ste 200 Fort Worth, TX 76109 www.freese.com

Conference Attendees Kirk Millican, Don LampeAcross the United States, Freese and Nichols professionals are designing and delivering innovative solutions for the challenges faced by our clients and the people they serve. While Freese and Nichols has been around since 1894, each project is new, treated to scrupulous analysis and a fresh approach.As early as 1924, Freese and Nichols was involved in work to serve educational facilities. Our award-winning education projects include architecture, engineering and master planning for two-and four-year colleges.

General Revenue Corporation 4660 Duke Drive, Ste 300 Mason, OH 45040 www.generalrevenue.com

Conference Attendee Denyc PerezGeneral Revenue Corporation is one of the largest and most successful college, university, and guarantee agency-focused collection agencies with the financial backing of a Fortune 500 company. Our experienced debt collectors have been providing collection services to higher education clients for more than 34 years. This experience means we can provide a smooth contract implementation and a quicker return on investment.

Herring Bank 2201 Civic Circle Amarillo, TX 79109 www.herringbank.com

Conference Attendee Dave RiggsHerring Bank originated in Vernon, Texas in 1899. The bank provides a full range of commercial and consumer banking products, as well as investment and trust



services. While the bank is primarily owned by the family of its founder, Col. C.T. Herring, the bank has directors and owners in communities that it serves. Through local leadership and ownership, Herring Bank has created a legacy of helping customers with their financial needs for some 110 years.

Higginbotham Insurance Agency 500 13th Street Fort Worth, TX 76117 www.higginbotham.net

Conference Attendees Harry Chapman, James HubbardHigginbotham serves as a Single Source for insurance, risk management and financial services by providing access to commercial and personal property/casualty coverage, employee benefits, retirement plans, life insurance and executive compensation through broad market representation. We also deliver risk management and benefit plan administration solutions.

HigherOne, Inc. 115 Munson Street New Haven, CT 06511 www.higherone.com

Conference Attendees Kathy Woods, Abigail Dupuis

We partner with colleges and universities to streamline and manage the financial aspects of campus life, freeing both students and institutions to focus on the most important thing: education. We are committed to creating a better world: for our clients, for students, for universities, for higher education, for our employees, for our community.We are always improving. If there is a better way, we will try to find it. Our business is built on integrity, teamwork, creativity, transparency, value and service.

Hunt Construction Group, Inc. 4099 McEwen, Suite 400 Dallas, TX 75244 www.huntconstructiongroup.com

Conference Attendees Jack Sovern, Clint Binkley

Strong client relationships are highly important to Hunt Construction Group, because we believe that success is achieved through active, dedicated connections

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with our clients. Hunt understands working in a cooperative manner is essential to meeting our clients’ needs, along with completing the project on time and as pledged. From Design-Build to Building Information Modeling, we have the team to get the job done right. Choosing Hunt guarantees that your project will turn out the way it was envisioned, regardless of size or scope. We spend the time, utilize the talent, and maximize every tool at our disposal to continually innovate and improve how we deliver your next landmark project.

INFO~TECH Research Group 602 Queens Ave. London, ON N6B 1Y8 www.infotech.com Conference Attendees Kevin Yoon, Carly Chadbourne

Infotech provides complete managed IT services, solutions and support tailored to the needs of businesses and organizations of all sizes. Our services cover planning, design, implementation, management and support of all aspects of IT infrastructure, including Networks, Data Security Systems, Servers, Desktops, Telephone PBX Systems and Internet Connectivity Services. We can support all of your day to day IT operations from Enterprise Application Support down to User Helpdesk. We are also implementation and channel partner of leading-edge network security and IT product companies such as Fortinet, Barracuda, Blue Coat, Digium & Coyote Point.

NBC - Neebo 4700 S. 19th Street. Lincoln, NE 68512 www.neebo.com

Conference Attendees David Collard, Ed Dillon

Who’s Neebo? We’re your complete college outfitter. If you’ve ever bought or rented a textbook, odds are you got it from Neebo. We carry and ship millions of textbooks that put us in the backpacks of college students across the country. We’ve got you covered from textbooks to team gear, and everything in between.

PARS 4350 Von Karman Ave., Ste 100 Newport Beach, CA 92660 www.pars.org

Conference Attendees Dion Papafote, Rachael Sanders

PARS offers retirement services designed specifically for each public agency’s unique



needs with the underlying objective of providing superior employee benefits while increasing management effectiveness, reducing operating costs, and relieving staff administration burdens. For nearly 30 years the PARS Team has consulted with over a thousand public agencies, administering programs that have cumulatively saved hundreds of millions of dollars in public resources. The PARS approach has been highly successful because we foster a collaborative and highly responsive service-oriented relationship with each individual public agency from the beginning stages of program design and implementation through ongoing administration and beyond.

Penn Credit Corporation 916 S. 14th Street Harrisburg, PA 17104 www.penncredit.com

Conference Attendee Stephen Powelson

Penn Credit will consistently be recognized as a cutting edge leader in the collections industry whose professionalism, ethics, and integrity will serve as a model for how collection agencies should be run and how they are viewed by both the public and regulators; our continued success and nationwide growth should be reflective of the consideration and respect we show our employees, the quality of our business relationships, our commitment to always doing what is both fair and right, the collection results we attain, and the manner in which we uphold the highest possible financial, legal and ethical standards.

Piper Jaffray & Co. 7000 N. Mopac Expressway, Ste 2102 Austin, TX 78731 www.pjc.com

Conference Attendee Kim Edwards

Piper Jaffray is a leading full-service investment bank and asset management firm serving clients in the U.S. and internationally. Our proven advisory teams combine deep product and sector expertise with ready access to global capital. Founded in 1895, the firm is headquartered in Minneapolis and has offices across the United States and in London, Hong Kong and Zurich. We offer a full suite of products to serve our clients’ business lifecycle needs, geographic reach in an increasingly global market, and deep expertise in our core sectors.

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Progressive Roofing 627 Crestside Dr. Duncanville, TX 75137 www.progressiveroofing.us

Conference Attendees Henry Abernathy, Alice Hunt

Progressive Roofing is a family owned roofing contractor that has been offering high quality services since 1978. Our headquarters are located in Phoenix, AZ yet we have regional offices throughout the United States and effectively service clients nationwide. Whether it is maintenance or replacement of your existing roofing, waterproofing weather barriers or the design and installation of new applications, the Progressive Roofing network is prepared to meet and exceed your expectations.When you work with Progressive Roofing, you are collaborating with a family-owned company with a long history of providing high quality and professional roofing.

Texas Association of Public Schools Property & Liability Fund 342 W. Woodlawn Ave., Ste. 300 San Antonio, TX 78108 www.tapsplf.org

Conference Attendees Patricia Evans, Steve Lapp

The Texas Association of Public Schools Property and Liability Fund (TAPS) is a self-insurance pool set up under the Texas Interlocal Cooperation Act on September 1, 2001. Membership is limited to public school districts, community colleges and education service centers. Access to the Fund is provided through a network of professional independent agents. Membership satisfaction will show that it is exemplary in offering quality, competitive products and services through a professional agent network.



Texas Book Company 8501 Technology Cr. Greenville, TX 75402 www.texasbook.com

Conference Attendees Stacy Dyer, Brent Dyer

Texas Book began operations August, 1975, in Greenville, Texas. Originally offering a limited supply of used books to small colleges and universities, we have grown to be one of the largest wholesale textbook companies in the United States, working with thousands of college bookstores in all 50 states. As a long-standing member of the academic community, Texas Book Company offers unequalled bookstore management expertise, service excellence, and financial strength. Unlike all other academic retailers, we guarantee our bookstore partners immediate access to executive management, and a rapid response from company decision-makers.

TexPool 1001 Liberty Avenue Pittsburg, PA 15222 www.texpool.com

Conference Attendee Jerry Landrum

TexPool is a local government investment pool created on behalf of Texas entities whose investment objectives are preservation and safety of principal, liquidity and yield consistent with the Public Funds Investment Act. TexPool currently provides investment services to over 2,000 communities throughout the State. The TexPool program offers a convenient and effective choice for the investment of local funds. As a AAAm rated local government investment pool, TexPool is committed to maintaining safety and stability.

TG – HigherEDGE Default Management Solutions 301 Sundance Parkway Round Rock, TX 78681 www.higheredge.net

Conference Attendees Cynthia Mayberry, June Perry

TG’s HigherEDGE® Default Management Solutions is a comprehensive service designed to help schools manage their cohort default rates (CDRs). Because

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high CDRs can lead to ineligibility for federal financial aid programs, successful CDR management is crucial to a school’s financial health. Our results-oriented approach can provide your school with quality customer service, as well as flexible outsourcing options that maximize efficiencies, reduce administrative burden, and are cost-effective.How do we do this? With an array of services, including: evaluating your institution’s existing default management practices; providing guidelines for increasing campus-wide involvement and establishing an institutional default management committee; delivering affordable and flexible call center services and outreach for borrowers during their grace period and when loans become delinquent.

Workday 2695 Dallas Parkway, Ste 104 Frisco, TX 75034 www.workday.com

Conference Attendees Jeff Gibbs, Melissa OlszewskiWorkday is a leading provider of enterprise cloud applications for finance and human resources. Founded in 2005, Workday delivers financial management, human capital management, and analytics applications designed for the world’s largest companies, educational institutions, and government agencies. Hundreds of organizations, ranging from medium-sized businesses to Fortune 50 enterprises, have selected Workday.


VERY IMPORTANT BUSINESS PARTNERS

Barnes & Noble College 120 Mountainview Blvd.Basking Ridge, NJ 07920

www.bncollege.com

Conference Attendees Janine von Juergensonn, Ben DixonBarnes & Noble College is the country’s leading college campus store operator, with a diverse range of campus partners across the country, which includes public and private universities, community colleges and law, medical and specialty schools. We pride ourselves on our dedication to providing superior service and selection.Our mission is to create campus stores that are focal points for college life and learning, enhancing the educational mission of the institution, enlivening campus culture and delivering a strong and consistent revenue stream to our partner schools.We are investing in technology and leading the industry to bring our customers new options, including digital products, devices and unique services. We support our operations with a broad range of resources, from highly skilled store managers to creative marketing specialists and the industry’s leading vendors.

Follett Higher Education Group 3 Westbrook Corporate Center

Westchester, IL 60154www.follett.com

Conference Attendee Alan StratmanFor more than 140 years, Follett has been a trusted partner to pre-K and K-12 schools, districts, and college campuses, taking care of the critical details that make it easier for schools to run, teachers to teach and students to learn. Every day, Follett serves over half of the students in the United States, and works with 70,000 schools as a leading provider of education technology, services and print and digital content. Follett is higher education’s largest campus retailer and a hub for school spirit and community, operating 940 local campus stores and 1,300 virtual stores across the continent. Headquartered in Westchester, Illinois, Follett is a $2.6 billion privately held company.

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Great Western Dining Service, Inc. P.O. Box 699

Tipton, MO 65081www.gwdining.net

Conference Attendees Billie Jennings, Bob Nold, John Nilges, Rick VandiverPutting a spin on menus and catering, Great Western Dining Service, Inc. offers personal service that focuses on the food, the cooking and the customer service, leaving pretentiousness out in the street. Cooking on campus is about using our culinary arts to enhance nature’s bounty in different and better ways for those dining with us. So, it only makes sense that our menus are a mix of influences, flavors, and creative ideas. When it comes to dining, we want more for you, we want Great, as in Great Western Dining. Our idea of customer service? Simple. Look for a way to always say, “Yes” to our customers and those clients we service.Founded in 1990, Great Western Dining Service, Inc. provides contracted dining services for schools, colleges & universities; camps & conference centers; and business & industry. From its inception, GWD has remained strongly committed to our original concepts of quality service coupled with delicious food.For each client that we partner with, GWD builds a personalized dining program based on location, population and current conditions, and then continually tweaks it and introduces new techniques and processes for the future, ensuring that each customized program is contemporary and always customer-oriented.Our preferred method of growth is via customer and client referral. We think that’s the very best way!



Immediate Credit Recovery, Inc. 169 Myers Corners Rd., Suite 110

Wappingers Falls, NY 12590www.icrcollect.com

Conference Attendees Donald Lusk, Juan Blanco

ICR was founded in 1990 to serve the collection needs of institutions of higher education, healthcare providers, and government and commercial entities across the nation. ICR has the specialized leadership, technology, and experience to provide institutions with a custom turnkey collection program.ICR’s excellent management oversight, zero-tolerance complaint program, exceptional customer service, advanced borrower privacy and data security safeguards, on-line account review and reporting, along with cutting edge technology and countless other services have catapulted ICR to the top of our industry.Mission Statement: ICR is committed to providing superior debt recovery services while maintaining the highest level of professionalism and respect for all parties involved. This will be accomplished by the pledge to ensure that all consumer debtors maintain their dignity and self-worth throughout the assistance being provided to them in resolving their outstanding debts.

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Johnson Controls, Inc. 3021 West Bend Drive

Irving, TX 75063www.jci.com

Conference Attendees Jim Swan, Lisa Loupe, Rhonda Johnson

Johnson Controls is a global diversified technology and industrial leader serving customers in more than 150 countries.Our 170,000 employees create quality products, services and solutions to optimize energy and operational efficiencies of buildings; lead-acid automotive batteries and advanced batteries for hybrid and electric vehicles; and interior systems for automobiles.Our commitment to sustainability dates back to our roots in 1885, with the invention of the first electric room thermostat. Through our growth strategies and by increasing market share we are committed to delivering value to shareholders and making our customers successful.In 2014, Corporate Responsibility Magazine recognized Johnson Controls as the #12 company in its annual “100 Best Corporate Citizens” list.


EXHIBITORS

Armko Industries, Inc. 1320 Spinks Rd.Flower Mound, TX 75028 www.armko.com

Conference Attendees Doug Shearer, Mike PerryARMKO Industries, Inc. is a Roof Consulting Firm, founded in 1983, that works with Architects, Engineers, Facility Management Personnel, and Building Owners to properly specify and develop a successful long term repair or re-roof project.

Arthur J. Gallagher & Co.5420 LBJ Frwy#400Dallas, TX 75240 www.ajg.com

Conference Attendee Bill DickensonGallagher’s Higher Education Practice specializes in serving the benefits, risk management and insurance needs of higher education institutions.

BuyBoard12007 Research Blvd.Austin, TX 78759 www.buyboard.com

Conference Attendee Wade ThomsponCombining the purchase power of local governments provides members – big and small – the leverage to achieve better pricing on products, equipment, and services they use every day.

CAS-Claims Administrative Services, Inc.501 Shelley DriveTyler, TX 75701 www.cas-services.com

Conference Attendees Weldon Morgan, Bill CostanzaCAS has provided clients with expertise in loss control, claims management and medical cost containment. Our experience has helped make us the leading workers’ compensation program provider for schools and colleges in Texas.

Creative Bus Sales3880 Valley View LaneIrving, TX 75062 www.creativebussales.com

Conference Attendee Casey GaskinWith over 30 years in the bus industry, Creative Bus Sales has more expertise with

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EXHIBITORS

vehicle sales, service, parts, warranty and customer satisfaction than any other dealership in the nation.

E&I Cooperative Services, Inc.2 Jericho Plaza, Suite 309Jericho, NY 11753 www.eandi.org

Conference Attendee Jeanie Ralston

E&I is the member-owned, not-for-profit sourcing cooperative delivering expertise, solutions, and services to the educational community and related institutions.

Ellucian4 Country View Rd.Malvern, PA 19355 www.ellucian.com

Conference Attendee Brad Parmer

We provide the higher education software, services, and analytics you need to manage your day-to-day campus business faster, easier, and more effectively.

First Public, LLC12007 Research Blvd.Austin, TX 78759 www.firstpublic.com

Conference Attendees Nathan Smith, Cole Hentschel

First Public is a registered broker-dealer with the Securities and Exchange Commission, the Financial Industry Regulatory Authority, and the Municipal Securities Rulemaking Board and is licensed with the Texas Department of Insurance.

Global Asset1815 Monetary Lane #100Carrollton, TX 75006 www.globalassetonline.com

Conference Attendee Tom Earley

Our services are built from the logical flow of an IT asset’s lifecycle; Evaluation, Procurement, Deployment, Disposition, and Support.


EXHIBITORS

Government Capital Corporation345 Miron Dr.Southlake, TX 76092 www.govcap.com

Conference Attendee Stephanie Cates

Government Capital Corporation has established itself as the leader in public finance with their expertise, thousands of successful financing projects nationwide, and their full range of innovative financial services.

Ion Wave Technologies, Inc.3653 South Ave.Springfield, MO 65807 www.ionwave.net

Conference Attendee Rachael Jennings

Ion Wave Technologies, Inc. (IWT) is a Web and Internet software development company providing web-based software applications for education, government, and the private sector.

MCC InnovationsP.O. Box 2235Tallahassee, FL 32316 www.mccinnovations.com

Conference Attendee Russell Haddock

MCCi has spent the last 10 years working with Cities, Counties, State, Higher Education, School Districts, and Commercial Businesses on records and document management, document scanning, business workflow and open records request management.

McLemore Building Maintenance110 Fargo StreetHouston, TX 77006 www.mbminc.com

Conference Attendee Dave Prewitt

Over 43 years of providing day and evening janitorial and related facility services has given us an in-depth understanding of client requirements across a multitude of facility environments.

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EXHIBITORS

NCC Business Services9428 Baymeadows Rd., Suite 200Jacksonville, FL 32256 www.collectionsiq.com

Conference Attendee Cindy Schick

NCC Business Services of America, Inc., a national firm founded in 1986, provides campus-based student financial services professionals, lenders and originators with compliant, professional, effective and respectful educational debt collection services.

Nelnet Business Solutions3228 San Sabastian Dr.Carrollton, TX 75006 www.nelnet.net

Conference Attendees James Stephens, Bob Gentile

Nelnet Business Solutions provides tuition management services for K-12 schools, campus commerce solutions for higher education institutions, and payment processing solutions for municipalities.

Neopost Texas District3030 LBJ Frwy., Suite 1250Dallas, TX 75234 www.neopost.com

Conference Attendee John O’Neal

From opening your letters, to metering your mail, to enticing your customers to read your communications; Neopost can help you at every stage of the business communication management process.

Parlance Corporation400 West Cummings Park #2000Woburn, MA 01801 www.parlancecorp.com

Conference Attendee Chris DeRizzo

Our goal is to be the premier provider of auto attendant solutions that enable spoken navigation of the voice network.


EXHIBITORS

Parsons Roofing605 E. CentralLorena, TX 76655 www.parsonsroofing.com

Conference Attendee Jeff StrainParsons Roofing specializes in the installation of the Duro-Last Roof System. We have installed the Duro-Last system on numerous schools, churches, banks, shopping malls, private businesses, and government buildings.

PFM Asset Management Services, Inc.221 W. 6th Street, Suite 1900Austin, TX 78701 www.pfm.com

Conference Attendee Barry Baughier, Bruce RideauxPFM is proud to provide independent financial advisory services to government and non-profit clients for 40 years.

Rapid Power Management, LLC19111 North Dallas Pkwy., Suite 125Dallas, TX 75287 www.rapidpower.net

Conference Attendee J.D. Dodson, David KnightOur dedicated team of professionals provides proactive energy management solutions to ensure the ongoing resources of our clients and for future generations.

Sightlines405 Church Street, Ste. 2Guilford, CT 06437 www.sightlines.com

Conference Attendee Jay PearlmanSightlines was founded in 2000 with the mission of helping educational institutions better manage their facilities investments.

SSC1845 Midpark Rd., Suite 201Knoxville, TN 37921 www.sscserv.com

Conference Attendee Velma RickmanWith a decade of industry experience, SSC partners with educational institutions

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EXHIBITORS

to further the success and well-being of students, staff, and faculty by delivering quality integrated facilities programs.

Texas Association of Community Colleges (TACC)1304 San Antonio, Ste. 201Austin, TX 78701 www.tacc.org

Conference Attendee Charlie Oberrender

TACC is a non-profit association that includes all 50 public community college districts in the state. The cooperative purchasing program is a valuable tool to obtain necessary goods and services by aggregating volume, securing best pricing, and reducing administrative overhead.

TASB Risk Management FundP.O. Box 301Austin, TX 78767-0301 www.tasbrmf.org

Conference Attendee Todd Shade

At the Fund, we do one thing – provide risk management services for school districts and other education entities in Texas.

Texas CLASS999 18th Street, Suite 1230Denver, CO 80202 www.texasclass.com

Conference Attendee Karen Proctor

Texas CLASS is a local government investment pool emphasizing safety, liquidity, convenience and competitive yield.

Three Rivers Systems, Inc.P.O. Box 4067Chesterfield, MO 63006 www.threeriverssystems.com

Conference Attendee Maureen Harrigan-Gaylord

Our flagship higher education ERP solution automates the entire student lifecycle, integrating admissions, registration, student billing, financial aid, student services, and more into a single systems, whether on premise or in the cloud.


EXHIBITORS

TMS – Tuition Management SystemsFrisco, TX 75034 www.afford.com

Conference Attendee Jennifer HeckartServing millions of students and families over twenty-five years, Tuition Management Systems, part of The First Marblehead Corporation, is committed to helping people afford education.

TouchNet Information Systems, Inc.15520 College Blvd.Lenexa, KS www.touchnet.com

Conference Attendee Dirk BravenceEver since its inception, TouchNet has focused on its unwavering commitment to a seamless unification of campus commerce.

Unimarket NA, Inc.111 Cathedral StreetAnnapolis, MD 21401 www.unimarket.com

Conference Attendee Daniel PerryIn the true spirit of collaboration we partner with all our customers and suppliers to continuously drive cost savings and provide outstanding support.

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TACCBO 2015 ANNUAL MEETING

June 20, 2014

The meeting was called to order by President Josette Shaughnessy at 11:20 a.m. on Friday, June 20, 2014. Josette recognized the College of the Mainland and Galveston College co-host committee and the President-Elect, Jean McSpadden for the excellent program.

A motion to approve the minutes of the 2013 TACCBO Business Meeting, as printed in the program, was made by Fred Scott and seconded by Bob Liberty; motion carried.

The treasurer’s report was given by Jean McSpadden, standing in for Diane Snyder the TACCBO Treasurer. The Audit Committee comprised of Tracy Bergstrom, Garry David, and Carol Hutson, moved to accept that the 2013 financial statements be approved. Since the recommendation came from committee, there was no need for a second motion; motion carried.

Members of the Resolutions Committee comprised of Prem Baweja, Bob Liberty, and Julie Bradley, presented the resolution giving thanks to the officers, the host committee, the program sponsors, and the exhibitors. The following retiring members of TACCBO were recognized: Tony Riley from South Plains College and Joyce Helberg from Trinity Valley Community College. The Resolution Committee moved to accept the resolution as read. Since the recommendation came from committee, there was no need for a second motion; motion carried.

The future locations for upcoming TAACBO Conferences were announced:

• 2015 - Fort Worth - hosted by Tarrant County College

• 2016 - Horseshoe Bay at Marble Falls - hosted by Central Texas and Austin Community Colleges

• 2017 - Dallas - hosted by Dallas County Community College District

The Nominating Committee, composed of past presidents Keith Blundell, Rick Bender, and Duane McNaney, presented the following slate of officers for nomination:

President: Jean McSpadden President-Elect: Sarah Van CleefSecretary: Steve Williams Treasurer: Diane Snyder

There were no nominations from the floor. The Nominating Committee moved to approve the slate of officers as presented. Since the recommendation came from committee, there was no need for a second motion; motion carried.


TACCBO 2015 ANNUAL MEETING

Jean McSpadden took the floor and presented a plaque to Josette Shaughnessy for her outstanding service to TACCBO.

There was no old business to discuss. Under new business, Josette Shaughnessy explained to the membership that there was a small group of business officers, comprised of Neil Vickers, Gene Gooch, and Janie Neighbors, that would propose standard guidelines for the changes regarding TRS, ORP, and ERS. Jean thanked John Robertson for the outstanding job he did with the business partners. Sarah Van Cleef requested any suggestions or ideas for program speakers for the summer conference of 2015 be forwarded her way.

Fred Scott moved to adjourn the meeting at 11:45 a.m., seconded by Janie Neighbors; motion carried.

Respectfully submitted,

Sarah Van CleefSecretary, TACCBO

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STATEMENT OF FINANCIAL POSITION

As of December 31, 2014

TOTAL ASSETS

Current AssetsBank Accounts

Cash on Hand $ -Cash Wells Fargo Checking 60,654.63Cash Wells Fargo Savings 130,869.07FSB Athens Checking -

Total Bank Accounts $191,523.70Accounts Receivable

Accounts Receivable (A/R) 200.00Total Accounts Receivable 200.00

Total Current Assets $191,723.70TOTAL ASSETS $191,723.70

LIABILITIES AND EQUITYLiabilitiesTotal LiabilitiesEquity

Opening Balance Equity 156,111.16Retained Earnings -Net Revenue 35,612.54

Total Equity $191,723.70TOTAL LIABILITIES AND EQUITY $191,723.70


STATEMENT OF ACTIVITY

January - December 2014

TOTAL Revenue

Annual Conference Revenue $ -Annual Conference and Golf Registration Fee 26,450.00Business Partners Registration Fees 112,597.50

Total Annual Conference Revenue 139,047.50Annual Member Dues 10,400.00CFO Meeting Registration Fees 2,000.00

Total Revenue 151,447.50Gross Profit $151,447.50

ExpendituresAnnual Conference Expense $ -

Family Night Expense 21,588.53Hotel Facilities and A/V Expense 23,605.60Hotel Food Expense 32,047.46Hotel Rooms Hosts, Officers, Speakers 5,917.33President’s Reception 14,630.48Site Selection and Conference Processing 5,755.01Speaker Expense 1,128.40Supplies and Materials Expense 726.27

Total Annual Conference Expense 105,399.08Banking and Credit Card Processing Charges 1,898.62CFO Meeting Expense 2,271.95Office Expenses 40.50Other General and Admin Expenses -Website Expense 6,294.00

Total Expenditures 115,904.15

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STATEMENT OF ACTIVITY (CONT’D)

Net Operating Revenue $ 35,543.35

Other RevenueInterest Earned $ 69.19

Total Other Revenue 69.19Net Other Revenue 69.19Net Revenue $ 35,612.54

STATEMENT OF CASH FLOWS

January - December 2014

TOTAL OPERATING ACTIVITIES

Net Revenue $ 35,612.54Adjustments to reconcile Net Revenue to Net Cash provided by operations: -Accounts Receivable (A/R) (200.00)

Net cash provided by operating activities $ 35,412.54

FINANCING ACTIVITIESOpening Balance Equity $ -

Net cash provided by financing activities -Net cash increase for period 35,412.54Cash at beginning of period 156,111.16Cash at end of period $191,523.70


NOTES

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CONFERENCE CENTER

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CHARTEROAK

BOARDROOM

TREATYOAK

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GRAND BALLROOMFOYER

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BAR WIRED

BUROAK

POSTOAK

RIO GRANDE

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ELM FORK II

WESTFORK I

CENTRAL ELM FORK I

THE SHOPPE &BUSINESS CENTER

CONFERENCE REGISTRATION

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WORTHINGTON ROOM

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Documents

2015 TACCBO ANNUAL CONFERENCE · 2018. 4. 17. · 8 | 2015 TACCBO Annual Conference PFM Asset Management LLC is an investment advisor and/or administrator to numerous statewide Local