TACCBO 2013 Annual Conference Schedule of EventsTUESDAY June 11

10 a.m. - 4 p.m. LocationPublic Funds Investment Act Training Ken Couch, Senior Managing Consultant, PFM Asset Management LLC Veramendi – Salon G

1 - 6 p.m.Registration Tote bags provided by Johnson Controls, Inc. Neck Wallet Lanyards provided by Commerce Bank Host Committee, Officer and Volunteer Polo Shirts provided by Conference Center SSC Service Solutions Permanent Registration

4 - 9 p.m.Exhibitor Move-In Veramendi – Salon E

5 - 10 p.m.Hospitality Suite Suite 1001 Sponsored by Great Western Dining Services, Inc.

WEDNESDAY June 12

7 a.m. - 5 p.m.Registration Conference Center Permanent Registration

6 - 8 a.m.Breakfast Hotel Atrium

8 - 8:30 a.m.Welcome Dr. Tom Butler, President, Victoria College Veramendi – Salon F

President’s Remarks and Business Partner Recognition Duane McNaney, Vice President of Administrative Services, Kilgore College Veramendi – Salon F

8:30 - 10 a.m.GENERAL SESSION Creating an Immediate Connection Mac Fulfer, Amazing Face Reading Veramendi – Salon F

10 - 10:30 a.m.Exhibits and Business Partner Break Co-Sponsored by Nelnet Business Solutions, Rapid Power Management, LLC, and TechKnowledge Corp. Veramendi – Salon E

10:30 - 11:20 a.m.CONCURRENT SESSIONS 1.1 Affordable Care Act Carl Mowery and Paul Anderson, Grant Thornton LLP Veramendi – Salon F

1.2 Anybody Heard of MOOCs? Mary E. Smith and Van Davis, Texas Higher Education Coordinating Board Veramendi – Salon G

1.3 Trends in Education Technology: “What’s Next?” David Jacobs, TechKnowledge Consulting Corporation Veramendi – Salon H

1.4 Online Government Surplus Sales Tim Lucas, The Public Group Veramendi – Salon I

11:30 a.m. - 12:20 p.m.CONCURRENT SESSIONS 2.1 AFR Update

Gary W. Johnstone, Texas Higher Education Coordinating Board Veramendi – Salon F

2.2 Budget Onion: Stratification of Operational Priorities Ed DesPlas, Dallas County Community College District Veramendi – Salon G

2.3 SACS Presentation Gene Gooch, McLennan Community College Veramendi – Salon H

2.4 Leveraging the Federal Government’s Buying Power: GSA’s State and Local Programs Mark A. King, General Services Administration Veramendi – Salon I

12:30 - 1:30 p.m.Networking Lunch with Business Partners Co-Sponsored by First Public, First Southwest/TexSTAR/Logic, Freese & Nichols, Inc. and Texas Association of Public Schools Spring Lake Ballroom

1:30 - 2:20 p.m.CONCURRENT SESSIONS 3.1 Construction & Procurement Issues

Laura Fowler, Fowler Law Firm Veramendi – Salon F

3.2 Accounts Receivable Roundable Pat Disbrow, Dallas County Community College District Veramendi – Salon G

3.3 Affordable Care Act Carl Mowery & Paul Anderson, Grant Thornton LLP Veramendi – Salon H

3.4 Risk Managers Meeting, Part I John King, Dallas County Community College District Veramendi – Salon I

3.5 AFR Update Gary W. Johnstone, Texas Higher Education Coordinating Board Veramendi – Salon J

2:30 - 3:20 p.m. 3.4 Risk Managers Meeting, Part II

John King, Dallas County Community College District Veramendi – Salon I

2:30 - 3:20 p.m.CONCURRENT SESSIONS 4.1 Positive Approaches to Leadership

Linda Brown, El Paso County Community College District Veramendi – Salon F

4.2 Going Paperless with Student Refunds: A Win-Win for Everyone Diane Novack, Lone Star College System Veramendi – Salon G

4.3 Navigating the Transition to Digital Course Materials and EBooks Alan Stratman, Follett Book Store Veramendi – Salon H

4.4 Purchasing Updates Cindy White, Collin County Community College District Veramendi – Salon J

3:30 - 4 p.m.Exhibits and Business Partner Break Co-Sponsored by Higher One, Immediate Credit Recovery, Inc. and Texas Book Company Veramendi – Salon E

4 - 4:50 p.m.CONCURRENT SESSIONS 5.1 Psych: The Psychology of Money “Secrets”

to Help Create the Life You Want Rebecca D. Turner, Wealth Strategy Advisors Veramendi – Salon F

5.2 Outsourcing Facility Support Services: Cutting Budget Without Cutting Employees Haley Rose, SSC Service Solutions Veramendi – Salon G

5.3 Financial Student ID Card for Campus Commerce Dave Riggs, EVP for Herring Bank Veramendi – Salon H

5.4 Insurance Coverage Requirements John King, Dallas County Community College District Veramendi – Salon I

5 - 6:30 p.m.Hospitality Suite Suite 1001 Sponsored by Great Western Dining Services, Inc. 7 - 9 p.m.President’s Reception Spring Lake Ballroom Sponsored by Commerce Bank

THURSDAY June 13

6 - 9 a.m.Breakfast Hotel Atrium

6:30 a.m.Depart for Golf Scramble

7:30 a.m. - 1:30 p.m.Golf Scramble Co-Sponsored by Alliance Bus Group, Great Western Dining Services, Inc., Herring Bank, Johnson Controls, Inc., Oracle and Texas Book Company Plum Creek Golf Course, Kyle, Texas

7:30 a.m. - 1:30 p.m.On Your Own

1:30 - 2:20 p.m.GENERAL SESSIONWhere do we go from here? 6.1 Dr. Bill Holda, President, Kilgore College Veramendi – Salon F

2:30 - 3:20 p.m.CONCURRENT SESSIONS 7.1 UBIT et al - Tax Update

Kimberly Schrant, Grant Thornton LLP Veramendi – Salon F

7.2 Budgeting Allocation at Lone Star College: Innovation, Efficiency & Accountability Cindy Gilliam, Lone Star College Veramendi – Salon G

7.3 Fraud in the Workplace: Schemes and Strategies Lynn L. Menard, Gainer Donnelly LLP, CPAs Veramendi – Salon H

7.4 Before You Build: What Schools Must Know Before Signing Construction Contracts Thomas E. Myers, Brackett & Ellis PC Veramendi – Salon I

3:30 - 4 p.m.Exhibits and Business Partner Break Co-Sponsored by Alliance Bus Group, Inc., E & I Cooperative and Entegral Solutions Veramendi – Salon E

4 - 4:50 p.m.CONCURRENT SESSIONS 8.1 “Nuts & Bolts” of Community College Funding

Don Hudson, Texas Association of Community Colleges Veramendi – Salon F

8.2 Purchasing Legislation Update Janet Hasty, Government Procurement Services Veramendi – Salon G

8.3 Fraud in the Workplace: Schemes and Strategies Lynn L. Menard, Gainer Donnelly LLP, CPAs Veramendi – Salon H

8.4 “Show Me the Money” - Payroll Matters Betty Butler, Dallas County Community College District Veramendi – Salon I

6 p.m.Buses Depart for Family Night

6:30 - 11 p.m.Family Night Co-Sponsored by Great Western Dining Services, Inc. and Johnson Controls, Inc Tejas Hall at Texas Old Town, Kyle Texas

FRIDAY June 14

6 - 8:30 a.m.Breakfast Hotel Atrium

7:30 - 8:30 a.m. 9.1 CFO Roundtable Discussion & Breakfast Duane McNaney, Kilgore College Veramendi – Salon C*

9.2 Purchasing Roundtable Discussion & Breakfast Cindy White, Collin County Community College District Veramendi – Salon D* *Bring Breakfast from Hotel Atrium

8:30 - 9:30 a.m. 10.1 Update from TACC Don Hudson and Steve Johnson, 83rd Texas Legislature Charles Oberrender, Purchasing Network Update Veramendi – Salon F

9:30 - 9:45 a.m.Break Co-Sponsored by Blackboard Transact, McLemore Building Maintenance and Regions Bank Veramendi – Pre-Function Salon F

9:45 - 11 a.m. 11.1 Update from Austin

Words from Commissioner Raymund A. Paredes, Texas Higher Education Coordinating Board

Updates: Shack Nail, Employees Retirement System

Daniel Estrada, Legislative Budget Board Kelly Furgeson Linder, State Auditor’s Office David Young, Governor’s Office Veramendi – Salon F

11 a.m. - 12 p.m. 12.1 TACCBO Annual Business Meeting

Duane McNaney, Kilgore College Veramendi – Salon F

12 p.m. Conference Concludes

Mac Fulfer – Keynote SpeakerAmazing Face Reading

Mac Fulfer is a popular speaker who gives presentations on face reading for national and international conferences. He customizes his presentation to the specific needs of any organization such as improving sales, jury selection, and better hiring interviews. He has spoken to more than 1,500 companies and organizations that include American Airlines, the FBI, the Kansas State Judicial Conference, Business Week Magazine, the International Meeting Planners, the National Association of Legal Administrators and the US Postal Service.

Mac Fulfer practiced law in Fort Worth for over 22 years after earning his Doctorate of Jurisprudence from the University of Texas in 1975. Initially, Mr. Fulfer became interested in the practice of face reading for the purpose of jury selection. He quickly discovered that face reading changed his perspective, allowing him to see people more compassionately through the experiences reflected on their faces. Since then, he has researched and developed these skills and presented ideas in workshops across the country. His workshops are in great demand from lawyers, educational institutions, Fortune 500 companies and other venues that have and interest in understanding people. As a presenter, Mr. Fulfer relies on his background, personal experience, wisdom and expertise in face reading to give participants information that will enhance their communication skills.

William Holda– Keynote Speaker Kilgore College/Texas Association of Community College

Dr. Bill Holda, President of Kilgore College, is a native of Lafayette, Indiana. He holds a Bachelor of Arts in Music from St. Joseph’s College in Rensselaer, Indiana; a Masters of Music in Voice Pedagogy from Indiana University; and a Doctor of Education degree in Higher Education Administration from East Texas State University.

Dr. Holda came to Kilgore College in 1975 as an instructor of music. During his tenure at Kilgore College, he has also served as an instructor of philosophy, Director of the Fine Arts Division, and Dean of Admissions & Registrar. He was named the eighth president of Kilgore College on July 3, 1996.

Dr. Holda is highly involved in numerous professional, civic, and state organizations and boards. He has served various churches in the region, both in a musical and ministerial capacity. Dr. Holda is also the current chair for the Texas Association of Community Colleges.

Speaker Information

Paul Anderson Grant Thornton LLP

Paul joined the Grant Thornton Compensation and Benefits Consulting practice in 2005. He is based in the Seattle office of Grant Thornton, and he is responsible for providing compensation and benefits consulting support to clients in the Western region. Paul has been a benefits and compensation consultant for over 30 years, and he has extensive experience in all aspects of qualified plans, health and welfare plans, non-qualified deferred compensation and incentive compensation plans, and equity-based compensation. He also specializes in employee benefits issues in mergers and acquisitions, such as due diligence, dealing with golden parachutes, and integrating benefit and compensation plans post transaction. In addition, Paul has experience in the tax and funding aspects of employer-sponsored health and welfare plans.

Linda Brown El Paso County Community College District

Linda is a Speech Instructor and Speech and Music Coordinator at the Transmountain Campus and at Fort Bliss and has taught at EPCC for 13 years. She is a member of the EPCC Leadership Development Academy Committee and provides training several times a year for faculty and staff participants in the Leadership Academy. She is also a co-coordinator and presenter for Leadership EPCC, the EPCC student leadership academy. As a member of the EPCC Critical Thinking Team for five years she developed and provided training at the K-12, college and university level and has served as a SACS Quality Enhancement Plan evaluator for 2 colleges whose QEPs were on critical thinking.

She is a certified trainer and facilitator in administering Insights Learning and True Colors personality assessment instruments. Her dissertation was on the skills necessary for effective leadership at the community college level. She provides training in personality assessment, change, leadership, communication, conflict resolution, customer service, and teambuilding.

Betty Butler Dallas County Community College District

Betty Butler is the Associate District Director Financial Services/Assistant Comptroller for the Dallas County Community College District (DCCCD). She has oversight and accountability for the District’s disbursements and compliance with a variety of federal and state laws and regulations. Her responsibilities include the identification and implementation of financial systems to meet both internal and external reporting needs. She also monitors changes in tax laws, regulations and reporting requirements and serves as the on-site coordinator for the annual financial audit activities and year-end close.

Betty has 15 years of service with DCCCD, joining the payroll staff in 1997, immediately participating in the implementation of the Ellucian (Datatel) HR/Payroll system, and served as Coordinator of Payroll and Records and then as District Director of Payroll from 2000 – July 2005. Prior to joining DCCCD, she was a regional accounting manager for an investor owned utility. She earned her accounting degree and graduated with honors from the University of North Texas. Betty is a native Texan, born in San Angelo, Texas and now resides in Lewisville.

Tom Butler Victoria College

On September 1st, 2008, Dr. Tom Butler became the fourth President of Victoria College. Dr. Butler has been a classroom teacher, teaching economics part time at the University of North Texas and at community colleges in the north Texas area, and teaching full time at Thomas Nelson Community College in Hampton, Virginia. He has also served as the Director of Research for International Data Bank, was a management consultant, and held the post of Assistant Commissioner for the Virginia Department of Labor.

Dr. Butler began his career in higher education administration as a Dean at Northern Virginia Community College, located in the Washington, D.C. suburbs, and later became Provost of its Annandale campus – a campus of 14,000 students from 150 different countries. In 2002, Dr. Butler returned to his home state of Texas when he accepted a position as President of Lone Star College – Montgomery (formerly Montgomery College).

Dr. Butler is a native Texan, attended public schools in Carrollton, Texas, and received B.A. and M.S. degrees in Economics from the University of North Texas. He holds a doctorate in Higher Education from the College of William and Mary in Virginia.

Ken Couch PFM Asset Management LLC

Mr. Couch has over 16 years of experience in working with local governments throughout Texas, Louisiana, Alabama, Florida, Georgia, Indiana and Wisconsin, becoming familiar with each state’s investment statutes. During this time, he has worked with various governmental entities ranging from county, city, school district, universities and colleges, as well as special districts. Mr. Couch assist his clients in identifying short and long term investment options, while working with client portfolios ranging from $10 million to over $1 billion. Mr. Couch works with clients with annual investment policy review, cash flow analysis, as well as, structure client’s portfolios for bond proceeds investing.

Mr. Couch is a member of the Government Finance Officers Association (GFOA), Government Finance Officers Association of Texas (GFOAT), Government Treasurers Organization of Texas (GTOT) and Texas Association of School Business Officials (TASBO). He has taught courses on the Public Funds Investment Act (“PFIA) throughout Texas, including subjects ranging from Cash Flow Forecasting to Implementing Investment Strategies. Mr. Couch earned a bachelor’s degree from the University of Texas and currently holds Series 6 & 63 licenses.

Van L. Davis Texas Higher Education Coordinating Board

Dr. Davis is Director of Special Projects in the Workforce, Academic Affairs, and Research Division at the Texas Higher Education Coordinating Board. Van holds a Ph.D. in 20th Century US History from Vanderbilt University and taught both public and private institutions for ten years before joining the THECB in 2007. He is currently leading the coordinating Board’s efforts in responding to Governor Perry’s call for a $10,000 bachelor’s degree as the director of the Texas Affordable Baccalaureate Project funded through an EDUCAUSE Next Generation Learning Challenges grant as well as directing the state’s adult degree completion project, Grad TX. Van works extensively on distance education and learning technology issues and has directed the state’s course redesign grant program, online faculty professional development program, annual Reinventing Instruction and Learning Conference, and the development of the state’s digital learning objects repository.

Edward M. DesPlas Dallas County Community College District

Mr. DesPlas serves as the Executive Vice Chancellor of Business Affairs for the Dallas County Community College District (DCCCD). Prior to becoming the chief business officer for the DCCCD in October of 2006, Mr. DesPlas served as Executive Vice President for El Centro College in Dallas, Texas, concluding his tenure there as the Interim President. Mr. DesPlas came to El Centro in 1998, from 1995 to 1998; Mr. DesPlas served as Vice President of Administrative Services at Western Nebraska Community College in Scottsbluff, Nebraska. From 1986 to 1995, he served at Eastfield College in Mesquite, Texas, first as Director of Business Operations and later as Dean of Financial Affairs. From 1982 – 1986, Mr. DesPlas served as the Budget Officer for the DCCCD. Mr. DesPlas first joined the DCCCD at the LeCroy Center for Telecommunications in 1977. At various times throughout his administrative career, Mr. DesPlas has periodically served as an adjunct faculty member in accounting.

Mr. DesPlas’ professional affiliations include Texas Association of Community College Business Officers (TACCBO), Community College Business Officers (CCBO), National Association of College Auxiliary Services (NACAS) and the National Association of College and University Business Officers (NACUBO). Mr. DesPlas is the 2001 recipient of NACUBO’s Rising Star Award. In 2002, CCBO honored Mr. DesPlas with their International Outstanding Chief Business Officer Award. Recently, Mr. DesPlas was a finalist in the Dallas Business Journal’s CFO of the Year – 2009 Awards program.Mr. DesPlas earned a MS in Human Resources and Training from Amberton University and a BS in Business Administration and Accounting from the University of Texas at Dallas.

Patricia Disbrow Dallas County Community College District

Patricia (Pat) Disbrow, CPA for 10 years has served as District Director of Financial Services/Comptroller for Dallas County Community College District. In December 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 – Accounting from University of North Texas and has served as board member and officer of both Mesquite Social Services, Inc. and Historic Mesquite, Inc. Most recently, Pat devotes her efforts to various projects related to her church and family.

Laura Fowler The Fowler Law Firm

Laura Fowler began her legal career as an active duty naval office in the Judge Advocate General’s Corps chasing saboteurs and scoundrels in exotic ports in the Orient and Western Pacific. Returning to Austin, she has represented school and college administrators in every part of Texas on almost every sort of legal issue. While Laura has defended and sued on behalf of countless educational institutions over the years, her greatest calling is to help school and college administrators learn enough about the law to avoid ever visiting the inside of the courtroom.

Cynthia F. Gilliam Lone Star College System

Cynthia Gilliam holds a BBA in Accounting from the University of Texas at Austin. She has additional training in governmental and nonprofit accounting from Indiana University and has completed some post-graduate work at the University of Houston. The first six years of her professional career were spent in public accounting as an external auditor.

Since 2001, Cynthia has served as the Vice Chancellor for Administration and Finance and Chief Financial Officer for the Lone Star College System. Her responsibilities include financial planning, accounting and financial reporting, facilities planning and construction management, facilities operations, risk management, business affairs and services, auxiliary contract services, and administrative oversight of the Internal Audit Department. Before joining the system, 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 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.

Gene Gooch McLennan Community College

Gene Gooch is the Vice President of Finance & Administration at McLennan Community College (MCC) from 2009-present. Prior to coming to MCC, Gene was the CFO at Vernon College from 1978-2009. Gene earned a BBA in accounting from North Texas State University in 1975 and a MBA from the Midwestern State University in 1987. Gene has held various officer positions in many professional organizations. Gene was President of TACCBO 1998-99, Treasurers of TACCBO 1996-98, SACUBO Chair of the Community College Committee 2004-05, SACUBO Board of Directors 2005-2010, Founding Board Member of National Council of Community College Business Officials (NCCCBO) 1982, Vice President of NCCCBO 1985-87, President of Campfire Boys and Girls of Vernon 1992-93, President of Boys Club of Vernon 1987-88. Gene has received honors in our profession. Gene was named Outstanding Chief Business Officer for Community College Business Officers twice; 1995 and 2008.

Janet Hasty Government Procurement Services

Janet Hasty is a 30-year veteran of State of Texas procurement. She has worked in procurement management positions in several state agencies including the Texas Department of Transportation, Texas Building and Procurement Commission, Department of State Health Services and Texas Parks and Wildlife Department.

Janet has a bachelor’s degree in Public Administration from St. Edwards University and a master’s degree in Public Policy from the University of Texas, LBJ School of Public Affairs. She is certified as a Certified Public Purchasing Officer (CPPO) and a Certified Texas Procurement Manager (CTPM). She is also a certified trainer with the Texas Comptroller of Public Accounts. Since retiring from state government in 2007, Janet founded Government Procurement Services (GPS). GPS provides procurement training and consulting to government purchasers and currently offers workshops in: Ethics, Contract Management, Fundamentals of Public Purchasing, Negotiation Skills, Specification Writing, Sustainable Procurement and Using Request for Proposals.

Don Hudson Texas Association of Community Colleges

Dr. Hudson currently serves as the Vice President of Data and Research at the Texas Association of Community Colleges. He has worked for the association for 18 years. Prior to his current position, Don served as Education Policy Specialist for the Texas Senate Research Center. He 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. He also holds a Ph.D. in Higher Education Administration from the University of Texas at Austin; his dissertation focused on documenting the history of state funding to Texas community colleges. He received his M.A. in Organizational Communication from Texas Tech University and a B.S. in Secondary Education from New Mexico State University.

David Jacobs TechKnowledge Consulting Corporation

Mr. Jacobs is Principal of TechKnowledge Consulting Corporation and manages all of the firm’s Texas operations. As Chief Operating Officer, his responsibilities include financial management of the firm, as well as major engagements involving voice systems, data systems, and support facilities. He is admitted to the Society of Telecommunications Consultants, which indicates his commitment to ethics and professionalism. Mr. Jacobs has been in the technology consulting business for more than twenty years and has personally managed multiple large scale technology deployment in education; his personal expertise includes voice systems, VoIP, and contact centers in particular. He holds a Bachelor of Business Administration from Southern Methodist University in Dallas.

Steven Johnson Texas 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 (TACC) since 2005. His responsibilities at TACC include leading strategic communications and public advocacy efforts on behalf of the Association. Immediately prior to his present position, Steven was the Senior 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 to then State Representative Kenny Marchant and the House Committee on Financial Institutions. Steven has also spent time at two 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, where his dissertation research focuses on the role of public advocacy and governmental relations at community colleges. He holds a Master of Public Affairs from the LBJ School at the University of Texas and Bachelor of Arts in History from Concordia University Texas.

Gary W. Johnstone Texas Higher Education Coordinating Board

Gary Johnstone began service to the Texas Higher Education Coordinating Board in August 2006 and serves as the Deputy Assistant Commissioner in the Planning and Accountability Division. He assists in a range of activities for the state, including: development of the funding formulas; review of proposed facilities projects at universities, health-related institutions, and technical and state colleges; maintenance of an accountability system for public higher education institutions; P-16 research and evaluation of initiatives; numerous mandated annual reports; and, when the state legislature is in session, many ad hoc requests for data and reports. Prior to his work with the Coordinating Board, Johnstone served as chief business officer at Brazosport College for 22 years. He also held other financial positions at Houston Community College, Deer Park ISD, and Houston ISD. Johnstone earned his bachelor’s and master’s degrees from the University of Houston and is a Certified Public Accountant.

John King Dallas County Community College District

John King has 25 years of experience in Insurance and Risk Management. He has worked at Dallas County Community College District since 1999 and has been the Director of Risk Management since 2005. John graduated from Arkansas State University with an MBA; he has the Chartered Property Casualty Underwriter (CPCU) designation, Associate in Risk Management (ARM), Casualty Claim Law Associate (CCLA) and is a Texas licensed adjuster.

Mark A. King General Service Administration

Mr. King is GSA’s Customer Service Director for Central and East Texas, located in Austin. After receiving his Bachelor of Science in Finance from Virginia Tech in 2002, Mark joined GSA as a Financial Management intern, spending 2 years rotating through various budget offices throughout the agency’s central office. Mark later entered the procurement arena by becoming a Contract Specialist at the Greater Southwest Acquisitions Center in Fort Worth, TX, where he managed over 100 GSA contracts. In 2009, Mark was promoted to his current position where he is responsible for servicing all federal, state, and local governments located in and around the greater Houston and Austin areas; a sales territory of over $2 billion. Mark also serves as the subject matter expert for his regional organization on issues related to state and local governments’ use of GSA contracts.

Kelly Furgeson Linder Texas State Auditor’s Office

Ms. Linder is an Assistant State Auditor with the Texas State Auditor’s Office. She is responsible for the Risk Assessment and Legislative Coordination functions at the State Auditor’s Office. The Risk Assessment and Legislative Coordination team conducts risk assessments, conducts audit related research, serves as the point of contact for legislative enquiries, and provides support for audit teams testifying before the Legislature. Prior to her service with the Texas State Auditor’s Office, she spent twelve years with the Legislative Budget Board, working primarily with health and human service agencies.

Ms. Linder is a Certified Internal Auditor and Certified Government Auditing Professional. She has a bachelor’s degree from the University of California at Berkeley, a master’s degree from the University of Texas at Austin and a master’s degree from Texas Woman’s University.

Tim Lucas The Public Group

Mr. Lucas has been working with clients across the central region of the US with their auction needs as a Support Representative for Public Surplus. He has assisted cities, counties, schools and other groups, large and small with making their surplus item disposal easier. He has been involved in all areas of surplus auctioning and has helped numerous agencies join the future of surplus disposal.

Lynn L. Menard Gainer Donnelly LLP, CPAs

Lynn Menard is a Senior Manager with Gainer Donnelly LLP. She joined the firm in 2008 and serves as the firm’s Fraud practice leader. She began her career with Arthur Andersen & Co., where she performed external audits and has over 20 years of combined public accounting and industry experience, including over eight years in corporate accounting and financial reporting with a publicly held company. Lynn assists clients in fraud investigations, litigation consulting, merger and acquisition due diligence, and other custom projects. She also provides education on fraud both inside and outside of the firm, and has provided testimony in both civil and criminal courts.

Lynn received her undergraduate Accounting degree from Mississippi State University and a Master of Accounting and Information Technology from Houston Baptist University. Lynn was published in two issues of Construction News with articles entitled ‘Fraud in Construction-A Growing Problem’ and ‘Fraud in Construction-Red Flags of Fraud’.

Carl R. Mowery Grant Thornton LLP

Carl is a Managing Director in the Compensation and Benefits Consulting Practice at Grant Thornton. He has over 25 years of experience in providing various compensation, benefits, and human resources advice and services to various sized organizations. Carl has substantial experience in qualified plans and health and welfare benefit plans.

Carl is a member of the Illinois Bar, the Illinois State Bar Association, American Bar Association, and the International Foundation of Employee Benefit Plans.

Thomas E. Myers Brackett & Ellis PC

Thomas E. Myers is a shareholder in the Fort Worth, Texas law firm of Brackett & Ellis, P.C. Mr. Myers is a 1976 cum laude graduate of Baylor University with a Bachelor of Science degree in Education, and still holds a Texas Teacher Certificate. Mr. Myers is a 1979 graduate of Baylor University School of Law. Prior to joining Brackett & Ellis, P.C., Mr. Myers practiced with the Tarrant County District Attorney’s Office from 1979 to 1984, and with Rohne Hoodenpyle Lobert & Myers, P.C., and Arlington, Texas from 1984 to 1998.

Mr. Myers represents a number of school districts, junior college districts, and private schools throughout Texas. He is a former chair of the Texas Association of School Boards Council of School Attorneys (2007-2008) and Chairman of the TASB Construction Contract Committee. He is currently a Director of the State Bar of Texas School Law Section.

Mr. Myers is a member of the College of the State Bar of Texas and of the Construction, Consumer, Criminal Justice, Insurance, Litigation, and School Law Sections of the State Bar of Texas. Mr. Myers is also a member of the National School Boards Association Council of School Attorneys, Texas Criminal Defense Lawyers Association and the Texas Association of Defense Counsel. He is admitted to practice before the United States Supreme Court, the United States Court of Appeals for the Fifth Circuit, the United States District Courts for the Northern and Western Districts of Texas. Mr. Myers is board certified in Consumer and Commercial Law and Criminal Law by the Texas Board of Legal Specialization. Mr. Myers has been recognized as a Texas “Super Lawyer” in the field of Schools and Education Law by Texas Monthly.

William S. “Shack” Nail Employees Retirement System of Texas

William S. “Shack” Nail is Director of Governmental Relations for Employees Retirement System of Texas (ERS). He is responsible for establishing and maintaining the lines of communication between the agency and the Legislature, state officials, employee organizations, and associations. His duties include setting the strategic and operational goals and research and media relations staff. He also directs efforts as agency objectives of the Government Relations Division, which includes a legislative liaison and research and media relations staff. He also directs efforts as agency ombudsman on governmental matters and reports directly to the Executive Director.

Shack began his career in state government in 1972 in the Office of the Governor’s Criminal Justice Division. A year later, he was named an associate director for the Texas Center for the Judiciary, where he worked with the State Bar and was responsible for the center’s legislative program. Following that, Shack was appointed Executive Director of the Texas State Board of Dental Examiners. His duties included the oversight of licensing procedures and the development and implementation of agency rules.

Shack joined ERS in 1989 and served as General Counsel until promoted to Deputy Executive Director in 1997 to assist the Executive Director in all functions of the agency. He served as Acting Executive Director during the transition to the current administration in 2004 and assumed his current responsibilities as the Director of the newly formed Governmental Relations Division in July 2005. Prior to his service to the State of Texas, Shack was a Special Agent for the Federal Bureau of Investigation. He holds a Doctor of Jurisprudence degree from Baylor University Law School and a Bachelor of Business Administration degree from Baylor University.

Diane Novack Lone Star College System

Diane Novack is the Associate Vice Chancellor, Accounting at Lone Star College System (LSCS). She has served in this position since 2008 and oversees accounting, general ledger, financial reporting and student financial services. Diane began her career with LSCS as the Internal Auditor in 2005. Prior to coming onboard with LSCS, she served as the Internal Audit Director for the Tennessee Housing Development Agency in Nashville, Tennessee, where she was employed from 1986 to 1999. She 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 in Murray, Kentucky, and is a licensed Certified Public Accountant and Certified Internal Auditor.

Charles Oberrender Texas Association of Community College

Charles most recently served as Purchasing and Risk Manager for the City of Missouri City, and has a long tenure working in public purchasing. He serves as an officer and is on the board of the Texas Public Purchasing Association. He holds degrees from Wharton County Junior College and Texas A&M University. He is a Certified Professional Public Buyer (National Institute of Governmental Purchasing). He has extensive experience as a client of many purchasing cooperatives and, in developing the TACC Cooperative Network, he seeks to build an entity with the end-user in mind.

Raymund A. Paredes Texas Higher Education Coordinating Board

Raymund A. Paredes is Commissioner of Higher Education at the Texas Higher Education Coordinating Board. Dr. Paredes spent most of his academic career at UCLA where for 30 years he taught as an English professor and served as vice chancellor for Academic Development. In addition, he served as special assistant to the president of the University of California System in outreach efforts to improve access to higher education for students from educationally disadvantaged communities. Prior to joining the Coordinating Board, Dr. Paredes was director of creativity and culture at the Rockefeller Foundation, then vice president for programs at the Hispanic Scholarship Fund.

Dr. Paredes was appointed to the Education Commission of the States by Governor Rick Perry; he served as a trustee of The College Board and Mercy College of New York, and was a member of the Board of Directors of the Texas Cultural Trust. He was named one of Hispanic Business Magazine’s 100 Most Influential Hispanics and is the current chair of Big Brothers Big Sisters’ Nationwide Hispanic Advisory Council.

Dr. Paredes was born and raised in El Paso, Texas. After graduation from El Paso High School, he attended the University of Texas at Austin, receiving a B.A. in English. He served in the U.S. Army for two years, including a 14-month tour with the First Infantry Division in Vietnam. After separation from military service, he resumed his education, receiving a master’s degree in American Studies from the University of Southern California and his Ph.D. in American Civilization in 1973, from The University of Texas at Austin.

Dave Riggs Herring Bank

Dave has worked in the Debit Card and transaction processing product areas for over 14 years. With experience at the debit card processor level and at Herring Bank, Dave has a very unique frame of reference to design, support, and provides ID Debit Card Products and payment services to college customers.

Herring Bank has multiple products that can be used by educational institutions such as: ID Debit Cards that are also campus cards with Mag Stripe, Bar Codes, PROX or I-Class chips, Direct Deposit payment of student credit balances, Meal Plan and Closed Loop, declining balance Wallet processing, Administration Purchase Cards, Footprint Tracking, and many new products about to launch.

Dave has an Associate Degree form Waubonsee Community College, and a Bachelor of Science degree from LeTourneau University.

Haley Rose SSC Service Solutions

Haley Rose began developing new business in the Southwest with SSC Service Solutions Higher Education Division in 2002. Campus CFOs and Facilities Directors utilize her consulting advice and expertise to identify opportunities for savings and service improvement within their support services division. Since joining SSC in 2002, Haley has attended and been a featured speaker at many regional CUBO and APPA conferences, and received the President’s Award for her contributions to CAPPA in 2006. In 2012, Haley was recognized by Compass and SSC as the Sales Executive of the Year. She graduated from Southern Methodist University with a BA in corporate communications & public affairs and a BBA in Marketing.

Kimberly Schrant Grant Thornton LLP

Kimberly is a Managing Director, serving as the Central Region Tax Practice Leader for NFP Tax. Kimberly has 21 years of experience in public accounting. She has acquired a diverse background in the areas of corporate, individual, partnership and fiduciary income taxation and planning, estate taxation and planning, and financial and retirement planning. Her industry experience includes serving both for-profit and not-for-profit organizations. She leads the Central Region Not-for-Profit and Healthcare Tax Practice and is a member of the Grant Thornton National Not-for-Profit Leadership Team.

Mary E. Smith Texas Higher Education Coordinating Board

Mary Smith has been employed with the Texas Higher Education Coordinating Board since 1987 and now serves as Assistant Deputy Commissioner for Academic Planning and Policy. She is responsible for the administration and management of matters related to the Board’s higher education academic planning and policy functions, and she provides leadership on key projects, reports, and studies that cut across divisions of the agency. She has taught at The University of Texas at Austin, and she currently is an Adjunct Assistant Professor of Communication at St. Edward’s University in Austin.

Dr. Smith serves as the project coordinator for the $1.8 million productivity grant awarded to Texas from Lumina Foundation for Education to plan methods of making the opportunity of going to college more affordable for students and the state. Dr. Smith has organized numerous meetings and conferences on behalf of the Coordinating Board, and she has made a number of presentations at various academic and professional conventions and conferences. Dr. Smith served for five years as a program director in the former Division of Universities and Health-Related Institutions where her primary responsibilities included the review of new degree program proposals and the administration of the Minority Health Research and Education Grant Program. Dr. Smith spent her first 12 years of employment with the Coordinating Board in the Department of Personnel Services, where from 1996 to 1999 she served as the department’s assistant director. Prior to her employment with the Coordinating Board, Dr. Smith spent 13 years in the health care field. Dr. Smith holds a Ph.D. in Communication Studies, a Certificate in Dispute Resolution, a Master of Arts degree in Speech Communication, and a Bachelor of Arts degree in Psychology, all from the University of Texas at Austin.

Alan Stratman Follett Book Store

Alan joined Follett in January 2001 with an extensive retail and wholesale background. Prior to joining Follett, Alan held executive positions with leading manufacturers and marketers of sports and athletic equipment. In addition, Alan was previously President of a Texas firm that held multiple sports and fitness equipment retail outlets and an institutional distribution company. Alan served as Regional Manager for the Follett Higher Education Group, managing four-year institutions in Texas, New Mexico, Colorado, Oregon and Washington State, for three years prior to his promotion to Vice President of Marketing.

Rebecca D. Turner Wealth Strategy Advisors

Rebecca D. Turner has been awarded the title of Retirement Planning Specialist by AXA Advisors, LLC based upon the receipt of a Wharton School Certificate in Retirement Planning. Ms. Turner is a registered representative and investment advisor representative who offers securities and investment advisory services through AXA Advisors, LLC (NY,NY 212-314-4600), member FINRSA/SIPC, and is an agent who offers annuity and insurance products through AXA Network, LLC and/or its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, as AXA Network Insurance Agency of Utah, LLC. AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice state. Wealth Strategy Advisors is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.

Cindy White Collin 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 the County of Collin 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 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.

Great Western Dining Service, Inc.P.O. Box 699Tipton, MO 65081www.gwdining.net

Conference AttendeesWarren Hunt, Billie Jennings, Fred Pfeiffer, Charlie Curry, Rick Vandiver

Great Western Dining Service, Inc. was founded to provide 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 superior food. These strengths have enabled GWD to grow and develop partnerships within a six-state region in the Midwest.

For each client that we partner with, GWD develops a personalized dining program based on location, population and current conditions, and then continually refines it and introduces new techniques and processes for the future, ensuring that each customized program is contemporary and always customer-oriented.

Johnson Controls3021 West Bend DriveIrving, TX 75063www.johnsoncontrols.com

Conference AttendeesJim Swan, Rhonda Johnson, Mike Krup

Johnson Controls is a global diversified technology and industrial leader in the building and automotive industries, serving customers in more than 150 countries. We serve these markets through our three business units: Building Efficiency, Automotive Experience, and Power Solutions.

Our 168,000 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.

Platinum Partners

Oracle1900 Oracle WayReston, VA 20190www.oracle.com

Conference AttendeesTim Dyer

With more than 380,000 customers—including 100 of the Fortune 100—and with deployments across a wide variety of industries in more than 145 countries around the globe, Oracle offers an optimized and fully integrated stack of business hardware and software systems.

Oracle’s comprehensive, highly adaptable solutions can meet the needs of small colleges, online academies, and large, multi-location universities. Oracle’s integrated hardware and software solutions give higher education institutions an effective way to serve all their constituents – students, teachers, parents, faculty, researchers, staff, graduates, alumni, governance bodies, and the extended community of supporters and stakeholders.

Commerce Bank11918 E. Morgan DriveHouston, TX 77065www.commercebank.com

Conference AttendeesKelly Krone

Since it was founded more than 145 years ago, Commerce Bank has continually expanded its long-standing investment in its people, technology, product offerings and service channels to bring the utmost value and convenience to its customers, thus improving the bank’s ability to serve the evolving financial needs of its customers. This strategy, coupled with the bank’s community involvement, has given Commerce Bank a leadership position, enabling the company to create value and generate corporate growth over time. Since its inception, Commerce has evolved and grown considerably in the banking industry. .

Herring Bank2201 Civic CircleAmarillo, TX 79109www.herringbank.com

Conference AttendeesDave Riggs

Herring 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.

Gold Partners

SSC Service Solutions1845 Midpark Road, Suite 201Knoxville, TN 37921www.sscserv.com

Conference AttendeesHaley Rose, Emma Flores

SSC Service Solutions has the honor of serving 41 colleges and universities across the country. By letting SSC Service Solutions handle your day-to-day facility operations, you can better focus on your top priorities. Our fully trained professional managers have made taking care of your facilities their expert focus. SSC provides every account with our own on-site manager, who will be dedicated solely to the campus and serve as your main point of contact, available 24/7. Best of all, the SSC Manager will arrive on campus with the processes and systems to address the unique situations that occur in your facilities.

Alliance Bus Group, Inc.820 Office Park CircleLewisville, TX 75057www.alliancebusgroup.com

Conference AttendeesJason Roy, Mitch Casler

We are more than a supplier of bus transportation products. We are the industry’s foremost experts on the buses we sell and how our customers put them to use. This allows us the privilege of providing superior customer care and support throughout every mile of the customer journey.

Blackboard Transact22601 North 19th Avenue, Suite 130Phoenix, AZ 85027www.blackboard.com

Conference AttendeesPeter Rivera, Devereaux Jones

Keep students secure, content, and comfortable away from home and you’ll keep them—and their parents—happy. We’re committed to helping you make campus life better. A big part of that is ensuring convenience and safety.Blackboard Transact™ solutions can help your campus run more efficiently and allow you to provide round-the-clock services that deliver tremendous value.

E & I Cooperative2 Jericho Plaza, Suite 309Jericho, NY 11753www.eandi.org

Conference AttendeesBarbara Amosson, Sue Peters

E&I Cooperative Purchasing is the not-for-profit buying cooperative established in 1934 by members of the National Association of Educational Procurement (NAEP) to provide goods and services to members at the best possible value.While NAEP delivers professional, community and collaborative development exclusively for procurement professionals in education, E&I provides the advantages of collaboration and strategic sourcing, including aggregated purchasing power and a member-driven competitive solicitation process which lowers costs, streamlines the procurement process and meets state compliance standards.

Silver Partners

Entegral Solutions1001 S. Dairy Ashford Rd., Suite 100Houston, TX 77077www.entegralsolutions.com

Conference AttendeesJared McCurley, Klip Weaver

DMI Entegral Solutions exists to provide clients with the highest quality, most effective contracting and construction projects at the most competitive cost in the industry.

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

Conference AttendeesKara Ardis, Trent Toon

First Public helps financial officers get more out of their investments so they can get more done for the communities and organizations they support. With $7 billion in client assets entrusted to us, First Public has built upon its roots as the financial arm of the Texas Association of School Boards. Today we are proud to offer our unique blend of comprehensive financial products and down-to-earth client service to forward-looking business administrators.

First Southwest/TexSTAR/Logic325 N. St. Paul Street, Suite 800Dallas, TX 75201www.firstsw.com

Conference AttendeesMicca Owens, George Williford

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 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, Suite 200Ft. Worth, TX 76109www.freese.com

Conference AttendeesAllen McRee, Kirk Millican

Higher education institutions have come to rely on Freese and Nichols for campus planning, architecture, engineering, construction phase services and program management. From award-winning designs to consensus-building master-planning and effective wayfinding signage at myriad public and private institutions, our multi-discipline higher-education teams are adept at addressing critical planning and facilities issues in higher education today.

Higher One115 Munson St.New Haven, CT 06511www.higherone.com

Conference AttendeesBen Fromm, John Olmstead, Michelle Enriquez

Founded in 2000, Higher One is a leading company focused on helping college business offices manage operations and provide enhanced service to students. Through a full array of services from refunds, payments, electronic billing, payment plans and more, Higher One, Inc. works closely with colleges and universities to ensure students receive Financial Aid refunds quickly, can pay tuition and bills online, make on-campus and community purchases, and learn the basics of financial management.

Immediate Credit Recovery, Inc.469 Myers Corners Rd., Suite 110New Haven, CT 06511www.higherone.com

Conference AttendeesBen Fromm, John Olmstead, Michelle Enriquez

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.

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

Conference AttendeesDave Prewitt, Angela Preston

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. Through stringent training programs and consistent best practices, McLemore management and on-site teams deliver an unsurpassed level of integrity, quality, and cleanliness while reducing risk and providing maximum value to your bottom line.As a family-owned and operated organization, our team has grown to include over 1,000 employees who provide janitorial/custodial and facility support services to clients throughout Texas, Louisiana, Arkansas, and Colorado at over 850 locations.

Nelnet Business Solutions2802 N. Surrey Dr.Carrollton, TX 75006www.nelnet.com

Conference AttendeesJames Stephens, Bob Gentile

With a #1 core value of focusing on the customer, we provide innovative educational services in loan servicing, payment processing, education planning, and asset management. These products and services help students and families plan, prepare, and pay for their education while making the administrative and financial processes more efficient for schools and financial organizations.

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

Conference AttendeesJD Dodson

Rapid Power Management has established a reputation as a trusted energy advisor for leading companies in a wide range of industries. We work hard to learn our customer’s needs, and use an educational approach to develop custom solutions for our client base. We are your partner for Energy Procurement, Power Factor Correction, Lighting Retrofits, and Energy Engineering Services.

Regions Bank1111 W. Mockingbird Lane, Suite 1200Dallas, TX 75247www.regions.com

Conference AttendeesCary Gilliam, Nathan McClellan, Jenny Lurkins

Regions Bank is a full-service institution with a full range of financial products and services in the areas of wealth management, mortgage banking, and insurance, in addition to traditional banking products and services. The bank operates in approximately 1,700 offices and a 2,000-ATM network across a 16-state geographic footprint: Alabama, Arkansas, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Mississippi, Missouri, North Carolina, South Carolina, Tennessee, Texas, and Virginia.

TechKnowledge Consulting Group6575 West Loop South, Suite 110Houston, TX 77401www.techknlg.com

Conference AttendeesDave Jacobs

For institutions of higher learning there is tremendous competition for the best and brightest faculty, for the most capable students, and for all-important grant funds. And today, educators are continually on the lookout for ways to make their institution “smarter” with the most current building technologies available to faculty and students. Many of the most forward thinking colleges enroll the higher education technology consulting services of TechKnowledge to help insure the technology they use keeps them at the head of the class.

Texas Association of Public Schools342 W. Woodlawn Ave., Suite #300San Antonio, TX 78212www.texasassociationofpublicschools.org

Conference AttendeesPatricia Hagan, Jeremy Diller

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.

Texas Book Company8501 Technology Cr.Greenville, TX 75402www.texasbook.com

Conference AttendeesStacy 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.

Barnes & Noble College120 Mountain View Blvd.Basking Ridge, NJ 07920www.bncollege.com

Conference Attendees Ben Dixon

As the nation’s most trusted bookselling brand, we leverage years of experience to help campus bookstores prosper and grow in a dramatically changing industry.

The Brandt Companies, LLC10757 Cutten Road, Bldg. #4Houston, TX 77066www.brandt-companies.com

Conference AttendeesBeth Younger, Jennifer Morton, Craig Whaley

For more than 60 years, we’ve helped forward-thinking business leaders design and build facilities that are energy efficient, environmentally sensitive and cost effective.

Choice Partners6005 Westview DriveHouston, TX 77055www.hcde-texas.org

Conference AttendeesLes Hooper

Choice Partners national cooperative offers quality, legal procurement and contract solutions to meet government purchasing requirements.

Bronze Partners

Claims Administrative Services501 Shelley DriveTyler, TX 75701www.cas-services.com

Conference AttendeesLance Garms, Andrew Bertrand

CAS employs expert safety personnel and claims representatives, all dedicated to providing you with unmatched levels of responsiveness, efficiency and savings.

Coastal Securities401 RR 620 South #225Austin, TX 78734www.coastalsecurities.com

Conference AttendeesJohn B. Saragusa II

Coastal Securities, Inc. is a Texas-based investment banking and brokerage firm with a distinct view of America’s capital markets.

Educational Systems Products6450 S. Lewis Ave., Suite 110Tulsa, OK 74136www.esp-tulsa.com

Conference AttendeesAdam Perryman

Administrative software for educational institutions is the primary business of Educational Systems Products.

Follett Higher Education Group1818 Swift DriveOak Brook, IL 60523www.fheg.follett.com

Conference AttendeesAlan Stratman

Starting in 1873 as a small bookstore in Wheaton, Illinois, Follett has grown into the largest educational bookseller in America.

Gallagher Risk Management Services, Inc.14241 Dallas Pkwy., #300Dallas, TX 75254www.ajg.com

Conference AttendeesBill Dickenson, Cyndi Boehle

We are an international sales and marketing company that plans and administers cost-effective, differentiated property/casualty and human resource risk management programs as brokers, consultants and third-party administrators.

GCA Education Services, Inc.4702 Western Avenue, Suite 101Knoxville, TN 37921www.gcaservices.com

Conference AttendeesJoe Scully

GCA provides custodial, facilities management and consulting services to over 60 of the largest and most prestigious public and private colleges and universities in the United States.

Government Capital Securities559 Silicon Dr.Southlake, TX 76092www.govcap.com

Conference AttendeesRon Greiner, John Blackburn

Government Capital Corp is a leading public finances firm offering its clients a broad range of public financing solutions.

Interface1645 Stemmons Freeway, Suite CDallas, TX 75207www.interface.com

Conference AttendeesLex Woodul, Derek Balfour

By definition, we are the world’s largest designer and maker of carpet tile. By reputation, we are a company of ideas and courage.

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

Conference AttendeesDarren Henderson

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

Marcis & Associates, Inc.P.O. Box 11175 Spring, TX 77391-1175www.marcis.net

Conference AttendeesJulio Cisneros

Marcis & Associates, Inc. provides a year-round proactive facility maintenance program tailored specifically for you.

Neopost USA12515 Research Blvd. Austin, TX 78759www.neopost.com

Conference AttendeesJason Hill, Kenna Collins, Larry Waters

Neopost offers solutions facilitating incoming and outgoing mail bringing strong added value to its customers.

Official Payments3550 Engineering Dr., Suite 400 Norcross, GA 30092www.officialpayments.com

Conference AttendeesBryan Carmichael

Official Payments is a leading provider of electronic payment solutions for the IRS, states, municipalities, colleges and universities nationwide.

Parsons RoofingP.O. Box 21835 Waco, TX 76702www.parsonsroofing.com

Conference AttendeesLes Farmer, Robert Tindle, Craig Tindle, Phil Gustafson, Manuel Gomez

Parsons Commercial Roofing specializes in the installation of the Duro-Last Roof System on schools, churches, banks, shopping malls, private businesses, and government buildings.

Penn Credit Corporation916 S. 14th Street Harrisburg, PA 17104www.penncredit.com

Conference AttendeesStephen Powelson

For over 20 years, we have recovered monies owed our clients quickly and efficiently in a respectful and professional manner.

PFM Asset Management, LLC221 West 6th St., Suite 1900Austin, TX 78701www.pfm.com

Conference AttendeesKen Crouch, Barry Baughier

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.

Point Across SolutionsP.O. Box 6848Lincoln, NE 68506www.pointacrosssolutions.com

Conference AttendeesTanya Thorsen-Masingil

With PointAcross Solutions, you can easily and cost-effectively make, send and monitor eMessages that get your point across and inspire a response.

TexPool1001 Liberty AvenuePittsburg, PA 15222www.texppol.org

Conference AttendeesJerry Landrum

Organized in 1989, TexPool is the largest and oldest local government investment pool in the State of Texas.

TIAA-CREF1670 Broadway, Suite 2200Denver, CO 80202www.tiaa-cref.org

Conference AttendeesMark Farinas

The firm is a leader in helping those in the academic, medical, cultural, governmental and research fields plan for retirement, and life’s other goals.

Touchnet Information Systems, Inc.15520 College Blvd.Lenexa, KS 66219www.touchnet.com

Conference AttendeesDirk Bravence

We help institutions streamline business processes, save time and money, protect sensitive payment data, and offer their constituents superior eCommerce services.

TACCBO 2012 Annual MeetingJune 22, 2012

The meeting was called to order by President Keith Blundell at 11:16 a.m. on Friday June 22, 2012. Keith recognized the Central Texas College host committee and the president-elect, Duane McNaney for the phenomenal program. Sherry Pollett was recognized for her outstanding coordination of the conference and offered a two-night stay at the Horseshoe Bay Resort as a token of TACCBO’s appreciation of her efforts for a successful conference.

Motion to approve the minutes of the 2011 TACCBO Business Meeting as printed in the program was made by John Robertson and seconded by Daryl Stevens; motion carried.

The treasurer’s report was given by Gus Wessels, Chair of the Audit Committee responsible for reviewing the financial statements; Gus moved that the 2012 financial statements be approved. Jean McSpadden seconded the motion; motion carried.

Members of the resolutions committee, Tony Riley and Andra Cantrell, presented their resolution giving thanks to the officers, the host committee, the program sponsors and the exhibitors. Retiring members of TACCBO were recognized. Toney Riley moved to accept the resolution as read and Fred Scott seconded. Motion carried.

Keith Blundell reported on the site selection process and future locations for the upcoming TACCBO conferences.

2013 San Marcos (Embassy Suites) Victoria College June 11-14, 2013 2014 Galveston (Convention Center) College of the Mainland June 17-20, 2014

He stated that the next step is to set up a selection committee to pick hotels for a couple of years out. Choosing a particular hotel will be based on having a host college available to coordinate the event. The use of an event planner was also discussed.

Keith Blundell discussed the review of the By-Laws which need updating. The By-Laws committee composed of Daryl Stevens, Gene Gouch, and Rick Bender will report on the review at the next CFO meeting. Once By-Laws have been updated, they will be submitted to the membership for feedback and hopefully adopted at the next annual meeting.

The Nominating Committee, composed of past presidents Rick Bender, Cindy Gilliam and Steve Evans, thanked the host college, Central Texas College, and presented the following slate of officers for nomination:

President Duane McNaney President Elect Josette Shaughnessy Secretary Sarah Van Cleef Treasurer Jean McSpadden

There were no nominations from the floor; Daryle made the motion to approve the slate of officers as presented, seconded by Ken Lynn; motion carried.

Duane McNaney took the floor and presented a plaque to Keith Blundell for his outstanding service to TACCBO.

There was no old or new business to discuss. Keith Blundell requested feedback from the members on the website and reminded them that the website offers many tools for their ben-efit. Any suggestions to improve the website are welcome and should be forwarded to him.

John Robertson moved to adjourn the meeting, seconded by Ginger Wooster.

Respectfully submitted,Josette Shaughnessy, SecretaryTACCBO

ASSETSCash and Cash Equivalents 136,476.06$ TOTAL ASSETS 136,476.06

LIABILITIES -

NET ASSETSNet Assets-General Fund, Beginning Balance 139,067.16 Net Assets-General Fund, Current Year Change (2,591.10) TOTAL NET ASSETS 136,476.06$

REVENUESAnnual Member Dues 10,000.00$ Annual Conference Member Registration Fees 28,800.00 Annual Conference Business Partners 95,167.50 CFO Meeting Registration Fees 1,455.00 Miscellanous Revenue 200.00 TOTAL REVENUE 135,622.50

EXPENDITURESConference Expenses: Golf Tournament Expense 9,163.80 Family Night Expense 29,910.66 President's Reception 15,776.00 Hotel Food Expense 47,789.58 Hotel Facilities and A/V Expense 13,093.88 Hotel Rooms Hosts, Officers, Speakers 3,552.42 Supplies and Materials Expense 6,329.73 Speaker Expense 2,199.93 Total Conference Expenses 127,816.00

CFO Meeting Expense 2,761.47 Website Expense 5,995.00 Banking and Credit Card Processing Expense 1,641.13

TOTAL EXPENDITURES 138,213.60

Increase (Decrease) in Net Assets (2,591.10)$

CASH FLOWS FROM OPERATING ACTIVITIESReceipts from Members and Business Partners 136,822.50$ Payments to Suppliers for Goods and Services (138,213.60) Net Cash Provided (Used) by Operating Activities (1,391.10)

INCREASE (DECREASE) IN CASH DURING YEAR (1,391.10) CASH AT BEGINNING OF YEAR 137,867.16 CASH AT END OF YEAR 136,476.06

RECONCILIATION OF CHANGE IN NET ASSETSTO NET CASH PROVIDED (USED) BY OPERATING ACTIVITIES

Change in Net Assets (2,591.10) Change in Accounts Receivable 1,200.00 Net Cash Provided (Used) by Operating Activities (1,391.10)$

Texas Association of Community College Business Officers

Statement of Financial PositionDecember 31, 2012

Statement of ActivitiesFor the Year Ended December 31, 2012

Statement of Cash FlowsFor the Year Ended December 31, 2012

ASSETSCash and Cash Equivalents 136,476.06$ TOTAL ASSETS 136,476.06

LIABILITIES -

NET ASSETSNet Assets-General Fund, Beginning Balance 139,067.16 Net Assets-General Fund, Current Year Change (2,591.10) TOTAL NET ASSETS 136,476.06$

REVENUESAnnual Member Dues 10,000.00$ Annual Conference Member Registration Fees 28,800.00 Annual Conference Business Partners 95,167.50 CFO Meeting Registration Fees 1,455.00 Miscellanous Revenue 200.00 TOTAL REVENUE 135,622.50

EXPENDITURESConference Expenses: Golf Tournament Expense 9,163.80 Family Night Expense 29,910.66 President's Reception 15,776.00 Hotel Food Expense 47,789.58 Hotel Facilities and A/V Expense 13,093.88 Hotel Rooms Hosts, Officers, Speakers 3,552.42 Supplies and Materials Expense 6,329.73 Speaker Expense 2,199.93 Total Conference Expenses 127,816.00

CFO Meeting Expense 2,761.47 Website Expense 5,995.00 Banking and Credit Card Processing Expense 1,641.13

TOTAL EXPENDITURES 138,213.60

Increase (Decrease) in Net Assets (2,591.10)$

CASH FLOWS FROM OPERATING ACTIVITIESReceipts from Members and Business Partners 136,822.50$ Payments to Suppliers for Goods and Services (138,213.60) Net Cash Provided (Used) by Operating Activities (1,391.10)

INCREASE (DECREASE) IN CASH DURING YEAR (1,391.10) CASH AT BEGINNING OF YEAR 137,867.16 CASH AT END OF YEAR 136,476.06

RECONCILIATION OF CHANGE IN NET ASSETSTO NET CASH PROVIDED (USED) BY OPERATING ACTIVITIES

Change in Net Assets (2,591.10) Change in Accounts Receivable 1,200.00 Net Cash Provided (Used) by Operating Activities (1,391.10)$

Texas Association of Community College Business Officers

Statement of Financial PositionDecember 31, 2012

Statement of ActivitiesFor the Year Ended December 31, 2012

Statement of Cash FlowsFor the Year Ended December 31, 2012

NotesNotes