TACCBO2016 Annual Conference

Horseshoe Bay ResortHorsehoe Bay, Texas

June 21-24, 2016

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Special thanks to the following for their support and commitment to the success of the 2016 TACCBO conference:First and foremost the Host Committee for their hard work and dedication in coordinating the conference;

Central Texas College and Austin Community College staff volunteers for helping with the conference activities;

Central Texas College Desktop Publishingand Reprographics departmentsfor design and printing of theprogram and program guide;

Central Texas College Graphicsand Printing Technologyinstructional department fornotepads for the conferencetote bags;

Marble Falls/Lake LBJChamber of Commerce forproviding welcome packetsand tote bag items.

Thank You!

Main Campus (Killeen)*

Fort Hood Campus

Afghanistan Campus

Marble Falls Campus

Special thanks to our 2016 host,

Central Texas College!

Central Texas CollegeBoard of Trustees

Mr. Jim Yeonopolus, Chancellor

* Over 100 locations worldwide

TACCBO 2016 Annual ConferenceJune 21-24, 2016

Schedule of Events

Tuesday, June 21, 2016 Location 10:00 a.m. – 4:00 p.m.Public Funds Investment Training ...........................................................................................................................................TravertineProvided by PFM Asset Management LLC (Lunch served on the Palm Patio) 1:00 p.m. – 6:00 p.m.Registration ................................................................................................................................. Conference Center Registration DeskTote Bags provided by Commerce BankNeck Wallet lanyards provided by Ladenburg Thalman & Co., Inc.Wi-Fi provided by AXA 1:00 p.m. – 6:30 p.m.Miniature Golf Tournament for all ages .......................................................................................................Whitewater Putting Course Sponsored by Morgan Stanley 2:00 p.m. – 7:00 p.m.Exhibitor Move-In ............................................................................................................................................................. Salons EFGH 5:00 p.m. – 7:00 p.m.Welcome Reception ............................................................................................................................... Whitewater Clubhouse & PatioCo-Sponsored by AXA and Barnes & Noble College

Wednesday, June 22, 2016 7:00 a.m. – 5:00 p.m.Registration .................................................................................................................................. Conference Center Registration Desk 7:00 a.m. – 8:30 a.m.Member/Spouse Breakfast ................................................................................................................................................... Salons ABC Co-Sponsored by First Southwest and Follett 7:00 a.m. – 8:30 a.m.First Time Attendees Breakfast .............................................................................................................................................Salons ABC Co-Sponsored by First Southwest and Follett 8:30 a.m. – 9:00 a.m.Welcome ..................................................................................................................................................................................... Salon D

Central Texas College & Austin Community CollegeDr. Richard Rhodes, President, Austin Community College

President’s Remarks and Business Partner RecognitionMs. Sarah Van Cleef, Tyler Junior College

9:00 a.m. – 10:00 a.m.General Session I: Your Trajectory Code: Powered for Life .......................................................................................................Salon D

Keynote Speaker: Dr. Jeffrey Magee, PDM, CSP, CMCLearn how 1% factors can accelerate your trajectory to greater ROI and success and how simple little 1% re-calibrations in managing and developing yourself and others can move you from derailment to greatness.

10:00 a.m. – 10:40 a.m.Exhibits and Business Partner Break ................................................................................................................................ Salons EFGH Co-Sponsored by Texas CLASS and CASHNet 10:40 a.m. – 11:30 a.m.Concurrent Sessions1-1. Purchasing: Driving Change- Bringing Value ................................................................................................................. Post Oak

Presenter: Rogelio Anasagasti, Houston Community College SystemAn interactive approach towards understanding and applying a continuous improvement philosophy within your department. We will discuss the Power of the procurement profession; how to go Beyond the office walls and Communicate effectively.

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1-2. Public/Private Partnerships .............................................................................................................................................. Limestone Presenters: Tom Morsch, PFM and Carol Bracken and Mike Herndon, Tarrant County Community College DistrictA public-private partnership (P3) is a contractual arrangement between a public agency (federal, state or local) and a private sector entity. Through this agreement, the skills and assets of each sector (public and private) are shared in delivering a service or facility for the use of the general public.

1-3. Queue it Up for Student Success! ................................................................................................................................... Travertine Presenter: Dr. Harold Whitis, Alamo CollegesIf your work queue is a line of students, let’s talk about ways to improve your productivity by managing your work! We will explore several ways to develop work queues, from the simple to complex that streamline your work and reduce student traffic.

1-4. How to Effectively Manage Your Business-Critical Records .......................................................................................... Salon D Presenter: Diane Burress, Alamo CollegesBusiness-critical records are those that are essential to the functioning of your college during and after a catastrophic event. They include records essential to resume business quickly following a disaster, and to not only protect your college’s rights and interests, but also the rights and interest of your stakeholders, such as your students, staff, vendors and community. This session presents a How-To for inventorying, managing and protecting media-neutral business-critical records.

11:40 a.m. – 12:30 p.m.Concurrent Sessions2-1. Ten Purchasing and Construction Mistakes You Don’t Ever Have to Make .................................................................. Post Oak

Presenter: Laura S. Fowler, The Fowler Law Firm, PCIf you are a Texas college business or facilities administrator, this presentation will guarantee you are entertained while you learn the law and fascinating facts that protect you from the horrible mistakes others made that landed them in lawsuits, or even in jail.

2-2. The Wizards of Property Stewardship: iPads, laptops and mannequins! Oh my! ............................................................Travertine Presenter: Gina Lopez, Alamo CollegesStay out of the news and add value to your organization by creating an inventory process that provides a systemized control element to prevent loss, increase awareness, and administer monitoring by custodial assignment for your controlled and capitalized property. Training and following inventory purchase receipt and annual physical verification through disposal for end of life is essential for accurate reporting and sustainable results.

2-3. Mitigating Fraud .............................................................................................................................................................Limestone Presenter: Diane Novak, Lone Star College Lone Star College will present an Overview of the 2016 Report to the Nations on Occupational Fraud and Abuse; Anti-Fraud Controls; and the LSC Ethics Hotline.

2-4. Effective Tax Rate 101 ........................................................................................................................................................Salon D Presenter: Jean McSpadden, Trinity Valley Community CollegeThis session walks through the Effective Tax Rate calculation for community colleges using an Excel spreadsheet built to mirror the Comptroller’s “Truth in Taxation” worksheet.

12:30 p.m. – 2:00 p.m.Networking Lunch with Business Partners .............................................................................................................................Salons ABC Sponsored by Texas Book Company 2:00 p.m. – 2:50 p.m.Concurrent Sessions3-1. Purchasing: LBB Contracts Reporting .............................................................................................................................. Post Oak

Presenter: Jacob Pugh, Legislative Budget BoardThis presentation is an overview of contract reporting requirements to the Legislative Budget Board enacted by the 84th legislature, a tour of the new contracts database and the new Contracts Oversight Team.

3-2. Board Financial Statements and Monthly Variance Analysis ....................................................................................... LimestonePresenters: Diane Novak, Lone Star College and Courtney Walker, Trinity Valley Community CollegeThis presentation will cover Monthly close out process; Review and preparation of the monthly board financial statements; Variance analysis process – review revenue and expense categories that are over or under the budget-to-actual benchmark and investigate reasons for the variances; and Develop the presentation notes (script) for the CFO to give the financial report to the Board at their monthly meeting.

3-3. Electronic Workflow Systems: Our Experiences in Installing a Travel System ............................................................. Travertine Presenter: Pat Disbrow, Dallas County Community College DistrictIn this session we will cover what Dallas County Community College District experienced when installing an online travel workflow system. Topics will include establishing the implementation team, adjusting travel business rules, maintaining the approval workflow, GL maintenance, staffing, reconciling, and more.

Texas Association of Community College Business Officers

Statement of ActivityJanuary - December 2015

TotalRevenue

Annual Conference Revenue 0.00 Annual Conference and Golf Registration Fee 29,700.00 Business Partners Registration Fees 102,000.00

Total Annual Conference Revenue$

131,700.00 Annual Member Dues 10,600.00 CFO Meeting Registration Fees 2,120.00

Total Revenue$

144,420.00

Gross Profit$

144,420.00 Expenditures

Annual Conference Expense 0.00 Family Night Expense 21,492.61 Hotel Facilities and A/V Expense 21,517.88 Hotel Food Expense 70,243.24 Hotel Rooms Hosts, Officers, Speakers 1,390.14 Speaker Expense 5,335.41 Supplies and Materials Expense 4,059.79

Total Annual Conference Expense$

124,039.07 Banking and Credit Card Processing Charges 1,988.41 CFO Meeting Expense 2,049.30 Website Expense 6,608.91

Total Expenditures$

134,685.69

Net Operating Revenue$

9,734.31 Other Revenue

Interest Earned 39.27

Total Other Revenue$

39.27

Net Other Revenue$

39.27

Net Revenue$

9,773.58

3-4. Implementing Facilities’ Geographic Information System ................................................................................................Salon DPresenters: John Strybos, Alamo Colleges; JP Grom at Lockwood, Andrews & Newman, Inc. Recent growth experienced by the Alamo Colleges has illustrated the need for a comprehensive campus GIS in order to obtain a more complete campus operational picture. This presentation will cover the challenging process of developing an enterprise GIS from scratch, defining needs, establishing buy-in from multiple departments, shaping desired reporting and derivative products, evaluating current data, and developing a multi-year implementation plan to fit available funding.

3:00 p.m. – 3:50 p.m.Concurrent Sessions4-1. FLSA Overtime Rules ....................................................................................................................................................... Salon D

Presenter: Laura S. Fowler, The Fowler Law Firm, PCThis presentation will include different treatments when an interlocal agreement of mixed governmental units selects one fiscal agent over another; different treatments in partnership where one or more members are nonprofit organizations; mandates that work much like FLSA but are actually federal, state or local government grant mandates about how much workers must be paid; use of employees on foreign worker visas; and exposure of the college when contractors deliberately violate the law and the college knows about.

4-2. Colleague Roundtable ................................................................................................................................................... LimestoneFacilitator: Anne Tarski, Southwest Texas Junior CollegeGOT COLLEAGUE? Bring your questions, bring your solutions, bring a pencil and we will all work TOGETHER to work BETTER.

4-3. Peoplesoft Roundtable .................................................................................................................................................. TravertineFacilitator: Diane Novak, Lone Star CollegeWhat modules and versions does your institution use? Have an issue that you haven’t been able to resolve yet? Getting ready to upgrade? Getting ready to implement a new module or pillar? What advice do you need or can you share?

4-4. Ellucian Roundtable ....................................................................................................................................................... Post OakFacilitator: William “Bill” Dickerson, San Jacinto CollegeInformal discussion to share leading practices and challenges

Thursday, June 23, 2016 7:00 a.m. – 8:30 a.m.Member/Spouse Breakfast ......................................................................................................................................................Salons ABC Co-Sponsored by Choice Partners and E3 Entegral Solutions 8:30 a.m. – 9:30 a.m.General Session II: Dealing with Challenging Situations/People in 60 seconds ........................................................................ Salon DKeynote Speaker: Dr. Jeffrey Magee, PDM, CSP, CMCIn this session you will explore early signs to conflicts and learn strategic and tactical ways to engage in non-defensive manners to manage negativity away. 9:30 a.m. – 10:20 a.m.Exhibits and Business Partner Break ................................................................................................................................ Salons EFGH Co-Sponsored by Harte Hanks and BankMobile Disbursements 10:20 a.m. – 11:10 a.m.Concurrent Sessions5-1. Purchasing Roundtable - Workforce Development Training Services ............................................................................. Post Oak

Facilitator: Cindy White, Collin County Community College DistrictRoundtable session regarding the processes to solicit the services of workforce and continuing education training

5-2. TRS Reporting Challenges .......................................................................................................................................... LimestonePresenters: Barbie Pearson, and Jennifer Dujka, Teacher Retirement System of TexasOverview of the upcoming changes to the monthly reports each reporting entity makes to TRS. This includes a new Reporting Entity Portal website to submit reports as well as significant changes to the amount of information collected in these reports.

5-3 Institutional Considerations on Texas Carry Legislation: “Where we are today” ............................................................ Salon DPresenter: Sgt. Alex Villalobos, Texas State University Police DepartmentDiscuss areas of concern with the implementation of campus gun carry.

5-4 Default Aversion “Strategies and Outcomes” ................................................................................................................ TravertinePresenter: Dr. Harold Whitis, Alamo CollegesThis session will help you understand default aversion strategies that are helping colleges reduce student debt, increase their financial literacy knowledge, and graduate quicker.

Texas Association of Community College Business Officers

Statement of Financial Position31-Dec-15

TotalASSETS

Current Assets Bank Accounts Cash on hand 0.00 Cash Wells Fargo Checking 70,589.87 Cash Wells Fargo Savings 130,907.41 FSB Athens Checking 0.00 FSB Athens Checking (deleted-1) 0.00 FSB Athens Checking (deleted-2) 0.00 Total Bank Accounts $ 201,497.28 Accounts Receivable Accounts Receivable (A/R) 0.00 Total Accounts Receivable $ 0.00

Total Current Assets $ 201,497.28 TOTAL ASSETS $ 201,497.28 LIABILITIES AND EQUITY

LiabilitiesTotal LiabilitiesEquity

Opening Balance Equity 156,111.16 Retained Earnings 35,612.54 Net Revenue 9,773.58

Total Equity $ 201,497.28 TOTAL LIABILITIES AND EQUITY $ 201,497.28

Statement of Cash FlowsJanuary - December 2015

TotalOPERATING ACTIVITIES

Net Revenue 9,773.58 Adjustments to reconcile Net Revenue to Net Cash provided by operations: 0.00

Accounts Receivable (A/R) 200.00

Net cash provided by operating activities$

9,973.58

Net cash increase for period$

9,973.58 Cash at beginning of period 191,523.70

Cash at end of period$

201,497.28

11:20 a.m. – 12:10 p.m.Concurrent Sessions6-1. Purchasing: Energy Purchasing ........................................................................................................................................ Post Oak

Presenter: TJ Ermoian, Texas Energy AggregationEducational information about energy purchasing, alternative energy options such as solar and wind energy, demand response, and the rapidly changing future of energy in Texas.

6-2. Student Accounts Roundtable ....................................................................................................................................... LimestoneFacilitator: Pat Disbrow, Dallas County Community College District Open forum to discuss topics and exchange best practices in handling collections, write-offs, billing, sponsorships, financial aid and VA awarding, disbursements, systems, and more. Bring you discussion topic with you.

6-3. Engaging the Workforce on Common Goal (4 Disciplines of Execution©) ...................................................................... Salon D Presenter: Chris Bordovsky, Alamo CollegesIn this session, you will hear the story of a student success-focused program developed at Alamo Colleges as an outgrowth of Franklin Covey’s 4 Disciplines of Execution©. Warning: participants may be challenged to impact student success at their institutions!

6-4. Public Safety Dashboard and Alerting ........................................................................................................................ TravertinePresenter: Dep. Chief Michael Nemcic, Alamo CollegesFacilities Security Management System allowing integration of door access, identification cards, video security cameras, and fire panels.

12:10 p.m. – 1:30 p.m.Member Networking Lunch ..................................................................................................................................................Salons ABCSponsored by Herring Bank 1:30 p.m. – 2:20 p.m.Concurrent Sessions7-1. Purchasing: Disclosures Required by House Bill 1295 and House Bill 23 ..................................................................... Post Oak

Presenter: Amy Magee, Texas Association of School BoardsThe Texas Legislature amended the disclosure requirements applicable to community college representatives and college vendors. Join the TASB Senior Attorney for Community Colleges as she discusses the implications of House Bill 1295, which requires a vendor disclosure of interested parties, and House Bill 23, which amends the Chapter 176 conflicts disclosure requirements, for college business practices.

7-2. The Speed of Trust .......................................................................................................................................................... Limestone Presenter: Jim Lievens, Alamo Colleges “The ability to establish, extend, and restore trust with all stakeholders – customers, business partners, investors and coworkers – is the key leadership competency of the new, global economy.” (Stephen M.R. Covey) The TRUST model and Four Cores of Credibility is the focus of this session in order to show us we all have a part in creating and extending trust!

7-3. Federal Grant Internal Controls – Are You Audit Ready? ....................................................................................................Salon DPresenters: Cecilia Martinez, Amy Guerra, and Gettie Moreno, Alamo CollegesNew U.S. Office of Management and Budget’s Super Circular present many challenges to a community college. Are your systems of internal control are audit ready? Sharing guidance, tips and best practices on how to influence cultural changes in a decentralized organizational structure and involve Finance, Legal, Human Resources and Procurement.

7-4. Payment Automation ........................................................................................................................................................TravertinePresenters: Diane Novak, Lone Star College and Jason Koch, Commerce BankLone Star College will share how it has been automating payments using a commercial card program provided by Commerce Bank. The topics covered will include: getting rid of manual checks; the RFP process and why we selected Commerce Bank; what it took to set up the program; what did we do and what did Commerce Bank do; How it works; How we changed our AP structure to manage it; Lessons learned; Program rebates; and Next steps.

2:30 p.m. – 3:20 p.m.Concurrent Sessions8-1. Purchasing: HUB presentation ........................................................................................................................................ Post Oak

Presenters: William “Bill” Dodd, Lone Star College System The LSCS Minority/Women/ and Veteran Owned Business Program is tasked with actively recruiting all eligible businesses and ensuring the integrity of the certification and compliance of companies registered within the Lone Star College System vendor base.

8-2 Crucial Conversations: Tools for Talking When Stakes are High ................................................................................... LimestonePresenter: Darryl Nettles, Alamo CollegesThis session will introduce and demonstrate skills for creating alignment and agreement by fostering open dialogue around high-stakes, emotional, or risky topics—at all levels of any organization. By learning to speak and be heard (and encouraging others to do the same), individuals and teams will begin to surface the best ideas, make the highest-quality decisions, and then act on decisions with unity and commitment.

TACCBO 2015 Annual Meeting June 19, 2015

The meeting was called to order by President Jean McSpadden at 11:20 a.m. on Friday, June 19, 2015. Jean recognized Tarrant County College District host committee and the President-Elect, Sarah Van Cleef for the excellent program. She also recognized and thanked business partner liaison John Robertson, conference contract administrator Duane McNaney and website and conference registration administrator Keith Blundell.

A motion to approve the minutes of the 2014 TACCBO Business Meeting, as printed in the program, was made by Shery Pollett and seconded by Patricia Claxton; motion carried.

The treasurer’s report was given by Diane Snyder, the TACCBO Treasurer. The Audit Committee comprised of Carol Hutson, Courtney Walker, and Claudia Miracle, moved to accept that the 2014 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 Audra Taylor, Lana Ritchey, and Keitha Carlton, presented the resolution giving thanks to the officers, the host committee, the program sponsors, and the exhibitors. 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:

2016 - Horseshoe Bay at Marble Falls - hosted by Central Texas and Austin Community Colleges 2017 - Dallas - hosted by Dallas County Community College District 2018 - Hosted by Lone Star College – Location to be determined

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

President: Sarah Van Cleef President-Elect: Diane Snyder Secretary: Steve Williams Treasurer: Lee Sloan

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.

Sarah Van Cleef took the floor and presented a plaque to Jean McSpadden for her outstanding service to TACCBO as president for the 2014-15 year.

Under old business it was noted that the group of Neil Vickers, Gene Gooch, and Janie Neighbors did follow up on proposing guidelines for changes regarding TRS, ORP and ERS. Under new business a motion was made by Duane McNaney and seconded by Jean McSpadden that we issue an RFP for hiring an event planner to plan the 2018 conference; motion carried. Also under new business, it was discussed that TACCHRP had contacted TACCBO about the possibility of combining conferences with TACCBO. Jean McSpadden reported that at the TACCHRP conference they voted against this proposal. Sara again thanked John Robertson for the outstanding job he did with the business partners and also thanked Shelly Burch and the host committee

Andra Cantrell moved to adjourn the meeting at 11:43 a.m., seconded by Patricia Claxton; motion carried.

Respectfully submitted, Stephen WilliamsSecretary, TACCBO

8-3. Hazlewood Exceptions Update ..................................................................................................................................... TravertinePresenter: Charles Bryant, Texas Veterans Commission This presentation is a general overview on the Hazlewood Act with specific mention of new administrative rules, which became effective on May 25, 2016.

8-4. Austin Nuts and Bolts ...................................................................................................................................................... Salon DDr. Don Hudson and Dr. Steven Johnson, Texas Association of Community CollegesAn overview of the legislative process

3:30 p.m. – 4:00 p.m.Refreshments and Member Networking Break ............................................................................................................... Salons EFGHCo-Sponsored by PARS and Nelnet Business Solutions 4:00 p.m. – 4:50 p.m.General Session III: FY2016 Annual Financial Reports, GASB68 Next Steps, 85th Session Legislature Key Dates and AFR Panel Discussion .............................................................................................................................................................Salon DPresenters: Pamela Ansboury, Alamo Colleges andRoland Gilmore, Texas Higher Education Coordinating Board AFR Reporting Manual Committee: John Robertson, Dallas County Community College District; Diane Novak, Lone Star College; Pamela Ansboury, Alamo Colleges; Duane McNaney, Kilgore College William “Bill” Dickerson, San Jacinto College This session will be packed full of everything you need to know for your FY2016 Annual Financial Reports and the upcoming Legislative Session. Specifics related to the annual amortizations required by GASB68 and the related journal entries will be covered. The AFR Reporting Manual Committee members or their delegates will sit on a panel to answer your questions related to the Annual Financial Report. 6:00 p.m. – 11:00 p.m.Family Night—Dinner, Fun & Games! ................................................................................................................. Palm d’Or PavilionJoin us for food, fun & games for the whole family: games for the youngsters, a great show featuring family-friendly comedian Bob Smiley, then top off the evening with The Groove—a live band playing all types of music to dance by. Something for everyone!Co-Sponsored by: Johnson Controls and Commerce Bank

Friday, June 24, 2016 7:00 a.m. – 8:30 a.m.Member/Spouse Breakfast ..................................................................................................................................................... Salons FGCo-Sponsored by TouchNet and First Public/Lone Star Investment Pool 7:30 a.m. – 8:30 a.m.

9-1. CFO Roundtable Discussion and Breakfast ........................................................................................................... Travertine 9-2. Purchasing Roundtable and Breakfast .......................................................................................................................Post Oak 9-3. Comptroller’s Roundtable and Breakfast .....................................................................................................................Salon H Controllers/Comptrollers deal with administrative challenges on a different level than CFOs. In this first-time open forum we will discuss topics and exchange best practices in handling Federal/State tax reporting, staffing, systems, payables, grant compliance and other issues that challenge Controllers/Comptrollers daily.

8:30 a.m. – 10:10 a.m. 10.1. Updates from Austin ..................................................................................................................................................Salon EPresented by THECB, ERS, TRS, TACC, and LBB

10:10 a.m. – 10:20 a.m.Break .............................................................................................................................................................................................. Foyer Co-Sponsored by Unit4 and Texas Association of Public Schools & The Fairly Group. 10:20 a.m. – 11:10 a.m.

10.1. Updates from Austin, continued .............................................................................................................................. Salon E 11:10 a.m. – 12:00 p.m.

10.2. TACCBO Annual Business Meeting ........................................................................................................................ Salon E 12:00 Noon – Conference Concludes

Texas Association of Community College Business Officers 2015 Annual Conference‐Fort Worth, Texas 

Business Meeting 

June 19, 2015 

 

I. Call to Order   

II. Recognition of  a. Host Committee (Tarrant County College District)  b. President‐elect for the Program (Sarah Van Cleef) c. Business Partner Liaison (John Robertson) d. Conference Contract Administrator (Duane McNaney) e. Website and Conference Registration Administrator (Keith Blundell)  

III. Approval of Minutes – TACCBO 2014 Business Meeting  

IV. Treasurer’s Report & Audit Committee, Chair Carol Hutson, TJC – Approval of the TACCBO 2014 Financial Statements 

 V. Resolutions Committee, Chair Audra Taylor, Cisco  ‐ Retiring members recognized 

 VI. Future locations for upcoming TACCBO Conferences: 

a. 2016 Horseshoe Bay, Marble Falls   b. 2017 Dallas 

   VII. Nominating Committee, Chair Josette Shaughnessy, El Paso CC – TACCBO 2015 Slate of 

Officers  

VIII. Old Business, Sarah Van Cleef  

IX. New Business, Sarah Van Cleef a. Engagement of an event planner effective with 2018 conference – member 

discussion and vote  b. Other 

 X. Adjournment 

SPEAKER INFORMATION

Pre Conference Training

PFM Asset Management LLC is investment advisor and/or administrator to numerous statewide LGIPs 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.

Barry Baughier Barry Baughier joined PFM in 2009 and is based in the Dallas, Texas office. Mr. Baughier has experience working with local governments throughout Texas, ranging from cities, counties, school districts, universities, colleges, and special districts. He assists his clients in identifying both short term and long-term investment options, while working with client portfolios ranging from $10 million to over $1 billion. Barry has helped structure client’s portfolios for bond proceeds investing, operating and reserve funds, and contractual obligations. He also assists clients with cash flow forecasting in order to add value to portfolio performance.

He has been a member of the Government Finance Officers’ Association of Texas (GFOAT), the Texas Association of School Business Officials (TASBO), and the Government Treasurers’ Organization of Texas (GTOT). He has taught PFIA training courses throughout the state with topics ranging from Cash Flow Forecasting to Investment Strategy Implementation.

Barry earned a bachelor and master of business administration degree from Texas A&M University-Commerce and holds Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licenses.

Other PFIA Speakers / PFM Asset Management LLCMichael VaranoDave CalvertJohn CrumrineMatt JohansenJennifer ArndtJohn Robinson

TASB Risk Management FundP.O. Box 301Austin, TX 78767-0301www.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 Energy Aggregation712 Austin AvenueWaco, TX 76701www.texasenergyabc.com

Conference Attendees TJ Ermoian, Jr., Leann Willoughby

TEA provides energy brokerage and consulting services to residential, commercial and governmental entities in the deregulatedareas of Texas.

TexPool – Federated Investors1001 Liberty Ave.Pittsburgh, PA 15222www.texpool.com

Conference Attendee Jerry Landrum

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

Tradition Energy3050 Post Oak Blvd., Suite 530Houston, TX 77056www.traditionenergy.com

Conference Attendee Bob Wooten

Tradition Energy is one of the world’s largest and most experienced full-service energy consulting firms serving more than 1100 commercial, industrial and governmental clients ranging from Fortune 500 global companies to local municipalities.

Tuition Management Systems171 Service Avenue, Suite 200Warwick, RI 02886www.afford.com

Conference Attendee Melissa Berube

Serving 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.

EXHIBITORS

Keynote SpeakerDr. Jeffrey Magee PDM, CSP, CMCDr. Magee has been called one of today’s leading “Leadership & Marketing Strategists.” Jeff is the author of more than 20 books, two college textbooks, four best sellers, and is the Publisher of PERFORMANCE/P360 Magazine (www.ProfessionalPerformanceMagazine.com), former Co-Host of the national business entrepreneur program on Catalyst Business Radio (http://www.catalystbusinessradio.com/index.php), and Human Capital Developer for more than twenty years with www.JeffreyMagee.com.

Raised on a farm, Jeff started his first business at age 15 and sold it before going to college. By age 24, he was recognized by American Home Products a Fortune 500 company as its top salesman in the nation, while at the same time becoming the youngest certified sales instructor for the Dale Carnegie Sales Course. After experiencing downsizing in 1987, he went on to work as a sales associate for the nation’s largest educational and youth advertising/marketing firm, Target Marketing, and was promoted to Vice President of Sales and Chief Operating Officer within two years.

Magee’s credentials are significant. He is a Certified Speaking Profession, a Certified Management Consultant, and a Certified Professional Direct Marketer. He has been recognized as one of the “Ten Outstanding Young Americans” (TOYA) by the U.S. Junior Chamber of Commerce, and twice selected to represent the United States at the World Congress as a Leadership Speaker (Cannes, France and Vienna, Austria). A three-term President of the Oklahoma Speakers Association and twice awarded their Professional Speaker Member of the Year, today, the Chapter’s outstanding member of the year is awarded the “Jeff Magee Member of the Year Award.” Jeff served for four years as an appointed Civil Service Commissioner (Judge) for the City/County of Tulsa, Oklahoma, before relocating to Montana.

Today, Magee is the author of the nationally syndicated “Leadership” column and serves as the publisher of Professional Performance Magazine/PERFORMANCE360. Jeff is the author of more than 20 leadership, performance, and sales books that have been transcribed into multiple languages including four best-sellers.

In 2010 while merging his business JEFF MAGEE INTERNATIONAL (Tulsa, OK) of 20 years with WesternCPE (Bozeman, MT) he simultaneously was recognized as The U.S. Small Business Commerce Association (SBCA) 2010 Best of Business Award in the Lecture bureau category. In 2011, Magee un-merged from WesternCPE to continue with his own firm JeffreyMagee.com (Leadership Training & Technology/What You Need to Succeed!), and has been a regular content provider to AICPA, WesternCPE, Boomer Consultin, iShade, CPELink, and many of the Fortune 500 Firms and Government Agencies, as well as appearing regularly at major conventions and conferences around the world.

McLemore Building Maintenance110 Fargo StreetHouston, TX 77006www.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.

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

Conference Attendee Jeff Strain

Parsons Commercial 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 LLC750 North St. Paul Street, Suite 540Dallas, TX 75201www.pfm.com

Conference Attendee Barry Baughier

PFM has been proud to provide independent financial advisory services to government and non-profit clients for 40 years.

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

Conference Attendee Kim Edwards

Since 1895, Piper Jaffray has been a leading financial services company committed to delivering integrity, insight and impact to each and every relationship.

PlanetBids, Inc.5850 Canoga AvenueWoodland Hills, CA 91367www.planetbids.com

Conference Attendee Edmund McClure

PlanetBids is a web-based software development company that provides a modular suite of innovative, unique and best-in-class eProcurement solutions to help the public, private, non-profit and educational markets.

Sightlines405 Church StreetGuilford, CT 06437www.sightlines.com

Conference Attendee Keith Macejewski

At Sightlines, we offer the nation’s most objective and insightful facilities management services for higher education and independent K-12 institutions.

EXHIBITORS

WelcomeRichard M. Rhodes, Ph.D.President/CEO, Austin Community College

Since joining the Austin Community College District in September 2011, Dr. Rhodes has worked to improve pathways into higher education, strengthen awareness of the community college mission, and give students the tools to accomplish their educational, professional, and personal goals.

A native of Alamogordo, New Mexico, Dr. Rhodes received his Bachelor of Business Administration in Accounting and Master of Arts in Educational Management and Development from New Mexico State University. He earned his doctorate through the Community College Leadership Program at the University of Texas at Austin, receiving its Distinguished Graduate Award in 2001. His professional associations include the American Association of Community Colleges’ 21st Century Commission on the Future of Community Colleges; Board Member of the Texas Student Success Council; Board Member of the Texas Workforce Investment Council; and Past Chair of the Texas Association of Community Colleges. Dr. Rhodes also is a Board Member for the Texas Guaranteed Student Loan Corporation, the Carnegie Foundation, the Educational Testing Service National Community College Advisory Council, and a member of the STEM Higher Education Council.

Dr. Rhodes is active in the community, serving as Chair of the Board for American YouthWorks as well as serving on the boards of local Chambers of Commerce. He also is a member of the board of the Boy Scouts of America, Capitol Area Council; Austin Partners in Education; and the E3 Alliance.

Prior to joining ACC, Dr. Rhodes served as President of El Paso Community College for 10 years and as Vice President of Business Services at Salt Lake Community College in Salt Lake City, Utah, for seven years.

Dr. Rhodes is a Certified Public Accountant in Texas and New Mexico. He and his wife, Kate, have four children and six grandchildren. Dr. Rhodes enjoys reading, golf, hiking, and spending time with his family.

Corporate Travel Planners613 NW Loop 410, Suite 400San Antonio, TX 78216www.ctp-travel.com

Conference Attendee Melissa Guenther

CTP has a thorough knowledge of both the needs and wants of Universities – to include such items as; travel policy enforcement; multiple travel policy capabilities; state contract compliance; approval process (up to two tiers); and PCI compliant.

Ellucian4375 Fair Lakes CourtFairfax, VA 22033www.ellucian.com

Conference Attendees Brad Parmer, Scott Pruitt, Eric Munro

Designed specifically to meet the needs of higher education, our software and services help students, staff, and faculty achieve their goals.

General Revenue Corporation4660 Duke Drive, Suite 300Mason, OH 45040www.generalrevenue.com

Conference Attendee Denyc Perez

General Revenue Corporation is one of the most experienced education-based debt collection agencies in the nation.

Immediate Credit Recovery169 Myers Corners Rd., Suite 110Wappingers Falls, NY 12590www.icrcollect.com

Conference Attendee Don Lusk

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.

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

Conference Attendee Ann Beck

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.

MCCiP.O. Box 2235Tallahassee, FL 32316www.mccinnovations.com

Conference Attendee Russell Haddock

MCCi has spent the last 10 years working with businesses on records and document management, document scanning, business workflow and open records request management.

EXHIBITORS

General and Concurrent Session Speakers

Rogelio E. Anasagasti, CPPO, M.Ed.Rogelio E. Anasagasti is the Executive Director for Procurement Operations at Houston Community College System, where the Procurement Department’s four divisions support 115,000 students annually. With a focus on continuous improvement, Mr. Anasagasti is a leader dedicated to opportunities for improvement and bridging gaps across the enterprise. Prior to joining HCC, he was the Procurement Director of Jackson Health System, an internationally recognized academic medical center affiliated with the University of Miami and Florida International University. Mr. Anasagasti has also held senior level positions in public procurement within several organizations including Miami-Dade County Procurement Management Department. Mr. Anasagasti began his professional career focused on Information Technology Operations where he led various technology initiatives for Miami-Dade Public School System, was the Executive Director for a privately held – venture funded nationwide charter school management company, Chancellor-Beacon Academies and served as CIO for CompuSouth a technology services company.

Mr. Anasagasti holds a Masters of Education with two concentrations in Curriculum and Instruction, and Instructional Technology from the University of South Florida. He completed his undergraduate studies at Florida International University and holds dual Bachelors of Arts in Sociology and Anthropology. Mr. Anasagasti also holds the prestigious Certified Public Purchasing Officer national certification, is a member of the National Institute of Governmental Purchasing and is Six Sigma certified. Rogelio and his wife Kristina have three lovely children, Isabella, Julianna and Sebastian.

Pamela K. Ansboury, CPA, M.Ed. Pamela Ansboury is Associate Vice Chancellor for Finance and Fiscal Services. She is responsible for all financial functions and oversees revenues, expenses, capital expenditures, investments and debt. Ms. Ansboury has over thirty years of experience in managing accounting operations and financial reporting, with fourteen years of experience in community college financial management. Ms. Ansboury has served at Alamo Colleges for seven years as Controller and Associate Vice Chancellor. Prior to coming to Alamo Colleges, she worked for the Maricopa Community Colleges in Tempe, Arizona, as Assistant Controller and Treasurer for seven years. Ms. Ansboury is active in the Texas Association of Community College Business Officers, Financial Executives International and the Government Officers Finance Association. She is a Texas CPA and holds a Master’s in Education from Northern Arizona University and a Bachelor’s of Accounting from the University of Hawaii.

Chris BordovskyChris Bordovsky is the Compensation Manager at Alamo Colleges. He has over 20 years of experience leading compensation and finance teams and programs at Fortune 500© companies and in higher education. He has taught Compensation and Benefits courses to undergraduate and continuing education students at the University of the Incarnate Word and San Antonio College. Chris earned a B.B.A. in Finance from Texas A&M University and an M.B.A. from Loyola University. He holds the SPHR, SHRM-SCP, CCP and ChFC designations.

A. Bargas & Associates LLCP.O. Box 792056San Antonio, TX 782789-2056www.abargasco.com

Conference Attendee Ann Marie Harbour

A. Bargas & Associates LLC provides school districts and libraries, government and higher education facilities, residence halls and other public venues the highest quality contract furniture at the fairest prices.

Amerex Energy Services1 Sugar Creek Center Blvd. #700Sugar Land, TX 77478www.amerexenergy.com

Conference Attendee Chris Elliott

Amerex is a leading over-the-counter energy brokerage offering services in electricity, natural gas, emission credits and allowances, renewable energy credits, retail energy procurement, energy consulting, and energy data services.

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

Conference Attendee Doug Shearer

Armko Industries, Inc., in business since 1983, is a professional design firm that specializes in roofing, waterproofing and building envelope consulting.

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

Conference Attendees Bill Dickenson, Mike Kessler

Gallagher specializes in serving the benefits, risk management and insurance needs of higher education institutions.

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

Conference Attendee Kathy Jerome

BuyBoard streamlines the purchasing process for schools, municipalities, and other public entities across the nation.

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

Conference Attendees Bill Costanza, Mike Tidwell

For 25 years, CAS 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.

EXHIBITORS

Carol Bracken and Mike HerndonTarrant County Community College District

Diane BurressDiane Burress has served as the Alamo Colleges Chief Records Officer for seven years. Prior to moving to Texas, Diane was the Director of Library Services and a legal researcher for a large Seattle law firm. After moving to San Antonio in 2006, Diane was briefly a reference librarian at the University of Texas at San Antonio’s John Peace Library before joining the Alamo Colleges Legal Services office where one of her roles was Alamo Colleges Public Information Officer. Diane moved from Legal Services to the Chief Records Officer position to apply her legal and library experience to building a superior records management program at Alamo Colleges. Diane holds a BA in Communications from the University of Washington, and a Masters in Library and Information Science from the Information School at the University of Washington’s Law Librarian program. She is a member of ARMA and holds an ARMA certificate in Generally Accepted Recordkeeping Principles (CH-GARP).

Charles E. Bryant Charles has worked at the Texas Veterans Commission, Veterans Education as a State Approving Agency Program Specialist since August 2009 and as a Hazlewood Act Program Specialist since March 2014. He previously served for 12 years as a Field Artillery officer in the United States Army in various staff and leadership positions and is a Veteran of the Iraq Campaign. He is a graduate of the United States Military Academy at West Point, NY.

William ‘Bill’ DickersonBill Dickerson is currently the Director of Accounting and Financial Services at San Jacinto College, a position he has held since 1997, initially hiring in with the college in 1990 as a Special Projects Accountant. Bill served as the Team Leader for the original Banner Finance implementation at San Jacinto College in 2001. Bill continues to serve as the Leader/Lead Stakeholder for the Banner Finance system.

Patricia (Pat) Disbrow, CPAPat Disbrow, CPA for over 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 including SEC Reporting Manager and Controller. She has a BBA – Accounting from University of North Texas, is a former member of the NACUBO Tax Council and regularly attends the UT Higher Education Taxation Institute. She has served as board member and officer of both Mesquite Social Services, Inc. and Historic Mesquite, Inc.

William (Bill) DoddWilliam (Bill) Dodd has served as Director of Purchasing at Lone Star College since June of 2014. He is responsible for LSC System Procurement. Prior to joining Lone Star College, Bill served as the Director of Purchasing for University of Texas System in the Rio Grande Valley for 10 years. Bill holds a B.S. in Business Administration from McNeese State University in Lake Charles, LA. and is a Certified Purchasing Manager.

TouchNet15520 College Blvd.Lenexa, KS 66219

www.touchnet.com

Conference Attendees Bill Alt, Maura Milner

Ever since its inception, TouchNet has focused on its unwavering commitment to a seamless unification of campus commerce. Today, our products give you superior edge-to-edge campus commerce automation and integration. Rapid development of advanced technologies ensures your campus is always ahead of the curve. Tomorrow brings even more exciting possibilities now that we’re part of the Heartland Campus Solutions initiative.

SUSTAINING BUSINESS PARTNERS

Jennifer DujkaJennifer Dujka has been with TRS for 9 years, first as a Benefit Counselor assisting members with retirement benefit questions and now as an Employer Reporting Consultant in the Benefit Reporting department. As an Employer Reporting Consultant, Jennifer provides training to reporting personnel at TRS reporting entities regarding the monthly TRS reports and assists them with the timely and accurate completion of these reports.

T.J. Ermoian T.J. Ermoian is the founder, owner and president of Texas Energy Aggregation. He has served as a pioneer and innovator in Texas deregulation since 2002 and today operates one of the largest privately-owned energy aggregator/broker/consultant companies in Texas. His focus has remained on serving clients to simplify decisions regarding electricity choices, while working to promote ethical standards in the industry. He has served in various board positions with the Texas Energy Professionals Association (TEPA) and is a member of the National Solutions Council with the Rocky Mountain Institute, focused on sustainability. He is also a member of the Texas Energy Manager’s Assn. (TEMA), Texas Rural Education Assn. (TREA), and the Texas Renewable Energy Industry Assn. (TREIA). Texas Energy Aggregation was voted #1 by the top 30 energy providers in the nation for innovation, contract negotiation, customer service and ethics. They currently serve over 100 public schools, colleges, cities, and State of Texas clients using interlocal agreements with TIPS, the Region One Texas Energy Center, and State of Texas Council on Competitive Government. In 2015, Texas Energy netted the lowest contracted energy rate for any public entity for the Texas Dept. of Transportation, and it was accomplished using 100% renewable sources. T.J. was instrumental in the growth of the world’s largest solar energy company during the 1980s and is currently forming a renewable energy cooperative among public schools, universities, state and municipal entities to begin in 2017. Focused on consumer advocacy, T.J. spearheaded legislation for HB 1064, which is now saving millions of dollars annually on delivery charges for small businesses, schools, churches, athletic and performing arts facilities throughout Texas. His involvement in additional legislation has yielded significant changes in billing and energy contract language to enhance consumer protections.

Laura Sanders FowlerAfter graduating from Baylor Law School in 1979, Laura Fowler began her career as a Navy JAGC chasing saboteurs and scoundrels through exotic ports in East Asia and the 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 P.C., located in both Austin and Georgetown, Texas, with twenty (20) 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. is the 2010 winner of the Austin Chamber of Commerce Time Warner Cable Education Award for its gifts to education, a finalist for the 2011 Austin Chamber of Commerce Community Relations Award, the recipient of the 2010 State Bar of Texas W. Frank Newton Award for outstanding pro bono legal services and designated a Top Corporate Philanthropist by the Austin Business Journal in 2009, 2010, and 2011.

Roland Gilmore 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

Texas Association of Public Schools Property& The Fairly Group342 W. Woodlawn Ave., Ste. 300San Antonio, TX 78108

www.tapsplf.orgwww.fairlygroup.com

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.

The Fairly Group is again the largest insurance broker in the Texas Panhandle, advising clients in over 100 countries across the world in several business segments including Corporate Risk, Human Capital and Benefits, Insurance, and a broad array of Risk Consulting specialties.

Texas Book Company8501 Technology Cr.Greenville, TX 75402

www.texasbook.com

Conference Attendee Stacy 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.

Texas CLASS

2435 North Central Expressway, Suite 1200Richardson, TX 75080214.473.4224

www.texasclass.com

Conference Attendees Karen Proctor, Danny King

Texas CLASS is a local government investment pool emphasizing safety, liquidity, convenience and competitive yield. Providing local governmental entities with a safe and competitive investment alternative since 1996, Texas CLASS offers Participants a daily liquid investment solution that conforms to the Public Funds Investment Act, Texas Government Code.

SUSTAINING BUSINESS PARTNERS

JP GromJP Grom serves as the leader of the Educational Program Management group for Lockwood, Andrews & Newnam, Inc. (LAN). He earned a Bachelor’s of Science in Urban and Regional Planning from the University of Wisconsin-Green Bay and a Master’s of Architecture from Texas A&M University in College Station, Texas. His record of successful projects and satisfied clients is the result of his organizational skills and strong attention to detail. He has experience in facility assessments, master planning, design, construction administration, and warranty periods. He possesses a balance of technical competency and project management skills, a unique combination that allows him to deliver quality products with long-term value. He is a LEED® Accredited professional, a Project Management Professional (PMP) and a registered architect in numerous jurisdictions. He is a member of the American Institute of Architects and served as the president of the local chapter of the American Institute of Architects. He is a member of the Association of Physical Plant Administrators (APPA). He has volunteered with the Habitat for Humanity and is active in his church. He is married and with his wife has two children, age 12 and 16.

Amada “Amy” GuerraAmy has been the Assistant Controller Grants Accounting for the Alamo Colleges since 2012. She has over 22 years of accounting experience, of which 19 years were in Grants Accounting. She manages all functions of federal and state grants accounting totaling $133 million. Amy has worked with over 20 federal and state agencies during her grant accounting career.

Don Hudson, Ph.D. 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. 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

Carin HutchinsCarin Hutchins is currently the Acting CFO at Lone Star College System (LSCS) since mid-April 2016. Other positions include Associate CFO beginning in January 2015 and Associate Vice Chancellor-Business Support Services for eight years, overseeing Purchasing, Accounts Payable & Fixed Assets and Payroll. Carin began her career with LSCS as the Internal Auditor in December 2003. Prior to LSCS, she served as the Controller for the Lower Colorado River Authority in Austin, Texas, where she was employed from 1989 to 2000. She began her career with Deloitte & Touche as an Auditor in 1984. Carin received her undergraduate degree in Accounting from the University of Idaho and an MBA from the University of Texas at Austin. She has been a licensed Certified Public Accountant since 1986.

Ladenburg Thalmann & Co., Inc.2020 Main Street, Suite 650Irvine, CA 92614

www.ladenburg.com

Conference Attendee Steve Neri

Ladenburg Thalmann Financial Services Inc. is a leading innovator of the network model in the independent broker-dealer and advisory space. The firm draws on its illustrious financial services history to empower and strengthen its subsidiaries while embracing their unique cultures and identities, pooling their collective resources to meet the needs of mainstream American investors.

Nelnet Business SolutionsP.O. Box 82528Lincoln, NE 68501

www.nelnet.com

Conference Attendees Lou Murry, Caryne Mesquita

Nelnet Business Solutions (NBS) provides tuition management, financial aid assessment, and school administration software services for K-12 schools as well as comprehensive campus commerce management for institutions of higher education. Their suite of services includes automated billing and payment processing, commerce management, tuition payment plans, financial aid assessment, cashiering solutions, and its innovative student refunds service. These services are used by more than 750 higher education campuses and nearly 10,000 K-12schools.

PARS

4350 Von Karman Ave., Ste 100Newport 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.

SUSTAINING BUSINESS PARTNERS

Steve JohnsonTexas Association of Community Colleges

Jason KochJason Koch is an accredited Accounts Payable Solutions Consultant (APSC) and has been working with Commerce Bank’s Strategic Payments Group since 2013. In his current role, Jason is responsible for communicating the value of Commerce Bank’s Strategic Payment Solutions to current and prospective clients. Jason is skilled at helping AP Leadership understand the value in reducing paper checks, increasing electronic payments and utilizing technology to leverage AP as a strategic, revenue generating asset. Prior to joining Commerce Bank, Jason has had a long career in helping businesses utilize technology to drive efficiencies.

Jim Lievens Jim brings real world organizational experience, from varied career fields (public relations to human resources) to the field of organizational development. He has been at the Alamo Colleges for 6 years and is an adult education specialist with 2500+ classroom contact hours His has certifications and experience in Franklin-Covey programs, DiSC behavioral profiles, Ken Blanchard Situational Leadership, DDI, and supervisory development programs. As a Learning & Talent Management Specialist with the Alamo Colleges he is instrumental in principle-centered leadership programs, team building initiatives, and new employee onboarding. With his UT-Austin BS-Advertising degree, he brings creativity and humor to accomplish his training objectives.

Gina LopezGina Lopez is the Inventory Control Manager for the Alamo Colleges. During her 25 years at Alamo Colleges Gina has focused on managing tangible property, working with logistics, receiving, purchasing, inventorying, and surplus property. Since 2010, her focus has been on Inventory Control. In that role Gina created a systemized process to administer the property management program. Over five years she has reduced property losses to less than $100,000 for a $98 million dollar inventory totaling over 45,000 pieces of property. Alamo Colleges inventory results show an impressive overall 99.8% annual percentage rate of property accounted for over the last three years. Mrs. Lopez has a Bachelor of Science in Organizational Leadership from Our Lady of the Lake University.

Follett3 Westbrook Corporate Center, Suite 200Westchester, IL 60154

www.follett.com

Conference Attendees Alan Stratman, Bill Boney

Nobody sees education quite like we do.

Follett has been a trusted partner to college campuses for more than 140 years, taking care of the critical details that make it easier for schools to run, teachers to teach and students to learn.

Every day, we serve over half of the students in the United States, and work with 80,000 schools as a leading provider of education technology, services and print and digital content. We're higher education's largest campus retailer and a hub for school spirit and community as we operate nearly 1,200 local campus stores and over 1,600 virtual stores across the continent.

Harte Hanks2800 Wells Branch PkwyAustin, TX 78728

www.hartehanks.com

Conference Attendees Charles Fannin, Sidony Stone, Alexa Wagner

From getting into the hearts and minds of consumers to delivering award-winning creative campaigns, we offer a full spectrum of multichannel marketing services that turn browsers into buyers and customers into brand advocates. We’re driven by data, focused on results and dedicated to helping you make customers smile—while boosting your bottom line.

Herring Bank

2201 Civic CircleAmarillo, TX 79109

www.herringbank.com

Conference Attendees Dave Riggs, Jeremy Kelln

Our goal is simple. Deliver the best possible banking experience so our customers and clients can better manage their finances. 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. Through local leadership and ownership, Herring Bank has created a legacy of helping customers with their financial needs for some 110 years.

SUSTAINING BUSINESS PARTNERS

Amy MageeAmy 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. Amy is available to answer TASB college district member’s legal inquiries. She may be contacted Monday through Friday from 8 a.m. to 5 p.m. CST at 800-580-5345 or 512-467-3610. Amy is also available by email at legal@tasb.org or fax at 512-467-3522.

Cecilia MartinezCecilia Martinez has held the position of Associate Director of Grants and Contracts Compliance at the Alamo Colleges since 2010. Prior to that she was at St. Philip’s College as a Grant Writer, a Manager with World Savings Bank along with over 20 years’ experience as a Grant Director at Edgewood ISD, the San Antonio Housing Authority, the Alamo Council of Governments and the City of Corpus Christi. Ms. Martinez has both a Bachelors in Social Work and Public Administration and an MS in Public Administration from Texas A&M Kingsville.

Jean B. McSpaddenJean 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 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 immediate past president of the Texas Association of Community College Business Officers.

E3 Entegral Solutions1001 S. Dairy Ashfort Dr., Suite 100Houston, TX 77077

www.e3es.com

Conference Attendees Jared McCurley, Robb Sidebottom

We are the fastest growing design-build contractor in Texas and the leader in K-12 energy efficiency projects. We attribute this to consistently providing three fundamental business attributes: Experienced, Effective, Efficient. Simply put, successful companies must deliver on all three fronts to win and keep clients. We are E3.

E3 is an energy efficiency company focused on making buildings work: we implement strategies that increase occupant comfort, decrease operational costs and make a positive impact on the bottom line.

First Public/Lone Star Investment Pool12007 Research Blvd.Austin, TX 78759800.558.8875

www.firstpublic.com

Conference Attendees Cole Hentschel, Nathan Smith

The Lone Star Investment Pool provides investment services to governmental entities with a focus on safety, liquidity, and yield and incorporates a dual portfolio manager platform for added diversification. Since its founding in 1991, Lone Star has grown to more than $8 billion in average annual assets, expanded to serve a new generation of decision-makers, and constantly strives to provide innovative services.

Lone Star is distributed by First Public, LLC, a subsidiary of the Texas Association of School Boards.

First Southwest, A Division of Hilltop Securities/TexSTAR/LOGIC

1201 Elm St, Suite 3500Dallas, TX 75207800.839.7827

www.hilltopsecurities.com

Conference Attendees Mica Owens, George Williford

First Southwest, A Division of Hilltop Securities, provides expertise and insight into everything we do. We combine our extensive analytical technology with a time-honored culture of collaboration to deliver truly innovative financial solutions for our customers. We serve as a trusted advocate for our clients nationwide, delivering a wide range of financial guidance and services to individuals, businesses and communities.

SUSTAINING BUSINESS PARTNERS

Thomas MorschTom Morsch is a Managing Director and co-head of PFM’s Public-Private Partnership (P3) practice, and has more than 30 years of infrastructure, project finance, and public-private transaction experience. His background includes advising the public sector across a number of asset classes on innovative project delivery and capital market solutions. In addition to his sell-side experience, he has experience as a buy-side advisor for investors and other participants in the P3 industry. Mr. Morsch brings a wealth of P3 advisory experience in the U.S. and internationally, as well as experience in structuring transactions for municipal and state governments, transportation entities, higher education institutions, and owners of utilities and energy facilities. He has led numerous P3 advisory assignments with a focus on P3 project feasibility, valuation, deal structuring, procurement alternatives, stakeholder management, transaction execution, and contract negotiations. He was an active participant in the Chicago Skyway monetization, one of the first significant P3’s in the U.S., and has also served as an expert witness for the public sector in P3 contract disputes.

Mr. Morsch’s recent project experience includes advising a number of higher education institutions on student housing projects led by private developers to achieve balance sheet and credit objectives. He is also advising governments on several hotel financings, correctional facilities, gaming, and energy financings. Where new assets and infrastructure is involved, Mr. Morsch assists clients make project delivery choices across the design-build- finance-maintain-operate spectrum to optimize government participation and appropriate risk transfer to the private sector. Representative clients include Virginia Commonwealth University; the University of South Florida; the Commonwealth of Puerto Rico; Hamilton County, TN; the Chicago Infrastructure Trust; Broward County, FL; the University of Kansas; Oklahoma City, OK; University of Massachusetts Building Authority; Tarrant County College, TX; New York City Health and Human Services; and the City of New Orleans. Previous assignments have included serving as the financial advisor to the City of Pittsburgh on its parking monetization and the State of Illinois on privatization of the Illinois Lottery.

Mr. Morsch began he career working for the Governor of Illinois and served for six years as the Executive Director of the Illinois State Toll Highway Authority. Additionally, he was a management consultant with Oliver Wyman, and was a Senior Vice President with the Marsh & McLennan Companies. He joined PFM in 2011 when PFM acquired Scott Balice Strategies, a Chicago-based financial advisory firm. Mr. Morsch graduated from Beloit College in Wisconsin.

Dep. Chief Michael NemcicAlamo Colleges

BankMobile Disbursements115 Munson StreetNew Haven, CT 06511

www.bankmobiledisbursements.com

Conference Attendees Abigail Dupuis, Kathy Woods

BankMobile Disbursements is a division of Customers Bank. At Customers Bank, we are dedicated to providing exceptional value, service and convenience as part of an overall effortless banking experience. Our “high-tech, high-touch” approach to banking allows us to deliver a superior selection of products and services.

CASHNet175 West Jackson, Suite 1000Chicago, IL 60604

www.cashnet.com

Conference Attendees Patrick Kinlough, Karrol Leary

CASHNet is a leading payment technology company that provides secure transaction services to over 700 campuses in higher education, reaching 5 million students nationwide. Our robust suite of solutions rest on a PCI-compliant platform that our skilled technicians seamlessly integrate to adapt to the most challenging higher education environments.

Whether it’s to simplify electronic billing, accept payments all over campus, offer flexible tuition payment plans, or create online storefronts, CASHNet fits your everyday campus needs. As a leader in the industry for over 25 years, CASHNet has constantly evolved to create the secure and simplified experience your students, payers, and administrators require. Our priority is your success.

Choice Partners6005 WestviewHouston, TX 77055

www.choicepartners.org

Conference Attendees Joann Nichols, Jeff Drury

Choice 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.

SUSTAINING BUSINESS PARTNERS

William S. “Shack” Nail Director Governmental Relations, Employees Retirement System of Texas William S. “Shack” Nail is Director of Governmental Relations for 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 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.

Darryl NettlesDarryl is a Learning & Talent Management Specialist and has been employed with the Alamo Colleges for 14 years. He has over 35 years of experience in training, organizational development and human resources. Darryl has earned a Bachelor of Science degree in Organizational Management from Colorado Christian University and has numerous Franklin-Covey certifications. He is also a certified continuing education instructor and student development instructor. Darryl credits his 22 years of service with the United States Air Force and his mission statement—“Do the right thing, because it’s the right thing to do”—for his commitment to and passion for employee development and student success.

Diane Novak 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.

Morgan Stanley1999 Avenue of the StarsSuite 2400Los Angeles, CA 90067

www.morganstanley.com

Conference Attendee Ryan Vollmer, Frank Reed, Blaine Brunson

Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. Morgan Stanley offers our community college clients over 100 years of California public finance banking experience coupled with the largest retail investor distribution network, a premier institutional sales force and large capital base to support our clients securities offerings.

VERY IMPORTANT BUSINESS PARTNERS

Barbie PearsonBarbie Pearson has been with the Teacher Retirement System of Texas (TRS) since September of 1986. As Chief Benefit Officer for TRS, Ms. Pearson oversees the Benefit Services Division. She directs the administration and processing of TRS pension plan benefits including service and disability retirements, service credit purchase, beneficiary claims, and refunds for over 1.3 million members, beneficiaries, and annuitants. She is in charge of benefit counseling operations including the telephone counseling center with a volume of over 500,000 calls per year. She is also responsible for Benefit Payments and Employer Reporting. She is on the Executive Steering Committee for the TEAM (TRS Enterprise Application Modernization) Program which is TRS’ multi-year endeavor to redesign, rebuild, and modernize the TRS automated pension administration system.

Jim PinkardJim 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.

Jacob Pugh Jacob Pugh is the manager of the Legislative Budget Board’s Contracts Oversight Team, tasked with identifying and mitigating risk in the contracting process in Texas. In this role, he oversees the contract oversight fuction of the LBB, including managing the contracts database and providing outreach and training to state agencies regarding contract reporting, and providing policy recommendations on contracting matters.

He has a bachelor’s degree from Macalester College in Minnesota, a Law degree from the University of Minnesota and an MBA from the University of Texas. Prior to assuming his current duties, he spent 3 years at the Texas Military Department, and 12 years as an Active Duty Air Force Judge Advocate. He is currently an officer in the US Air Force Reserve, and holds certifications as a Certified Texas Contract Manager (CTCM) and Project Management Professional (PMP).

John W. Strybos, P.E., C.E.M.John Strybos is a registered Professional Engineer and a Certified Energy Manager with more than 30 years of experience in the design, construction and management of a wide range of innovative projects. Some of these projects include: $35,000,000 Public Private Partnership Tobin Lofts at San Antonio College, $450,000,000 District Wide Capital Improvement Program projects, LEED Certified Eco Centro Building at SAC, $20,000,000 utility efficiency projects including 3 thermal energy storage tanks, recycled water line, and solar panel installations, and $150,000,000 Maintenance Tax Notes funded renovation projects.

Mr. Strybos has made presentations on Facilities Operations and Construction Management to a variety of organizations including Society for College and University Planning (SCUP), Association of Physical Plant Administrators (APPA), IBM Pulse Conference, Texas College and University Facilities Professionals (TCUF), International Conference of Enhanced Building Operations (ICEBO), and Council of Educational Facilities Planners International (CEFPI). Mr. Strybos has received recognition from Clean Air Through Energy Efficiency (CATEE) for Outstanding Government Organization.

Johnson Controls, Inc.3021 West Bend DriveIrving, TX 75063

www.jci.com

Conference Attendees Jim Swan, Rhonda Swan

Johnson Controls is a global diversified technology and industrial leader serving customers in more than 150 countries. Since our invention of the first electric room thermostat in 1885, we’ve been committed to delivering innovative products that help the world run smoothly, smartly, simply, and safely.

Our global employees specialize in the following areas:• Building efficiency — with products, services and solutions to increase energy efficiency and lower operating costs for buildings worldwide. • Batteries and energy storage — including advanced batteries for hybrid and electric vehicles, as well as stationary energy storage. • Automotive seats that deliver superior quality and performance.

We’ve grown tremendously during the past 130 years, both in size and market share. The secret to our success? Our values. We believe in going above and beyond to deliver value to our shareholders, help our customers succeed and be a good corporate citizen. In fact, Corporate Responsibility Magazine recognized us as the #17 company in its annual “100 Best Corporate Citizens” list in 2016.

VERY IMPORTANT BUSINESS PARTNERS

Anne H. TarskiMs. Tarski has been working as Vice President of Finance at Southwest Texas Junior College for six years and worked in the aircraft industry prior to that. She has a BA in accounting from The University of Texas (1980) and JD from the Law Center at The University of Houston (1983).

Harold Whitis, Ph.D.Dr. Harold Whitis is the District Director of Student Financial Aid at the Alamo Community College District in San Antonio, Texas. Harold has been involved in higher education for thirty years at public and private institutions and participated in the implementation of several Student Information Systems. His goal has always been to work smarter and create a superior student experience. He is a former President of the Texas Association of Student Financial Aid Administrators, a Quality Texas Examiner and a recipient of the NISOD Excellence Award.

Cindy White 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.

Sgt. Alex VillalobosSgt. Alex Villalobos is a member of the Command Staff at Texas State University Police Department and serves as the supervisor over the Criminal Investigations Division and the Mental Health Response Team. Sgt. Villalobos serves on a number of committees that involve Emergency Preparedness, workplace violence, crisis intervention, Behavioral Assessment Team, Title IX Collaboration Team, Texas State University System Chancellor’s Conceal Carry Taskforce, The Texas State System Title IX Taskforce, crime prevention and facility planning. I assist and work closely with the University Administration as it relates to VAWA Act (Violence Against Women Act), Clery Act, and Title IX issues. Sgt. Villalobos currently serves as the President of the Hispanic Policy Network, a Staff and Faculty Organization at Texas State University. Sgt. Villalobos received a Bachelor of Science in Criminal Justice and a Masters in Public Administration.

Great Western Dining Service, IncP.O. Box 699Tipton, MO 65081

www.gwdining.net

Conference Attendees Billie Jennings, Bob Nold, John Nilges, Rick Vandiver, Harold Jensen, Warren Hunt

Putting 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!

VERY IMPORTANT BUSINESS PARTNERS

THANK YOU TO ALL OF THE TACCBO BUSINESS PARTNERS!

WiFi Sponsorship

Miniature Golf Sponsorship

Tote Bag Sponsorship

Badge Sponsorship

Commerce Bank4029 Fechin CirclePlano, TX 75023

www.commercebank.com

Conference Attendees Lee Wood, Jason Koch, Wes Kolari, Suzanne Robinson

Since it was founded more than 150 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.

The Company's customer promise, We ask, listen and solve is not just its brand, but also its corporate focus.

VERY IMPORTANT BUSINESS PARTNERS

AXA525 Washington Blvd.Jersey City, NJ 07310

www.axa.com

Conference Attendee Clare Ronaghan

AXA has been helping families and businesses take small, manageable steps toward financial security since 1859. As a leading provider of retirement savings products and services AXA is committed to getting its clients, and your employees, get "retirement ready." AXA is one of the nation’s leading providers of annuities, consumer life insurance, and related financial services.

AXA understands the challenges in preparing for retirement and they are committed to helping individuals through every stage of life. Whether their clients are beginning their career, changing jobs, or nearing retirement, they can count on AXA to be their retirement planning partner. Their employer-sponsored division in particular, is dedicated to providing plan sponsors and participants with competitive retirement plan products, unsurpassed education, service, and support.

VERY IMPORTANT BUSINESS PARTNERS

Barnes & Noble College120 Mountainview Blvd.Basking Ridge, NJ 07920

www.bncollege.com

Conference Attendees Marc Eckhart, Kim Otte

Barnes & 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.

VERY IMPORTANT BUSINESS PARTNERS