2018 · 2018-06-25 · -CyFair ∙ LSC Kingwood ∙ LSC -Montgomery ∙ LSC North Harris ∙ LSC -Tomball ∙ LSC University Park to our 2018 host, Lone Star College!

2018

TACCBO ANNUAL CONFERENCEThe Woodlands Waterway Marriott Hotel & Convention CenterJune 12 - 15, 2018

Special Thanks

LoneStar.edu

LSC-CyFair ∙ LSC-Kingwood ∙ LSC-Montgomery ∙ LSC-North Harris ∙ LSC-Tomball ∙ LSC-University Park

to our 2018 host, Lone Star College!

The Woodlands, Texas | 3

2018 Conference Agenda

TUESDAY, JUNE 1210 am - 4 pm Public Funds Investment Training Waterway Provided by PFM Asset Management LLC 6 (Noon - 1:30 pm Lunch on your own)

1 - 6 pm Registration Town Center Tote Bags Sponsored by Comdata South Neck Wallets Sponsored by Barnes & Noble College Registration Tues/Wed Wi-Fi Sponsored by BBVA Compass Tues/Wed Logon Code: BBVA2018 Thurs/Fri Wi-Fi Sponsored by Howard Technology Solutions Thurs/Fri Logon Code: HOWARD18

5 - 7 pm Welcome Reception Town Center Sponsored by Herring Bank, Immediate Credit South Recovery, Inc., and Johnson Controls

WEDNESDAY, JUNE 137 am - 5 pm Registration Town Center Registration

7 - 8:30 am Member/Business Partner Breakfast Waterway Sponsored by J.P. Morgan 4 - 5

8:30 - 9 am Opening Remarks Waterway Neil Vickers, Austin Community College 4 - 5 TACCBO President-Elect

Welcome Dr. Stephen Head, Lone Star College

9 - 10 am General Session1 Waterway Commissioner Julian Alvarez, 4 - 5 Texas Workforce Commission

10 -10:40 am Exhibits & Business Partner Break Town Center South

4 | 2018 TACCBO Annual Conference


10:40 - 11:30am Concurrent Sessions 1a - Rethinking the Campus Card Montgomery Bill Alt, TouchNet B

1b - Sustainability as a Business Tool - How to Montgomery adopt a sustainability policy and use it as a guiding C light to develop a successful college business plan. Andy Kim/ Neil Vickers, Austin Community College

1c - Jumping on the Analytics Bandwagon Waterway Reema Parappilly/ Elisa Gilbertson, Weaver 7

1d - Writing Winning Proposals Waterway Richard Ehlert, Texas Facilities Commission 8 (Note: 90 min. Session)

11:40am - 12:30pm Concurrent Sessions 2a - Solicitations: Step-By-Step Processes Montgomery Robert Hall, Austin Community College B

2b - Investment Best Practices - Starting at the Beginning Montgomery Susan K. Anderson, Valley View Consulting, LLC C

2c - Technology Update - Innovations in Waterway Security Technology 7 Dave Jacobs, TechKnowledge

2d - Writing Winning Proposals Waterway Richard Ehlert, Texas Facilities Commission 8 (Note: 90 min. Session)

12:30 - 2pm Networking Lunch with Business Partners Waterway Sponsored by PARS (Public Agency Retirement 4 - 5 Services) and Weaver

2 - 2:50pm Concurrent Sessions 3a - Community College District Financing Options Montgomery Jorge Rodriguez, FTN Financial Capital Markets B

3b - Leveraging The Federal Government’s Buying Montgomery Power: GSA’s State and Local Programs C Mark King, GSA

3c - Workforce and Talent in Education Waterway Michael D. Harmelink, Gartner 7

3d - The Truths and Myths about Renewable Waterway Energy Procurement 8 Matt Hobson, Energy Edge Consulting, LLC



2:50 - 3pm Exhibits & Business Partner Break Town Center Sponsored by Blackboard/Cashnet South

3 - 3:50pm Concurrent Sessions 4a - Electronic B2B Payments - Myth vs Reality Montgomery Chris Simpson, Comdata B

4b - Colleague Roundtable Montgomery Neil Vickers, Austin Community College C

4c - PeopleSoft Roundtable Waterway Tammy Cortes, Lone Star College 7

4d - Banner Roundtable Waterway Bill Dickerson, San Jacinto College 8

4 - 4:50pm General Session II Waterway Building an Innovative and Creative Culture 4 - 5 Michael D. Harmelink, Gartner

THURSDAY, JUNE 147 - 8:30am Member/Business Partner Breakfast Waterway Sponsored by Collections Unlimited of Texas, Inc. 4 - 5 and Forecast5 Analytics, Inc.

8:30 - 9:30am General Session III Waterway Seeking Higher Ground: Texas Economics and 4 - 5 Politics in a Post-Harvey World Adam Jones, Weaver

9:30 - 10:20am Concurrent Sessions 5a - New Rules and New Tools Help Solve Montgomery the PCI Puzzle B John McElroy, TouchNet

5b - Top 10 Most Expensive Employment and Human Montgomery Resources Mistakes Community College Business C Officials Make That You Can Easily Avoid Laura Fowler, The Fowler Law Firm, P.C.

5c - Scammed! A Cautionary Tale and Waterway Defense Strategy 7 Ann Kokx, Templet/Bill Dickerson, San Jacinto College

5d - Making the Budget Fit/Financial Projections Waterway Thomas M. Ridout/Virginia Chisum, 8 Forecast5 Analytics, Inc



11:20am - 12:10pm Concurrent Sessions 6a - Risk Management and Safety: Working Together Montgomery Wayne Maines, Austin Community College B 6b - Top 10 Most Expensive Construction and Montgomery Purchasing Legal Mistakes Community College C Business Officials Make That You Can Easily Avoid Laura Fowler, The Fowler Law Firm, P.C. 6c - GASB 74 and 75 Waterway Machelle Pharr/ Shelley Arnold, ERS and 7 Comptroller’s Office 6d - Are You Managing Your Organization’s Most Waterway Important Asset? (Information) 8 William T. Basinger, Association of Records Managers and Administrators (ARMA)

12:10 - 1:30pm Member Network Lunch Waterway Sponsored by Nelnet Campus Commerce and 4 - 5 Texas CLASS

1:30 - 2:20pm Concurrent Sessions 7a - Public Finance for Community Colleges Montgomery David Mendez, Bickerstaff, Heath, Delgado, Acosta B 7b - Five-Year Planning Tool Montgomery Jennifer Mott, Lone Star College C 7c - GASB 74 and 75 Waterway Machelle Pharr/Shelley Arnold, ERS and 7 Comptroller’s Office 7d - New TRS Reporting System Waterway Mark Chi, TRS 8

2:30 - 3:20pm Concurrent Sessions 8a - Grant Manaegment - Avoiding Common Pitfalls Montgomery to Achieve Audit Success B Daniel Graves/ Brandon Tanous, Weaver 8b - Developing Effective Internal Controls of the Montgomery 21st Century C Bob Scott, City of Carrollton, Texas 8c - Obtaining a Maintenance Tax Note Waterway Clen Burton, College of the Mainland/ 7 Clarence Grier, RBC Capital Markets 8d - Rethinking the Formal Relationship Between the Waterway College and its Foundation - Roundtable 8 Van Miller, Temple College Carin Hutchins, Houston Community College



3:30 - 4pm Exhibits & Business Partner Break Town Center Sponsored by Multi-Bank Securities, Inc. South

5pm Board Buses for Family Night Lobby/Drive Wear your Topgolf wristbands!

6 - 10pm Family Night Topgolf Dinner and Golf Spring 560 Spring Park Center Blvd, Spring, TX 77373 Sponsored by Ellucian, Follett Higher Education, Freese and Nichols, Inc., and Great Western Dining and TouchNet

FRIDAY, JUNE 157 - 8:30am Member Breakfast Waterway Sponsored by Constellation Energy 4 - 5

CFO Roundtable and Breakfast Waterway Sponsored by Hilltop Securities/ TexSTAR/ LOGIC 6

Controller Rountable and Breakfast Waterway Sponsored by Marcis & Associates, Inc. 7

Procurement Roundtable and Breakfast Waterway Sponsored by Unit4 Business Software, Inc. 8

8:30 - 10:10am General Session IV Waterway Updates from Austin 4 - 5 Andrew Overmyer, LBB/ Mark Chi, TRS/ Jacob Fraire, TACC

10:10 - 10:20 Break Waterway Foyer

10:20 - 11:10am General Session IV Waterway Updates from Austin Continued and 4 - 5 AFR Committee update Andrew Overmyer, LBB/ Mark Chi, TRS/ Jacob Fraire, TACC/ Mirna Gonzalez, TACC/ Carin Hutchins, HCC

11:10am - Noon TACCBO Annual Business Meeting Waterway 4 - 5

Noon Conference Concludes


Family Night

From: The Woodlands Waterway Marriott (1601 Lake Robbins Dr, The Woodlands, TX 77380) To: Topgolf (560 Spring Park Center Blvd, Spring, TX 77373)

Head southeast on Lake Robbins Dr toward Waterway Ave to I-45 South. Turn Right on I-45 to N Fwy Service Rd. Take I-45 South to exit 68 from I-45 (Cypresswood Dr.)Continue on N Fwy Service Rd. Turn Left on E Cypresswood Dr.Turn Right onto Spring Point Road.Continue Right onto Spring Park Center Blvd.


Pre-Conference Training

PFM Asset Management LLCAt PFM, asset managers, financial advisors and consultants partner with clients to transform their world. Our clients have individual needs, and our tailored advice reflects this. We have the flexibility to support the largest endeavors any client could contemplate with teams that maintain the camaraderie, the collaboration and the creativity that define working with PFM. We combine superior financial advice, disciplined management and ingenuity to build, power, move, and educate.

Barry BaughierSenior Managing ConsultantPFM Asset Management LLC

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.

PFIA SpeakersMichael Varano, PFM Asset Management LLCMatt Eisel, PFM Asset Management LLCMike Steinbrook, PFM Asset Management LLCJennifer Arndt, PFM Financial Advisors LLCBarry Baughier, PFM Asset Management LLCKen Couch, PFM Asset Management LLC


TACCBO President-Elect

Neil VickersExecutive Vice President,Finance and Administration and CFOAustin Community College District

Neil Vickers is Executive Vice President, Finance and Administration, and Chief Financial Officer at Austin Community College District (ACC). He is directly responsible for the College’s budget, financing and investment activities as well as the departments of Business Services, Human Resources, Information Technology, and Facilities & Construction, Business Processes & Initiatives and Records & Information Management.

Mr. Vickers earned a bachelor’s degree in Mathematics from the University of Texas at Austin, and a Master of Accountancy from Texas State University. His coursework includes over 40 credit hours taken at ACC. Mr. Vickers has been a licensed Certified Public Accountant since 2003. He has also taught as an adjunct faculty member in ACC’s Accounting Department.

Neil served as Treasurer of TACCBO for 1½ years from February 2016 through June 2017 and is currently President-Elect.


Welcome

Stephen C. HeadChancellor,Lone Star College

Stephen C. Head, Ph.D. was appointed as the fourth chancellor of the Lone Star College System in 2014 after a thirty-year history of high-level positions at LSCS including President of Lone Star College-North Harris, Executive Vice Chancellor, acting Chief Executive Officer, interim President at Montgomery College and President of Kingwood College. His focus is on student access, equality, success and completion; academic quality; workforce programs in alignment with community needs; and collaborative agreements with educational, business and local civic organizations.

His values include operating the college on a sound, fiscally conservative model based on data, efficiencies, accountability and common sense. He also emphasizes transparency, ethical behavior and a culture of high expectations and achievement.

Dr. Head received his Ph.D. in History from Texas Tech University. He earned a Master of Arts degree in History and a Bachelor of Arts degree in History from Lamar University in Beaumont Texas. In addition, he previously taught history undergraduate and graduate classes for LSCS and university partners, and graduate classes in community college leadership and higher education finance.

Dr. Head has served on the board of five area chambers of commerce and three economic development districts or councils. He currently serves on the Executive Committee for the Texas Association of Community Colleges and the Executive Committee for the American Association of Community Colleges. He is a frequent presenter at state and national conferences on community college issues. In 2016, he was appointed by Governor Abbott to serve on the Texas Economic Development Council.


Key Note Speaker

Julian Alvarez IIICommissioner Representing Labor,2016 - Present

Julian Alvarez III is the Commissioner Representing Labor of the Texas Workforce Commission. Gov. Greg Abbott reappointed him to the three-member Commission on March 7, 2017. His Commission appointment expires February 1, 2023.

The Commissioner Representing Labor represents the interest of more than 13 million Texas workers with respect to TWC services and ensures that their concerns are considered in all Commission actions.

Prior to his appointment, Commissioner Alvarez served as president and CEO of the Rio Grande Valley Partnership fostering relationships and coordinating programs to advance regional economic development and employment opportunities. He also served as a Texas regional director for the U.S. Senator Kay Bailey Hutchinson advising on legislative and policy issues related to South Texas. Prior to that, Alvarez served on the South Texas Drug Task Force as a state trooper for the Texas Department of Public Safety (DPS). After his service with DPS, Alvarez inspired stewardship and leadership as the director of college information for Texas State Technical College in Harlingen.

Commissioner Alvarez had served on boards for:• Teach for America• Border Trade Advisory Committee• I-69 Alliance• RGV Lead• Hidalgo County Metropolitan Planning Organization• Texas State Affordable Housing Advisory Committee• UT Pan American President’s Circle.• North Harlingen Rotary• Texas Association of Sports Officials

Commissioner Alvarez earned a Bachelor of Science in secondary education from Texas A&I University in Kingsville.


Key Note Speaker

Adam JonesWeaver

Adam Jones is an independent management consultant, lobbyist and writer. He served from 2003 to 2012 as the Deputy Commissioner and Chief Operating Officer of the Texas Education Agency. He left public service to build and lead the state government and Austin advisory practice for Weaver LLP, the largest independent CPA firm in Texas and the Southwest. He still holds a position on the risk advisory staff of Weaver, where his practice areas include organizational assessment, IT governance, risk assessment, business process improvement and internal audit, including engagements for community colleges and other large governmental organizations.

His experience as a management consultant and advocate spans both public and private sectors, giving him a keen understanding of Texas politics and the state economy. He is a former director of the Texas Senate Education Committee and served two terms on the board of directors of the Texas Department of Information Resources. He is a current appointee to the state Charter School Finance Corporation.

Adam has consulted for some of the most influential education institutions, non-profit organizations and businesses in the country, including Rice University, the National Math and Science Initiative, the Foundation for Excellence in Education, The Flippen Group and Reasoning Mind. His clients benefit from his insider knowledge of state budget and finance, gained through positions with both the House Appropriations Committee and the Legislative Budget Board in addition to his vast experience as an agency fiduciary and executive. A frequent, sought-after speaker and author on a diverse range of topics, his book Rose Bowl Dreams: A Memoir of Faith, Family and Football was published in 2008 (St Martin’s/Thomas Dunne). He graduated with a master’s degree in public policy from Duke University and a bachelor’s degree in economics from the University of Texas at Austin.


General and Concurrent Session Speakers

Bill AltTouchNetBill has been with TouchNet Information Systems for the past 5 years with his primary focus on the state of Texas. He currently serves as the Regional Sales Manager for the campus card division, TouchNet OneCard, providing an integrated, mobile campus card solution for their clients. Bill brings over 14 years experience in the software as a service industry.

Susan AndersonValley View Consulting, LLCMs. Anderson has extensive public fund experience, beginning in 1971 with her first government position at the City of Austin, Texas. She served the City in the Financial Services Division for over twenty-five years. Investment strategies developed for City funds, pension funds and deferred compensation funds spanned the entire spectrum of eligible investment products, including fixed income, equity and international funds.

Following her retirement from the City of Austin, Ms. Anderson served as Chief Investment Officer for the State of Texas where she was responsible for the management of $35 billion of combined operating, endowment and trust funds. After her public service, she joined the national financial and investment advisory firm, The PFM Group, where she continued to develop her knowledge of public fund investment.

Throughout her career, Ms. Anderson has been involved in professional organizations for public sector officials. She has been a member of the Government Finance Officers Association (Texas and national), held officer positions in the Government Treasurers’ Organization of Texas (also chaired their Legislative Committee), and the Texas Association of School Business Officials.

Ms. Anderson earned a Bachelor of Science, Business Administration degree in Finance from St. Edward’s University. She is a Certified Cash Manager and a registered investment adviser representative. Ms. Anderson founded Anderson Financial Management, L.L.C. in 2008 and has partnered with Valley View since then to bring her expertise to the investment advisory team.


Shelley ArnoldERS and Comptroller’s OfficeFiscal Integrity Division, Financial Reporting SectionShelly Arnold is the current supervisor over the Financial Reporting Section in the Fiscal Management, Fiscal Integrity division of the Texas Comptroller of Public Accounts. Prior to becoming the supervisor in 2014, she was a team lead from August 2012 through June 2014 and financial reporting analyst from November 2002 through May 2004.

Shelly has also worked in the Fiscal Systems section of Fiscal Management as a USAS systems analyst from June 2004 through March 2008. She is a 1990 graduate of Abilene Christian University with a Bachelor’s degree in Business Administration, majoring in Accounting. She is a licensed Certified Public Accountant in the State of Texas. Shelly has experience in the private sector in tax and financial accounting. She has extensive experience in state government, having worked at multiple state agencies.

William T. BasingerAssociation of Records Managers and Administrators (ARMA)William graduated in 1998 with a BA from St. Edward’s University in Austin, TX. He spent 7 years in Contracts Administration for a telecommunications company before joining the Records Management ranks in 2007 where he managed an in-house Records Center at AT&T Wi-Fi Services. William is currently an AVP at BBVA Compass, where he transitioned in 2010, managing vendor consolidation, retention schedule creation, training development and most currently implementing an electronic information management solution to organize and manage the unstructured data across the company’s footprint.

William has been an active member of ARMA. He has served on the Austin ARMA Board as Newsletter Editor, WebMaster Co Chair, Vice President, President and is currently the Chapter Immediate Past President. He achieved his Certified Records Manager certification in Mar of 2016 and received his certificate in Understanding the Generally Accepted Record Keeping Principles (the Principles



Clen BurtonCollege of the MainlandClen Burton is the father of Clay and Shelby, boy and girl twins. He is married to the former Michelle Barkate and is a native of Baton Rouge, Louisiana.

Clen currently serves as the Vice-President for Fiscal Affairs at the College of the Mainland and as an adjunct accounting instructor. From 2004 to 2012, he served as the Vice-Chancellor of Finance and Administration for River Parishes Community College. Prior to his employment in higher education, he worked in healthcare, public accounting, and the construction industry.

Clen has a doctorate in human resource education, a master’s degree in accounting and a bachelor’s degree in speech communication from Louisiana State University. Later in life, he earned an associate’s degree in computer information systems from Bossier Parish Community College. He is a Certified Public Accountant, has passed the Certified Internal Auditor and the Certified Information Systems Auditor Exams, and is a Certified Microsoft Office Instructor.

In addition to being a member of the Dickinson Rotary Club, Clen has an unhealthy passion for LSU football and officiated high school football for seven seasons. He also enjoys the outdoors and spending time with his children.

Mark ChiTRSMark Chi began working at the Teacher Retirement System of Texas (TRS) in July 2008 as a Benefit Counselor, after many years working as a financial advisor. In February 2012 he transferred to Benefit Accounting as a TRAQS consultant and is currently the supervisor in the department.

Mark has extensive experience in developing and conducting workshops and seminars for TRS reporting officials. He represents TRS at annual conventions held throughout the state. Mark believes in the principles of hard work, honesty, loyalty, and dedication to our members of TRS.



Virginia ChisumForecast5 Analytics, Inc.Virginia Chisum is Vice President for Business Affairs at Odessa College. As chief financial officer, she oversees Financial Reporting and Budgeting, Debt Management, Business Support Services, Student Accounts, Human Resources, Construction and Physical Plant Operations. Virginia also serves as Treasurer of the Odessa College Foundation.

She is a CPA and holds bachelor and master degrees from Texas Tech University. She was honored by the CCBO in 2000 as Outstanding International Chief Business Officer. She served as TACCBO’s treasurer in 2002 & 2003 and as TACCBO president in 2004.

Tammy CortesLone Star CollegeTammy Cortes currently serves as the Associate Vice Chancellor for Budget and Treasury at Lone Star College with oversight of the system’s $374M Operating Budget, financial analysis, property tax, debt and treasury operations. She has been with Lone Star College since 2001 and has held several management positions within the finance area. She also led the implementation of the General Ledger module in PeopleSoft Finance. Ms. Cortes was a member of the General Ledger advisory group for the Higher Education User Group from 2012 – 2018. HEUG is a Non-Profit organization comprising of institutions of Higher Education that use application software from the Oracle Corporation (PeopleSoft).

Prior to joining Lone Star College, Ms. Cortes worked in the accounting department at the Harris County Department of Education. Ms. Cortes has over 25 years of accounting and finance experience with the last 22+ years’ experience in the governmental setting.

Tammy earned her Bachelor of Business Administration in Accounting from Prairie View A&M University. When she is not involved in projects with LSC or taking classes toward earning her MBA through Sam Houston State University, she enjoys cooking, reading and spending time with her family.



Bill DickersonSan Jacinto CollegeBill started his career by serving in the US Marine Corp, after which he attended and graduated from Indiana University with a BA in Accounting. His 33 years of accounting and finance experience has been primarily in higher education and Bill is currently the Director of Accounting and Financial Services at San Jacinto College, a position he has held since 1997. He initially was hired on with the college in 1990 as a Special Projects Accountant and now his responsibilities include overseeing all aspects related to the College business offices; overseeing the Bond, Cash Management, and Investment revenues and expenditures, in addition to payroll operations and also serves as the Banner Finance team leader.

Richard EhlertTexas Facilities CommissionRichard D. Ehlert, Procurement Director at the Texas Facilities Commission, over sees awards in the amounts of $350M – $1B in appropriated funds each biennium. Prior to beginning work at the State of Texas in 2001, Richard worked for Eaton Semiconductor for 14 years as a Senior Purchaser and Global Sourcing Specialist, and at Cypress Semiconductor as Site Procurement Director at the Round Rock Fab for 3.5 years. Richard has also taught required training and certification classes for the Comptroller of Public Accounts Statewide Procurement Division, including the required Advanced Public Purchasing class for State of Texas Purchaser certification, and numerous other classes for Purchasers and Vendors regarding the RFP process and how to be successful in winning publicly solicited contracts.

Laura FowlerThe Fowler Law Firm, P.C.Laura Fowler is the proud recipient of the designation Best Education Lawyers in the United States. She serves as Managing Shareholder of The Fowler Law Firm PC, a twenty two (22) attorney firm which is a State of Texas certified historically underutilized business (HUB). A Baylor Law School Grad Class of 1979, Laura began her career as a Naval Officer (Judge Advocate General’s Corp) chasing scoundrels and saboteurs across East Asia and the Western Pacific. She returned to Texas in 1983 where she has confined herself to avenging and defending the rights of many wonderful people and institutions in the state and federal courts of Texas. Most of her trials have involved the defense of educational institutions. Her greatest calling, however, is to help her clients design ways to never see the inside of a courtroom.



Jacob FraireTexas Association of Community Colleges (TACC)Jacob Fraire serves as President and Chief Executive Officer of the Texas Association of Community Colleges (TACC). Appointed as TACC’s chief executive in January 2016, he leads TACC’s core mission and strategies for creating a public policy ecosystem and associated state funding to advance the state’s 50 independently-governed public community colleges. Mr. Fraire serves as the association’s chief executive and chief advocate. He serves in partnership with the Texas Success Center to ensure that TACC’s policy advocacy mission is aligned with institutional practice, innovation, and research.

Before joining TACC, Mr. Fraire served as vice president of philanthropy at Trellis Company.

Mr. Fraire has served on multiple state and national advisory committees, including the Board of the Institute for Higher Education Policy (IHEP), a national policy research organization. From 1987 to 1998, Mr. Fraire served as an education advocate and lobbyist in Washington, DC, representing institutions and non-profit organizations in secondary and higher education.

The son of migrant farm workers, Jacob grew up in El Paso, Texas. In May 2013, he was awarded an honorary associates degree of applied arts from El Paso Community College. He also holds a bachelor of science from St. Edward’s University and a Master of Public Affairs from UT Austin. He and his wife, Virginia Fraire, together have five children.

Elisa GilbertsonWeaverElisa Gilbertson, CPA and manager in Weaver’s Analytics Services has more than ten years of experience providing analytic and auditing services to companies in a variety of industries, including: higher education, non-profit, and state/local government. She focuses on providing clients with risk-tailored data analysis, specifically in the areas of management override (manual journal entries), accounts payable, and payroll. Elisa utilizes her prior experiences as an auditor and school district administrator to offer practical insight throughout the analytics process. She earned a Master of Professional Accountancy degree and a Bachelor of Business Administration degree in accounting and finance from University of Wisconsin-Whitewater. She is a Certified Public Accountant in the states of Texas, Michigan, and Wisconsin, and is AICPA-certified in Advanced Single Audits.



Mirna GonzalezTACCMirna Gonzalez is Director of Policy Analysis at TACC. In this role, she is responsible for connecting research and data analysis to policy in order to advance and promote TACC’s state funding and public policy priorities for Texas’ 50 public community colleges.

Prior to joining TACC in February 2018, Ms. Gonzalez spent 12 years within the UT System Administration and its component institutions, focusing on budget and public policy, and 8 years with the Legislative Budget Board, focusing on higher education appropriations.

Ms. Gonzalez holds a bachelor’s degree from UT Austin and an MBA from UT San Antonio.

Daniel GravesWeaverDan has more than 12 years of experience in public accounting, including 10 years of internal control process and IT risk management. His practice areas of emphasis include internal audit, risk assessment, internal control consulting, business management and process improvement, IT audit, technology consulting and fraud prevention.

Throughout his time in public accounting he has worked with several institutions of higher education and state agencies throughout the state, including Austin Community College, Del Mar College, Abilene Christian University, Lee College, Cancer Prevention and Research Institute of Texas, Texas Council for Developmental Disabilities, and Department of Information Resources, along with various other clients statewide. Dan is a certified public accountant, and he holds memberships with the Institute of Internal Auditors, the Texas Society of Certified Public Accountants (TSCPA), and American Institute of Certified Public Accountants (AICPA). He earned a Bachelor of Business Administration from Hardin-Simmons University.



Clarence GrierRBC Capital MarketsMr. Grier joined RBC Capital Markets in 1997. Mr. Grier has served as the investment banker or financial advisor to virtually every type of tax-exempt issuer, including: Arlington ISD, Austin ISD, A.W. Brown Academy Charter School, Carroll ISD, Dallas ISD, Faith Family Charter School, Fort Worth ISD, Golden Rule Charter School, Harris County, City of Houston, Houston Community College System, Irving ISD, Katy ISD, Little Elm ISD, Lone Star College System, Nova Academy Charter School, Pasadena ISD, Port of Houston, Port Arthur ISD, Rockwall ISD, San Jacinto Community College District, Texarkana ISD, Texas Public Finance Authority, Tyler ISD, Waco ISD, and Winfree Academy Charter School.

Mr. Grier has helped issue over $2.5 billion of tax-exempt and taxable financings and has extensive experience with refundings, cash flow analyses and optimization of reinvestment opportunities. In addition, he has helped organize research and credit analysis on various transactions for school districts, municipal clients and not-for-profit organizations that have resulted in rating upgrades.Mr. Grier earned a BS, Magna Cum Laude, in Finance/Accounting and an MBA with a concentration in Finance from Florida A & M University - School of Business and Industry (SBI) and is a National Association of Securities Dealers registered securities representative, currently holding Series 7, Series 63 and Series 79 licenses.



Robert HallAustin Community CollegeRobert Hall is currently the Manager of Purchasing for the Austin Community College District (ACC) in Austin, Texas. He is responsible for ensuring the integrity of the procurement process through the coordination and monitoring of the purchasing and contracts management activities for ACC, including overseeing the purchase requisitions and purchase orders processing, and ensuring compliance with applicable laws, regulations, and policies. Robert also provides leadership, training, and supervision for purchasing staff and other ACC staff; assists the Procurement and Materials Management Director in planning and providing purchasing-related reports, and preparing purchasing agenda items for approval by the ACC Board of Trustees.

Robert retired from the Texas Health and Human Services Commission (HHSC) on August 31, 2017 after twenty-eight years of dedicated service. During his tenure with HHSC, Robert served as State of Texas Director of Procurement and Contract Services’ for Complex Procurements, Goods and Client Purchases Operations, Contract Administration and Oversight and the Historically Underutilized Business (HUB) Program Coordinator for all Health and Human Services Agencies.

Michael D. HarmelinkGartnerMichael Harmelink is a Senior Executive Partner in Gartner’s Executive Programs (EXP) based in Portland, OR. In this role he helps CIOs and other senior leaders utilize Gartner tools, services, and research to deliver exceptional business results and develop themselves as highly successful business leaders. He leads the center of excellence for higher education for Gartner Executive Programs and directly supports universities and community colleges across the west coast in addition to other industry verticals. He is a digital business transformation leader with a solid history of designing and implementing creative business processes and technology innovations for enhancing operational efficiency, accelerating revenue growth, and maximizing profitability of businesses across diverse industries.

Prior to joining Gartner in 2015, Mr. Harmelink was the CIO at the University of Kansas Medical Center. Over his career he has led teams in finance, HR, marketing, IT, supply chain, and operations in organizations such as Applebee’s, IHOP, Coca-Cola, Payless ShoeSource, as well as several technology companies. His career has spanned industry verticals such as higher education, healthcare, restaurant, retail, high tech, consumer products, and manufacturing. He has an MBA and undergraduate degrees in mathematics and economics, all from the University of Kansas.



Matt HobsonEnergy Edge Consulting, LLCMatt Hobson has over fifteen years of experience in various aspects of the electricity and natural gas industries. He jointly leads the Energy Edge team in all areas from strategic direction to delivering energy management consulting services to the firm’s clients. His areas of expertise include engagement in wholesale energy markets, negotiating retail and wholesale power purchase agreements, and developing long term energy management strategies for clients. Prior to Energy Edge Consulting, he worked in Reliant Energy’s large commercial, industrial, and institutional marketing group, where he was a member of Reliant’s Complex Commodity Sales Team developing and marketing customized energy products to some of the largest industrial clients in Texas. Matt also has extensive experience in demand side management, having developed and implemented Reliant Energy’s participation in a key ERCOT demand response program, ERS.

Carin HutchinsHouston Community CollegeCarin Hutchins is currently the Interim Senior Vice Chancellor for Finance & Administration at Houston Community College. She joined the college in April 2017, serving as the Associate Vice Chancellor of Finance & Accounting. Prior to that, Carin held various positions in Finance & Administration, including Associate CFO, during her 13 years with Lone Star College. Ms. Hutchins brings a wealth of experience in higher education and governmental accounting and finance.

Dave JacobsTechKnowledgeMr. Dave Jacobs is President of TechKnowledge. Mr. Jacobs is a “hands-on” manager with more than 30 years of technology experience, including contact centers, Audio/Visual, and security technologies. He holds a BBA from Southern Methodist University and has been in the technology consulting business for the past 28 years. In the course of his career, he has served as Project Principal for numerous education engagements totaling more than 125 buildings, including The Lone Star College 2008 and 2014 Bond Program, as well as similar multiple building Bond Programs for San Jacinto. He has also led project teams with very innovative security deployments, such as Air Liquide and FMC Technologies 11 Building campus. Prior to joining TechKnowledge, his career included management assignments at IBM, Rolm, and AT&T.



Andy KimAustin Community CollegeSince 2009 Andy Kim has been the Director of Energy & Sustainability at ACC, with responsibility for a wide range of District’s sustainability efforts, including waste reduction and recycling, sustainable transportation, renewable energy generation and managing District’s carbon footprint, as well as working on the green building projects. During those years, Andy helped ACC to achieve 4 new LEED campuses with Silver and Gold ratings and over 1MW renewable energy portfolio.

Andy has a master’s degree in Architectural Planning & Environment; he is a registered architect, certified energy manager and LEED accredited professional.Before Andy joined ACC, Andy has had a varied architectural career covering a range of sectors, including one of the first LEED Platinum buildings, Ronald McDonald House of Central Texas in Mueller Development in Austin Texas.Andy serves on the Keep Austin Beautiful Board of Directors.

Mark KingGSAMark King is GSA’s Customer Service Director for Central and East Texas, located in Austin.

After receiving his Bachelor of Science in Finance from Virginia Tech in 2002, Mark joined GSA as a Financial Management intern, spending 2 years rotating through various budget offices throughout the agency’s central office. Mark later entered the procurement arena by becoming a Contract Specialist at the Greater Southwest Acquisition Center in Fort Worth, TX, where he managed over 100 GSA contracts.

In 2009, Mark King was promoted to his current position where he is responsible for servicing all federal, state, and local governments located in and around the greater Houston and Austin areas; a sales territory of over $2 Billion. Mark also serves as the subject matter expert for his regional organization on issues related to state and local governments’ use of GSA contracts. On his free time, Mark enjoys volunteering for The First Tee and indulging his passion for sports and exercise.



Ann Kokx-TempletSan Jacinto CollegeAnn Kokx-Templet is the Director of Contracts and Purchasing Services for San Jacinto College. Her experience includes over twenty years in the field of procurement in both the private and public sectors with a primary focus in higher education.

Ann has been in her position with the College for ten years and oversees the procurement and contracting divisions. She directs a team of nine with average expenditures in excess of $200 million annually. Her progressive procurement experience includes private sector, municipal, and procurement positions in community colleges, as well as in the insurance industry. Ann earned her Bachelor of Arts from the University of Michigan and holds both a CPPB and CPPO designation.

Wayne MainesAustin Community CollegeDr. Wayne M. Maines is the Vice President of Safety and Operations at Austin Community College District (ACC). He joined ACC in 2018 and leads the administration of college-wide safety operations. Dr. Maines serves as a member of the President’s Cabinet and provides support for a variety of critical college functions.

Dr. Maines has a thorough understanding of the operations of a large college environment and brings a wealth of relevant experience from his work in the private sector. He holds an associate degree from Fulton-Montgomery Community College, a bachelor’s degree from Cornell University, and earned both his master’s and doctorate from West Virginia University.

Dr. Maines is a recognized national speaker, instructor and workshop leader. He has taught courses in Emergency Management, Safety Management, Civil Rights and Leadership for more than 20 years. His career has focused on motivating people to be safe and to support change in corporate America and higher education. His goal continues to be improved quality-of-life for everyone by developing and implementing management systems that have a positive impact for people and the organizations they serve.

Dr. Maines has served as a contributing writer for the Vera Institute of Justice, Police Connecting with Communities of Color guidebook, Center on Immigration and Justice International Program at the Vera Institute of Justice in New York City, Time Magazine, The London Times, and the BBC.



David MendezBickerstaff, Heath, Delgado, AcostaDavid Méndez is an attorney with significant experience advising education institutions, particularly on public finance, ad valorem taxes, governance issues, redistricting, and election law. He has served as bond counsel to Austin Community College District and as outside legal advisor to Alamo Colleges, Dallas County Community College District, Del Mar College, Tarrant County Community College, Blinn Junior College and others. He regularly presents legal topics at the Texas Association of Community College Attorneys, Texas Association of School Boards, Texas Association of Counties, and for other governmental law programs. Mr. Méndez is Board Certified in Administrative Law by the Texas Board of Legal Specialization. He has practiced law for 37 years in Texas and has been a member of Bickerstaff Heath Delgado Acosta LLP since 1986. He received his law degree from the University of Texas School of Law and his Bachelor of Business Administration from St. Mary’s University.

John McElroyTouchNetA graduate of the University of Missouri, Columbia, John has worked in the electronic payments industry for more then 25 years, the last 16 with TouchNet. John has held several positions while at TouchNet, including Product Manager, Business Development, Sales, to his current position as Senior Manager of Product Strategy. John continues his quest for industry knowledge by regularly attending industry conferences, including: NACUBO, AFP, NACHA Payments, ETA (Electronic Transaction Association), the Treasury Institute Symposium and PCI workshop, PDG’s Bursar, Student Loans and PCard Conferences. John has attended and presented at hundreds of conferences and seminars over the past 15+ years.

Van MillerTemple CollegeVan Miller has worked the last 30 years in Texas community colleges. From 1987 through 2008 he filled multiple roles at Texarkana College, serving as instructor, SACS Liaison, Director of Institutional Research, and Director of Admissions/Registrar. Dr. Miller became Vice President Administrative Services/CFO at Blinn College in 2008 and six years ago, moved to his current position with the same title at Temple College. Dr. Miller holds two degrees from Baylor University (B.B.A. and Ed.D.) and one from the University of Texas at Austin (M.B.A.).



Jennifer Mott, CFALone Star CollegeJennifer Mott is the Chief Financial Officer of the Lone Star College System, overseeing financial operations & facilities. The CFO provides strategic financial leadership and is responsible for managing the functional areas of Budget and Treasury, Facilities and Construction, Financial Aid, Financial Reporting and Operations, and Supply Management.

Previously, Jennifer served as Deputy Director of Finance for the City of Houston. Under the leadership of Mayors Bill White, Annise Parker and Sylvester Turner, Jennifer served in several high level management roles. She has expertise in public finance, financial planning, budgeting, and treasury and capital management. Mott played an instrumental role in negotiations with the City’s three pension systems. She managed a $13 billion debt portfolio, $2 billion of liquidity products and increased revenue by $90 million. She also worked with stakeholders to reprioritize the city’s multibillion-dollar capital improvement projects.

Mott is passionate about financial management and has a proven track record of delivering strong leadership in public service. She’s committed to the mission of operating the college system in a fiscally conservative manner, based on data, efficiencies and accountability.

In 2007, Mott received her M.A. in Economics from Boston University. In 2005, she graduated summa cum laude with a B.A. in Economics from State University of New York College at Oswego. She became a certified Chartered Financial Analyst through the CFA Institute in 2013. The Houston Food Bank, Habitat for Humanity and the Gulf Coast Regional Blood Center are places where you can find Mott volunteering. She has two young daughters, Grace and Elsa. She’s originally from central New York but has made Houston her home since 2007. She enjoys traveling and hiking. Some of her favorite trips include the Inca Trail in Peru and The King’s Trail in northern Sweden.

Andrew OvermyerLBBAndrew Overmyer has been an analyst at the Legislative Budget Board since January of 2016. Prior to joining the higher education team, he was the primary analyst for the Texas Lottery Commission, Public Utility Commission, and Texas Department of Housing and Community Affairs. He is a graduate of the Evans School of Public Policy and Governance at the University of Washington.



Reema ParappillyWeaverReema Parappilly, CISA and partner in Weaver’s IT Advisory Services has more than a decade of experience providing IT advisory services to companies in the oil and gas, technology and financial industries, as well as the public sector. Her primary focus includes IT audits, Sarbanes-Oxley Compliance, Service Organization Control (SOC) reporting, and data analytics. She has experience performing IT risk assessments and executing IT internal audits, including database administration, web administration and data privacy. Through all of her engagements, Reema works to help clients balance compliance with organizational resource restrictions, and to educate process owners so they can make better internal control decisions. She earned a Master of Science degree in informational systems technology and a Bachelor of Business Administration degree in finance and information systems from George Washington University.

Machelle PharrERS and Comptroller’s OfficeMachelle Pharr is the Chief Financial Officer for the Employees Retirement System of Texas (ERS). Machelle joined ERS in June 2014 as the Assistant Director of Finance for Budgeting and General Accounting with 30 years of state service. In her current role, she leads a team of professionals dedicated to providing high quality, effective and efficient financial services in support of ERS’ mission and goals. The Finance Division works closely with other divisions and external agencies to develop and operate an effective system of financial controls, accounting and budgeting.

Before joining ERS, Machelle served as Chief Financial Officer for the Texas Natural Resource Conservation Commission (now the Texas Commission on Environmental Quality), the Texas Department of Health, and the Texas Department of State Health Services. Immediately prior to joining ERS, Machelle served as Deputy Assistant Director of Homeland Security for the Texas Department of Public Safety, working with the Councils of Governments and Urban Areas Security Initiative Cities to improve the state’s preparedness and ability to prevent and respond to terrorist attacks.

Machelle received a Bachelor of Business Administration in Accounting from the University of Texas at Austin, and is a licensed Certified Public Accountant and Certified Government Financial Manager.



Thomas M. RidoutForecast5 Analytics, Inc.Thomas M. Ridout joined Forecast5 Analytics as a Senior Analytics Advisor in 2017. He is a retired Executive Director of Finance for Northeast Iowa Community College (NICC), Calmar Iowa. He was employed with NICC for 41 years as Accountant, Business Manager and Executive Director of Finance.

Prior to NICC employed with Dee Gosling and Co. CPA’s in Waukon, Iowa. He implemented 3 major financial administrative systems during his career with 2 of them a consortium with multi-community colleges. He served as State of Iowa Community College Business Officers association president.

Graduate of Northeast Iowa Community College with Accounting degree. Attended Midland High School, Wyoming Iowa.

Wife Mary Pat retired from Mark’s Jewelry owner after 40 years. Son Brad and a daughter Allison both married with two kids each, Kobe 8, Merek, 7, Kylie 5 and Crambree 3.

Special recognitions and community involvement, Community College Business Officer (CCBO) of the year 1997: Northeast Iowa Community College Alumni Hall of Fame. Friend of Education Award - South Winneshiek School Education Association. Served as South Winneshiek Dollars for Scholars chapter President for 13 years. Served 9 years as parish council chairperson for St Aloysius Catholic church in Calmar Iowa. Lions Club member for 15 years. Jaycee of the year in 1973 Waukon Iowa Chapter.



Jorge RodriguezFTN Financial Capital MarketsMr. Jorge Rodriguez acts as a Senior Vice President of FTN Financial and serves as the Head of Texas Public Finance. With over 30 years’ Public Finance experience, Mr. Rodriguez has acted as Investment Banker or Financial Advisor on in excess of some $40 Billion in new issuances. Mr. Rodriguez has extensive expertise in the structure and marketing of all types of municipal credits.

Mr. Rodriguez began his association with Texas Public Community Colleges in 1984 as the Legislative Budget Board Examiner for Texas Community College Districts. Since that time, Mr. Rodriguez has represented as financial advisor multiple community college districts throughout the State including the Austin, Alamo, Houston, El Paso, Laredo, Northeast Texas, Howard and Galveston County Community College Districts. He has structured financings ranging from combined fee revenue bonds to general obligation bonds, tax notes and, most recently, public facility corporation lease revenue bonds for various Texas Community College Districts.

Mr. Rodriguez holds a Bachelor of Arts from St. Mary’s University in San Antonio, Texas and a Masters of Public Affairs from the Lyndon B. Johnson School of Public Affairs at The University of Texas at Austin, as well as FINRA Series 7, 50, 53, and 63 securities registrations. Mr. Rodriguez serves as Chairman of the Texas Municipal Advisory Council.

Bob ScottCity of Carrollton, TexasBob Scott is Chief Financial Officer/Assistant City Manager for the City of Carrollton, Texas where his responsibilities include all aspects of the City’s financial operations, Information Technology and Municipal Court. Mr. Scott, a CPA, began his career in public accounting, ultimately serving as an audit manager with responsibility for a large number of governmental clients. He has extensive experience in accounting and financial reporting issues having served on various GASB review committees and taskforces including the pension taskforce. He has been active in GFOA for many years serving both as Chairman of the CAAFR Committee and on the GFOA Executive Board. Also an active member of the AICPA, he currently serves as a member of the State and Local Government Expert Panel and has authored the AICPA course: GASB 68 Accounting and Auditing Seminar. In 2008 the AICPA named him the outstanding CPA in local government. He has twice received GFOA of Texas Outstanding Finance Officer Award.



Chris SimpsonComdataChris is the Director of Strategic Sales/Business Development. He has been involved in the world of Commercial Payments for 7 years, having spent time with Commerce Bank and BBVA Compass Bank until recently moving to Comdata Corporate Payments. In that time, Chris has guided hundreds of institutions/companies with the transition to electronic payments enabling them to find not only gains in efficiency but substantial financial gains as well.

Brandon TanousWeaverBrandon has 10 years of experience in internal audit, including work for public-sector agencies and nonprofit health care organizations, and experience managing complex engagements. He has focused on internal audit, fraud detection, internal control evaluation, risk management, business process improvement, grant and contract monitoring, and business management consulting. He also has experience conducting quality assessment reviews for organizations such as the Texas Department of Agriculture and Texas Guaranteed Student Loan Corporation.

Brandon has presented sessions at conferences by such organizations as the Institute of Internal Auditors (IIA), the International Law Enforcement Auditor’s Association and the Texas State Auditor’s Office Conference. He is a member of the IIA North America – Learning Solutions Committee and is the current Vice President of Seminars for the IIA Houston Chapter. He also co-authored a case study published in the Bribery and Corruption Casebook published by the Association of Certified Fraud Examiners (2012). Brandon is a Certified Internal Auditor, a Certified Fraud Examiner, a Certified Government Auditing Professional and holds Certification in Risk Management Assurance. He earned both bachelor’s and master’s degrees in public administration from Texas State University and is a graduate of the Texas Internal Audit Leadership Development Program.



Thank You TACCBO Business Partners!

THANK YOU!

Without your support, TACCBO 2018 would not have been possible.

DEAR BUSINESS PARTNERS:


TOTE BAG SPONSORSHIP

BADGE SPONSORSHIP

WI-FI SPONSORSHIP



BUS SERVICE SPONSORSHIPS

WATER BOTTLE SPONSORSHIP



Very Important Business Partners

Barnes & Noble College, a Barnes & Noble Education company (NYSE:BNED), is a leading operator of physical and virtual bookstores serving Higher Ed and K- 12 institutions across the United States.

Barnes & Noble College currently operates 769 campus bookstores and the school-branded e-commerce sites for each store, serving more than 6 million college students and faculty nationwide. With the acquisition of MBS, Barnes & Noble College is now the largest textbook wholesaler in the country.

As a strategic partner, Barnes & Noble College is committed to offering a complete support system and an unmatched retail and digital learning experience to foster student success in higher education. Through its proprietary research communities, Barnes & Noble College is a leading voice in understanding and shaping today’s college student experience.

TACCBO Conference Attendees:Marc EckhartMax Garrett - MBS


Spend Net

TACCBO Conference Attendees:Joseph Toedt and Mike Hostetler


Spend Net

Spend NetSpend NetSpend Net

Spend Net


COLUMBIA ADISORY GROUP www.ColumbiaAdvisory.com

17950 Preston Road, Suite 380 Dallas, Texas 75252

Columbia Advisory Group is the premier IT consulting and services organization serving higher education.

With services ranging from assessments, consulting, project work, CIO services, staffing, shared services and our unique collaborative managed services program, we will optimize your business and academic IT performance.

CAG also provides exceptional Audio-Visual Solutions!

ColumbiaAVS™ designs, builds and manages technology for enterprise collaboration using video, voice and AV technologies so that our customers can communicate smarter and faster!

With a growing emphasis on audit and compliance, our Information Security practice delivers NIST 800-53 and NIST 800-171 framework based assessments, producing comprehensive Security Programs and Security Plans that help you meet TAC 202 and Gramm Leach Bliley Title IV requirements.

If you need IT support, we will optimize your functional business and academic performance by:

• optimizing an organization’s IT performance and quality

• operating within budget

• reducing execution risk

• audit and compliance

Come see us at our booth! We’ll have some great resources for you to take with you!

TACCBO Conference Attendees: Lindsay Boykin, David Fatheree and David Hoyle



COMDATA CORPORATE PAYMENTS

Since our founding in 1969, Comdata has been completely dedicated to payment innovation. Because we develop technology, issue credit cards, process transactions and own a proprietary payment network, we are able to deliver better payment solutions than our competitors.

From the time we sign a contract, and throughout the life of our relationship, you will have a dedicated team working with you to ensure you get the maximum value out of your payment program.

Unlike most of our competitors, we don’t sell products—we help clients build world-class payment programs without relying on third-party partners.

Because we are not a bank, you maintain the flexibility to keep or change your treasury relationships without disrupting your payments program.

TACCBO Conference Attendees:Christopher Simpson, Barbara Baldwin, Femont Hodson and Steve Manning




At Ellucian, we know that innovation and insight walk hand in hand. So every day, we work with you, the higher education community, to develop tailor-made solutions that help you serve your students better. Together, we can build on what we know and thrive on what we learn.

Discover how our shared passion is shaping campus technology for the next generation.

Visit www.ellucian.com

#poweredbypassion | @ellucianinc

TACCBO Conference Attendees:Brad Parmer, Brandy WhisenantRobin Stubbs and David Stinnett


FOLLETT IS THE LARGEST PROVIDER OF CAMPUS STORE MANAGEMENT SERVICES IN THE COUNTRY.

With more than 1,200 locations across the United States and Canada, over 400 of these serve Community College campuses.

Providing digital and print course materials content, spirit and fan gear, technology merchandise and services, and nationally branded coffee shop cafes that support the mission and respect the unique culture of each of our partner campuses.

TACCBO Conference Attendees:Alan Stratman and Bill Boney



www.freese.com

I n n o v a t i v e A p p r o a c h e s

P r a c t i c a l R e s u l t s

O u t s t a n d i n g S e r v i c e

Engineering Architecture Environmental Science Planning Construction Services


TACCBO Conference Attendees: Alfred Vidaurri, FAIA, Kirk Millican, AIA, RID Greg Ritenour, RA, Shad Comeaux, AICP www.freese.com


Great Western Dining Service, Inc.P.O. Box 699 ∙ Tipton, MO 65081

www.gwdining.net

Bringing our style to dining menus and catering, Great Western Dining Service, Inc. offers personalized services that focus on the food, the preparation, the presentation and the service, leaving pretentiousness out in the street. Cooking on campus is about using our culinary arts to skillfully 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 are so privileged to serve.

Founded in 1990, Great Western Dining Service, Inc. provides professional dining services for schools, colleges & universities; camps & conference centers; and business & industry within seven states. From our beginning, 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 referrals. We think that’s the very best way!

TACCBO Conference Attendees:Billie Jennings, John Nilges, Rick Vandiver and Harold Jensen



Is your college accepting payments the way yourstudents want to pay?

STREAMLINING CAMPUS TRANSACTIONSCollege Green is Herring Bank’s family of software solutions forstudent payments, refund disbursements and eCommerce.These solutions are designed to make transactions on collegecampuses easy, secure and swift. Our innovative technologystreamlines multiple processes to generate revenue forcolleges, increase efficiencies for staff and easily accommodatethe needs of students and parents.

Dave Riggs, EVP for Business Development

Contact Us!

(806) 242-3740 | [email protected] Civic Circle, Amarillo, TX 79109

www.HerringBank.com

Is your college accepting payments the way yourstudents want to pay?


Dave Riggs, EVP for Business Development

Contact Us!


www.HerringBank.com

Very Important Business PartnersIs your college accepting payments the way yourstudents want to pay?


Dave Riggs, EVP for Business DevelopmentContact Us!


www.HerringBank.com

TACCBO Conference Attendees:Dave Riggs, Jeremy Kellin, Ken Adams and Blak Bachman


TACCBO Conference Attendees:Ryan Henry, Jake Neubauer, Andrew Barkoff and Gary Siddons



For nearly three decades, Immediate Credit Recovery has dedicated its efforts to the rapid and ethical recovery of outstanding debts. Our staff of professional recovery specialists is trained to foster an atmosphere in which debts are recovered quickly, securely, efficiently, and in a manner that fully considers the specific needs and individual circumstances of both our clients and consumers.

Founded in 1990 to serve the debt resolution needs of institutions of higher education across the nation, ICR has developed the specialized leadership, technology and experience necessary to provide an optimum custom turnkey program.

Following is a brief overview of the factors that have contributed to our success and the high level of performance our clients enjoy:

Over 28 Years of Educational Collections Experience• Certified minority-owned business• Serving private and public institutions• Tuition receivables, Federal Perkins, Health Professional and Institutional loans• National licensing, bonding and registrations including VI, Guam and PR• Voice analytics• 100% call recording with active monitoring• Federal Information Security Management Act (FISMA) compliant• Service Organization Controls (SOC) compliant • Payment Card Industry Data Security Standard (PCI-DSS) compliant

ICR congratulates TACCBO on many years of successful mission and ICR appreciates the opportunity to exhibit.

Please visit Dana DelTreste and Don Lusk at our booth and allow us to introduce ourselves!

TACCBO Conference Attendees:Donald Lusk – [email protected] DelTreste – [email protected]



First impressions make a major impact on student recruitment. And students today are savvy about energy and conservation. In fact, 65% of first-year students choose a college based on the campus appearance and its perceived maintenance.

It’s also true that students who are comfortable and happy in their physical environments are better positioned to perform well, stay in school, and carry a positive outlook on their educational experience overall. Creating a quality learning and living environment for students is more critical than ever.

Johnson Controls provides the building systems, equipment and know-how to make it all happen. We help colleges and universities improve everything from comfort and security to sustainable design and technology.

Jim SwanSenior Account Executive – Higher EducationJohnson ControlsPerformance Infrastructure™– South Region972-978-3010 | [email protected]

TACCBO Conference Attendees:Jim Swan, Rhonda Swan, Rusty McLellan and Jennifer Edwards

HELPING STUDENTS ACHIEVE AND CAMPUSES THRIVE.



Your Partnerfor a Brighter Tomorrow

ABOUT US | 46+ years of providing cleaning and ancillary services for 250+ clients across three states

GREEN CLEANING | Programs incorporate sustainable practices, tools, equipment and chemicals

TRANSPARENCY | Driving results through targeted expectations and service accountability

SERVICE OPTIMIZATION | Our programs are engineered to meet your budget and exceed your service expectations

In today’s world, a healthy, clean and safe workplace is more important than ever; we work with clients to build scalable facilities programs to meet ever-changing business operations.

CORE SERVICES• Day and Evening Janitorial• Carpet/Floor Care• Special Event Support• Grounds Maintenance• Window Cleaning• Pressure Washing• Integrated Pest Control• General Building Maintenance

For more information, contact:Dave PrewittVice President, Sales and MarketingDirect Phone: 832.201.6027Main Office: 713.528.7775/800.524.0290E-mail: [email protected]

Visit us at www.mbminc.com

TIPS and PACE Cooperative vendorTACCBO Conference Attendees:Dave Prewitt, Daniel Guerra, Richard Rodriguez and Curtis McLemore
























Revolutionizing the Campus Store

Proving excellence is possible

PARTERNERSHIP INTEGRITY

• Privately owned• Over 40 years of

continual corporate success

• No long-term corporate debt

• Renew 95% of our contracts

• Immediate access to decision makers

• Superior employee longevity

• Lowest administrator-to-store ratio in the industry

INNOVATIVE PRODUCTS & SERVICES

• Course material concierge service

• Traditional & trending collegiate merchandise

• Expansive array of convenience options

• Electronics essentials• On-campus delivery• Pack & ship services • Campus community

supporter

AFFORDABLE COURSE MATERIALS

• 95% of books are rentable

• Dynamic pricing strategy • Highest used book ratio

in the industry• Price match program• Robust digital course

catalog• Inclusive Access• Support the use of

OER materials

800-527-1016 www.TexasBook.com 8501 Technology Circle, Greenville, TX 75402

800-527-1016www.TexasBook.com

8501 Technology CircleGreenville, TX 75402

TACCBO Conference Attendee: Stacy Dyer
















supporter






OER materials

















supporter






OER materials



THE COMPLETEAPPROACH TOCAMPUSCOMMERCE &CREDENTIALS

INTEGRATIONSECURITY

TRANSPARENCY

TACCBO Conference Attendees:Bill Alt, Mark Lighthall, Jim Crichton and Karin Sammons


INTEGRATIONSECURITY

TRANSPARENCY


INTEGRATIONSECURITY

TRANSPARENCY



Sustaining Business Partners

Bickerstaff Heath Delgado Acosta LLP3711 S. Mo-Pac Building One, Suite #300Austin, TX 78746www.bickerstaff.com

Established in 1980 in Austin, Texas by two division chiefs from the Office of the Attorney General of Texas, our firm began as Bickerstaff & Heath. Currently operating as Bickerstaff Heath Delgado Acosta LLP, we are one of the largest firms in Texas devoted extensively to the practice of local and state government law.

We have represented community colleges and junior colleges throughout the state. When faced with challenging and heated legal issues, higher education institutions look to our firm for legal guidance and advice.

We represent higher education institutions in numerous areas, including:•Litigation •Employment Issues •Boundary and Annexation Issues•Real Estate and Construction Projects •Public Finance •Governance

Blackboard/ Cashnet660 W. Dana Street, Mountainview, CA 94041

www.cashnet.com | www.blackboard.com

Blackboard helps institutions increase engagement through innovative campus-wide technologies that enhance your students’ experience. One component of Blackboard’s broad ecosystem is our dynamic payment platform, powered by Cashnet.

Cashnet helps you simplify electronic billing, accept payments all over campus, offer flexible tuition payment plans, and create online storefronts. Cashnet offers a secure and simplified payment experience for your students, payers, and administrators alike.

TACCBO Conference Attendees:Pat Kinlough and Pamela Wilkes

PAYMENTS

Powered by



Collections Unlimited of Texas, Inc.2000 S. Dairy Ashford Road, Suite 680Houston, TX 77077www.collectionsunlimitedtx.com/services/

Collections Unlimited of Texas has a quality team of specialists that can add value to your business or practice by helping you provide your students with guidance on financial responsibly through excellence, integrity and quality service. We don’t blow smoke, we collect money for our clients, no false promises: something we’ve been doing since 1987. Each member of our collection staff averages over 15 years of collection experience and all are certified in the following.

FDCPA (Fair Debt Collection Practices Act), TCPA (Telephone Collections Practice Act), FCRA (Fair Credit Reporting Act), HIPAA (Health Insurance Portability and Protection Act) and FERPA (Family Educational Rights and Privacy Act). Sending accounts to Collections Unlimited is as easy as 1,2,3- we locate your students, make the calls and send letters, report to the credit bureaus and collect the money for you. Remember all of this is done at no charge to you- we only get paid when you get paid. With superior customer service, timely reports and a staff always available for you, you have nothing to lose and everything to gain.

TACCBO Conference Attendees:Richard and Stacy Geades

Constellation Energy1310 Point Street, Baltimore, MD 21231

www.constellation.com

Constellation, an Exelon company, is a leading competitive energy company providing power, natural gas, renewable energy, and energy management products and services for homes and businesses across the continental United States. We provide integrated energy solutions — from electricity and natural gas procurement and renewable energy supply to energy efficiency and distributed energy solutions — that help customers strategically buy, manage and use their energy. Today, approximately 2.5 million residential, public sector and business customers, including two-thirds of Fortune 100 companies rely on our commitment to innovation, dependability, transparency and service. That is the kind of value you and your communities can expect from Constellation.

TACCBO Conference Attendees:Stephen Oggero and Paul Stringer


Forecast5 Analytics, Inc.2135 City Gate Lane, 7th FloorNaperville, IL 60563www.forecast5analytics.com

Forecast5 Analytics increases financial and organizational performance by empowering local government leaders with analytics. We develop state-of-the-art technology used for data discovery and decision support. Our collaborative staff of experts take high-level ownership of public sector challenges with a sense of urgency to create great outcomes for our clients and the communities they support.

Forecast5 Analytics is a partner of the Community College Business Officials association and is focused on helping community college leaders leverage best in breed analytic decision making tools.

TACCBO Conference Attendees:Matt Prozaki and Tom Ridout

Hilltop Securities TexSTAR/ LOGIC1201 Elm Street, Suite 3500

Dallas, TX 75270www.hilltopsecurities.com/

HilltopSecurities delivers the forthright advice and tailored solutions necessary for municipal issuers, institutions, broker-dealers and individuals to thrive. Created in January 2016 through the combination of FirstSouthwest and Southwest Securities, HilltopSecurities is a national leader in public finance. The firm’s other primary areas of focus include capital markets, structured finance, retail brokerage, clearing services, and securities lending.

HilltopSecurities also administers the TexSTAR & LOGIC government investment pools which provide conservative investment options for the cash management programs of Texas local governments. TexSTAR & LOGIC are rated AAAm by Standard and Poor’s and operate in full compliance with the Texas Public Funds Investment Act.

TACCBO Conference Attendees:George Williford and Mica Owens



J.P. Morgan Chase2200 Ross Avenue, Floor 8, Dallas, TX 75201Jpmorgan.com

With more than 150 years of experience in the industry, the J.P. Morgan Higher Education banking team has maintained an unwavering commitment to empower colleges and universities with the financial tools they need to meet their growing and changing needs. We are dedicated to helping clients run a more efficient institution to make it better and faster at the lowest cost.

TACCBO Conference Attendees:Eugene Schiller, Sarah Dunagin, Pat Powers and Allison Squire

Marcis & Associates, Inc.P.O. Box 11175, Spring, TX 77391

www.marcis.net/System.htm

Marcis & Associates, Inc. provides a year-round proactive facility maintenance program tailored specifically for you. Our systems provide for total budget, cleanliness for all levels of visibility areas, and allowance for traffic flow. We only utilize reliable, high quality products for peak efficiency. Based on the Marcis and Associates trait, our quality service program employs a team approach you will trust. Since a well kept facility attracts clients, patrons, and visitors year round, we promise a clean, pleasant work place. With constant attitude of betterment we assimilate latest advances in technology and environmental awareness into skills and management training. We truly offer maximum value for your building maintenance expenditures.

Expertise in each of the various industry aspects has served Marcis and Associates clients well. Today, exceeding client needs and understanding the complexities of the business environment is only the beginning of the Marcis advantage. Providing responsive management, quality assurance and a well-trained staff as well as a workable budget help administrators meet financial goals while putting the client first. Marcis and Associates ultimately makes a difference for each facility’s patrons. Discover a company environment of enthusiasm, spirit of dedication, and sincere desire to help you build and achieve your goals while creating a lasting relationship. Experience the Marcis and Associates trait.

TACCBO Conference Attendees:Emilie Haines and Melissa Strathman




Multi-Bank Securities, Inc.1000 Town Center, Suite 2300Southfield, MI 48075www.econnectdirect.com

Multi-Bank Securities, Inc. is a certified veteran-owned business and fixed-income securities broker-dealer headquartered in Southfield, Michigan.

Since 1988, we have specialized in the sales and trading of fixed-income securities, including U.S. Treasuries, agencies, mortgage-backed securities, corporate bonds, municipal bonds, certificates of deposit and commercial paper.

Our proprietary online platform, eConnectDirect®, is available for investors to access, navigate and manage their securities transactions.

TACCBO Conference Attendees:Luigi Mancini and Carol Mackoff

Nelnet Campus CommerceP.O. Box 82528

Lincoln, NE 68501www.campuscommerce.com

Nelnet Campus Commerce delivers payment technology for a smarter campus. Our secure payment solutions are PCI Level 1 validated and integrate with every major ERP.

From payment processing and refunds, to payment plans and online storefronts, Nelnet Campus Commerce helps process payments on campus.

TACCBO Conference Attendees:Lou Murray and Caryne Mesquita



PARS (Public Agency Retirement Services)4350 Von Karman Avenue, Suite 100Newport Beach, CA 92660www.pars.org

For over 30 years, PARS has been a national leader in the design and administration of tax deferred Separation Incentive Plans exclusively for public agencies. As a specialist in program design, analysis, administration, record-keeping, compliance, consulting, and marketing of tax qualified plans, PARS administers over 1,600 plans for over 850 clients and more than 420,000 public employees.

PARS is the Recommended Awarded Vendor of the Texas Association of Community College Purchasing Network Cooperative (TACC Coop) for the Separation Incentive Plan and FICA Alternative to Social Security Plan.

For more information, please contact:Dion Papafote, PARS| Senior Manager, TX(512) 415-6874 | [email protected] |[email protected]

TACCBO Conference Attendees:Dion Papafote and Marlow Morris

PFM Asset Management, LLCwww.pfm.com

At PFM, asset managers, financial advisors and consultants partner with clients to transform their world. Our clients have individual needs, and our tailored advice reflects this.

We have the flexibility to support the largest endeavors any client could contemplate with teams that maintain the camaraderie, the collaboration and the creativity that define working with PFM. We combine superior financial advice, disciplined management and ingenuity to build, power, move and educate.

TACCBO Conference Attendees:Barry Baughier and Ken Couch



Texas CLASS2435 N. Central ExpresswaySuite 1200Richardson, TX 75080www.texasclass.com

Established in 1996, Texas CLASS is a local government investment pool emphasizing safety, liquidity, convenience, and competitive yield. Texas CLASS is rated ‘AAAm’ by S&P Global Ratings and offers two funds: Texas CLASS and Texas CLASS Government.

The funds strive to provide Texas public entities a safe and competitive investment alternative, investing only in securities allowed by the Texas Public Funds Investment Act.

TACCBO Conference Attendees:Karen Proctor, Danny King and Tony Sekaly

Unit4 Business Software, Inc.3 Burlington Woods Drive, Suite 201

Burlington, MA 01803www.unit4.com

From admissions to applications to alumni and beyond, Unit4 software in Education takes care of the routine tasks, so Admissions and Advancement leaders can focus more on what really matters: recruiting great students and ensuring their success.

We help over 1000 colleges and universities globally save time and money so they can focus on accelerating growth, boosting student success, improving institutional effectiveness and delivering research excellence. Clients include Oxford and Cambridge Universities, HEC Paris, University of Waterloo, American University of Paris, Robert Morris University, Baylor College of Medicine, Hult International, and University of Dubai.

For more information, please visit the website at http://www.unit4.com, follow us on Twitter @Unit4global, or visit our LinkedIn page.

TACCBO Conference Attendee:Maureen Gaylord



Weaver24 Greenway Plaza, Suite 1800Houston, TX 77046www.weaver.com/location/houston

For more than 65 years, Weaver has provided assurance, tax and risk, IT and financial advisory services for public and private organizations, as well as government and nonprofit entities.

Weaver has 700+ employees throughout offices in Austin, Conroe, Dallas, Fort Worth, Houston, Los Angeles, Midland, New York and San Antonio. Weaver is ranked the largest independent accounting firm in the Southwest and a top 40 firm by Accounting Today and INSIDE Public Accounting.

TACCBO Conference Attendees:Daniel Graves and Brandon Tanous


Exhibitors

A. Bargas & Associates LLCP.O. Box 792056 | San Antonio, TX 77494www.abargasco.com/Almon “Chico” Bargas – TACCBO Conference Attendee

BankMobile115 Munson Street | New Haven, CT 06511www.bankmobile.com/John Bado – TACCBO Conference Attendee

CAS – Claims Administrative Services, Inc.PO Box 7500 | Tyler, TX 75701www.cas-services.com/CasWebBill Costanza – TACCBO Conference Attendee

Choice Partners6005 Westview Dr. | Houston, Texas 77055www.choicepartners.orgJeffrey A. Drury – TACCBO Conference Attendee

Corporate Travel Planners613 NW Loop 410 St. #400 | San Antonio, TX 78216www.ctp-travel.com/Melissa Guenther – TACCBO Conference Attendee

Entech Sales & Service1930 Lauder Road | Houston, TX 77039www.entechsales.com/Josh Cheramie – TACCBO Conference Attendee


Exhibitors

First Public – Lone Star Investment Pool12007 Research Blvd. | Austin, TX 78759Cole Hentschel – TACCBO Conference Attendee

Ion Wave Technologies, Inc.3653 South Ave. | Springfield, MO 65807www.ionwave.netAnn Beck – TACCBO Conference Attendee

JAGGAER3020 Carrington Mille Blvd. | Morrisville, NC 27560www.jaggaer.com/contact-usTravis Knapp– TACCBO Conference Attendee

LMC Corporation9194 Winkler Dr. Suite A | Houston, TX 77017www.lmc-corporation.com/John Lee – TACCBO Conference Attendee

Newline Interactive101 E. Park Blvd., Ste 807 | Plano, TX 75074www.newline-interactive.com/Sheri Murphy – TACCBO Conference Attendee

Parsons Commercial RoofingP.O. Box 21832 | Waco, TX 76702-1835www.parsonsroofing.comVicki Johnston – TACCBO Conference Attendee


Exhibitors

Piper Jaffray & Co.700 N. Mopac Expressway, Suite 200 | Austin, TX 78731www.piperjaffray.com/Kim Edwards – TACCBO Conference Attendee

Rapid Power Management (RPM)4205 Stanley Drive | Carrollton, TX 75010www.rapidpower.netCrystal Renyer – TACCBO Conference Attendee

RBC Capital Market200 Crescent Court | Suite 1500 | Dallas, TX 75201www.rbccm.com/en/Clarence Grier – TACCBO Conference Attendee

Records Consultants, Inc.12829 Wetmore Road | San Antonio, TX 78247www.rcitech.comChris Coryell – TACCBO Conference Attendee

TASB – Texas Association of School Boards/ Business Serv.(BuyBoard, Energy Coop)12007 Research Blvd. | Austin, TX 78759www.tasb.org/About-TASBWade Thompson – TACCBO Conference Attendee

TASB – Texas Association of School Boards/ Management Fund12007 Research Blvd. | Austin, TX 78759www.tasbrmf.org/Home.aspxRoy Wheeler – TACCBO Conference Attendee


Exhibitors

TexPool/ Federated1001 Liberty Avenue | Pittsburgh, PA 15222www.texpool.comJerry Landrum – TACCBO Conference Attendee

Tradition Energy3050 Post Oak Blvd., Suite 530 | Houston, TX 77056www.traditionenergy.com/Bob Wooten – TACCBO Conference Attendee

Valley Services, Inc.10 Canebrake | Flowood, MS 39232www.valleyinc.com/Shane Brumitt – TACCBO Conference Attendee

Workday6230 Stoneridge Mall Road | Pleasanton, CA 94588www.workday.comJohn Floyd – TACCBO Conference Attendee

Workiva2900 University Blvd. | Ames, IA 50010www.workiva.comAustin Bunning – TACCBO Conference Attendee


Texas Association of Community Colleges Business OfficersJune 23, 2017 Business Meeting

I. Call to Order

II. Recognition of a. Host Committee (Dallas County Community College District) b. President-Elect for the Program (Steve Evans) c. Business Partner Liaison (Jean McSpadden) d. Conference Contract Administrator (Duane McNaney) e. Website and Conference Registration Administrator (Keith Blundell)

III. Approval of Minutes - TACCBO 2016 Business Meeting

IV. Treasurer’s Report & Audit Committee – Chair, Pamela Ansboury, Alamo Colleges – Approval of the TACCBO 2016 Financial Statements

V. Resolutions Committee – Chair, Lisa Keil, Temple College

VI. Future locations for upcoming TACCBO Conferences: a. 2018 – The Woodlands (Houston) – hosted by Lone Star College b. 2019 – San Antonio - Hosted by Alamo Colleges

VII. Nominating Committee, Sarah Van Cleef, Tyler Junior College - TACCBO 2017 Slate of Officers

VIII. Old Business, Steve Evans a. Sales tax exemption status

IX. New Business, Steve Evans

X. Adjournment

2017 Annual Conference - Dallas, Texas


Texas Association of Community Colleges Business OfficersJune 23, 2017 Business Meeting

The meeting was called to order by President Diane Snyder at 11:00 a.m. on Friday, June 23, 2017. Diane recognized Dallas County Community College as host committee and the President-Elect, Steve Evans, for the excellent program. Recognition was also given to Jean McSpadden as the Business Partner Liaison, Duane McNaney as the Conference Contract Administrator and Keith Blundell as the Website and Conference Registration Administrator.

A motion to approve the minutes of the 2016 TACCBO Business Meeting, as printed in the program, was made by Sarah Van Cleef and seconded by Clen Burton; motion carried.

The treasurer’s report was given by Neil Vickers, the TACCBO Treasurer. The Audit Committee comprised of Tracy Bergstrom and Pamela Ansboury, moved to accept that the 2016 financial statements be approved. Since the recommendation came from committee, there was no need for a second motion; motion carried.

Members of the Resolution Committee comprised of Kristi Bennett, Lisa Keil, and Lauren Miller, 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 TACCBO Conferences were announced:• 2018 – The Woodlands - hosted by Lone Star College• 2019 – San Antonio - hosted by Alamo Colleges

The Nominating Committee, composed of past presidents Jean McSpadden, Josette Shaughnessy, and Sarah Van Cleef, presented the following slate of officers for nomination:

President: Steve Evans President-Elect: Neil VickersSecretary: Van Miller Treasurer: Teri Zamora

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.




The Nominating Committee also presented the following slate of members for service on the AFR Committee for the upcoming year:Chair: Carin Hutchins Co-Chair: Bill DickersonMember: Lisa Keil Member: Patrick Vrba

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

Under Old Business, Diane introduced Neil Vickers to present a report regarding the tax status of our organization. Neil announced that TACCBO is listed with the IRS as a 501(c)6 organization. This is a special category in the tax code that represents businesses whose purpose is to further an industry, much like local chambers of commerce. This type of organization is not eligible for sales tax exemption. As a result of this finding, our group will want to continue working each year with the host college in order to legally claim sales tax exemption for the annual conference activities.

Steve Evans took the floor and recognized Diane Snyder for her outstanding service to TACCBO as President for the 2016-17 year. There was no New Business to discuss.

The meeting was adjourned at 11:27 a.m.

Respectfully submitted,

Van D. MillerVan D. MillerSecretary, TACCBO


Statement of Financial Position

As of December 31, 2017

ASSETS Current Assets 1000 Cash on Hand $0.00 1010 Cash Wells Fargo Checking $61,036.00 1011 Cash Wells Fargo Savings $55,960.08 1012 FSB Athens Checking $0.00 Total Bank Accounts $116,996.08 Accounts Receivable 1050 Account Receivable $0.00 Total Accounts Receivable $0.00 Other Current Assets 1055 Membership dues Receivable $0.00 Total Other Current Assets $0.00 Total Current Assets $116,996.08 TOTAL ASSETS $116,996.08

LIABILITY AND EQUITY Liabilities Total Liabilities Equity 2050 Opening Balance Equity $120,297.38 2051 Retained Earnings $0.00 Net Revenue -$3,300.52 Total Equity $116,996.86 TOTAL LIABILITIES AND EQUITY $116,996.86


Statement of Activity

January - December 2017 TOTAL REVENUE 3010 Annual Member Dues $10,200.00 3020 Annual Conference Revenue 3021 Business Partners Reg Fees $113,149,50 3022 Annual Conference and Golf Registration Fee $50,000.00

Total 3020 Annual Conference Revenue $163,149.50 3025 CFO Meeting Registration Fees $1,880.00

Total Revenue $175,229.50 GROSS PROFIT $175,220.50 Expenditures 4010 Annual Conference Expense 4012 Family Night Expense $24,557.63 4014 Hotel Food Expense $101,622.19 4015 Hotel Facilities and A/V Expense $29,177.23 4016 Hotel Rooms Hosts, Officers, Speakers $693.39 4017 Supplies and Materials Expense $8,305.41 4018 Speaker Expense $2,175.50 4019 Site Selection and Conference Processing $592.70

Total 4010 Annual Conference Expense $167,124.05 4030 CFO Meeting Expense $2,196.25 4050 Website Expense $6,939.14 4060 Banking and Credit Card Processing Charges $1,851.08 4072 Other General and Admin Expenses $439.76

Total Expenditures $178,550.28

NET OPERATING REVENUE -$3,320.78 Other Revenue $175,229.50 3029 Interest Earned $20.26

Total Other Revenue $20.26

NET OTHER REVENUE $20.26

NET REVENUE -$3,300.52


Notes


Notes


Notes


We would like to thank the following groups for their support and commitment to making

TACCBO 2018 a success:

Lone Star College Host Committeefor their dedication and hard work

Lone Star College Staff and Student Volunteersfor helping during the conference

Lone Star College Marketingfor design of the program and donations of tote bag items

Lone Star College Campus Relationsfor tote bag items

Visit The Woodlandsfor tote bag items and visitor information

Thank YouThank You!


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2018 · 2018-06-25 · -CyFair ∙ LSC Kingwood ∙ LSC -Montgomery ∙ LSC North Harris ∙ LSC -Tomball ∙ LSC University Park to our 2018 host, Lone Star College!