2014 TACCBO Annual Conference

Galveston Island Convention Center - Hotel, Spa & Conference CenterJune 17-20, 2014

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Special thanksto our 2014 Co-hosts,

College of the Mainland and Galveston College

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TACCBO 2014 Conference AgendaSchedule of Events

Tuesday June 17 Location

10am-4pm Public Funds Investment Act TrainingPFM Staff, PFM Asset Management LLC Crystal Salon B & C

1pm-6pm Registration Tote bags provided by RBC Capital Markets Neck Wallet Lanyards provided by Herring Bank Host Committee Officers and Volunteers Polo Shirts Provided by Oracle Pre Function Area Ballroom C

4pm-9pm Exhibitor Move In Exhibit Hall B

Wednesday June 18

7am-5pm Registration Pre Function Area First Floor

7am-8am Breakfast Ballroom B

8am-8:30am Welcome, etc. Josette Shaughnessy, Dr. Beth Lewis, Dr. Myles SheltonEl Paso Community College, College of the Mainland, Galveston College Ballroom A

8am-10am General Keynote Session Joe Bontke, US Equal Opportunity Employment Commission Should I Divulge My Disability in the Age of Google? Ballroom A

10am-10:40am Exhibits and Business Partner Break Exhibit Hall B

10:40am-11:30am Concurrent Session 11-1 Healthy High Performance CleaningDave Prewitt, Richard Rodriguez, Rob Kohlhagen,McLemore Building Maintenance, Inc. Harbor1-2 Student Disbursement Cards-Herring Bank Customer FocusDave Riggs, Herring Bank Galleon I1-3 Student Disbursement Cards-Higher One Customer FocusKathy Woods, Higher One Galleon II1-4 Purchasing; Best Practices for Communicating Purchasing Laws and RegulationsDennis Churchwell, South Plains College Galleon III

11:40am-12:30pm Concurrent Session 22-1 Birds of a Feather-ColleaguePat Disbrow, Dallas County Community College District Harbor2-2 Birds of a Feather-BannerSarah VanCleef, Tyler Junior College Galleon I2-3 Birds of a Feather-POISE and Jenzabar EXDuane McNaney, Kilgore College Galleon II2-4 Birds of a Feather-PeoplesoftDiane Novak, Lonestar College Yacht2-5 Purchasing; Purchasing CooperativesCharles Oberrender, Texas Association of Community CollegesDuff Erholtz, National Joint Powers Alliance Galleon III

12:30pm-4:30pm On Your Own Free Time

4:30pm-6:30pm Business Partner Reception Exhibit Hall B

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Thursday June 19 Location

7am-8am Breakfast Ballroom B8am-8:50am Concurrent Session 3

3-1 Texas Water Report: Going Deeper for the SolutionCory Chandler, Texas Comptroller of Public Accounts Ballroom A3-2 Roundtable Discussion: Grant Accounting-Impact of new OMB Omni CircularPat Disbrow, Dallas County Community College District Galleon II3-3 Purchasing, New Normal: Using Construction Manager at Risk,Design Build and Other Alternative Construction MethodsDenise Cheney, Bickerstaff Heath Delgado Acosta LLP Galleon III

9am-9:50am Concurrent Session 44-1TRS Rules for Adjunct FacultyJim Pinkard, Teacher Retirement System of Texas Harbor4-2 Reverse Auctions: Success at Tarrant County College DistrictPaul Harris, E&I Cooperative Services Galleon I

10am-10:40am Exhibits and Business Partner Break Exhibit Hall B

10:40am-11:30am Concurrent Session 55-1 THECB-Annual Financial Report UpdatesGary Johnstone, Roland Gilmer, Texas Higher Education Coordinating Board Harbor5-2 Technology in Education: Trends, Developments, Best PracticesDave Jacobs, TechKnowledge Galleon I5-3 ERS-Affordable Care Act’s Impact on Adjunct Faculty and Part-time Employee InsuranceERS Staff, Employees Retirement System of Texas Galleon II5-4 Purchasing, E-BiddingCindy White, Collin College Galleon III

11:40am-12:30pm General Session 66-1 Getting the Right People on the BusDana Weaver, Weaver Consulting, Sponsored by McLemore Building Maintenance, Inc. Ballroom A

12:30pm-1:30pm Lunch, Member and Business Partner Networking Ballroom B

1:30pm-2:20pm Concurrent Session 77-1 THECB-Annual Financial Report UpdatesGary Johnstone, Roland Gilmer, Texas Higher Education Coordinating Board Harbor7-2 Answer the Call-Superior Student ServicesDiane Snyder, Russell Lopez, Alamo College Galleon I7-3 Cyberliability: A Basic UnderstandingJohn King, Dallas County Community College District Galleon II7-4 Purchasing: Misconceptions in Energy ProcurementBob Wooten, Tradition Energy Galleon III

2:30pm-3:20pm Concurrent Session 88-1 Introduction to Spend Analysis, Spend Management and Collaborative AnalyticsJonathan White, Spikes Cavell Harbor8-2 Retirement Options for Public Entity EmployeesDion Papafote, Public Agency Retirement Services Galleon I8-3 Internal Control SystemsMichael White, CPA, White, Samaniego, and Campbell Galleon II8-4 Purchasing Delivering Successful Facility ProjectsAl Erdman, Central Texas College Galleon III

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3:30pm-4:00pm Refreshments and Member Networking Break Pre Function Area First Floor

4:00pm-4:50pm Concurrent Session 99-1 The Legislative Process: Being an Effective AdvocateDon Hudson, Texas Association of Community Colleges Harbor9-2 Trending Topics in the College Bookstore BusinessAlan Stratman, Follett Corporation, Higher Ed Group Galleon I9-3 Building a Business Case for Procure to Pay AutomationDaniel Perry, Unimarket North America Galleon II9-4 Purchasing, Price Quote DocumentationLydia Huber, Victoria College Galleon III

6:30pm-11:00pm Family Night Ballroom B

Friday June 20 Location

7am-8:30am Breakfast Ballroom B

7:30am-8:30am CFO Roundtable and Breakfast Roundtable DiscussionJosette Shaughnessy, El Paso Community College Yacht

7:30am-8:30am Purch Roundtable and BreakfastRoundtable DiscussionCindy White, Collin College Spinaker

8:30am-9:20am TACC UpdateTACC UpdateDon Hudson, Steve Johnson, Texas Association of Community Colleges Ballroom A

9:20am-10:10am Austin Agency UpdateTHECB-Agency Update and Workforce StudiesGary Johnstone, Texas Higher Education Coordinating Board Ballroom A

10:10am-10:20am Break Function Area Second Floor

10:20am-11:10am Austin Agency Update ERS-Agency UpdateERS Staff, Employees Retirement System of Texas Ballroom A

10:20am-11:10am Austin Agency Update LBB-Agency UpdateEmily Deardorff, Legislative Budget Board Ballroom A

11:10am-12:00pm Annual TACCBO Business MeetingAnnual TACCBO Business MeetingJosette Shaughnessy, El Paso Community College Ballroom A

12pm Conference Concludes

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Joe Bontke U.S. Equal Employment Opportunity Commission

Joe is the outreach manager and ombudsman for the Houston District office of U.S. Equal Employment Opportunity Commission. Joe has been in the field of Human Resources & Civil Rights for the past 27 years and has experience in employment law and adult education. With a Bachelor’s in Philosophy and a Master’s in Education, he has been a Human Resources Director, a Train-ing Coordinator for the American Disabilities Act (ADA) Technical Assistance Center for Federal Region VI, was appointed as Assistant Professor at Baylor College of Medicine and recently has been named Chair of the Governors’ Committee for People with Disabilities by Governor Rick Perry.

Using his entertaining style, Joe has educated groups throughout the country and most recently, his work at the EEOC has enabled him to empower employers and employees with the understanding they need to work effectively at their jobs. Joe’s philosophy of education is - that 90% is knowing where to find the information...when you need it.____________________________________________________________________

Cory ChandlerTexas Comptroller of Public Accounts

Cory served as the project manager for “Texas Water Report: Going Deeper for the Solution.” After graduating with a degree in print journalism from Texas Tech University, Cory covered education and politics and served as interim city editor at the Midland Reporter-Telegram, where he won an Associated Press Managing Editors Award for Deadline Writing as well as Hearst News-papers’ Eagle Award. He also covered city and water issues for the Lubbock Avalanche-Journal before joining the Texas Tech Office of Communications and Marketing, where he coordinated public relations for multiple colleges, contributed articles to the university’s research magazine, and was project manager for the launch of Texas Tech’s YouTube EDU partnership.

He was marketing supervisor for the Office of Undergraduate Admissions and communications coordinator for the School of Law, managing public relations and marketing efforts and serving as editor-in-chief for the Sidebar Express E-newsletter and Texas Tech Lawyer magazine. In his current role as project manager for the Comptroller of Public Accounts, Cory oversees publication of reports to the Legislature, businesses and taxpayers.

At Texas Tech, he served as Back to School Fiesta Committee Marketing Taskforce Chair and member of the Raider Red Committee, Arbor Day Committee member, Masked Rider Committee, and President’s Sustainability Taskforce. He has also served on the Boy Scouts of America Public Relations Committee and Midland Chamber of Commerce Education Committee.____________________________________________________________________

Speakers

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Denise V. CheneyBickerstaff Heath Delgado Acosta LLP Fellow, American College of Real Estate Lawyers Board Certified Commercial and Residential Real Estate Law

Denise Cheney is a partner in the law firm of Bickerstaff Heath Delgado Acosta, LLP who specializes in real estate, construction, and purchasing law. She is Board Certified in Commercial and Residential Real Estate Law by the Texas Board of Legal Specialization and is a fellow of the American Academy of Real Estate Lawyers. A large portion of Ms. Cheney’s practice is devoted to the representation of cities, counties, community colleges and other local governmental entities in the purchase of real estate, water rights, and other property, and in the construction of public works projects. She is a frequent speaker on government purchasing laws, public–private partnerships and construction law matters.____________________________________________________________________

Dennis Churchwell South Plains College

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

Emily Deardorff Legislative Budget Board

Emily has been an analyst at the Legislative Budget Board since March 2012 and is currently the budget analyst for the community colleges, higher edu-cation employee’s group insurance, and the Constitutional funds for higher education. Emily graduated from Austin College with a B.A. in Economics and has a Master of Public Affairs from the Lyndon B. Johnson School of Public Affairs at The University of Texas at Austin.____________________________________________________________________

Patricia (Pat) DisbrowDallas County Community College District

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

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Roland GilmerTexas Higher Education Coordinating Board

Roland’s service to the Texas Higher Education Coordinating Board began in July 2009 as a Program Director in the Planning and Accountability Division. He assists in a range of activities for the state, including: review of proposed facilities projects at universities, health-related institutions, and technical and state colleges; maintenance of the CARAT system for Community Colleges for input of their AFR 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 collec-tion of Tuition Revenue Bond requests. Prior to the CB, he served as a Finan-cial Analyst for both AMD and Freescale in Austin for 15 years. He earned his Bachelor of Science degree in Accounting Management from Park University.____________________________________________________________________

Al ErdmanCentral Texas College

Al Erdman brings over 30 years of experience in higher education, private industry and public accounting to Coppin State University. He is currently Deputy Chancellor for Finance and Administration at Central Texas College in Killeen, Texas. With over 84,000 students at 140 locations worldwide, CTC is the largest provider of two years degrees to soldier students and their families. Erdman has spent the last 13 years at community colleges in three states. Prior to entering higher education, Erdman spent 20 years as Corporate Con-troller for Sericol in Kansas City, Missouri, one of 250 worldwide companies owned by Burmah Castrol PLC. Erdman has also worked as a Senior Field Auditor for Deloitte, Director of Accounting for Stimson Lumber, the nation’s largest family-owned lumber company, and began his career as an assistant buyer for the May Company Department Stores in St. Louis, Missouri.____________________________________________________________________

Paul HarrisE&I Consulting Group

Paul Harris is a Senior Consultant with E& I Consulting Group. Paul brings over thirty years of demonstrated success in the areas of strategic sourcing, process improvement, contract management, and organizational change. Prior to joining E&I, Paul held leadership roles as CPO at Pensacola State College, VP Strategic Sourcing with a national GPO, and VP Consulting for a boutique consulting firm.

Past association executive leadership roles included: VP and President of NAEP’s FL region (2002-2005); Chair of the Cooperative of Purchasing Profes-sionals (1996-2005); Chair of the FL Technology Refresh Committee (1996-2005); and Chair of the Gulf Coast Purchasing Cooperative (2002-2004).

E&I Consulting Group, a division of E&I Cooperative Services, is a consulting and professional services organization focused on strategic sourcing and

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procurement in the educational marketplace. E&I Consulting Group’s focus is on schools and universities drive enterprise value across your entire supply chain, becoming more strategic so that you can accomplish more for less, drive down costs, and maximize operational efficiencies.____________________________________________________________________

Lydia A. Huber, MBAVictoria College

Lydia Huber has been the Director of Purchasing for Victoria College since November 2007. She began her career in purchasing as a purchasing assis-tant for the University of Houston-Victoria in 1999. She is responsible for most purchasing, central receiving and the procurement card program currently in place at VC. Lydia earned her MBA in 2009 and is currently an adjunct instruc-tor for VC.____________________________________________________________________

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

Dr. Hudson currently serves as the Vice President of Data and Research at the Texas Association of Community Colleges (TACC). He has worked for TACC since 1995. Dr. Hudson’s 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 fo-cused on student success since Texas became an Achieving the Dream state in 2004. Dr. Hudson served as TACC’s lead staff in the development of the Student Success funding model adopted by the 83rd Texas Legislature (2013).

Prior to his current position at TACC, Dr. Hudson served as Education Policy Specialist for the Texas Senate Research Center. Dr. Hudson was an Assis-tant 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.

Dr. Hudson holds a Ph.D. in Higher Education Administration from the University of Texas at Austin. Dr. Hudson received his M.A. in Organizational Communication from Texas Tech University and a B.S. in Secondary Educa-tion from New Mexico State University.____________________________________________________________________

Dave JacobsTechKnowledge

Dave is Principal of TechKnowledge and manages all of the firm’s operations. Mr. Jacobs holds a Bachelor of Business Administration from Southern Meth-odist University in Dallas. He has been in the technology industry his entire career and in the consulting business for the past 24 years. In that capacity, he has personally managed some of Texas’ largest healthcare, corporate, and higher education projects, including a $420 Million bond program for Lone

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Star College, a $9 Million expansion of The Presbyterian School, the $180 Million Del Mar College Bond Program, and Odessa College’s $108 Million project. Mr. Jacobs held management positions at AT&T and IBM prior to founding TechKnowledge.____________________________________________________________________

Steven E. JohnsonTexas Association of Community Colleges

Steven has wide-ranging experience serving in leadership roles within higher education policy and administration, state government, and private sector consulting. He has been with the Texas Association of Community Colleges since 2005. As Vice President-Public Affairs at TACC, his responsibilities include coordinating strategic communications and leading public advocacy efforts for the Association. Immediately prior to his present position, Steven was the Director of Student Financial Services at Concordia University Texas.

During the 78th Texas Legislative Session, he served as the Director of Governmental Relations for the Texas Telecommunications Infrastructure Fund Board. From 1994 to 1999, Mr. Johnson was Chief-of-Staff for former State Representative Kenny Marchant and the House Committee on Financial Institutions. Steven has also spent time at several national consulting firms leading efforts at business development, legislative advocacy, and strategic messaging. Mr. Johnson is a Ph.D. Candidate in Educational Leadership and Higher Education at the University of Nebraska – Lincoln. He holds a Master of Public Affairs from the LBJ School at the University of Texas at Austin and Bachelor of Arts in History from Concordia University Texas. ____________________________________________________________________

Gary JohnstoneTexas Higher Education Coordinating Board

Gary’s service to the Texas Higher Education Coordinating Board began in August 2006 as the Deputy Assistant Commissioner in the Planning and Ac-countability Division. He assists in a range of activities for the state, including: development of the funding formulas; review of proposed facilities projects at universities, health-related institutions, and technical and state colleges; maintenance of an accountability system for public higher education institu-tions; P-16 research and evaluation of initiatives; numerous mandated annual reports; and when the state legislature is in session, many ad hoc requests for data and reports.

Prior to the THECB, Gary served as chief business officer at Brazosport College for 22 years. Other financial experience included service at Houston Community College, and a couple of school districts in the Houston area. He earned both a bachelor in business and masters in education administration degrees from the University of Houston and is a certified public accountant.____________________________________________________________________

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John KingDallas County Community College District

John is the Director of Risk Management for the Dallas County Community College District. He has worked over 25 years in risk management and insurance including 15 years at DCCCD. He is a Chartered Property Casualty Underwriter (CPCU) and Associate in Risk Management (ARM) through the Insurance Institute of America. He received his BS and MBA from Arkansas State University.____________________________________________________________________

Robert KohlhagenDiversey, Inc.

Rob Kohlhagen has been a leader in the cleaning industry for over 25 years. At Diversey Rob has led development of the world’s first Indoor Air Quali-ty-certified green cleaning program called- Healthy, High Performance Clean-ing. Rob also serves as the Program Director for the HHPC Day Academy, Diversey’s initiative to train and certify Building Service Contractors to the industry’s first comprehensive daytime cleaning enablement program.

Rob has been a frequent speaker at conferences such as IFMA World Workplace, BOMA International, ISSA/InterClean and was awarded the Industry Service Award by the Building Service Contractors Association. In 2008 Rob was certified expert in the ISSA’s Cleaning Industry Management Standard program and has graduated from the U.S. Green Building Council’s LEED Technical Workshop. Rob has a Bachelor’s Degree from the Universi-ty of Illinois and a Master’s Degree from the Kellogg School of Business at Northwestern University. ____________________________________________________________________

Russell LopezAlamo Colleges

Russell Lopez began with the Alamo Colleges in 2010 working in the Student Financial Aid department at San Antonio College. While at SAC he assisted with the development and implementation of various call center, web devel-opment, and communication initiatives. In 2012 he managed the development and launch of the Alamo Colleges Student Financial Aid call center initiative to outsource inbound calls to an external vendor. Based on the success of the Student Financial Aid call center he is currently working with the Vice Chan-cellor for Finance and Administration to expand the initiative into the Admis-sion, Business, and Directory Assistance departments.

Many of the design principles Russell has incorporated into the call center processes include proactive communication and call prevention strategies. These principles also target web strategies and interdepartmental process alignment as support measures to ensure students receive quality information and meet their educational goals.____________________________________________________________________

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Diane NovakLone Star College System

Diane is the Associate Vice Chancellor, Accounting at Lone Star College System (LSCS). She has served in this role since 2008. She oversees the sys-tem-wide accounting, general ledger, financial reporting 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 LSCS as Internal Auditor in 2005. Prior to working for LSCS, Diane worked for a local CPA firm in The Wood-lands. 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 Universi-ty and is a licensed Certified Public Accountant. ____________________________________________________________________

Charles “Charlie” OberrenderDirector of Cooperative Purchasing for the Texas Association of Community Colleges, Austin, Texas

Charles oversees the operations of the Texas Community College Coopera-tive Purchasing Network, a cooperative purchasing program dedicated to the unique needs of junior and community colleges in the state of Texas. Prior to joining the Association, Charlie has been involved in municipal and county purchasing, risk management, contract management and procurement card programs for over twenty five years. Charlie became a CPPB in May 1996. He is a charter member of Texas Public Purchasing Association and currently serves as Vice President to the organization. He is also a national member of NIGP. Charlie has taught at several NIGP Forums, JP Morgan Chase Pur-chasing Card workshops, as well as TxPPA, GFOAT, and Lone Star Buyer conferences. He has served on numerous NIGP Forum Quality Control Teams and most recently served on the NIGP Audit Task Force. Charlie is a member of the Fightin’ Texas Aggie Class of ‘83 where he received a bachelor’s degree in Agricultural Economics.

In private life, he is married to the lovely and talented Linda, the father and stepfather to four wonderful children, and resides on the family farm near Needville. He is addicted to country western dancing, a periodic resident of Las Vegas Boulevard, watching rodeo, and enjoys tending his garden, cattle herd and horses. He is currently president of the Fort Bend County Farm Bu-reau and a life member of the Fort Bend County Fair Association.____________________________________________________________________

Dion PapafotePublic Agency Retirement Services

Based in Texas, Dion has been providing consulting services for Texas school districts and community colleges since 2000. Dion has a strong background in insurance, securities, and the employee benefits industry – particularly in the

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school district market. Before coming to PARS, she worked for eight (8) years in the marketing and administration of plans at Aragon Financial Services and Americo Retirement Services. She has a B.A. from the University of Texas, Austin and licenses in retirement, insurance, and health plan management. ____________________________________________________________________

Daniel PerryUnimarket NA, Inc.

Daniel Perry is the business development manager for Unimarket, a global cloud-hosted eProcurement software provider, specializing in spendmanagement and workflow automation solutions for higher-education. Daniel has over 10 years of experience in Procurement Software, Business Development, Account Management and Supplier Enablement. He has worked closely with many Higher Ed customers during that time, providing them with the services and solutions they required to change and grow.

Daniel is originally from New Zealand, but has been located at the head office location of Unimarket in Maryland, since 2012.____________________________________________________________________

Jim PinkardTeacher Retirement System of Texas

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

Dave PrewittMcLemore Building Maintenance, Inc.

Dave is the Business Development and Sustainability Director for McLemore Building Maintenance. He has been a LEED Green Associate for four years, has LEED project management experience and is currently studying for the LEED 4.0 AP certification. Dave is a graduate of the first HHPC Day Academy. In addition to his eight years of experience as a Building Service Contractor, Mr. Prewitt was the Food Service Category Manager for Susser Petroleum, known for its successful Stripes concept and was an hotelier for twenty one years, serving on the Texas Hotel and Motel Association Board. He has been involved as a TACCBO business partner for the past five years. Dave has a Bachelor of Science degree from California State University, with graduate studies at the University of Kentucky.____________________________________________________________________

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Dave RiggsHerring Bank

Dave is currently an Executive Vice President of Business Development at Herring Bank, and has been employed in financial services for over 14 years. Dave has a team of professionals and software development staff that create, support, and serve, the many ID Debit Card and payment products offered by Herring Bank. The best part of Dave’s job is the ability to solve customer issues with new and inventive technology products. ____________________________________________________________________

Josette Shaughnessy, CPAEl Paso Community College

A native of France and an El Pasoan since 1976, Josette Shaughnessy is the Associate Vice President of Budget and Financial Services at El Paso Com-munity College. She started at El Paso Community College in 1991 as an accountant and was promoted to Associate Comptroller in 1992 and then Comptroller in 1993. In 1995, she was appointed to her permanent position of Associate Vice President. She has served as Interim Vice President of Admin-istration and Financial Operations for the district. Prior to her tenure at El Paso Community College, she worked in the private sector in a variety of positions from billing clerk to accounting manager.

Josette received her Associate’s degree in Accounting from El Paso Commu-nity College in 1981, her Bachelor of Business Administration in Accounting and a Master of Accountancy from the University of Texas at El Paso in 1983 and 1995 respectively. She also holds a Certified Public Accountant license from the State of Texas since 1990.

Josette is active in the El Paso Community by serving on the YWCA Board and on the El Paso Consolidated Tax Advisory Committee. She currently serves as Board President of the Texas Association of Community College Business Officers and has served on the Government Treasurers’ Organization of Texas Board. She also teaches Accounting on a part-time basis at El Paso Community College.

Aside from being fluent in her native language, she perfected two other languages, English and Spanish, by living in England and Spain right after graduating from high school.

Josette is married to Tom Shaughnessy, a native El Pasoan, and they have two daughters: Jeannine, a graduate of the University of Houston, currently living in France with her husband and their three-year old daughter, and Lor-raine, a graduate of Rice University and University of Miami.

In her permanent position of Associate Vice President for Budget and Finan-cial Services, Josette oversees the areas of Accounting, Auxiliary Services, Purchasing and the District’s Budget of over $132 million.____________________________________________________________________

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Diane E. SnyderAlamo Colleges

Diane is Vice Chancellor for Finance and Administration at Alamo Colleges, San Antonio. Diane is responsible for Financial Planning, Human Resources, Facilities Planning and Management, Accounting, Business Services, Student Financial Aid, and Public Safety. She also guides the nine-member, elected Board of Trustees on matters related to Alamo Colleges’ $500 million annual operating and capital budget. Diane has more than 20 years of progressively responsible experience in public accounting, operations and financial man-agement; with a proven track record of improving operational controls and efficiencies, especially in turnaround and high growth situations.

Prior to joining Alamo Colleges in 2008, Diane was an Executive Director for over twelve years for AT&T where she managed staffs of up to 225 employees and budgets of $5 million - $2.5 billion in such varied areas as accounting, internal audit, purchasing, inventory control/fulfillment, billing and revenue assurance, and call centers. At Price Waterhouse during 1987 to 1996, Diane managed audit assurance, compliance, merger and internal control assess-ments for a diverse client base including Mary Kay Cosmetics and East Texas Baptist University.

Diane is currently pursuing a doctoral degree in Higher Education Adminis-tration at the University of Texas at Austin. She holds a Master of Science degree in Accounting from University of North Texas, with a Bachelor of Sci-ence degree in Organizational Behavior from Leslie College. She is an active member of the Financial Executives Institute, Texas Society of Certified Public Accountants and Texas Association of Community College Business Officers. The San Antonio Business Journal recognized Ms. Snyder as Best CFO 2010 Education Category. ____________________________________________________________________

Alan StratmanFollett Corporation

Alan is Follett’s Vice President of Marketing. He joined the company in 2001 with an extensive retail and wholesale background. Prior to joining Follett, he held executive positions with leading manufacturers and marketers of sports and fitness equipment. In addition, Alan was previously president of a Texas firm that held multiple sports and fitness equipment retail outlets and an insti-tutional distribution company. Alan previously served as Regional Manager for the Follett Higher Education Group, overseeing bookstore operations across the southwestern United States prior to his promotion to Vice President of Market-ing. Alan is also a current member of the Follett Corporation Board of Directors. ____________________________________________________________________

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L. Dana Weaver, Jr.Weaver Consulting

Dana Weaver is a former business owner and senior executive, who resides in his hometown, Houston. A certified public accountant, Weaver graduated from Texas Tech University with a Bachelor of Business Administration degree, and earned a Master of Business Administration degree from the University of Texas at Austin.

He began his professional career as a senior auditor with Pricewaterhouse-Coopers. From 1977 until 2004, he and a partner co-owned The ABS Com-panies, where he served as president of the $150 million facility maintenance company, the leading privately-owned company of its kind in the United States. Under Weaver’s leadership, the company of more than 6,000 employ-ees grew to serve customers in 13 states and 23 metropolitan markets.

Following the sale of ABS Companies in June, 2004, Weaver was brought in by a private equity group to serve as president of Symtx, Inc. of Austin, Texas, where he worked with the CEO to return the company to profitability, and led a successful liquidity event. Symtx served the outsourced test engineering market and employed 125 engineers (mechanical, electrical and software) to manufacture functional test equipment for the satellite communication and defense industries.

Currently working as a consultant and investor, Weaver also serves on the Board of Directors of several companies across the United States. ____________________________________________________________________

Cindy WhiteCPPO, CPPB

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 Eco-nomics and is a Certified Public Purchasing Officer (CPPO) and aCertified Professional Public Buyer (CPPB). She is an active member and former President of the DFW Metroplex Chapter of NIGP, serves on theEducation 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.____________________________________________________________________

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Jonathan WhiteSpikes Cavell Analytic

In case you notice any strange words or phrases during this presentation, Jonathan is originally from Ohio, but spent ten years living outside of the United States in New Zealand and England. He is currently the Director of Sales and Support for the US division of Spikes Cavell Analytic. For the last six years, Jonathan has been working with higher education procurement professionals, in organizations like yours, to help them get a firmer grip on how much is spent, on what, and with who in order to deliver savings and efficiencies, change buying behaviour, bring more spend under management and enable strategic sourcing initiatives.____________________________________________________________________

Kathy WoodsHigher One

Kathy joined Higher One in 2014 and brings a wealth of knowledge and expe-rience. Kathy served the Bursar’s office at Texas Woman’s University for 36 years and retired as Bursar in May 2013. She has served on the Texas BUC$ Board of Directors, and the Student Business Services Committee of TASS-CUBO. Her university and professional experience, her dedication to service excellence and her influence in the state of Texas are qualities that ensure our ability to provide stellar service to our clients.____________________________________________________________________

Bob Wooten, C.E.P., CECDirector, Government Accounts, Tradition Energy

Bob Wooten is responsible for Tradition Energy’s government advisory business throughout the U.S. He has over 20 years of experience managing procurement programs for a wide variety of commercial, industrial and gov-ernmental entities. Prior to joining Tradition Energy in 2007, Mr. Wooten spent 11 years at the Houston-Galveston Area Council (H-GAC) where he managed the Energy Purchasing Corporation and coordinated energy and other pro-curement functions for hundreds of local governments throughout the U.S. His professional experience also includes demand-side management while working for Johnson Controls where he was responsible for delivering energy efficiency solutions to the public housing market. Mr. Wooten holds profes-sional certifications from the Association of Energy Engineers and the Institute for Supply Management, as well as a B.A. from Texas A&M University, and a Masters in Public Administration from the University of Houston.____________________________________________________________________

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Great Western Dining Service, Inc. P.O. Box 699 Tipton, MO 65081 www.gwdining.net Conference AttendeesBillie Jennings, Fred Pfeiffer, Bob Nold, Charlie Curry and Rick Vandiver

Great Western Dining Service, Inc. was founded to provide contracted dining services for schools, colleges & universities; camps & conference centers; and business & industry. From its inception, GWD has remained strongly committed to our original concepts of quality service coupled with superior food. These strengths have enabled GWD to grow and develop partnerships within a six-state region in the Midwest.

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

Very Important Business Partners

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

Conference AttendeesDave Riggs, Jeremy Kelln

Herring Bank originated in Vernon, Texas in 1899. The bank provides a full range of commercial and consumer banking products, as well as investment and trust services. While the bank is primarily owned by the family of its founder, Col. C.T. Herring, the bank has directors and owners in communities that it serves. Through local leadership and ownership, Herring Bank has created a legacy of helping customers with their financial needs for some 110 years.

InvestmentsHerring Bank can help your business with working capital investing needs. Working with our Business Bankers and Trust Department we can develop a “Custom Fit” portfolio tailored to meet your particular needs. We work with a variety of business types as well as nonprofit and governmental organizations.

Oracle 1900 Oracle Way Reston, VA 20190 www.oracle.com

Conference AttendeesAlton Hudson, Timothy Dyer

Education and ResearchEmpowers Students, Teachers, and Researchers with the Right Tools

Transform education through personalized learning, improved teacher devel-opment and performance, enhanced access to information, and more efficient management of the processes that facilitate teaching, learning, and research.

Why Oracle • Schools and universities face a constant balancing act between learning activities and the administrative functions that support them • Education institutions face accountability pressures that are greater than ever • Demand is growing for personalized learning environments that encourage student success • State-of-the-art technology is crucial to breakthroughs in science, medicine, and other research fields • Streamlined operations reduce costs, leaving more money for students, teachers, and researchers

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Sustaining Partners

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

Conference AttendeeMitch Casler

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

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

Conference AttendeesMike Perry, Doug Shearer

ARMKO Industries, Inc. is a Roof Consulting Firm, founded in 1983, that works with Architects, Engineers, Facility Management Personnel, and Build-ing Owners to properly specify and develop a successful long-term repair or re-roof project. Since our inception, ARMKO has specified over 100 million square feet of roofing.

A. Bargas & Associates LLC P.O. Box 792056 San Antonio, TX 78279-2056 www.abargasco.com

Conference AttendeesAnn Marie Harbour, Chico Bargas

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

A. Bargas & Associates LLC has a reputation for providing school districts the highest quality furniture at the fairest prices. We demonstrate extraordinary ser-vice long after completing projects well beyond our customer’s expectations.

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

Conference AttendeesGreg Lookabaugh, Derek Gillard

Choice Partners national 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.

Claims Administrative Services P.O. Box 7500 Tyler, TX 75711 www.cas-services.com

Conference AttendeesLance Garms, Andrew Bertrand, Art Georgiou

At CAS, you will find professionals dedicated to ensuring client satisfac-tion and cost control. We understand that workplace issues continue to arise and evolve, so we never stop exploring new and improved methods for helping clients contain costs. CAS employs expert safety personnel and claims representatives, all dedicated to providing you with unmatched levels of responsiveness, efficiency and savings.

Coastal Securities 920 Memorial City Way, 11th Floor Houston, TX 77024 www.coastalsecurities.com

Conference AttendeesJohn Saragusa, Heath Barber

Coastal Securities, Inc. is a Texas-based investment banking and broker-age firm with a distinct view of America’s capital markets. We encourage you to discover the distinctive style and quality service that Coastal Securities, Inc. provides. We believe you will find that our profes-sionals will distinguish themselves quickly and consistently in serving you and your interests.

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Commerce Bank 811 Main Street Kansas City, MO 64105 www.commercebank.com

Conference AttendeesKelly Krone, Mit Truax, Lance Wright

As a national leader in automated accounts payable solutions, Commerce Bank is committed to helping clients streamline their accounts payable pro-cess and create new revenue.

With the ControlPay® suite of products, Commerce Bank offers multiple AP solutions so clients can choose the level of automation to fit their payment needs. ControlPay AP Payments pays invoices electronically through the Visa® Network, which reduces check-writing costs and earns monthly reve-nue. For greater efficiency, ControlPay EIPP (Electronic Invoice Presentment and Payment) automates the AP process including invoice capture, workflow and approval, and payment utilizing one payment file for all payment types.

Creative Bus Sales 13501 Benson Ave. Chino, CA 91710 www.creativebussales.com

Conference AttendeesRyan Frost, Troy Raley

Since its founding, Creative Bus Sales has always been a family owned and operated business. With over 25 years in the bus industry, Creative Bus Sales has more expertise with vehicle sales, service, parts, warranty and customer satisfaction than any other dealership in the nation. Creative is the nation’s largest bus dealership and is proud to offer products from 21 of the top com-mercial and school bus manufacturers. With multiple locations throughout the United States, Creative is able to service customers across the nation.

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Federated Investors 1001 Liberty Avenue Pittsburgh, PA 15222 www.federatedinv.com

Organized in 1989, TexPool is the largest and oldest local government in-vestment pool in the State of Texas. TexPool, the only pool sponsored by the Texas Comptroller of Public Accounts, currently provides investment services to over 2000 communities throughout Texas for their short-term investment needs. Assets are managed and serviced by Federated Investors, one of the largest managers of AAA-rated money market portfolios in the country. Par-ticipant services provided include: trading, reporting, inquiries, vendor pay-ment, online security pricing and educational training. For more information about TexPool or TexPool Prime, contact us at 1-866-TEX-POOL or visit www.texpool.com.

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

Conference AttendeesMary Ann Dunda, Mica Owens

For over 65 years, FirstSouthwest has been a trusted leader in public finance, consistently ranking among the top financial advisory and underwriting firms in the country. We set ourselves apart by steadfastly putting our clients first, offering them access to our vast resources and experience in public finance, corporate finance, clearing and capital markets. Our history as an authority and innovator in public finance has garnered us consistent top rankings as an advisor and underwriter.

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

Conference AttendeesShad Comeaux, Allen McRee

The Freese and Nichols team specializes in municipal, comprehensive and higher education planning by delineating client goals. Freese and Nichols has proven that we are experts at matching forum and technique to the type of information sought, with particular sensitivity to communications needs of discrete groups.

Our team has developed facility, comprehensive and academic master plans for single campuses and multi-campus institutions and military and govern-ment installations. These diverse plans all reflect inclusive data gathering, development of consensus on goals, and suitability. Meant both to guide the growth of their institutions and to change as needs change, our campus plans are distinguished by their usefulness.

Higher One 115 Munson Street New Haven, CT 06511 www.higherone.com

Conference AttendeesKathy Woods, Pamela Wilkes, Tanya Thorsen-Masingil

Higher One was founded on a college campus in 2000 by three students who wanted to revolutionize an archaic paper check-based system for financial aid refunds. Our approach to servicing campuses is built on a few key ideals: • Providing students with a choice of how they would like to receive their refunds • Educating students on their options and empowering them with knowledge • Creating optional, good-value banking services that are accessible to college students

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

Conference AttendeesJack Sovern, Clint Binkley

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

Immediate Credit Recovery, Inc. 169 Myers Corners Rd., Ste. 110 Wappingers Falls, NY 12590 www.icrcollect.com

Conference AttendeesDonald Lusk, Cletra Wormley

Since our inception in 1990, ICR has specialized in the recovery management and resolution of delinquent Perkins, Health Professional and Institutional student loans. Our expert recovery specialists have also worked with tens of thousands of other student consumers each year to resolve their outstanding tuition receivables, including emergency loans, parking and library fines.

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Jenzabar 101 Huntington Ave., Suite 2200 Boston, MA 02199 www.jenzabar.com

Conference AttendeesSteve Bashore, Ramelle Riley, Adam Perryman

Translated from our founder’s native Mandarin Chinese, Jenzabar means, “class of the best and the brightest.” We work to embody this standard of excellence in everything we do.

We’re a leading provider of the software, strategies, and services that are vital to the efficient administration of higher education institutions such as yours. For more than four decades, our solutions have given colleges and universi-ties the power to meet all their academic and administrative needs.

Johnson Controls 3021 West Bend Drive Irving, TX 75063 www.jci.com

Conference AttendeeJim Swan

Johnson Controls is a global diversified technology and industrial leader serv-ing customers in more than 150 countries.

Our 170,000 employees create quality products, services and solutions to op-timize energy and operational efficiencies of buildings; lead-acid automotive batteries and advanced batteries for hybrid and electric vehicles; and interior systems for automobiles.

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

Conference AttendeesJulio Cisneros, Geneva Arnold

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.

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National Life Group 15455 Dallas Parkway, Suite 800 Addison, TX 75001 www.nationallife.com

Conference AttendeesJim Carroll, Carl Lutz

National Life Group is a diversified family of financial service companies that offer a comprehensive portfolio of life insurance, annuity and investment prod-ucts to help individuals, families and businesses pursue their financial goals.

Financial success and security doesn’t just happen. It takes planning, com-mitment and money. Today, retirement may seem far off for many people, but for some it is right around the corner. Through the years, we have helped thousands of educators, non-profit and governmental employees save for retirement. Today, we continue to work with more than 7,000 school districts and non-profit organizations to provide employees with products that offer safety and guarantees.

Nelnet Business Solutions 2802 N. Surrey Dr. Carrollton, TX 75006 www.nelnet.net

Conference AttendeesJames Stephens, Bob Gentile

Nelnet Business Solutions (NBS) provides tuition management services for K-12 schools, campus commerce solutions for higher education institutions, and payment processing solutions for municipalities. Their comprehensive suite of services includes automated billing and payment processing, com-merce management, tuition payment plans, financial aid assessment, cashier-ing solutions, and student refunds. These services are used by approximately 700 higher education campuses, 5,500 K-12 schools, nearly 2 million students and families nationwide, and 85 municipality locations.

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

Conference AttendeesDion Papafote, Jennifer Meza

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, administer-ing 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.

Parsons Commercial Roofing P.O. Box 2135 Waco, TX 76702 www.parsons-roofing.com

Conference AttendeesPhil Gustafson, Robert Tindle, Heather Lloyd

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 build-ings, totaling over 2700 roofing projects and over 45 million square feet!We have been the Duro-Last National Contractor now for 7 years in a row. We couldn’t have done this without the hard work and dedication of our employ-ees. We all believe in the same thing and that is TEAM WORK. Each week we hold meetings to discuss our goals and what needs to be done so that we are the best roofing company out there and that we do what it takes to get the job done and satisfy our customers.

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

Conference AttendeesKen Couch, Barry Baughier

PFM opened its first office in Philadelphia in 1975 with a staff of five. From the very beginning, Public Financial Management, Inc. had a distinct advantage over the competition: we understood the need for a financial services firm exclusively for the benefit of government and not-for-profit clients. Thanks to an unwavering commitment to outstanding service and serving the client’s interest above all else, PFM has grown into one of the nation’s leading inde-pendent municipal finance advisors.

Rapid Power Management, LLC 19111 North Dallas Parkway, Suite 125 Dallas, TX 75287 www.rapidpower.net

Conference AttendeeLake Scalise

Rapid Power Management has established a reputation as a trusted energy advisor for leading companies in a wide range of industries. We work hard to learn our customer’s needs, and use an educational approach to develop cus-tom solutions for our client base. We are your partner for energy procurement, power factor correction, lighting retrofits and energy engineering services.

RBC Capital Markets 200 Crescent Court, Suite 1500 Dallas, TX 75201 www.rbccm.com/highered

Conference AttendeesMatt Boles, Clarence Grier

RBC Capital Markets is a leading financial advisor and underwriter to Texas mu-nicipalities and Higher Education is one of our core specialty banking practices. Our team delivers a full complement of products and services, local expertise, and exceptional service and execution to college and university clients nation-wide. The projects that we have financed range from academic and research buildings, to student and athletic facilities to technology and infrastructure improvements.

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SSC 1845 Midpark Road, Suite 201 Knoxville, TN 37921 www.sscserv.com

Conference AttendeesLindsay Taylor, Bennie Montgomery

The appearance and cleanliness of your facilities is paramount is to the overall image of your institution and the safety of your faculty and students. First impressions last and it’s vital that all aspects of your facilities are looking their very best to prospective and current students, faculty, and staff. We’re able to call on 40+ years experience to produce higher-quality results, create efficient staffing models, and achieve significant cost savings that can be reinvested into your core functions and create an ideal learning environment.

TACC Purchasing Network 1304 San Antonio, Ste. 201 Austin, TX 78701 www.tacc.org

Conference AttendeeCharlie Oberrender

The Texas Association of Community Colleges (TACC) is a non-profit associ-ation that includes all 50 public community college districts in the state. The General Appropriations Bill and legislation affecting public community col-leges in general have been and remain the principal concerns of TACC. The community colleges of Texas understand that the most critical part of their mission focuses on the success of the students who seek educational oppor-tunities at our institutions.

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Texas Association of Public Schools Property & Liability Fund 342 Woodlawn Ave., Ste. 300 San Antonio, TX 78212 www.tapsplf.org

Conference AttendeePatricia Hagan

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, commu-nity colleges and education service centers.

TAPS will be a risk management partner with our members. We will be an active community of like-minded entities, with TAPS’ stakeholders working to-gether for the long run to manage risks, control losses, and minimize the costs to our members and association.

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

Conference AttendeeStacy Dyer

As a long-standing member of the academic community, Texas Book Com-pany 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 Book Company’s Wholesale Division provides universities and colleges a comprehensive used textbook program, which in turn, earns maximum prof-its for bookstores. Beginning with a nucleus of Texas bookstores, the compa-ny has grown to serve 2,000 stores in 50 states.

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

Conference AttendeesChris Scott, Keith Dickson

TG’s HigherEDGE® Default Aversion Solutions is a comprehensive, fee-based service designed to help schools manage their cohort default rates (CDRS) and prevent federal student loan borrowers from defaulting on their Title IV student loans. We provide your school with flexible outsourcing options that maximize efficiencies, reduce administrative burden, and are cost-effective.

Services include: evaluating your institution’s existing default aversion practic-es; providing guidelines for increasing campus-wide involvement and estab-lishing an institutional default management committee; delivering affordable and flexible call center services for borrowers in their grace period and repayment; and supplying resources for compliance with federal statutory and regulatory requirements applicable to default aversion and CDR management.

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Exhibitors

Amerex Energy Consulting One Sugar Creek Center Blvd. #700Sugar Land, TX 77479 www.amerexenergy.com

Conference Attendee Chris Elliott

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

Baer Engineering & Environmental Consulting, Inc.7756 Northcross Drive, Suite 211Austin, TX 78757 www.baereng.com

Conference Attendee John Klingler

Baer Engineering currently provides civil, environmental, facilities and water resources engineering services; and geological, biological, environmental and industrial hygiene consulting services to municipal, state and federal agencies; light and heavy industries; residential and commercial developers; lending and learning institutions; and many prime architectural-engineering firms.

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

Conference Attendee Ben Dixon

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.

Blackboard, Inc.22601 North 19th Ave., Suite 130Phoenix, AZ 85027 www.blackboard.com

Conference Attendee Danny Johnson

Our goal is to make learning more desirable, accessible, and meaningful for learners. By doing this, we have a shared sense of purpose with teachers, administrators and leaders at all levels that are working to improve out-comes for learners.

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Cardno ATC3626 Westchase DiveHouston, TX www.cardno.com

Conference Attendee John Coll

Cardno is an ASX-200 professional infrastructure and environmental services company, with expertise in the development and improvement of physical and social infrastructure for communities around the world. CCBO (Community College Business Officers)3 Boar’s Head Lane, Suite BCharlottesville, VA 22903 www.ccbo.org

Conference Attendee Lillian De Lisle

CCBO is committed to providing educational and professional support, networking opportunities, and timely trend and demographic information for business officers representing community colleges and community college system offices in the US and in Canada.

E&I Cooperative Services2 Jericho Plaza, Suite 309Jericho, NY 11753 www.eandi.org

Conference Attendees Sue Peters, Paul Harris

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

Entech Sales & Services, Inc.1714 Higgins LaneHaltom City, TX 76111 www.entechsales.com

Conference Attendee Eric Robb

Entech consists of several cohesive business groups working together to provide services for commercial and industrial buildings.

Ferrilli414 W. State St.Media, PA 19063 www.ferrilli.com

Conference Attendee Christopher Adams

Taking a strategic, holistic campus view, our services range from value-added data solutions to broad-based student services.

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

Conference Attendee Trent Toon

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

Follett Higher Education Group, Inc.3 Westbrook Corporate Center, Suite 200Westchester, IL 60154 www.follett.com

Conference Attendee Alan Stratman

We are higher education’s leading campus retailer and largest wholesaler, pro-viding custom solutions for both local and online campus store operations.

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

Conference Attendee Bill Dickenson

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

Global Asset1815 Monetary LaneCarrollton, TX 75006 www.globalassetonline.com

Conference Attendee Tom Earley

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

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

Conference Attendee Rachael Jennings

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

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

Conference Attendee Dave Prewitt

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

Officewise Furniture & Supply1212 Avenue JLubbock, TX 79401 www.officewiseco.com

Conference Attendee Tommy Sansom

Whether you’re setting up a new office, moving locations or just looking for a facelift, we have the specialized services to get it all done.

Official Payments, an ACI Company6060 Coventry DriveElkhorn, NE 68022 www.aciworldwide.com

Conference Attendee Bryan Carmichael

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

Penn Credit Corporation15950 N. Dallas Pkwy., Suite 400Dallas, TX 75248 www.penncredit.com

Conference Attendee Stephen Powelson

Penn Credit’s Educational Collections Program has all you need to strike a balance between maintaining a positive public image and collecting on what is owed.

Pest Management, Inc.1807 W. Slaughter Lane #100Austin, TX 78748 www.pestmanagementinc.com

Conference Attendee Sarah McElwee

Our professionally trained pest management specialists have the technical knowledge to solve any of your pest control needs, and the expertise to give you and your home or business the unique service it requires.

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

Conference Attendee Rosa Brown

The TASB Risk Management Fund is the premier provider of risk management services for school districts and educational entities in the state of Texas.

TCPN (The Cooperative Purchasing Network)11280 West RoadHouston, TX 77065 www.tcpn.org

Conference Attendee Rosann Cochran

This agency works with educators to deliver creative solutions that help schools to operate more efficiently and effectively.

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

Conference Attendee Bill Moritz

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

Three Rivers Systems, Inc.P.O. Box 4067Chesterfield, MO 63006 www.threerivers-cams.com

Conference Attendee Maureen Harrigan-Gaylord

Three Rivers Systems, Inc. is a privately owned company creating and delivering high-quality ERP solutions exclusively for higher education since 1985.

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

Conference Attendee Dirk Bravence

For more than two decades, institutions large and small have relied on TouchNet as an innovator and acknowledged leader in campus commerce.

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

Conference Attendee Bob Wooten

Tradition Energy is one of the world’s largest, independent full-service energy management consultants providing solutions to commercial and industrial businesses and governmental organizations.

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

Conference Attendee Jennifer Heckart

Serving millions of students and families over twenty-five years, Tuition Management Systems, part of The First Marblehead Corporation (NYSE: FMD), is committed to helping people afford education.

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

Conference Attendee Daniel Perry

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

U.S. Bank200 S. 6th StreetMinneapolis, MN 55402 www.usbank.com

Conference Attendee Tal Vaadia

The company operates 3,086 banking offices and 5,086 ATMs, and provides a comprehensive line of banking, brokerage, insurance, investment, mortgage, trust and payment services products to consumers, businesses and institutions.

Virco, Inc.P.O. Box 5000Conway, AR www.virco.com

Conference Attendee Jared Conner

At Virco, we’re committed to providing the best selection of Equipment for Educators.

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TACCBO 2013 Annual MeetingJune 14, 2013

The meeting was called to order by President Duane McNaney at 10:52 a.m. on Friday, June 14, 2013. Duane recognized the Victoria College host committee and the president-elect, Josette Shaughnessy for the excellent program.

A motion to approve the minutes of the 2012 TACCBO Business Meeting, as printed in the program, was made by Andra Cantrell and seconded by Fred Scott; motion carried.

The treasurer’s report was given by Jean McSpadden, the TACCBO Treasurer. The Audit Committee, comprised of Steve Williams, Patricia Claxton and Al Erdman, moved to accept that the 2012 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, Brenda Claxton, Audra Taylor and Teresa Green, presented the resolution giving thanks to the officers, the host committee, the program sponsors, and the exhibitors. The following retiring members of TACCBO were recognized: Terry Hanson and John Eastman. 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.

Keith Blundell discussed the updating of the By-Laws and the Constitution. A review of the current By-Laws and Constitution has been ongoing for the last year. The following are the respective updates:

By-Laws: changed the annual fee due date to September 30; left the definition of membership vague; and added the Past President to the TACCBO Executive Committee.

Constitution: updated the General Statement of Purpose to include “advancement of higher education”; deleted the language regarding associate membership from the Membership and Voting section.

A motion was made by Keith Blundell to amend the By-Laws and Constitution as written. The motion was seconded by Fred Scott; motion carried.

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

President Josette Shaughnessy President Elect Jean McSpadden Secretary Sarah Van Cleef Treasurer Diane Synder

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

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

There was no old or new business to discuss. Keith Blundell commented that all of the presentations that had been presented at the summer conference would be put on the website. Jean McSpadden requested any suggestions or ideas for program speakers for the summer conference of 2014 be forwarded her way. John Robertson introduced Ron Cambell, with CCBO (Community College Business Officers) and the chief executive officer of NACAS (Nation Association of College Auxiliary Services). This is the first time we have had a representative from that organization present at our summer conference.

John Robertson moved to adjourn the meeting at 11:22 a.m., seconded by Cindy Gilliam; motion carried.

Respectfully submitted,

Sarah Van CleefSecretary, TACCBO

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ASSETS Cash and Cash Equivalents $ 156,111.16 TOTAL ASSETS 156,111.16

LIABILITIES -NET ASSETS Net Assets-General Fund, Beginning Balance 136,476.06 Net Assets-General Fund, Current Year Change 19,635.10 TOTAL NET ASSETS $ 156,111.16

REVENUES Annual Member Dues $ 10,400.00 Annual Conference Member Registration Fees 29,365.00 Annual Conference Business Partners 96,582.50 CFO Meeting Registration Fees 1,730.00 Miscellanous Revenue .63 TOTAL REVENUE 138,078.13

EXPENDITURES Conference Expenses: Golf Tournament Expense 3,907.80 Family Night Expense 29,300.34 President’s Reception 13,847.00 Hotel Food Expense 26,454.26 Hotel Facilities and A/V Expense 15,630.74 HotelRoomsHosts,Officers,Speakers 2,930.93 SuppliesandMaterialsExpense 4,255.44 SpeakerExpense 4,853.66 SiteSelection/ConferenceProcessingExpense 5,086.85 Total Conference Expenses 106,267.02

CFO Meeting Expense 3,876.80 Website Expense 6,294.00 BankingandCreditCardProcessingExpense 2,005.21

TOTAL EXPENDITURES 118,443.03

Increase (Decrease) in Net Assets $ 19,635.10

Texas Association of Community College Business OfficersStatement of Financial Position

December 31, 2013

Statement of ActivitiesFor the Year Ended December 31, 2013

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CASH FLOWS FROM OPERATING ACTIVITIES Receipts from Members and Business Partners 136,348.13 PaymentstoSuppliersforGoodsandServices (118,443.03) Net Cash Provided (Used) by Operating Activities 17,905.10

INCREASE (DECREASE) IN CASH DURING YEAR 19,635.10CASH AT BEGINNING OF YEAR 136,476.06CASH AT END OF YEAR 156,111.16

RECONCILIATION OF CHANGE IN NET ASSETSTO NET CASH PROVIDED (USED) BY OPERATING ACTIVITIES Change in Net Assets 19,635.10 Change in Accounts Receivable - Change in Accounts Payable - Net Cash Provided (Used) by operating Activities $ 19,635.10

Statement of Cash FlowsFor the Year Ended December 31, 2013

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