wranglin fffiyour government s finances · 2018. 11. 1. · marc gonzales (right), gfoa president...
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WRANGLIN ' YOURGOVERNMENT’S FINANCES
GFOAT Spring Institute ê April 9-11, 2o17
PFIA Workshop ê April 11–12, 2o17
RENAISSANCE AUSTIN HOTEL
FINAL PROGRAM
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AgendaUnless otherwise noted, all conference events will be held at the Renaissance Austin Hotel (9721 Arboretum Blvd. • Austin, Texas).
Wranglin’ Your Government’s Finances offers the opportunity for not only technical training in current topics, but also the opportunity to network with peers. The value gained by being a PART OF the conference is fundamentally invaluable in being a more effective leader in your organization.
Sunday, April 98:00 a.m. Bruce Testa Semiannual Golf Outing
Star Ranch Golf Club (2500 FM 685, Hutto, TX 78634)
10:00 a.m.–Noon Certified Government Finance Officer (CGFO) Exam Study Group [Sabine – Lower Level]
Committee MeetingsShow your commitment to GFOAT and your career; attend a committee meeting and get involved. The informal nature of these meetings allows you to experience more than one committee. You can pick the committee that suits you best.
Noon–1:30 p.m. CGFO Committee (Restricted to CGFO members only) [Guadalupe]
1:00–3:00 p.m. Conference Planning Committee [Wedgwood Ballroom]
1:30–3:00 p.m. Ethics Committee [Canadian Boardroom]
FRRR Committee [Colorado Boardroom]
Membership Committee [Pecos – Lower Level]
Legislative Committee [Bosque]
Communications Committee [Frio]
Scholarship, Fellowship, and Foundation Committee [San Marcos – Lower Level]
1:30–6:00 p.m. Registration [Lobby Booth]
3:00–5:00 p.m. GFOAT Executive Board Meeting [Wedgwood Ballroom]
2:00–4:30 p.m. CGFO Testing [Brazos]
5:00–6:30 p.m. Welcome Reception [Glass Oaks Ballroom]
8:30 p.m.–Midnight Texas Hold’em [Treehouse Kitchen Restaurant/Bar]A donation of $25 dollars to the GFOAT Foundation will be taken at the door.
ê$25 Donationê
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Monday, April 107:00–7:55 a.m. Networking Breakfast (0.0 CGFO/CPE) [Rio Grande Exhibit Hall B – Lower Level]
This breakfast buffet is for all conference attendees.
7:00 a.m.–5:00 p.m. Registration [Lobby Booth]
8:00–9:15 a.m. Welcome and Opening General Session (1.5 CGFO/CPE) [Ballroom A]Legislative UpdateBennett Sandlin (left), Executive Director, Texas Municipal League
National UpdateMarc Gonzales (right), GFOA President and Director, Department of Finance, Clackamas County, Oregon
Moderator: GFOAT President Clifford Blackwell III, Interim Assistant City Manager, City of Bedford
9:30–10:25 a.m. CONCURRENT SESSIONS (1.0 CGFO/CPE)
GFOAT—Learning the Ropes [Sabine – Lower Level]Come meet the GFOAT leadership and learn about the association. In this session, you will learn about the history of GFOAT and what each committee’s purpose is. Learn what GFOAT can do for you and how you can get involved. GFOAT needs YOU!
GFOAT Board of Directors
Purchasing 101: The Basics [Ballroom A]Learn the foundation of purchasing laws, procedures, and terminology. What are HB 23 and HB 1295, and what does your entity need to do to comply? What does the Texas Local Government Code say about purchasing? What is the difference between a bid, RFP, and RFQ, and what are the pitfalls if you reject one of these? What is a HUB and how do you find vendors that qualify as a HUB? Learn the answers to these questions and more.
Diane Palmer-Boeck, CPPO, CPPB, Director of Procurement and Project Management, City of Plano
TMRS Update (repeated at 10:45 a.m.) [Wedgwood Ballroom]The Texas Municipal Retirement System (TMRS) really is different from most of the systems you read about in the press. Come get an overview of how TMRS works and how your city’s pensions are managed.
David Rodriguez, Senior Regional Manager-City Services, Texas Municipal Retirement System (TMRS); Rhonda Covavrubias, Director of Finance, Texas Municipal Retirement System (TMRS); and Robert B. Scott, Assistant City Manager/Chief Financial Officer, City of Carrollton
Legal Framework for Adopting a City’s Budget and Property Tax Rate (repeated at 10:45 a.m.) [Ballroom B]This talk is an introduction to the legal framework and process for adopting a city budget and property tax rate. We will walk through the three applicable statutes. We will also talk about the timing of notices and hearings, and discuss some practical tips that should help your city follow the process properly.
Leela Fireside, Assistant City Attorney, City of Austin
TOPICS AND SPEAKERS NEEDED
We are seeking ideas and speaker suggestions for upcoming events.
Submission deadline is May 15, by 5:00 p.m. GFOAT Fall Conference
November 1–3, 2017 Westin Riverwalk Hotel
[ San Antonio ]
GFOAT Spring Institute April 15–17, 2018
Renaissance Austin Hotel [ Austin ]
www.gfoat.org/ topic-proposal-form
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experience responsiveness
BKD National Governmental Group
We do what we say we will. It’s that simple. At BKD, our professionals have a reputation for being dependable, timely and attentive. We assist approximately 220 Texas governmental entities with a variety of services in audit and assurance, technology, operations, risk management, sustainability and strategic positioning. Experience how our unmatched client service can help keep your organization headed in the right direction.
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Monday, April 1010:25–10:45 a.m. Refreshment Break/Sponsor Networking
10:45 –11:40 a.m. CONCURRENT SESSIONS (1.0 CGFO/CPE)
TMRS Update (repeated from 9:30 a.m.) [Wedgwood Ballroom]The Texas Municipal Retirement System (TMRS) really is different from most of the systems you read about in the press. Come get an overview of how TMRS works and how your city’s pensions are managed.
David Rodriguez, Senior Regional Manager-City Services, Texas Municipal Retirement System (TMRS); Rhonda Covavrubias, Director of Finance, Texas Municipal Retirement System (TMRS); and Robert B. Scott, Assistant City Manager/Chief Financial Officer, City of Carrollton
Legal Framework for Adopting a City’s Budget and Property Tax Rate (repeated from 9:30 a.m.) [Ballroom A]This talk is an introduction to the legal framework and process for adopting a city budget and property tax rate. We will walk through the three applicable statutes. We will also talk about the timing of notices and hearings, and discuss some practical tips that should help your city follow the process properly.
Leela Fireside, Assistant City Attorney, City of Austin
Women in Government: Stories to Share [Ballroom B]From the co-creator of Democracy at the Doorstep, Too (ICMA 2012), Ms. Byrne-Vossmer will share stories compiled from women in local government leadership roles. Adding clips from her colorful 30-year career in the field, from unusual work challenges and personal growth opportunities, Ms. Daly will join her to reinforce our notion that there’s never a boring moment in public administration. As seasoned city managers, including leadership roles in the Texas City Management Association (TCMA) and the International City/County Management Association (ICMA), their unique styles will provide an opportunity for GFOAT members to join in with their own stories to share.
Melissa Byrne-Vossmer, City Manager, City of Ingleside; and Karen Daly, ICMA Mountain Plains Regional Director
11:45 a.m.–12:45 p.m. Networking Lunch and Sponsor Recognition [Rio Grande Exhibit Hall B – Lower Level]
1:00–2:15 p.m. Business Meeting and General Session (1.5 CGFO/CPE) [Ballroom A]Presiding: GFOAT President Clifford Blackwell III, Interim Assistant City Manager, City of Bedford
Memory PowerIf there were a magic pill that would improve your memory, would you take it? Fortunately, you don’t need to. This fun and interactive session shows you how to build a mental filing system by applying new information to what you already know. The results are astonishing as you discover the power of your brain. You’ll learn techniques on organizing your thoughts and gaining control of your day without the fear of forgetting. When you’re skilled in memory, all of your other skills get better.
Paul Mellor, Author and Speaker, Success Links
PUBLIC FUNDS INVESTMENT ACT (PFIA) WORKSHOPWedgwood Ballroom
PART ITuesday, April 11 • 12:30–5:30 p.m.Come early for lunch, served at noon in the meeting room.
PART IIWednesday, April 12 • 9:00 a.m.–2:00 p.m.
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Monday, April 102:15–2:30 p.m. Refreshment Break/Sponsor Networking
2:30–3:45 p.m. CONCURRENT SESSIONS (1.5 CGFO/CPE)
Depository Contracts (repeated Tuesday at 9:20 a.m.) [Wedgwood Ballroom]This session will cover the “how to” on preparing good depository RFA’s, what is required in Chapter 105 and the PFCA, how to manage the process, how to evaluate completely, and best practices. It will also cover what your contract should include for your safety and to avoid future surprises. Transition do’s and don’ts and the new account structure you need to consider under the new rate and bank conditions as well as lessons learned will also be covered in this in-depth review.Linda Patterson, President, Patterson and Associates
Recruiting, Coaching, and Developing the Next Generation of Finance Directors [Ballroom B]This session looks at the challenges of recruiting key finance staff and preparing yourself or your top staff to be ready for those positions. The three panelists share the challenges, trends, first-hand experiences, and observations from both the city manager and executive recruiter perspective on finding and hiring top level finance staff.Chris Hartung, President, Chris Hartung Consulting LLC; David Morgan, City Manager, City of Georgetown; and Katie Corder, Senior Vice President, Executive Search, Strategic Government Resources
How To Remember Names and Other Important Stuff [Ballroom A]In today’s business world, having the ability to remember names and faces, beat absent-mindedness, and recall facts and figures puts you at the head of the pack. In this fast-paced program, you’ll learn skills for recalling names, speaking without notes, and staying on task utilizing effective time management skills. You can improve your memory. This session shows you how.Paul Mellor, Author and Speaker, Success Links
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Monday, April 10
4:00–5:00 p.m. CONCURRENT SESSIONS (1.0 CGFO/CPE)
Bonds 101—Introduction to Municipal Bond Market [Ballroom B]This session is designed to introduce the procedures of bond issuance in Texas, types of debt, who is involved, their role, and the more important legal aspects of a bond sale. Attendees will leave with a basic understanding of the complexities behind the issuance of municipal bonds.
Jason Hughes, Managing Director, FirstSouthwest, A Division of HilltopSecurities; and Jeff Gulbas, Partner, McCall, Parkhurst & Horton LLP
The Never Ending Stampede of GASB Statements [Ballroom A]Come learn about the GASB statements going into effect this fiscal year and next. Also, hear about the current projects being deliberated and how they will affect your organization.
Robert B. Scott, Assistant City Manager/Chief Financial Officer, City of Carrollton
Hot Topics [Sabine – Lower Level]A conference favorite, this session gives you a chance to pick the topic and get your issues on the table. We use this time to exchange ideas, discuss emerging issues and trends, and generally just hear from you.
Moderators: Martie Simpson, Director of Finance, City of New Braunfels; and Courtney Sladek, Finance Director, City of El Campo
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Monday, April 107:00–9:30 p.m. Live Music from Wade Bowen (performance starts at 7:30 p.m. sharp) [Glass Oaks Ballroom]
Make plans to have dinner on your own, then join us for a fabulous acoustic performance from Wade Bowen in the Glass Oaks Ballroom. Desserts and cash bar will be provided.
Make sure to pick up your wristband for admittance at the GFOAT registration desk.
Tuesday, April 117:00–8:00 a.m. Networking Breakfast (0.0 CGFO/CPA) [Rio Grande Exhibit Hall B – Lower Level]
This breakfast buffet is for all conference attendees.
8:10–9:05 a.m. CONCURRENT SESSIONS (1.0 CGFO/CPE)
Ethical Policies—Creating Your Branding Iron [Sabine – Lower Level]This session will show you how to create a strong and complete ethics policy for your organization.
Miykael Reeve, CGFO, Director of Finance, City of Red Oak
Debt Transparency Legislation and Reporting [Ballroom A]This session will provide an overview of the State’s debt reporting requirements of HB 1378 enacted during the last legislative session: what data to file, where and how to file it, and when it is due. We will also have an update on new debt-related legislation proposed in the current legislative session.
Haley Wynn, Transparency Manager, Texas Comptroller of Public Accounts; and Laura Slaughter, Executive Director, Municipal Advisory Council of Texas
CAFR Blunders [Ballroom B]What are the most common mistakes made in comprehensive annual financial reports? This session will tell you what those mistakes are and how to avoid them.
Robert B. Scott, Assistant City Manager/Chief Financial Officer, City of Carrollton
9:20–10:35 a.m. CONCURRENT SESSIONS (1.5 CGFO/CPE) (continued on page 12)
Bonds 102—A Deeper Dive into the Municipal Bond Market [Ballroom A]This session will be a follow up to the Bonds 101 session and will provide more detail on the mechanics and timeline of the bond sale process, what types of investors buy municipal bonds and how that affects the interest rate, and legal issues affecting the sale and ongoing debt administration procedures after the bond sale.
Jason Hughes, Managing Director, FirstSouthwest, A Division of HilltopSecurities; Jeff Gulbas, Partner, McCall, Parkhurst & Horton LLP; and Kim Edwards, Managing Director, Piper Jaffray & Co.
Implementing Automated Meter Infrastructure (AMI) Systems [Ballroom B]This presentation will provide insight into the AMI implementation process from the perspective of two Texas cities. The cities of Burnet and Cedar Hill have recently acquired, implemented, and are operating AMI systems. The presenters will offer insight into the rationale for acquiring their respective systems, the benefits and challenges of both the implementation and daily operations, and the lessons learned as a result of their experience.
Micki Rundell, Governmental Finance Liaison, FATHOM; David Vaughn, City Manager, City of Burnet; and Joe Komisarz, Utility Services Manager, City of Cedar Hill
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J.P. Morgan is proud to support GFOA Texas. Like the GFOA, J.P. Morgan is dedicated to helping local, regional and state government organizations meet the continuing challenges facing the public sector.
For more information, please contact Reggie Peppers, Managing Director at [email protected] or visit jpmorgan.com/cb/government
© 2016 JPMorgan Chase Bank, N.A. Member FDIC. “Chase” is a marketing name for certain businesses of JPMorgan Chase & Co. and its subsidiaries (collectively, “JPMC”). 256987
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Tuesday, April 11
9:20–10:35 a.m. CONCURRENT SESSIONS (continued from page 10)
Depository Contracts (repeated from Monday at 2:30 p.m.) [Sabine – Lower Level]This session will cover the “how to” on preparing good depository RFA’s, what is required in Chapter 105 and the PFCA, how to manage the process, how to evaluate completely, and best practices. It will also cover what your contract should include for your safety and to avoid future surprises. Transition do’s and don’ts and the new account structure you need to consider under the new rate and bank conditions as well as lessons learned will be covered in this in-depth review.
Linda Patterson, President, Patterson and Associates
Fraud and Embezzlement—Is My City at Risk? [Wedgwood Ballroom]Anthony will share insights from the 2016 Report to the Nations on Occupational Fraud and Abuse. This study, published by the Association of Certified Fraud Examiners (ACFE), highlights the economic threats posed by fraud and just how prevalent it is in governmental entities. He will also share examples of fraud investigated by his group and how data analytics can mitigate the risk of fraud through early detection.
Anthony DeBenedictis CPA, ABV, CFF, CGMA, CFE, Director Forensics & Valuation Services, BKD
10:35–11:00 a.m. Refreshment Break/Sponsor Networking
11:00 a.m.–Noon Closing Session (1.0 CGFO/CPE) [Ballroom A]State of Texas EconomyGet an overview of the Texas economy and what the Federal Reserve Bank foresees over the next twelve months.
Amy Jordan, Assistant Economist, Federal Reserve Bank of Dallas
Moderator: GFOAT President Clifford Blackwell III, Interim Assistant City Manager, City of Bedford
Noon Adjourn
We look forward to seeing you at the GFOAT Fall Conference on November 1–3 in San Antonio!
MARK YOUR CALENDARand SAVE THE DATES
GFOAT Fall ConferenceNovember 1–3, 2017
Westin Riverwalk Hotel, San Antonio
GFOAT Spring InstituteApril 15–17, 2018
Renaissance Austin Hotel, Austin
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GFOAT PAST PRESIDENTS2016 Michael Rodgers, Webster
2015 Bret W. Starr, Irving
2014 Don Jennings, Perryton
2013 Kent R. Austin, Prosper
2012 Corrine L. Steeger, Dallas
2011 Kent Pfeil, Richardson
2010 Micki Rundell, Georgetown
2009 Karen Rhodes-Whitley, Plano
2008 Max Duplant, Irving
2007 Steve Williams, Conroe
2006 Roger Roecker, Friendswood
2005 Jerry Dale, McAllen
2004 Cynthia Alexander, La Porte
2003 Diana Ortiz, Denton
2002 Rosie Vela, Richardson
2001 Anita Thetford, Hurst
2000 Charles S. Cox, Farmers Branch
1999 Kathy DuBose, Denton
1998 Nell Lange, McKinney
1997 Lou Ann Heath, Southlake
1996 Jeff Litchfield, La Porte
1995 Charles Windwehen, Victoria
1994 Wayne Usry, Grand Prairie
1993 David Wright, Abilene
1992 Debra Forte, Euless
1991 Jorge Cruz-Aedo, Temple
1990 A. Judson Bailiff, Fort Worth
1989 Fred Werner, Wichita Falls
1988 Ralph Ellis, Irving
1987 Susanne Barnett, Sugar Land
1986 Joel Victory, Cleburne
1985 Dan Parker, Richardson
1984 Philip B. Scheps, Austin
1983 Dale Schultz, Hurst
1982 Morris Matson, Fort Worth
1981 J. Robert Massengale, Lubbock
1980 Glenn Harriss, Grand Prairie
1979 Norman E. Huggins, Plainview
1978 Roy L. McDaniel, Abilene
1977 Bill Avery, Beaumont
1976 Carl L. White, San Antonio
1975 Monty C. Nitcholas, Austin
1974 James H. Lowery, Port Arthur
1973 Sterling K. Miller, Lubbock
1972 Johnny K. Richardson, San Angelo
1971 Norman Barker, Austin
1970 Harold F. Zick, Corpus Christi
1969 Bennett R. Bolen, San Antonio
1968 Keith Reed, Arlington
1967 Fred D. Winter, Beaumont
1966 David F. Swenson, Yoakum
1965 C.C. Morphis, Fort Worth
1964 Earl Chandler, Denton
1963 James C. Kite, Tyler
1962 Donald K. Martin, Mesquite
1961 R. Lucas, Harlingen
1960 C.F. Craig, Denison
1959 James N. Nugent, Denison
1958 Charles F. Bissett, San Antonio
1957 Marshall Bromley, Abilene
1956 J.A. Johnson, Grand Prairie
1955 Alfred P. Couch, Lubbock
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“Bank of America Merrill Lynch” is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., member FDIC. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation (“Investment Banking Affiliates”), including, in the United States, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp., both of which are registered broker-dealers and members of SIPC, and, in other jurisdictions, by locally registered entities. Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp. are registered as futures commission merchants with the CFTC and are members of the NFA. Investment products offered by Investment Banking Affiliates: Are Not FDIC Insured • May Lose Value • Are Not Bank Guaranteed. THE POWER OF GLOBAL CONNECTIONS is a trademark of Bank of America Corporation, registered in the U.S. Patent and Trademark Office. ©2014 Bank of America Corporation 10-14-0580
future stateAdvancing public sector goals and the greater good
through integrated financial solutions.
baml.com/publicsector
Government & Institutional Banking
We’ve got you covered Wells Fargo Government & Institutional Banking is a specialized business with professionals who are experienced in understanding the unique challenges faced by all types of government organizations. From raising capital and managing assets to increasing operational efficiencies and managing risk, Wells Fargo offers the right combination of services to help you achieve your goals. Let us put the knowledge gained from experience to work for you.
Commercial banking products and services are provided by Wells Fargo Bank, N.A. Investment banking and capital markets products and services are provided by Wells Fargo Securities, and are not a condition to any banking product or service. Wells Fargo Securities is the trade name for certain securities-related capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, member NYSE, FINRA, NFA, and SIPC, and Wells Fargo Bank, N.A., acting through its Municipal Products Group. Municipal derivatives services are provided by Wells Fargo Bank, N.A., a swap dealer registered with the CFTC and member of the NFA.
© 2017 Wells Fargo Bank, N.A. All rights reserved. Member FDIC. IHA-3772551
To learn more, contact:Tim KreitzerGovernment & Institutional Banking281-652-4025
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Increasing costs and conservation efforts pressure water utilities to do more with less. The FATHOMTM suite of software and services enables water utilities to do just that, all while
maximizing revenue, minimizing debt and often times paying for itself. Now utilities of all sizes can hit a homerun by increasing revenue,
decreasing costs and delighting customers.
Start capturing all the revenue you deserve. Contact FATHOM today.
DON’T LET YOUR REVENUE STREAM STRIKEOUT.
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T H E R E I S S T R E N G T H I N N U M B E R S
A Proud Sponsor of the GFOAT Spring Institute.
Fathom GFOAT 1/4 pg ad.indd 1 3/11/16 5:27 PM
Municipal Advisory Council of Texas
The MAC is the only source, in Texas, of comprehensive financial information regarding municipal debt issuers. Its information services provide benefits to issuers, broker-dealers, investors, state government and the citizens of Texas.
Sign up to receive Free Issuer Access https://mactexas.com/IssuerAccess/Email/
Available Under Issuer Access: • Post your IRMA letter • Download Detailed Debt Transparency Information • View Outstanding Debt • Monthly Sales Tax Data & Charts • Document repository (audits, official statements, disclosure filings…) • Access your most recent Texas Municipal Report
www.mactexas.com
Our experts lead government clients through technology change with an independent, objective perspective.
IT STRATEGIC PLANNING
SYSTEMS PLANNING & SELECTION
PROJECT MANAGEMENT
GAININSIGHT
Learn more. Contact Chad [email protected]
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Piper Jaffray is proud to sponsor the
2017 GFOAT Annual Spring ConferencePiper Jaffray is a leading investment bank and asset management firm serving clients in the U.S. and internationally.
Kim EdwardsSenior Vice PresidentAustin+1 512 514-6430 [email protected]
Tim KelleyManaging DirectorSan Antonio+1 210 733-0895 [email protected]
Kit CaldwellManaging DirectorHouston+1 505 563-5860 [email protected]
Jason JeansonnePrincipalHouston+1 713 343-3915 [email protected]
For more information, visit piperjaffray.com or call 713 655-8600.
Since 1895. Member SIPC and NYSE. © 2017 Piper Jaffray & Co. 2/17 CM-17-0131
Public Finance, Financial Advisory Services,Underwriting & Trading,
Institutional Sales
(512) 794-9100
(214) 765-1400
(214) 765-1472
(210) 832-9760
www.samcocapital.comMEMBER FINRA/SIPC
How will GASB 75 affect your opeb liabilities?
Mitch Barker at 800.540.6369 x116; [email protected]
Don Paschal at 214.726-6559; [email protected]
© 2017 Public Agency Retirement Services (PARS). All rights reserved.
With the implementation of GASB Statement 75 this year, OPEB (retiree healthcare) liabilities will be recorded front and center on your balance sheet.
By prefunding (setting money aside) in an IRS-approved/GASB compliant trust, you can:
• Lower unfunded liabilities by 30-40% on financial statements
• Qualify for a higher discount rate
• Benefit from potential greater portfolio returns, by investing in a diversified strategy with risk tolerance level that you control
• Access funds at any time to pay retiree healhcare expenses
Over 250 agencies have chosen the PARS OPEB Trust to prefund their OPEB obligations. Don’t wait until your liabilities go up before getting started. For more information, contact:
Years of Management Consulting42MGT
FINANCIAL SERVICES
Cost Allocation PlansTitle IV (D) ClaimsUser Fee StudiesMandated Costs (SB 90)Jail Rate StudiesIndirect Cost Rate ProposalsUtility Rate Forecasting
Our Experience + Commitment= Your Satisfaction
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Credit Ratings For The Public Sector
spglobal.com/ratings
Talk to Us
South Central and SoutheastMichelle [email protected]
The analyses, including ratings, of S&P Global Ratings are opinions and not statements of fact or recommendations to purchase, hold, or sell securities. They do not address the suitability of any security, and should not be relied on in making any investment decision. S&P Global Ratings does not act as a fiduciary or an investment advisor except where registered as such.
stwINC
STW, Inc. provides governmental entities Enterprise Resource Planning (ERP) software for financial management utility billing and HR components. Our core focus has always been to provide software solutions to the Texas market.
Stifel’s Public Finance professionals specialize in helping state and local government agencies raise capital to build and maintain essential infrastructure in the communities they serve. From some of the nation’s largest public states, cities and counties to rural school districts and small towns and nearly
everything in between, our municipal banking and underwriting groups work with public entities to develop and implement financing strategies that allow them to operate and optimize the important work they do.
Visit www.stifel.com/publicfinance or contact a member of our team for personalized service:
Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com/publicfinance
San Antonio 70 Northeast Loop 410, Suite 295
San Antonio, Texas 78216
Austin 9600 Great Hills Trail, Suite 150W
Austin, Texas 78759
Houston700 Louisiana Street, Suite 2350
Houston, Texas 77002
Nora W. ChávezManaging Director
Jim StewartManaging Director
Curt ShelmireManaging Director
Dedicated to public prosperity and growth since 1890.
Areas of Expertise Cities Utilities Counties Transportation K-12 School Districts Housing Authorities Universities Public & Private Tax Increment/Development Districts Community Colleges State Agencies
Oscar R. Cardenas Director
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TMRS is a statewide retirement system
established in 1947 that provides retirement,
disability, and death benefits for employees of
participating Texas municipalities.
WWW.TMRS.ORG
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Join Forces with Independent Public Funds Professionals to Achieve your
Cash and Investment Objectives.
www.valleyviewconsultingllc.com
Whitley Penn has provided audit services to Texas governmental entities for more than 30 years. Our partners have been recognized for their expertise and regularly conduct seminars on various governmental accounting, auditing, and financial reporting topics. Our experience serving as auditors for more than 75 governmental entities provides us with a database of best practices that we can draw upon to provide our clients with the highest value in advice and recommendations.
Auditing Services For:CountiesMunicipalitiesMunicipal Utility DistrictsSchool DistrictsHigher Education
whitleypenn.comDallas l Fort Worth l Houston
Utility Rate Studies
Capacity/Impact Fees
Economic and Fiscal Impact Studies
Cost Allocation Plans and User Fee Studies
Arbitrage and Continuing Disclosure Reporting
Financial & Economic Consulting
Comprehensive Innovative Trusted
Water
Wastewater
Electric
Natural Gas
Solid Waste
Stormwater
Dan V. Jackson Willdan Financial Services5500 Democracy Drive, Suite 130, Plano, TX 75024
www.willdan.com972.378.6588 | [email protected]
+1.888.275.3125
Financial andbudget reports withoutthe overtime.
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We’re a non-pro�t, for cities-by citieselectricity aggregator.
That means we’re not in it for the money,we’re in it for you, and only you.
tcaptx.com
E.A. SAndErS, CPACertified Public Accountant
www.easanderscpa.com
Elizabeth Sanders [email protected]
313 Enchanted drive, Enchanted Oaks TX, 75156P.O. Box 942, Sulphur Springs, TX 75483
903-451-6105
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Four Reasons Why You Should Get STARS:
2. View sales tax growth throughout fluctuating economic trends with our online analytics platform.
1. Drill down capabilities to view quarterly,monthly,and yearly tax results, including your top 100 performing businesses.
4. Retrieve reports and analysis for specific designated areas in your jurisdiction with our precise Geo Area Analysis. Export your reports to Excel or PDF for customized visualization.
3. STARS can be accessed from any device. We offer a secure platform that provides protection and confidentiality for your data by controlled user access and security protocols.
www.muniservices.com
VISUALIZE YOUR CITY’S GOALS
To learn more contact Amber Fitzgerald at 281-636-2095 for a demo today!
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SPECIAL Thanks to our sponsors
—PLATINUM LEVEL—• Belt Harris Pechacek, LLLP• BKD• BOK Financial Securities• FirstSouthwest, A Division of HilltopSecurities• FTN Financial (formerly Coastal Securities, Inc.) • MuniServices, LLC
—GOLD LEVEL—• BLX• CliftonLarsonAllen LLP• Crowe Horwath LLP• Enterprise Fleet Management• First Public/Lone Star Investment Pool• Gradient Solutions Corporation• JPMorgan Chase• LOGIC• McCall, Parkhurst & Horton, LLP• McConnell & Jones LLP • McCreary, Veselka, Bragg & Allen, P.C.• Moody’s Investors Service• NewGen Strategies & Solutions• Pattillo, Brown & Hill, L.L.P.• PFM Asset Management/TexasTERM• Regions Bank• Sales Tax Assurance LLC• Siemens• Texas CLASS• TexPool• TexSTAR• Tyler Technologies• Weaver• Wells Fargo Bank
—SILVER LEVEL—• American Fidelity Assurance Company• Bank of America Merrill Lynch• Berry Dunn • Capital One • Credit Systems International, Inc.• DataProse LLC• Davis Kinard & Co, PC
• Duncan-Williams, Inc.• Eddie Peacock, PLLC• Empower Retirement• FATHOM• Financial Northeastern Companies• Fitch Ratings• Gabriel, Roeder, Smith & Company• Great-West Life & Annuity• MAC of Texas• MGT of America, Inc.• PARS• Patterson & Associates• Piper Jaffray & Company• SAMCO Capital Markets• Sciens Consulting• Standard and Poor’s• Stifel, Nicolaus & Company, Inc.• STW• SunGard Public Sector• TML MultiState IEBP• TMRS• TriStem• U.S. Bank• U.S. Capital Advisors LLC• Valley View Consulting, LLC• Whitley Penn, LLP• Willdan• Workiva• ZacTax
—BRONZE LEVEL—• Fund Accounting Solution Technologies, Inc.• IPS Advisors• Linebarger Attorneys at Law• Carolyn Marshall, CPA• E. A. Sanders, CPA• TCAP• Texas Public Energy Alliance• TML Intergovernmental Risk Pool• Women in Public Finance – Texas Chapter