December 2010 Mid-Winter Conference

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About the Speakers

Dr. T. Richard Cheatham

Dr. T. Richard Cheatham has served as dean of the College of Fine Arts and Communication at Texas State University–San Marcos since 1985. The College of Fine Arts and Communication includes the School of Journalism and Mass Communication, School of Music, and Departments of Art, Communication Studies, and Theatre/Dance. Before becoming college dean, he chaired the Department of Speech Communication and Theatre Arts at Texas State from 1978 to 1985. He was associate chair of the Speech and Theatre Department at Texas Tech University from 1972 to 1975 and chair of the Tech Speech Communication Department from 1975 to 1978.

Dr. Cheatham holds both Master of Arts and Doctor of Philosophy degrees from Purdue University and a Bachelor of Arts from Wayland University. He has published more than 30 articles in professional journals and has co-authored two textbooks, Communication in Business, published by Prentice-Hall (now in its second edition), and The Police Officer’s Guide to Better Communication, published by Scott-Foresman. He is frequently called upon as an executive coach and as a speaker and workshop presenter in the areas of leadership, team building, change management and customer relations.

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Rob Coleman

Rob Coleman is the Manager of the Department of Fiscal Oversight in the Fiscal Management Division of the Texas Comptroller of Public Accounts, overseeing the Appropriation Control, Fiscal Analysis and Statewide ARRA Oversight sections. He started his state career in 1994 at the Comptroller’s office as an Appropriation Control Officer. Coleman was also manager of the Statewide Fiscal Section and then Assistant Manager of the Fiscal Systems Division. Prior to his current position, he was manager of the Statewide ARRA Oversight section. Coleman also worked for EDS and the University of Texas at Austin. As a member of EDS, he worked as a business analyst assisting in the implementation of the Uniform Statewide Accounting System for the State of Texas. He graduated from the University of Texas at Austin with a Bachelor of Business Administration degree.

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Don Green

Don Green has served as a Senior Advisor to Lieutenant Governor David Dewhurst since January 2009 working mainly on economic development and appropriations related issues. He also serves as the Lieutenant Governor’s representative on the Bond Review Board and Council on Competitive Government.

Green began his 30 year career in state government as a budget analyst with the Legislative Budget Board in 1979, advising the Texas Legislature on budget issues related to a diverse group of state agencies such as the Department of Mental Health and Mental Retardation, Department of Family and Protective Services, Department of Public Safety, Department of Transportation, Department of Agriculture and Animal Health Commission. From 1995-99, he served as the Chief Financial Officer for the Department of Mental Health and Mental Retardation, which at the time operated 30 state facilities with over 25,000 employees and had a biennial budget in excess of $ 4 billion.

From 1999-2003, he served as the Chief Financial Officer for the Health and Human Services Commission, which at the time had over 50,000 employees and a biennial budget in excess of $25 billion to run the state’s Medicaid and CHIP programs as well as other health care related programs.

From 2003-09, Green was the Director of Budget and Policy for Speaker of the House Tom Craddick and was responsible for advising members of the House on all budget and tax issues, including passage of a biennial appropriations bill in excess of $150 billion and a $16 billion package of property tax cuts and reform of the state’s business tax. The 2003 legislative session was particularly challenging in light of a $10 billion shortfall. Green served as the House budget liaison between the staffs of the Governor and the Senate.

He was elected by state employees as a trustee on the Employees Retirement System Board from 2001-09 and was responsible for managing the investments of a $25 billion trust fund as well as managing the state employee health care plan. He served as Chairman, Vice- Chairman and Chair of the Audit Subcommittee during his tenure on the ERS Board.

Green holds a Bachelor of Science in Economics and Accounting, Master of Business Administration and Master of Public Affairs from the University of Texas at Austin.

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Andy Homer

Andy Homer has been the Director of Government Relations for the Texas Public Employees Association since March 2000. Prior to joining TPEA, he worked for Public Strategies, Inc., an Austin-based strategic consulting firm. Homer acquired extensive legislative experience working in the Texas Senate for three Senators, including serving as Chief of Staff. He is highly respected for his broad public policy expertise in state finances, state employee issues, telecommunications and federal/state entitlement programs. Andy has a Master of Business Administration and Master of Public Affairs, both from the University of Texas at Austin.

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Ray Hymel

Ray Hymel is an independent governmental affairs specialist and skilled strategist who represents the legislative interests of the Texas Public Employees Association. As the former Director of Governmental Affairs for the Employees Retirement System, he is an expert on issues related to active and retired state employee benefits. In 1979, Hymel began his career in state government as a legislative assistant in the Texas Senate. He later served as staff director of the Interim Joint Select Committee on Employee Benefits. He graduated from the University of Texas at Austin with a bachelor’s degree in history and a master’s degree in government.

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Mike Morrissey

Mike Morrissey is Senior Advisor to Governor Rick Perry, a position held since June 2008. In this role, he focuses on implementing the Governor’s priorities. He also serves as the Governor’s Stimulus legislation point of contact to the federal government. He advises the Governor on all aspects of government operations, including policy matters of fiscal responsibility and efforts to make government more effective and transparent. Mr. Morrissey previously served as Director of the Budget, Planning, and Policy Division in the Governor’s office, where he was responsible for development, implementation, and long-range planning of the state’s $168 billion budget and policy initiatives.

From 1994-2001, Mr. Morrissey served as Director of Fiscal Policy for former Lieutenant Governor Bill Ratliff, as Budget Director for former Lieutenant Governor Rick Perry, and as Budget Director and Special Assistant to former Lieutenant Governor Bob Bullock. He also worked as legal counsel/budget examiner at the Legislative Budget Board from 1986 to 1994.

Mr. Morrissey holds a Bachelor’s degree in Economics from the University of Oklahoma and a law degree from the University of Arkansas. He is licensed to practice law in Texas. He is a graduate of the Governor’s Executive Development Program and in 2004 was named the Texas State Employees Association Administrator of the Year.

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Jennifer Paris

Jennifer Paris has served as a “go to” resource at the Comptroller of Public Accounts since 1993 for a myriad of state fiscal processes. She is recognized for her historical knowledge of state agencies, state expenditure laws, statewide accounting system functions and a variety of fiscal policies while working in both the Claims Division and the new Fiscal Oversight Department of the Fiscal Management Division for over 18 years.

Jennifer has managed numerous statewide projects including automating prompt payment interest, designing and assessing system controls, developing ARRA (stimulus) accounting policy and developing the Comptroller’s first recovery audit program. She has also served as a liaison to the State Purchasing group (currently TPASS) and is considered a friend of the state’s Vendor Advisory Committee since 2001.

Currently Jennifer is one of several experts in the Comptroller’s Fiscal Analysis group. She advises staff about fiscal policy, legislation, accounting system issues and expenditure-related issues. She also manages the state’s Event Trust Funds. In her endless quest for new things to know, she is learning about statewide budgetary issues and revenue policies of the state.

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Dr. Lloyd B. Potter

Dr. Lloyd Potter was appointed by the Governor to serve as the Texas State Demographer in May 2010. Dr. Potter also serves as Professor of Demography at the University of Texas at San Antonio (UTSA). He is Director of the Institute for Demographic and Socioeconomic Research and the Texas State Data Center at UTSA. Prior to this position, Dr. Potter served as the Director of the National Suicide Prevention Resource Center funded by the Substance Abuse and Mental Health Services Administration while working at the Education Development Center (EDC), Inc., in Newton, Massachusetts. While at EDC, he also served as Director of the Children’s Safety Network funded by the Health Resources and Services Administration. Prior to joining EDC, Dr. Potter managed the youth violence and suicide prevention efforts at the Centers for Disease Control and Prevention in Atlanta. His current work focuses upon training applied demographers in the area of public policy and health and conducting research on public policy and health related topics.

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Wayne Pulver

Wayne Pulver is an Assistant Director at the Legislative Budget Board (LBB), with functional oversight over the Criminal Justice and Data Analysis team and the budget teams for Health and Human Services, Public Safety and Criminal Justice, Natural Resources and Judiciary and General Government. He also serves as liaison to the House Appropriations Committee. Prior to this position, Pulver served as manager of the Estimates and Revenue Group at the LBB and Special Assistant to Lt. Governor Bullock. He also spent six regular sessions in various capacities with the New York state legislature, including Research Director at the New York State Legislative Tax Study Commission.

Pulver holds a Bachelor of Science in Economics from Siena College and a Master of Arts and Doctor of Philosophy in Public Sector Economics from the University of Notre Dame.

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Den Roenfeldt

Den Roenfeldt is a Senior Technology Delivery Partner with Deloitte Consulting LLP and currently serves as the engagement partner for the ProjectONE Financials project — an eight-year initiative to unify State of Texas agencies onto a single common financials, HR/ Payroll and purchasing platform.

Roenfeldt specializes in managing large complex Enterprise Transformation and Finance Transformation programs for clients. He has led multiple 250 to 450-person Enterprise Resource Planning (ERP) projects over the past 17 years in the Manufacturing, Energy and Public Sector industries using Oracle, PeopleSoft and SAP software. He has delivered 19 finance go-lives and 15 enterprise transformation go-lives. Current and past clients include Agilent Technologies, Amtrak, Boeing, Caterpillar, ChevronTexaco, Clorox, Estee Lauder, Johnson & Johnson, McKesson, Merial, Interpublic Group, Lockheed Martin, PacifiCorp, Tyson, the US Department of Health and Human Services, the US Postal Service and the State of Texas.

Roenfeldt has held multiple management roles in Deloitte, including leading the Federal ERP practice and the Southeast ERP practice. He is a national Quality & Risk Review partner. Prior to joining Deloitte Consulting LLP in 1994, he held multiple management positions with the Boeing Company across Finance, Supply Chain and Shared Services functions. He began his career as an auditor with Deloitte, passing both the CPA and CMA exams.

He is an avid cyclist and runner, and enjoys the outdoors — especially hiking and kayaking. He enjoys books, music, movies and travel. He and his wife greatly enjoy their four teenagers. Roenfeldt serves as a mentor to three students who are first in their family to attend college and is a board member of a non-profit natural sciences educational center.

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Kathie Schwerdtfeger

Kathie Schwerdtfeger is the leader of Deloitte & Touche’s Central Texas Advisory practice, where she provides leadership to a broad range of clients across Central and South Texas. She provides Internal Audit, Finance Transformation, and Governance, Risk and Control services to public sector clients across the United States. Schwerdtfeger serves as the National State and Local Government Industry Leader for the Internal Audit, and Governance, Risk and Regulatory Practices as well as the Leader of Grant Management and Higher Education Initiatives for State and Local Governments.

She is the AERS Lead Relationship Partner for the States of Texas, Louisiana, Colorado and New Mexico. She has more than 22 years of professional auditing experience conducting financial audits, compliance audits, fraud investigations, controls reviews and internal audits. Additionally, Schwerdtfeger has extensive experience in strategic planning, performancebased budgeting, financial reporting, grant management, enterprise risk management, control assurance and quality assessment. She has spent the majority of the past several years helping large public companies, state and federal agencies, universities and not-for-profit entities preparing for and complying with the requirements of the Sarbanes-Oxley Act, OMB Circular A-123 and other similar internal control requirements.

She is a graduate of Texas State University, a Certified Public Accountant and a member of the American Institute of CPAs, Texas Society of CPAs (TSCPA) and Institute of Internal Auditors (IIA). Schwerdtfeger is Vice Chairman of the IIA’s Global Public Sector Committee, member of the TSCPA’s Governmental Accounting and Audit Conference Committee, member of the Texas State University’s Department of Accounting Advisory Committee and the Texas Lutheran University Advisory Committee to the School of Business and a Board Member for Junior Achievement of South Texas and the Navarro Education Foundation. She is a frequent speaker on risk management, internal control, grant management, and internal audit related topics at various regional and national conferences.

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Ben Strauser

Ben Strauser is an Auditor for the Fiscal Management Division of the Texas Comptroller of Public Accounts where he conducts post-payment audits of agencies including stimulus funds. Prior to his current position, he worked for the University of Texas at Austin, Office of the Attorney General and Texas Department of Insurance. Strauser graduated from Rhodes College with a Bachelor of Arts degree in Psychology. He also holds a Master of Business Administration and Master of Educational Psychology from Texas Tech University and is a Certified Texas Purchaser. In his spare time, he is a faithful follower of the University of Arkansas (Woo Pig Sooie!)

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Myndi Swanson

Myndi Swanson is a Research Associate at the University of Texas at Austin and a Licensed Master Social Worker. At UT Austin, she coordinates various research projects in the area of organizational development, customer service, leadership and supervisory effectiveness, and employee attitudinal and engagement assessments. The primary project she coordinates is the Survey of Employee Engagement, an employee assessment instrument widely used throughout Texas governmental agencies, not-for-profit organizations and many different types of organizations across the country. She serves as a consultant and presents for various organizational settings such as civil service and non-profit organizations, higher educational institutions and governmental organizations.

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Catherine Terrell

Cathy joined ERS as head of the benefits communications division in 1994. When communications merged into the Customer Benefits Division, Cathy was selected to lead the new division. As Director of Customer Benefits she worked to simplify benefit enrollment and administration processes, increase direct communication with employees and retirees, and transform complex paper-based transactions into easy on-line or contact center functions as part of a multi-phase system redesign project.

Cathy now leads the Communications and Research Department. The department manages external communications for ERS including the website, member, retiree, employer, and association communication and education, and media relations. The department also supports ERS through policy and research reports. ERS’ goal is to engage our stakeholders by providing them understandable information in their preferred mode whether that’s face-toface, online, written or via the telephone.

Cathy graduated from Texas A&M University with a degree in journalism in 1981. She earned reporting awards from the Associated Press while working as a daily newspaper reporter and national communications awards for her work as a marketing consultant and public affairs director. ERS has also received awards for enrollment and deferred compensation communication pieces. Cathy earned certification as a public manager (CPM) from the LBJ School of Public Affairs and has completed the Governor’s Executive Development Program.

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Sandra Woodruff

TSABAA First Vice President Sandra Woodruff was recently named Manager of Statewide Fiscal Systems in the Fiscal Management Division of the Texas Comptroller of Public Accounts. During her 25 year career with the state, Woodruff has worked on the statewide financial systems in various leadership capacities. In her new position, she leads the strategic direction of the Comptroller’s statewide financial and payroll/personnel systems; serves as the business/project manager of ProjectONE — the effort to implement Enterprise Resource Planning for the State of Texas; directs staff in the planning and implementation of desktop, Web and mainframe systems; and oversees operational activities for the Fiscal Management Division. She has an Associate of Arts degree in Behavioral Sciences from Concordia University and is pursuing her Bachelor of Arts in Business. Woodruff and her husband Jody enjoy traveling and fishing together.

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