December 2012 Mid-Winter Conference

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Officers

About the Speakers

Shirley Beaulieu, CPA

Shirley Beaulieu graduated from the University of Texas in 1981 with a BBA in Accounting. She began her career with the state in 1982 with the State Auditor’s Office auditing MHMR State Schools and Hospitals. In 1984 she received her CPA license and moved to the Texas Department of Insurance as a Chief Accountant. In 1992 she moved to the Texas Education Agency (TEA) as the Assistant Budget Director and has continued her career there ever since. She has been the Chief Financial Officer since 2003. One of her proudest achievements at TEA was being the first agency to implement the Integrated Statewide Administrative System (ISAS) in 1997.

Shirley is married with three children. Her favorite activities involve anything related to beaches or lakes. Besides her love for her wonderful husband and children, Shirley has a passion for animals and her collection of pets that includes three dogs, three cats, three parrots and a bearded dragon.

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Daniel Benjamin, CPA Download Handout

Daniel Benjamin is the Manager of Fiscal Integrity in the Fiscal Management Division of the Comptroller of Public Accounts, where he has worked since April 2004. Before working for the Comptroller, he was Manager of the Fiscal Management section at the Texas Lottery Commission. Daniel also worked for several years as a consultant and was an auditor for Arthur Andersen. He graduated from Texas State University with a BBA in Accounting in May 1991 and became a Certified Public Accountant in 1993.

Daniel enjoys spending time with his family — boating, water skiing, camping and fishing. He is very involved with his two sons, coaching their various sport endeavors and assisting with Boy Scouts.

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Steve Dahl, CPA, CITP, CMA, CFM Download Handout

Steve Dahl has been with Deloitte for over 23 years and serves as:

Steve’s toolbox includes technology, process design, performance analytics (including benchmarking and best practice reviews) and value on investment (financial, risk and quality evaluation) assessments. He works to define and implement new financial and operating strategies that focus on core mission outcomes. He is the co-author of the “Transforming Government” chapter of Deloitte’s States of Transition book, contributor to several Deloitte publications and recipient of the Deloitte Research Global Public Sector award for thought leadership and innovation.

Steve graduated Summa Cum Laude from the University of Texas in San Antonio with a BBA in Accounting. He is a Certified Public Accountant, Certified Information Technology Professional, Certified Management Accountant, Certified in Financial Management and Certified in Project Management, Work Management and Supply Chain Management.

His educational and leadership service includes six years as the Parish Director for his family’s church and school, baseball coach and association board member for four years, Scout leader for four years, IMA board member for seven years and representative on the Minnesota Legislative Commission on Service Innovation for two years.

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Wilson Day

Wilson Day was a teacher and high school coach before joining the Comptroller of Public Accounts in 1989 in the human resources office. In his 14 years at the Comptroller’s office, he held various positions including Personnel Officer, Direct Deposit Coordinator, Uniform Statewide Accounting System and Uniform Statewide Payroll/Personnel System Functional Tester, Manager of Payroll Research and Compliance and Manager of Expenditure Research and Assistance. He also assisted the Parks and Wildlife Department with reconciliation of fund cash, the Commission for Private Security with a performance review and the Department of Health with annual financial report reconciliation and centralization of the accounts payable function.

Wilson joined the Department of Health in July 2004 as the Bureau Chief for Financial Services. With the transformation to the Department of State Health Services effective Sept. 1, 2004, Wilson was named Accounting Director. Wilson became the Department of State Health Services’ Deputy Chief Financial Officer in August 2011.

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Tim Eaton

Tim Eaton has been with the Austin American-Statesman as a reporter and editor since 2007. Currently, he reports on the state desk for the paper and covers the Texas House of Representatives, Affordable Care Act, immigration, gambling, redistricting and voter ID. Before joining the Statesman, Tim worked at the Corpus Christi Caller- Times and CBS MarketWatch. He also has contributed to the New York Times, Wall Street Journal, Texas Observer and Associated Press, among other publications.

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Meredith Garcia, CPDT Download Handout

Meredith Garcia founded Up a Notch Consulting after 17 years of leading, coaching and training multi-level teams. Her experiences, beginning with the prestigious Walt Disney World College Program, led her to follow her passion to guide others toward successful achievement of their personal and professional goals. She is a Certified Professional Development Trainer with more than 12 years experience facilitating Franklin Covey’s The 7 Habits of Highly Effective People and FOCUS: Achieving Your Highest Priorities, as well as many other management and leadership development programs.

A graduate of the University of Texas in Austin, she began her professional career as the Customer Service Trainer for La Quinta Inns. Meredith also served as Training Specialist for Harte-Hanks Response Management and Professional Development Manager for the Texas State Auditor’s Office. Tapping into her love of wellness and program development, Meredith shifted gears and served as the Executive Director of Texas Round-Up, a nonprofit organization focused on improving the health of Texas citizens.

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Thomas Graham

Thomas Graham is the President of Crosswind Communications, a strategic communications firm that guides clients through the complex media, regulatory and stakeholder environment facing today’s business leaders. He is the former head of U.S. communications for a top 10 global financial institution, and for more than 20 years has helped business leaders energize their brands and achieve their business objectives through effective media and corporate communications strategies.

As the Executive Vice President of Communication and Image at BBVA USA, Thomas developed the brand strategy for acquired financial institutions while protecting the overarching brand reputation from the issues associated with acquisition, integration and financial industry crises. Prior to BBVA, he served as a General Manager with Weber Shandwick, the world’s largest public relations agency, where he directed the firm’s Austin office. He also had his own public relations regional agency. His clients have included Fluor, Wal-Mart, the Project Management Institute, Atmos Energy, NRG Energy, the Texas House Republican Caucus, Vought Aircraft and the Methodist Hospital. He is a former business reporter, as well as a former communications director for a Texas state senator.

Thomas is a member of the National Investor Relations Institute and Public Relations Society of America, active in communications organizations and a frequent lecturer on communications issues before students, non-profit, governmental and business associations. He is married to Tanya Fielder, and they have three children.

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Greg Herbert, CIA, CGFM, CGAP, CFE

Greg Herbert has served as the Chief Financial Officer for the Office of the Attorney General since August 1994. Previously, he held the position of Assistant Director of Accounting and worked as an Assistant State Auditor for the State Auditor’s Office. Greg received business degrees from the University of Texas at Austin and Southwest Texas State University. He is a Certified Internal Auditor, Certified Government Financial Manager, Certified Government Auditing Professional and Certified Fraud Examiner. In his leisure time, Greg actively restores antique automobiles and enjoys as much time as possible with his wife of 21 years.

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Bart Loeser Download Handout

Bart Loeser of JBL MicroTraining is an award-winning educator and business leader with more than 25 years experience working with groups and corporations across the U.S., as well as in Australia and New Zealand. He began as a public health educator in Houston, and later managed his own event planning company in Austin. He currently advises and trains management staff and team members in the interpersonal and intrapersonal skills that shape leadership, attitudes, productivity, communication, motivation and organization.

Bart completed graduate work in psychology at UT Austin, followed by postgraduate work at University of Houston at Clear Lake. He has presented hundreds of business skills workshops and seminars around the U.S. and abroad over the last decade, promoting a positive approach to change, relationships, team-building and personal and professional skill enhancement.

An active community leader for almost three decades, Bart has helped to create and organize projects and events for dozens of organizations in Houston and Austin, including several Toastmasters chapters and many non-profit agency fundraisers.

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Krista Oswald Download Handout

Krista Oswald is the Professional Development Specialist with the State Auditor’s Office. She left El Paso to attend college at Texas State University and received her BA in Finance in 2003. Prior to the SAO, Krista worked for Wells Fargo Bank. Her professional experience includes banker, manager and development coordinator. Krista also obtained her Texas Insurance License in 2004.

Krista facilitates a variety of courses including Time Management, Generational Differences and Conflict Management.

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Ron Pigott Download Handout

Ron Pigott is the Director of the Texas Procurement and Support Services Division for the Comptroller of Public Accounts. Ron is responsible for statewide procurement, the Historically Underutilized Business program, the state travel program, the state fleet management program, the Centralized Master Bidders’ List, the cooperative purchasing program and state mail operations. Prior to becoming Director, he served as in-house legal counsel for the Department of Public Safety, the Texas Water Development Board, and the Comptroller’s office. He was also an Assistant Attorney General for the Child Support Division.

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Ross Ramsey

Ross Ramsey is Executive Editor of the Texas Tribune and continues as Editor of Texas Weekly, the premier newsletter on government and politics in the Lone Star State, a role he’s had since September 1998. Before joining Texas Weekly, Ross was Associate Deputy Comptroller for Policy for the Comptroller of Public Accounts, also working as the agency’s Director of Communications. Prior to that 28-month stint in government, Ross had reported for the Houston Chronicle and the Dallas Times Herald. He also has been a freelancer for regional and national magazines and newspapers and for radio stations in Denton and Dallas.

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Catherine (Cathy) Terrell, CPM Download Handout

Catherine (Cathy) Terrell is the Director of Communications and Research for the Employees Retirement System of Texas (ERS). 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-to-face, online, written or via the telephone.

Cathy is the former Director of Customer Benefits where she worked to simplify benefit enrollment and administration processes, increase direct communication with employees and retirees, and transform complex paper-based transactions into easy online or contact center functions. ERS has received awards for enrollment, deferred compensation and member engagement communication pieces.

Cathy received a Bachelor of Arts degree in journalism from Texas A&M University. 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. Cathy earned certification as a public manager from the LBJ School of Public Affairs and has completed the Governor’s Executive Development Program.

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Nick Villalpando, CPA

Nick Villalpando is the Chief Financial Officer for the Department of Information Resources (DIR). Nick, a Certified Public Accountant, joined DIR’s Finance Division in May 2010. In April 2011 Nick accepted the position of DIR Interim Chief Financial Officer and was then promoted to Chief Financial Officer. Nick is responsible for leading DIR’s finance, budget and accounting functions. His responsibilities include ensuring that DIR fees are set at levels consistent with cost-recovery principles.

Nick’s prior experience includes eight years in public accounting and eight years with the State Auditor’s Office. He graduated from the University of Texas at Austin in 1993 with a BBA in Accounting and a Master’s in Professional Accounting.

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