January 2014 Mid-Winter Conference

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Officers

About the Speakers

Linda Barnett

Linda Barnett is a Professional Development Trainer for Texas Department of Aging and Disability Services. In her past lives, she taught school in South Texas, was responsible for the Dowell Chemical Database worldwide and managed hotels and resorts. She began her service to the state as a worker in financial assistance and was promoted to supervisor before she left the agency when her husband was transferred out of state, then out of the country.

After living in England and Scotland, she returned to Texas to work in Houston in the Medicaid Division, Adult Protective Services and Educational Services. Linda has been responsible for writing curriculum including Survival Skills for Supervisors, Disability Awareness, Stress Management, Death and Dying, Dealing with Difficult People and the Creative Art of Storytelling.

She resigned in 1996 for an opportunity in the mountains of Colorado. Her adventures have taken her to North Carolina, West Virginia, Arkansas, Oklahoma, New Mexico and Arizona. She moved back to Texas in 2008 when her mother entered hospice. Linda has 30 years of management and mediation experience. She is an artist, musician, published author, gardener and lover of the unusual.

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Jason Baxter

Jason Baxter has worked in the Texas Senate since 2003 and currently serves as Deputy Committee Director of the Senate Finance Committee where he is responsible for the oversight of all tax policy legislation.

Prior to his role as Deputy Director, Jason served in various roles in Senator Tommy Williams’ Capitol office, including Legislative Director and Legislative Aide. Jason’s service in the Senate has given him an opportunity to work on a variety of issues, including state budget, taxes, transportation and insurance issues.

He is a lifelong resident of Austin and a graduate of Trinity University in San Antonio.

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Bill Briggs, CPA, PMP

Bill Briggs is the Chief Financial Officer for the Texas Department of Assistive and Rehabilitative Services. During his 30-plus years of government experience, he has served in both the public and private sector as a state administrator and independent consultant.

Bill has 15 years of experience as a Chief Financial Officer for several state agencies, including the Texas Commission on Environmental Quality, Texas Water Commission, Texas Department of Community Affairs and the three engineering agencies within the Texas A&M University System. He also served as Director of Operational and Management Audits for the Texas General Land Commission. As a consultant with KPMG Peat Marwick, Bill helped implement the Uniform Statewide Accounting System. He was later appointed by the Governor to serve on the USAS Project Advisory Committee.

In 1997 Bill founded Total Project Management for Government, an Austin-based independent state government consulting firm. As a certified Project Management Professional (PMP), he has assisted over 40 agencies in the planning, selection and project management of enterprise resource planning systems. From 2000 to 2005, he managed the implementation of the Health and Human Services (HHS) Administrative System across all HHS agencies representing 55,000 employees and a $30 billion annual budget. From 2008 to 2013, Bill served the Texas Comptroller of Public Accounts as Statewide Enterprise Project Manager for ProjectONE that resulted in the implementation of the Centralized Accounting and Payroll/Personnel System.

Bill has been an active member with TSABAA since 1985 and is a former officer. He is a member of Texas Society of Certified Public Accountants and has served on committees for the Governmental Accounting Standards Board and Relations with Colleges and Universities. He graduated from Texas A&M University with a Bachelor of Science in Agricultural Economics/Accounting.

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Andres Campo, ARM Download Handout

Andres Campo is an Associate in Risk Management (ARM) who serves as the Director of the Risk Management Department at the State Office of Risk Management (SORM). His responsibilities include coordination of risk management, insurance and business continuity programs and initiatives at the enterprise level, including oversight and development of comprehensive risk management guidelines.

Andres previously served as a Risk Management Specialist for SORM and as an account executive for a property and casualty insurance brokerage. He has recently worked closely with the Office of Homeland Security, Texas Division of Emergency Management, Department of Information Resources and other partner agencies to develop a statewide business continuity strategy to ensure continued performance of critical government functions under all conditions. He is overseeing the development of multiple new enterprise initiatives.

Andres holds a Bachelor of Arts from the University of California Los Angeles and a Master of Arts in International Relations from American University. He is currently pursuing his Chartered Property Casualty Underwriter and Master Continuity Practitioner designations.

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Kevin Clement, CEM, TEM

Kevin Clement has served as a Strategic Planner in the Texas Office of Homeland Security since December 2012. He heads the initiative to develop the Texas Critical Infrastructure Protection and Resiliency Plan and its accompanying Action Plan.

Kevin graduated from the United States Military Academy with a Bachelor of Science degree and holds Master of Arts degrees in National Security and Strategic Studies from the U.S. Naval War College and International Relations from Salve Regina University. A retired Army infantry officer with over 23 years of military service, Kevin has worked extensively in the areas of emergency management, operations and planning, organizational management and policy development.

Kevin is a Certified Emergency Manager (CEM) from the International Association of Emergency Managers, a certified Texas Emergency Manager (TEM) from the Emergency Management Association of Texas and a FEMA Master Continuity Planner. He is certified as a trainer for the Homeland Security Exercise and Evaluation Program and National Incident Command System. He is a trained and experienced Public Information Officer.

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Maureen Clement, MCP

Maureen Clement is a Master Continuity Practitioner (MCP) who currently serves as the Continuity of Operations Consultant at the State Office of Risk Management. She previously served as a Continuity of Operations Planner and myCOOP administrator for the Texas Division of Emergency Management and as a Continuity of Operations Planner for Abrams Learning and Information Systems, Inc. She assisted in the creation of the current Texas Continuity Planning Crosswalk.

Maureen is trained in the Homeland Security Exercise and Evaluation Program and has served as a facilitator for tabletop exercises and as a controller for full-scale continuity exercises. She is a trained Community Emergency Response Team member and Public Information Officer. Maureen is a member of the Emergency Management Association of Texas.

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Jim Gentil Download Handout 1 | Download Handout 2

Jim Gentil is an author, speaker and magician. He has an extensive background in government and public relations, communications, education and entertainment.

Jim taught school for 14 years, five of which he served as Headmaster for the Dow Chemical Company school in Korea. He has lived a total of 10 years overseas, nine in Korea and one in Germany.

He served as News Director for a radio station in Texas City and was TV News Anchor for the first cable television station in Galveston. He also anchored corporate television news programs while serving as Public Relations Manager for the Dow Chemical Company. For the last 10 years of his corporate career, Jim was Manager of State Government Affairs and a lobbyist for the Dow Chemical Company.

Jim has spoken for many corporations and associations on subjects ranging from personal motivation, customer service and goal setting to free enterprise and developing a sense of humor.

He has tremendous enthusiasm, an eager interest to help people and a strong desire to spread his philosophy of “Positive People Power!” to anyone expressing a commitment to have a better life for themselves.

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J.D. Hogan Download Handout

J.D. Hogan has been a Training Specialist, Curriculum Developer and Facilitator with the Texas Workforce Commission Training and Development Department since 1995.

He is a National Workforce Institute Certified Workforce Expert. J.D. travels extensively in Texas delivering a variety of management and professional development topics, including Supervisory Skills, Effective Presentations and Project Management Basics. In addition, he developed and conducts training on Succession Planning and Customer Service and co-wrote and conducts training on Communication Skills and Employment Focused Case Management.

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Dr. Joseph Luther

Joseph Luther is a sixth generation Texan who lives in Kerrville. He earned his doctorate at Texas A&M University and is a Professor Emeritus of the University of Nebraska-Lincoln where he taught for 23 years, serving as Associate Dean of the College of Architecture. He also taught for 10 years at Eastern Washington University.

An enthusiastic avocational archeologist and historian, Dr. Luther is an active member of the Texas State Historical Association, Council of Texas Archeologists, Texas Archeological Society, South Texas Archeological Association and Historical Archeology Association. He was named Archeologist of the Year for 2012 by the Hill Country Archeological Association.

He is a correspondent to the Kerrville Daily Times and has written a number of articles about local history. He has written two books on historical archeology: Camp Verde: Texas Frontier Defense (2012) and Fort Martin Scott: Guardian of the Treaty (2013), both published by the History Press. He is now working on the third book in his “Hill Country Trilogy,” a 12,000-year history of the Upper Guadalupe River.

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Mike Morrissey

Mike Morrissey is Deputy Chief of Staff and Senior Advisor to Governor Rick Perry. He has worked for the Governor since 2001 and focuses on implementing the Governor’s priorities and advises the Governor on all aspects of government operations, including policy matters of fiscal responsibility and efforts to make government more effective and transparent. Mike previously served as Director of the Governor’s Budget, Planning and Policy Division, where he was responsible for development, implementation and long-range planning of the state’s budget and policy initiatives.

From 1994–2001, Mike 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.

He 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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Ursula Parks

Ursula Parks is the Director of the Texas Legislative Budget Board (LBB). She began working at the LBB in 1993, as a Budget Analyst, a Budget Team Manager, an Assistant Director and the agency’s Deputy Director.

She has been directly involved in the development of budget and policy recommendations for numerous state agencies and institutions of higher education within all state government functions. For much of her tenure, she was involved specifically in the area of public education finance. She is an expert not only in big-picture state fiscal policy, but also in developing state appropriations.

A life-long Austinite, Ursula holds a bachelor’s degree from American University.

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Kathie Schwerdtfeger, CPA Download Handout

Deloitte & Touche LLP. Kathie is the leader of Deloitte’s Central Texas Advisory practice where she provides leadership to their finance transformation, internal audit, Sarbanes-Oxley and control assurance clients throughout Central Texas and mid-America region. She has more than 25 years of professional audit experience performing financial, compliance and performance audits; internal audits; risk assessments; quality assurance reviews; and forensic investigations of state agencies, local government, college and universities, school districts, public hospitals and not-for-profit organizations. Kathie also serves as the National Leader of Deloitte’s Finance Transformation Grants Management Offering and the State and Local Sector Internal Audit Leader.

Prior to joining Deloitte in 2001, Kathie spent 13 years with the Texas State Auditor’s Office where she served as Special Assistant to the State Auditor and Federal Audit Coordinator.

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Brett Spencer Download Handout

Brett Spencer has worked for the Department of State Health Services for over 15 years, serving in the Employee Wellness Program; Office of Public Health Practice; Nutrition, Physical Activity and Obesity Prevention Program; and Cardiovascular Health and Wellness Program.

Brett has worked in his current role as Statewide Wellness Coordinator since 2008. He has a Bachelor of Science degree in Kinesiology with Specialization in Health Promotion and Fitness from the University of Texas at Austin and certification in Management of Public Health Programs from the U.S. Air Force School of Aerospace Medicine.

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Ann Starr, MSW, SPHR Download Handout

Senior Account Executive Ann Starr of Alliance Work Partners has over 25 years of experience working with Fortune 500 companies and state and municipal government.

Ann began her career after graduate school as an Employee Relations Specialist for Motorola. She founded and developed the first in-house employee assistance program for Motorola and became a sought-after expert on designing and implementing these programs. In addition, Ann was a practicing clinician who counseled adults and adolescents on substance abuse and weight management and provided marriage and family counseling.

Dell hired her as a Human Resources Manager, and she was promoted to Director of Human Resources. She was responsible for employee relations, compliance, training, recruiting and retention programs. As a business partner, Ann consulted with executives in all aspects of the business including international HR in Europe and Asia, sales, IT, finance and manufacturing.

Ann has also been a leadership and executive consultant and coach for a variety of organizations. In this role, Ann has focused on helping executives, leaders and teams become more effective and organizations become more efficient.

At Alliance Work Partners, Ann is responsible for account services for key accounts ensuring the highest level of customer service. She provides consultations to HR and management on difficult and complex employee and team issues. She also designs, develops and delivers customized training programs including leadership development, team effectiveness,

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Tyler Taylor Download Handout (includes Sandra Woodruff & Terry Wooten)

Tyler Taylor is the Assistant Supervisor of the Payment Services section in the Fiscal Management Division of the Texas Comptroller of Public Accounts. The Payment Services section is responsible for the distribution of state payments through warrants and direct deposit. The section also administers the warrant hold program, administers and promotes the direct deposit program, processes direct deposit reversals, issues expedite warrants and assists agencies in setting up or updating payee information in the Texas Identification Number System (TINS).

Payment Services helps payees and state agency staff with payment and TINSrelated issues. The section also conducts training sessions on TINS, direct deposit and warrant hold; maintains Web-based training for the FMX website; and develops and updates Fiscal Policies and Procedures such as the TINS Guide on FMX.

Along with Terry Wooten, Tyler has been training agencies on the March 2014 payee number conversion to remove the Social Security number as a key identifier in TINS. For more information, type ”Payee Number Conversion“ into Google to be directed to the resource page on FMX.

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Catherine Terrell, CPM Download Handout

Catherine (Cathy) Terrell is the Director of Governmental Affairs for the Employees Retirement System of Texas (ERS). The Governmental Affairs Division works closely with legislators, policymakers and key stakeholders at the state and federal levels. The division also coordinates agency testimony and strategic communications, monitors the legislative process, represents ERS externally and leads the research and current affairs activities for the agency.

ERS administers programs that provide retirement, deferred compensation and flexible benefits for nearly 200,000 state employees and retirees. ERS is entrusted with an investment portfolio of more than $24 billion and is responsible for managing the Texas Employees Group Benefits Program, which provides health care coverage to more than 500,000 state and higher education employees, retirees and their families.

Cathy’s prior experience at ERS includes leading the Communications and Research and Customer Benefits Divisions. In those roles, Cathy helped to modernize ERS communications and benefit systems. ERS also enhanced member outreach through additional communication channels, such as statewide feedback sessions, enhanced website functionality, customized electronic communications, social media and online seminars. She also coordinated several research efforts to clarify the needs and preferences of ERS members. ERS communications have been recognized as market leaders and earned national awards.

Cathy has worked in both the public and private sector in public affairs and marketing. As a newspaper reporter and editor, her work earned awards from the Associated Press. She is a graduate of Texas A&M University and a Certified Public Manager (CPM).

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Sandra Woodruff Download Handout (includes Tyler Taylor & Terry Wooten)

Sandra Woodruff is Manager of Statewide Fiscal Systems in the Fiscal Management Division of the Texas Comptroller of Public Accounts. During her 28-year career with the state, she has worked on the statewide financial systems in various leadership capacities. Sandra now 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; directs staff in the planning and implementation of desktop, Web and mainframe systems; manages internal documentation and external communications for the division; and oversees operational activities for the division.

Sandra has an Associate of Arts degree in Behavioral Sciences and a Bachelor of Arts in Business, with a minor in Human Resource Management, from Concordia University. Sandra and her husband, Jody, enjoy traveling and fishing together. Sandra served as TSABAA President in 2012 and has held other officer positions.

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Terry Wooten, CPA Download Handout (includes Sandra Woodruff & Tyler Taylor)

As part of Fiscal Management’s Fiscal Systems Support section, Team Lead Terry Wooten heads the mainframe support team at the Texas Comptroller of Public Accounts. His team is responsible for providing functional analysis, research, testing, coordination and scheduling of all application change requests for the statewide financial systems, including the Uniform Statewide Accounting System and Texas Identification Number System (TINS).

Among other duties, Terry’s team consults with systems business users to gather and document system requirements, serves as liaison between business users and systems technical support staff during technical design and coding, prepares and executes test plans for system changes, and assists in communication to outside agencies.

Along with Tyler Taylor, Terry has been training agencies on the March 2014 payee number conversion to remove the Social Security number as a key identifier in TINS. For more information, type “Payee Number Conversion” into Google to be directed to the resource page on FMX.

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