January 2016 Mid-Winter Conference

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Officers

About the Speakers

LB Brady, CPA Download Presentation (Updated 1/4/2016)

Linda Beth (LB) Brady has been manager of Statewide Fiscal Systems in the Fiscal Management Division of the Texas Comptroller of Public Accounts since June. In addition to overseeing support, security and policy for the other statewide financial systems, she is responsible for Centralized Accounting and Payroll/Personnel System (CAPPS) deployments and governance. CAPPS is a Web-based system that allows agencies real-time access to financial and HR/payroll information and provides enhanced reporting capabilities.

Prior to joining the Comptroller’s office, Brady was the chief information officer (CIO) at Concordia University Texas where she implemented the Banner ERP system and oversaw the development and delivery of associated training and documentation. She also led efforts to maintain open and ongoing communications, drafted and delivered a comprehensive strategic business plan, streamlined operations by implementing a data warehouse, established a six-member projects office and managed an IT staff reorganization, increased standard technology in classrooms 150 percent, captured 30 percent in cost reductions by implementing a new storage area network, minimized user and IT risk by developing cyber security campaigns and negotiated vendor contracts realizing an average per contract savings of 20 percent.

Her other experience includes owning her own CPA-CIO business and serving as an associate vice president at the University of Texas at Austin and CIO of the Pedernales Electric Cooperative and the City of Austin.

Brady holds a Master of Business Administration from Concordia University Texas and a Bachelor of Arts in journalism/communications from Angelo State University.

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Dana Collins Download Presentation

Dana Collins is the Manager over Contracts and Vendor Management at the Texas Department of Information Resources (DIR). Collins has over 17 years of state experience in the areas of contracting, policy development and operations having worked for the Texas Department of Public Safety and the Texas Department of Criminal Justice before joining DIR in 2014. When not working in the everchanging world of contracts and technology, Collins enjoys traveling, volunteering and spending time on the softball fields with her husband and two daughters.

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Lauren Godfrey, CGAP, CIA Download Presentation

Lauren Godfrey is a managing senior auditor at the Texas State Auditor’s Office (SAO). In her 10 years with the SAO, she has managed contracting and procurement audits and is responsible for maintaining the contracting audit procedures used officewide.

Godfrey received a Bachelor of Arts in economics from the University of Texas at Austin and is a Certified Internal Auditor and Certified Government Auditing Professional.

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Glenn Hegar

Glenn Hegar was elected as the 33rd Texas Comptroller of Public Accounts in November 2014. Hegar is Texas’ chief financial officer — the state’s treasurer, check writer, tax collector, procurement officer and revenue estimator.

Upon taking office, he reorganized the Comptroller’s office for quicker and more effective decision-making, and reduced its size by eliminating some inefficient programs and transferring others that didn’t fit its core missions.

Hegar is focused on his agency’s constitutional duties and committed to improving its customer service and transparency. He believes a less-burdensome tax system will foster a better environment for job creation and business expansion, and a thus a healthier Texas economy.

As CFO for the world’s 12th-largest economy, Hegar monitors Texas’ financial health to ensure it maintains strong fund balances. He employs sound fiscal management, invests resources wisely and approaches budgeting with a consistently conservative point of view.

In 2015, Hegar decided the state would not issue Texas Tax and Revenue Anticipation Notes (TRANs) for fiscal 2016. Texas has issued these short-term debt obligations for the last three decades to address periodic mismatches between revenues and expenditures during the fiscal year. Hegar’s decision to meet these cash-flow needs with the state’s substantial cash balances rather than debt was a significant departure from the status quo.

Hegar also played a pivotal role during the 2015 legislative session. His attention to the state’s long-term financial obligations helped focus lawmakers on important issues affecting Texas’ credit rating, such as pension obligations, deferred maintenance of state facilities, transportation needs and the state’s Economic Stabilization Fund, or “Rainy Day Fund.” Hegar also led the effort to repeal eight minor but burdensome taxes, resulting in an administrative savings for his agency. He was also instrumental in ensuring the Legislature cut taxes and fees by $4 billion.

Prior to becoming Texas Comptroller, Hegar served in the Texas House of Representatives and Texas Senate, where he worked on a wide range of common-sense solutions to problems affecting Texans in areas such as public education, transportation, tax reform, government transparency, Second Amendment rights, water issues and tort reform. As chair of the Sunset Advisory Commission, Hegar eliminated inefficiencies in state agencies and abolished six, saving Texas taxpayers more than $160 million. In his last session as a state senator, Hegar oversaw state and local revenue matters and helped cut $1 billion worth of taxes.

Hegar is a 1993 graduate of Texas A&M University and a graduate of St. Mary’s University, where he earned a Master of Arts and his law degree. At the University of Arkansas, he earned his Master of Laws.

Hegar is a sixth-generation Texan who grew up farming land that has been in his family since the mid-1800s. His upbringing taught him the core values of hard work, honesty and integrity — the same values he and his wife Dara work to instill in their three young children, Claire, Julia and Jonah. Hegar’s most important title throughout his years of service is the one closest to home: Dad!

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John Herko, CPA (Retired), CGFM Download Presentation

Since 2001 John Herko has been developing curriculum and teaching governmental budgeting, accounting, reporting and other financial management topics to thousands of federal, state, local and private sector employees.

He served as a military pay clerk in Vietnam, and, after college, was commissioned as an officer in the U.S. Army Finance Corps. He successfully navigated a military career in military pay, banking, and financial and military control systems development and implementation, retiring as a Lieutenant Colonel in 1995.

After six years at First Hawaiian Bank, Honolulu, in international banking and commercial credit card operations, he and his wife, Wendy, moved to the Nashville area. He started his third career by instructing others in a multitude of government financial management subjects, including internal controls, auditing and federal appropriations law. He’s been teaching the Certified Government Financial Manager curriculum for almost 10 years and looks forward to telling you about the program.

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Julie Ivie, CIA Download Presentation

Julie Ivie is the assistant director for performance reviews at the Legislative Budget Board (LBB) and is responsible for overseeing the work of the School Performance Review Team, Agency Performance Review Team and Applied Research and Performance Audit team. These teams conduct reviews of school districts, state policy issues and government programs and make recommendations to ensure the effective and efficient use of resources.

She has been with the LBB since 2004 and is a Certified Internal Auditor. Prior to working at the LBB, Ivie was an audit manager at the Texas State Auditor’s Office for 14 years and an evaluator at the U.S. Government Accountability Office for three years.

She has a Bachelor of Science degree in business control systems from the University of North Texas.

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Steven C. McCraw

Steven C. McCraw became the executive director and Colonel of the Texas Department of Public Safety (DPS) in August 2009. He began his law enforcement career with DPS in 1977 as a trooper in the Texas Highway Patrol and later as a DPS narcotics agent until 1983 when he became a special agent with the FBI. He served in Dallas, Pittsburgh, Los Angeles, Tucson, San Antonio and Washington, DC.

His promotions included supervisory special agent, unit chief, assistant special agent-in-charge in Tucson, inspector and inspector-in-charge of the South East Bomb Task Force, deputy assistant director and director of the Foreign Terrorism Tracking Task Force, special agent-in-charge in San Antonio and assistant director of the Office of Intelligence, which he was tasked to establish after the attacks on 9/11. He also served as the assistant director of inspections, overseeing the internal inspection process, internal investigations, reengineering, strategic planning and audits.

In 2004, McCraw retired from the FBI to become the Texas Homeland Security Director in the Office of the Governor where he served for five years. A native of El Paso, McCraw has Bachelor of Science and Master of Arts degrees from West Texas State University.

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Audrey O’Neil, CFE, CGAP, CIA Download Presentation

Audrey O’Neill is an audit manager with the Texas State Auditor’s Office, and has over 11 years of audit and project management experience. She has served as an audit manager and project manager for several audits and investigations that included contracting and procurement components.

O’Neill recently served as the audit manager for the investigation of selected contracts at the Health and Human Services Commission. Her other recent work includes audits of the Texas Enterprise Fund, Juvenile Justice Department and Office of the Injured Employee Council. She also managed the State of Texas Federal Compliance audit for the State Auditor’s Office for several years.

O’Neill received her bachelor’s degree in political science from Southwestern University. She is a Certified Internal Auditor, Certified Fraud Examiner and Certified Government Auditing Professional.

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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 first as a budget analyst and then 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, Parks holds a bachelor’s degree from American University.

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Bobby Pounds, CTPM, CTCM Download Presentation

Bobby Pounds is the assistant director of the Texas Procurement and Support Services (TPASS) Division of the Texas Comptroller of Public Accounts, overseeing the day-to-day operations in statewide contract development, contract management and state mail services, as well as the Historically Underutilized Business Program.

He has over 23 years of state experience in compliance, contracting and policy. He has been at the Comptroller’s office since 2008. Prior to being named assistant director, he was the manager of the TPASS Contract Management Office.

Pounds is a Certified Texas Procurement Manager and Certified Texas Contract Manager. He has a Bachelor of Arts in economics from the University of Texas at Austin.

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Mike Reissig Download Presentation

Deputy Comptroller Mike Reissig is also the current president of the Federation of Tax Administrators’ Board of Trustees.

Reissig has also held the following positions at the Comptroller’s office: associate deputy comptroller for tax and fiscal policy, director of Tax Administration, director of Fiscal Management and chief revenue estimator. During the 1991 and 1993 sessions, he also worked at the Texas Legislature out of the House Ways and Means Committee.

His academic background includes a bachelor’s degree with honors from Texas Lutheran College, a master’s degree in business administration from Southwest Texas State University and a degree in accounting.

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Vicki Smith, CPP

For more than 40 years, Vicki Smith has worked in state government, primarily in financial and salary administration areas. She first became involved in state government payroll in 1981, after having performed payroll activities in the private sector on a limited basis. In 1989, she was recruited to become part of the development team to build the first integrated statewide human resources/payroll system for the state of Texas, where she served as the functional and business manager for the development and implementation of the Uniform Statewide Payroll/Personnel System (USPS).

Smith received her accreditation as a Certified Payroll Professional in 1991 and has continued to maintain her certification. In 1995, she became the first payroll policy coordinator for Texas state government and in that capacity, has monitored changes to federal law to ensure that the statewide systems are in compliance, researched changes to state law in order to define system changes to ensure adherence to Texas law, and served as the point of contact for issues related to salary administration for state employees. For the last three years, she has been deeply involved in the research and analysis of the employers’ reporting requirements under the Affordable Care Act.

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Darlene Templeton, CPCC, PCC, Certified Dream Coach Download Presentation

Darlene Templeton is the CEO and founder of Templeton & Associates and an executive coach, professional speaker, trainer and author with 36 years of experience. Her unique combination of extensive corporate experience, personal career journey and successful coaching and speaking business have given her the ability to work with individuals, small businesses and Fortune 100 companies to help them define their goals and put an action plan in place to achieve the results they desire.

For over 30 years Templeton managed local and global cross-functional teams in multiple areas of IBM. During her career she has been in charge of projects ranging from $100 thousand to more than $350 million. She has a background in consulting, operations, sales management, organizational change, human resources, international sales and marketing, strategy and behavior change, business transformation, leadership, worldwide project management, business partner management and middle/executive management. She was known as the “fixer,” the person who could provide solution-based strategies to seemingly unsolvable issues inside the company, across industries or with her clients.

Templeton is a sought after speaker and trainer with a special talent for easily connecting with audiences and workshop participants. Gifted with humor and a natural-born storyteller, her presentation style is exceptionally enthusiastic, energizing and fun. She has been called the “high-octane” energy source in the room. Customizing each program for her audience, she leaves participants empowered with the tips, tools and strategies for leadership, personal and professional excellence and unparalleled success.

She is a published author, a Certified Professional Co-active Coach through the Coaches Training Institute, Professional Certified Coach through the International Coaching Federation and Certified Dream Coach through the Dream University.

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Porter Wilson Download Presentation

Porter Wilson was appointed executive director of the Employees Retirement System of Texas (ERS), effective June 1, 2015.

Wilson most recently served as associate vice chancellor for governmental relations for the Texas Tech University System. He has spent most of his career, from 1996 to 2014, serving as chief of staff for Texas State Senator Robert Duncan. In that role, he worked closely with ERS on legislation related to state employee benefits, demonstrating a strong commitment to ERS members and retirees, as well as keen knowledge of state government, benefits and budgets. Prior to leading Duncan’s Senate staff, Wilson was his legislative assistant when Duncan served in the Texas House of Representatives.

In his years in state government, Wilson earned the respect of lawmakers, colleagues and other associates. He has long-term relationships throughout Texas state government, and with employee and retiree associations and organizations. He received the Texas Public Employees Association’s Public Service Award for the 83rd legislative session and was named the Department of Public Safety Officers Association’s Legislative Staffer of the Year for both the 82nd and 83rd sessions.

He holds a Bachelor of Arts in government from the University of Texas at Austin.

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Sandra Woodruff Download Presentation

Sandra Woodruff is assistant director of the Fiscal Management Division at the Texas Comptroller of Public Accounts, overseeing Fiscal Integrity, Statewide Fiscal Services and Statewide Fiscal Systems, as well as operational activities for the division. She also serves as the executive sponsor of ProjectONE — the effort to implement Enterprise Resource Planning for the state of Texas.

During her 30-year career with the state, Woodruff has worked on the statewide financial systems in various leadership capacities. She led the strategic direction of the Comptroller’s statewide financial and payroll/personnel systems; served as the business/project manager of ProjectONE; directed staff in the planning and implementation of desktop, Web and mainframe systems; and managed internal documentation and external communications for the division.

Woodruff 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, and is a graduate of the 2014 Texas Fiscal Officers’ Academy. She and her husband, Jody, enjoy traveling and fishing together. Woodruff served as TSABAA president in 2012.

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