2012 Summer Conference – Austin

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2012 Annual Business Meeting Packet

2012 Summer Conference Sponsors

Officers

About the Speakers

Phillip Ashley, CPA, CGFM

Phillip Ashley is the Director of the Fiscal Management Division of the Texas Comptroller of Public Accounts. In his current position, he administers division operations, which include paying and auditing the state’s bills, managing enhancements and security for the statewide financial systems, producing the state’s financial reports, managing and controlling state appropriations, providing cost estimates of appropriation bills as a part of the budget certification process and overseeing FMX, the website for financial professionals at state agencies and universities.

Ashley began his career in state government with the Fiscal Management Division in 2001. He served as Section Manager, Department Manager and Assistant Director of the division before his promotion to director on Aug. 31, 2011. He holds Bachelor of Business Administration and Master of Business Administration degrees from Baylor University and is a Certified Public Accountant and Certified Government Financial Manager. While attending graduate school in Waco, he served as Deputy County Treasurer for McLennan County.

Ashley is an officer of the Texas State Agency Business Administrators’ Association and the Austin chapter of the Association of Government Accountants. He also serves on the Curriculum Committee for the Texas Fiscal Officers’ Academy, a three-week professional development program for state agency fiscal officers.

He and his wife, Laura, live in Buda with their two children and enjoy camping and hiking.

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Andrew Blifford

Andrew Blifford attended Southwestern University in Georgetown, Texas, where he earned a Bachelor of Arts in History. From 1996–2002, he served in the Governmental Relations Divisions of the Texas Department of Economic Development, Texas Department of Transportation and Texas Public Utility Commission. In 2002, he joined the office of State Representative Jim Pitts (R-Waxahachie) as Chief of Staff. During 2006, he served as Director of the House Appropriations Committee under Chairman Pitts.

In February 2009, Blifford joined the office of Speaker Joe Straus where he currently serves as Senior Budget Advisor to the Speaker.

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Dr. Beverly Chiodo Download Handout

Dr. Beverly Chiodo is a business educator at Texas State University. She has received state and national recognition for her teaching, including 1997 National Business Teacher from the National Business Education Association (NBEA) and “Hero of the Day” on CBS This Morning. Dr. Jerome Supple, President of Texas State University, said, “She has won every teaching award this university has to offer.”

She is also a consultant and seminar speaker for professional organizations, community programs and industry. Her many clients include Fiesta Texas, Governor’s Executive Development Seminars, Mensor Corporation, National Association of Suggestion Systems, Texas Forestry Service, American Business Women’s Association, Heart of Texas Council of Governments, U.S. Air Force, Texas State Auditor’s Office, Alabama Department of Education, South Carolina Department of Education, Texas A&M University, Central Texas Medical Center, Texas Comptroller of Public Accounts, Washington State Highway Patrol and Office of the Attorney General of Texas.

Her articles have been published in NBEA Forum, Balance Sheet, Journal of Education for Business, The Clearing House, Vital Speeches, Business Education World, Texas Business Educator, PTA Today and Southwestern Historical Quarterly.

Dr. Chiodo earned her PhD at Texas A&M University, her MBA at Texas Tech University and her BBA at Baylor University.

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Dana L. Collins

Dana L. Collins has been the Director of Procurement and Contract Services at the Texas Department of Public Safety since September 2001. Before that, she spent 13 years with the Texas Department of Criminal Justice (TDCJ) in a variety of positions, including Director of Operations, Reentry and Integration; Assistant Director of Information Technology Contracts; and Assistant Director for the Texas Correctional Office on Offenders with Medical or Mental Impairments. She also served in the Business and Finance Division and Facilities Division.

Collins attended Sam Houston State University. An active volunteer in the community, she is a member of the Executive Women in Texas Government, Texas Corrections Association and TDCJ Advisory Council on Ethics, as well as a sustaining member of the Junior Service League.

Outside of work, Collins and her husband Michael can be found on the softball field or golf course with their two daughters.

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Vijay George, PE

Vijay George is the Chief Technology Officer and Director of Innovation and Technology at the Texas Comptroller of Public Accounts. This division provides the technology and communications backbone of a 3,000-employee organization that supports the tax and fiscal services for Texas state government. Before joining the Comptroller’s office, George was the Chief Information Officer for the Lower Colorado River Authority. He also ran a software consulting firm that focused on the manufacturing and utilities sector.

He holds a BS in Electrical Engineering from Texas A&M University, MS in Software Engineering from the University of Texas and MBA from St. Edwards University. George also serves on a variety of industry and technical advisory boards. He is licensed as a Professional Engineer (PE).

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Ann Pritchard Grady

Anne Pritchard Grady is the President of Acclivity Performance. As a nationally recognized speaker, facilitator, consultant and coach, she captivates audiences with her unique blend of humor, refreshing honesty, down-to-earth style and ability to help individuals and organizations get results.

For over 15 years, Grady has taught at colleges and universities, helped lead organizations and leveraged the strengths of individuals and teams. As the mother of a special needs child, she has a unique perspective that allows her to turn concepts and ideas into practical, easy-toimplement strategies.

Grady holds a master’s degree in Organizational Communication and works with individuals, teams, and organizations around the country to grow leadership, improve communication and maximize organizational culture.

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Steven E. Halpin Download Handout

Steven E. Halpin serves as a Senior Planner/Attorney for the Planning and Asset Management Division of the Texas Facilities Commission (TFC). After a year of semiretirement, he joined TFC in late 2010 to work on the public-private partnership initiative. Halpin has been a licensed attorney since 1974, with experience in commercial real estate transactions. He also has authored opinions and served as a testifying expert in numerous cases regarding title disputes, title insurance, sale and purchase contracts and related matters.

His responsibilities include implementing the Capitol Area Development Strategy (particularly public-private partnerships), advising the Texas State Cemetery Committee and providing legal services for matters referred by other agencies. The Planning and Asset Management Division handles long-range strategic master planning, asset management, real estate development, space management and oversight of state lease procurement services. The division is also responsible for space allocation, oversight and reporting for all TFC leased and owned facilities; creation and approval of space allocation standards for tenant agencies; land acquisition coordination services; real estate market research and analyses; maintaining the facility inventory; and space use and cost information for TFC’s 28.4 million square feet of owned and leased land, office, warehouse and parking facilities. TFC also provides real estate planning and lease services for other agencies such as the Texas Department of Transportation, Texas Department of Public Safety, Texas Department of Health and Human Services and Texas State Cemetery Committee.

Halpin graduated with highest honors from South Texas College of Law where he was the Leading Articles Editor for the South Texas Law Review. He is certified in Commercial Real Estate Law by the Texas Board of Legal Specialization.

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Andy Homer

Andy Homer has been Director of Government Relations for the Texas Public Employees Association (TPEA) since March 2000. He worked for nearly a decade in the Texas Senate for Senators Hugh Parmer and Gonzalo Barrientos and as Chief of Staff for Senator Peggy Rosson. He served as Staff Director for the Senate Special Committee on Welfare Reform prior to the 1989 session. His areas of public policy expertise include the state budget, telecommunications, housing and state/federal entitlement programs. Before joining TPEA, Homer worked for the Enterprise Foundation and Public Strategies, Inc.

Homer has a BA from Kenyon College as well as both an MBA and MPA from the University of Texas at Austin.

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Ray Hymel, Jr.

Nicole Perrotta of Solutions Training Group has over 15 years of entrepreneurial experience opening markets and growing business revenues.

Ray Hymel, Jr. has been a lobbyist for the Texas Public Employees Association since February 2005. During five regular sessions working for Senators Truan and Barrientos, Hymel had varied duties ranging from constituent relations to handling major legislation. He then served as Legislative Liaison for the Employees Retirement System for 11 years, spearheading the agency’s legislative relations with a primary emphasis on the Finance and Appropriations Committees. He also served as Staff Director for the Joint Select Committee on Employee Benefits. In addition to TPEA, Hymel represented Sagebrush Solutions, a health claims auditing company.

Hymel received his bachelor’s degree in History and his master’s in Government from the University of Texas at Austin.

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Sarah Jacobson

Sarah Jacobson is the Manager of the Records Management Assistance Unit of the Texas State Library and Archives Commission. She leads a group of Government Information Analysts that provide records management consulting, training and assistance to state agencies and local governments. Her prior experience includes a Records Management Analyst position at the Georgia Archives in Atlanta, Georgia.

Jacobson received a Bachelor of Arts in Anthropology and Master of Science in Information Studies from the University of Texas at Austin.

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John Keel, CPA, CGAP, CFE

John Keel was appointed Texas State Auditor on Dec. 1, 2004. He manages an annual agency budget of approximately $14 million and directs a professional staff of approximately 200 in financial/compliance, economy/efficiency and effectiveness audits and classification projects for 300 state agencies and universities. The State Auditor’s Office focuses its work on the highest financial, business and service risk areas.

His service in state government began in 1973 at the Texas Water Quality Board as an Accountant. His first stint in the Texas Comptroller of Public Accounts was from 1975 to 1981, where he worked in various positions. From 1981 to 1988, he ran his own privatesector tax, accounting and consulting practice. Keel worked as an Internal Auditor and later a Budget Director for the Attorney General’s Office from 1988 to 1990. He served as Deputy Comptroller for six months in 1990 before moving with Lt. Gov. Bob Bullock to the Senate.

He was Special Assistant of Budget and Projects in the Lt. Governor’s Office, serving on the Governorz’s Task Force on Revenue and the Department of Information Resources Governing Board. Keel served as Director of the Legislative Budget Board from 1994 to 2004, where he led the development of six state budgets and thousands of fiscal impact statements.

Honors include the 2008 David M. Walker Excellence in Government Performance and Accountability Award presented by the National Intergovernmental Audit Forum and 2005 Bob Bullock Award for Outstanding Public Stewardship given by Government Technology.

Keel graduated from the University of Texas at Austin with a BBA and earned his MBA from St. Edward’s University. He is a Certified Public Accountant, Certified Government Auditing Professional and Certified Fraud Examiner.

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Todd Kimbriel

Todd Kimbriel, Director of the Data Center Services and eGovernment Division of the Texas Department of Information Resources, came to public service in 2008 after serving more than 25 years in the private sector. He is a lifelong information technology professional, with experience in all aspects of technology including planning, design, operations and management. His industry experience outside of public service includes telecommunications, aviation, retail merchandizing and import/export.

Kimbriel oversees the Data Center Services (DCS) program teams, which assist agencies participating in the recently negotiated Texas DCS contracts. The DCS program offers mainframe, server, bulk print and mail and co-location services. He supervises Texas.gov, the award-winning statewide web portal that offers more than 1,000 services to the citizens of Texas, including registration renewals, professional licensing renewals and emergency portal services. He also oversees the IT Special Projects and IT Operations groups, which deliver agency-wide technical solutions.

In the aviation industry, Kimbriel designed, tested, implemented and supported systems for national and regional airlines globally. He also was responsible for the design, implementation and support of the back-office support structure for a major telecommunications carrier. He has received numerous awards for corporate excellence and participation on product-launch teams.

Kimbriel graduated from Syracuse University with a Bachelor of Finance degree and is a licensed pilot. He is married with one daughter and is an avid golfer, serving as Vice Chairman on the Board of Trustees for the Lakeway Country Club.

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Ken Levine

Ken Levine has been the Director of the Sunset Commission since October 2009. Before his appointment as Director, he had served as Deputy Director since 1995. He has worked for the Sunset Commission and the Legislature in various roles since 1981, and has performed or supervised policy evaluation projects in almost every functional area of state government. He currently serves on the Executive Committee of the National Conference of State Legislatures and National Legislative Staff Coordinating Committee and is the past chair of the National Legislative Program Evaluation Society.

Levine has a BA in Government from the University of Texas at Austin and MPA from the Lyndon B. Johnson School of Public Affairs.

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Sean Maher, PE

As Business Development Director for Johnson Controls, Sean Maher is part of the Strategic Projects group for Public Private Partnerships (P3) projects in North America, responsible for leading team resources to deliver a responsive facilities management solution within the P3 structure.

Maher is in his 26th year with Johnson Controls and has served in various roles, including engineering, sales, management and development of performance-based solutions for long-term agreements. Maher’s experience includes P3 successes for two hospitals, two detention centers and a courthouse in Ontario, Canada. Another success is the Long Beach Court Building Performance-Based Infrastructure project in Long Beach, California, a 31-courtroom facility including holding cells and prosecutor, public defender and jury areas. The arrangement also includes a sublease with Los Angeles County for county administrative spaces as well as some retail spaces. Johnson Controls will perform the facilities operation and lifecycle for the 30-year operation of these facilities as well as energy consumption guarantees.

Maher has a BS in Mechanical Engineering from Rose-Hulman Institute of Technology in Terre Haute, Indiana, and an MBA with emphasis in Finance from University of Kansas. He is a licensed Professional Engineer.

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Steve McClatchy Download Handout

Steve McClatchy is an international speaker, trainer, consultant, writer and entrepreneur who has spoken before thousands of audiences. He founded Alleer Training and Consulting out of his passion for adult learning and the field of training and development. His experience includes sales, sales management, training and consulting for such organizations as The Pillsbury Company, Broderbund Software and Forte Systems.

McClatchy has worked with Fortune 500 companies, small to mid-size firms, associations, universities, government agencies, unions, non-profits and more. His client list includes Major League Baseball, Microsoft, Merck, Disney, IKEA, Nestle/Purina, State Farm Insurance, the National Basketball Association and Hewlett Packard.

McClatchy is one of 12 children who grew up outside of Philadelphia. He lives with his wife and four kids in Malvern, Pennsylvania. He earned his BA in both Finance and Economics at the Catholic University of America in Washington D.C. He has been involved in the Big Brother/Big Sister program for more than 20 years.

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John McGeady

John McGeady is currently an Assistant Director at the Legislative Budget Board (LBB), overseeing the areas of public education, natural resources, the judiciary, business and economic development, and federal funds. Prior to this role, McGeady served as the Manager of the Public Education Team at the LBB, with a focus on the public school finance system, a complex and contentious set of school funding formulas that represents the largest single appropriation of state funds in the Texas budget. He recently celebrated his 12-year anniversary with the LBB, and over the years has also served as budget and performance analyst for various state agencies and as the lead on several LBB projects, including the issuance of state budget instructions.

He holds a PhD in Political Science from Purdue University in West Lafayette, Indiana.

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Janice Mullenix, CTCM Download Handout

Janice Mullenix became the Director of Contract Services in the General Services Division of Texas Department of Transportation (TxDOT) in 2003. Her duties include overseeing general contracting policy for non-bid contracts, conducting training, maintaining manuals, developing templates for contracts, negotiating high-risk contracts and overseeing administrative aspects of contracting.

She graduated from Princeton University in 1976 with an AB in Economics magna cum laude. In 1979 she received a JD cum laude from the Georgetown University Law Center, where she was a member of the editorial board of the Georgetown Law Journal. From 1979 to 1984, she worked in two private law firms, where she practiced law relating to antitrust, contracts, oil pipeline rate regulation and franchising. She worked at the Federal Trade Commission from 1984 to 1988, where she was Attorney Advisor to one commissioner, Acting Attorney Advisor to two other commissioners, Acting Assistant to the Director of the Bureau of Competition and for the last two years, Associate Director for Mergers. From 1988 to 1991, she worked at the U.S. Department of Justice as a trial attorney investigating mergers and criminal price-fixing. After relocating to Texas for family reasons, she spent one year with the Antitrust Division of the Texas Attorney General’s Office before devoting three years to the task of being a full-time homemaker. From 1995 to 1999, she worked for the Motor Vehicle Division of TxDOT, first as an Enforcement Attorney and then as Managing Attorney. In 1999, she joined the TxDOT Office of General Counsel as Associate General Counsel. In that position, she dealt with a wide variety of legal issues affecting the department, including contracts, open records, legislation, rules and advice to several divisions of the department.

She is a member of the State Bar of Texas and a Certified Texas Contract Manager.

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Mary Scott Nabers

Mary Scott Nabers is President/CEO of Strategic Partnerships, Inc. (SPI), a government affairs, business development, procurement consulting and research company that has helped secure contracts worth billions of dollars for its clients. She has been guiding Fortune 100 companies for more than 15 years through the process of developing and delivering solutions to government at every level. At SPI, she publishes the Texas Government Insider and Government Contracting Pipeline, a national publication that focuses on upcoming opportunities throughout the United States. She is the author of Collaboration Nation: How Public-Private Ventures are Revolutionizing the Business of Government.

Nabors has an extensive business background in both the public and private sectors. From1984 to 1993, she served as the Commissioner representing business at the Texas Workforce Commission and founded the Texas Business Council. Nabers wrote a weekly column for more than 100 Texas newspapers, hosted a weekly radio program on the Texas State Network and published a monthly business publication. Nabers also served a term as Texas Railroad Commissioner, overseeing the regulation of the state’s $65 billion energy complex. Prior to 1984, Nabors served as President and General Manager of two media corporations. She is currently a regular contributor to business journals and has been active on the professional speaking circuit for 20 years.

Board memberships (past and present) include National Petroleum Council, Interstate Oil and Gas Compact Commission, Public Policy Dispute Resolution at the University of Texas School of Law, Advisory Committee to the Secretary of Energy, Sustainable Energy Development Council, Women Executives in State Governments (National Board) and Americans for Balanced Energy Choices.

Nabors is also a former chair of the Greater Austin Chamber of Commerce, a member of the Board of Directors for the St. David’s Hospital System and a member of the Austin Area Research Organization. She is active in fundraising projects for the Austin Children’s Shelter, United Way, American Lung Association, Dell Children’s Hospital, Health’s Angels and Long Center for the Performing Arts.

She holds a BS from Howard Payne University, MBA from the University of Texas at Austin and Doctorate of Humanities from Howard Payne University.

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Dr. Monica Scamardo

Dr. Monica Scamardo is the founder and president of Variate, a consulting company specializing in organizational and leadership development. Dr. Scamardo holds a doctorate degree in psychology, specializing in working within organizational systems. Her area of expertise is applying research-based human behavior principles to organizational challenges. She works with leaders, teams and organizations to manage changes, build trust and develop leadership competencies.

Her client list includes the Lance Armstrong Foundation, McCombs School of Business, Houston Chronicle, University of Texas at Austin, Texas Lottery Commission and National Association of Development Organizations.

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Catherine (Cathy) Terrell, CPM

Cathy Terrell joined the Employee Retirement System of Texas (ERS) as head of the Benefits Communications Division in 1994. When communications merged into the Customer Benefits Division, she was selected to lead the new division. As Director of Customer Benefits, Terrell 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.

She 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.

Terrell 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. She earned her Certified Public Manager (CPM) designation from the LBJ School of Public Affairs and has completed the Governor’s Executive Development Program.

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